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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

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Partner ranking and campaign matrix

  • 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