Templates
Ready-to-use templates and frameworks for partner programs. Excel, Google Sheets, and document templates.
Tools you can use today
Our templates include partner scorecards, MDF trackers, business plan templates, and QBR decks.
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View all resourcesAlign Your Team with a Partnership Strategy Plan
who: Founders, CRO, CMO, Alliances Lead / when: When defining or resetting your partner strategy
Request AccessPartner Program Vision and Operating Model
who: Exec team, investors, senior GTM / when: Before you invest in a formal partner program
Request AccessWhy Partnerships, Why Now – Internal One-Pager
who: Sales, Marketing, CS, Product / when: Before rolling out partner motions internally
Request AccessPartner Recruitment Playbook
who: Alliances, Sales, Founders / when: When you start proactively recruiting partners
Request AccessScorecard Template
who: Alliances, RevOps / when: When comparing or qualifying potential partners
Request AccessPartner Application and Intake Form Template
who: Alliances, Marketing Ops / when: For website forms, events, and manual intake
Request AccessPartner Onboarding Checklist – First 30 / 60 / 90 Days
who: Alliances, Partner Managers / when: Immediately after a partner signs
Request AccessPartner Enablement Kit Template
who: Enablement, Alliances, Partner Marketing / when: When packaging sales, demo, and pricing assets
Request AccessDeal Registration and Conflict Guidelines
who: Alliances, Sales Leadership, Partners / when: When you introduce deal registration and protection
Request AccessPartner QBR Dashboard Template
who: Alliances, RevOps, Sales Leadership / when: For quarterly partner reviews and health checks
Request AccessPartner Health Heatmap Template
who: Exec team, Alliances, RevOps / when: For prioritising where to invest or de-risk
Request AccessPartner Campaign Menu / Play Catalogue
who: Partner Marketing, Alliances / when: When choosing repeatable co-marketing plays
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