Next-Gen PartnerOps Symposium Austin event

Panel 1: Laying the Foundation: Strategize, Recruit, Onboard & Enable

Laying the Foundation: Strategize, Recruit, Onboard & Enable

In Panel 1 of PartnerOps Austin, ZINFI’s Founder & CEO Sugata Sanyal brings together a dynamic lineup of ecosystem leaders for a foundational discussion on partner strategy, recruitment, onboarding, and enablement. This group includes Antonio Caridad from Tricentis, Mary Catherine Wilson from FutureTech, Ted Finch from Channimal, and Jennifer Rhima from Apollo.io. Together, they break down the frameworks driving modern partner relationship management, from lean startup playbooks to extensive enterprise realignment.

Whether you’re building a program from scratch or optimizing a mature PRM motion, this panel will discuss the must-have methods, tools, and organizational mindsets for scaling through partnerships. You’ll hear everything from how to define your Ideal Partner Profile to why onboarding is like a first date and why the 90-day window matters most.

Listen now to get a front-row seat to the future of PartnerOps—direct from Austin’s innovation ecosystem.

Panel Focus: Laying the Foundation: Strategize, Recruit, Onboard & Enable

Topic 1: Why Austin? Local Energy Fuels Global PartnerOps Vision

ZINFI’s Founder and CEO, Sugata Sanyal, starts the session by highlighting Austin’s unique energy and strategic relevance as a launchpad for this PartnerOps series. Drawing on ZINFI’s roots as a channel marketing agency and now a global provider of partner relationship management (PRM) software, Sugata explains the intent behind smaller, networking-focused events. Unlike large trade shows, these curated panels foster authentic dialogue about real-world partner onboarding and enablement strategies. The Austin panel aims to blend thought leadership with execution, connecting local innovators to broader ecosystem challenges and opportunities.

Sugata emphasizes that PartnerOps is evolving into a framework-based discipline akin to DevOps, where standardized processes and toolsets can increase scalability and reduce friction. Panelists from Apollo, FutureTech, and Channimal will lead this session to dissect what works—and why—in partner ecosystems. The conversation begins with foundational themes like internal alignment, partner recruitment, and defining operational metrics—crucial elements of effective partner onboarding.

This introduction establishes the event’s dual purpose: generate high-value local engagement while contributing to ZINFI’s broader effort to standardize PartnerOps practices. The Austin session is not just a one-off; it’s the start of a national series aimed at uncovering the playbooks behind scalable PRM software and channel success. With the rise of complex, multi-role partners and increasing expectations around co-marketing and co-selling, effective partner onboarding has never been more critical to ecosystem success.

Topic 2: From Channel to Ecosystem: Defining the New PRM Landscape

The panel addresses a fundamental industry shift from traditional channel structures to dynamic, multi-role partner ecosystems. The legacy model of resell and distribution has evolved into integrated motions that include referrals, co-marketing, co-selling, and technology alliances. While this evolution is a natural response to customer demands, operational structures have lagged—making partner onboarding significantly more complex than in previous decades.

Panelists emphasize that today’s partners expect more than basic discounts or margins. Partner programs succeed by offering a full-service experience from day one—covering technical enablement, marketing alignment, and strategic account engagement. A modern onboarding experience must be fast, relevant, and tailored to a partner’s role in the ecosystem.

The conversation highlights that traditional one-size-fits-all onboarding is no longer effective. Successful programs now differentiate partners by type, function, and industry segment. Teams that build flexible, role-based onboarding paths will likely drive partner activation and retention. The key takeaway: scalable PRM strategies must start with onboarding that reflects the complexity and diversity of today’s partner landscape.

Topic 3: Partner Strategy 101: From ICP to IPP to Scalable Ops

The panel explores foundational elements of PartnerOps strategy, starting with internal readiness. Before recruiting partners, organizations must align cross-functional teams around shared definitions of success. Establishing an Ideal Customer Profile (ICP) provides a lens through which to identify the Ideal Partner Profile (IPP). Without this alignment, onboarding and partner engagement efforts often become fragmented and ineffective.

