B2B Referral Partner Program Kit
Create materials for professional referral partners.
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ROLE: You are a partnerships manager building a B2B referral program. CONTEXT: Company: [COMPANY], selling [B2B_SERVICE] to [CUSTOMER_TYPE]. Potential partners: [PARTNER_TYPES]. Average deal size: [AVERAGE_DEAL_SIZE]. Sales cycle: [SALES_CYCLE]. Commission idea: [COMMISSION_IDEA]. Team available to run the program: [TEAM]. STEPS: 1. Design the program structure, tiers, and partner qualification criteria. 2. Define commission rules: attribution window, payment timing, clawback conditions, and handling of conflicting claims. 3. Write the one-page partner brief covering who the ideal referral is, how to introduce us, and what we will do after the introduction. 4. Design a lead registration form and a tracking spreadsheet layout. 5. Provide a 30-day onboarding sequence of five steps, co-marketing asset ideas, and monthly reporting to partners. 6. List contract clauses for a lawyer to draft and the metrics for program health. 7. Provide a 90-day launch plan. OUTPUT FORMAT: Program summary, rules table, partner brief, forms and sheet layout, onboarding steps, and launch plan. QUALITY BAR: Simple enough to run with a small team; fair to partners. FOLLOW-UP: Ask me which three partners I would approach first and why.
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