Your Company Partner Program Name Quarterly Business Review

Your Company Partner Program Name Quarterly Business Review Qx, 2020 YOUR LOGO | PARTNER PROGRAM LOGO

Keys to a Successful QBR (Delete This Slide) ● Tell a compelling story ● Discuss KPIs ● Focus a portion of the presentation on the future ● Look for connectedness ● Include real results ● Be brief and consistent Tip: DELETE THIS SLIDE: Here are some ideas for what you should hope to accomplish in your QBR YOUR LOGO | PARTNER PROGRAM LOGO

Agenda 1. Introductions 2. [Your Company] Updates 3. Review Partner Scorecard 4. Plan Improvements Tip: Update this slide based on your leadership’s expectations/goals for your company’s partner program. Set expectations clearly for what you hope to accomplish during this presentation. 5. Review sales pipeline and quarter success 6. Feedback, Requests, Questions YOUR LOGO | PARTNER PROGRAM LOGO

Introductions YOUR LOGO | PARTNER PROGRAM LOGO

Your [Your Company Name] Team Tip: Add key members to your partner program YOUR TEAM MEMBER #1 POSITION, YOUR COMPANY NAME person@yourcompany. com www. yourcompany. com https: //www. linkedin. com/in/teammember 1/ https: //www. linkedin. com/company/yourcompany/ YOUR TEAM MEMBER #2 POSITION, YOUR COMPANY NAME person@yourcompany. com www. yourcompany. com https: //www. linkedin. com/in/teammember 2/ https: //www. linkedin. com/company/yourcompany/ YOUR LOGO | PARTNER PROGRAM LOGO

[Your Company] Updates ● Press Release ● Product Update Tip: Omit this slide if there is nothing notable since the last business review YOUR LOGO | PARTNER PROGRAM LOGO

Results Review YOUR LOGO | PARTNER PROGRAM LOGO

Scorecard Review Partner Name QBR Participants from Partner QBR Participants from your team Training Completed versus Plan Training offered (Webinars, Learning Tracks) Deals Registered/Closed versus Plan Deal Support During Period from your Team MDF ROI - MDF funds delivered and what it yielded. What MDF has not been claimed. Examples of Successful Plays (i. e. - when Sally went through the extra training on selling against Competitor X and went after deals in the Financial Services industry, she had a higher win rate versus others. Tip: There is no right way to do a channel partner scorecard. Do what makes the most sense for you and your partners. YOUR LOGO | PARTNER PROGRAM LOGO

Partner Engagement Review Primary KPIs ● Learning track completion ● Deal reg ● MDF Tip: Create a visual for your partners. Breakdown the types of engagement per rep/partner and a total. Secondary KPIs ● Logins ● Which partner is engaging with your content most? ● Which content is engaged with the most? ● Top and bottom performers YOUR LOGO | PARTNER PROGRAM LOGO

How to Pull Metrics from Allbound Tip: Visit the Channel Insights tab, click the export from here button, and it’ll bring you to the screen below. You can easily extract QBR metrics from there! It’s never been easier. YOUR LOGO | PARTNER PROGRAM LOGO

Pipeline + Deal Registration Review ● Was there an agreement? ● How are they tracking vs the agreement? ● Link to channel insights ● How much pipeline has been created by this partner? ● How much pipeline has their top performing rep created? ● Is there a pattern in the type of industry in the closed deals? Tip: Create a visual for your partners. Breakdown the deals registered per rep and a total. YOUR LOGO | PARTNER PROGRAM LOGO

Next Steps ● Plan improvements here ● Given what was agreed to and how we’re tracking, what can you do for your partners to help them succeed? ● What can they do? ● What are some lessons learned? ● When are we going to meet next? Tip: This slide should be filled out with your partners. Come up with next steps as a team. The more specific you can be here, the better. YOUR LOGO | PARTNER PROGRAM LOGO

Feedback + Requests ● Fill out as executives provide feedback. ● Next steps: Tip: You should walk away with clear and concise next steps. YOUR LOGO | PARTNER PROGRAM LOGO

About Allbound is a PRM (partner relationship management) platform that gives its customers and partners real-time access to sales enablement, marketing tools, and resources. Users can manage the partner life cycle from onboarding, training, enablement to pipeline management. Allbound’s business intelligence (BI), called Channel Insights, gives customers a clear understanding on what is working across their channel or with a specific partner. Allbound provides automation of manual tasks in partner interactions, supporting partner competitiveness through insights. Learn more at: www. allbound. com