
Customer Case Study
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A partnership proposal fails when it talks mostly about the sender and leaves the economics to be agreed later. This template leads with the problem both companies share, sets out goals with measures, shows what each side brings, explains the model, puts real numbers on the commercials and ends with a small, concrete ask: a six-month pilot.
The sample follows Lindenhurst Solutions, a fictional scheduling software company, proposing a reseller pilot to Calder & Finch Consulting. It shows 27 shared clients, a 25% reseller margin, a £60,000 pilot minimum and a three-client trial that beat budget by £8,500. Replace the problem, assets, margin and 90-day owners with your own.
Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.
Replace the opportunity text with the specific customer problem both companies see, and update the shared goals.
Enter your commercial model on the model and commercials pages: margin, referral fee, pilot minimum and costs.
Set the first 90 days of activity with a named owner on each side, plus the review date at which either side can stop.
Delete the guide page, then share the proposal or present it.
No. Lindenhurst Solutions, Calder & Finch Consulting, their people and every figure in the proposal are fictional sample data. Replace them with your own.
A pilot lowers the partner's risk and lets both sides test lead sharing and margin with real clients. The sample uses six months with a review at 90 days.
Yes. Keep the structure and swap the reseller model for tiers, reach and impact measures, with the contribution and reporting cadence on the commercials page.

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