Partner activation plan & checklist
1 min read
A spreadsheet template for planning your activation timeline, plus the pre-launch checklist from the activation guide.
LiveVersion 1.0Updated 2025-01-13Relevant to Incumbent banks, Challenger banks, Accounting platforms, Payment providers & acquirers, Fintechs, Marketplaces & e-commerce
Use the spreadsheet to lay out your own activation timeline against the three phases below. The checklist reflects the pre-launch activities called out in the source activation guide. Treat it as a starting point, not an exhaustive project plan.
Pre-launch checklist (stage 1 of the three-stage framework in the activation guide)
- [ ] Co-branded press photos
- [ ] Press releases and media pitching
- [ ] Set up marketing automation (MA)
- [ ] Create and publish product web page
- [ ] In-app / platform content
Stage 2 (Launch) splits into a Partnership launch track (Partnership PR, Partnership social post) and a Product launch track (Product PR, Product social post, Product email, In-app message), see Launch. Stage 3 (Post-launch) covers marketing emails/campaigns, blog/SEO, organic and paid social, customer cases/testimonials, and other channels (SEM, events, broad marketing), see Post-launch.