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Team Training: Partner types and internal SOPs for each

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:

Advocate:

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]

Referral partners:

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]

Strategic partners:

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]

Integration partners:

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]

Contractual partner relationships: 

  • 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]