Finance Partnership Expansion Project
Budget: ₹12,500 – ₹37,500 INR
I run a fast-growing firm in the finance sector and I’m ready to deepen and scale the strategic partnerships that fuel our next phase of growth. Your task is to step in as a business-development executive, audit our current alliance landscape, and then design and execute a clear roadmap for forging new, high-value collaborations—think fintech platforms, regional banks, wealth-management boutiques, and data providers.
You’ll begin with a concise situational analysis: where our existing partnerships are working, where value leakage occurs, and which white-space opportunities should be tackled first. From there, I expect a prioritised target list, a lean outreach strategy (email cadences, call scripts, LinkedIn tactics, etc.), and a deal-progress dashboard built in the CRM of your choice—Salesforce, HubSpot, or even a well-structured Sheet if it delivers transparency.
Concrete deliverables
• Partnership landscape report with SWOT insights
• 15–20 pre-qualified partner targets ranked by strategic fit and revenue potential
• Custom pitch deck and one-pager tailored for the top three segments
• Negotiation framework including term-sheet templates and key risk mitigants
• KPI tracker that lets me monitor pipeline velocity, win rate, and projected ARR uplift
Acceptance criteria: every proposed partner must be supported by market data, each outreach asset should align with our brand guidelines, and the dashboard must surface real-time metrics without manual intervention.
If you have a proven record closing B2B finance partnerships and can back it up with numbers, I’m ready to review your plan and start immediately.
You’ll begin with a concise situational analysis: where our existing partnerships are working, where value leakage occurs, and which white-space opportunities should be tackled first. From there, I expect a prioritised target list, a lean outreach strategy (email cadences, call scripts, LinkedIn tactics, etc.), and a deal-progress dashboard built in the CRM of your choice—Salesforce, HubSpot, or even a well-structured Sheet if it delivers transparency.
Concrete deliverables
• Partnership landscape report with SWOT insights
• 15–20 pre-qualified partner targets ranked by strategic fit and revenue potential
• Custom pitch deck and one-pager tailored for the top three segments
• Negotiation framework including term-sheet templates and key risk mitigants
• KPI tracker that lets me monitor pipeline velocity, win rate, and projected ARR uplift
Acceptance criteria: every proposed partner must be supported by market data, each outreach asset should align with our brand guidelines, and the dashboard must surface real-time metrics without manual intervention.
If you have a proven record closing B2B finance partnerships and can back it up with numbers, I’m ready to review your plan and start immediately.