To find a new tech partner, navigate to the New Partnership project. The New Partnerships project is the primary kanban board where your teams can find new partners and can progress partners through pre-curated steps that end in the final step of “reached trusted/expert/certified status.”
View partners in the Backlog column (first column) of the kanban board. The backlog column lists all potential tech partners that match your vertical (i.e eCommerce and Consumer Brands).
Click on their profile to learn more about their partner program and their product.
Once you have made a decision to request a partnership with the tech company, click Pass, Deploy or Snooze.
- Deploy: if you deploy a potential partner, the profile moves to the Vetting column and triggers a notification to the SaaS partner that you have deployed their profile. The SaaS partner then gets the opportunity to review your agency profile and approve or deny the partnership -- you will receive a notification with their response
- Pass: if you pass on a potential partner, the profile moves to the Not a Fit column and you are asked to provide a reason for passing on the partnership opportunity.
- Snooze: snoozing removes the profile from your New Partnerships backlog for a temporary period of time.
You can also drag the partner's profile card from the backlog to the Vetting or Not a Fit columns.
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