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CRO · Playbook · Advanced · Saves 45+ hours

System Integrator Partnership Guide

A guide for partnering with system integrators.

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What's included

  • SI Strategy
    • SI value proposition
    • Target SI profile
    • Engagement model
  • Partnership Development
    • Practice development
    • Training and certification
    • Reference building
  • Joint Selling
    • Opportunity identification
    • Deal structure
    • Delivery coordination
  • Partnership Management
    • Relationship structure
    • Performance tracking
    • Growth planning

Best used when

  • Building SI partnerships
  • Managing consulting partners
  • Scaling implementation capacity
  • Driving joint enterprise deals

The template

The Template

SI STRATEGY

SI Partnership Framework

SI PARTNERSHIP STRATEGY

SI VALUE PROPOSITION:
For SI:
☐ New practice area
☐ Implementation revenue
☐ Customer stickiness
☐ Competitive differentiation

For Vendor:
☐ Implementation capacity
☐ Enterprise credibility
☐ Customer success
☐ Market access

TARGET SI PROFILE:
Size: _______________
Industry focus: _______________
Geographic coverage: _______________
Technical capability: _______________

ENGAGEMENT MODEL:
☐ Referral (SI sources, vendor sells)
☐ Resell (SI transacts)
☐ Implementation (SI delivers)
☐ Full partnership (all of above)

SI Partnership Matrix

SI Type Primary Value Engagement Investment
Global SI Enterprise access High-touch High
Regional SI Local coverage Medium Medium
Boutique SI Specialization Project-based Low

PARTNERSHIP DEVELOPMENT

SI Practice Building

SI PRACTICE DEVELOPMENT

PRACTICE BUILDING PHASES:
Phase 1 - Foundation:
☐ Partnership agreement
☐ Initial training
☐ Reference project
☐ Basic collateral

Phase 2 - Capability:
☐ Certified consultants: _____
☐ Methodology developed
☐ Delivery accelerators
☐ Reference customers

Phase 3 - Scale:
☐ Dedicated practice
☐ Sales integration
☐ Marketing investment
☐ Industry solutions

CERTIFICATION REQUIREMENTS:
☐ Sales certification: ___ people
☐ Technical certification: ___ people
☐ Delivery certification: ___ people
☐ Annual recertification

INVESTMENT:
Training investment: $_____
Marketing investment: $_____
Enablement resources: $_____

JOINT SELLING

SI Co-Selling Process

SI JOINT SELLING MODEL

OPPORTUNITY IDENTIFICATION:
☐ SI account mapping
☐ Joint target accounts
☐ Deal qualification
☐ Registration process

DEAL STRUCTURE OPTIONS:
Option 1 - SI Resell:
SI buys license, marks up
SI owns customer relationship

Option 2 - Vendor Direct + SI Services:
Vendor sells license
SI sells implementation

Option 3 - Joint Proposal:
Combined proposal
Split revenue per agreement

COORDINATION:
☐ Account planning
☐ Joint discovery
☐ Solution design
☐ Proposal development
☐ Contract negotiation

ECONOMICS:
License: Vendor (or SI resell)
Implementation: SI
Support: Per agreement
Renewals: Per agreement

Frequently asked questions

What is the System Integrator Partnership Guide?

A guide for partnering with system integrators.

Who is the System Integrator Partnership Guide for?

It is built for CROs and their teams working on Channel & Partners. The AI coach adapts it to your company, stage, and goals.

How long does the System Integrator Partnership Guide take to use?

It saves roughly 45+ hours versus building from scratch. Our AI coach can tailor the playbook to your situation in minutes, then hand you a step-by-step plan.

Is the System Integrator Partnership Guide free?

Yes. You can read the full playbook and start getting coached through it for free. Sign in to save your tailored version and track your next steps.

How does the AI coach help with the System Integrator Partnership Guide?

The coach teaches you the framework, asks a few questions about your business, tailors the playbook to you, and gives you measurable next steps to execute.