From objective to signed agreement
Partnex supports every step of partnership development, from building the strategy to keeping each deal moving after the first reply.
1Strategy
Turn your objective into a partnership strategy
Tell Partnex what you want to achieve, whether it’s entering a new market, building a sales channel or adding a capability. Partnex works out which partnerships will get you there and organises them into workstreams, each one a pillar of your objective.
- The right mix of kinds of partnership, from referral and reseller channels to technology integrations and co-development
- For each workstream, the partner profile, what both sides gain and how success is measured
- A recommended first wave, so your team starts where the impact is greatest
Objective
Win 40 shippers in Germany, Austria and Switzerland within 12 months
- Regional carriersData
Live tracking on every corridor shippers use
- Transport management systemsTechnology
Bookings arrive without manual re-entry
- Customs brokersReferral
Introductions to shippers crossing the Swiss border
2Prospects
Find the companies that fit
For each workstream, Partnex identifies the companies best placed to partner with you, ranks them by fit and explains its reasoning. It also finds the people you should speak to.
- A fit score and written reasoning for every company
- Contact details from established data providers
- Recent company news to open the conversation
- Runs 40 depots along the corridors your shippers use
- Announced a new customer portal this spring
- No tracking partner in place yet
3Outreach
Open the right conversations
Partnex drafts a tailored email, call script and pitch deck for each contact, built around what the partnership offers them.
Most markets have only a handful of partners worth pursuing, and a poorly judged first message can close the door for good. That’s why your partner manager reviews every draft and sends it from their own inbox.
- A value proposition that shows what both sides gain
- Messages tailored to each person and company
- Every message reviewed and sent by your team
Live tracking for your new customer portal
Hi Mara,
Congratulations on the new portal. Your shippers will expect live arrival times on every corridor, and we already track 300 carriers across the region.
Could we show you how Halden could offer this under its own brand, with a share of every subscription?
4Negotiation
Negotiate with confidence
Partnex drafts the term sheet and agreement based on your objectives. When the partner returns a marked-up version, it explains each change and how it affects you, so you can decide what to accept, reject or counter.
- Changes made without track changes are flagged too
- Your responses go back as tracked changes, with every version kept
- Internal negotiation notes stay out of shared documents
Invoices are payable within 30 90 days of receipt.
Changed by Halden Freight, legal
5Follow-through
Keep every deal moving
Forward a partner’s reply to Partnex with a short note on how you’d like to respond. Partnex proposes the next steps, such as updating the term sheet and drafting your reply, and carries them out once you approve.
- One approval for every step in the plan
- Reminders when a reply is waiting or a deal goes quiet
- A pipeline that updates as deals progress
- Review their marked-up term sheetAccept volume tiers, counter payment terms
- Update the term sheetYour changes as tracked changes
- Draft the reply to Mara OkaforUpdated term sheet attached
Designed for partnership teams
Everyone works from the same objectives, prospects and history, so any colleague can pick up a deal. Team features are part of the Enterprise plan.
One shared pipeline
Every prospect, owner and stage in one place, updated as deals progress.
Shared objectives
Invite colleagues to view or edit an objective and everything beneath it.
Clear ownership
Assign each prospect to a team member, who gets a reminder when it’s their move.
Team notes
Discuss a prospect and mention colleagues. Notes stay inside your team.
Complete history
Every exchange and every document version in one place.
One company profile
Every proposal starts from the same description of your company.
Trust and data protection
Partnerships involve confidential plans and terms. Partnex is built to keep your team in charge of both.
You stay in control
Nothing reaches a partner until someone on your team sends it.
Research you can verify
Findings come with links to their sources.
Contact data from established providers
Contact details come from recognised data providers or from your own team.
Data processing agreement
Every account is covered by our data processing agreement.
Export at any time
Download all of your data, documents included, whenever you need it.
A Swiss company
Partnex is developed by Teyo Labs in Switzerland. See our privacy policy and subprocessors.
See it on your own company.
Get a free assessment of your partnerships against your competitors’, with the first new one already started: the partner named and the first email written.