Partner intake form template

One question sorts the visitor: reseller, consultancy, software company, or exploring a partnership. Each type answers its own short question, then everyone can book time with your partner team.

Use this template → Try the journey
At the booth template
12
questions in the template
4-5
answered by each person
4
paths through it
Booth formEvery plan, including Free
Try it

Try the journey

Tap an answer on the phone, or on the map: see which questions follow, and which are skipped.

Contact details

Work email, Full name, Company, Job title

On the phone now

Which describes your company?

4 answers

Where do you sell?

If We resell software

How many customers do you serve?

If We resell software

Which services do you offer?

If We are a consultancy or integrator

What would you like to integrate?

If We build software and want to integrate

What kind of partnership interests you?

If We are exploring a partnership

Meet our partner team

Times from your team

Consent

Permission to follow up

Gift code

The visitor collects their gift at the booth

Step 1

Your details

Work email

Full name

Company

Job title

Try it as a visitor
The questions

Every question, and why it is asked

Every partner sorted by type, with the regions, services or integration they bring, and a meeting with your partner team. Answers marked Example are yours to replace.

  1. 1

    Contact details

    Everyone

    Work email · Full name · Company · Job title, on one screen.

  2. 2

    Which describes your company?

    Everyone
    We resell softwareWe are a consultancy or integratorWe build software and want to integrateWe are exploring a partnership

    WhySends each partner type down its own path, to the right manager. A good booth-screen chart.

  3. 3

    Where do you sell?

    Example

    If We resell software

    Asia PacificEurope, Middle East and AfricaAmericas

    WhyOnly resellers are asked: matches them to your regional channel manager.

  4. 4

    How many customers do you serve?

    If We resell software

    Fewer than 5050 to 500More than 500

    WhyReseller size before the first call.

  5. 5

    Which services do you offer?

    Example

    If We are a consultancy or integrator

    ImplementationManaged servicesTraining

    WhyOnly consultancies are asked: which projects they can deliver.

  6. 6

    What would you like to integrate?

    If We build software and want to integrate

    WhyOnly software companies are asked: the integration they want, in their words.

  7. 7

    What kind of partnership interests you?

    If We are exploring a partnership

    Referring customersResellingA technology partnership

    WhyOnly those still exploring are asked: what kind of partner they could be.

  8. 8

    Meet our partner team

    Everyone

    WhyBooks a first call with your partner team on the spot. Add your hosts in the event.

  9. 9

    Consent

    Everyone

    I agree to be contacted about my request.

    WhyPermission to follow up on what they asked for.

Brief your reps

Hot, Warm or Cold at the gift handover

What each rating means for this template, so every rep rates the same way.

Hot

A reseller or consultancy in your target regions that booked a meeting.

Warm

A software company with a clear integration, or someone exploring referrals.

Cold

No clear fit yet.

Works well with

  • Chart "Which describes your company?" on the booth screen.
  • A team alert email to your partner team for every new partner.

What you will see

  • Partners by type and region.
  • Meetings booked with the partner team.
  • Integrations requested most.
FAQ

Frequently asked questions

How many questions does each person answer with the Partner and channel intake template?

Between 4 and 5 after their contact details, depending on their answers. Questions that do not apply are skipped.

Who sees which questions?

Reseller: 5 questions. Consultancy or integrator: 4 questions. Software company: 4 questions. Exploring a partnership: 4 questions.

Can I change the questions?

Yes. The template adds ordinary questions to your survey in Scaniam: edit, remove or reorder any of them, and replace the answers marked as examples with your own.

Can I add it to an event I have already set up?

Yes. In the survey builder, choose Templates. Questions your form already has, such as work email or consent, are kept and not added twice.

Is it free?

Yes. Every template is on every Scaniam plan, including Free.

Cookbooks

Step by step, at your next event

Capture leads at an event someone else runsScaniam works without any setup from the organizer.Read the cookbook Book follow-up meetings at the boothScaniam lets visitors book a time with your team before they leave.Read the cookbook
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Use this template at your next event.

On every plan, including Free. Add it to a new event, or to an event you already set up.

Use this template →