Head of Partnerships · 2026
90-Day
Partnerships Plan
Leveraging on Key Existing Tools to Build a Scalable Affiliate and IB Engine.
The 90-Day Plan
3 phases. One scalable engine.
Days 1–30
Set the Foundation
- Audit existing partnerships stack
- Outreach and lead distribution
- BDM onboarding program
Days 31–60
Activate & Convert
- BDM tools for partner conversion
- CRM & Tableau performance tracking
- Co-branded PPC for partner traffic
Days 61–90
Scale & Optimize
- Data-driven team optimization
- Launch Academy: Partner As A Service
- Monitor team through OKR
Five Steps
One optimised workflow for every BDM, from first contact to scaled revenue.
Step 01
↓
Outreach
Identify and qualify IBs at scale through a semi-autonomous pipeline. Scrape, score, engage, route. One junior PAM runs the machine.
Step 02
↓
BDM Onboarding
30-day ramp covering product, compliance, IB archetypes, CRM discipline and negotiation. Every BDM hits the ground with the same foundation.
Step 03
↓
Toolbox
Materials, IB comms (email, Telegram, BDM), PPC on their behalf, custom co-branded landing pages, merch and incentives, trading competitions, responsive partner support.
Step 04
↓
Monitoring
Stage-by-stage funnel dashboards per BDM. Identify exactly where each BD loses across leads, SQLs, deals, activation and retention, and intervene before it's too late.
Step 05
↓
Growth
Help BDMs multiply on two axes: more IBs in the network, and higher P&L per IB. New talent pipeline, VIP programme, sub-affiliate leverage and coaching loop.
Step 1 · Outreach
From blocked manual hustle to a semi-autonomous pipeline machine. One junior PAM runs the machine. Senior team closes the deals.
Automation Layer
Lemlist
Apollo.io
Outreach.ai
multi-channel sending
Channels
LinkedIn
Instagram
Email
TikTok
Telegram
X
replies received
Human Agent
HA
Junior PAM · Receives & Qualifies
Scores each reply · assigns priority · routes to the right person in ZOHO
Routing
High-score
BDM
Deal negotiation & close
Mid-tier
PAM
Partner onboarding & activation
Cold
Nurture
Junior PAM sequence
Pipeline
Scrape
01
Keyword-based scraping → CRM (ZOHO). AI enrichment + lead score. Geo and language tagged automatically.
Engage
02
Junior PAM manages automated sequences via Lemlist / Apollo. Email + TG/WA via 3rd-party integrators. AI engages until lead responds.
Route
03
Lead scored on opportunity size, geo, language, partner type → auto-assigned to right PAM or BDM in ZOHO.
Close
04
High-score → BDM for deal negotiation. Mid-tier → PAM for onboarding. Routing logic owned by junior PAM.
Pipeline KPIs
Reply rate
15%+
Target minimum
SQL rate
30%+
Of replies qualified
Response time
<24h
All inbound leads
Machine owner
Junior PAM
Senior team closes
Geo Priority Map
India
Focus
Pakistan
Focus
South Africa
Focus
Vietnam
Discovery
China
Discovery
LATAM
Discovery
MENA
Discovery
Indonesia
In analysis
Step 2 · BDM Onboarding
Everything a Business Development Manager needs to hit the ground running education, systems, and the right framing to build trust with IBs from day one.
30-Day Ramp Competency Tracks
Know the House
Week 1
- Company knowledge & brand positioning
- Compliance essentials & regulatory context
- Full product fluency platform, features, edge
Know the IB
Week 2
- Partnerships knowledge IB types, archetypes, deal structures
- Client lifecycle: acquisition → activation → retention
- Customer operations & CX (CellXpert) platform fluency
Build the Skill
Weeks 3–4
- Analytical diagnosis read CRM data, spot underperformers
- Relationship skills pitching, negotiation, trust-building
- Operational discipline ZOHO, pipeline hygiene, reporting
Advanced Tracks Post-Ramp
Campaign Craft
How to co-build campaigns with IBs using the toolbox. Asset request process, geo-specific angles, launch checklist.
Marketing Expertise
Core paid media literacy understanding CPA, conversion funnels, tracking. Enough to speak the language of performance-marketer IBs.
BDM/PAM Hand-Off
Clean deal handoff protocol. ZOHO deal stage, IB brief, deal terms. No IB should feel the transition. PAM activation starts within 48h of sign.
Step 3 · Partner Toolbox
The biggest current gap prioritised for Day 1–30. BDs are not marketing-oriented: the toolbox must require zero marketing knowledge to deploy.
7 Programs · IB Partner Toolkit
01
Marketing Materials
02
IB Communication
03
PPC on Their Behalf
04
Co-branded Landing Pages
05
Merch & Incentives
06
Trading Competitions
07
Responsive Partner Support
08
Final Stage: Academy
What Makes a Great BDM
Tools, pipeline and data only go so far. What separates a good BDM from a great one is mindset. Three things need to be second nature before anything else kicks in.
Close Every Lead
The first job is conversion. Every lead that enters the pipeline should be treated as a deal to close. That means tracking every conversation, following up consistently, and measuring one number above all others: how many leads became active accounts on Sell Expert.
Think Like a Media Buyer
A great BDM looks at their IBs the way a performance marketer looks at channels. They spot which influencers have the right audience to scale, they know when PPC amplification will work, and they act on it. Growth potential is visible if you know what to look for.
Educate to Activate
The volume a final client trades is directly tied to how well they understand the product. A BDM who invests time in helping their IBs build an educational layer, whether it is a video series, a signal service or a clear onboarding flow, creates compounding trading volume over time.
Step 4 · Monitoring
Know exactly where each BDM is in the funnel, why a partner is underperforming, and at which stage to intervene before it's too late.
ZOHO CRM
→
Lead & Deal Data
→
IB Activation Data
→
FTD & Revenue Feed
→
BDM Performance Dashboard
| BDM | Leads | IBs | Rate | FTD/IB | Rev/FTD | MoM | Status |
|---|---|---|---|---|---|---|---|
|
MT
Marcus T.
India · EN/HI
|
82 this month |
24 IBs signed |
29% |
7.2 |
$180 |
↑ +18% | VIP |
|
SK
Sarah K.
South Africa · EN
|
61 this month |
15 IBs signed |
24% |
5.8 |
$145 |
↑ +7% | Active |
|
PM
Priya M.
Vietnam · VI/EN
|
38 this month |
11 IBs signed |
28% |
4.4 |
$130 |
— New | Growing |
|
DC
David C.
LATAM · ES
|
54 this month |
13 IBs signed |
24% |
5.0 |
$115 |
→ +2% | Active |
|
JL
James L.
Pakistan · UR/EN
|
45 this month |
8 IBs signed |
17% |
3.1 |
$92 |
↓ −12% | Review |
Identify What Works
Every strong conversion rate or FTD pattern is a signal worth replicating across the team.
Real-Time Performance Tracking
No waiting for quarterly reviews. Each BDM's performance is visible and actionable in real time.
Set the Benchmark
Define what good looks like, what average looks like, and where the performance floor is set.
HR Data-Driven Decisions
Toolbox and onboarding create the best conditions to succeed. Those who cannot reach the benchmark are replaced. Future BDM recruitment is driven by precise metrics, not intuition.
Step 5 · Growth
Three things define a great BDM in this business: the ability to convert leads into active accounts, a performance marketing eye to identify and amplify the right influencers, and an educational mindset that drives real trading volume for every client.
Influencer / IB Growth Workflow
PrimeXBT
PPC Amplification
Buy ad space to grow their public audience at scale
PrimeXBT
Conversion Boost
Co-build a better offer and landing page to lift FTD rate
Public Channel
YouTube · TikTok · Instagram · X
Content Creation
↓
Private Group
Telegram · Discord · WhatsApp
Audience Capture
↓
Website / Offer
Landing page · Signal · Newsletter
Conversion Point
↓
PrimeXBT
Registration + Deposit via IB link
FTD Generated
More FTDs
Higher volume × Higher P&L per IB
Growth is a compounding function
More IBs in the pipeline × higher P&L per IB = exponential channel output. Both axes must move together. A large weak network and a tiny strong network both underperform.
90 Day Success Metrics
Measuring Success. Setting Internal Quantitative Targets Prior to Board's Presentation.
Days 1–30
Set the Foundation
OKR: Build a fully operational outreach and onboarding engine.
- Outreach sequences live on Lemlist / Apollo across all channels
- Reply rate 15%+ on cold outreach
- SQL rate 30%+ of replies qualified
- 50+ qualified leads in ZOHO pipeline per BDM
- All BDMs through week-1 onboarding ramp
- Lead→IB baseline conversion rate established in dashboard
- 100% ZOHO deal stages populated and tracked
Days 31–60
Activate and Convert
OKR: Turn the pipeline into active, producing IBs.
- Lead→IB conversion rate 20%+
- Avg FTDs per IB 4+ per month
- 100% of active BDMs using full toolbox
- Co-branded marketing materials delivered to all active IBs
- First PPC campaign live in at least 2 priority geos
- ZOHO monitoring dashboard live, all BDMs tracked weekly
- BDM performance benchmark defined (top / mid / underperformer)
- Inbound response time under 24h across all channels
Days 61–90
Scale and Optimize
OKR: Compound performance through data, people decisions and growth programs.
- Lead→IB conversion rate 25%+
- Avg FTDs per IB 6+ per month
- 3+ BDMs hitting VIP-tier pipeline (5+ FTDs/month/IB)
- Revenue per FTD benchmarked and growing MoM
- Academy: Partner as a Service program launched
- First data-driven HR decisions made on BDM performance
- Next BDM recruitment brief written from benchmark metrics