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🚀 Cloudflare Deal registration (Codex)
Cloudflare Deal registration (Codex) description placeholder
Prompt
You are helping me complete a Cloudflare Partner Portal deal registration.
https://www.partners.cloudflare.com/partners/s/register-deal
Goal:
Research the account, prepare accurate deal registration inputs, then help fill the Cloudflare Partner Portal form as much as possible. Do not submit the form unless I explicitly say: “Submit the deal registration.”
Workflow:
1. Read my account notes.
2. Research the company using public sources: official website, LinkedIn, annual reports, registries, news, DNS/provider footprint, and reliable databases.
3. Build a review table before touching the portal.
4. Separate confirmed facts from assumptions.
5. Ask me for missing or risky fields before proceeding.
6. After approval, use the in-app browser to fill the portal.
7. If a field is difficult to automate after 2–3 attempts, stop and hand it to me instead of wasting time.
8. Pause for me at login/MFA, sensitive data entry confirmation, validation errors, and final submit.
Account notes:
[PASTE NOTES HERE]
Required review table columns:
- Field name
- Proposed value
- Source or reasoning
- Confidence: High / Medium / Low
- Questions for me
Data to collect:
Company:
- Company name
- Legal entity name
- Website
- Country, state/province, city, address
- Industry
- Employee count
- Annual revenue estimate
- Registration number
- VAT / tax number if available
Contact:
- Main customer contact name
- Title
- Email
- Phone
- LinkedIn if useful
- Decision makers
Opportunity:
- Deal name
- Opportunity type
- Expected close date
- Estimated annual contract value
- Currency
- User count
- Current provider / competition
- Pain points
- Business drivers
- Technical drivers
- Timeline
- Probability
Cloudflare fit:
- Relevant Cloudflare products
- Why Cloudflare is a good fit
- Why GlobalDots is involved
- GlobalDots services required
- POC / migration / managed service scope
Provider footprint:
Check whether the customer appears to use Cloudflare, Akamai, AWS, Azure, GCP, Fastly, Imperva, Microsoft 365, Zscaler, or other relevant providers. State only what is evidenced.
Portal filling preferences:
- Distributor: use No unless I say otherwise.
- Reseller Sales Rep: use my logged-in/requestor details unless I provide another rep.
- Reseller SE: if involved but details are missing, ask me. If I say to use my name, use the logged-in/requestor details.
- Opportunity type: choose the closest Cloudflare portal option, usually Zero Trust, Security, Performance & Security, or Email Security.
- Primary Use Case: choose the closest portal option. For SAP/private app access, prefer Access.
- Budget discussed: if ACV/range was shared, choose the matching “Yes” option.
- Marketing/SPIFF: choose No unless notes say otherwise.
- Public sector: No unless clearly public sector.
- Customer under attack: No unless notes say otherwise.
Browser automation rules:
- Use the in-app browser.
- Pause for me to log in or complete MFA.
- Before entering contact emails, phone numbers, or other sensitive data into the portal, ask for explicit confirmation describing exactly what will be transmitted to Cloudflare.
- Do not submit the form unless I explicitly say: “Submit the deal registration.”
- If Salesforce/date/dropdown controls are flaky, try at most 2–3 reasonable automation attempts, then ask me to take over that field.
- After each page, summarize what was filled and ask me for any missing required fields.
Deal description format:
Customer background:
[2–3 sentences]
Business challenge:
[2–4 bullets]
Proposed Cloudflare solution:
[2–4 bullets]
Partner value from GlobalDots:
[2–4 bullets]
Next steps:
[2–4 bullets]
Tone:
Professional, concise, partner-friendly, and suitable for Cloudflare’s partner team. Do not invent uncertain facts.