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.

Sales Strategy Deck

Partner Program

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.

Solutions Partners Strategy

Reseller Strategy

ISV Strategy

Customer Journey 

Industry Baseline

Partner Types Overview

Partner Coverage by Region

Partner Coverage by Segment 

A visual overview of the segment coverage by partner types. 

Crawl Walk Run Strategy

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

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.

Partner SWOT Analysis

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

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.

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.

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.

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.

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.

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. 

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. 

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. 

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

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. 

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.

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.

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. 

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.

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. 

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. 

Joint Case Study Template

This template helps to ensure you're presenting a clear and concise proof point of success between your customer, partner and company. Win hearts and minds with this. 

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.

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.  

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. 

Partnerships OKRs

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.

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. 

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. 

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. 

KPIs by Partner Type

Partner Performance Scorecard

Partnerships Resume

Land your partnerships dream job with this resume template

Partnerships Cover Letter

The perfect partnerships template to get your started

Partnerships Dream Job

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

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. 

Partnerships Self Assessment

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

Partnerships Interview Guide