New Partner Onboarding

Freshworks' approach to successful and seamless partner onboarding meetings

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Rajiv Ramanan
Director, Startup Program and Alliances


  • Introduce/greet attendees
  • Outline the agenda items 

Value proposition

  • Introducing your company and the products/services you provide 
  • Ask the partner to introduce their company and the products/services they provide
  • Discuss synergies and value proposition


  • Identify owners for a relationship at both ends
  • Draft joint business plan with owners and timelines. This should include an agreed-upon vision of success, steps required to achieve success, timeline, communication or reporting agreement etc


  • Setup follow up cadence, date and meeting

How to use this template

Establishing partnerships is one of the most rewarding aspects of business development. But it's also one of the most difficult; identifying ideal relationships can be tricky. Find the right fit with this adaptable partnership discovery template. Our meeting note template takes the work out of the partnership discovery process with the following features:

  1. Flexibility
  2. Sharing
  3. Accountability

Every partnership is different in its advantages and objectives. With this customizable partnership discovery template, you can capture the unique nuances of each possible collaboration. Tailor it to clarify and gain the information you need to understand one another better.

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