readypathAI — UX Mockup v4

1

Find + research

2

Verify data

3

Your input

We research what we can find automatically. You confirm what's right — takes about 3 minutes.

Find a partner

Find + research

2

Verify data

3

Your input

Most was gathered automatically. Review what's right — correct anything that's changed.

Verified automatically

Solutions Partner · Security designation

Designation confirmed

Verified ✓

Alliance landing page

northwind.com/microsoft · Scored 3/4

Verified ✓

Co-sell configuration

Active · Partner Portal configured

Verified ✓

LinkedIn presence

Active · 1,200 employees · Azure-focused

Verified ✓

Partner type

SI · Services practice confirmed

Verified ✓

Gaps detected — confirm or correct

Advanced specializations · none detected

For Security solution area

Opportunity plan · not configured (?)

Required for co-sell activation

Hero offer · WIIFM framing missing

Play Card exists but seller framing weak

Seller engagement cadence · not established

Find + research

Verify data

3

Your input

The platform found everything else automatically. These 3 inputs are your judgment — they shape the assessment and the investment recommendation.

FY26 play mapping

Select the Microsoft solution area + play. Not sure? Best guess — partner confirms during intake.

GTM motions

Which motions are you targeting for this partner?

The partner will declare their own intent during intake — gaps surface in the scorecard automatically.

Tell me about this partner

Why them, why this play, why now? Speak or type — we'll extract signals.

Tap the mic to speak — we'll transcribe and extract signals.

Step 1

✓ Company

Step 2

✓ Select offer

Step 3

✓ Intent

Step 4

Thesis

AI

Tell me about this partner — why them, why this play, why now?

Speak naturally — readypathAI extracts the signals. Your thesis informs the investment brief and partner narrative.

Signals extracted · AI Security Posture Management

Prior wins: 2 joint this FY Play: Protect Cloud confirmed Gate: Rewards enrollment Motion: Co-marketing intent

Assessment scope

Partner

Contoso Analytics

Type

ISV

Solution

AI Security Posture Management

FY26 play

Protect Cloud, AI Platform and Apps

Motions

Marketplace · Co-marketing

Next step

Partner invite generated

Proactive intelligence · Updated just now

🕐

DEADLINE — Northwind · opportunity plan overdue — Phase 1 blocked.

Review →

📈

SIGNAL CHANGE — TailSpin completed Partner Center onboarding — first assessment ready to run.

Run assessment →

⚠️

ECOSYSTEM CHANGE — Microsoft updated Protect Cloud play requirements — 3 SI partners may be affected.

See affected partners →

✨

Filter by objective

All partners Protect Cloud Co-marketing ready Financial services Fix-first (needs attention) CMA eligible

Showing partners ranked by readiness score. Select an objective to surface the right partners for your FY26 priorities.

Partner · Solution	Type	State	Motion readiness	Score	Disposition	Alignment
Zava ISV · 1 solution Proceed
Modern SecOps with Unified Platform SNAP-0011 · Protect Cloud	ISV	Active	MarketplaceCo-mktgCo-sell	94	Proceed	✓ Aligned	View →
Contoso Analytics ISV · 2 solutions Fix-first
AI Security Posture Management SNAP-0004 · Protect Cloud	ISV	Active	Marketplace	62	Fix-first	⚡ Co-mktg	View →
Cloud Data Governance Suite SNAP-0007 · Data Security	ISV	Active	MarketplaceCo-mktg	74	Conditional	✓ Aligned	View →
Northwind Services SI · 1 solution Conditional
Azure Security Managed Services SNAP-0019 · Protect Cloud	SI	Active	Co-mktgCo-sell	71	Conditional	✓ Aligned	View →
TailSpin Technologies SI · Invited — awaiting onboarding Invited
No solutions assessed yet — partner completing onboarding.							Resend →
Fabrikam Consulting SI · 1 solution Proceed
Azure Migration Practice SNAP-0023 · Cloud Migration	SI	Active	Co-mktgCo-sell	88	Proceed	✓ Aligned	View →
Adventure Works ISV · 1 solution Conditional
Industrial Telemetry Platform SNAP-0031 · Data & AI	ISV	Active	MarketplaceCo-mktg	76	Conditional	✓ Aligned	View →

Proactive alert — Northwind Services has completed their Partner Center onboarding. Review gate ready — assessment pending your approval before it goes to the partner. Review now →

Score

71 /100 First assessment

Conditional

Motion readiness · SI model

Co-marketing 72

Co-sell 58

Marketplace not applicable — SI partner type

Solutions Partner · Security ✓ · Specializations: None · PAL/CPOR: Not configured

Blocks to proceed — SI · co-sell playbook

Scoring informed by Alliance Fundamentals → Go-to-Market → Co-Sell Execution framework

1

Opportunity plan not active in Partner Center

No active co-sell opportunity plan found. Required for co-sell execution phase. Blocks field seller engagement.

