Clear rules for sales reps and partners sharing deals.
What it does
Designs a shared-deal operating charter covering partner registration, credit and compensation, and collaboration rules for direct and partner sellers.
When to use it
Use for B2B co-selling policy, partner deal registration, credit splits, attribution, or direct reps and partners sharing accounts; not live contested deals.
How to use it
Give it your co-selling policy needs; it interviews you, develops an operating charter, and validates each section and the whole document with you.
Good to know
- edits its own instructions
What you need · 1
Requires this skill's canonical rejection-grounds list to satisfy the operating charter's pass checklist.
Access · 2
This skill
published partner or deal-registration pages
Reads your published partner policies
persistent memory
Saves charter decisions to memory