QBRs, KPIs, and partner management

Operations & Performance

The internal operating rhythm for managing the partner lifecycle, performance, and reporting.

Overview

This section covers the practical mechanics of running the partner program: how HLD manages partner relationships, tracks KPIs, and keeps the program moving with a regular operating cadence.

Highlights
  • Partner manager handbook for internal operations
  • Program KPI and metric framework
  • Roadmap and lifecycle management
  • QBRs, reporting cadence, and partner health

Operating rhythm

  • Kick-off calls, first 90-day planning, and recurring business reviews.
  • Partner health monitoring and pipeline reporting.
  • Program-level and partner-level KPIs.

Management focus

  • Track onboarding progress and activation milestones.
  • Monitor deal registration, revenue performance, and customer health.
  • Use roadmap updates and metrics to guide program improvement.

What’s next

Start with the program overview, then move into pricing or services depending on where your partner conversation is strongest. The hub is structured so commercial, operational, and enablement material stay close together.

Source docs
  • 01_Partner_Manager_Handbook.docx
  • 06_KPIs_and_Metrics.docx
  • 04_Program_Roadmap_2026_2027.docx