<aside> 👋🏼 ABOUT THIS TEMPLATE: If you’re in charge of building a partner program, here’s a handy checklist based on the takeaways from the Building a High-Impact Partner Program course as part of the Collaborative Growth Academy by Reveal.

HOW TO USE THIS TEMPLATE: Customize any checkboxes for your company.

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• Questions to ask at the start

• [ ] Socialise goals and present the Partner program to the wider business

• [ ] Request resources

Stage 1: Identify Partners

• [ ] Set your partnering criteria
  • (such as minimum percentage% of account overlaps)
• [ ] Research existing partners on your competitors directories
• [ ] Set up a profile on Reveal and look up partners on the Reveal Directory to see overlaps.
  • Send invites to connect template here
• [ ] Draft introduction message

Stage 2: Present program

• [ ] Create Partner Program Presentation
• [ ] Create Partnership Agreement contract with Legal team
• [ ] Create NDA contract template here
• [ ] Present Program to shortlisted partners
• [ ] Collect their business goals
• [ ] Send Agreement to your selected partners

Stage 3: Onboarding

For each partner

• [ ] Book your the kickoff
• [ ] Build your Joint Success Plan
• [ ] Define meeting cadence
• [ ] Set up Slack Connect channel with your Partner

Stage 4: Account Mapping

For each partner

• [ ] Run account mapping
• [ ] Optional: sign NDA

Stage 5: Build a Pipeline

For each partner

• [ ] Add accounts to your Reveal Pipeline
• [ ] Share your Pipeline with them
• [ ] Set up notifications on these tracked accounts

Stage 7: Reporting and Reviews

• [ ] Collect KPIs using the Scorecard template here
• [ ] Create and update QBR template here
• [ ] Run internal QBR

For each partner

• [ ] Run partner QBRs template here

Stage 6: Co-selling

• [ ] Add partner custom fields to your CRM
• [ ] Set up Account Mapping meetings with sales reps
• [ ] Present to sales teams on the Partner Program