The strategy workspace is where PartnerOS translates your company context into actionable partner strategy. It uses the Ideal Customer Profile (ICP) and Ideal Partner Profile (IPP) you built during onboarding as a foundation, then extends them into a set of strategy artifacts you can explore, edit with AI, and share with stakeholders. Every section in the workspace is regenerable — the AI outputs are starting points, not locked-in documents. Navigate to Strategy in the sidebar to open the workspace.Documentation Index
Fetch the complete documentation index at: https://docs.partneros.ai/llms.txt
Use this file to discover all available pages before exploring further.
How the workspace is organized
The strategy workspace is divided into four tabs, each covering a distinct dimension of your partner strategy:Ideal Customer Profile
Your ICP defines the customers your partners should be reaching. It includes firmographic, technographic, and behavioral characteristics of your best-fit buyers, along with a confidence score based on how many of your existing partners already match the profile.
Customer Journey Mapping
The CJM breaks down your customer’s buying and adoption journey into stages. For each stage, PartnerOS identifies which partner types address gaps, maps the tech stack your buyers depend on, and produces service, tech, and sales partner value matrices.
Ideal Partner Profile
Your IPP defines what a great partner looks like — the profile, capabilities, and market reach that make a partner a strong fit. PartnerOS also generates recommended partner type categories (Solutions, Technology, Reseller, Referral) with value propositions for each.
Partner TAM Analysis
Partner TAM (Total Addressable Market) analysis estimates the revenue opportunity available through your partner ecosystem. It breaks the TAM across partner categories — solutions, technology, and sales — and lets you adjust share percentages and ACV assumptions. You can also ask the AI questions about the TAM assumptions directly from this tab.
The onboarding-to-strategy flow
The strategy workspace picks up from where onboarding ends. When you complete onboarding, PartnerOS generates and caches your ICP and IPP. The strategy page loads that cached output immediately — you do not need to regenerate anything to start using the workspace.Complete onboarding
During onboarding, you provide context about your company, your customers, and your existing partner relationships. PartnerOS uses this to generate your ICP and IPP. The outputs are cached so they load instantly on subsequent visits.
Review your ICP and IPP
Open the Ideal Customer Profile and Ideal Partner Profile tabs in the strategy workspace. Review each section and make note of anything you want to refine.
Generate your Customer Journey Map
The CJM is not generated automatically — you trigger it explicitly. On the Customer Journey Mapping tab, click Generate CJM if you have not generated one before. If a CJM already exists, a Last generated timestamp is shown next to the Regenerate CJM button.
The strategy workspace caches ICP and IPP data so pages load quickly on repeat visits. If you make significant changes to your business or partner program, regenerate the relevant sections to keep the outputs current.
Editing strategy outputs with AI
Every section in the strategy workspace is editable. You can ask the AI to refine any part of the output without losing the surrounding context.Click Edit with AI
Each strategy card and section has an Edit with AI option. Clicking it opens the AI chat drawer pre-loaded with a prompt referencing the specific section you want to change.
Describe your changes
Tell the AI what you want to adjust. For example: “I’d like to narrow the ICP’s company size range to 50–500 employees” or “Add a note about our focus on financial services.” The AI proposes an updated version.
Regenerating AI outputs
When your business changes — a new product line, a new target market, a shift in ICP — you can regenerate individual sections or trigger a full refresh.Regenerating the Customer Journey Map
Regenerating the Customer Journey Map
On the Customer Journey Mapping tab, click Regenerate CJM. The five CJM sections (journey stages, tech stack, service matrix, tech matrix, and sales matrix) generate in parallel. A Last generated timestamp updates once the streams complete. The button is disabled while generation is running to prevent duplicate requests.
Regenerating ICP or IPP sections
Regenerating ICP or IPP sections
Use the Edit with AI option on any ICP or IPP card to propose a targeted change. This is the recommended approach for incremental refinements — it preserves the rest of your strategy while updating the specific section you care about.
Adjusting Partner TAM assumptions
Adjusting Partner TAM assumptions
On the Partner TAM Analysis tab, update the share percentage or ACV for any category. Changes are saved immediately with optimistic updates so the view reflects your edits before the server confirms them. Use the Ask a question field to query the AI about specific assumptions — for example, “What’s the basis for the 15% solutions share estimate?”
Executive updates
The Executive Updates page at Strategy > Executive Updates generates presentation-ready reports from your strategy and partner data. Three report types are available:| Report type | When to use it |
|---|---|
| Executive summary | Ongoing partner program updates for leadership |
| Annual review | Year-in-review covering performance, highlights, and program evolution |
| Quarterly review | Quarter-over-quarter progress and near-term priorities |
Open Executive Updates
Navigate to Strategy > Executive Updates. The page opens to the Executive Summary tab by default.
Apply filters
Use the filter panel to scope the report. You can filter by partner types, individual partners, regions, and program segments. Save filter combinations as named views for quick access.
Generate or regenerate the report
Click Generate to produce the report for the first time, or Regenerate to refresh an existing one. You can regenerate the full report or individual sections.