# /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
```bash
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:
```bash
# 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`:
```bash
NODE_PATH=~/system/node_modules node ~/system/tools/send-signing-email.js send <template_id> \
  '{"name":"Alem Basic","email":"alem@alai.no","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
```bash
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`:
```markdown
| <Partner Name> | <Tip> | Active | <datum> | — | <kontakt> | <revenue model> | <target> | <review date> | — | <notes> |
```

### Korak 8: Operativni setup
1. Kreiraj Slack kanal (ako potrebno):
```bash
node ~/system/tools/slack.js send general "New partner onboarded: <Partner Name> (<tip>)"
```

2. Kreiraj MC task za praćenje:
```bash
node ~/system/tools/mc.js add "Partner onboarding: <Partner> — first joint project setup" --priority M --route bizdev
```

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

4. Loguj u HiveMind:
```bash
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, adnan@symphony.is."

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" "adnan@symphony.is" --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
```bash
# 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
```