Template library
Rule pack: partnerships and referrals
The Partnerships & Referrals pack in Sellinger's rules picker has 8 rules: 2 that aim at advisors, service providers and people with an engaged network in your niche, 2 that skip competitors and job seekers, and 4 that send terms, partnership questions, mutual connections and human requests to a person. This page shows each rule as written.
Published by Sellinger AI. Numbers and settings checked on 24 October 2026 against the fact register. Report an error.
What the pack is
Partner recruitment is relationship work: the agent can open it, but terms, fees and warm introductions belong to a person. The catalog's description of this pack is: build relationships with advisors and introducers, escalate concrete deal terms. It is one of 8 packs in the catalog.
It suits referral programmes and partner recruitment, where the agent opens the relationship and a person agrees the terms.
The 8 rules, exact text
| Group | Rule as written | What it does |
|---|---|---|
| Inclusion | Advisors and service providers who already serve our target customers | Aims at people who meet your buyers first. |
| Inclusion | People with an engaged audience or network in our niche | Adds introducers with reach. |
| Exclusion | Direct competitors and companies offering the same product or service | Avoids partnering with competitors by accident. |
| Exclusion | Job seekers and people looking for work | Skips people looking for a job, not a partnership. |
| Human review | Lead proposes collaboration terms, referral fees, or revenue share | Keeps commercial terms with a person. |
| Human review | Lead asks about partnership, reseller, or white-label opportunities | Routes structured partnership questions to the right owner. |
| Human review | Lead mentions a mutual connection, a referral, or knowing us personally | Lets a person handle a warm relationship personally. |
| Human review | Lead asks to speak with a human, a manager, or a specific person | Partners who want to speak to the founder or a partner manager get one. |
Rules worth adding in your own words
- Flag any partner who mentions a client by name, so a person handles the introduction.
- Skip partners who already work with a direct competitor on an exclusive basis.
- Hand over any question about co-branding or using your logo.
When to use this pack, and when not to
Use it when
- You recruit referral partners or introducers.
- A person can agree terms quickly when a partner is ready.
Do not use it when
- You are selling to the partner, not partnering with them.
- You have no partnership model to offer yet.
How to add the pack in the app
In the campaign's Rules tab, open the Templates button of a group, choose Use-case Packs, open Partnerships & Referrals and tick its rules, then Add. Repeat for each group. The B2B SDR pack page shows the steps in detail.
What the data says
No outcome data yet. Sellinger has not measured what this pack changes in reply or meeting rates, and this page claims nothing. The catalog was built from an analysis of real customer rules; that is a statement about how it was written, not about results.
Common questions
Is there a published referral network campaign?
Does the agent agree referral fees?
Is there a matching persona?
Sources and method
Rule text and pack membership: the in-product rule template catalog (frontend/src/lib/rule-templates.ts, RULE_PACKS), read 24 October 2026. Group meanings: the Rules tab help text in the app.
Related: Templates hub, Persona template: partnerships, Peer opener playbook, Referral partner outreach.
