Partnership Templates

Explore our templates to help you build partner programs that drive revenue growth.

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STRATEGY

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RECRUIT

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ENABLE

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GTM

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OPERATIONS

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CAREER

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Strategy Templates

Build a partner strategy from zero to one

Partner Strategy Deck

Leverage the 90 slide strategy template that I used to build partnerships from zero to one at Box, Miro, Airtable, Optimizely and led to $150M+ in partner revenue. This deck took me 80+ hours to put together and will drive executive alignment.

ūüĒĎ Access for $49

Sales Strategy Deck

Leverage this 150 slide deck to build a sales strategy from zero to one.  As a leader at 5 unicorns + decacorns, I've worked closely with CROs on sales strategies to help drive $2B+ in revenue. This deck took 100+ hours to put together. 

ūüĒĎ Access for $99

Partner Program

I reviewed 65 partner programs and built this template that helps companies give an overview of the partner mission, requirements, roles and responsibilities, benefits, rules, marketing & sales support, policies, incentives, legal and training.  

ūüĒĎ Access for $49

The Value of Partners

Clearly articulate the value of partners with a bundle of 21 pre-made slides. Win the hearts and minds of your GTM team with these visuals to help grow partner revenue. These visuals help showcase the power of partners.

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Solutions Partners Strategy

A framework to outline key objectives, identify target markets, GTM, program requirements and define the roles of Solution Partners and SIs. This is the same strategy deck I've personally used to drive tens of millions of ARR

Coming Soon

Reseller Strategy

A framework to outline key objectives, identify target markets, GTM, program requirements and define the roles and responsibilities of resellers. This is the same strategy deck I've personally used to drive hundreds of millions in revenue.

ūüĒĎ Access for $49

ISV Strategy

A framework to outline key objectives, identify target markets, GTM, program requirements and define the roles and responsibilities of ISVs. This is the same strategy deck I've personally used to drive hundreds of millions in revenue.

Coming Soon

Customer Journey 

A visual of the touchpoints between partners & customers. By mapping partners to the customer journey, this ensures strategic alignment, consistent execution, and success for all parties. This process is critical to building partnerships.

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Industry Baseline

This shows how your partner program compares to industry peers with regards to key criteria such as discounts, partner revenue as a % of overall revenue, GTM, size of team, regional coverage & more. This helps a lot with executive alignment. 

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Partner Types Overview

A visual overview of the different partner types and the value add they can provide to the customer journey.

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Partner Coverage by Region

A visual overview of the regional coverage by partner types.

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Partner Coverage by Segment 

A visual overview of the segment coverage by partner types. 

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Crawl Walk Run Strategy

An overview of the partnerships strategy and progress expected in a crawl, walk, run approach.

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30-60-90 Day Plan

A template to help you get started with a 30-60-90 day plan for your 0 to 1 partnerships launch.

Download for free

Partner SWOT Analysis

A SWOT analysis specific to your partner strategy. Identifies Strengths, Weaknesses, Opportunities & Threats.

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Recruitment Templates

Land strategic partners with a faster time to value using these templates 

Partner Recruitment Deck

Learn how to personalize partner recruitment decks that resonate with CxOs and help you land the strategic partnerships you need to drive revenue and net retention.

ūüĒĎAccess for $49

Ideal Partner Profile

Leverage this free template and the 3C framework to craft your ideal partner profile. This will save you hours in ideation and get you to recruiting faster than ever.

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Partner Recruitment Tracker

Leverage this free template to create your partner recruitment list, manage the partner journey stage funnel and visualize your progress with a dashboard.

Coming soon

Outbound Messaging 

Leverage these outbound messages for LinkedIn, Email and more.  Stop sending mass outbound messages and start customizing thoughtful, customer and partner centric outbound messages that will resonate.

Coming soon

Partner Recruitment Webinar Deck  

This template will save you hours from making your own webinar deck for partner recruitment. It includes an intro, partner program overview, case study, and more.  Start scaling recruitment asap.

Coming soon

Social Media Guide  

This guide will teach you how to leverage social media to build awareness for your partner program and is what I've personally used to sign two of the largest global systems integrators worldwide and hundreds of boutique partners. 

Download for free

Enablement Templates

Take your partner enablement to the next level

Partner Manager Onboarding

I've built a template that includes a list of 50+ items you should be thinking about when onboarding and ramping a partner manager. Train faster and more effectively and ramp your partnerships team up to 3X faster. 

Coming soon

Partner Sales Training

Spend less time in powerpoint and get to value faster. You'll be able to train account executives at partners very quickly and effectively with this template. It gives an overview of the company, the partnership, the customer challenges, solution and benefits and how to co-sell. 

