Template

Partner introduction call template

A first call with a possible partner — a reseller, an agency, another product — to see whether you serve the same customers and could each help the other win.

30 minutesFor A partnerships lead or founder, and their counterpart at the other companyAgenda room
Change the agenda first

The agenda, with a time for each part

  1. Who each of us is5 min
    • Who are your customers, and what do you do for them?
  2. Where our customers overlap7 min
    • Which of your customers would care about us, and why?
  3. What each side would get8 min
    • What would make this worth your time?
  4. How it could work6 min
    • Referrals, a shared offer, an integration — which fits?
  5. A small first step4 min
    • What could we try in the next month?

How the notes read afterwards

A made-up example, so you can see the shape. In a real call each line carries the words that were said and who said them.

Them. An accounting firm with 300 small-business clients.

Overlap. Their clients do payroll by hand — exactly who we serve.

Each gets. They get a referral fee and fewer payroll questions; we get trusted introductions.

First step. They introduce five clients this month; we review results on the 30th.

Running it well

Ways to change it

Technology partnerAdd fifteen minutes with an engineer from each side on whether an integration is realistic.
Follow-upAgree a simple written agreement only after the first test works.

When to skip it. If you cannot name a customer you both serve.

Questions

What is a partner introduction call?

A first conversation between two companies to see whether they share customers and could benefit from referring, reselling or building something together.

What should you ask a potential partner?

Who their customers are, where they overlap with yours, what they want from a partnership, and what small step you could try first.

What types of business partnerships are there?

Common types are referral partners, resellers, agencies who implement your product, and technology partners who integrate with it.

What happens in the room

Everybody joins from the link, with no account. The agenda sits beside the call and each item fills in with what was said about it, under the name of the person who said it.

More templates

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