Effort: ~2hrs Owner: Partner Unlocks: Co-sell activation

2

No defined seller engagement cadence

Partner has not established a regular field seller engagement rhythm. Required for co-sell execution at scale.

Effort: ~1 week to establish Owner: PDM + Partner Unlocks: Pipeline velocity

3

Hero offer — WIIFM messaging incomplete

Play Card exists but seller-ready messaging (WIIFM) is missing. Field sellers cannot confidently position this offer without it.

Effort: ~3-4hrs Owner: Partner + PMM Unlocks: Field seller activation

Score

62 /100

Fix-first

Provisional · Partner input pending

Motion readiness · ISV model

Marketplace78

Co-marketing48

Co-sell32

Solutions Partner · Security ✓ · Specializations: None · Partner Incentive Program: not enrolled · CSD: not found

Blocks to green — ISV · co-marketing evaluation

1

Enroll in Marketplace Rewards

HARD GATE · CO-MARKETING BLOCKED

Rewards enrollment is required before any co-marketing investment can be activated. Blocking $25K MDF this quarter.

Effort: Low · 1 hour · Partner Portal

Fix: Partner Portal → Membership → Marketplace Rewards → Enroll

2

Obtain Certified Software Designation

ISV GATE · FUNDED ENGAGEMENTS BLOCKED

CSD required for ECIF, Envisioning Workshops, and Accelerators. Without it, Microsoft-funded technical engagements cannot be initiated.

Effort: Medium · 2-4 weeks

Fix: Partner Portal → Solutions → Certified Software Designation → Apply

3

Strengthen alliance landing page

QUALITY GAP · PRESENCE SCORE 2/4

Landing page scored 2/4 — generic Azure messaging, no customer proof, weak co-sell CTA. Buyers and PDMs check this before engaging.

Effort: Medium · 1 week

Fix: Add co-sell framing, joint value prop, and one customer case study reference.

After fixes → projected score 81

Disposition changes to Conditional · Co-marketing brief activates automatically · $25K MDF available Q3 FY26

MT

Michelle Thomas

PDM · Strategic SDCs · Microsoft

Your Ecosystem Owner for this assessment

Score

94 /100

Proceed

Motion readiness

Marketplace96

Co-marketing92

Co-sell94

Solutions Partner · Security ✓ · Specializations: Threat Protection ✓ · Cloud Security ✓ · CSD: Active ✓

All conditions met. Zava is fully optimised for the Protect Cloud play across all three motions.

Assessment narrative

AI · Generated from assessment

Zava is fully ready. All three motions active, all four CMA conditions met. The investment brief is in Section 07 — joint demand gen for financial services and healthcare, $60K MDF ask across Q3 and Q4. Initiate the co-marketing agreement this quarter.

Optimisation opportunities

1

Content cadence — increase publishing frequency

Public presence is strong but content cadence has slowed. A regular publishing rhythm strengthens co-marketing ROI and seller confidence.

Effort: Minor · ongoing Owner: Partner Unlocks: Stronger public presence

Northwind Services

Conditional

Score

71

Partner type

SI

Alignment

Pending partner input

Co-marketing

72

Co-sell

58

Assessment narrative

AI · Generated from assessment

Northwind's fundamentals are solid — Solutions Partner active, co-sell configured, FY26 play confirmed. The gap is execution: no active opportunity plan, no seller cadence. Both are fixable in 2-4 weeks. Co-marketing investment makes sense now. Co-sell investment follows once the execution layer is in place.

Key signals

✓ Solutions Partner · Security ✓

✓ Co-sell configuration active

⚠ Opportunity plan · not configured · Hard gate

⚠ Hero offer WIIFM framing missing

Bilateral assessment · Michelle Thomas (PDM) + Contoso Analytics (partner) both contributed · Score updated 62 → 68 after partner intake · Motion alignment: Co-marketing confirmed (full match) · Assessed 2026-04-07

PMM view · Ryan Blakely

This report is the primary input for portfolio-level investment decisions. The co-marketing readiness checklist below is the signal. Use the section detail to validate before committing MDF or initiating a CMA.

