Our proposed plan of action summary would be as follows: Initial Consultation, Research, Report, Video Call and Meetings.
| Initial Consultation | Gain a deeper understanding of your company, its history, products, capacities, value proposition, market position, competitors, pricing, customer support etc.; Discussion on sales to-date with particular emphasis on types of end customers, route-to-market; Final agreement on target markets and time schedule; Collection and review of any marketing literature, specification and technical data sheets where relevant; Define your ideal partner; Understand the size of companies you expect; Which Market sectors they may operate in; Current products they may offer; Ascertain what makes your current best and worst partners; Exclusive/Non-Exclusive?; Geographic coverage; No. of partners envisaged per market; Exact role and responsibilities you expect them to fulfil; Support you will offer your partners; Milestones; Expected sales Year 1, 2, 3 and Detail any other requirements. |
| Research | After the initial consultation we will set to work on identifying likely candidates based on desk-based research, approach to personal contacts, relevant events, trade associations etc. We usually send details of a selection of initial potential companies for you to review and make sure we are on the right track before proceeding to complete the full research. |
| Report | We will deliver the short-list within the agreed time frame with the level of detail specified above for your review. We will assess each of the options and rank them in order of preference based on their capabilities, access to the market, interest levels etc. |
| Video Call | We finalise everything with a video call to go through our findings and discuss the merits of each candidate with you for your further consideration. |
| Meetings | After finalising the short-list, we will approach the companies to make video/face to face meetings for you to discuss directly with your prospective new partner. We facilitate the calls and further discuss with you on those we feel show the best potential to select your new partner. |

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