Partnerships

Warm introduction (asking first)

Offers to introduce someone to a contact and asks before sharing anything, so both people opt in to the introduction.

Subject: Would you like an introduction to [contact name]?

Partnership proposal

Proposes a partnership in a short letter: the idea in one line, what each side gains and a small first step.

Subject: A partnership idea for [recipient company] and [company name]

Partnership follow-up

Follows a partnership conversation with what was agreed, a draft outline to edit and one suggested next step.

Subject: After our conversation about working together

Vendor onboarding

Sets up a new supplier: the purchase order, who to contact, where invoices go and the details you need from them.

Subject: Setting up [recipient company] as a supplier

Partnership agreement signed

Marks a signed partnership agreement: thanks the partner, links to the signed copy, names their partner manager and sets out the first steps.

Subject: Partnership agreement signed with [recipient company]

Reseller onboarding

Sets up a new reseller: their reseller ID, their partner manager, when they can start selling, the first steps and a link to the partner portal.

Subject: Getting [recipient company] set up to resell [product name]

Co-marketing proposal

Suggests a joint campaign to an existing partner in a short letter: the idea, who it’s for, what each side would bring and a one-page outline.

Subject: A joint campaign idea for [recipient company]

Partner quarterly review

Invites a partner to a quarterly review at a suggested time, with a report to read beforehand and the topics you’d like to cover.

Subject: Our [review period] partnership review

Partnership termination notice

Gives a partner notice that a partnership agreement is ending: the clause, the end date, what happens to shared work and a link to the formal notice. Review with HR/legal before sending; send individually.

Subject: Notice to end our partnership with [recipient company]

Research collaboration proposal

Proposes joint research to another group in a short personal note: the research question, why their work fits, what each side could bring, a possible funding route and a first conversation.

Subject: A possible collaboration on [research topic]

Startup pilot proposal to a corporate

Proposes a time-boxed pilot from a startup to a larger organisation: the problem it tests, the success criteria, how long it runs, what you need from their team and the commercial basis.

Subject: A pilot proposal for [recipient company]

Inactive partner check-in

Checks in with a partner that signed up but has had no deals, referrals or portal activity for a while: what usually helps partners get going, and a short call to agree whether and how to continue.

Subject: Checking in on our partnership, [first name]

Partner programme application declined

Tells an organisation that applied to join your partner programme that it has not been accepted: the decision and the criteria behind it, any other way to work together and when it could apply again.

Subject: Your application to the [programme name]

Partner brand usage correction request

Asks a partner to correct how they use your name, logo or partner status, such as an old logo, a tier they don’t hold or an unapproved claim: what to change, the current guidelines and the date.

Subject: Updating how our brand appears on [partner asset]

Partner enablement session invitation

Invites partner staff to an enablement or certification session: who should attend, what they will learn, what it counts towards in the programme, seats per partner and how to register.

Subject: Partner enablement: [session name]

Partner newsletter

A regular bulletin for partner contacts: programme news, enablement dates, product updates and a partner spotlight, with links to the portal. Send it as a campaign; it ends with an unsubscribe link.

Subject: Partner update: [newsletter headline]

Partner onboarding checklist

Tracks a new partner’s onboarding on both sides: what is done, what is still needed from them and by when, what you still owe them and where to finish each item in the portal. Resend it as a progress update.

Subject: Onboarding for [recipient company]: what’s still needed

Partner programme change notice

Gives every partner notice of changes to the partner programme: what changes and from when, what stays the same, anything they need to do and a link to the full updated terms.

Subject: Partner programme changes from [effective date]

Partner referral fee confirmation

Confirms a referral fee a partner has earned for a client who signed: the client, the amount and how it was worked out under the agreement, when it is paid and anything you need first, such as an invoice.

Subject: Your referral fee for [referred company]

Partner tier downgrade

Tells a partner, after a tier review, that they will move to a lower tier: the criteria not met, which benefits change and when, how to regain the tier and how to query the decision.

Subject: Your partner tier from [effective date]

Partner tier upgrade

Tells a partner they have moved up a programme tier: the new tier and when it takes effect, what they achieved to earn it, their new benefits and the badge files to use.

Subject: [recipient company] has moved up to [new tier]

Franchisee onboarding welcome

Welcomes a new franchisee once the agreement is signed: their business consultant, when initial training starts, access to the operations manual and the plan up to opening day.

Subject: Welcome to the [company name] franchise network

Co-selling account mapping request

Asks a partner to map shared accounts by an agreed, limited method before a co-selling planning call: what to share, what never to share, the clause that covers it and the date.

Subject: Mapping our shared accounts with [recipient company]

Joint marketing plan for sign-off

Asks a partner to sign off the joint marketing plan you built together: the activities, owners and dates, what each side funds and the date to approve it or send changes.

Subject: Our [plan period] joint marketing plan, ready for sign-off

Partner introduction to a client

Introduces a partner to a client whose work they will join, saying who does what and any commercial tie between you, once the client has agreed.

Subject: Introducing [partner company] for [project name]

Partner event participation invitation

Invites an existing partner to take part in an event with you, such as a shared stand, a joint session or a demo slot: the options, what taking part involves, how costs are shared and when to reply.

Subject: Joining us at [event name]?

Partner business review summary

Records a business review with a partner, reseller or franchisee after it happens: the period, the scorecard, what went well, the agreed actions with owners and dates, and the next review.

Subject: Summary and actions from our [review period] review

Partnership renewal invitation

Invites a partner to renew the partnership agreement before it ends: the end date, what the term achieved, the changes you propose for the next term and the date you need a reply by.

Subject: Renewing our partnership with [recipient company]