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Build an executive summary for every partnership opportunity. It makes buy-in easier. Here's Matt Dornfeld's step-by-step guide for building partnership executive summaries.   Step one: Create a living document. 📄   This will be your #1 source of truth as you chase the potential opportunity, gather insights, and determine whether to go forward with this partnership.   Step two: Note initial information. ✏   Write down everything you already know... ▶ Who are your points of contact around the organization? ▶ Who might influence go-to-market? ▶ What initial questions do you have?   Step three: Learn directly from your partner prospect. 👥   👏 Ask them questions   Step four: Learn from your partner community. 🤝   Ask your partner community for their opinions, information, and data that might help you pursue this opportunity.   Your partners are there for you. Your partner community will either help you validate this partnership or they'll point out a potential blindspot.   Step five: Meet with all relevant stakeholders. 👨💻   Throughout this process, meet with all relevant stakeholders—Marketing, Sales, Success, Legal, and Finance—to rally them around this opportunity.    By the time you're ready to go forward with the partnership, everyone should be excited about the opportunity. ⤵ His goal with each executive summary is to create a source of truth for everyone involved in the partnership.   While this helps Matt and his stakeholders understand the value of the partnership, it also becomes a great tool in determining when and why a partnership might not be valuable.    A huge shoutout to Matt Dornfeld for such a simple, useful idea!   And check out Matt's full GTM playbook on the Howdy Partners podcast! (🤝Will Taylor can you drop the link to the episode?) #partnerships #nearbound #ecosystem #gtm #partnerprogram

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Will Taylor 🤝

Make partnerships profitable with ops, data signals & tactical playbooks • Advisor • Tech stack recommendations • Stop selling on hard mode

8mo
Ademola Adelakun, MBET

(OOO till November 18th). We help b2b SaaS marketers turn their video footage into leads 📸 | Founder at A2 Media | Ex-Shopify & Affirm.

8mo

Matt Dornfeld is my favourite podcast guest of all time.

I can attest, Matt wrote the book

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