Partner
Operations

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.