1. Strategy
1.1. Homeowner Lifecyle
1.1.1. Insurance
1.1.1.1. Credible
1.1.2. HomeSecurity
1.1.2.1. Vivint
1.1.3. Builders
1.1.4. Move UX
1.1.4.1. Move Guru
1.1.4.2. Updater
1.1.5. `Home Repair
1.1.6. Appliances
1.1.6.1. Lowes
1.1.6.2. Home Depot
1.1.7. Home Decor
1.1.7.1. WayFair
1.1.8. Furniture
1.1.9. Financial Planning
1.1.9.1. Home Value
1.1.9.1.1. ala Homebot
1.2. Associations
1.2.1. Underserved Communities
1.2.2. cross Reference corrollaries
1.3. Drive Quality Leads
1.3.1. Credit Incubation
1.3.2. Credit Unions
1.3.3. Builders
1.3.3.1. NAF alliances
1.3.3.1.1. Offers package to Consumer
1.4. Opps from Current Clients
1.4.1. OLA
1.4.1.1. Increase Retention/Repeat business
1.4.1.1.1. Immediate rev increase
1.4.1.1.2. Continued Rev increase
1.4.1.2. Hyper Local digital /Mobile app presence
1.4.1.2.1. Tools
1.4.1.2.2. updates
1.4.1.2.3. Co brand with local Agents?
2. Practice
2.1. Sales Stages
2.1.1. NDA
2.1.1.1. Inputs
2.1.1.2. Outputs
2.1.2. Discovery
2.1.2.1. NAF Stock Assets
2.1.2.1.1. Product/Feature Deck
2.1.2.1.2. Discovery Prompts
2.1.2.2. Inputs
2.1.2.2.1. Partner Assets
2.1.2.2.2. Stock: Product and Features Slide deck
2.1.2.2.3. Fill and Submit a Product Request Form on MST
2.1.2.3. Outputs
2.1.2.3.1. MST Site Setup
2.1.2.3.2. PreSale Assets
2.1.2.3.3. Meeting Notes/Recordings
2.1.2.3.4. Proposals prepared
2.1.3. Analysis
2.1.3.1. Inputs
2.1.3.1.1. Products Features
2.1.3.1.2. Financials
2.1.3.1.3. Partner Contacts
2.1.3.1.4. Project Charter
2.1.3.2. Outputs
2.1.3.2.1. Sales Engineering if needed
2.1.3.2.2. Delivery Teams Notified
2.1.3.2.3. NAF Contacts
2.1.3.2.4. Partnership Product Added to RoadMap
2.1.3.2.5. Identify: Risks and Blockers
2.1.4. Negotiation
2.1.4.1. Inputs
2.1.4.1.1. Draft Legal Terms
2.1.4.1.2. Draft Workflow
2.1.4.1.3. Timeline
2.1.4.1.4. Final Economic Model
2.1.4.2. Outputs
2.1.4.2.1. PM produce Feature Requests
2.1.4.2.2. Delivery Teams
2.1.4.2.3. Project Kick off internal
2.1.4.2.4. Final Legal terms agreed
2.1.5. Finalize
2.1.5.1. Inputs
2.1.5.1.1. Fully Executed Signed Legal Agreements
2.1.5.1.2. Project Kick Off - w/Partner team
2.1.5.2. Outputs
2.1.5.2.1. Project Tracking
2.1.5.2.2. Delivery teams
2.1.5.2.3. Timeline
2.2. Roadmap/Program
2.3. Implementation
3. Products
3.1. Type
3.1.1. Outbound NAF to Partner
3.1.1.1. Top line Revenue Growth
3.1.1.2. Features
3.1.1.2.1. Connect with ALL NAFs Consumer segments
3.1.1.2.2. Select 1 or more
3.1.1.2.3. Add On: send milestone updates to Partner
3.1.1.2.4. ** Add on API Integrations/automations
3.1.2. Inbound Partner to NAF
3.1.2.1. CO$T
3.1.2.1.1. ROI calcs required
3.1.2.2. Features
3.1.2.2.1. Call Transfer to NAF
3.1.2.2.2. Email Template
3.1.2.2.3. Co Branded Landing Page
3.1.2.2.4. Lead Capture form
3.1.2.2.5. Post to LPS API
3.1.2.2.6. Enter via Partner Portal
3.1.2.2.7. Reporting back to Partner
3.2. Dependencies
3.2.1. Degree of Deviation from Features
3.2.2. Threshold Product size
3.2.3. Confident of $500K Annual
3.2.4. Legal Terms
3.2.5. Economic Terms
3.2.6. Related Product Capacity for New Partner Features
3.3. Pre Sales Assets
3.3.1. Outbound
3.3.1.1. Call Campaign Design
3.3.1.1.1. Trigger
3.3.1.1.2. Script
3.3.1.1.3. Flow options
3.3.1.2. Email Campaign Design
3.3.1.2.1. Template email design and content
3.3.1.2.2. Cadence configuration
3.3.1.3. CBLP template
3.3.1.3.1. copy paste prospect partner logos
3.3.1.3.2. Add partner site content
3.3.2. Inbound
3.3.2.1. UXD provide
3.3.2.1.1. Template
3.3.2.2. Process per Partner
3.3.2.2.1. Save Tenplate as new partner name
3.3.2.2.2. Add logo
3.3.2.2.3. Add pics
3.3.2.2.4. Add Above the fold Text
3.3.2.2.5. Configure CTA button
3.3.3. Slide Deck
3.3.3.1. Features for Inbound vs Outbound
3.3.3.1.1. Feature Value Props
3.3.4. Adobe XD mock up