Process Owner: Alex Bauer
Last Updated: December 2023
SOP Linked: HERE
Referral Partners
What is their experience? Have they worked and/or consulted for companies that fit our ICP? (See sample right >>)
What does their network look like? Do they have connections to companies that fit our ICP?
What motivates them to drive new business? (ie. PDM makes them look good by providing solutions/growth for companies they refer, monetary compensation, etc.)
Agency Partners
What services do they provide? Are the complementary to PDM or competitive? Is there potential for PDM to reciprocate referrals?
Do their clients/network fit our ICP?
What motivates them to refer new clients to PDM? (ie. Monetary compensation, fill the gaps in strategies for services they don’t support, etc.)
Tech Partners
Does their roster align with our ICP?
What solutions do they provide? Are these solutions and is the platform one that our clients would use/benefit from? (ie. can we reciprocate referrals)
How involved is there team when it comes to making agency recommendations? How many referrals/introductions can they make quarterly on average? (KPI setting)
How is partner success measured?
Input any potentials into the Partner Selection Matrix to score
Please reach out to Alex Neill if you have any questions!