New Partner Discovery Meeting
Brand partnerships should be approached with the same diligence as sales deals. Partnership discovery meetings serve as an opportunity to learn about a potential partner's goals, strategies, and ways of doing business. These meetings help both sides evaluate the viability and potential benefits of a partnership.
Productboard, a leading product management tool, understands the importance of discovery meetings in ensuring a strong strategic fit with prospective partners. During these meetings, Productboard and potential partners exchange information such as target markets, customer profiles, team structure, existing partnerships, values, and company culture. This exchange is intended to assess strategic compatibility and the potential for mutual value creation.
Based on these insights, partnership objectives and expectations are defined, and specific areas for collaboration, such as joint projects or resource sharing, are explored. Next steps and action items are meticulously planned during these discovery meetings, outlining key milestones, timelines, and tasks to drive the partnership forward. Productboard recognizes that these discovery meetings lay a vital foundation for transparent and successful partner relationships. By establishing alignment and understanding, they set the stage for productive and mutually beneficial partnerships.
New Partner Discovery Meeting
Team Structure
- How is their sales team aligned?
- How do they work with marketing?
- Do they have their own marketing in BD?
- Employee bands; geographies; verticals
Company Focus
- Who is their buyer? User?
- Verticals where they are strong?
- Prototypical customer (company brand)?
- Who are their biggest competitors?
Partners
- How do you segment partners? How do your colleagues think about working with partners?
- Who are your strongest partners? What’s the GTM motions with those partners?
Timing + KPIs
- Is there a specific forcing function that is creating this conversation now?
- What are the key milestones and next steps?
- How will you measure the success of this partnership?
- What do you want to get out of this partnership?
Meeting Follow-up
- What are the next steps?
- Send clear action items + a note to the partner in email; assign any tasks in other software
- Do you need to tell any internal stakeholders?
Brand partnerships should be approached with the same diligence as sales deals. Partnership discovery meetings serve as an opportunity to learn about a potential partner's goals, strategies, and ways of doing business. These meetings help both sides evaluate the viability and potential benefits of a partnership.
Productboard, a leading product management tool, understands the importance of discovery meetings in ensuring a strong strategic fit with prospective partners. During these meetings, Productboard and potential partners exchange information such as target markets, customer profiles, team structure, existing partnerships, values, and company culture. This exchange is intended to assess strategic compatibility and the potential for mutual value creation.
Based on these insights, partnership objectives and expectations are defined, and specific areas for collaboration, such as joint projects or resource sharing, are explored. Next steps and action items are meticulously planned during these discovery meetings, outlining key milestones, timelines, and tasks to drive the partnership forward. Productboard recognizes that these discovery meetings lay a vital foundation for transparent and successful partner relationships. By establishing alignment and understanding, they set the stage for productive and mutually beneficial partnerships.
