The Partner Selection Checklist
Stop wasting time on partnerships that don’t convert. Use our battle-tested 8-criteria framework to identify, evaluate, and prioritize partners who actually drive revenue.
📋 Quick Assessment
6 Pillars of Partner Selection Excellence
Strategic Alignment Matrix
Evaluate how well a potential partner’s goals, market position, and growth trajectory align with your strategic objectives.
Market Overlap Analysis
Map shared customer segments, geographic coverage, and industry verticals to identify true collaboration potential.
Integration Assessment
Score technical compatibility, implementation complexity, and resource requirements for seamless ecosystem fit.
Revenue Potential Scoring
Quantify expected pipeline contribution, deal size impact, and time-to-value for data-driven prioritization.
Cultural Fit Evaluation
Assess partnership readiness, communication styles, and organizational values for long-term collaboration success.
Scalability Framework
Determine growth potential, resource scalability, and expansion opportunities within the partnership lifecycle.
8 Essential Evaluation Criteria
Each criterion comes with weighted scoring, red flags to watch for, and actionable recommendations based on your assessment.
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01
Strategic Fit Score
Goal alignment & vision compatibility
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02
Market Synergy Index
Customer overlap & segment analysis
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03
Technical Compatibility
Integration depth & API readiness
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04
Revenue Potential Matrix
Pipeline impact & deal influence
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05
Resource Requirements
Investment vs. expected ROI
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06
Cultural Alignment
Values, pace & communication style
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07
Competitive Dynamics
Exclusivity & conflict assessment
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08
Growth Trajectory
Scalability & expansion potential
Transform Your Partner Strategy
Save 40+ Hours Per Evaluation
Replace ad-hoc assessments with a systematic approach that cuts evaluation time while improving accuracy.
Reduce Bad Partnership Risk by 73%
Identify red flags early with structured criteria that surface issues before you invest resources.
Accelerate Revenue Impact
Focus on high-potential partners first using data-driven prioritization instead of gut instinct.
Get Your Free Partner Selection Checklist
Join 127+ partnership leaders using this framework to build high-performing partner ecosystems.
- Complete 8-criteria evaluation framework
- Weighted scoring templates in Excel
- Red flag identification guide
- Partner prioritization matrix
- Sample evaluation walkthrough
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Frequently Asked Questions
What’s included in the checklist?
You’ll receive a complete partner evaluation framework including 8 weighted criteria, scoring templates, a red flag identification guide, partner prioritization matrix, and a sample evaluation walkthrough with real examples.
Is this really free?
Yes, completely free. We believe in providing value upfront. The checklist is a standalone resource you can use immediately—no hidden upsells or required follow-ups.
What company stages is this for?
The framework scales from early-stage startups building their first partnerships to enterprise companies optimizing mature partner programs. We include stage-specific guidance throughout.
How is this different from other frameworks?
This framework is built from real partnership outcomes—not theory. We’ve refined these criteria based on 127+ partner programs and $840M+ in influenced revenue.
Can I customize the scoring weights?
Absolutely. The Excel templates are fully editable. We provide recommended weights based on your company stage, but you can adjust everything to match your specific priorities.
Do you offer implementation support?
The checklist is designed to be self-serve, but we offer strategy sessions for teams who want hands-on guidance implementing the framework. Book a free call to discuss your needs.
Ready to Find Better Partners?
Stop guessing which partnerships will work. Start using a proven framework that surfaces high-potential partners and filters out the noise.
Download Your Free Checklist →