Co-marketing readiness assessment

Contoso Analytics · AI Security Posture Management

Protect Cloud, AI platform and Apps · Financial services + Healthcare · FY26

Fix-first

Score: 68/100 · ↑6 bilateral
Projected: 81 after fixes

GTMM foundations

2 / 5

Microsoft AI Cloud Partner Program

Enrolled

Solutions Partner · Security designation

Active

Certified Software Designation

Not held

Joint value "better together" message

Generic

Co-sell bill of materials

Incomplete

Marketplace amplification

1 / 3

Marketplace listing · co-sell eligible

Live · 3/4

Sales landing page quality

2/4 — needs work

Marketplace Rewards enrollment

Not enrolled · GATE

Sales & marketing activation

0 / 4

Co-sell eligibility (top tier benefits)

Eligible · not active

GTM plan (with PDM / account team)

Not found

Active GTM campaign in progress

None

Content library · press release active

None active

Partnership optimization

1 / 2

Investment & incentive program enrollment

Partial

Community & events participation

Active

68

Bilateral score

81

Projected after fixes

2

Hard gates blocking

~4

Weeks to activation

Section 01

Assessment overview

↑ collapse

Strong Marketplace fundamentals — listing live and co-sell eligible, Solutions Partner designation active, FY26 play confirmed. Co-marketing activation is blocked by two resolvable gates: Marketplace Rewards enrollment (~1 hour) and Certified Software Designation (2–4 weeks). The joint value proposition and co-sell BOM need strengthening before investment can be effective at scale.

This is a bilateral assessment — Michelle Thomas provided PDM input and Contoso confirmed signals and declared co-marketing motion intent. Both sides are aligned on co-marketing as the target motion. No alignment gap detected.

Section 02

Readiness by vector · ISV / SDC co-marketing model

↓ expand

Section 03

Joint value proposition & co-sell BOM

↓ expand

Section 04

Marketplace & public presence · Auto-scored

↓ expand

Section 05

Blocks to green · ordered by impact

↓ expand

Partner-owned · self-serve · no agency required

1 · Enroll in Marketplace Rewards Hard gate

~1 hourPartner OpsUnlocks $25K MDF

Blocking all co-marketing investment and CMA eligibility regardless of all other scores. Without enrollment Microsoft cannot activate GTM benefits, MDF, or funded engagements.

Partner Portal → Membership → Marketplace Rewards → Enroll · aka.ms/MarketplaceRewards · ~1 hour

After: CMA condition met · Marketplace Rewards GTM benefits unlock · $25K MDF activatable

2 · Apply for Certified Software Designation ISV gate

2–4 weeksPartner Ops + Technical review

Required for all Microsoft-funded technical engagements — ECIF, Cloud Security Envisioning Workshop (up to $8K), Defender for Cloud Accelerator (up to $10K). Without CSD the full investment package cannot be initiated even after Rewards enrolls.

Partner Portal → Solutions → Certified Software Designation → Apply · 2–4 weeks including technical review

After: Funded engagements unlocked · All CMA conditions met · Full investment package activatable

Quality gaps · agency-supported · required before investment is effective

3 · Define JVP + strengthen landing page Quality gap · 2→3.5

8–12 weeksAgency-supportedCompletes co-marketing eligibility

No "better together on Azure" message defined. Landing page scored 2/4. The JVP is the prerequisite — landing page, Superpower, and Play Card all derive from it. Fixing this moves market presence composite 2.1 → 3.2 and completes the final co-marketing eligibility condition.

Knack Collective · Joint Value Proposition + Messaging Workshop · $20K–$50K · 8–12 weeks · Produces: differentiated JVP, landing page rewrite brief, FY26-aligned messaging framework for all assets

After: Landing page 2→3.5 · Seller-usable messaging · Co-marketing eligibility complete

4 · Update Play Card + build Superpower slide Quality gap

0–8 weeksAgency-supported

Play Card is FY25-aligned. No Superpower slide exists — required for co-sell deal support and Microsoft seller database publishing. Both must demonstrate one of the four Differentiated Partner Capabilities and reference MCEM stage 2 envisioning capability.

Knack Collective · Sales Enablement Content · $5K–$10K · 0–4 weeks · FY26 Play Card with MCEM Win Formula mapping
Knack Collective · Sales Play + CIAB Development · $20K–$50K · 8–12 weeks · Full MCEM kit including Superpower

After: Seller BOM complete · Superpower published to Microsoft seller database · Field sellers can position Contoso independently

Longer term · does not block activation

5 · Build content marketing library

OngoingAgency or self-managed

Content hub scored 1/4. Last post 4+ months ago, no Microsoft Security-aligned content. Doesn't block activation but limits demand generation effectiveness once MDF investment begins.

Knack Collective · Content Creation + Asset Development · $10K–$20K · 0–4 weeks · Microsoft Security-aligned blog series, FY26 play content, DMC-ready assets

After fixes 1–4: score → 81 · Disposition → Conditional · Co-marketing brief activates automatically · Michelle Thomas notified

Section 07

Co-marketing investment brief Conditional · 2 fixes away

↓ expand

Section 01 — Assessment snapshot

Azure Security Managed Services · SI

Conditional

Score: 71/100 · First assessment · Partner validation: complete · Assessed 2026-04-06

Alliance Fundamentals and Go-to-Market phases are largely complete. The primary gap is in Co-Sell Execution — opportunity plan and seller engagement cadence are not yet active. Hero offer messaging is partially complete. Conditional investment recommended with a clear fix-first path for co-sell activation.

