Partnership Check-in
Maximize the success of company partnerships with regular check-ins to assess progress, align goals, and drive necessary adjustments. Zapier, the industry-leading automation tool, offers a streamlined template that supercharges communication and collaboration, ensuring every partnership meeting is productive and successful.
A comprehensive review of key meeting points sets the stage for a productive and well-informed exchange. Gain valuable insights and inspiration through mutual progress and roadmap updates, fueling the growth of the partnership. Dive into dedicated discussions on integrations, both current and prospective, before exploring go-to-market strategies to amplify promotional efforts.
With crystal-clear guidance on next steps, partners can maintain momentum beyond the meeting, paving the way for ongoing success. Use this template to conduct well-organized check-ins that foster open communication, spark collaboration, and empower partners to share valuable insights, address concerns, and make informed decisions that propel partnerships to new heights.
Partnership Check-in
Key points to cover/know going in
- List out the most important information you need to know before entering the meeting (i.e. they're considering a competitor, we're making a major update to the integration, new key hire, etc.)
Agenda
- Introductions
- Mutual Progress and Roadmap Updates
May want to include company level updates that may be interesting/spur ideas or a product/service overview if appropriate
- Integration Discussion
Product focused discussion on current or prospective integration
- Go To Market Discussion
Co-marketing, how can we promote the partnership and/or how have promotions fared
- Open Q&A
List your questions and any they may have had from prior convos
Takeaways
Raw notes go here before you consolidate in to bullet points
Next Steps
Maximize the success of company partnerships with regular check-ins to assess progress, align goals, and drive necessary adjustments. Zapier, the industry-leading automation tool, offers a streamlined template that supercharges communication and collaboration, ensuring every partnership meeting is productive and successful.
A comprehensive review of key meeting points sets the stage for a productive and well-informed exchange. Gain valuable insights and inspiration through mutual progress and roadmap updates, fueling the growth of the partnership. Dive into dedicated discussions on integrations, both current and prospective, before exploring go-to-market strategies to amplify promotional efforts.
With crystal-clear guidance on next steps, partners can maintain momentum beyond the meeting, paving the way for ongoing success. Use this template to conduct well-organized check-ins that foster open communication, spark collaboration, and empower partners to share valuable insights, address concerns, and make informed decisions that propel partnerships to new heights.
