This doc is a quick guide to nomenclature and outline of SOP's needed for dealing with each partner type (i.e. how the org works with advocates vs co-marketing partners).
The action item would be: Copy to drive, fill out based on your partnerships, share with the entire org so everyone knows what to do with each partner:
An individual with no defined affiliation who is out there singing your praises with no contract of formal relationship. These people may be:
A user who raves about your product
Friends or family of employees
Your VC or your incubator cohort
An employee of a non-competitive SaaS who knows and loves your product
Which teams and personnel are responsible for this partner type: [list names + their responsibility]
Our company agenda for this partner type: [list SOPs for who/what/where/how for this partner type]
Where they are going to live (for now): [CRM view, PRM, airtable or sheet link]
The people have been given a form or tracking link, as well as a payout agenda for their referrals.
User-advocate who now is instructed and enabled with the referral process
Which teams and personnel are responsible for this partner type: [list names + their responsibility]
Our company agenda for this partner type: [list SOPs for who/what/where/how for this partner type]
Where they are going to live (for now): [CRM view, PRM, airtable, or sheet link]
Anyone you are working closely with to collaborate on marketing or sales. It benefits you both financially - stickiness or user growth. Examples of Strategic Partnerships:
Co-marketing or co-selling partners
Tapcart is not integrated with Recart, but they have a lead sharing and co-marketing agenda.
Offering a discount or free accounts to a local accelerator like Tech Stars
Which teams and personnel are responsible for this partner type: [list names + their responsibility]
Our company agenda for this partner type: [list SOPs for who/what/where/how for this partner type]
Where they are going to live (for now): [CRM view, PRM, airtable or sheet link]
Native or IPASS’d into your app.
Which teams and personnel are responsible for this partner type: [list names + their responsibility]
Our company agenda for this partner type: [list SOPs for who/what/where/how for this partner type]
Where they are going to live (for now): [CRM view, PRM, airtable, or sheet link]
Resellers
White label xyz
Which teams and personnel are responsible for this partner type: [list names + their responsibility]
Our company agenda for this partner type: [list SOPs for who/what/where/how for this partner type]
Where they are going to live (for now): [CRM view, PRM, airtable, or sheet link]