PartnerMatch AI – Staging

Before we begin…

This assessment will generate a tailored PartnerMatch AI™ profile based on your ICP, go-to-market motion, and partnership priorities.

Answer thoughtfully — specificity drives stronger partner recommendations.

SECTION 1: Strategic Intent

What’s your primary goal with this assessment? *Understand my partner-readinessIdentify new partner categories / typesPrioritize a short-list of specific partner targetsPrepare for an upcoming event / campaignOther

How important is this objective?Critical (0–3 months)Important (3–6 months)Strategic (6–12 months)Exploratory

If you could improve ONE outcome through partnerships in the next 6–12 months, what would it be? *Choose the outcome that would create the biggest measurable impact.Generate net-new qualified pipelineIncrease win rates in competitive dealsExpand into a new vertical or marketIncrease average deal sizeImprove integration coverage / product depthStrengthen enterprise credibilityReduce sales cycle lengthImprove retention / expansion revenueBuild a formal, scalable partner program foundation

What is currently blocking this outcome?

If you had to double revenue through partnerships in 18 months, what is the biggest constraint holding you back?Be honest. What’s missing — pipeline? credibility? integration depth? executive alignment? partner incentives? internal bandwidth?

SECTION 2: Company & Contact Basics

Company Name *

Company website *

Company LinkedIn Page (Optional)This is your company’s LinkedIn profile page

Full Name *

Your Role / Title *

Work Email *

Your LinkedIn Profile URL (Optional)This is your personal linked in profile

Headquarters location

City

State/Province

Country

SECTION 3: Offering & Ideal Customer Profile (ICP)

Describe your core value proposition (Be specific) *Who is it for? What measurable result do you drive? What makes you different from alternatives? Be concrete.

Which ONE category best describes your primary revenue model? *SaaS / SoftwareServices / ConsultingLogistics / supply chain servicesHardware / devicesData / analyticsFintech / paymentsMarketplace / platformInfrastructure / API / embedded services

What is your PRIMARY target segment? *Choose the segment that represents the majority of your revenue or ideal future focus.SMB (1-99 employees)Lower Mid-Market (100–999 employees)Enterprise (1,000+ employees)Public Sector (government agencies, municipalities)Mid-market divisions within enterprise orgsVertical-specific SMB (e.g., small healthcare practices, local contractors)Mixed — varies significantly by dealOther

If SMB, what is the typical annual revenue range of your best customers?Under $1M$1M–$5M$5M–$20M$20M+

If Mid-Market, what is the typical annual revenue range of your best customers?$10M–$50M$50M–$250M$250M–$1B$1B+

If Mixed, Briefly describe your most common deal type. *For example: 60% mid-market manufacturers, 40% enterprise retail. Which segment drives the most revenue?

If Enterprise, do you typically sell into:Single departmentMulti-departmentGlobal rollout

Industry focus (choose up to 3)Select your primary industry first, then optionally add a 2nd and 3rd.

Primary industry (most important) *Your #1 industry focus today.

Secondary industry (optional)Choose a different industry than your primary. Add a second industry if it meaningfully represents your go-to-market.

Tertiary industry (optional)Choose a different industry than your primary/secondary.

Describe your Ideal Customer Profile (ICP) in detail *Be specific. Include: Industry / vertical, Company size (revenue or employees), Primary buyer (title/role), Buying trigger (what causes them to look for you?), Operational complexity (where partnerships typically help close the deal). The more specific you are, the more precise your partner recommendations will be.

SECTION 4: Current GTM & Partnerships

How do you acquire most of your new customers TODAY? *Direct outboundInbound / marketing-generatedReferrals (non-partner)Referrals / affiliate partnersReseller / VAR partnersIntegration / tech partnersStrategic / co-sell alliancesMarketplaces / app stores

Are you currently generating revenue?YesNo (pre-revenue)

How would you rate your overall partner program maturity?0 – No program, ad hoc only1 – Informal partnerships2 – Defined program (tiers, benefits, some process)3 – Operationalized and measurable4 – Strategic revenue engine

SECTION 5: Ideal Partner Profile (IPP)

VALUE EXCHANGE

What VALUE do you believe YOU provide to partners? *Incremental revenue stream (margin / commissions)Strong product-market fit in our nicheStickier solutions for their clients (higher retention)Create cost savings that can fund or subsidize partner solutions, sponsorships, or social impact initiativesExclusive or differentiated capabilitiesMarketing & co-selling supportTechnical integration / workflow valueAccess to our customer base / distribution channel

How can the savings or budget you unlock be used creatively with partners?For example, using savings to: Fully or partially fund a partner’s platform (e.g., TMS, AI, multi-carrier, WMS) – Offset the cost of a corporate sponsorship or joint campaign – Direct a portion of savings to ESG / CSR initiatives (e.g., K–12 education, community programs)

SECTION 6: Business Model & Industry Context

This section is about the industries your customers are in, not how your own company is classified. Pick the industries that represent most of your current revenue (it’s okay to choose more than one).

Do you want to provide additional detail for a specific industry ecosystem?Additional industry-specific modules (Healthcare, Financial Services, Telecom, etc.) are rolling out soon.Logistics & Supply ChainNone — no additional vertical detail needed

SECTION 7: Implementation, Resourcing & Constraints

What is your PARTNER PRIORITY for the next 6–12 months? *Critical – partnerships are a top-3 company priorityImportant – we want to invest but not at all costsOpportunistic – we’ll say yes to the right opportunitiesExploratory – we’re mostly learning right now

How long have you been intentionally building partnerships or an ecosystem?Helps the AI estimate partnership lifecycle maturity (e.g., exploration vs. operational).Just starting (≤ 1 year)1–3 years3–5 years5+ years

What is your APPROXIMATE budget or flexibility for partner-related investments?We can invest in dedicated headcount and programsWe can invest in some marketing / integration workWe need low- or no-cost partner optionsBudget unclear or pending approval

What INTERNAL RESOURCES can you commit to making partnerships successful *Executive sponsorshipDedicated partnerships leaderShared sales / BD supportMarketing supportTechnical / integration resourcesNone — would need to build capability

SECTION 8: Final Priorities & Context

If PartnerMatch AI could get ONLY 1–2 things right for you in the next 6–12 months, what would they be? *Be specific (e.g., generate partner-sourced pipeline, unlock a specific industry, build integration-led growth, improve co-selling effectiveness, etc.). Is there any strategic context we should consider before generating your analysis?

PartnerMatch AI™^® – Ecosystem & Readiness Assessment

Logistics Role & Focus

Shipping Profile of the Customers You Serve

If you are a logistics or technology provider (3PL, parcel audit, TMS, etc.), answer these based on the typical or ideal customers you serve. If you are primarily a shipper/brand, answer based on your own shipping profile.

Logistics Tech Stack

Logistics Partner Targeting Preferences

Select the what (solution areas/platforms) and the who (partner types) so we can generate better targets.

Geography & Coverage

Deal Structure & Engagement

PartnerMatch AI™® – Ecosystem & Readiness Assessment

Before we begin…

SECTION 1: Strategic Intent

PartnerMatch AI™^® – Ecosystem & Readiness Assessment