Find and test partnerships

What each side gets, a small pilot, the results, and your decision.

Step 1: Open Partnerships

In Founder mode, open GROW & SCALE in the founder sidebar and choose Partnerships. It manages company relationships with other organisations — distribution, technology, channel, reseller, integration, community, content, talent and data partners.

Step 2: Add a partner and say what they gain

Add someone already in Relationships, or someone new, with the type and where it stands. Write why you want it and what they gain — if you cannot say why they should care, it is a one-sided request.

Step 3: Write the opportunity as a test

Our objective, their objective, the shared value, what exactly would happen, the smallest test, and what would show it worked. The page names what is still missing before you agree anything.

Step 4: Run a pilot

Plan a pilot with a goal, dates, participants, what each side contributes, the expected outcome and the metrics. The Command Center reminds you to review it when it ends; the review is Worked, Partly worked or Didn't work, with what you learned.

Step 5: Record results and decide

Record the outcomes you care about — leads, customers, revenue, reach, integrations and more. Introductions can become Sales leads that remember the partner. Then decide whether to continue, modify, expand or stop. A proven partnership can become a Distribution channel, and a requested integration a Product roadmap item.

Open Find and test partnerships in the app (sign-in required).