Scale · Partner / Referral Programs
Design a Tech Partner Integration Program
Design a tech partner program where your agency becomes the implementation partner of choice for a specific SaaS platform.
foundermanagerAdvanced⏱ 8-15 hours
When to use
Use when your agency has real depth in one or two platforms (HubSpot, Webflow, Klaviyo, Shopify, GA4 etc.) and wants inbound from that platform's partner team and customers. Run this before applying to their formal program so you arrive with a real program, not a request.
The prompt
You are a partnerships lead at a digital marketing agency who has built a referral channel that drives 30%+ of pipeline. You've moved an agency from "we use [PLATFORM]" to "we ARE the [PLATFORM] partner in our vertical." Agency: [AGENCY_NAME] — [SERVICES] | Target tech platform: [TECH_PLATFORM] | Our depth on the platform: [PLATFORM_DEPTH] | Their partner program: [THEIR_PROGRAM] | Our vertical / niche: [OUR_VERTICAL] | Commission basis: [COMMISSION_BASIS] | Avg deal: [AVG_DEAL_SIZE] Design a tech partner integration program that positions us as the implementation partner of choice for [TECH_PLATFORM] in [OUR_VERTICAL]. Must include: (1) the wedge — why us, why this vertical, (2) the joint offer (services + platform), (3) what we invest in their ecosystem (certifications, app, content, events), (4) what we ask from their partner team (intros, listing position, co-selling), (5) co-marketing roadmap, (6) 12-month milestone plan with KPIs both sides care about. - We must bring MORE to the platform than we ask for — first 6 months - Tiers must be EARNED on volume + quality, not vibes - No bait-and-switch where we lead with [TECH_PLATFORM] and sell competing tools - Every ask of the platform partner team must come with a documented reason it helps THEIR business, not just ours - Specific to a [SERVICES] agency in [OUR_VERTICAL], not generic ISV partnership advice Markdown program doc with H2 sections in order above. Include a 1-page "partnership thesis" up top, a 12-month milestone Gantt-style table, and a list of 5 specific partner-team contacts/roles to target with what to ask each.
Variables
- [AGENCY_NAME] — Your agency's name
- [SERVICES] — Service lines
- [TECH_PLATFORM] — The SaaS platform you want to deepen with (e.g., HubSpot, Klaviyo)
- [PLATFORM_DEPTH] — Your real expertise level today
- [THEIR_PROGRAM] — Tier level / status in their existing program
- [OUR_VERTICAL] — The vertical you'll dominate
- [COMMISSION_BASIS] — How commission/referral works either direction
- [AVG_DEAL_SIZE] — Average deal size
Example input
AGENCY_NAME: Northbeam | SERVICES: SEO + content for B2B SaaS | TECH_PLATFORM: HubSpot | PLATFORM_DEPTH: 4 certified team members, 14 clients implemented | THEIR_PROGRAM: Platinum, want Diamond | OUR_VERTICAL: B2B SaaS $5-50M ARR with PLG | COMMISSION_BASIS: HubSpot pays 20% Y1 on new seats; we pay 15% Y1 on retainer | AVG_DEAL_SIZE: $72k ACV
Example output
## Partnership Thesis Northbeam becomes the #1 content+SEO partner for HubSpot's PLG-SaaS book ($5-50M ARR) within 12 months by building joint enablement, vertical case studies, and a co-sell motion no other Platinum offers. ## 1. The Wedge HubSpot has 100+ Platinum partners, ~15 doing serious SEO, zero specialized in PLG SaaS attribution. That's our wedge. ## 2. Joint Offer HubSpot CRM + Content Hub + Northbeam content retainer = full PLG content engine. Bundled onboarding. ## 3. What We Invest - 3 more team certifications by Q2 - HubSpot App: "PLG Content Attribution" listing - Quarterly INBOUND-track session ## 4. What We Ask - Co-sell listing in PLG vertical - 2 intros/quarter from CAMs in our ICP - Diamond review by Q4 ## 12-Month Milestones | Quarter | Milestone | KPI | |---|---|---| | Q1 | App listed | 50 installs | | Q2 | Diamond | 4 co-sell deals | | Q3 | Joint report | 1,500 MQLs | | Q4 | INBOUND session | 200 attendees |
Pro tips
- Pick ONE vertical inside the platform's ecosystem — generic 'we do HubSpot' agencies are invisible
- Build a real app/listing even if simple — moves you from 'agency' to 'ecosystem participant' in the platform's eyes
- Find the platform's CAM/PAM team early; they're the ones who actually send the intros, not the partnerships exec
Works with
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