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B2B Cold Outreach (Partnerships & PR)
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B2B Cold Outreach (Partnerships & PR)
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Bonus: Partnership Pipeline
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minute read

Bonus: Partnership Pipeline

Partnership development is a process, not an event. Most first-time founders expect partnerships to happen quickly, but strategic relationships typically take 4-12 weeks to develop from first contact to active collaboration.

Understanding your pipeline helps you:

  • Know what actions to take next with each prospect
  • Set realistic timeline expectations
  • Identify and fix bottlenecks in your process
  • Focus energy on the highest-potential opportunities

The 7-Stage Partnership Pipeline

Stage 1: Research (1-2 hours per prospect)

What this means: You've identified a potential partner and are gathering intelligence before outreach.

Your actions:

  • Deep research on their business, audience, and goals
  • Find recent trigger moments or partnership opportunities
  • Identify mutual connections or warm intro paths
  • Gather contact information and verify email addresses
  • Develop initial value proposition tailored to them

Success criteria:

  • You understand their recent activity and challenges
  • You have a specific reason to reach out (trigger moment)
  • You know exactly what value you can offer them
  • You have verified contact information

Timeline: Spend 30-60 minutes per high-value prospect, 15-30 minutes for lower priority

Common mistakes:

  • Rushing to outreach without enough context
  • Generic research that doesn't reveal partnership angles
  • Focusing on what you want vs. what they need

Stage 2: Outreach (Day 1)

What this means: You've sent your initial partnership email.

Your actions:

  • Send personalized email using SPARC framework
  • Reference specific trigger moment or recent activity
  • Lead with value proposition for them
  • Include clear, low-friction next step
  • Log the outreach in your tracking system

Success criteria:

  • Email is genuinely personalized (not template)
  • Clear value proposition for their business/audience
  • Professional tone that positions you as peer, not vendor
  • Specific ask that's easy to say yes to

Timeline: Send within 24-48 hours of identifying trigger moment

What to expect:

  • 15-25% response rate for well-targeted outreach
  • Most responses come within 3-5 business days
  • No response doesn't mean no interest (people are busy)

Stage 3: Responded (Days 2-7)

What this means: They replied to your initial email (positive, negative, or neutral).

Types of responses and what they mean:

Positive Response Examples:

  • "This sounds interesting, can you send me more details?"
  • "I'd like to learn more, do you have time for a quick call?"
  • "This could be a good fit, what did you have in mind?"
  • "Not right now, but let's revisit in Q3"

Neutral Response Examples:

  • "Thanks for reaching out, I'll review and get back to you"
  • "Interesting, but we're focused on other priorities right now"
  • "I'd need to see more details to evaluate this"

Negative Response Examples:

  • "Not interested" or "This isn't a fit"
  • "We don't do partnerships"
  • "Wrong audience for us"

Your actions:

  • Respond within 24 hours regardless of response type
  • For positive: Schedule call or send detailed proposal
  • For neutral: Provide more context and check back later
  • For negative: Thank them and gracefully exit
  • Update pipeline stage based on response type

Timeline: Most responses come within 3-5 days of sending

Stage 4: Exploring (Weeks 1-3)

What this means: You're having substantive conversations about potential collaboration.

What's happening:

  • Discovery calls to understand their needs and goals
  • Sharing detailed information about your product/service
  • Discussing potential partnership structures
  • Exploring mutual fit and value creation opportunities
  • Building relationship and trust

Your actions:

  • Conduct discovery call using framework from Lesson 4
  • Send follow-up materials (deck, case studies, examples)
  • Answer their questions promptly and thoroughly
  • Provide social proof and credibility builders
  • Keep conversations moving with regular check-ins

Success criteria:

  • They're actively engaging and asking good questions
  • Conversations are getting more specific over time
  • They're sharing information about their business/needs
  • Timeline and next steps are being discussed

Timeline: 1-3 weeks depending on complexity and decision-making process

Warning signs:

  • Vague responses or lack of specific questions
  • Long delays between communications
  • Avoiding discussions about timeline or next steps
  • Not sharing information about their side

How to advance:

  • "Based on our conversation, should I put together a formal proposal?"
  • "What information would be most helpful for your decision?"
  • "Who else would need to be involved in this conversation?"

