1. Partner Ranking and Campaign Matrix
Productivity
1. Proactive 2. Reactive 3. Minimal 4. Dark
Monthly meetings Monthly meeting/call Bi-monthly call Quarterly call
Joint pipeline Gist Gist Gist
1. Elite Gist Twitter Twitter Twitter
Twitter
Bi-monthly meetings Monthly calls Quarterly call Quarterly call
Joint pipeline Gist Gist
2. Good Gist Twitter
Importance
Twitter
Quarterly meetings Quarterly call Email only Email only
Gist
3. Occasional
Email only Email only Email only Email only
4. Minimal
All partners get periodic curated content email
All partners eligible for one-off, contextual emails
Manage Twitter & Linkedin updates via HootSuite
Daily "New & Notable" emails from Gist
Legend
Importance (quality of network/introductions)
1. Elite channel to target prospects
2. Good/average channel to target prospects
3. Occasional match with target prospects
4. Minimal match with target prospects
Productivity (quantity/regularity of network/introductions)
1. Proactive, proven regular communication and introductions
2. Reactive, responds when asked, handful of introductions
3. Minimal production and/or minimally successful lead conversion
4. Dark