Partner operations

Partner reporting and renewal packet

Standardized structure for monthly partner reporting, closeout, renewal, and expansion decisions.

Monthly partner report template

  • - Partner summary and account scope
  • - KPI performance snapshot with trend notes
  • - Execution quality findings and coaching actions
  • - Risk flags, stalled campaigns, and recommended interventions
  • - Next-month commitments and owner map

Pilot closeout packet template (day-30)

  • - Day-30 pass/tune/stop decision outcome with rationale
  • - Execution delta versus baseline plus unresolved risks
  • - Trust and data confidence review for sponsor signoff
  • - Commercial closeout position and next checkpoint owner

Renewal decision packet template

  • - Contract period performance narrative and cohort outcomes
  • - KPI trend appendix with source notes
  • - Program-level wins, losses, and confidence statement
  • - Renewal options with plan economics and support levels
  • - Decision checklist and timeline

Expansion packet template (day-60/day-90)

  • - Day-60 scale-readiness review across activation and variance
  • - Day-90 stability and renewal-confidence review
  • - Expansion economics, support options, and contract path
  • - Operating commitments for governance and reporting cadence

Report template variants

Enterprise board review

Governance, risk visibility, and board-ready KPI framing.

Default sections: Cohort breakdown, weekly trend, narrative summary

Growth operations

Operator-facing trend interpretation and intervention planning.

Default sections: Cohort breakdown, weekly trend, action narrative

Pilot compact

Fast executive readout for pilot proof and renewal checkpoints.

Default sections: Cohort breakdown, concise narrative, renewal summary

Monthly report template artifact

docs/partners/monthly-partner-report-template.md

Renewal packet template artifact

docs/partners/renewal-decision-packet-template.md

Pilot closeout packet template artifact

docs/partners/pilot-closeout-packet-template.md

Expansion packet template artifact

docs/partners/expansion-packet-template.md

First issued report artifact

docs/partners/reports/2026-06-pilot-partner-report.md

First issued report

Pilot partner monthly report issued for June 2026

Initial packet includes performance summary, KPI trends, stalled campaign analysis, intervention plan, and renewal recommendation framing.

Private by default. We do not share your data with recruiters, employers, or third parties.