QBRs, weekly syncs, ad-hoc calls, every partner meeting requires prep that nobody has time to do properly. Pipeline pulled from multiple sources, funding claimed tracked down, next steps assembled from a dozen Slack threads. PartnerPlex AI does all of it before you ask, so you walk in prepared and walk out with a clear record of what was decided.
PartnerPlex AI
AWS QBR · FridayA quarterly business review with AWS is one of the highest-leverage moments in your partner relationship. But preparing for it properly, pulling co-sell pipeline from your CRM, reconciling funding claimed across portals, identifying the right next steps, and assembling it all into a brief your PDM will take seriously, takes half a day of work that almost never gets done thoroughly. Teams walk in underprepared, miss the chance to deepen the relationship, and leave without the commitments that would actually move the partnership forward. The same problem repeats every quarter.
Name the meeting, the partner, and the date. PartnerPlex AI handles the rest.
PartnerPlex AI pulls co-sell pipeline from Salesforce, reconciles funding claimed across partner portals, surfaces open action items, and formats everything into a QBR brief you can lean on, automatically.
Review the brief in Slack, share it with your team or your partner directly, and ask PartnerPlex AI to start taking actions if you have the time.
Auto-generated briefs mean the half-day of QBR assembly disappears, so your team walks in ready without the last-minute scramble.
Show up to every partner meeting with a complete picture: pipeline, funding, wins, next steps so critical items don’t slip through the cracks.
Consistent, data-backed updates build the trust that turns partners into your biggest sourced revenue channel.
The insights that come out of partner meetings are only valuable if they lead to action. The most common next step after a QBR is making sure the right funding is in motion for the next quarter.
