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First 3

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months of collaboration

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1. Intro Call

   1. Get to know each other and agree on next steps

2. Share Materials:

   1. Internal License

   ,

   2. Link to Sales

   ToolkitSchedule a knowledge

   1. Toolkit

   2. Schedule a Knowledge-sharing session https://calendly.com/titanapps/45-min-call-titanapps-team

3. Logo Exchange

   1. Brand presence - https://titanapps.io/partners

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4. Partnership Announcement

   1. Email and

   SMM

   1. LinkedIn Post

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5. Share info about Smart Tools

   1. Email and

   SMM

   1. LinkedIn Post

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Ongoing /on-demand activities

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1. Case Study - collaboration

   1. Collaboration with the TitanApps marketing team

   on

   1. to create a blog post based on a client case study.

   2. We will interview the client and draft an article. You can publish it on your blog, and we will link to it from ours.

2. Knowledge-sharing session

   1. An on-demand session for

   a client or for new products)

3. Consultancy session for clients on Automating Business processes (TA consultancy)

4. Custom discounts for their clients (in exchange for a demo to a client, for a multiple-year subscription, for an increased user tier)

5. Licences Update. we will share info about clients licenses that will end soon (30/60/90 days) (automate)

6. Quarterly Newsletter major

   1. your Enterprise client to help them maximize the benefits of our tools.

   2. An additional session for your team, focused on our new product.

7. Consultancy session

   1. For your clients, where we demonstrate how Smart Tools (Smart Checklist + Smart Template) can be used to Automate Business Processes and support Jira adoption for non-technical teams.

8. Custom discounts

   1. For your clients, in exchange for an onboarding session, an introduction to a client, a multi-year subscription, or the inclusion of Smart Templates in the offer.

   2. *discussed on a case-by-case basis

9. Licences Update.

   1. We will share information about your clients’ licenses that are expiring soon (within 60) and offer assistance in securing new licenses.

10. Quarterly Newsletter

    1. Major product updates, new videos, case studies

    )

    1. , other marketing materials

11. Quarterly customer review

    1. Review Enterprise clients and see if we can

    be of help via

    1. assist with dedicated onboarding, on-demand knowledge-sharing sessions, migrations,

    etc

    1. and more.

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draft

idea: create a short overview video on using this Smart Toolkit

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We’ve created this toolkit to help you sell Smart Tools. Here, you can find email templates, ready-made banners, logos, product descriptions, resources, and other useful materials designed to assist sales teams in effectively engaging with potential customers and closing deals.

Onboarding Plan

First month:

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