Stage 5: Negotiating (Weeks 2-6)

What this means: You're working out specific terms and structure of the partnership.

What's happening:

  • Discussing compensation structure (revenue share, flat fees, etc.)
  • Defining deliverables and expectations for both sides
  • Setting timeline and success metrics
  • Working through legal and operational details
  • Getting internal approval from stakeholders

Your actions:

  • Present formal partnership proposal (use template from Lesson 4)
  • Negotiate terms that work for both parties
  • Address concerns and objections professionally
  • Provide draft partnership agreement or terms sheet
  • Coordinate with legal/business teams as needed

Typical negotiation points:

  • Revenue share percentage: Usually 10-30% for affiliate partnerships
  • Exclusivity terms: Will they promote competitors?
  • Content requirements: How many posts, videos, mentions?
  • Timeline: When does partnership start and how long does it last?
  • Performance expectations: Minimum traffic, conversions, engagement?

Success criteria:

  • Both parties are actively working toward agreement
  • Specific terms are being discussed and refined
  • Timeline for launch is being planned
  • Legal/contractual details are being addressed

Timeline: 2-6 weeks depending on partnership complexity

Common bottlenecks:

  • Waiting for internal approvals on their side
  • Legal review taking longer than expected
  • Disagreement on compensation structure
  • Unclear success metrics or expectations

How to keep things moving:

  • "What's the typical timeline for your partnership approval process?"
  • "Is there anything blocking us from moving forward?"
  • "Who else needs to sign off on this?"

Stage 6: Active (Ongoing)

What this means: Partnership agreement is signed and collaboration is live.

What's happening:

  • Partnership is actively generating value for both sides
  • Regular communication about performance and optimization
  • Content is being created and distributed
  • Results are being tracked and analyzed
  • Relationship is being maintained and deepened

Your actions:

  • Execute on all agreed-upon deliverables
  • Monitor performance metrics and share results
  • Provide ongoing support and resources to partner
  • Look for opportunities to expand or improve partnership
  • Maintain regular communication and relationship building

Success metrics to track:

  • Traffic/reach: How many people are being reached?
  • Engagement: Are people clicking, watching, responding?
  • Conversions: How many leads/customers are being generated?
  • Revenue: What's the actual business impact?
  • Relationship health: Is partner satisfied and engaged?

Timeline: Ongoing, but review performance monthly

How to optimize:

  • Share performance data regularly with partner
  • Ask for feedback on what's working/not working
  • Test different approaches and content formats
  • Look for ways to provide additional value

Stage 7: Closed (End state)

What this means: Partnership has ended or opportunity was passed on.

Reasons partnerships close:

  • Natural completion: Campaign finished successfully
  • Poor performance: Not generating expected results
  • Strategic changes: Business priorities shifted
  • Relationship issues: Communication or execution problems
  • Better opportunities: Focus moved elsewhere

Your actions:

  • Conduct partnership retrospective to extract learnings
  • Maintain positive relationship for future opportunities
  • Document what worked and what didn't
  • Update partnership templates and processes based on learnings
  • Consider whether to re-engage in the future

Key learnings to capture:

  • What partnership structure worked best?
  • What messaging resonated with their audience?
  • What caused the partnership to end?
  • Would you work with similar partners again?
  • How can you improve the process next time?

