The Ultimate Partnerships Kit
Leverage 45 proven partner templates that drove $150M+ in revenue
Build your partner strategy, grow revenue and scale your ecosystem with this kit of 45 proven templates I've built over the last 19 years at companies like Box, Miro, Airtable, Optimizely, Toptal, VMware and Cisco that led to $150M+ in SaaS partner revenue.
Join 6,000+ partnership leaders and founders that have used these templates to help them build a partner strategy that grows revenue.
🔑 Access for $499
Are you struggling to build a partner strategy that gets the executive alignment and resources you need to grow revenue?
You don't have a clear partner strategy. You're struggling to drive partner revenue. You're responding to inbound partner inquiries and launching them, hoping they work. You're not getting proper resource allocation and stretched thin. You're onboarding a lot of partners, but don't know which ones to prioritize. Your executives are having a hard time understanding the value of partners.
The Ultimate Partnerships Kit fixes this.
This 45 template package featuring 899 slides will guide you through how to build a clear, effective partner strategy and partner program from ground zero with first principles thinking and frameworks learned from 30+ SaaS partner leaders. It also includes 2 hours of training videos!
Stop spending time on slideware.
Start building.
By purchasing the Ultimate Partnerships Kit, you'll be saving $370 (42% off) vs buying the templates separately.
3 Key Benefits For You
Save time
I've spent 19 years building and refining these templates. Save yourself the 38,000+ hours of mastery and get on the fast track to partner success.
Grow Partner Revenue
Leverage my playbooks that are proven to drive $150M in partner revenue. Stop spending time in slides and get to partner pipeline and revenue growth faster.
Increase Earnings
Use the same templates that I did to increase my earnings in partnerships by 10x. Build up your individual success in partnerships immediately to earn more .
Testimonials
The Ultimate Partnerships Kit includes ALL of these templates:
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.
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.
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.
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 Partner 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 $100M+ in services revenue.
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.
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 build partnerships with top ISVs.
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.
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.
Partner Types Overview
A visual overview of the different partner types and the value add they can provide to the customer journey.
Partner Coverage by Region
A visual overview of the regional coverage by partner types.
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.
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.
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 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.
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.
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.
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.
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
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.
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 Policy
Leverage this so partners can register opportunities to co-sell with your teams and everyone aligns on the rules (both internally and externally). This helps to reduce confusion and conflict.
KPIs by Partner Type
Partner Performance Scorecard
Here's a sample of what's included in the 899 slides:
Gain clarity on your partner strategy
Learn how to leverage first principles thinking to build an impactful partner strategy that drives revenue, customer acquisition, differentiation, net retention, adoption, close rates and more.
Learn the proven frameworks on how to build partnerships from 0 to 1
Every SaaS company is different. This means bringing a playbook from a previous company may not work at your current one. Learn to use frameworks to ensure you're building the right partner program for your current company.
Learn the pillars of a great partner program
I've worked with 30+ SaaS partner leaders over the last 17 years to learn best practices on how to build a great partner program.
Learn how to build your ideal partner profile
Don't launch a partnership hoping it'll work out. Improve your chances of success dramatically by building an ideal partner profile that truly helps your customers.
Show the different partner types and their unique value add
This template showcases definitions around the partner types and how they can help the customer and the company achieve key business outcomes.
Explain how different partners help the customer journey
Each partner type brings unique value to the company by helping the customer on their journey. Leverage these slides to explain that to your leadership team. Here's an example for solution partners shown here. I've built it in this template for ISVs and resellers as well.
Showcase your partner marketing strategy with 3 key pillars
This slide will help teams understand how you plan to execute marketing with your key focus partners.
Define partner swim lanes with our pre-built template
The more clarity you have on partner swim lanes, the easier it will be for your partners to engage and grow with you. Leverage this template to get clarity with your leadership team.
Determine which partner capabilities will drive customer impact
Your SaaS company won't be able to do it all. Identify the gaps that your partners will address from a capabilities perspective.
GTM by Segment
This slide helps you articulate which segments you'll want to be partner led vs vendor led, so that you establish clear GTM swim lanes. You can then communicate this both internally and externally.
Highlight Partner Program Requirements by Partner Type
This template walks the leadership team through what the high level partner program requirements would look like by partner type. Here's an example slide for resellers.
Make a business case with cohort analysis
Leverage this template to make a compelling point around partner value and to help guide your resource allocation decisions.
Showcase the pillars of effective partner enablement needed
Walkthrough the key pillars around planning and execution
Build confidence amongst your team and cross functional teams by showing a clear plan that you're going to execute against with your partner strategy.
Give an overview of your 30-60-90 day plan
Leverage an executive business memo to get resource allocation
A bonus of 2 hours of recorded trainings
Where I personally walk you through every single one of the 100 partner strategy slides, so you understand the key concepts and how to customize it for your company. I'll also include the Dream Job Partnerships video training to help you level up your partnerships career!
