[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-354812-105":53,"doc-detail-354812-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","ebook-build-an-overview-of-co-selling-initiatives-partner-okrs","Ebook - Build an overview of co-selling initiatives - Partner OKRs","","This ebook guides partnership managers and co-selling teams on how to focus on the right partner initiatives using a structured methodology and shared planning approach. It addresses common operational friction: unclear next steps, inefficient tracking with spreadsheets and emails, missed deadlines, misalignment without clear OKRs, and lack of control over quota and rebates. It explains how mutual success plans can centralize objectives, improve accountability, and provide real-time overview so stakeholders can see progress and stay on track.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/ebook-build-an-overview-of-co-selling-initiatives-partner-okrs/354812/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/ebook-build-an-overview-of-co-selling-initiatives-partner-okrs/354812.png","ImageObject",442,249,{"name":88,"@type":89},"Jordan Avery","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-22",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Why do partnership managers struggle with unclear next steps?","Question",{"text":108,"@type":109},"They often cannot confirm whether agreed initiatives were executed, leading to frustration and uncertainty. The problem is intensified when progress must be gathered from spreadsheets, calls, emails, and multiple systems.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How do spreadsheets and manual tracking impact partner collaboration?",{"text":113,"@type":109},"Manual updates and report creation consume time and increase the risk of errors. Teams lose focus on strategic work instead of using a clear, current overview of deal and partner performance.",{"name":115,"@type":106,"acceptedAnswer":116},"What is the role of mutual success plans in managing partner objectives?",{"text":117,"@type":109},"Mutual success plans help centralize objectives and co-selling initiatives in a platform that stays updated and notifies stakeholders. This enables both managers and partners to see whether they are on track across quarterly or monthly business reviews.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},354812,1791745004,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":20,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":47},1099523882367,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","EBOOK  \nIntroduction  \nAre you struggling with focusing on the right initiatives when managing partners? Or, do you want to be more strategic about it?  \nThis ebook will guide you through some best practices used by partner professionals in different industries.  \nAmanda Bedborough  \nCRO Datacore  \n“At first, the management of strategic initiatives, programs, and partner performance was supported by static, disconnected spreadsheets.  \nThe result was a lack of overview in partner performance, a lack of control in allocated quota, and an uncontrolled back-end rebate. Our teams were losing time on admin and other non-strategic tasks instead of being able to spend time with their partners.”  \nIf you relate to Amanda, we are happy to introduce you to a widely used methodology to structure your focus and get the right things done instead of just doing things right.  \nYou will also find a template that will help you drive your objectivesand help you build an overview of the initiatives you need to take with your partner.  \nTable of content  \n 01   \nPartnership Managers: Struggling with unclear next steps  \n 02   \nHow to dramatically change your partner operating model  \na. Where to play  \nb. How to play  \nc. Play to win  \n 03   \nConclusion  \n 04   \nOutro  \n 01   \nPartnership managers:  \nstruggling with unclear next steps  \nPartnership managers are responsible for maintaining and growing relationships with partners, ensuring that both parties are meeting their objectives.  \nHowever, as a partnership manager, it's not uncommon to face a situation where you' re not really sure if your partner has executed the agreed-upon initiatives or not. It's like waiting for a text message from a crush, wondering if they will ever text back. It's the uncertainty that drives partnership managers crazy!  \nHowever, the real frustration comes when you' re trying to manage these partnerships using spreadsheets and phone calls. You are spending days:  \n Driving a co-sell without having the latest overview of the deal.  \n Manually updating your partner plans in spreadsheets.  \n Updating PowerPoint for your QBRs (Quarterly Business Reviews) .  \n Looking through data in your CRM or partner portal.  \n Looking through past emails or making phone calls to go after the latest status.  \nEventually, you will end up spending more time trying to figure out what's been done and what still needs to be done, than actually moving the partnership forward.  \nIt's like trying to navigate through a maze, and it's easy to get lost looking for the data.  \nPartner managers need an overview of all objectives and co-sell initiatives in a centralized platform that is updated and notifies stakeholders when changes are happening. This allows both the partner manager and partner to see if they are on track. Mutual Success Plans are a tool that can facilitate this workflow.  \nImagine a world where partner managers can easily track their partners' progress without having to dig through spreadsheets or emails. A world where they can easily see if a partner has executed the agreed-upon initiatives from the past quarterly or monthly business reviews (QBR or MBR) .  \nOne compelling quote from a professional working with mutual success plans comes from Eleonore Jacquemot, a partnership manager at Datacore.  \nEleonore Jacquemot  \nDistribution Manager Datacore  \n“By using mutual success plans in Qollabi, I will spend less time making and creating reports or Excel files & will have an overview of the performance of my partners.”  \nWe will zoom on mutual success planning and what the differences and impact can be of working in mutual success plans [vs. business](vs. business) plans. You will also get the opportunity to grab the link to a mutual success plan template.   \nCheck out our latest podcast.  \nWATCH THIS EPISODE  \n 02   \nHow to dramatically change your partner operating model  \nPartnering with other businesses can be challenging, particularly when communication and accountability are ","cbCaihJPxsbYiQwZ","https://ap.wps.com/l/cbCaihJPxsbYiQwZ","pdf",2244203,"English","# Introduction\n# Partnership Managers: Struggling with unclear next steps\n## Using centralized overview and mutual success plans\n# How to dramatically change your partner operating model\n## Where to play\n## How to play\n## Play to win\n# Conclusion\n# Outro","[{\"question\":\"Why do partnership managers struggle with unclear next steps?\",\"answer\":\"They often cannot confirm whether agreed initiatives were executed, leading to frustration and uncertainty. The problem is intensified when progress must be gathered from spreadsheets, calls, emails, and multiple systems.\"},{\"question\":\"How do spreadsheets and manual tracking impact partner collaboration?\",\"answer\":\"Manual updates and report creation consume time and increase the risk of errors. Teams lose focus on strategic work instead of using a clear, current overview of deal and partner performance.\"},{\"question\":\"What is the role of mutual success plans in managing partner objectives?\",\"answer\":\"Mutual success plans help centralize objectives and co-selling initiatives in a platform that stays updated and notifies stakeholders. This enables both managers and partners to see whether they are on track across quarterly or monthly business reviews.\"}]","Ebook - Build an overview of co-selling initiatives - Partner OKRs | PDF",1790114141]