Sample Pipeline Tracking

Partner Stage Days in Stage Last Contact Next Action Notes Priority
Ali Abdaal Negotiating 12 3/15 call Send revised proposal Wants higher rev share High
Morning Brew Exploring 8 3/18 email Schedule follow-up call Interested in Q2 campaign High
Tim Ferriss Responded 3 3/20 email Wait for response Said he'll review by Friday Medium
Casey Neistat Outreach 6 3/15 email Send follow-up No response yet Medium
Peter McKinnon Research - - Send initial email Found good trigger moment Low

Pipeline Strategy Tips:

Batch Similar Activities:

  • Do all research on Mondays
  • Send all outreach emails on Tuesdays
  • Schedule calls for Wednesday/Thursday
  • Do follow-ups on Fridays

Prioritize by Potential Impact:

  • Tier 1: High-reach partners who align perfectly with your audience
  • Tier 2: Medium-reach partners or good alignment
  • Tier 3: Experimental partnerships or lower potential

Plan for Seasonality:

  • Q4: Holiday partnerships and year-end campaigns
  • Q1: New year, resolution-focused content
  • Summer: Vacation and lifestyle partnerships
  • Back-to-school: Productivity and learning partnerships

Build Relationship Capital:

  • Even if partnership doesn't work out, maintain positive relationship
  • Share relevant opportunities or introductions
  • Celebrate their wins on social media
  • Keep door open for future collaboration

When to Give Up vs. Keep Pushing

Keep pushing if:

  • They're responding consistently, even if slowly
  • They're asking specific questions about partnership terms
  • They've shared internal timeline or decision-making process
  • Initial conversations showed genuine interest and fit

Give up if:

  • No response after initial email + follow-up
  • Stuck in same stage for >6 weeks with no progress
  • They're asking for significant free work with no commitment
  • Multiple delays or postponements without clear timeline
  • Feedback suggests poor fit or lack of interest

Remember: Strategic partnerships are a long game. Some of your best partnerships may take 6+ months to develop, but start with smaller commitments and build trust over time.

Pipeline Management Best Practices

Weekly Pipeline Review

Every Friday, review your pipeline:

For each active prospect, ask:

  • What stage are they in?
  • How long have they been in this stage?
  • What's the next action needed to advance?
  • Are there any blockers or red flags?
  • Should I prioritize or deprioritize this opportunity?

Red flags to watch for:

  • Stuck in Exploring for >4 weeks: Probably not serious
  • Asking for lots of free work upfront: May be taking advantage
  • Avoiding specific questions about timeline: Not a priority for them
  • Multiple delays or postponements: Other priorities taking precedence

Moving Prospects Forward

From Research to Outreach:

  • Don't over-research - once you have trigger moment and value prop, send email
  • Perfect is the enemy of good - ship the email

From Outreach to Responded:

  • Follow up once after 5-7 days if no response
  • After follow-up with no response, move to "Closed" and focus elsewhere

From Responded to Exploring:

  • If positive response, immediately suggest specific next step (call, send materials)
  • Don't let momentum die - respond within 24 hours

From Exploring to Negotiating:

  • After 2-3 conversations, suggest formal proposal
  • Don't explore forever - if there's fit, move to concrete terms

From Negotiating to Active:

  • Set clear timeline for decision-making
  • Address blockers directly rather than waiting
  • Be willing to walk away from deals that drag on too long

Email Templates and Personalization

Create template frameworks, not scripts:

Template Structure:

  • Opening hook (personalized)
  • Context setting (your company/product)
  • Value proposition (what's in it for them)
  • Social proof (credibility builders)
  • Clear next step (specific ask)

Personalization at scale:

  • Research 2-3 specific facts about each target
  • Reference their recent content or achievements
  • Mention mutual connections when possible
  • Customize value proposition for their specific situation

Workflow for Daily Outreach

Monday: Research new targets (1 hour)

โ€Tuesday-Thursday: Send 3-5 outreach emails daily (30 minutes)

โ€Friday: Follow up on existing conversations (30 minutes)

Weekly review:

  • Which messages got responses?
  • What partnerships are progressing?
  • Who should you follow up with?
  • What new targets should you research?
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