The document outlines strategies for activating joint venture partnerships, focusing on partner engagement through shared investments, technical expertise, and new market penetration. It details steps for creating a partnership memorandum, fostering collaboration, and utilizing a progressive partner track to secure agency buy-in. Additionally, it emphasizes the importance of appealing to different agency personas and providing incentives to partners through exposure and resources.

1. AGENCY
ACTIVATION
STRATEGIES
SECTION
1
SECTION
2
SECTION
3
Collective.partnerprograms.io/
ACTIVATING
Joint venture partnerships
Partner track buy-in (by agency size)
Incentives to commit to the end tier
Partner Memorandum
SOFTWARE
Community
LMS
Data
Projects
RESOURCES
Partner Track template
List of resources to help the agency
Miro board for communication
Joint venture infographic

2. Partner Activation
Concepts and strategies to get buy-in from partners and keep
them engaged in the program.
1

3. CONCEPT:
JOINT
VENTURES
1. Shared investment
2. Shared expenses
3. Technical expertise
4. New market penetration
5. New revenue streams
6. Intellectual property
7. Synergy
8. Credibility
9. Barriers to competition
10. Improved economies of scale
10 ASPECTS OF JOINT VENTURES YOU
CAN USE TO SELL YOUR PARTNERSHIP.
Read the article on Joint Ventures.

4. Read the article on Joint
Ventures.
We'll share a link.
JOINT
VENTURES
HOW TO RUN PARTNERSHIPS
LIKE JOINT VENTURES
01
Meet.
Setup a time with your partners to
run this exercise.
02
Partnership Memorandum
Create a timeline with what your
agency is going to do, when, how...
03
Commit
Allow your partner to fill out the
same thing right next to that timeline
so they can visually match it.
04
Signatures
Then, you both sign it.
05
Gantt
Next, you take that gantt-
style timeline into you
Project Management
solution.
06
Collaborate
Finally, invite your partner
to the board so they are
clear where you are at
and what's happening.
07

5. PARTNER TRACK
Do you have a progressive
partner track to put new
agencies on?
Is the end of that track worth
getting to?
Are you gaining their verbal
commitment and setting
goals with clear dates?
Are you holding them
accountable to get through
the track?
Questions to discuss:
1.
2.
3.
4.

6. Tim, Loop Club
High-growth Shopify agency
looking to create courses to
build his brand and partnerships.
Gray, Zenpilot
Sells to other agencies, "Power
Partner" - his entire agency is
built on one partnership.
Ashley, Hawke Media
Does not refer software to
clients or strategize services.
She works partners into their
marketing in numerous ways.
APPEALING
TO DIFFERENT
AGENCY
PERSONAS
Remember who you are talking to / approaching
when you are in conversation so you can structure
your presentation / incentives / offer to that persona.
Connor, Aptitude 8
<20 employee B2B HubSpot
implementation expert agency
doubling down on RevOps.

7. INCENTIVES TO GAIN COMMITMENT
"Make them famous."
It's your job to make sure your
partners are in the spotlight;
Directory, blog, on
templates/themes/case studies...
And of course, not until they finish
onboarding and training.
REPEATING
These are repeating so you are able
to use them as carrots for every
new partner as they onboard, any
time.
Repeating showcase articles,
webinars, co-marketing and training
round tables...
In order to participate in these
repeating events and articles, you have
to meet minimum requirements:
Onboard fully,
Getting one new account set up,
Taking training modules...
EXCLUSIVE EYEBALLS

8. PARTNER
MEMORANDUM
This is a part of Partner onboarding top tech and
agencies use to ensure both teams are not only
aligned, but have documented what each are
expected to do, when and why.

9. The enablement tech stack
Platforms and solutions too consider for tracking, training
and enablement of your tech partners.
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10. PROGRESSION
OF THE
PARTNER
ENABLEMENT
STACK
LMS, Community and data tools -
the progression.

11. Full
Everything you need - events, training
center, messaging, groups, social
feed...
01
Lightweight
Easier to manage and works in
agencies current workflow.
02
To consider
Other options that may be worth
considering.
03
RECOMMENDED
COMMUNITY
PLATFORMS
Progress from chat groups to a
community, finally to a community with
training and events.

12. PROJECTS Gantt-style - create a resource for your
partners to use to run it as a project.
STEP 1 - LIST STEPS / TIMELINE
01
02
03
One with a frontend view for those with the
URL - Airtable, ClickUp, Teamwork, Monday...
STEP 2 - FIND A PM SOLUTION
Load all of the partners as tiles/tasks to the
appropriate stage of the program they are in.
STEP 3 - LOAD STEPS AND PARTNERS

13. Resources
Screenshare and actual share of the resources we suggest
using to build out your partner activation strategy.
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14. THANK YOU
I hope you got something out of this!
Email Address
alex@partnerprograms.io
Resources
partnerprograms.io/tech-resources