The Pedowitz Group Logo in blue and green colors
  • Solutions
    1-1
    MARKETING CONSULTING
    Operations
    Marketing Operations
    Revenue Operations
    Lead Management
    Strategy
    Revenue Marketing Transformation
    Customer Experience (CX) Strategy
    Account-Based Marketing
    Campaign Strategy
    CREATIVE SERVICES
    CREATIVE SERVICES
    Branding
    Content Creation Strategy
    Technology Consulting
    TECHNOLOGY CONSULTING
    Adobe Experience Manager
    Oracle Eloqua
    HubSpot
    Marketo
    Salesforce Sales Cloud
    Salesforce Marketing Cloud
    Salesforce Pardot
    4-1
    MANAGED SERVICES
    MarTech Management
    Marketing Operations
    Demand Generation
    Email Marketing
    Search Engine Optimization
    Answer Engine Optimization (AEO)
  • AI Services
    ai strategy icon
    AI STRATEGY AND INNOVATION
    AI Roadmap Accelerator
    AI and Innovation
    Emerging Innovations
    ai systems icon
    AI SYSTEMS & AUTOMATION
    AI Agents and Automation
    Marketing Operations Automation
    AI for Financial Services
    ai icon
    AI INTELLIGENCE & PERSONALIZATION
    Predictive and Generative AI
    AI-Driven Personalization
    Data and Decision Intelligence
  • HubSpot
    hubspot
    HUBSPOT SOLUTIONS
    HubSpot Services
    Need to Switch?
    Fix What You Have
    Let Us Run It
    HubSpot for Financial Services
    HubSpot Services
    MARKETING SERVICES
    Creative and Content
    Website Development
    CRM
    Sales Enablement
    Demand Generation
  • Resources
    Revenue Marketing
    REVENUE MARKETING
    2025 Revenue Marketing Index
    Revenue Marketing Transformation
    What Is Revenue Marketing
    Revenue Marketing Raw
    Revenue Marketing Maturity Assessment
    Revenue Marketing Guide
    Resources
    RESOURCES
    CMO Insights
    Case Studies
    Blog
    Revenue Marketing
    Revenue Marketing Raw
    OnYourMark(et)
    assessments
    ASSESSMENTS
    Assessments Index
    Marketing Automation Migration ROI
    Revenue Marketing Maturity
    HubSpot Interactive ROl Calculator
    Website Grader
    AI Agents
    Content Analyzer
    Marketing Automation
    AI Readiness Assessment
    HubSpot TCO
    guide
    GUIDES
    Revenue Marketing Guide
    The Loop Methodology Guide
    Revenue Marketing Architecture Guide
    Value Dashboards Guide
    AI Revenue Enablement Guide
    AI Agent Guide
    The Complete Guide to AEO
  • About Us
    industry icon
    WHO WE SERVE
    Technology & Software
    Financial Services
    Manufacturing & Industrial
    Healthcare & Life Sciences
    Media & Communications
    Business Services
    Higher Education
    Hospitality & Travel
    Retail & E-Commerce
    Automotive
    about
    ABOUT US
    Our Story
    Leadership Team
    How We Work
    RFP Submission
    Contact Us
  • Solutions
    1-1
    MARKETING CONSULTING
    Operations
    Marketing Operations
    Revenue Operations
    Lead Management
    Strategy
    Revenue Marketing Transformation
    Customer Experience (CX) Strategy
    Account-Based Marketing
    Campaign Strategy
    CREATIVE SERVICES
    CREATIVE SERVICES
    Branding
    Content Creation Strategy
    Technology Consulting
    TECHNOLOGY CONSULTING
    Adobe Experience Manager
    Oracle Eloqua
    HubSpot
    Marketo
    Salesforce Sales Cloud
    Salesforce Marketing Cloud
    Salesforce Pardot
    4-1
    MANAGED SERVICES
    MarTech Management
    Marketing Operations
    Demand Generation
    Email Marketing
    Search Engine Optimization
    Answer Engine Optimization (AEO)
  • AI Services
    ai strategy icon
    AI STRATEGY AND INNOVATION
    AI Roadmap Accelerator
    AI and Innovation
    Emerging Innovations
    ai systems icon
    AI SYSTEMS & AUTOMATION
    AI Agents and Automation
    Marketing Operations Automation
    AI for Financial Services
    ai icon
    AI INTELLIGENCE & PERSONALIZATION
    Predictive and Generative AI
    AI-Driven Personalization
    Data and Decision Intelligence
  • HubSpot
    hubspot
    HUBSPOT SOLUTIONS
    HubSpot Services
    Need to Switch?
    Fix What You Have
    Let Us Run It
    HubSpot for Financial Services
    HubSpot Services
    MARKETING SERVICES
    Creative and Content
    Website Development
    CRM
    Sales Enablement
    Demand Generation
  • Resources
    Revenue Marketing
    REVENUE MARKETING
    2025 Revenue Marketing Index
    Revenue Marketing Transformation
    What Is Revenue Marketing
    Revenue Marketing Raw
    Revenue Marketing Maturity Assessment
    Revenue Marketing Guide
    Resources
    RESOURCES
    CMO Insights
    Case Studies
    Blog
    Revenue Marketing
    Revenue Marketing Raw
    OnYourMark(et)
    assessments
    ASSESSMENTS
    Assessments Index
    Marketing Automation Migration ROI
    Revenue Marketing Maturity
    HubSpot Interactive ROl Calculator
    Website Grader
    AI Agents
    Content Analyzer
    Marketing Automation
    AI Readiness Assessment
    HubSpot TCO
    guide
    GUIDES
    Revenue Marketing Guide
    The Loop Methodology Guide
    Revenue Marketing Architecture Guide
    Value Dashboards Guide
    AI Revenue Enablement Guide
    AI Agent Guide
    The Complete Guide to AEO
  • About Us
    industry icon
    WHO WE SERVE
    Technology & Software
    Financial Services
    Manufacturing & Industrial
    Healthcare & Life Sciences
    Media & Communications
    Business Services
    Higher Education
    Hospitality & Travel
    Retail & E-Commerce
    Automotive
    about
    ABOUT US
    Our Story
    Leadership Team
    How We Work
    RFP Submission
    Contact Us
Skip to content

How Do You Assess Partner Skills and Readiness?

