Solutions / Functions / Sales / Business development and partnerships AI workflows for business development and partnerships.Opening new markets and relationships: partners, channels and strategic accounts.
Who does this work Business development manager Partnerships manager Channel manager 3 workflow templates ready to adapt, and 6 workflows identified.
Updated 12 November 2026
The workflows identified Marked illustrative: an example of the work, identified, with no workflow template yet.
Reconcile sponsor deliverables at the end of a run Gives the partnerships lead a register of each contracted placement against publication records, metrics and invoices, with gaps and billing questions. Workflow template Review a prospective channel partner's fit Gives the founder or head of partnerships evidence the partner brings its own customers, the partner type that fits, the economics and a ninety-day plan. Workflow template Turn a meeting into a follow-up Gives the person who held the meeting a recap draft with agreed next steps, promises by both sides and open questions. Workflow template Draft a partnership proposal Drafts a proposal to a prospective partner setting out the shared customers, what each side brings, how the partnership would work and the terms to discuss. Illustrative · not built yet
Prepare a new market entry brief Gathers a target market's size, buyers, competitors, channels and entry requirements from supplied sources, with the questions to answer before committing. Illustrative · not built yet
Prepare the partner performance review Summarizes each partner's referrals, pipeline, revenue and commitments met for the period, with the partners to invest in and the ones going quiet. Illustrative · not built yet
Channel partner fit review When a referral, reseller or alliance partner approaches, the founder or head of partnerships gets one review: evidence the partner brings customers of its own, the type that evidence supports, a ninety-day plan with signs to go on or stop, and the commission range that still beats selling direct. A person decides. Workflow template Referral source follow-up The day after a partner meets someone who sends the firm work, they have a follow-up draft and a list of every promise made at the table, by both sides. The draft uses only approved materials and nothing said in confidence; the partner checks it, chooses the next step and sends it. Workflow template Sponsor delivery record When a sponsored run ends, the partnerships lead gets a register of each placement in the signed scope beside the publication record, metrics and invoices. Gaps, changed dates and incomparable metrics stay visible; billing questions go to finance. Workflow template Request this workflow Tell us the business development and partnerships work you need and the team that does it, and we build the workflow with you from your own procedures.
Reading for sales
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