The partnership that grows your pipeline
Accountants talk to business owners every day. They're not selling IT services. You should be friends.
Partner marketing works when both sides win. Accountants, lawyers, commercial insurance brokers - they all serve the same clients you want, but don't compete with you. A warm introduction from a trusted advisor beats a cold call every time.
The scenario:
You want to build referral partnerships with complementary professional services firms.
The prompt:
You're building a partner referral programme.
Create a programme that includes:
- Ideal partner profile (who serves your target clients?)
- Value proposition for partners (why should they refer you?)
- Referral process (how do handoffs work?)
- Reciprocity plan (how do you refer back?)
- Enablement materials (what do partners need to identify opportunities?)
- Tracking and attribution
- Relationship maintenance cadence
Include outreach templates for initial partnership conversations.