Section 02 — Readiness by vector · SI / co-sell playbook model

Alliance Fundamentals → Go-to-Market → Co-Sell Execution

Solutions Partner designation

90

Co-sell configuration

80

Hero offer / Play Card quality

65

Opportunity plan (Partner Center)

15

Field seller engagement cadence

25

FY26 play alignment

88

Public presence · Auto-scored

2.7/4

Crawled today ↓ See detail

readypathAI fetched and scored 4 public signals automatically — no uploads required. Scores reflect what a buyer or Microsoft seller sees today.

Alliance landing page

3/4

northwind.com/microsoft

Good framing but missing WIIFM seller section

Marketplace listing

N/A

—

SI partner — marketplace listing not required for this assessment

Content + thought leadership

2/4

northwind.com/insights

No Microsoft co-authored content in last 90 days

3/4

linkedin.com/company/northwind-services

Active, Azure-positioned, but engagement is low

Crawled today · Updates every 90 days

Section 03 — Investment recommendation

Recommended action

Conditional investment. Co-marketing activation is viable at current state. Co-sell investment should be deferred until opportunity plan and seller engagement cadence are established — both are addressable within 2-4 weeks. Hero offer WIIFM messaging should be completed in parallel. Recommend a 30-day fix-first plan with joint accountability between PDM and partner.

Section 01 — Assessment snapshot

Modern SecOps with Unified Platform · ISV

Proceed

Score: 94/100 · All conditions met · Assessed 2026-04-06

Zava is fully optimised for the Modern SecOps with Unified Platform play. All four co-marketing conditions met — Rewards enrolled, disposition Proceed, Stage 1 complete, public presence strong. This is the right partner to activate Q3 co-marketing investment.

Public presence · Auto-scored

3.5/4

Crawled today ↓ See detail

readypathAI fetched and scored 4 public signals automatically — no uploads required. Scores reflect what a buyer or Microsoft seller sees today.

Alliance landing page

4/4

zava.io/microsoft

Strong — Protect Cloud play named, seller CTA present, joint proof point included

Marketplace listing

4/4

azuremarketplace.microsoft.com/zava

Excellent — differentiated, CPPO-ready, financial services ICP clear

Content + thought leadership

3/4

zava.io/blog

Strong output but no co-authored hyperscaler pieces in last quarter

3/4

linkedin.com/company/zava

Active and well-positioned — cadence could be stronger

Crawled today · Updates every 90 days

Section 07 — Co-marketing investment brief

Protect Cloud · Modern SecOps with Unified Platform

All 4 conditions met. Investment brief is ready. Export to CMA template or connect with a demand agency to activate.

Draft project summary

"Joint demand generation program for the Protect Cloud, Modern SecOps play targeting financial services and healthcare accounts. Zava's AI Security Posture Management solution is IP co-sell eligible, Rewards enrolled, and Stage 1 GTM complete. Program covers co-branded content series, joint webinar, and BANT-qualified ABM demand campaign targeting 15 named accounts. FY26 Q3–Q4."

Auto-drafted from investment thesis and assessment signals · Edit before use

Territory

Worldwide

Fiscal quarters

Q3 + Q4 FY26

Total MDF ask

$60,000

Proposed milestones

ActivityProof of executionMDF askDue

Co-branded content series

3 assets · Modern SecOps play · financial services ICP

Agency service · $10K–$20K

Published assets + distribution report

$15,000

Mar 31, 2026

Joint webinar

Sentinel integration story · CISO audience

Agency service · $20K–$50K

Registration report + attendance ≥ 50

$20,000

Mar 31, 2026

ABM demand campaign

15 named accounts · financial services + healthcare · BANT-qualified leads

Agency service · $115K–$185K · ~145–175 qualified leads

Campaign report + BANT-qualified leads ≥ 8

$25,000

Jun 30, 2026

MDF claim deadlines · FY26

Q3 · Activity by Mar 31 · Claim by May 15

Q4 · Activity by Jun 30 · Claim by Aug 15

All available funding sources · Zava · FY26

Full funding picture across all Microsoft investment mechanisms

SourceTypeAmountStatusAction

MDF Co-marketing investment $60,000 All 4 conditions met Export to CMA →

ECIF Technical engagement funding Up to $38,000 Co-sell eligible Request via PDM

GTM Benefits Tier entitlements Available now Rewards enrolled Activate in Partner Center →

Co-op Earned revenue rebate Based on ACR Accumulates automatically No action needed

readypathAI monitors all four funding sources and alerts you when eligibility changes or deadlines approach.

