Partner prospecting template for outbound
Name the partner, the fit, and the pitch — so the research earns the intro, not the ignore.
- Crossbeam
- Reveal
- Notion
- Google Docs
Research 10 channel partners for our CRO tool.
- Pulled the partners10 RevOps consultancies, 50-200 clients each
- Named the partnerRevOps consultancies that serve Series B SaaS
- Named the fitThey serve VP RevOps; we fix onboarding leaks
- Named the pitch20% rev share + co-marketing for the onboarding fix
The research named the partner (RevOps consultancies), the fit (serve VP RevOps, we fix onboarding), and the pitch (20% rev share + co-marketing). The outreach earned 4 partner intros in 2 weeks, up from 0 on the prior cold-email. The template earned the intro because it named the partner, not cold-emailed the list.
A partner prospecting template is the shape that earns the partner the intro. It fixes the partner, the fit, and the pitch — so the research reads as a list, not a dump. A team that cold-emails partners without the fit earns the ignore; a partner prospecting template that names the partner and the fit earns the intro and the deal.
What is a partner prospecting template?
A reusable research shape for the partner — the partner, the fit, the pitch — that earns the intro and the deal. The template fixes the shape so the research reads as a list, not a dump.
Build the research
- Partner named — the one company that serves your buyer
- Fit named — the one reason the partner fits
- Pitch named — the one offer to the partner
Ship the list
- Name the partner, do not cold-email the list
- Name the fit, do not just the partner
- Name the pitch, do not just the fit
What partner does a partner prospecting template name?
The one company that serves your buyer — the agency, the consultant, the vendor — that earns the intro. The partner is the part that earns the intro, because a team that cold-emails partners without the fit earns the ignore; a team that names the partner earns the intro.
What fit does a partner prospecting template name?
The one reason the partner fits — the buyer, the offer, the stage — that earns the pitch. The fit is the part that earns the pitch, because a partner without the fit earns the intro and loses the pitch; a partner with the fit earns the deal.
What pitch does a partner prospecting template draft?
The one offer to the partner — the revenue, the lead, the co-marketing — that earns the deal. The pitch is the part that earns the deal, because a partner without the pitch earns the intro and loses the deal; a partner with the pitch earns the partnership.
How the partner prospecting template fits your stack
The agent reads the partner list and the buyer, drafts the partner, the fit, and the pitch, and ships the research. It pairs with the prospect list build and the outbound value prop draft templates.
- Crossbeam
- Reveal
- Notion
- Google Docs
Who uses this partner prospecting template
- Partnerships leads
- Name the partner, do not cold-email the list.
- Sales leads
- Name the fit, do not just the partner.
- Founders
- Name the pitch, do not just the fit.
How to run this partner prospecting template in Metaflow
Pull the partners
The list, the buyer.
Name the partner
Agent names the one company.
Name the fit
The one reason the partner fits.
Name the pitch
The one offer to the partner.
What you provide
- Partner list
- Buyer
- Offer
What you get back
- Partner research
- Partner named
- Fit named
- Pitch named
Why use this partner prospecting template?
Names the partner, does not cold-email the list
Names the fit, not just the partner
Names the pitch, not just the fit
Pairs with the prospect list and value prop templates
Partner prospecting template FAQs
How do you research channel partners?
Name the one partner that serves your buyer, the one fit, and the one pitch. The research reads as a list, not a dump, which is why it earns the intro, not the ignore.
What is partner prospecting?
The research that earns the partner the intro — the partner, the fit, the pitch. A team that cold-emails partners without the fit earns the ignore; a team that names the partner and the fit earns the intro and the deal.
How do you find channel partners?
Name the one company that serves your buyer — the agency, the consultant, the vendor. A team that cold-emails the list earns the ignore; a team that names the partner earns the intro, because the partner is what earns the deal.
What makes a partner pitch convert?
A partner that earns the intro, a fit that earns the pitch, and a pitch that earns the deal. The research that cold-emails the list earns the ignore; the research that names the partner earns the intro.
Similar cold email and outbound templates
Key takeaways
- Names the partner, does not cold-email the list
- Names the fit, not just the partner
- Names the pitch, not just the fit