Partnership research checklist for Recruiters

This is the partnership research checklist adapted for recruiters. It exists because spending too much time on admin, and the checklist below is the shape that actually survives contact with how recruiters work day to day.

What this checklist is for

Purpose: qualify a partnership candidate before the first meeting. For recruiters specifically, the value is that it turns a recurring admin task into a 5-minute repeatable artifact. This isn't a generic template - the items below are tuned for recruiters and the tools they actually live in.

The partnership research checklist (checklist)

• Company snapshot (size, stage, traction)
• Overlap analysis (shared customers, complementary product)
• Incentive structure (revenue share, co-marketing, integration)
• Decision-maker map (who decides, who blocks)
• First-meeting goal (intro, scoping, term sheet)

Adjustments for recruiters

recruiters typically live in . That changes how this checklist runs:

• Pull the inputs from the apps recruiters actually use, not generic SaaS exports.
• Anchor on recent activity in the prospect or company - it's the highest-signal field for this role.
• Skip items that don't apply to your weekly cadence; this is a starting shape, not a contract.

The most common way to mess this up

Skipping the overlap analysis - a partner with zero shared ICP is a logo, not a partnership. For recruiters, this shows up as spending the saved time on more admin instead of higher-leverage work. Build the checklist into your week, not as a one-off.

How Strawberry runs this checklist

Strawberry maps mutual customers from public sources, your CRM, and LinkedIn in one pass - so the first meeting is already scoped. For recruiters, Strawberry uses your live tabs and connected apps - so the checklist is filled with your real context, not a placeholder.

When to use this, when to skip

Use this checklist when the work recurs (weekly, per-prospect, per-meeting). Skip it when the situation is novel and judgment-heavy - the checklist is a baseline, not a substitute for thinking.

Caveats

Strawberry holds back on sending email, updating CRM records, or changing shared systems until a human approves the action. Treat the agent as a fast first-draft author, not an autopilot.