Grow & Expand
Co-market with Lyzr. Publish case studies. Renew and expand accounts. Advance your partner tier.
Checklist
- Publish a joint case study within 30 days of go-live
- Set up the 30/60/90-day customer onboarding runbook
- Apply for MDF if at Silver tier or above
- Use LinkedIn post templates for co-marketing cadence
- Run a renewal conversation at the 9-month mark using the renewal playbook
- Track your activity score and certification progress toward tier advancement
What done looks like
Recurring revenue growing, case studies published, tier advancing, pipeline compounding.
How to get there
Use the brand kit for co-branded materials — badge variants (Silver / Gold / Platinum) and usage rules. Publish case studies through the production pipeline (intake → interview → draft → publish). Use LinkedIn post templates and the email templates for ongoing outreach. Apply for MDF (Marketing Development Funds) — quarterly allocation based on your tier. Track your tier progress via the activity calendar and certification roadmap. For live customers, use the customer onboarding runbook (30/60/90-day checklist) and the renewal & expansion playbook.
Lyzr Partner badge variants (Silver / Gold / Platinum); usage rules
Brand Guideline PDF + Logos + Fonts. Strongest coverage on the register. Tier-variant badge artwork not yet created.
Tier scorecard
Live view of partner's 12-mo rolling score + tier + delta to next
Activity calendar
What activities to do each quarter to maintain/advance tier
Certification roadmap
Stack of certs (sales cert, SA cert, architect cert) + tier impact
Featured Partner directory listing
Profile on lyzr.ai/partners; appears once tier ≥ Silver
Co-branded one-pager template
Editable PDF / Figma with partner logo + Lyzr-lockup, vertical variants
One Pagers folder has Lyzr-only versions (16 sub-subfolders by vertical). Co-branded variant with partner logo lockup does not exist.
LinkedIn post templates
6 post templates + post-cadence guide
LinkedIn Banners folder has 2 cover-image variants — visual assets only, not post-text templates.
Email templates
Intro / demo-invite / post-POC summary / renewal-nudge
SDR Outbound Calling Script has cold-outreach variant; missing post-POC / renewal-nudge / demo-invite variants.
Case-study production pipeline
Intake → interview → draft → approvals → publish (assets handed back to partner)
Live, attributable Lyzr customer wins; vertical-tagged
One Pagers / Customer Proof/Testimonials folder in Drive.
Reference customer call programme
Formal opt-in mechanism where customers take prospect calls
MDF application form + criteria
Quarterly application; tier-bound budgets
Webinar / event co-production kit
Slot booking, deck template, joint-promotion checklist
Analyst-briefing co-delivery template
Joint Gartner / Forrester / ISG briefing prep
Partner Slack/Teams channel
Live channel per marquee partner (Lyzr + partner team)
Monthly partner newsletter
Roadmap updates, customer wins, programme updates, MDF announcements
Quarterly partner roundtable
60–90 min async-or-live group session by tier
Customer onboarding runbook
30/60/90-day post-sale checklist for the partner-managed customer
Renewal & expansion playbook
Scripts + checklists for the partner to run renewal/expansion convo
NPS / customer health questionnaire
Sample survey + benchmark data for customer-health bonus eligibility
Exit criteria — ready for ongoing growth
This phase is ongoing. Success = recurring revenue growing, at least one published case study, tier advancing quarter over quarter, and a pipeline of new deals sourced from existing customer referrals.
Tips
- A published case study is the single highest-leverage growth asset. Prioritise it over everything else in this phase.
- MDF is use-it-or-lose-it each quarter. Plan your campaign before applying.
- Tier advancement is driven by the activity score — joint case studies (500 pts) and closed deals (400–500 pts per $50K ACV) are the fastest path.