Establish a centralized database of partners in this template. Keep track of key contact information, the type of relationship your organization has, and the partner’s current status.
Use segmentation to categorize partners according to industry, region, or any other criteria that is important to your business operations.
Create partner profiles that include records for each partner, such as contact information, product offerings, and any contracts or agreements associated with them.
Drive the partners relationships with ultra-personalized campaigns, to onboard them, follow up and keep them up to date on a regular basis.
Custom fields included:
- Type of partner
- Industry
- Type of partnership
- Agreement/offer
- Start date
- Status: to contact, contacted, in discussion, contract signed, onboarded, out
Views included:
- List of partners (table view)
- Partnerships management (pipeline view)
