Interacting with partners involves a mix of
- capturing all critical data and
- making adjustments to our partnership(s) that make the most sense for them
- not overcomplexifying their scope of work in a way that harms the relationship
Learning the best judgement skills, to apply (only) what is applicable to your conversation, can be an art.
In all cases, it is encouraged
- to have these conversations over the phone,
- followed up by a recap email to the partner, and
- logged into the CRM (e.g. Salesforce) thereafter.
(i.e. increase in rev share, increase/decrease in pricing, offering of tiered model, bonus potential) please capture / cover / ask:
- What do you expect in regards to performance as a result of this? An estimate would be much appreciated so we can benchmark / set expectations for ourselves - even if it's a range.
- When can we expect to see performance effected by this change?
- Will this have a long term effect on your models and negatively impact anything? (if applicable)
- How long do you suggest we run this test to see statistical significance? (i.e. 4 weeks)
- Do you foresee seasonality or competition playing a part / influencing performance at all?
- Are there any technical updates during this test period occurring on your end that may alter performance / reporting?
- Would it be possible(daily, bi-weekly, etc.) reporting, inclusive of (key KPIs): i.e. leads, funded, clicks, CTR, etc.?
- Would you like to see any reporting from our side?