RP Implementation Checklist

GRMS Referral Partner Implementation Checklist

Item	Description	Assigned To:	Completed
1.	Sales Organization Provide an organization chart for the sales and client success teams with email and phone contact information.
2.	Partner Training Schedule on-line training to provide a high level overview of GRMS’ services with Partner’s management, salespeople and client success team. Emphasize the goal is to “introduce” not “sell” GRMS.
3.	Create co-branded Flyer and co-branded Website Page Provide GRMS with an EPS format logo and contact information (address, email and phone number) for an electronic co-branded flyer. A co-branded website page can also be created.
4.	Partner’s Website Possibly add a description of GRMS’ services to Partner’s website.
5.	Partner Webinar Schedule a webinar for Partner’s clients and prospects to introduce an overview of GRMS’ Supplier Risk Assessment Programs.
6.	First Referrals Identify 5 existing clients we can approach together within the first 60 days.
7.	Monthly Status Calls Schedule monthly status calls for the first 12 months.
8.	Partner Conference (if applicable) Determine most effective way to promote partnership during conference (i.e. speaking, break-out sessions, sponsorships and other marketing opportunities).
9.	Additional Discussion Points A Lead becomes a referral after the Discovery call White Papers Salesperson’s page for their deck What is salesperson’s commission?

Should you have questions regarding this information, please contact your GRMS Referral Partner Implementation Manager.