Establish a fair, repeatable readiness assessment that verifies skills, capacity, and customer outcomes. Use role-based rubrics, performance tasks, and data from deals and delivery to know which partners are ready—now.

Get the Revenue Marketing eGuide Take the Revenue Marketing Maturity Assessment

To assess partner skills and readiness, define role-based competencies (Sales, Solutions, Implementation, Admin), evaluate via performance tasks and artifacts (demos, designs, configs), and triangulate with operational data (cycle time, CSAT, renewal/expansion). Score with a readiness rubric (skills × capacity × outcomes) and set clear remediation paths to close gaps.

What Goes Into a Readiness Assessment?

Role Competencies — Define must-have skills by role (discovery, scoping, build, operate) tied to customer outcomes.
Performance Evidence — Require demos, solution designs, configuration labs, and case artifacts—not just quiz scores.
Capacity Signals — Bench of certified people, utilization, coverage by region/vertical, and delivery bandwidth.
Outcome Metrics — Time-to-live, defect rate, CSAT/NPS, renewal/expansion, and attach/upsell rates.
Governance & Fairness — Standard rubric, double scoring for borderline cases, and audit trail for partner tiering decisions.
Signals to Market — Publish readiness badges and partner directory filters to help customers find qualified teams.

The Partner Readiness Playbook

Use this sequence to measure real ability, not just training completion—and accelerate customer time-to-value.

Define → Instrument → Evaluate → Validate → Tier → Improve → Govern

  • Define competencies: Map skills by role with observable behaviors and artifacts; align to business outcomes.
  • Instrument evidence collection: Standardize templates for demos, designs, configs, and project postmortems.
  • Evaluate performance: Proctor labs, score demos, and review solution designs against a rubric.
  • Validate with data: Pull CSAT, defect rates, time-to-live, and renewal/expansion from CRM/PSA.
  • Tier partners: Bronze/Silver/Gold/Platinum based on composite readiness score and customer references.
  • Improve & remediate: Prescribe enablement plans, mentors, and timelines to close gaps.
  • Govern & refresh: Quarterly calibration, spot audits, and versioned rubric updates.

Partner Readiness Maturity Matrix

Capability From (Ad Hoc) To (Operationalized) Owner Primary KPI
Competency Model Generic training lists Role-based competencies tied to outcomes Partner Ops/Enablement Time-to-first-win, Ramp Time
Assessment Design Knowledge quizzes Performance tasks, artifacts, and observed behaviors Certification/SMEs Pass Band Validity, Skill Coverage
Operational Data Limited reporting Automated CSAT/defect/TTL/renewal feeds RevOps/PSA CSAT, TTL, Expansion
Readiness Tiering Subjective labels Scored tiers with audits and references Partner Program Win Rate, Delivery Quality
Continuous Improvement One-off fixes Remediation plans, mentoring, CEUs Enablement Gap Closure Rate
Market Signal Internal-only status Public badges and partner locator filters Marketing/Partner Qualified Pipeline Influence

Partner Snapshot: Raising the Bar with Readiness Scoring

A cloud platform introduced performance-based assessments and operational data checks. Within two quarters, partners cut time-to-live by 24% and improved CSAT by 9 points, leading to higher renewal and expansion rates.

A readiness assessment isn’t a test—it’s a system that combines skills, capacity, and outcomes to predict customer success. Calibrate quarterly and publish results to guide tiering and co-selling.

Frequently Asked Questions about Partner Readiness

How is readiness different from certification?
Certification verifies individual skills; readiness adds capacity and outcome metrics at the partner level to predict customer results.
What evidence should we collect?
Demos, solution designs, configuration labs, project postmortems, CSAT/NPS, defect rates, and time-to-live.
How often should we reassess partners?
Quarterly light checks with an annual deep review; trigger reassessment after major releases or leadership changes.
How do we prevent bias?
Use a standardized rubric, blind review where possible, double-score borderline cases, and keep an audit trail.
How do we show readiness to customers?
Issue verifiable badges, list competencies and references in your partner directory, and allow filtering by role and industry.

Operationalize Partner Readiness

Score real capability with performance tasks and outcome data, then align enablement and tiering to accelerate customer value.

Get the Revenue Marketing eGuide Take the Revenue Marketing Maturity Assessment
Explore More
Revenue Marketing Transformation (RM6™) Revenue Marketing eGuide Revenue Marketing Maturity Assessment

Get in touch with a revenue marketing expert.

Contact us or schedule time with a consultant to explore partnering with The Pedowitz Group.

Send Us an Email

Schedule a Call

The Pedowitz Group
Linkedin Youtube
  • Solutions

  • Marketing Consulting
  • Technology Consulting
  • Creative Services
  • Marketing as a Service
  • Resources

  • Revenue Marketing Assessment
  • Marketing Technology Benchmark
  • The Big Squeeze eBook
  • CMO Insights
  • Blog
  • About TPG

  • Contact Us
  • Terms
  • Privacy Policy
  • Education Terms
  • Do Not Sell My Info
  • Code of Conduct
  • MSA
© 2025. The Pedowitz Group LLC., all rights reserved.
Revenue Marketer® is a registered trademark of The Pedowitz Group.