Partner Selling Season Progress Tracker
Track partner selling season progress with this comprehensive monthly template for strategic insights.
Purpose:This tool is for the lead GTM contact at each partner organization to actively track Selling Season execution. Use it to evaluate the effectiveness of planning, identify winning tactics, spot areas that need attention, and make ongoing strategic decisions.
Who Should Use This:Lead GTM, Revenue, or Product Marketing leader at the partner.
Use With:Your internal team, Check Partner Manager (optional to share), and your executive leadership for Selling Season visibility.
📆 Monthly Tracker Template (Repeat for Each Month: Sept – Jan)
Month: [Insert Month]
1. Defined Monthly GoalExamples: # of demos, payrolls run, leads sourced, webinars hosted, referral volume
- Goal: __________________________
2. Goal Outcome
- Did you hit your goal? Yes / No
- Result: __________________________
- % of Goal Achieved: ____________
3. What’s WorkingBullet out tactics, campaigns, or channels that are driving results
4. What’s Not WorkingBe honest about channels or ideas that are underperforming
5. Near-Term Actions (Next 2 Weeks)What’s being deployed, tested, or reviewed?
6. Key Metrics
Metric | Target | Actual | Notes |
Demos Completed | [ ] | [ ] | |
Payrolls Run | [ ] | [ ] | |
Email Campaign Open Rate | [ ]% | [ ]% | |
Webinar Attendance | [ ] | [ ] | |
In-App Prompt CTR | [ ]% | [ ]% | |
CPA Referrals Sourced | [ ] | [ ] |
7. Partner-Specific LearningsInsights your org is discovering unique to your customers or GTM fit
8. Support NeedsList what help you want from Check or internally
Recommendation: Save one copy of this template for each month from September to January. Review weekly, update mid-month and end-of-month. Use it to brief execs, stay agile, and collaborate smarter with Check.
Last updated on September 23, 2025