PartnerMatch AI

Before we begin…

This assessment will generate a tailored PartnerMatch AI™ profile based on your ICP, go-to-market motion, and partnership priorities.

Answer thoughtfully — specificity drives stronger partner recommendations.

What is your primary partnership objective right now? *Understand my partner-readinessIdentify new partner categories / typesPrioritize a short-list of specific partner targetsPrepare for an upcoming event / campaign

How urgent is this objective?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 outcome that would create the biggest measurable impact.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?

If you had to double revenue through partnerships in 18 months, what is the biggest constraint holding you back?Be honest. What’s missing — pipeline? credibility? integration depth? executive alignment? partner incentives? internal bandwidth?

COMPANY & CONTACT BASICS

Company name *

Company website *

Full Name *

Your Role / Title

Work Email *

(Personal) LinkedIn Profile URLThis is your personal linked in profile

Company) LinkedIn Profile URLThis is your company’s LinkedIn profile page

Headquarters location

City

State/Province

Country

Approximate Company Size *

Primary Go-To-Market Motion

OFFERING & ICP

In 1–2 paragraphs, how do you describe what your company does? *Be specific. Who do you sell to? What pain do you solve? What category are you in? What makes you different?

What category best describes your primary offering? *If you offer multiple things (e.g., SaaS + consulting), choose the ONE you want us to anchor on here. You’ll select all applicable business models later.

What is your PRIMARY target segment? *

Industry focus (choose up to 3)Select your primary industry first, then optionally add a 2nd and 3rd.

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.

Ideal Customer Profile (ICP): Describe your BEST customer in detailInclude: Industry, Company size (revenue or employees), Buyer titles, Buying trigger (why they purchase), Operational complexity (why partnerships matter in this deal). The more specific you are, the more precise your partner recommendations will be.

In a typical sales cycle, where do deals get stuck?Do deals stall because: Budget isn’t approved? Procurement requires additional vendors? You lack integration coverage? You need credibility in enterprise accounts? This helps us identify partners that unlock real bottlenecks.

CURRENT GTM & PARTNERSHIPS

How do you acquire most of your new customers TODAY? *

Are you currently generating revenue?YesNo (pre-revenue)

Roughly what % of new ARR / revenue comes from partners today?

How mature is your CURRENT partner motion (not your ambition)?

IDEAL PARTNER PROFILE

Which PARTNER TYPES are you MOST interested in? *

Which PARTNER CATEGORY ARCHETYPES are you MOST interested in?Think in terms of partner archetypes (e.g., technology platforms, service providers, marketplaces, associations, finance partners). You’ll have the option to select industry-specific partner categories later.

What OUTCOMES do you want partnerships to drive? *

What VALUE do you believe YOU provide to partners? *

How can the savings or budget you unlock be used creatively with partners?For example, using savings to: Fully or partially fund a partner’s platform (e.g., TMS, AI, multi-carrier, WMS) – Offset the cost of a corporate sponsorship or joint campaign – Direct a portion of savings to ESG / CSR initiatives (e.g., K–12 education, community programs)

Pro tip: The partners you list here are your “gold standard” logos. PartnerMatch AI™ uses them as signals for what “good” looks like for you.

Include 3–10 companies you’d happily clone as partners.
They should look and feel like your ideal ICP (industry, size, motion, buyer).
We’ll use them to find similar-but-new candidates in the same swim lanes.

Who are your BEST existing partners today? (3–10 companies)These are positive signals only. We will NOT re-suggest these companies. We use them to identify similar-but-new companies in adjacent swim lane.

Use this to keep the wrong logos out of your Top 10. You can exclude:

Existing partners you don’t want re-suggested
Direct competitors or “frenemies”
Whole categories like “Fortune 100”, “parcel carriers”, “Big 4 consulting firms”

We’ll hard-exclude these and use them as signals to find safer, similar partners where it makes sense.

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?Select any categories that would be a poor fit or conflict with your strategy. We’ll avoid these when suggesting partners.

Ideal Partner Profile (IPP): Describe the type of company you want in deals with you *Be specific about: Their business model, Their typical customer, Where they sit in the buying journey (before, during, after you), What role they play in the deal (referral, co-sell, integration, bundled solution). Think in terms of deal mechanics, not just “good fit.”

INDUSTRY SELECTOR & ROUTING

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).

Which of these best describe your business model? *

Logistics & Supply Chain

Logistics Role & Focus

Which best describes your LOGISTICS ROLE? *

What are your TOP 2–3 logistics offerings or services?E.g., parcel audit & recovery, managed transportation, eCom fulfillment, cross-border solutions, TMS platform, etc.

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?Think about the shippers you’re built for. If your sweet spot is customers spending $5M–$20M annually on parcel/freight, pick that band.

Which MODES do your typical or ideal customers use?

Who are the PRIMARY CARRIERS your customers typically use?Select the carriers you most often see in your customers’ shipping profiles.

What are the TOP 3 logistics pain points you see most often with your customers?Answer from your customers’ perspective — where do they hurt the most before you help them?

Logistics Tech Stack

Which of the following systems do you or your customers typically use?Include platforms you integrate with or commonly see in your customers’ environments (TMS, WMS, multi-carrier, ERP, BI tools, etc.).

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 or platforms you want to improve (the what). Examples: rate optimization, TMS/WMS, multi-carrier shipping, last-mile, returns.

Which TYPES OF LOGISTICS PARTNER ORGANIZATIONS do you want?Select the kinds of companies you’d like as partners (the who). Examples: 3PLs, carriers, freight brokers, forwarders, software vendors, advisory firms.

What should your ideal logistics partner BRING to the table?

What do YOU offer that makes you a strong partner in the logistics ecosystem?Include your sweet spot (e.g., parcel spend ranges, lanes, industries), unique capabilities, SLAs, technology strengths, etc.

Geography & Coverage

Where can you effectively SERVE customers today?

Are there ANY geographies or lanes where you have a special ADVANTAGE?E.g., “strong cross-border US–Canada,” “EU D2C,” “APAC inbound,” etc.

Deal Structure & Engagement

What PARTNER COMMERCIAL MODELS are you open to?

Typical SALES CYCLE length for your offering?

What INTERNAL RESOURCES can you commit to making partnerships successful?

IMPLEMENTATION, RESOURCING & CONSTRAINTS

What is your PARTNER PRIORITY for the next 6–12 months? *

What is your APPROXIMATE budget or flexibility for partner-related investments?

How long have you been intentionally building partnerships or an ecosystem?Helps the AI estimate partnership lifecycle maturity (e.g., exploration vs. operational).

FINAL PRIORITIES & CONTEXT

If PartnerMatch AI could ONLY get 1–2 things right for you, what would they be? *Anything else we should know before generating your analysis?

PartnerMatch AI™ – Ecosystem & Readiness Assessment

Before we begin…