Start here

• Use the database below to track strategic partner relationships (separate from clients).

Partnerships database

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Create a new partner entry, assign an Owner, set Partnership Stage, and keep Last Touchpoint current.

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Partner page outline (copy into each partner page)

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Partner Overview

• Who they are
• What they do
• Why we're talking

Strategic Alignment

• Where offerings complement
• Target client overlap

Opportunity Areas

• Co-selling motions
• Co-delivery ideas
• Integration opportunities

Open Questions

Interaction Log

Related Documents

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Potential Partnerships

Tasks linked to Partnerships

Partnership Tasks