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Sales (incl. Reps)
Sales Pipeline Template For Partnership
This partnership template streamlines the collaboration process, from identifying potential allies to formalizing partnerships, ensuring clarity and efficiency in strategic alliance building.
Template FAQ
What are the use cases of the sales pipeline template for Partnership
The use cases of this sales pipeline template are as follow:
Tracking Progress: A sales pipeline template helps in monitoring the progression of potential partnership deals from initial contact to final agreement.
Identifying Bottlenecks: It enables the identification of stages in the partnership process where delays or issues commonly occur.
Forecasting Revenue: The template assists in forecasting future revenue by analyzing the potential value of partnerships at various stages of the pipeline.
For example one of our customers went from $2K/month to $18K/month thanks to partnerships using this sales pipeline template.
What should you do for each step of this sales pipeline template?
This is what you need to do for each step of this sales pipeline template:
Sales Pipeline Stage 1 - Partners Identified: Identify potential partnership targets and compile a list of prospective partners.
Sales Pipeline Stage 2 - Engaged: Initiate initial contact with identified partners and establish a connection.
Sales Pipeline Stage 3 - 1st mail/message: Send a compelling introductory email or message outlining the potential benefits of the partnership.
Sales Pipeline Stage 4 - Follow-up: Follow up with additional information and engage in a conversation to gauge interest.
Sales Pipeline Stage 5 - Partnership Call: Schedule and conduct a partnership discovery call or meeting to discuss details and assess compatibility.
Sales Pipeline Stage 6 - New Partner: Finalize partnership agreements, contracts, and onboarding processes.
Sales Pipeline Stage 7 - Not a fit: Communicate that the partnership isn't a suitable match and archive the prospect from the pipeline.
With which software can you use this sales pipeline template?
You can use this sales pipeline templates with the following softwares:
Breakcold
Excel
Google SpreadSheets
Airtable
Notion
Hubspot
Salesforce
This list is not exhaustive, if you're using another sales pipeline software, you'll be able to use it there too.
