How to use the "Memorandum" tab on partners' profiles

What is “Partnership Memorandum”?

It is a document, or product feature in the case below inside Partnerhub, you fill out with your partners once a year or month, or quarter, with the specific items you have agreed to work on as partners.

Your team can edit, add to, or refer back to the Memorandum for the expectations, timelines, objectives, and commitments between this partner and {{user_company_name}} for partner program success.

This is not meant to create a contract. It is an exercise that will create:

  1. Alignment between you as true partners,
  2. Who the partner is,
  3. And what you both expect from each other.

LOGIN TO PARTNERHUB AND SEE THE FEATURE ON YOUR PARTNERS' PROFILES >

DOWNLOAD THE DOCUMENT TEMPLATE HERE >

Here are the main components of a Partner Memorandum:

~~<>~~

Partnership Memorandum between {{partner}} and {{company}}

This is our “Partnership Memorandum” - the document our teams can refer back to and modify to ensure we are both on track to generate ROI from our partnership. Store in a shared drive for your team to find/edit during our calls.

Date: ___ / ___ / ___

‍

Partner details:

{{Agency Partner}} details:

(name, URL, location, linkedin, phone….).

{{Tech Partner}} details:
(Partner manager name/email, partner page, resources, linkedin, slack….)

‍

Goals for both parties (year 1, unrelated to the partnership):

{{This month, quarter, year}}

{{Where to track those goals}}
‍

What each of you will be putting into this in year 1 (resources):

{{Agency}} {{Tech Partner}}

{{training time}}

{{onboarding time}}

{{co-selling time}}

{{content creation}}

‍

Where each of you will be highlighted on the others’ site:

{{Agency}}

{{Tech Partner}}

{{URL}}
‍

What target audiences you both are after:

{{Agency}}, {{Tech Partner}}

{{persona 1}}

{{persona 2}}

{{persona 3}}

‍

When credentials are going to be achieved, by when?

{{Credential}}

{{Date}}

When and how co-selling will be done:

{{description}}

{{link to your co-selling platform of choice i.e. Reveal}}


Exclusivity clause (for either party, if any: geo, client size, vertical):

**NOT recommended, but sometimes it's necessary...

{{Exclusivity}}

{{Expiration}}



Signatures:

Agency Representative:

By:

Signature

Name:

Title:

Tech Partner Representative:

By:

Signature

Name:

Title: