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/onboard-partner

Source: ~/.claude/skills/onboard-partner/SKILL.md

Onboard Partner — Guided Partner Onboarding Workflow

Description

Vodeni workflow za onboarding novog partnera. Od klasifikacije tipa partnera do potpisa ugovora i operativnog setup-a. Prati ~/ALAI/processes/partner-management.md proces.

Trigger

Koristi ovaj skill kad:

  • Alem kaže "novi partner", "new partner", "partnerski ugovor"
  • Nova kompanija želi saradnju (delivery, referral, tech, strategic)
  • Postojeći kontakt prelazi u partnerski odnos

Alati

  • Contacts: ~/system/tools/contacts.js
  • Signing: ~/system/tools/send-signing-email.js
  • Documents: ~/system/tools/docusign.js
  • Tasks: node ~/system/tools/mc.js
  • Pipeline: ~/system/tools/sales-pipeline.js
  • Proces doc: ~/ALAI/processes/partner-management.md
  • Partner dir: ~/ALAI/partners/PARTNER-DIRECTORY.md

Workflow

Korak 1: Klasificiraj tip partnera

Pitaj Alema ili odredi iz konteksta:

Tip Opis Revenue Model
Technology Cloud, SaaS, AI provajderi Discounts, co-marketing
Delivery Dev shopovi, consulting firme Margin 20-40% (mi invoiciramo klijenta)
Referral Pojedinci/firme koji šalju klijente Komisija 5-15% first-year
Strategic Joint delivery/product partneri Revenue split (50/50 default)

Prikupi podatke:

  1. Ime partnera (firma)
  2. Kontakt osoba (ime, email, pozicija)
  3. Tip partnera (technology/delivery/referral/strategic)
  4. Šta nude (kratki opis)
  5. Revenue potencijal (godišnji estimate)
  6. Org. number (ako norveški)
  7. Zemlja

Korak 2: Due Diligence

Provjeri partnera (minimum za početak):

Financial:

  • Company registry check (Proff.no za Norveška, ili lokalni registar)
  • Financials: prihod, profit, stabilnost
  • Bankruptcy history

Technical:

  • Tech stack kompatibilnost
  • Portfolio / case studies
  • Security practices (GDPR, ISO 27001?)

Operational:

  • Reference checks (2-3 ako moguće)
  • Timezone / availability
  • Team size

Kreiraj due diligence report:

~/ALAI/partners/<PARTNER>/intake/due-diligence-report.md

CEO GATE: Due diligence report → Alem + John approve → proceed Pokaži Alemu: risk assessment (H/M/L), Go/No-Go preporuku.

Korak 3: Kreiraj partner directory

mkdir -p ~/ALAI/partners/<PARTNER>/{intake,legal,comms/{meetings,check-ins,reviews},financials}

Kreiraj ~/ALAI/partners/<PARTNER>/partner-profile.md:

  • Ime, tip, kontakt, revenue model
  • Due diligence summary
  • Strategic value
  • Risk assessment

Korak 4: NDA

Pošalji NDA koristeći /send-for-signing workflow:

# Kreiraj NDA
NODE_PATH=~/system/node_modules node ~/system/tools/docusign.js create "<PARTNER>" nda \
  --field CLIENT_NAME="<partner-ime>" \
  --field CLIENT_EMAIL="<kontakt-email>" \
  --field CLIENT_REPRESENTATIVE="<kontakt-osoba>"

# Test + Send via send-for-signing skill

Gate: NDA potpisan od obje strane

Korak 5: Partnership Agreement

Na osnovu tipa partnera, kreiraj agreement:

Delivery Partner:

  • Subcontractor rate definition
  • Quality standards
  • IP ownership (client retains)
  • SLA requirements
  • Non-compete clause

Referral Partner:

  • Commission structure (10% < 100K, 5% > 100K NOK)
  • Lead qualification criteria
  • Payment terms (after client's first payment)
  • Non-solicitation

Strategic Partner:

  • Revenue split (default 50/50)
  • Joint delivery responsibilities
  • IP ownership split
  • Invoicing procedure (bi-weekly/monthly)
  • Audit rights
  • Exit clause

CEO GATE: Agreement → Alem pregleda i odobri → tek onda šalji na potpis.

