Partners
Partner Network Development guides you across four tabs — Plan, Search, Reach Out, and Follow Up — from "who to partner with" to "following up."
Overview
Your industry profile suggests partner types; Google Places finds local businesses; outreach templates and a follow-up tracker move deals forward.
Tabs in detail
Plan
- Partner-type cards: title + icon, Priority badge (Very High→Low), "Why Partner?", "Partnership Idea", expected ROI, Difficulty, and search-term tags.
- Click a card to auto-fill the Search tab with that type.
Search
- Partner type (from Plan or custom keywords), Location (or Get Location), Radius (miles), Search Now.
- Result business cards: name, type, address, phone, website, rating; Save to the reach-out list (shows already-saved).
Reach Out
- Saved partners with editable email; Status dropdown (Prospect → Contacted → Responded → Active Partner → Inactive).
- Industry email templates with placeholders; Generate Email opens a pre-filled mailto and marks the partner Contacted.
Follow Up
- Filters: Status, Priority, search; table of partners (status, priority, last contact, next follow-up — overdue highlighted).
- Edit dialog: name, type, contact, notes, priority, status, next follow-up date.
Step by step: find and save partners
- On Plan, click a high-priority partner type.
- On Search, set location and radius, then Search Now.
- Save promising businesses.
- Use Reach Out to message them, then Follow Up to track status.
Tips & best practices
- Start with Very High priority types for the best ROI.
- Save 3–5 candidates per type before reaching out.
- Personalize each message; set a weekly reminder to update Follow Up.
Troubleshooting
| Issue | Fix |
|---|---|
| No partner types in Plan | Your industry profile has none configured — update it in Settings |
| No search results | Check location, select a type/keywords, and widen the radius |
| Location detection fails | Allow browser geolocation or enter your city manually |
What's next
- Find local events to co-host: Growth → Local Vibes
- Reward partners' referrals: Growth → Loyalty Program
- Manage partner contacts: Growth → Customers