Hire an AI partner deal profit planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• The partner's year at your forecast and at weaker sales, with pay per hour and a call of fair, thin or unfair
• A one-page term sheet and a list of points for a lawyer
• Where your own pay pulls against the partner, and a fix
• A supplier terms plan with a no-gifts rule and a savings split

How it does the job well

• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: You want others to run your business, sell your product or use your name, and you want them to make money too.

• Step 1: Partner's profit. The partner's year at your forecast and at sales a fifth lower, with pay per hour and a call of fair, thin or unfair.
• Step 2: Term sheet. Who gives what, fixed and local standards, one fee table, changes in writing, exits and points for a lawyer.
• Step 3: Incentives. Who is paid for what on your side, where it pulls against the partner, and a fix.
• Step 4: Suppliers. What you need from suppliers, what you give back, a no-gifts rule, a savings split and a bad-week plan.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Every fee appears in both the profit sum and the term sheet.
• The weaker-sales case is shown.
• A signed-change rule and exit rules are in the term sheet.
• The sheet says it is not legal advice, and no legal rule is invented.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Ray Kroc and Adam Smith would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Tests that the partner makes money. Builds the partner's income, costs and your fees, tests sales a fifth lower, and divides what is left by hours worked.
• Writes the terms. One location or territory at a time, with duties on both sides, fixed and local standards, one fee table, signed changes and exits.
• Checks who is paid for what. Finds where your pay or a supply markup would pull against the partner's profit.
• Sets fair supplier terms. Turns what you need from suppliers into a plan with a no-gifts rule, a savings split and a bad-week plan.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id partner-deal-setup only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/partner-deal-setup/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your offer and every fee or required purchase the partner pays
• The partner's expected sales, costs and hours (optional)
• What you buy from suppliers and what partners pay for it (optional)

Helpful context (optional)

• A list of every fee and required purchase
• A standards sheet or manual
• What you buy and what partners pay for it

Tools and access

• A lawyer who knows franchise or agency law in your country: The term sheet is not a contract. A lawyer turns it into one.
• Claude: Holds four steps, the sums and the terms in one run.
• A spreadsheet: You can keep the table and change one fee at a time to see its effect.
• Any good chat AI: Building the partner's year from a few facts is reasoning work any strong chat AI does well.
• A lawyer who knows franchise or agency law in your country: This skill writes a term sheet, not a contract. A lawyer turns it into one.
• Any good chat AI: Laying out terms in plain words from your inputs is writing work any strong chat AI does well.
• Any good chat AI: It reasons about people, rewards and plans in text, which any strong chat AI handles with this skill.
• A spreadsheet: Easier to try a new pay rule on past numbers and see what it would have paid.
• Any good chat AI: Laying out a balanced set of terms from your facts is reasoning and writing work any strong chat AI does well.
• Your purchase records: Real volumes and prices turn the savings rule into money.

Functions and deliverables

• Partner deal profit planner: Share the proposed deal, costs and fees. Get partner-profit scenarios, draft terms, incentive concerns and supplier terms to discuss.
  • The partner's year at your forecast and at weaker sales, with pay per hour and a call of fair, thin or unfair
  • A one-page term sheet and a list of points for a lawyer
  • Where your own pay pulls against the partner, and a fix
  • A supplier terms plan with a no-gifts rule and a savings split
• Partner profit tester: Test your franchise or reseller deal: see what the partner keeps after your fees at forecast and weaker sales, and get a fair, thin or unfair call.
  • The partner's income, costs and what is left, in one table
  • The same table at weaker sales
  • What the partner earns per hour worked, set against a fair wage
  • A call of fair, thin or unfair, and the one change that helps most
  • A simple payback estimate where supported, with owner-pay cash kept separate
• Franchise and reseller terms writer: Write a franchise or reseller term sheet from your offer and the partner's profit sum: duties, fees, standards and exits, ready for a lawyer.
  • A one-page term sheet in plain words
  • Who gives what, in two columns
  • Fixed and local standards, with who may change what
  • Fees in one table that matches the profit sum
  • Exit rules, a first review date and a list of points a lawyer must check
• Incentive checker: Check your pay plan or deal with this incentive checker. See who is rewarded for what, where it pulls the wrong way, and get a fix.
  • A table of people, rewards and the behaviour each really encourages
  • Each mismatch with a concrete example
  • A fix that pays for the outcome you want, with a loophole check
  • A note on pay fairness and on which work is routine and which is thinking
• Supplier partner terms planner: Plan supplier terms that work for both sides. Give it what you buy and your growth plan. You get give-backs, a savings split and a no-gifts rule.
  • A one-page list of what you need and what you give back
  • A no gifts and no side payments rule, with the words to say it
  • A savings rule that says who keeps the saving when volume lowers the cost
  • A forecast and payment plan the supplier can rely on
  • A plan for a bad week, and a yearly review
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Ray Kroc: Plan shop operations using Ray Kroc’s recorded approach. Write the basics, try them in one place and check costs before copying the system.
  • Your problem worked on the way Ray Kroc would: their questions, their method, their push-back
  • The answer or the work, in Ray Kroc's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Adam Smith: Examine work, pay or business rules through Adam Smith’s recorded ideas. Ask who gains, what people will do and whether the result is fair.
  • Your problem worked on the way Adam Smith would: their questions, their method, their push-back
  • The answer or the work, in Adam Smith's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You want others to run your business, sell your product or use your name, and you want them to make money too.
• Partners are leaving or struggling and you are not sure your fees are the reason.
• A handshake deal has gone wrong, or you want to avoid one.

Limits to check before starting

• You are hiring an employee: use an employment contract from a lawyer or your local labour office, as this workflow is built for partners who run their own business.
• You need a contract with one customer: ask a lawyer for a standard sales agreement, since this has no step for single-customer terms.
• You want a signed contract: take the term sheet to a lawyer who knows franchise or agency law in your country, because this only writes a summary.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Describe your offer and list every payment from the partner to you. It works step by step and saves each result.
• If step 1 calls the deal thin or unfair, change a fee and run the step again before you read the term sheet.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/partner-deal-setup for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.