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SayPro Research Template for Partner Identification

This Partner Identification Research Template is designed to help SayPro participants systematically collect and evaluate information about potential partners in the wellness and lifestyle sectors. By filling out this template, you can ensure that each partner is assessed based on key criteria such as market relevance, audience reach, and potential partnership value.


Partner Identification Research Template


1. Partner Overview

  • Partner Name:
  • Website:
  • Location:
  • Industry/Category: (e.g., Wellness, Fitness, Nutrition, Personal Development, Lifestyle Brands)
  • Company Size: (e.g., Small, Medium, Large)

2. Contact Information

  • Primary Contact Name:
  • Title/Position:
  • Email Address:
  • Phone Number:
  • Social Media Handles: (List platforms, e.g., Instagram, Twitter, LinkedIn)

3. Market Relevance

  • Target Market:
    (Describe the demographics of the target market. For example, age range, gender, location, income levels, interests, etc.)
  • Market Alignment with SayPro:
    (Does the potential partner’s target audience align with SayPro’s wellness-focused readers and clients?)
  • Core Products/Services:
    (What are the main products or services offered by this potential partner? Are they relevant to SayPro’s wellness or lifestyle content?)
  • Unique Selling Proposition (USP):
    (What sets this partner apart from competitors? What value do they bring to the wellness or lifestyle industry?)

4. Audience Reach

  • Social Media Reach:
    • Instagram: [Number of Followers]
    • Facebook: [Number of Followers]
    • Twitter: [Number of Followers]
    • LinkedIn: [Number of Followers]
    • Other Social Channels: [e.g., YouTube, TikTok, etc.]
      (Add relevant platforms and follower counts for each.)
  • Website Traffic:
    (Include average monthly website visitors, or any known data on site traffic and engagement metrics.)
  • Email Subscriber Base:
    (If available, include the number of subscribers or mailing list reach for email campaigns.)
  • Influencer/Brand Collaborations:
    (Does the potential partner collaborate with other well-known influencers, brands, or industry leaders? How do these collaborations impact their audience reach?)

5. Content and Engagement

  • Content Type:
    (What types of content does the partner create? E.g., blog posts, videos, podcasts, webinars, social media campaigns, etc.)
  • Content Engagement Rate:
    (Do they receive high engagement on their content? List average likes, comments, shares, and views for typical posts or campaigns.)
  • Audience Interaction:
    (How does their audience interact with their content? Are there active discussions, comments, or shares on wellness topics? Does the partner engage with their audience through live events, challenges, or forums?)
  • Influence/Authority:
    (What level of authority does the partner have in the wellness or lifestyle space? Are they considered a leader or expert in their industry?)

6. Potential Partnership Value

  • Potential Synergies with SayPro:
    (What complementary strengths can this partner bring to the table? For example, wellness content expertise, audience engagement, innovative products, etc.)
  • Possible Joint Campaign Ideas:
    (List potential collaborative initiatives. Could the partnership involve co-branded wellness events, joint social media campaigns, content exchanges, product collaborations, etc.?)
  • Monetary Value:
    (Does the partner offer any immediate or long-term revenue opportunities? E.g., through sponsored content, affiliate marketing, product sales, or event co-hosting.)
  • Long-Term Growth Potential:
    (What is the long-term value of the partnership? Could this lead to further collaborations or the creation of new products and services together?)

7. Evaluation Criteria

  • Partner Alignment with SayPro’s Vision:
    (Does this partner’s values and vision align with SayPro’s mission to promote wellness and enrich lives?)
  • Ease of Collaboration:
    (How easy will it be to work with this partner? Consider their responsiveness, professionalism, and willingness to collaborate.)
  • Reputation and Credibility:
    (What is the reputation of this partner in the wellness and lifestyle sector? Are they well-respected by their audience and peers?)
  • Risk Assessment:
    (Are there any potential risks in collaborating with this partner? Consider factors like their past partnerships, public image, or any concerns about their products/services.)

8. Next Steps/Action Items

  • Follow-Up Actions:
    (What are the next steps? E.g., schedule a meeting with the partner, send a partnership proposal, or gather more data on their audience.)
  • Timeline for Engagement:
    (When should the next step be completed? Include any deadlines or milestones for pursuing this partnership.)

9. Researcher’s Notes

  • (Additional comments, observations, or relevant information that can help evaluate the partner further.)

End of Template


How to Use This Template:

  1. Conduct thorough research: Use social media, websites, industry reports, and public information to gather accurate data about each potential partner.
  2. Fill in the template: For each potential partner, systematically fill out the sections to evaluate them against the criteria important to SayPro.
  3. Analyze the data: Once the template is filled out, assess whether the partner aligns with SayPro’s goals, values, and wellness focus.
  4. Prioritize high-value partners: Based on the research, prioritize the partners that show the most potential for creating mutually beneficial relationships.

By using this Partner Identification Research Template, SayPro participants can streamline the process of evaluating and engaging with potential partners, ensuring that all relevant aspects are thoroughly considered.

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