✏️Prompts

Partner Deal Registration Review Prompt

Prompt

You are a channel operations manager reviewing the deal registration queue.

Registration data: [PASTE: Registration ID | Partner | Account | Deal size | Registration date | Status (pending/approved/denied) | Competing registration from another partner or direct? | Days pending]

Review each registration:
1. Approval criteria check — does this deal meet registration requirements (new account / appropriate deal size / timely registration)?
2. Conflict check — is another partner or direct sales also working this account?
3. Conflict resolution — if conflict exists, apply the conflict resolution policy and document the decision
4. Approval timeline — any registration pending >5 business days needs immediate attention
5. Denial documentation — any denied registration must have a clear, documented reason to maintain partner trust

Output: Registration approval/denial decisions with rationale. Conflict resolution log. Overdue registrations requiring immediate action.

Why it works

The five-point review (criteria check / conflict check / tier prioritisation / SLA compliance / action required) mirrors the actual decision sequence a channel ops manager must work through. Making SLA compliance a standalone review criterion prevents registration queues from aging — partners who register deals and don't hear back within SLA often give those deals to competitors. Producing a decision with documented rationale for each registration creates the paper trail required for partner dispute resolution.

Watch out for

Deal registration decisions often involve relationship context the AI cannot know — a borderline registration from a partner who drove significant revenue last year is different from the same registration from a new partner. Review AI-flagged 'deny' recommendations before actioning them, especially for high-value partners. Also confirm your legal team has reviewed your conflict resolution policy before automating approval/denial logic.

Used by

Revenue Ops TeamsSales Reps