Panelists build on strategic alignment and explain how partner-facing programs must reflect core marketing principles like product-market fit, pricing strategy, and placement. Each element becomes a checkpoint within onboarding: Is the product positioned for partners? Are margins attractive? Are partners equipped to access customers through the proper channels?

The discussion underscores the importance of internal collaboration during onboarding design. Programs that bring in stakeholders from sales, product, and customer success early in the process are more likely to scale. Effective onboarding is not just about checklists—it’s about aligning value across the organization and delivering a partner experience that builds trust from the first interaction.

Topic 4: Partner Recruitment: Standing Out in a Noisy Digital World

The panel turns to partner recruitment and the realities of standing out in a highly saturated digital landscape. High-volume recruitment campaigns may look impressive, but without structured onboarding and clear value messaging, new partners are likely to disengage before becoming productive.

Successful recruitment programs rely on personalization and relevance. Messaging must emphasize how the partnership creates mutual value for the vendor and the partner’s customers. Outreach strategies now include influencer discovery, review platforms, and targeted digital content designed to build trust before a formal engagement ever begins.

The conversation highlights the partner’s point of view. Many potential partners receive a flood of form-based emails and generic outreach. Successful vendors treat recruitment as the first onboarding stage—transparent, thoughtful, and frictionless. The panel agrees recruitment and onboarding are not sequential in today’s market—they are continuous and deeply intertwined.

Topic 5: Onboarding & Enablement: From Bootcamps to Micro-Moments

In the final segment, the panel explores how onboarding and enablement practices are adapting to meet the needs of today’s partners. Experts now frame onboarding as a “first date”—a critical window where you build or lose trust. Rather than front-loading hours of generic training, modern programs focus on contextual, just-in-time enablement that aligns with real-world partner activity.

Panelists share structured onboarding models designed for speed and early success. These include quick-start guides, launch campaigns, and lightweight sales enablement—delivered within the first 90 days to accelerate time-to-first-deal. This approach can dramatically outperform industry averages for partner activation and engagement when done well.

The conversation emphasizes that enablement must be dynamic and usage-based. Programs increasingly leverage tools like Slack, micro-webinars, and performance-based nudges to support partners in real time. Feedback loops from partner councils and early adopters are critical to refining these experiences. The shared conclusion is that onboarding and enablement must reflect the complexity of the ecosystem and adapt as fast as it evolves.

Panel 2: Execution at Scale: Co-Market, Co-Sell & Incentivize

Execution at Scale: Co-Market, Co-Sell & Incentivize

In Panel 2 of PartnerOps Austin, ZINFI’s Founder & CEO Sugata Sanyal returns with another powerhouse lineup focused on execution. Featuring Eleanor Thompson (Branchworks), Justin Zimmerman (Partner Playbooks), Vineet Sharma (Cloudera), and Mei Zhou (WoW Consulting Agency), this session dives into the real mechanics of PartnerOps at scale.

The panel breaks down how successful teams execute co-marketing programs, streamline co-sell motions, and evolve incentives from transactional to influence-driven. Each speaker shares concrete examples, from Vineet’s multi-vendor AI stack rollouts to Eleanor’s high-conversion onboarding playbooks, Mei’s vertically targeted partner orchestration, and Justin’s partner pod strategies.

Panel 2 offers a real-world look at how modern GTM teams use agile frameworks, automated systems, and role-specific incentives to align internal teams and ecosystem partners. If you want to see what high-performance PartnerOps execution looks like, this session delivers—fast, practical, and scalable.

Panel Focus: Execution at Scale: Co-Market, Co-Sell & Incentivize

Topic 1: Why Execution Is the Next Frontier in PartnerOps

The panel discusses how PartnerOps is evolving—from a high-level strategy into a structured, systems-driven discipline. Execution has become the differentiator in ecosystems where speed, coordination, and cross-functional alignment are critical. Panelists emphasize that PartnerOps is no longer reactive—it is now a strategic design layer that enables companies to operate with agility and precision.

The conversation focuses on how execution must begin with the customer in mind. Many organizations are adopting “outside-in” strategies—building GTM programs that start with real use cases and then align internal and partner resources accordingly. Coordination becomes non-negotiable when multiple vendors are involved—across cloud, compute, or services. PartnerOps teams function like engineering groups, orchestrating execution across stakeholder layers.