ūüĒĎAccess for $49

Internal Sales Training

Train your internal customer success team on partnerships. This includes an overview of the partner mission, why it matters to your customers and customer success team, an overview of your strategic partners, their value and how they can work with them

Coming soon

Internal Customer Success Training

Train partner account executives quickly and effectively with this template. It gives an overview of the company, the partnership, the customer challenges, solution and benefits and how to co-sell. 

Coming soon

Partner Principles

This template ensures that you clearly articulate the principles of a successful partner program and is critical to gaining internal alignment before doing further deep dives on partnerships. Customize as needed for your company.

Coming soon

Product Training

You want your partners to be trained on the product roadmap and the latest around your platform.  This template teaches you how to structure the product training, garner feedback and create a comms channel with the product team.

Coming soon

GTM Templates

Accelerate your partnerships GTM with these templates

Account Mapping Framework

Leverage this template to effectively run account mapping calls with the partner sales team and your sales team.  Never wing an account call again. 

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Partner Onboarding Deck

Leverage this deck to help onboard your partners and get them on the fast path to success and revenue. It will include a checklist to get you and your partner started.

Coming Soon

Rules of Engagement for Resellers

This outlines the rules of engagement with resellers.  This version is specifically for SaaS companies, but you can also modify this for non-SaaS technology companies. 

Coming Soon

Joint Marketing Plan

This template serves as a roadmap for creating, executing, and evaluating joint marketing campaigns, ensuring alignment between the partner and your company. 

Coming Soon

Joint Case Study Template

This template serves as a roadmap for creating, executing, and evaluating joint marketing campaigns, ensuring alignment between the partner and your company. 

Coming Soon

Partner Plan

Outlines the goals, roles, responsibilities, and collaborative strategies between a company and its partners. It serves as a roadmap, providing a clear framework to drive mutually beneficial outcomes.

Coming Soon

Weekly Internal Update

Share progress, challenges, and upcoming initiatives related to partnerships. Drives alignment within the organization, fosters transparency, and ensures all teams are well-informed about the status and developments in key partnerships.  

Coming Soon

Customer Facing Collateral (Solution Partners)

A concise overview outlining the professional services partners deliver to drive digital transformation within their domain of expertise. This helps account executives and partner managers pitch solution partners to customers. 

Coming Soon

Partnerships OKRs

Serves as a strategic compass for the partnerships team, aligning collaborative partnerships efforts towards shared goals and measurable outcomes. These OKR templates are built for partner managers across ISVs, Solution Partners and Resellers.

Coming Soon

Operations Templates

Accelerate your partnerships GTM with these templates

Business Requirements Document

Need to build out a project for partner operations but don't want to start a business requirements document from scratch?  This is the perfect template to save you hours of work.

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Partner Relationship Management System

This PRM will help you track and manage your partner relationships to success.

This template is currently being built and will come out soon. 

Coming soon

Inbound Partner Application Form

Launch an effective inbound partner form in minutes that captures critical information about the partner's profile, customer focus areas, goals, capacity, capabilities, commitment and more. 

Coming soon

Deal Registration

Leverage this so partners can register opportunities to co-sell with your teams. It helps to give you deeper insights on customers, better partner sales motions, aligns incentives and reduces partner conflict. 

Coming soon

KPIs by Partner Type

Tailored KPI templates based on partner types so you can align performance metrics with the specific goals and dynamics of each partnership. This ensures you capture the nuance and uniqueness of each partner type.

Coming soon

Partner Performance Scorecard

A scorecard to evaluate and measure the performance of each partner. Includes key performance indicators (KPIs) and areas for improvement. Sets the stage for future goals as well. 

Coming soon

Career Templates

Land your dream job in partnerships with these templates

Partnerships Resume

Land your partnerships dream job with this resume template

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Partnerships Cover Letter

The perfect partnerships template to get your started

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Partnerships Dream Job

A 1 hour course that teaches you how to land your dream partnerships job

ūüĒĎ Access for $149

Personal Development Plan

A structured framework to identify specific goals, milestones, and actionable steps in a way that will drive continuous improvement for partnerships professionals. 

Coming soon

Partnerships Self Assessment

Prepare for performance reviews by creating a template for self-assessment. Reflect on achievements, challenges, and areas for improvement.

Coming soon

Partnerships Interview Guide

A guide that includes a list of the top 50 interview questions for partnerships roles (broken down by ISV, Global SIs, reseller, referral, solutions partners and more). 

Download for free