Case Study: Building a Fully Automated Partnership Management System
The Challenge
A B2B growth-stage company wanted to scale through strategic partnerships but lacked structure.
Partnership sourcing was manual.
Outreach was inconsistent.
Deal tracking lived in spreadsheets.
KPIs were unclear and reporting was reactive.
The leadership team knew partnerships could become a major revenue channel but without infrastructure, growth would stall.
They needed a repeatable partnership acquisition and management system aligned to measurable KPIs.
What We Built
We designed and implemented a structured Partnership Management Program combining strategy, sourcing, and automation.
1️⃣ Partner Sourcing Infrastructure
We built automated sourcing workflows using enriched data pipelines to identify aligned partners based on industry, audience overlap, and revenue potential.
Prospects were automatically qualified and routed into segmented outreach campaigns.
2️⃣ Multi-Channel Outreach & Follow-Up
Using automation orchestration through Make, we created logic-based sequences that:
Triggered personalized outreach
Adjusted follow-ups based on engagement
Logged activity into CRM automatically
Assigned conversations to internal partnership leads
No spreadsheet tracking. No manual reminders.
3️⃣ KPI-Driven Deal Management
The client defined success metrics:
Meetings booked
Partnership agreements signed
Revenue generated per partner
Activation timeline
We automated:
Pipeline stage movement
Revenue attribution tracking
Weekly performance reporting
Executive dashboard summaries
Every KPI was tied directly to automated reporting.
The Outcome
Within 90 days:
Partner outreach volume increased 4x
Response rates improved through structured sequencing
100% of partner conversations were tracked automatically
Leadership gained real-time visibility into partnership pipeline value
Most importantly, partnerships transitioned from opportunistic networking to a predictable revenue channel.
Our Approach
We don’t just find partners.
We build the operational infrastructure that makes partnership growth scalable.
From sourcing logic to KPI dashboards, every step is automated, measurable, and aligned to revenue objectives.
Because without systems, partnerships stay informal.
With infrastructure, they become an engine.