Manage Every Operational Step
From the Beginning to the End of the Partnership
✔️ Get yourself ready | ✔️ Pick the right partner | ✔️ Maximize Joint Value
The Partner Operations
Processes, Tools, Support, Promotion
Pipeline, Expansion, Retention, Experience
Partner KPIs, Measurement, Feedback
Exit Strategy Activation
Identification, Assessment, Alignment, Agreement
Training, Integration, Knowledge transfer
The 8 Life-Cycle Steps Help You to Manage the Partner Operations for Any Partnership
The Recruitment stage is the first step in building a successful partner ecosystem. It focuses on identifying and attracting the right partners who align with your business goals and values. In this section, you’ll discover strategies and best practices for effectively targeting, reaching out to, and qualifying potential partners to create a strong foundation for your B2B SaaS partnerships.
The Onboarding stage sets the tone for your partnerships, ensuring new partners are well-equipped to represent and sell your product or service. Learn how to create a comprehensive onboarding plan, provide the necessary resources, and establish open communication channels to set your partners up for success from the very beginning.
The Engagement stage is all about nurturing your partnerships and fostering a sense of connection and belonging. Here, you’ll find guidance on developing and implementing strategies to keep your partners engaged, motivated, and committed to your mutual success, using regular check-ins, collaboration opportunities, and community-building efforts.
The Growth stage focuses on supporting and empowering your partners to scale their business and generate more revenue. Explore insights and recommendations on providing resources, tools, incentives, and joint marketing opportunities that enable your partners to grow and contribute to your B2B SaaS company’s success.
Evaluations are crucial for assessing partner performance, identifying areas for improvement, and recalibrating expectations. In this part of the playbook, you’ll learn how to establish a regular review process based on predefined KPIs and benchmarks, gather feedback, recognize high-performing partners, and address performance gaps with targeted support and resources.
The Exit stage, while often overlooked, is an important aspect of the partner life-cycle. It ensures that partnerships end professionally and amicably when necessary. Delve into the process of developing and communicating a clear exit strategy, proactively addressing issues, conducting exit interviews, and using the experience to improve future partnerships.