2 active assessments · 1 action needed this week

AI Security Posture Management · 1 relationship

AI Security Posture Management

Microsoft Protect Cloud ISV

Michelle Thomas

PDM · Strategic SDCs

ISV · Scorecard model

62 /100

Fix-first · 1 fix from co-marketing

Solutions Partner · Security ✓ · CSD: not found

Marketplace ✓ Co-marketing conditional Co-sell not yet

Enroll in Partner Incentive Program — ~1 hour

Unlocks co-marketing

Azure Security Managed Services · 3 active relationships

Azure Security Managed Services

Microsoft Protect Cloud SI

Jennifer Weis

PDM · SI Partners

SI · Phase journey

Solutions Partner · Security ✓

Phase 1 — Solution Plan · In progress

●●○○ 2 of 4 complete

Conditional 71 · ↑8 since first assessment

Create opportunity plan — ~2 hours · Unlocks Phase 2

Azure Security Managed Services

Microsoft EMEA Protect Cloud SI

Ecosystem Owner · EMEA

Phase 2 — GTM Plan · Active

●●●○ 3 of 4 complete

Conditional 84 · On track

ABM calendar needs updating

Azure Security Managed Services

Microsoft Worldwide Strategic Alliance SI

Ryan Blakely · PMM · Worldwide

Strategic · Annual review cycle

Global SI alliance relationship. Next strategic review: Q4 FY26. Organizational readiness: Advanced.

+ Add another offer

Self-assess a new product or practice against ecosystem requirements — no Ecosystem Owner needed to get started.

Start self-assessment →

readypathAI shows you what to do next and why it matters. For designation status, capability scores, and program benefits — visit Partner Portal.

Your assessment was updated when you completed your intake — score moved from 62 → 68. Michelle Thomas has been notified.

Your score

68

Fix-first

Effort to proceed

~2 days

4 actions total

After fixes

81

Proceed unlocked

Motion alignment

✓ Confirmed

Co-marketing · full match

Your readiness snapshot

AI · readypathAI

Contoso is well-positioned on Marketplace — your listing is live, co-sell eligible, and FY26 play confirmed. You're being held back by one fixable gate: Marketplace Rewards enrollment takes about an hour and unlocks your full co-marketing investment for this quarter. You're closer than the score suggests.

Your path to Proceed — fix the gate first, everything follows

Now

68

Rewards

~72

Toolkit

~75

Proceed

~81

Estimated total work

~2 days

Gate: ~1 hr CSD: 2–4 wks parallel Toolkit: 1 day Landing page: 2–3 hrs

Hard gate · do this first

Enroll in Marketplace Rewards

This single step is blocking your investment release. Enrollment takes about an hour — your PDM will send the direct link. Unlocks $25K MDF, GTM benefits, and co-sell routing immediately.

Partner Portal → Membership → Marketplace Rewards → Enroll · aka.ms/MarketplaceRewards

I've done this — re-check me →

Where things stand

Complete

Nothing needed · counts toward score

Partner Center config

Marketplace listing · co-sell eligible

Solutions Partner · Security

FY26 play confirmed

Co-sell configured

Community participation

You fix this

Partner-owned · self-serve

Marketplace Rewards

Hard gate · ~1 hr

CSD application

Unlocks funded engagements · 2–4 wks

Alliance landing page

Generic · needs Azure framing · 2–3 hrs

Customer proof on listing

Evidence 1/4 → 3/4 · 1–2 hrs

We do this together

PDM + partner · needs input

Play Card refresh

Answer 4 questions · Michelle drafts · 1 day

Superpower slide

Seller database · Michelle coordinates · 1 day

Joint value proposition

"Better together on Azure" · workshop

Content library

Security-aligned posts · ongoing

Fix the gate this week and you unlock

$25K MDF · Q3 · deadline Mar 31 Marketplace Rewards GTM package WW seller visibility + co-sell routing Fix-first → Proceed

MT

Michelle Thomas

PDM · Strategic ISV

Your intake updated the assessment — score moved from 71 → 74. Jennifer Weis has been notified.

Your score

74 /100

Conditional

↑3 after your intake · Phase 1 in progress · 2 of 4 complete

Motion readiness · SI model

Co-marketing72

Co-sell58

Marketplace not applicable — SI partner type

Solutions Partner · Security ✓ · Specializations: None · PAL/CPOR: Not configured

Motion alignment — heads up

Your Ecosystem Owner selected Co-sell as the target motion. You declared Marketplace-only during your intake. Only matched motions can be activated until you align. Worth discussing with Jennifer on your next call.

Noted — I'll bring this up →

Your next steps

Ordered by impact — fix these to reach Conditional and unlock co-marketing

1

Create an active opportunity plan

Unlocks co-sell activation

~2 hours Partner + PDM

An active opportunity plan in Partner Center is required before Microsoft field sellers can co-sell with you. This is the single item with the highest impact.

