1.

Sales Organization

• Provide an organization chart for the sales and client success teams with email and phone contact information.

2.

Partner Training

• Schedule on-line training to provide a high level overview of Achilles’ services with Partner’s management, salespeople and client success team. Emphasize the goal is to “introduce” not “sell” Achilles.

3.

Create co-branded Flyer and co-branded Website Page

• Provide Achilles with an EPS format logo and contact information (address, email and phone number) for an electronic co-branded flyer. A co-branded website page can also be created.

4.

Partner’s Website

• Possibly add a description of Achilles’ services to Partner’s website.

5.

Partner Webinar

• Schedule a webinar for Partner’s clients and prospects to introduce an overview of Achilles’ Supplier Risk Assessment Programs.

6.

First Referrals

• Identify 5 existing clients we can approach together within the first 60 days.

7.

Monthly Status Calls

• Schedule monthly status calls for the first 12 months.

8.

Partner Conference (if applicable)

• Determine most effective way to promote partnership during conference (i.e. speaking, break-out sessions, sponsorships and other marketing opportunities).

9.

Additional Discussion Points

• A Lead becomes a referral after the Discovery call
• White Papers
• Salesperson’s page for their deck
• What is salesperson’s commission?