Template library
Goal templates for partnerships and referrals
The Partnerships category in Sellinger's goal picker has 3 goals: referral partners, a check on openness to a joint arrangement, and vendor onboarding. This page shows the exact text and how to use each.
Published by Sellinger AI. Numbers and settings checked on 19 October 2026 against the fact register. Report an error.
What this category is for
Partnership goals do not ask for a sale. They aim at a short conversation about working together. That changes what the agent says: it should ask about the other party's clients and way of working before it talks about yours. All three goals avoid a hard sell, and they differ in the arrangement they test.
The 3 catalog goals, exact text
Build relationships with referral partners who already serve your ideal customers, and book a call to explore sending business both ways.
Gauge openness to a referral, co-selling, or white-label arrangement, and secure a brief ten-minute conversation to agree next steps.
Open vendor onboarding conversations with the people who control procurement. The goal is becoming an approved vendor, not an immediate sale.
What each goal does
| Goal | What it achieves | Watch for |
|---|---|---|
| Referral partners | Frames the contact as a two way exchange of referrals, not a sale. | Both ways is a promise. Be ready to send business back. |
| Gauge openness | Tests interest in three types of arrangement before asking for more time. | Offering three models can confuse. Cut the ones you do not run. |
| Vendor onboarding | Sets the target as an approved supplier status, which suits long buying cycles. | It needs a rule to hand procurement documents to a person. |
When to use these goals, and when not to
Use them when
- The other side already serves your ideal customers and could send you business.
- You have a model in mind, such as referral, co selling or white label.
- A person on your side will take the ten minute conversation.
Do not use them when
- You want direct sales. A partner goal will make the agent talk about collaboration instead.
- You have no partner terms ready, so a conversation would end with nothing to agree.
- You cannot send business back, because the first goal promises it.
How to add one in the app
- 1
Step 1
Open the campaign
Open the campaign's configuration drawer and choose the Goals tab.
- 2
Step 2
Open the picker
Click Templates. Goals are grouped by use case, and you can search them.
- 3
Step 3
Pick one and fill the blanks
Click a goal to expand it. These goals have no blanks, so you can click Use straight away.
- 4
Step 4
Use it
Click Use. The Add Goal dialog opens with the text and priority filled in. Edit the wording, then save with Add Goal.
What the data says
No outcome data yet. Sellinger has not measured results for this exact goal text, so this page makes no claim about replies, meetings or revenue. Measured campaigns are in the case studies.
Common questions
Is there measured data for partner outreach?
What is white label in the second goal?
Which persona suits these goals?
Sources and method
Goal text: the in-product goal template catalog, checked 2026-10-19. Steps: the campaign Goals tab and goal template picker in the app.
Related: Templates hub, Outreach rules, Use case: book sales meetings, Case study: referral network, Playbook: peer opener for referral networks.
