Idea Backlog

Working on partnerships means being pulled in to a lot of different conversations, and the backlog of potential areas to dive deeper is always growing. Use this section to park ideas/projects/potential partnerships that you want to come back to later. You can also use the

Internal Opportunity Form⁠

at the bottom to share with your team and let them submit ideas for partnerships. I use the “Validated” control to let me separate out ideas I’ve reviewed personally from ones the team submits.

You’ll also find an

External Partner Inquiries Form⁠

you can use to triage external potential partner inquiries. If you get an email or LinkedIn outreach, just send the a link to the form and it will show up in the inquiries section. If it’s something you plan to work on, you can add the Company/Contact/Opportunity to the

CRM⁠

section and update the status to Validated. If not, you can mark it as Rejected. The view below only shows you inquiries that need review, but you can always remove the filter to see all inquiries.

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Add Idea

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Validated:

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Idea Backlog

Idea Backlog

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Internal Opportunity Form

Internal Opportunity Form

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External Partner Inquiries

External Partner Inquiries

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External Partner Inquiries Form

External Partner Inquiries Form

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