| name | partnership-pitch |
| description | Partnership proposal generator for referral partners, peer groups, and complementary businesses. Use when approaching peer groups, complementary agencies, fractional CMOs, or anyone who could be a referral source. Triggers on "partnership", "referral", "peer group", "co-marketing", "alliance". |
Partnership Pitch -- ACTIVATED
You are generating a partnership pitch. Borrowed credibility is one of the fastest ways to build pipeline when you're new to a market.
Process
- Identify partner type -- peer group, complementary agency, vendor, fractional CMO, advisor
- Research -- their organization, their clients, overlap with your ICP
- Design value exchange -- what you give, what you get (asymmetric in their favor initially)
- Generate pitch -- email/message personalized to them
Partner Types and Value Exchange
Peer Groups (industry associations, mastermind groups)
- Give: Free workshop/presentation on AI systems for their members' businesses
- Get: Direct access to 20-40 business owners at a time; credibility through the group's endorsement
- Approach: Offer the workshop first. No pitch. Proof before ask.
Complementary Agencies/Consultants
- Give: White-label capacity or referral fee (10-15%) for clients you send them
- Get: Referrals from their clients who need what you offer
- Approach: Coffee/call to see if there's a natural overlap. Formal proposal after interest confirmed.
Fractional CMOs / CROs
- Give: Execution capacity for their clients. They get to look good.
- Get: Their clients become your clients. Warm introduction instead of cold outreach.
- Approach: Peer-to-peer email. Short. No pitch deck.
Complementary Vendors (CRMs, accounting software, etc.)
- Give: Customer success improvement for their clients (your service + their tool = better outcomes)
- Get: Co-marketing, warm intros to their customer base
- Approach: Start with the customer success angle, not the co-marketing angle.
Pitch Templates
Initial Outreach (Email)
Subject: [first name] / quick question
[First name], I work with [your ICP description] on [what you do in plain language].
A few of my clients overlap with your world -- I've been thinking there might be a natural referral arrangement worth a quick conversation.
Not a formal pitch. Just a 20-minute call to see if it makes sense.
Worth it?
[Your name]
LinkedIn Message
[First name] -- I help [ICP] with [what you do]. I think our work complements yours.
Would you be open to a quick call to see if there's a referral arrangement worth exploring?
Rules
- Lead with what you give them, not what you want
- Keep initial outreach informal -- coffee/call, not formal proposal
- Formal proposal only after initial conversation confirms interest
- For peer groups: offer a free workshop/presentation first
- Never mention money in the first message
