Partnerships and Channels

Partnership Marketing Evaluation Matrix

A matrix to compare your potential marketing partners.

Partnership Marketing Strategy Scorecard

Use this to document your objectives, initiatives, measures, and targets for the next 12-18 months.

Partnership Marketing Assessment

Use this tool to assess your organization's partnership marketing processes and capabilities.

Partnership Development Tracking Tool

Use this to to track and monitor prospective partners by program, stage, deal size & expected close date. 

Due Diligence Checklist

Use this checklist to ensure you don't miss anything during an acquisition.  

Distributor Metrics Dashboard

Use this template to track metrics related to your distributors.

Non Disclosure Agreement

Use this to protect yourself when dealing with third-parties.

Referral Partnership Agreement

A template to create a formalized referral agreement between your organization and partners.

Partnership Marketing Agreement

A template to create a partnership marketing agreement between your organization and a partner.

Non Compete Agreement Template

A template for a Non-Compete Agreement between parties who conduct business together.

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