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Sales & Partnerships
Sales & Partnerships
New Partner Discovery Meeting Template
How to discover opportunities and set expectations with new partners
Click here to copy!
Instruction: Update the summary based on this template below
Team Structure:
How is the sales team structured?
What are the employee bands, geographies, and verticals they work with?
How do they collaborate with Marketing?
Do they have their own Marketing in Business Development?
Company Focus:
Who is their primary buyer and user?
What verticals are they strong in?
What's the prototypical customer, in terms of company brand?
Who are their biggest competitors?
Partners:
How do you segment partners?
How do your colleagues approach working with partners?
Who are the strongest partners?
What are the go-to-market motions with those partners?
Timing + KPIs:
Is there a specific event or timeline driving this conversation?
What are the key milestones and next steps?
How will you measure the success of this partnership?
What are your goals for this partnership?
Meeting Follow-up:
What are the next steps?
- Send clear action items and a note to the partner via email.
- Assign any tasks in other software, if needed.
- Inform internal stakeholder if needed.
How to use this template for your next meeting
Want to have automatically generated meeting notes in the specific template format above? Just follow these easy steps!
Step 1: Log in / Sign up to Wudpecker’s browser app.
Step 2: Conduct your meeting with Wudpecker’s notetaker admitted in it.
Step 3: Go to the Templates section on the Wudpecker website. Select the template you want to use.
Step 4: Press the “Click here to copy” button.
Step 5: In the Wudpecker app, open the notes of the meeting that you want to use the template for.
Step 6: In the notes, click on “Re-write with custom prompt”
Step 7: Paste (Ctrl/Cmd + V) the template that you copied and press “Re-write notes”. You should see the notes in just a couple of minutes.
Why this template is useful
The New Partner Discovery Meeting template is a valuable tool for businesses seeking to establish new partnerships. By following this template, you can ensure that all key areas are covered during the discovery meeting, allowing you to gain a comprehensive understanding of the potential partner and their business.
This template includes sections on team structure, company focus, partners, timing and KPIs, and meeting follow-up. By exploring the team structure, you can gain insight into how the sales team is organized, what verticals they work with, and how they collaborate with marketing. Understanding the company focus can provide insight into the primary buyer and user, the strongest verticals, and the typical customer brand, as well as identifying key competitors.
The section on partners provides a deeper understanding of how partners are segmented and how your colleagues approach working with partners. Identifying the strongest partners and go-to-market motions with those partners can inform future partnership strategies. Timing and KPIs help to drive the conversation, as they provide a specific event or timeline for the partnership, as well as key milestones and next steps. Establishing goals for the partnership and defining how success will be measured is crucial for the long-term success of the partnership. Finally, the meeting follow-up section ensures that clear action items are assigned, any necessary tasks are entered into other software, and internal stakeholders are informed if needed.
This template can help ensure that the new partnership discovery meeting is productive, efficient, and effective in establishing a strong partnership.
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