Pošalji via /send-for-signing:

NODE_PATH=~/system/node_modules node ~/system/tools/send-signing-email.js send <template_id> \
  '{"name":"Alem Basic","email":"[email protected]","role":"First Party"}' \
  '{"name":"<Partner Contact>","email":"<email>","role":"Second Party"}' \
  --subject "Partnership Agreement — ALAI x <Partner>" \
  --doc-name "Partnership Agreement"

Gate: Agreement potpisan od obje strane

Korak 6: Dodaj u contacts.db

NODE_PATH=~/system/node_modules node ~/system/tools/contacts.js add "<kontakt-osoba>" "<email>" \
  --company "<Partner Name>" \
  --type partner \
  --role "<pozicija>" \
  --notes "Partner type: <tip>. Agreement signed <datum>."

Korak 7: Update Partner Directory

Dodaj entry u ~/ALAI/partners/PARTNER-DIRECTORY.md:

| <Partner Name> | <Tip> | Active | <datum> | — | <kontakt> | <revenue model> | <target> | <review date> | — | <notes> |

Korak 8: Operativni setup

  1. Kreiraj Slack kanal (ako potrebno):
node ~/system/tools/slack.js send general "New partner onboarded: <Partner Name> (<tip>)"
  1. Kreiraj MC task za praćenje:
node ~/system/tools/mc.js add "Partner onboarding: <Partner> — first joint project setup" --priority M --route bizdev

  1. Zakaži monthly check-in (prvi u roku 30 dana)

  2. Loguj u HiveMind:

node ~/system/agents/hivemind/hivemind.js post john event "New partner onboarded: <Partner Name> (<tip>). Agreement signed. Revenue model: <model>."

Korak 9: Revenue konfiguracija

Na osnovu tipa:

Delivery: Dogovori subcontractor rate. Dokumentuj u agreement. Referral: Definiši commission tiers. Dokumentuj u agreement. Strategic: Definiši split %. Setup dedicated payment tracking.

Pravila

  1. CEO odobrava — Alem mora odobriti onboarding PRIJE slanja agreement-a
  2. Due diligence obavezan — Minimum financial + operational check
  3. NDA prije Agreement-a — NDA mora biti potpisan prije partnership agreement-a
  4. Koristi /send-for-signing — NIKAD slati dokumente mimo standardnog flow-a
  5. Partner Directory update — SVAKI novi partner mora biti u PARTNER-DIRECTORY.md
  6. contacts.db update — SVAKI partner kontakt mora biti u contacts.db
  7. MC task — UVIJEK kreiraj tracking task za novog partnera
  8. Revenue model dokumentovan — Commission/margin/split MORA biti u agreement-u
  9. Review date — Postavi annual review datum (datum potpisa + 12 mjeseci)
  10. Exit clause — SVAKI agreement MORA imati exit clause (90 dana notice default)

Primjer — Delivery Partner

Alem: "Symphony.is želi biti delivery partner. Kontakt Adnan, [email protected]."

John:
1. Tip: Delivery (subcontracting)
2. Due diligence: 650+ engineers, Bosnia/Serbia, enterprise clients
   → Risk: M (large minimum, dependency risk)
   → Recommendation: GO with careful scope management
3. Alem approves → proceed
4. mkdir ~/ALAI/partners/symphony-is/{intake,legal,comms,financials}
5. NDA → send-for-signing → signed
6. Subcontractor Agreement → Alem reviews → send-for-signing → signed
7. contacts.js add "Adnan Cesko" "[email protected]" --company "Symphony.is" --type partner
8. PARTNER-DIRECTORY.md updated
9. MC task: "Symphony.is: first joint project identification"
10. HiveMind: "New partner: Symphony.is (Delivery). 650+ engineers. Revenue potential: $500K+/yr"

Primjer — Referral Partner

Alem: "Kerim će nam slati klijente. 10% komisija."

John:
1. Tip: Referral
2. Minimal DD (individual, known contact)
3. Simple referral agreement: 10% of first-year contract value
4. contacts.js add + PARTNER-DIRECTORY.md
5. Track referrals via sales-pipeline.js source="referral"

Status Tracking

# Partner directory
cat ~/ALAI/partners/PARTNER-DIRECTORY.md

# Partner kontakti
NODE_PATH=~/system/node_modules node ~/system/tools/contacts.js list --type partner

# Partner MC tasks
node ~/system/tools/mc.js list | grep -i partner

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