→ Partner Center → Co-sell → Solutions → Create opportunity plan

2

Add seller WIIFM to hero offer

Unlocks field seller activation

~3-4 hours Partner + PMM

Your Play Card exists but the seller-facing WIIFM section is incomplete. Microsoft field sellers need to know what's in it for them before they'll position your offer.

3

Configure PAL / CPOR

Required for revenue attribution

~1 hour Partner Admin

Without PAL or CPOR configured, your co-sell activity won't show in Microsoft's systems. Revenue attribution requires this to be set up correctly.

After fixing all 3

Projected score: 84

Disposition → Conditional

Co-marketing investment activates. Jennifer Weis will be notified automatically.

Estimated: 2-4 weeks

JW

Jennifer Weis

PDM · SI Partners · Microsoft

Your Ecosystem Owner for this assessment

Your intake updated the assessment — score moved from 71 → 74. Jennifer Weis has been notified.

Phase 1 in progress · 2 of 4 complete · Score: 74 · ↑3 after your intake

Your highest-impact action today

Create an active opportunity plan

Phase 1 · Solution Plan

An active opportunity plan is required before Microsoft field sellers can co-sell with you. This is the single item that unlocks the most value. Your Ecosystem Owner can support you on your next call.

~2 hours Opens co-sell activation + Phase 2

Your co-sell journey

Phase 1

Solution Plan

2 of 4 · Hero offer, win formula, messaging

Phase 2

GTM Plan

Unlocks after Phase 1 · Accounts, ABM, sales play

Phase 3

Pipeline Development

Opportunity planning · Co-sell execution

Phase 4

Operations

Governance · Reporting · Performance

Complete Phase 1 to unlock your GTM planning session with your Ecosystem Owner.

What's changed in your ecosystem

⚠

Microsoft updated Protect Cloud play requirements — your hero offer messaging may need a refresh to stay seller-ready.

Your Ecosystem Owner has been notified. This affects Phase 1 completion.

See what changed →

What's available when you complete Phase 1

Your Ecosystem Owner has committed to activating these when you're ready:

✓Co-marketing investment — up to $25,000 in Q3 FY26

✓Joint demand campaign — agency-supported, financial services accounts

✓Joint webinar — Microsoft co-presents and promotes to field sellers

Investment activates when you reach Conditional or above. You're currently 2 steps away.

1

Welcome

2

Verify data

3

Your input

Invited by

JW

Jennifer Weis

PDM · SI Partners

Your Ecosystem Owner has reviewed your Microsoft partnership profile. We gathered signals from your public presence, Partner Portal data, and what Jennifer shared.

Confirm what's right, correct what's changed, answer 2 questions. Takes about 3 minutes.

What we already know

✓Solutions Partner · Security designation confirmed

✓Alliance landing page found · northwind.com/microsoft

✓Co-sell configuration active in Partner Portal

✓LinkedIn presence active · 1,200 employees

⚠Opportunity plan · not yet configured — we'll confirm

⚠Hero offer WIIFM framing · gap detected — we'll confirm

◆GTM motion intent · only you can tell us this

What activates when you complete your profile

✓Co-marketing investment — up to $25,000 Q3 FY26

✓Joint demand campaign — agency-supported

✓Joint webinar — Microsoft co-presents to field sellers

✓

Welcome

2

Verify data

3

Your input

Confirmed — looks good

Solutions Partner · Security

Confirmed ✓

Alliance landing page · northwind.com/microsoft · 3/4

Confirmed ✓

Co-sell configuration active

Confirmed ✓

LinkedIn · 1,200 employees · Azure-focused

Confirmed ✓

We found gaps — is this still the case?

Opportunity plan · showing as not configured

Hero offer · Play Card found · seller WIIFM framing missing

Advanced specializations · none detected for Security

Seller engagement cadence · not established

Step 1

✓ Signals

Step 2

Verify

Step 3

Questions

One more check — these signals needed a second look based on your responses.

Solutions Partner — Security

Active · renewed Jan 2026

✓ Correct

Co-sell eligible — IP co-sell

Configured in Partner Center

✓ Correct

Opportunity plan in Partner Center

No active plan found

Needs input

Hero offer / Play Card published

Partially complete — WIIFM missing

Needs input

✓

Welcome

✓

Verify data

3

Your input

Which GTM motions are you committing to this fiscal year?

This is compared with your Ecosystem Owner's selection — gaps surface in your assessment.

What are your business priorities this fiscal year?

ICP focus, target verticals, strategic priorities — anything that should shape this assessment.

Phase 1 · Solution Plan

Phase 2 · GTM Plan

Phase 3 · Pipeline Dev

Phase 4 · Operations

Readiness score: 74 · ↑3 after your intake · Projected after Phase 1 complete: 84

Motion alignment — your Ecosystem Owner selected Co-sell. You declared Marketplace-only. Discuss with Jennifer to align before activating.

