PartnerMatch AI

Before you begin

This assessment powers your PartnerMatch AI™ readout — including partner targets, ecosystem strategy, and readiness scoring.

Be specific about who you serve and the outcomes you create
Answer based on your ideal future-state, not just today
Choose what is most strategically useful if unsure

Tip: This is a strategy exercise — not a test. Clear inputs = stronger results.

Company & Contact Basics

Company Name *

Company website *Use your main company website or the specific business unit site you want this assessment based on.

Company LinkedIn Page(Optional) Helpful if your LinkedIn page better reflects your positioning, audience, or market focus than your website alone.

Full Name *

Your Role / Title *Your current role helps us interpret your perspective on partnerships, growth, and strategy.

Work Email *

Your LinkedIn Profile URL(Optional) Helpful if your role, background, or partnership focus adds useful context.

Headquarters location

City

State/Province

Country

Approximate company size (employees) *Choose the size of the company or business unit this assessment is intended to represent.Solo / 1 – 1011 – 5051 – 200201 – 1,0001,001 – 5,0005,000+

Primary Go-To-Market MotionSelect one or more of the go-to-market motions that genuinely drive your business today.Direct SalesSelf-serve / product-ledChannel / partnersMarketplaces / app storesOther

Strategic Intent

What’s your primary goal with this assessment? *Choose the outcome you most want PartnerMatch AI™ to optimize for.Understand my partner-readinessIdentify new partner categories / typesPrioritize a short-list of specific partner targetsPrepare for an upcoming event / campaignOther

How important is this objective?Choose the urgency level that best reflects the real business priority.Critical (0–3 months)Important (3–6 months)Strategic (6–12 months)Exploratory

If you could improve ONE outcome through partnerships in the next 6–12 months, what would it be? *Choose the one measurable business outcome that would create the biggest impact if partnerships improved it.Generate net-new qualified pipelineIncrease win rates in competitive dealsExpand into a new vertical or marketIncrease average deal sizeImprove integration coverage / product depthStrengthen enterprise credibilityReduce sales cycle lengthImprove retention / expansion revenueBuild a formal, scalable partner program foundation

What is currently blocking this outcome?Describe the real friction in the deal motion.

If you had to double revenue through partnerships in 18 months, what is the biggest constraint holding you back?Be honest and specific. Focus on the single biggest bottleneck that would limit partner-led growth.

Offering & Ideal Customer Profile (ICP)

Describe your core value proposition (Be specific) *Who is it for? What measurable outcome do you deliver? What problem do you solve better than alternatives? What makes your approach different? Focus on business impact, not features.

⚠️ This is one of the most important inputs in the entire assessment.

How to choose:

SaaS / Software: subscription or licensed product
Services / Consulting: human-delivered expertise or execution
Marketplace / Platform: connects buyers and sellers
Infrastructure / API: embedded or developer-focused capability
Logistics / operations: you physically execute or manage operations

Tip: If you sell software, do NOT choose logistics or services just because that’s the industry you serve.

Which ONE category best describes your primary revenue model? *Choose the category that best reflects HOW YOU MAKE MONEY — not the industry you serve.SaaS / SoftwareServices / ConsultingLogistics / supply chain servicesHardware / devicesData / analyticsFintech / paymentsMarketplace / platformInfrastructure / API / embedded services

What is your PRIMARY target segment? *Choose the segment that best represents your ideal revenue opportunity — not just your current customers.SMB (1-99 employees)Lower Mid-Market (100–999 employees)Enterprise (1,000+ employees)Public Sector (government agencies, municipalities)Mid-market divisions within enterprise orgsVertical-specific SMB (e.g., small healthcare practices, local contractors)Mixed — varies significantly by dealOther

If SMB, what is the typical annual revenue range of your best customers?Under $1M$1M–$5M$5M–$20M$20M+

If Mid-Market, what is the typical annual revenue range of your best customers?$10M–$50M$50M–$250M$250M–$1B$1B+

If Enterprise, do you typically sell into:Single departmentMulti-departmentGlobal rollout

If Mixed, Briefly describe your most common deal type. *For example: 60% mid-market manufacturers, 40% enterprise retail. Which segment drives the most revenue?

Industry focus (choose up to 3)Select the industries you SELL INTO (your customers), not your internal company classification.

Primary industry (most important) *Your #1 industry focus today.

Secondary industry (optional)Choose a different industry than your primary. Add a second industry if it meaningfully represents your go-to-market.

Tertiary industry (optional)Choose a different industry than your primary/secondary.

⚠️ This is one of the highest-impact inputs in your assessment. Use this structure:

Industry / vertical: who you sell to
Company size: revenue or employees
Primary buyer: who owns budget or decision
Buying trigger: what initiates the search
Why deals stall: where friction occurs
Where partners help: what partners unlock

Tip: Focus on real deal conditions, not generic descriptions.

Describe your Ideal Customer Profile (ICP) in detail *Be specific. Include: Industry / vertical • Company size (revenue or employees) • Primary buyer (title / role) • Buying trigger • Why deals get stuck • Where partnerships help

Current GTM & Partnerships

How do you acquire most of your new customers TODAY? *Select the channels that genuinely drive customer acquisition today.Direct outboundInbound / marketing-generatedReferrals (non-partner)Referrals / affiliate partnersReseller / VAR partnersIntegration / tech partnersStrategic / co-sell alliancesMarketplaces / app stores

Are you currently generating revenue?This helps us calibrate your current stage and how aggressively to weight near-term partner execution.YesNo (pre-revenue)

Roughly what % of new ARR/revenue comes from partners today?Estimate as best you can. This helps us calibrate your current partnership maturity.0% – no partner contribution1–10%11–25%26–50%50%+

How would you rate your overall partner program maturity?Choose the option that best reflects your current reality — not your ambition.0 – No program, ad hoc only1 – Informal partnerships2 – Defined program (tiers, benefits, some process)3 – Operationalized and measurable4 – Strategic revenue engine

Ideal Partner Profile (IPP)

PARTNER STRATEGY

Which PARTNER TYPES are you most interested in? (Select up to 3) *Select how partners engage with you in deals (the role they play).Referral / affiliate partnersReseller / VAR PartnersTechnology / integration partnersLogistics / 3PL / fulfillment providersBPO / outsourcing providersMarketplaces / platforms (e.g., Shopify, Salesforce)Co-selling / strategic alliance partnersOther

Which PARTNER CATEGORY ARCHETYPES are you MOST interested in? *Select the types of companies you want as partners (the kind of organization).Technology platforms / ISVs (software vendors)Systems integrators / implementation partnersAgencies / consultancies (marketing, GTM, RevOps, ops)Data / analytics / BI providersMarketplaces / ecosystems (app stores, partner directories)Finance / advisory partners (Fractional CFO, FP&A, consultants)Procurement / buying groups / GPOsInvestment / PE / VC & portfolio supportCost savings / expense reduction specialistsOperations & fulfillment partners (industry-specific)

What OUTCOMES do you want partnerships to drive? *Select the business outcomes you want partnerships to drive.Generate net-new customers / partner-sourced pipelineIncrease win rates on current opportunitiesDrive product adoption / usageFill solution gaps (services, integrations, coverage)Improve customer retention / expansionAssist with ROI analytics / measurementEnter new verticals / marketsIncrease average deal size

VALUE EXCHANGE

What VALUE do you believe YOU provide to partners? *Select the value you bring to partners — why they would want to work with you.Incremental revenue stream (margin / commissions)Strong product-market fit in our nicheStickier solutions for their clients (higher retention)Create cost savings that can fund or subsidize partner solutions, sponsorships, or social impact initiativesExclusive or differentiated capabilitiesMarketing & co-selling supportTechnical integration / workflow valueAccess to our customer base / distribution channel

How can the value you create be used strategically with partners?Describe how your solution creates value that could enable or accelerate a partner’s offering.

SIGNALING & FILTERING

Who are your BEST existing partners today? (3–10 companies)List 3–10 of your best current or recent partners (logos you’d happily work with again). We use these as positive signals to find look-alike partners—not to suggest the same companies again.

Any specific companies we should EXCLUDE from recommendations?List existing partners, customers, competitors, or “no-go” logos we should avoid suggesting (comma-separated company names is fine).

Are there any PARTNER CATEGORIES we should AVOID recommending?Direct competitors in our own categoryParcel carriers (e.g., UPS, FedEx, DHL)Freight-only audit & pay providersBroad “big 4” / mega-consulting firmsPrivate equity / venture capital firmsStaffing / recruiting / HR agenciesMarketing / advertising agenciesExpense-reduction / savings consultanciesFinance / fractional CFO / FP&A firmsLarge enterprises (prefer SMB-focused partners)Other

⚠️ This is one of the highest-impact inputs in your assessment. Use this structure:

Type of company: SaaS, consulting, platform, etc.
Their customer: should overlap with yours
Where they show up: before, during, or after your deal
Their role: referral, co-sell, implementation, integration
Why they partner: what they gain from working with you

Tip: Think about how deals actually happen — not just who looks like a good fit on paper.

Describe your ideal partner in 1–2 paragraphs. *Describe your ideal partner using deal mechanics, not just general fit.

Business Model & Industry Context

This section is about the industries your customers are in, not how your own company is classified. Pick the industries that represent most of your current revenue (it’s okay to choose more than one).

⚠️ This is a routing question.

Select the option that best describes your business model — not the industry you serve.

Business model = how you make money
Industry = where your customers operate

Tip: A software company serving logistics customers is still a software company unless it directly operates logistics services.

Which of the following best describes your company’s primary business model? *Choose the option that best reflects how your company primarily creates and captures revenue.Software / SaaS provider (product company)Cloud / infrastructure provider (data centers, hosting, etc.)IT / Managed Services Provider (MSP)Data & analytics platform / servicesMarketing / advertising agency or platformProfessional services / advisory / consultancy (non-marketing)Logistics / 3PL / 4PL / supply chain servicesShipper / brand with in-house logisticsE-commerce / retailer (selling physical goods)Manufacturer / distributor / wholesalerTelecommunications / connectivity providerStaffing / recruiting / HR services firmNon-profit or social impact organizationGovernment / public sector entityOther

Which industries do your primary customers operate in? (Select all that apply) *Select the industries your target customers operate in — not your internal company classification.Healthcare (Human – hospitals, clinics, specialty practices)Veterinary / Animal HealthFinancial Services (banking, fintech, insurance)Construction / TradesEducation (K–12, higher ed, private schools)Retail (brick & mortar)E-commerce / DTC brandsManufacturingLogistics / TransportationTelecommunicationsHospitality / Travel / EventsEnergy / UtilitiesReal Estate / Property managementProfessional Services firmsNon-profitGovernmentAgriculture / Food productionMedia / EntertainmentOther

Do you want to provide additional vertical-specific detail? (Optional)Use this only if one industry needs deeper ecosystem-specific context.Logistics & Supply ChainNone — no additional vertical detail needed

Logistics & Supply Chain

Logistics Role & Focus

Which best describes your LOGISTICS ROLE? *Select the role that best describes how you participate in the logistics ecosystem.3PL (multi-client warehousing & fulfillment)4PL / lead logistics providerFreight brokerParcel audit / parcel intelligence providerTransportation management / managed transportationShipper (brand / retailer with internal logistics team)Carrier / last-mile providerLogistics / supply chain software (TMS / WMS / multi-carrier, etc.)

What are your TOP 2–3 logistics offerings or services? *List your core logistics capabilities or services.

Shipping Profile of the Customers You Serve

If you are a logistics or technology provider (3PL, parcel audit, TMS, etc.), answer these based on the typical or ideal customers you serve. If you are primarily a shipper/brand, answer based on your own shipping profile.

Approximate ANNUAL SHIPPING SPEND (all modes) of your typical or ideal customer? *Estimate the typical annual shipping spend of your ideal customer.< $1M$1M–$5M$5M–$20M$20M–$100M$100M+Not sure / prefer not to say

Which MODES do your typical or ideal customers use? *Select the transportation modes most relevant to your customers.Parcel / small packageLTLFTL / truckloadOceanAirRailSame-day / final mile

Who are the PRIMARY CARRIERS your customers typically use?Select the carriers most commonly used by your customers.UPSFedExUSPSDHLRegional parcel carriers (e.g., OnTrac, LaserShip, etc.)Common LTL carriers

What are the TOP 3 logistics pain points you see most often with your customers?Select the most common challenges your customers face before working with you.High parcel / freight costsPoor carrier performance (late deliveries, damages)Limited visibility / trackingComplex surcharges / accessorialsCapacity constraints / peak season issuesWarehouse inefficiencies / throughput constraintsInternational / cross-border complexityLimited internal bandwidth / expertiseOther

Logistics Tech Stack

Which of the following systems do you or your customers typically use?Select the systems commonly used in your customers’ logistics environment.Transportation Management System (TMS)Warehouse Management System (WMS)Multi-carrier shipping platformOrder / inventory management systemERP (e.g., NetSuite, SAP, Microsoft, etc.)Business intelligence / analytics toolsNone of the aboveOther

Logistics Partner Targeting Preferences

Select the what (solution areas/platforms) and the who (partner types) so we can generate better targets.

