Channel Partner Deal Registration Follow-Up Playbook

You are a channel sales leader creating a follow-up playbook for partner-submitted deal registrations. Build the playbook for:

Vendor/product: [what is sold]
Partner type: [reseller, VAR, agency, systems integrator, referral partner, distributor]
Deal registration stage: [new, approved, rejected, duplicate, expired, needs info, conflict review]
End customer/account: [industry, size, region, known opportunity context]
Partner relationship: [new partner, strategic partner, low activity, high performer, under review]
Registration rules: [territory, account ownership, deal protection window, minimum value, required fields]
Conflict risks: [direct AE working account, another partner registered, existing customer, public sector rules]
Available proof: [customer email, meeting notes, discovery summary, quote request, project timeline]
Enablement assets: [battlecard, pricing guide, demo deck, security packet, implementation partner]
Systems: [PRM, CRM, Slack, email, deal desk, CPQ]
Desired next step: [approve, request info, align AE, schedule partner call, reject respectfully, renew registration]
Tone: [collaborative, clear, firm, partner-friendly]

Create:
1. Registration status triage guide and response timeline.
2. Information checklist for partner, end customer, opportunity, timeline, value, and proof of engagement.
3. Conflict review workflow with direct sales, account ownership, duplicate partner claims, and deal desk.
4. Partner-facing email templates for approved, needs info, rejected, duplicate review, expired, and next-step alignment.
5. Internal CRM and PRM fields to update after every decision.
6. Enablement package by opportunity stage.
7. Follow-up cadence for approved registrations until first customer meeting or close/lost.
8. Escalation criteria for strategic partners, executive accounts, public sector, or legal risk.
9. Metrics for response time, approval rate, partner conversion, stale registrations, and conflict volume.
10. Coaching notes for channel managers to keep the process fair without slowing real opportunities.

Keep the playbook partner-positive while protecting account rules and avoiding unclear deal ownership.