Partnership Inquiry Form Template
Identify and evaluate strategic partnership opportunities with a comprehensive inquiry form designed for business development teams.
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What is a Partnership Inquiry Form?
A partnership inquiry form is a strategic business development tool that helps companies identify and evaluate potential collaborative opportunities. It collects information about a prospect's business, interests, and alignment with your partnership criteria.
Effective partnership forms go beyond basic contact details. They capture industry fit, partnership type preferences, company structure, and business goals to help your team quickly assess compatibility before investing time in exploratory conversations.
Strategic partnerships can unlock growth, expand market reach, and create new revenue streams. A well-designed inquiry form makes it easy for potential partners to express interest while giving your team the data needed for quick evaluation.
Key Features
Partnership Type Matching
Identify if prospects want reseller, affiliate, integration, or joint venture partnerships
Company Profile Collection
Gather industry, size, and geographic information for fit analysis
Market Alignment Assessment
Document target markets and customer segments to find synergy
Business Goals Tracking
Understand partnership motivations and success metrics
Timeline Alignment
Identify urgency and readiness to move forward quickly
Automated Lead Routing
Route partnership inquiries to business development team (Pro)
Why Use This Template?
Filter Unqualified Partners
Assess fit quickly before investing in partnership negotiations
Accelerate Deal Velocity
Pre-qualified information reduces discovery calls and speeds partnerships
Identify Synergies
Structured data helps surface complementary businesses and markets
Build Strategic Network
Continuous stream of partnership opportunities expands your network
What's Included in This Template
Company Name
textLegal business name for partnership identification
Industry
selectDetermines market fit and potential synergies
Partnership Type Interest
checkboxShows what types of partnerships they seek (reseller, affiliate, integration, etc.)
Company Size
selectIndicates scale and potential opportunity size
Key Services/Products
textareaClarifies their offerings and potential complementarity
Target Market
textareaIdentifies customer overlap and expansion opportunities
Partnership Goals
textareaReveals motivations and success metrics
Timeline
selectIndicates urgency and readiness to move forward
Perfect For
SaaS & Technology
Find integration partners, resellers, and complementary software companies
Consulting & Services
Identify referral partners and agencies for joint client delivery
E-commerce & Retail
Attract distribution partners and strategic business alliances
B2B Manufacturing
Find component suppliers, OEM partners, and distribution channels
Frequently Asked Questions
How should I evaluate partnership fit?
Look for alignment on: target customers, growth rates, values/culture, revenue models, and strategic direction. Complementary strengths matter more than similar businesses.
What types of partnerships should we consider?
Common types include: reseller/referral partnerships, integrations, joint ventures, white-label relationships, co-marketing, and affiliate programs. Tailor your inquiry form to your partnership strategy.
How do I follow up with partnership inquiries?
Categorize inquiries by fit level. Reach out to high-fit partners within 48 hours for exploratory calls. Set expectations and timelines for the partnership evaluation process.
Should I require NDA before discussing partnerships?
It depends on confidentiality sensitivity. For early-stage discussions, an NDA may slow momentum. Consider requiring it only for detailed product/strategy discussions.
How do I track partnership pipeline?
Export inquiries to your CRM and establish stages: inquiry, qualified, in discussion, in negotiation, and signed. Track progress toward partnership agreements.
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