Management Rock: Create strategic partner nurture process

What are Marketing Rocks?

If you’re running on EOS^® (Entrepreneurial Operating System) you know how to use Rocks for your Quarterly meetings. We’re big fans of EOS^® and are frequently asked for ideas on what marketing Rocks would look like.

This Rock is ready for you to copy, paste, and adjust as needed.

We hope this saves you time and keeps you focused on your marketing foundations.

Marketing Management Rock: Create strategic partner nurture process

Strategic partners are incredibly valuable. They provide qualified leads with shorter sales cycles because the lead came from a trusted partner.

However valuable, we too often see a lack of process around the partner relationships. If the primary contact leaves you have to start all over.

For this Rock, you’ll build out touchpoints to nurture the relationship beyond the primary contact. This keeps the relationship strong and keeps you top of mind.

Feel free to cut, paste, adjust, and use for your next Quarterly Rocks:

Rock: Create strategic partner nurture process

V – Vision: As you review your strategic partners, decide which ones align with your vision and which ones aren’t quite a fit anymore. As you move towards your vision are you going to need new strategic partners?

S – Specific: Define the scope of your process. Will it include in-person meetings and touchpoints? Is it all digital? Will you include mailers? What about event invitations or holiday cards? There are a lot of ways to build in natural relationship touchpoints.

M – Measurable: Track your touchpoints to make sure they are implemented. Any project management tool will be able to help you manage these relationships. You can also track if your referral numbers increase as well as total revenue from referral partners.

A – Attainable: This is ideal if you have a project management tool or CRM that will allow you to add task reminders easily for each referral partner to ensure the touchpoints are executed. You can start simple with a spreadsheet or calendar if necessary.

R – Realistic: Keep your process simple at first and focus on setting up your systems to stay on top of the relationships. 

T – Timely: You can start implementing your new process immediately. Be sure to add the process steps to new strategic partners too!