- Joint value proposition one-pager
- Why the customer is better off with both products: what each side does, where they fit together, and the outcome for the agency.
- Co-sell agreement and rules of engagement
- Who leads, how deals are registered, how referrals are credited, and what happens when interests conflict.
- Customer surround map
- The buyer's org, budget owners, and decision makers, matched to the partner relationships that reach each of them.
- Joint account plan
- Shared target accounts, an owner on each side, next steps, and a meeting cadence.
- Mutual customer success plan
- Implementation milestones, adoption goals, and how results are reported back to the agency.
- Partner pipeline review and QBR pack
- Shared pipeline, wins, losses, and the metrics both sides have agreed to track.
- Executive sponsor outreach kit
- Introduction emails, talk tracks, and a briefing format so partner sellers can open doors for you.
- Funding and contract path checklist
- Which budget line, contract vehicle, and procurement route a deal will travel on.
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Days 1 to 30
Map
Identify the incumbent vendors, SIs, and contract vehicles in your target accounts, and shortlist the two or three partners worth pursuing.
Templates: customer surround map, funding and contract path checklist
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Days 31 to 60
Align
Agree what you offer together, who leads, and how deals and credit are handled, then brief the partner's sellers.
Templates: joint value proposition, co-sell agreement
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Days 61 to 90
Pursue
Run joint account plans in the first accounts, get introductions to decision makers, and review the pipeline together every week.
Templates: joint account plan, executive sponsor outreach kit
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After day 90
Scale
Add partners and accounts, move to quarterly reviews, and report mutual customer outcomes back to the agency.
Templates: partner QBR pack, mutual customer success plan