Partnership Process — 6‑Step Methodology
We run a proven, inspectable process with clear artifacts and KPIs at every stage. From discovery to scale, every step is designed for repeatable success.
Our Partnership Acceleration Model
A proven 6-step framework that has delivered $32M+ in managed partnership revenue
Discover & Define
Every successful partnership starts with clarity. We work with you to map your current state, goals, and constraints before writing a single line of strategy.
Key Activities
- ✓ Stakeholder interviews and current state audit
- ✓ Ideal Customer Profile (ICP) alignment
- ✓ Technology stack and integration assessment
- ✓ Competitive landscape analysis
- ✓ Success metrics and KPI definition
Ideal Partner Profile (IPP)
Most partner programs fail because they recruit anyone who says yes. We build a data-backed Ideal Partner Profile with 47 scoring criteria across five dimensions.
Ideal Partner Profile Document · 47-Point Scorecard Template · Partner Persona Definitions · Weighted Scoring Framework
Recruit & Qualify
We source, screen, and qualify partners against your IPP. Our multi-channel approach ensures you see the best partners, not just the ones who raise their hands.
Key Activities
- ✓ Multi-channel sourcing (LinkedIn, referrals, databases, events)
- ✓ Initial outreach and qualification calls
- ✓ 47-point IPP scoring for each prospect
- ✓ Due diligence and background checks
- ✓ Onboarding and agreement execution
Prospect List with IPP Scores · Outreach Templates · Qualification Call Scripts · Due Diligence Checklist · Onboarding Pack
Activate & Enable
Partners don't sell what they don't understand. We build comprehensive enablement programs that turn partners into revenue engines.
Enablement Components
Partner Portal Access · Sales Playbooks · Training Recordings · Certification Program · Launch Kit
Co-Market & Co-Sell
Joint marketing and selling is where partnerships generate revenue. We design and execute campaigns that drive pipeline with full attribution.
Campaign Types
Campaign Plans · Creative Assets · Landing Pages · Attribution Reports · ROI Analysis
Optimize & Scale
What gets measured gets improved. We provide dashboards, QBRs, and portfolio analytics to continuously optimize partner performance.
Key Activities
- ✓ Real-time partner performance dashboards
- ✓ Quarterly business reviews (QBRs)
- ✓ Portfolio optimization recommendations
- ✓ Benchmarking against industry standards
Executive Dashboard · QBR Deck Template · Performance Reports · Growth Recommendations
Process questions
Common questions about our methodology and engagement.
Ask about your specific case →What you'll get at each step
Tangible deliverables, not just strategy decks
Ready to start your partnership journey?
Let's map the 6-step flow to your specific goals and timeline.
See deliverables by stage
Templates, scorecards and dashboards included at every step.
Browse Resources →