pleasefixai/euler-for-partner-managers

Generate a Quarterly Business Review (QBR) document for a specific partner using EULER MCP tools. Use this skill whenever the user mentions a QBR, quarterly review, partner business review, quarterly performance summary, or asks to "review", "summarize", or "report on" how a specific partner has been doing — even if they only describe the intent without using the term "QBR".

Show a partner's own deal pipeline with one customer — open deals by stage with amounts, plus closed-won/lost — using EULER MCP tools. Use this skill whenever a partner wants their deals view — phrases like "my deals", "my pipeline", "what deals do I have open", "my deal pipeline", "look up a deal by name". Partner-facing (a partner viewing their OWN deals); for a full self scorecard use my-performance, for a customer admin's review use generate-qbr.

Generate a partner's own onboarding and certification progress report — what's done, what's left, and what's overdue across the flows assigned to them by one customer, using EULER MCP tools. Use this skill whenever a partner wants their personal onboarding status — phrases like "where am I in my onboarding", "my certification progress", "what onboarding steps do I have left", "am I done with onboarding", "show my training progress". Partner-facing (a partner viewing their OWN progress), NOT a customer admin reviewing partners — that distinction selects this skill over generate-qbr.

Generate a partner's own performance scorecard with one customer — their EULER health score (0–100), key stats (revenue, deals, commissions, referrals), and the single biggest thing to improve — using EULER MCP tools. Use this skill whenever a partner wants their personal performance read — phrases like "how am I doing", "my performance", "my numbers", "my partner scorecard", "how's my pipeline", "am I on track this quarter". Partner-facing (a partner viewing their OWN numbers), NOT a customer admin reviewing partners — that distinction selects this over generate-qbr.

List a partner's own submitted referrals and deal registrations with one customer and where each stands (pending / approved / rejected), using EULER MCP tools. Use this skill whenever a partner wants to see the referrals they've sent — phrases like "my referrals", "what referrals did I submit", "status of my referrals", "my deal registrations", "did my referral get approved". Partner-facing (a partner viewing their OWN referrals), NOT a customer admin triaging the queue — that distinction selects this over pending-approvals-triage.

Generate a pre-meeting briefing about a specific partner — 30-second read with what they'll want to discuss, what you should bring up, and key stats from the last 30 days. Use this skill whenever the user mentions a partner call, partner meeting, pre-call prep, partner briefing, or asks "what should I know before I talk to a partner", "prep me for my call with this partner", or "give me a quick read on a partner" — even when the word "briefing" isn't used.

Build a prioritized, age-sorted worklist of everything awaiting a customer admin's approval — partner applications, pending referrals, and pending deal registrations — using EULER MCP tools. Use this skill whenever a partner manager wants to triage what's stuck in their approval queue — phrases like "what's pending approval", "what do I need to approve", "my approval queue", "any pending partners or referrals", "what's waiting on me", "triage approvals" — and wants the oldest/most-overdue items surfaced first.

Submit a new referral or deal registration on behalf of a partner through chat — fetches the partner's referral form, collects the answers, and sends it via EULER MCP tools. Use this skill whenever a partner wants to register/submit a referral or deal — phrases like "submit a referral", "register a deal", "send a new referral", "I want to refer a company", "register a company as a deal". Partner-facing write action (only a partner can submit their own referrals — a customer admin cannot).