Panelists also highlight the importance of adaptability, especially in regulated or complex industries. Execution isn’t about asset delivery—it’s about removing friction, enabling momentum, and ensuring that programs can scale in dynamic market conditions. Execution is no longer a supporting act. It is the show.

Topic 2: Partner Co-Marketing in Action: Frameworks That Convert

The discussion shifts to co-marketing, where panelists explore the challenges and opportunities of executing ecosystem campaigns across multiple partner organizations. One approach that resonates is the concept of “partner pods”—small, aligned groups that co-market around a shared Ideal Customer Profile (ICP). These pods leverage custom landing pages, shared campaign flows, and unified messaging to drive conversions collectively.

Panelists underscore the need for personalization and rapid iteration. Especially in the mid-market, partners want ready-to-launch campaigns that are practical, scalable, and tied to real buyer needs. Rather than delivering significant, abstract brand assets, PartnerOps should enable quick wins through modular content that maps directly to each partner’s sales process.

Real-world examples highlight how co-marketing becomes exponentially more complex when local compliance, language, or public-sector approvals are involved. Yet even under pressure, campaigns can launch in weeks—not months—if PartnerOps plays the role of GTM architect, synchronizing approvals, content, timelines, and distribution. Campaigns are no longer marketing’s job alone—they’re a PartnerOps product.

Topic 3: Co-Selling in the Age of Ecosystem Complexity

Co-selling is no longer just about aligning sales teams—it’s about managing the complexity of multiple stakeholders, systems, and value propositions. The panel explores how leading PartnerOps teams orchestrate joint selling motions with hyperscalers, GSIs, niche service providers, and technology alliances.

Panelists emphasize that success starts with clarity—co-sell engagements must begin with a shared definition of success. Is the goal deal influence, joint pipeline, or delivery activation? This clarity drives structured pre-alignment, partner matching, and organization pipeline visibility.

The conversation turns to vertical selling and regulated markets, where solution complexity introduces layers of risk, procurement hurdles, and stakeholder coordination. PartnerOps plays a critical role in mapping out sales engagements through decision frameworks and escalation paths in these environments. Additionally, panelists describe how automation enables faster opportunity routing, lead sharing, and attribution—turning co-sell from a calendar management challenge into a streamlined execution process.

Topic 4: Redefining Incentives: Influence, Engagement, and Trust

In this section, the panel shows how they’re reshaping traditional partner incentive models to reflect today’s partner contributions better. Commission alone is no longer sufficient—especially in complex or multi-touch GTM environments. Instead, panelists advocate for incentives that reward influence, engagement, and intent—not just closed deals.

The panel discusses layered incentive models tied to behaviors like training completion, campaign participation, or deal velocity. These programs shift focus from end-stage compensation to mid-journey performance indicators. Organizations increasingly use incentives to guide behavior throughout the partner lifecycle—driving the right actions at the right time.

Throughout the discussion, panelists emphasize that PartnerOps must lead incentive design to track payouts and align rewards with strategic priorities. Influence must become trackable and actionable. When measured correctly, incentive structures drive motivation, deepen engagement, and signal what the organization values from its partners.

Topic 5: The Future of PartnerOps: From Playbooks to Pipelines

The final segment of the panel looks forward. Panelists explore what the next phase of PartnerOps execution will look like in a world of AI, automation, and lean GTM teams. The consensus is that PartnerOps will evolve from a coordination function into a fully operational business layer—serving as the control center for ecosystem execution.

One emerging trend is the rise of AI-enabled, small-footprint GTM squads that run entire partner programs through automation, segmentation, and intelligent routing. These teams manage ecosystems with unprecedented agility—focusing on output, not headcount.

The conversation closes with a call to treat PartnerOps like a product. Execution frameworks, incentive models, co-sell processes, and campaign flows should be modular, testable, and continuously iterated. Those that can activate the right partners quickly—and at scale—will define the future of ecosystem growth. The organizations that win will engineer execution, not improvise it.

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