Assessment started

April 6, 2026

Gaps identified

2 of 3 resolved

Proceed

Est. 2–4 weeks

Started April 6 · Score improved 8 points · Next re-assessment in 76 days

What Phase 1 requires

1

Active opportunity plan(?) in Partner Portal

~2 hours Opens co-sell activation(?)

Why this matters

An active opportunity plan is required before Microsoft field sellers can co-sell with you. Without it, your offer won't appear in seller workflows, and co-sell referrals can't be created. This is the single item that unlocks the most downstream value.

What good looks like

A published opportunity plan in Partner Center with at least one active deal registered, mapped to your hero offer and aligned to the Protect Cloud play. Plans should include target customer profile, solution value proposition, and win strategy.

How to fix

1. Log into Partner Center → Referrals → Co-sell opportunities

2. Create a new opportunity plan linked to your Azure Security Managed Services offer

3. Register at least one active opportunity with customer details and estimated deal value

Available now — no cost

Free at your tier. Partner Center opportunity management is included with your Solutions Partner designation.

Agency support available

Your Ecosystem Owner can connect you with agency support to help structure your opportunity plan and deal registration strategy.

I've done this — re-check me →

2

Field seller engagement cadence(?)

↓

~1 week to establish Unlocks pipeline velocity

Why this matters

Partners with a regular monthly cadence generate 3x more co-sell pipeline. A consistent engagement rhythm with Microsoft field sellers keeps your offer top-of-mind and creates a feedback loop that improves your win rate.

What good looks like

A monthly 30-minute call with your assigned Microsoft field sellers covering pipeline review, deal support needs, and upcoming customer opportunities. Calendar invite set, recurring, with clear agenda template.

How to fix

1. Ask your Ecosystem Owner for the field seller contact list for your territory

2. Set up a recurring monthly calendar invite with a standard agenda

3. Run your first session — your Ecosystem Owner can join to make introductions

Available now — no cost

Your Ecosystem Owner will facilitate the first introduction and provide the agenda template.

Agency support available

Agency can help you prepare account-specific talking points and pipeline review materials for your first cadence call.

I've done this — re-check me →

3

Hero offer with seller WIIFM messaging(?)

↓

3–4 hours Activates field seller engagement

Why this matters

Your Play Card(?) exists but doesn't yet answer the question Microsoft sellers ask: "what's in it for me?" Adding that framing makes field sellers 4x more likely to lead with your offer in customer conversations.

What good looks like

A hero offer page with clear seller WIIFM: how leading with your solution helps them hit their targets, close faster, and expand accounts. Include a one-line pitch, customer proof points, and a clear call to action for the seller.

How to fix

1. Review your existing Play Card in the Microsoft commercial marketplace

2. Add a "Why sell this" section that speaks directly to Microsoft seller incentives and targets

3. Include at least 2 customer references with measurable outcomes

Available now — no cost

WIIFM messaging framework and templates are available through your Ecosystem Owner.

Agency support available

Agency can produce your WIIFM messaging, seller one-pager, and customer proof points as a package.

I've done this — re-check me →

Complete Phase 1 to unlock Phase 2 — GTM Plan

Once these three items are complete, your Ecosystem Owner can begin your GTM planning session:
· Target account prioritization
· ABM strategy and campaign planning
· Sales play orchestration
· Co-marketing investment activation

Who can help

JW

Jennifer Weis

PDM · SI Partners · Microsoft

✨

Readiness support

Expert guidance available

What's available when you complete Phase 1

Your Ecosystem Owner has committed to activating these when you're ready:

✓Co-marketing investment — up to $25,000 in Q3 FY26

✓Joint demand campaign — agency-supported, financial services accounts

✓Joint webinar — Microsoft co-presents and promotes to field sellers

Investment activates when you reach Conditional or above. You're currently 2 steps away.

Your intake updated the assessment — score moved from 71 → 74. Jennifer Weis has been notified. Motion alignment: Co-sell · Alignment gap detected — discuss with Jennifer.

Your readiness summary

Azure Security Managed Services · SI

Conditional · 74/100

Your Alliance Fundamentals are solid — Solutions Partner designation is active, co-sell is configured, and your FY26 play alignment is confirmed. The gaps are in the execution layer: getting your opportunity plan active and establishing a regular field engagement cadence. These are the two actions that will move you to Proceed.

Projected score after fixes: 84/100 · Conditional → Proceed — estimated 2–4 weeks if you act now.

Where you stand — by area

Readiness by phase

Alliance Fundamentals

85

Go-to-Market readiness

72

Co-Sell Execution

38

What happens next

Your path forward

Jennifer Weis has reviewed this report and confirmed the investment direction. Once you complete steps 1 and 2 from your scorecard, your score will be re-evaluated automatically. You'll receive a notification when your disposition changes.

