Features & Benefits
Business Planning – Plan of Action
Plan of Action – Business Planning
Instead, it is recommended to create a Plan of Action, created with the partner every quarter, showing one thing to do per month to promote the product. If your partner works with 20 vendors–you’re fortunate to get even one promotion per month!
The Chanimal Partner Portal includes an example page, a business plan of action templates, an agenda, instructions, and videos on how to create these. They should be completed with the partner and then attached to the account within your CRM, and the monthly action item follow-up added to your CRM calendar.
Click HERE for an example of a plan of action in practice. Chanimal University explains how to conduct these meetings.
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