Best Practices for a Successful Partnership
Make the most out of your partnership with Groupize by considering some of the Best Practices below!
- Designate a Groupize owner or SME (subject matter expert) who can be the go-to person within your organization.
- Document all customers and how Groupize may be a solution for them.
- Identify pilot customers to be among the first to receive a demo of Groupize.
- Add Groupize info, including the product listing and preferred partner logo, to your website.
- Distribute a Press Release to clients and top prospects.
- Host a thought leadership webinar series (2 to 3 dates works best).
- Survey your customers to better understand their needs with regard to a technology solution.
- Distribute savings calculators when appropriate.
- Include M&E-specific content in Agency communications for 90 days.
- Introduce an intro to Groupize in Client QBRs.
- Arrange a meet & greet between your team and the Groupize team.
- Develop a proposal or pricing for the product and service offering.
- Develop an implementation plan based on your agency's resources.
- Set company goals--how can leveraging a partnership with Groupize generate more revenue for you?
- Work with your Groupize Account Manager to set a cadence for monthly calls to review updates, roadmap, and business development opportunities.
- Follow & share Groupize's social media posts
- Be sure you're subscribed to our release notes and email blasts.