Projected score after fixes: 84/100 · Proceed — estimated 2–4 weeks if you act now.

Section 05 — What you unlock at each tier

Your path to full ecosystem investment

Marketplace (active now)

Listing live and co-sell eligible. Transact revenue active. Tier benefits available on incentive program enrollment.

✓ Active

Co-marketing (2 fixes away)

Complete your opportunity plan and establish seller cadence to unlock: Q3 co-marketing investment ($15–25K), co-branded campaigns, joint webinar, and agency support.

2 fixes

Co-sell (3 fixes away)

Microsoft field seller engagement, Partner Portal referral pipeline, opportunity tracking. The destination for deep ecosystem partnership.

~2 weeks

Section 07 — Your co-marketing brief

ALMOST THERE

What's available once you complete step 1

You meet 2 of 3 co-marketing conditions. Once your opportunity plan is active, your co-marketing brief activates automatically. Estimated Q3 investment available: $15,000–25,000.

Suggested first activities

Demand · Campaign

Joint ABM campaign targeting financial services accounts — your Ecosystem Owner will co-fund and co-execute once your opportunity plan is active.

Event · Webinar

Joint webinar for Azure Security in financial services. Microsoft co-presents and promotes to field seller network.

Who can help

JW

Jennifer Weis

PDM · SI Partners

✦

Readiness support

Questions about any of these fixes? Connect with a specialist.

Ecosystem recommendations

Based on your solution focus and GTM play alignment, these relationships are worth exploring.

94

Zava

ISV match

Complementary AI Security solution aligned to the same Protect Cloud and Modern SecOps plays. A joint offer would strengthen your ICP story for financial services and healthcare.

GSI

Accenture Security Practice

GSI match

Accenture's Security practice is actively building ecosystem partner relationships for the Protect Cloud play in financial services. Your solution profile is a strong fit.

DIST

Ingram Micro Cloud

Distributor match

Strong Marketplace motion in financial services. A CPPO configuration would enable resale through their SMB reseller network — estimated reach 400+ resellers in North America.

Recommendations improve as more partners join readypathAI — powered by ecosystem network intelligence.

Your assessment was updated when you completed your intake — score moved from 62 → 68 after you confirmed co-sell configuration is active. Motion alignment: Co-marketing confirmed (full match with your Ecosystem Owner).

Your co-marketing readiness

Contoso Analytics · AI Security Posture Management

Protect Cloud, AI platform and Apps · Financial services + Healthcare · FY26

Fix-first

Your score: 68/100
After fixes: projected 81

GTMM foundations

2 / 5

Partner program enrolled

Active

Solutions Partner · Security

Active

Certified Software Designation

Not held

Joint value "better together" message

Generic · needs work

Co-sell bill of materials

Incomplete

Marketplace

1 / 3

Marketplace listing · co-sell eligible

Live · 3/4

Sales landing page · quality score

2/4 — needs work

Marketplace Rewards enrollment

Not enrolled · fix first

Sales & marketing

0 / 4

Co-sell eligibility (top tier)

Eligible · not active

GTM plan

Not yet

Active GTM campaign

None yet

Content library active

Not yet

Partnership

1 / 2

Investment & incentive programs

Partial

Community & events

Active

68

Your score

81

After fixes

2

Gates to fix

~4

Weeks to activation

Section 01

Your readiness overview

↑ collapse

Your Marketplace fundamentals are strong — listing is live, co-sell eligible, and your FY26 play is confirmed. Two gates are blocking co-marketing investment: Marketplace Rewards enrollment (~1 hour) and Certified Software Designation (2–4 weeks). Both are straightforward to fix.

Your joint value proposition and seller materials need updating before co-marketing investment can be effective. Work with your Ecosystem Owner on these — they can connect you with support.

Section 03

Your messaging & seller materials

↓ expand

Section 04

Your Marketplace & public presence · Auto-scored

↓ expand

Section 05

Your next actions · ordered by impact

↓ expand

Who can help

MT

Michelle Thomas

PDM · Strategic SDCs

✦

Readiness support

Questions about any of these fixes? Connect with a specialist.

Ecosystem recommendations

Based on your solution and play alignment, these relationships are worth exploring.

74

Northwind Services

SI match

Northwind has an active Azure Security managed services practice in financial services — the same ICP as your solution. A co-sell pairing of your ISV product with their implementation services creates a complete customer solution.

88

TailSpin Solutions

SI match

TailSpin has a Modern Work practice that complements your security posture solution. Joint approach for financial services accounts already in their pipeline.

DIST

Ingram Micro Cloud

Distributor match

CPPO configuration would enable resale through Ingram's cloud reseller network — 400+ resellers. Your Marketplace listing is co-sell eligible — this unlocks the distribution layer.

Recommendations improve as more partners join readypathAI — powered by ecosystem network intelligence.