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Business Partnership Application & Fit Screener

A structured intake for companies applying to become resellers, affiliates, referral partners, or integration partners — capturing company profile, audience overlap, and resource commitment, with an AI follow-up that probes the real motivation and strategic fit behind the application. Built for partnerships and business development teams screening inbound applicants.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

15 questions · ~8 min
Q01
Message

Thanks for your interest in partnering with us! This application takes about 6-8 minutes and helps our partnerships team understand your business and how we might work together. A few questions, then a short AI conversation about your goals.

Q02
Short TextRequired

What is the name of your company or organization?

Q03
Short TextRequired

What is your company's website or primary online presence (LinkedIn page, app store listing, etc.)?

Q04
EmailRequired

What's the best email address for us to follow up on this application?

Q05
Multiple ChoiceRequired

Which type(s) of partnership are you applying for?

  • Reseller / channel partner
  • Referral partner
  • Affiliate partner
  • Technology or product integration
  • Co-marketing partner
  • Not sure yet
Q06
Dropdown

Which industry best describes your business?

  • Software / SaaS
  • Professional services / consulting
  • Agency (marketing, creative, or design)
  • Retail / e-commerce
  • Financial services
  • Healthcare
  • Education
  • Manufacturing / distribution
  • Other
Q07
Multiple ChoiceRequired

Roughly how many customers or active users does your business currently serve?

  • Fewer than 100
  • 100-1,000
  • 1,000-10,000
  • 10,000-100,000
  • More than 100,000
Q08
Opinion ScaleRequired

How closely does your customer base align with the target market for (Replace with your company name)'s product? (Template note: reword to reflect your actual target segment before launching.)

Scale: 1 – 5
Min:Not aligned at allMax:Extremely well aligned
Q09
Multiple ChoiceRequired

Do you currently have active partnerships with other companies serving a similar space?

  • Yes, with a direct competitor of yours we'd overlap with
  • Yes, with complementary (non-competing) companies
  • No, this would be our first partnership like this
Q10
Point AllocationRequired

If this partnership moves forward, how would your team likely allocate its effort across these activities? Distribute 100 points based on where you'd realistically invest time.

  • Co-marketing (content, events, campaigns)
  • Direct referrals to your customers
  • Product or technical integration work
  • Joint or assisted selling
Allocate 100 points
Q11
AI Interview

Probe why this applicant wants to partner with us specifically rather than a competitor or going alone, and what problem this partnership solves for their own customers. Anchor on their stated partnership type and effort allocation — ask them to walk through a concrete scenario of how a deal or referral would actually flow between the two companies. If they mentioned an overlapping or competing partnership, dig into how they'd avoid channel conflict; if their alignment rating was low, ask what would need to be true for it to be a stronger fit.

Q12
Multiple Choice

What's your ideal timeline to launch this partnership if approved?

  • As soon as possible
  • Within the next quarter
  • Within the next 6 months
  • No specific timeline yet
Q13
Multiple Choice

How did you hear about our partner program?

  • Referral from an existing partner
  • Our website or documentation
  • Social media or online ad
  • Industry event or conference
  • Outreach from your team
  • Other
Q14
Multiple Choice

Which best describes your role at your organization?

  • Founder / executive leadership
  • Business development / partnerships
  • Sales
  • Marketing
  • Product / engineering
  • Prefer not to say
Q15
Message

Thank you for applying! Our partnerships team will review your application, including your AI conversation, and reach out within 5-10 business days with next steps.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Goes beyond static intake fields with an AI follow-up interview that specifically probes why the applicant wants to partner with this company rather than a competitor, surfacing real motivation instead of just self-reported answers
  • Captures structured business-fit signals — partnership type, industry, customer base size, audience overlap rating, existing similar partnerships, and how effort would be allocated — giving partnerships teams comparable data across applicants
  • Includes role and timeline questions so BD teams can quickly triage decision-makers from gatekeepers and prioritize by launch readiness
  • Transparent prompts and automated quality scoring mean reviewers can see exactly what the AI asked and get a scored, auto-generated report per applicant instead of manually reading free-text answers

Jotform

Charity Partnership Application Form Template

A fielding-ready static form template, but built specifically for nonprofit/charity partnership intake rather than business reseller, affiliate, or integration partner screening. It covers basic applicant details and can be customized, but lacks any strategic-fit probing built for commercial BD use cases. Best treated as a starting point to heavily rework rather than a direct fit.

What it does well

  • Ready-to-use drag-and-drop form builder
  • Easy to customize fields and branding
  • Free tier available for basic use

Where it falls short

  • No adaptive follow-up questioning — all fields are fixed and static
  • Charity-specific framing, not built for reseller/affiliate/integration partner screening
  • No automated scoring or fit-report generation for reviewers

SurveySparrow

Partnership Application Form Template

A conversational-style static form for generic partnership applications, closer in spirit to our use case than most alternatives. It likely captures basic company and contact details in an engaging chat-like UI, but appears to rely on fixed multiple-choice and text fields rather than any dynamic probing of motivation or fit. No indication of quality scoring or per-applicant reporting.

What it does well

  • Conversational one-question-at-a-time UI improves completion rates
  • Generic partnership framing is broadly reusable
  • Templated for quick deployment

Where it falls short

  • No AI-driven follow-up to probe motivation or strategic fit — questions are pre-set
  • No automated per-response quality scoring
  • No published methodology on how questions were validated or scored

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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