STEP 1 — PARTNER PROFILE - Strengths: Deep audit expertise, existing bank relationships. - Customer base: 50+ banks. - Gaps: No automation technology. - Alignment: High — their audits + our automation = complete solution. STEP 2 — CO-SELLING PLAYS - Joint value proposition: "Audit-ready compliance in half the time." - Target accounts: 10 mid-size banks with upcoming audits. - Deal motion: AuditPro leads audit, SentryGate leads automation. - Timeline: 30 days to first joint pitch. STEP 3 — ENABLEMENT ASSETS 1. Partner one-pager: Joint value proposition. Format: PDF. 2. Joint pitch deck: 10-slide outline. Format: Google Slides. 3. Objection guide: Top 5 objections + responses. Format: PDF. 4. Case study template: Before/after + metrics. Format: Google Docs. 5. Co-selling playbook: Roles, process, and KPIs. Format: Notion. STEP 4 — 60-DAY ACTIVATION PLAN - Week 1: Partner kickoff + one-pager. Owner: Channel lead. Metric: Partner aligned. - Week 2: Joint pitch deck. Owner: Marketing. Metric: Deck ready. - Week 3: Target account list. Owner: Sales. Metric: 10 accounts. - Week 4: First joint pitch. Owner: AE + Partner. Metric: 1 meeting. - Week 5-8: Repeat pitches. Metric: 5 meetings. - Week 9-12: Close deals. Metric: 1 joint deal. STEP 5 — PARTNERSHIP SCORE Revenue: 9/10. Alignment: 9/10. Improvement: Add a joint webinar to build credibility.