CRO · Playbook · Advanced · Saves 45+ hours
System Integrator Partnership Guide
A guide for partnering with system integrators.
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.