The Ecosystem-Fueled Growth Resource Kit

A compilation of the checklists and tracking tables from across the EFG playbook series.

This is the companion resource to the full Ecosystem-Fueled Growth playbook series. It compiles the checklists, templates, and tracking tools from across all five playbooks into one place.

Bookmark this page. Print it. Share it with your team. It's designed to be used — not just read.

How to Use This Resource Kit

Each tool in this kit links back to the playbook where it was originally introduced. If a template or checklist is unfamiliar, follow the link to get the full context on how and why to use it.

Tracking Audit Checklist

From Tracking, Enablement & Metrics: Making Ecosystem-Fueled Growth Work

Run this checklist quarterly to make sure your tracking infrastructure is working correctly.

Partner intake:

[ ] Every partner has a unique tracking link, code, or portal login
[ ] All deal intake methods flow into a single system of record
[ ] No referral intake happens via untracked email

CRM integration:

[ ] CRM integration is live and syncing correctly
[ ] Deals created in the CRM with partner attribution are flowing to your partner system
[ ] Deals submitted through the partner portal are flowing to your CRM

Attribution:

[ ] Attribution model is documented and consistently applied
[ ] No deals are sitting unattributed for more than 30 days
[ ] Multi-touch attribution is captured (or first-touch policy is documented)

Commissions:

[ ] Commission structure is documented and accessible to partners
[ ] Payout calculations are automated or documented clearly
[ ] Commission queue has no outstanding items older than 30 days
[ ] Partners can see their own payout status

Reporting:

[ ] Partner-facing reporting is current (partners can see their deals)
[ ] Internal reporting is current (you can see program-wide performance)
[ ] Leadership report is current

Emergency Restart Checklist

From Troubleshooting Ecosystem-Fueled Growth

Use this when a program has stalled and needs a restart.

Diagnose:

[ ] Pull current partner activity report (active vs. inactive, last activity date)
[ ] Pull current deal pipeline (deals by stage, deals by partner, stall points)
[ ] Identify top 3 causes of stall

Fix infrastructure:

[ ] Simplify referral intake to minimum required fields
[ ] Confirm CRM integration is working
[ ] Confirm partners can see their deal status in the portal
[ ] Confirm commission queue is current (no outstanding payments)

Reactivate partners:

[ ] Send value-first communication to all partners (not an ask)
[ ] Schedule calls with top 5–10 partners
[ ] Set short-term 30-day goals with each active partner
[ ] Establish personal closed-loop reporting cadence

Prune:

[ ] Identify partners with no activity in 90+ days
[ ] Move them to low-touch track
[ ] Remove from active management

Enablement Snapshot Templates

From Tracking, Enablement & Metrics: Making Ecosystem-Fueled Growth Work

These templates define the minimum enablement package for each partner type. Customize them for your program, but don't skip anything on the list.

Reseller Enablement Snapshot

What they need to know:

Your product: what it does, who it's for, key use cases
How to sell it: pitch, objection handling, demo flow
How the partnership works: margin, deal registration, commission

What to give them:

Sales training (live or recorded, with a certification quiz)
Co-branded one-pager or slide deck
Pricing and margin sheet
Objection handling guide
Deal registration instructions

Ongoing cadence:

Monthly product update newsletter
Quarterly business review
Triggered update when deal advances or closes

Technology Partner Enablement Snapshot

What they need to know:

How the integration works technically
The joint value proposition (why customers should use both products)
When to refer you vs. when you'll refer them

What to give them:

Technical integration documentation
Joint solution brief
Use case examples
Co-sell playbook (trigger conditions, intro templates)

Ongoing cadence:

Shared Slack channel or monthly sync
Quarterly joint pipeline review
Triggered update when a joint deal closes

Referral Partner Enablement Snapshot

(Customers, advisors, community members)

What they need to know:

One clear sentence describing what you do
Who is a good fit to refer
Exactly how to make the referral

What to give them:

Simple referral link or form
2–3 sentence description they can copy/paste
One example of a successful referral match

Ongoing cadence:

Quarterly "what's new" update
Immediate notification when their referral enters the funnel
Update when referral closes (and payout, if applicable)

Affiliate Enablement Snapshot

What they need to know:

Commission structure and how to earn
How to create and use their tracking links
What content performs well

What to give them:

Unique tracking link or code
Commission rate and payout schedule
Creative assets (banner ads, copy templates, screenshots)
Performance dashboard access

Ongoing cadence:

Monthly performance report
Quarterly offer refresh
Triggered payout notification

Influencer Enablement Snapshot

What they need to know:

What you want them to say (and what to avoid)
Who in their audience would benefit most
How to track and report their results

What to give them:

Content brief (key messages, approved claims, restrictions)
Custom tracking link or promo code
Product access for authentic review
Usage rights guidance

Ongoing cadence:

Check-in before each campaign
Performance report after each piece of content
Quarterly relationship review

Outsourced Sales Enablement Snapshot

What they need to know:

The full sales process from prospecting to close
Product deeply enough to demo and handle objections
Commission structure, quota, and reporting requirements

What to give them:

Complete sales playbook
Product training and certification (mandatory)
Demo environment access
Objection handling guide
ICP and ideal conversation triggers

Ongoing cadence:

Weekly pipeline review
Call recording reviews and coaching
Monthly quota and commission review

Milestone & Goal-Setting Templates

From Setting & Achieving Ecosystem-Fueled Growth Goals

Milestone Roadmap Template

Use this to plan your ecosystem milestones for the year. Review quarterly.

| Quarter | Partner Recruitment Target | Partner Activation Target | Pipeline Target | Revenue Target | Status | |---------|---------------------------|--------------------------|-----------------|----------------|--------| | Q1 | | | | | | | Q2 | | | | | | | Q3 | | | | | | | Q4 | | | | | |

Goal Tracker Template

Use this monthly to track actual vs. target performance.

| Month | Partners Signed (Target/Actual) | Partners Active (Target/Actual) | Pipeline Generated (Target/Actual) | Revenue Closed (Target/Actual) | Notes | |-------|--------------------------------|--------------------------------|-------------------------------------|-------------------------------|-------| | Jan | / | / | / | / | | | Feb | / | / | / | / | | | Mar | / | / | / | / | |

Quarterly Review Template

Use this structure for your quarterly deep-dive review:

What we targeted this quarter: (List specific targets for each goal category)

What we actually achieved: (Fill in actuals for each goal)

What caused the gap (or overperformance): (Root cause analysis — be specific)

What we're adjusting for next quarter: (Specific changes to targets, motions, or processes)

The Full Playbook Series

All five playbooks are available as free downloads and as web pages:

The Ecosystem-Fueled Growth Playbook — What EFG is, why it matters, and the foundational concepts.
Setting & Achieving EFG Goals — How to set revenue-tied ecosystem goals that you can actually hit.
Activating Your Ecosystem Mix — How to pick the right motions for your company right now.
Tracking, Enablement & Metrics — The infrastructure that makes programs actually work.
Troubleshooting Ecosystem-Fueled Growth — What to do when things go sideways.