Here are the project templates you can use to effectively run partnerships. You can copy them over to your software of choice, or run them inside Partnerhub.
Use this project kanban to manage and report on which products you are currently planning to integrate with. This board is shared with your partners. As in, either of you can move your partnership to the next stage and it will reflect on the others’ board.
Use this project kanban to manage and report on which tech companies you are currently working with on a strategic (not integrating) level. This board is shared with your partners. As in, either of you can move your partnership to the next stage and it will reflect on the others' board.
Use this project kanban to manage and report on which companies (or partners) you are currently running an event with. This board is shared with your partners. As in, either of you can move your partnership to the next stage and it will reflect on the others' board.
Onboarding digital agencies is a process - meaning steps. And, this project was created by Jason Yarborough at Drift.
One of the best ways to partner is to co-market. You leverage each others' audiences, resources, and skills to grow together. Here are the steps.
Use this project kanban to onboard new potential agency partnerships. This board is shared with your partners. As in, either of you can move your partnership to the next stage and it will reflect on the others' board.
This is where you and your partner co-manage the steps necessary to execute a co-selling partnership effectively.
This board has a curated backlog of tech partners who share some of the same target customer personas as you (based on your profile settings). Use the filters, open profile, and decide to "Deploy" (request a partnerships conversation), Snooze (it will come back in 45 days), or Pass - and leave them a short note why it's not a fit. You can also just drag the card to the Vetting or Not a fit list.
