Projects

Project Overview

Projects are templated sets of steps that are used to track partners as they progress through various stages of a partnership journey. Each project is viewed as a kanban board where partners are moved from one stage to the next. The stages are a standardized set of steps that the Partnerhub recommends for each project. Each stage makes up a column of the given kanban board. 

SaaS teams can deploy any or all of the following projects. Each is described in further detail in the next section. 

• Co-marketing
• Co-selling
• Integrations
• Strategic Alliances 
• Agency onboarding

Each project has its own unique stages in addition to the following three columns:

• Request sent: this is the first column of each project's kanban board; use this column to add current partners to the project. When a partner is added, an email is sent to the partner notifying their team that you have added them to the given project
• Not a fit: move a partner to this column if you learn that they are not a fit for the given project
• Stale: move a partner to this column if the partner is no longer progressing through the stages of the give project  

Co-marketing

Deploy the Co-marketing project to track partners that you are partnering with to promote one another's product or service. Both agencies and other SaaS companies can be added to the co-marketing project to track across the following stages. This project is internal to your team only; the partner does not see what stage they are in. 

• Request sent*
• Not a fit
• Reached out with an idea
• Campaign idea formalized / approved*
• Pitched account mapping
• Mapped accounts
• Campaign is live*
• Everyone has shared on social
• Booked follow-up
• Into a co-selling motion
• Stale

*the partner is notified when they are added to any stage with an asterisk next to the title*

Co-selling

Deploy the Co-selling project to track partners that you partnering with to sell each other's product or services. Both agencies and other SaaS companies can be added to the co-selling project to track across the following stages. This project is internal to your team only; the partner does not see what stage they are in. 

• Request sent*
• Not a fit
• Invited to map accounts*
• Scheduled a call to review*
• Began intros to overlapping audiences*
• Create a piece of content together*
• Share one-pager with their sales team*
• Partners on repeating co-selling calls
• Stale

*the partner is notified when they are added to any stage with an asterisk next to the title*

Integrations

Deploy the Integrations project to track partners that you are entering into an integrations partnership with. Only other SaaS companies can be added to the Integrations project to track across the following stages. This is a shared project; when you move a partner to another stage the partner can see that update reflected on their Integrations project. 

• Request sent*
• Not a fit
• Meetings scheduled*
• Specifications
• Development committed*
• QA*
• Pre-launch planning call*
• Launch*
• Post-launch activities
• Stale

*the partner is notified when they are added to any stage with an asterisk next to the title*

Strategic Alliances 

Deploy the Strategic Alliance project to track partners that you are entering into a strategic alliance with. Both agencies and other SaaS companies can be added to the Strategic Alliance project to track across the stages below. This is a shared project; when you move a partner to another stage the partner can see that update reflected on their Strategic Alliances project. 

• Request sent 
• Not a fit
• Meetings scheduled*
• Plan created
• Co-marketing committed*
• Account mapping invites*
• Warm intros*
• Pre-launch meeting
• Campaigns live*
• Post-launch activities
• Stale

*the partner is notified when they are added to any stage with an asterisk next to the title*

Deploying Projects

To take advantage of any of the projects described above, you or a member of your team must deploy the project. To do so, follow the steps below:

1. Navigate to the Projects page from the left side navigation
2. Click New
3. Click on the title of the project you want to deploy

Adding Partners to a Project

When adding a partner to a project, Partnerhub sends out a notification to partner to inform them that you added their team to a given project. Projects operate independently so if a partner needs tracking in multiple projects, add the partner each project. 

To add a partner to a project:

1. Navigate to the project
2. Click Add Partner in the Request Sent column of the kanban board
3. Select the partner from the dropdown menu of partners