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Partnership Check-in

Nick Valluri

Strategic Alliances Manager

Zapier

Use this Zapier template to help you progress and stay aligned with your partners

Use this template

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

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How to use this template for your next

Partnership Check-in

Whether you're exploring new strategic collaborations or deepening existing relationships, our adaptable partnership check-in template can help you stay aligned and progress in the right direction.

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Use this partnership check-in template to give you a clear perspective on the common objectives for the partnership meeting. It will enable you to establish expectations and be able to understand one another's unique strong points and needs, helping to strengthen the partnership. In turn, this lets you organize and prioritize the steps needed to achieve your goals together.

Download this template now for
Hugo, Microsoft Word or as a Google Doc