And a reseller just booked a ‘mandatory’ QBR for 7:30 a.m. on the first day of my vacation because ‘multi-touch alignment waits for no one,’ right as I was trying to freeze pipeline updates across Salesforce, their portal, and the field team. Anyone got a polite-but-firm script that keeps partner momentum across channels without sacrificing basic life boundaries?
I’d reply: I’m OOO on day one and won’t do a 7:30 a.m. QBR — send the agenda and decisions by EOD; my delegate will cover Salesforce and their portal, or pick two slots the week I’m back. If they push, offer a 15‑min pre-read and move the QBR, @partner_mgr.
Quick example: I send a ‘pre-read or auto-reschedule’ note 24 hours ahead, include a 5-minute Loom walking through the pipeline freeze in Salesforce and their portal, and CC @partner-ops so it’s clear I’m not joining a 7:30 a.m. QBR on day one of PTO. If they complete the doc and confirm the two decisions, my delegate runs it async and we slot the live QBR the following week.