Which logistics SOLUTION AREAS do you want partners to support? *Select the operational areas where you want partner support.Carrier contracting / rate optimizationParcel audit / parcel intelligencePackaging optimization / DIM & cartonizationMulti-carrier shipping software (rate shopping, labels, tracking)Transportation management systems (TMS)Warehouse management systems (WMS)Last-mile / regional delivery networksReturns / reverse logisticsFreight forwarding / customs brokerageManaged transportation (4PL-style orchestration)Other

Which TYPES OF LOGISTICS PARTNER ORGANIZATIONS do you want? *Select the types of logistics companies you want as partners.3PLs / fulfillment providers4PL / managed transportation providersFinal-mile / regional carriersFreight brokers / managed transportation providersFreight forwarders / customs brokersParcel audit / parcel intelligence firmsLogistics / supply chain software vendorsConsulting / advisory firms (logistics)Other

What should your ideal logistics partner BRING to the table?Select what you want partners to contribute to the relationship.Bring net-new shipper clients to usPlug our solution into their existing shipper baseProvide operational execution (warehousing, pick/pack, transportation)Provide technology / integration depthExpand our geographic coverageStrengthen our value proposition for specific verticals (e.g., healthcare, retail, industrial)

What do YOU offer that makes you a strong partner in the logistics ecosystem? *Describe what makes you valuable within the logistics ecosystem.

Geography & Coverage

Where can you effectively SERVE customers today? *Select the regions where you can actively support customers.U.S. domesticNorth America (US/Canada/Mexico)EuropeAPACLATAMGlobal (multi-region)

Are there ANY geographies or lanes where you have a special ADVANTAGE?Describe any regions or lanes where you have a competitive advantage.

Deal Structure & Engagement

What PARTNER COMMERCIAL MODELS are you open to? *Select the commercial structures you are open to with partners.Simple referral fees / finders feesReseller / margin-basedCo-sell (each side keeps their own revenue)White-label / OEMRevenue share / gainshare based on savingsProject-based / consultingSavings-funded / “zero net cost” model (use realized savings to offset solution costs)

Typical SALES CYCLE length for your offering? *Select the typical time it takes to close a deal.< 30 days30–90 days3–6 months6–12 months12+ months

What INTERNAL RESOURCES can you commit to making partnerships successful?Select the resources you can dedicate to partnerships.Dedicated partner / alliances ownerShared sales resources for co-sellingMarketing support for co-marketingTechnical / integration supportLimited resources – need lightweight, simple motions

Implementation, Resourcing & Constraints

What is your PARTNER PRIORITY for the next 6–12 months? *Choose the single most important partnership objective you want to achieve in the next 6–12 months.Critical – partnerships are a top-3 company priorityImportant – we want to invest but not at all costsOpportunistic – we’ll say yes to the right opportunitiesExploratory – we’re mostly learning right now

How long have you been intentionally building partnerships or an ecosystem?Select the option that best reflects your actual experience level with partnerships.Just starting (≤ 1 year)1–3 years3–5 years5+ years

What is your APPROXIMATE budget or flexibility for partner-related investments?Estimate the level of investment you can realistically commit to partnerships.We can invest in dedicated headcount and programsWe can invest in some marketing / integration workWe need low- or no-cost partner optionsBudget unclear or pending approval

What INTERNAL RESOURCES can you commit to making partnerships successful *Select the resources you can realistically dedicate to building and managing partnerships.Executive sponsorshipDedicated partnerships leaderShared sales / BD supportMarketing supportTechnical / integration resourcesNone — would need to build capability

What is your biggest constraint slowing partnership growth today?Identify the single biggest bottleneck limiting your partnership growth.Lack of timeLack of internal buy-inLack of clear ICPNo repeatable processNo partner pipelineNo integration resourcesCompensation misalignmentLeadership alignment issuesData / attribution visibilityOther

Final Priorities & Context

⚠️ This is your chance to guide the final output. Examples:

Identifying the right partner types or categories
Finding specific companies to target
Improving deal flow or pipeline
Unlocking access to key buyers
Building a scalable partner motion

Tip: Be specific about what success looks like — this directly shapes your recommendations.

If PartnerMatch AI could get ONLY 1–2 things right for you in the next 6–12 months, what would they be? *Focus on the outcomes that would create the most meaningful impact for your business.

Consent *

I agree that the information I’ve shared can be used to generate a PartnerMatch AI analysis and to contact me about potential partner opportunities.

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Paste your company website below and generate a draft for the most important inputs.

Value Proposition
Ideal Customer Profile (ICP)
Biggest blocker or constraint
Ideal Partner Profile (IPP)
Strategic value for partners
Final priorities

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PartnerMatch AI™ – Ecosystem & Readiness Assessment

Before you begin

Company & Contact Basics

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