A stage-gated pipeline for partnership and BD opportunities — from first contact through signed and launched — so deals progress with clear owners instead of stalling in someone's inbox.
Founders and BD/partnerships leads managing a deal pipeline.
Quick answer
The Partnerships pipeline template is a ready-made workspace for Founders and BD/partnerships leads managing a deal pipeline.
Partnerships pipeline template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Partnerships
Integration partner: explore co-marketing
Next step: align on the joint customer story.
Reseller agreement: redline review
Launched partner: schedule the joint webinar
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
Deal moves to 'Negotiating'
Then
Set a next-step date and notify the deal owner
When
Deal moves to 'Signed'
Then
Create launch tasks and hand off to the launch owner
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
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