Key tips – Building the partner program from scratch : Post-Mortem: Partner Journey 🚧

I’ve optimized partnership programs before, but building one from scratch? That was a first. And let me tell you, it hit different. 💥

I started with the basics (that aren’t so basic): 

✅ CRM-integrated flows 

✅ Custom fields to tag partner types 

✅ Auto-tiering by referrals 

✅ Commission logic baked in 

✅ Indication tracking for Partners and for the Company from day one

This wasn’t just a build, it was a foundation. 🧱Sure, there’s still a lot to improve (welcome to RevOps 😅), but enabling this kind of structure right out of the gate? That feels like progress.

What made it even more special was how theory met practice. While designing the program, I kept revisiting ideas from Ecosistema de Parceiros, Ecosystem-Led Growth, and Revenue Architecture — and wow, they all clicked. 📚✨

This is what I love about RevOps: using strategy + systems to solve real business pain. Let’s see what comes next. 🚀

Materials:

Ecossistema de parceiros

Ecosystem-led growth

Revenue Architecture

Used Software:

Hubspot – CRM

Ref. rocks – Partner Portal