Can you share your full customer list?
A customer list is confidential, and a stranger should not be asked for one at this stage. If the partnership depends on customer overlap, describe the kind of customer and agree on a method later.
Sales & MarketingForms
Partnership inquiry form: qualify the partner before the first call
A partnership inquiry form invites a business to start a conversation about working together, so it should capture who they are, what kind of partnership they want and what they would bring to it. It should not collect confidential material such as customer lists, financial statements or bank details, because those belong to a later and controlled step. The key judgement is that the form opens a conversation and does not create a partnership, and the page should say so.
Questions to leave out
Information to keep out of a first partnership form
What are your bank details for commission?
Commission terms are agreed later, in writing. Bank details collected through an open form are a security risk for both sides.
Do you accept our exclusivity terms?
Exclusivity is a term to negotiate in conversation, not a checkbox on a first form. Ask which market they cover and let the terms follow from that.
Field blueprint
Fields that sort partners by the kind of deal they want
| Field | Type | Required | Why you ask it |
|---|---|---|---|
About your business | Section header | Identifies the company before the partnership-specific questions begin. | |
Company name | Short text | Required | The public name the business trades under. Check the spelling against the company's own website. |
Contact name | Short text | Required | The person who can discuss the deal. This may differ from whoever fills in the form. |
Work email | Required | The address for the reply. A company address helps the reply reach the right people and is easier to check. | |
Website | Short text | Optional | Shows what the business sells and to whom before you reply. |
The partnership | Section header | Starts the section that decides which kind of conversation to have. | |
Which kind of partnership are you interested in?Reseller: you sell our productReferral: you introduce customers to usCo-marketing: we promote something togetherSomething else | Single choice | Required | Reseller, referral and co-marketing deals run on different terms, so this answer decides which conversation comes next. |
Who are your customers?Small businessesMid-sized companiesLarge enterprisesPublic sectorNonprofitsA mix of these | Dropdown | Optional | Shows whether your customers overlap with the ones you already serve, which matters for referrals and joint marketing. |
Regions you sell or support in | Short text | Optional | Some partnerships are limited by where the partner can sell or support customers. Name the countries or states. |
What would you bring to the partnership?Customers, a sales channel, a skill or a service. | Long text | Required | A partner should say what they add, not only what they want from you. Vague answers slow the conversation. |
What outcome do you hope for? | Long text | Required | Names the result you both need to see. Keep it to one or two outcomes, such as referred leads or joint content. |
Customers you could refer or sell to each month (estimate)A rough number is fine. Leave blank if you are not sure. | Number | Optional | An estimate is enough to judge whether a conversation is worth scheduling. Label it as an estimate in your notes. |
I understand this form starts a conversation and does not create a partnership or agreement.I understand | Multiple choice | Required | States the limit of the form at the moment someone submits it, so a submitted inquiry is not mistaken for a signed deal. |
Try it
Preview the partner form before you share it
After a response arrives
What happens when a partner inquiry arrives
Inquiries are saved, then a scheduled job handles them
Each inquiry is saved, and the scheduled job that handles them runs hourly in production. The creator is notified after that run, so the first look at a new inquiry may come a little later than the submission.
Read each inquiry in the grid
Open every inquiry in the submissions grid. Export a CSV when your partnerships team needs a list, and share the export only with people who need the contact details.
Track partners that need several steps
Switch on the Customer Care option for partner conversations with several steps or more than one person involved. Each inquiry then becomes a case that carries the priority, tags and assignees you chose in form settings.
Reply with a next step, not a verdict
Answer with a next step, such as a short call or a request for a written outline of the partnership, rather than an answer on the form's content alone. The decision belongs to the conversation that follows.
Mistakes to avoid
Three partnership inquiry mistakes that waste both sides' time
Using one form for every kind of partner
A reseller and a referral partner want different things from you. Ask the partnership type first, and keep the questions that follow relevant to it.
Calling the form an application
Words like application and approval suggest a selection process you have not agreed to run. Call it an inquiry or an introduction, which describes what it is.
Leaving the reply window unstated
A partner who submits and hears nothing for weeks may assume the answer is no. Say how long a reply usually takes and what the reply will contain.
Frequently asked questions
What should a partnership inquiry form ask?
Ask who the business is, what kind of partnership it wants, what it would bring and what outcome it hopes for. Keep confidential material, bank details and exclusivity terms out of the first form, because they belong to the conversation that follows.
What is the difference between a partnership inquiry and a sponsorship request?
A sponsorship request asks for money or in-kind support for an event, cause or program, usually on terms the sponsor sets. A partnership inquiry asks whether two businesses could work together, which can include resale, referrals or joint marketing. If the request is about an event, use a sponsorship form. If it is about working together, use this one.
Is there a partnership inquiry form template?
The field list above can be copied into a document or a form tool. Change the partnership types to match the deals you actually offer, and remove any type you would not agree to, so people do not inquire about something that does not exist.
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How to build it
Choose a category and a form type in the wizard. Answer three Atty Suggestions questions, then give the form a title. Atty builds the fields in the background. Edit the fields and ask Atty to refine them, then publish and share the /f/ link.
