This template helps you to define, save and communicate the basic characteristics of your partner program(s). Document program tiers, benefits, requirements, and rules of engagement.
The Partner Program Sheet is your one-page reference for defining and communicating the structure of your partner program. Whether you're designing your first partner program or documenting an existing one, this template ensures clarity and consistency.
Clear partner program documentation:
Design multiple program levels (e.g., Bronze, Silver, Gold, Platinum):
For Each Tier:
Document what partners receive:
Marketing Benefits
Sales Benefits
Technical Benefits
Support Benefits
Define what partners must do:
Establish clear guidelines:
Deal Registration
Territory
Pricing & Discounting
Co-Marketing
Start by deciding:
Determine what partners receive at each level:
Be specific about what partners must achieve:
Define policies for common scenarios:
Use this sheet to:
Document your program design before recruiting partners:
Capture current state and design future state:
Document each program separately:
Get free access to the Partner Program Sheet template and start documenting your partner program today.
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