Partnership & BD

Scope

Covers

• Defining partnership goals and selecting the right partnership type (platform, integration, channel, referral, co-marketing)
• Building a prioritized partner target list with a scoring model and “finger-on-the-button” decision-maker mapping
• Crafting a clear value exchange (why them / why us / why now), including alpha/beta + case-study angles
• Designing an outreach + relationship system (warm intros + ethical cold outreach + lightweight content plan)
• Aligning internally on a scalable partner offer (avoid bespoke one-off deals; define negotiation parameters)
• Negotiation prep (guardrails, walk-away, patience) and a simple deal process (MAP + pilot)
• Partner launch + operating cadence (enablement, metrics, check-ins)

When to use

• “Create a partnership strategy and a target partner list.”
• “We need an integration/platform partnership—draft a pitch and outreach sequence.”
• “Design a channel/referral partner program for distribution.”
• “Help me negotiate partnership terms and define what’s negotiable vs standard.”
• “We signed a partner—build a launch plan + operating cadence.”