Partnerships tracker
One row per partner, a stage, and a dated next step.
Partnerships tracker
Sample layout
Talking
- Northwind, intro call
- Contoso, scope note
Waiting
- Fabrikam, their counsel
Agreed
- A sample co-host
Closed
- A sample that ended
- No reply after two notes
Sample stages. Organization names are placeholders.
What you are tracking
A partnerships tracker is a pipeline of organizations you might work with: a co-host, a sponsor, a distribution partner, a vendor you are evaluating. Each row is the organization, not every email. Fields: name, owner on your side, stage, next step, and next date. Stages can be talking, waiting, agreed, and closed. Closed includes both 'we signed' and 'we stopped', so add an outcome property if you need to tell those apart.
The sample names on this page are placeholders. They are not suggestions and not a directory. Log a conversation in meeting minutes when there is a decision. The tracker only needs the stage and the next date.
Review
Once a week, every row in 'talking' or 'waiting' needs a next date on the weekly planner, or it moves to closed. A pipeline you do not review is a list of people you meant to write.
Questions
- How is this different from a job application tracker?
- A job tracker is roles you want to be hired for. A partnerships tracker is organizations you might work with while you already have the work. The columns look similar. The decisions are not.