Partnership Call: The Questions and Terms to Keep in View
Updated 2026-11-01 · 2 min read
This rail is for a first call with a company you might partner with, like a referral deal or an integration. Both sides are working out what they'd get, and the call drifts if nobody says it out loud. Keep the overlap and the terms you'd offer on cards, so it ends with a next step.
The rail
Why we're talking
- How this came up: [intro or event]
- Today: see if there's a fit, then agree a next step
- We have [30] minutes
What we do
- One line: we help [customer type] get [result]
- Who we sell to: [customer type]
What they do
- Who are your customers, and what do they buy from you?
- What are you working on this year?
- Who runs partnerships on your side?
Where we overlap
- Customers we both sell to: [customer type]
- What they'd get from us: [value]
- What we'd get from them: [value]
How it would work
- Type: referral, integration or resale
- Who does what: [split]
- Start small: a pilot with [number] customers
Revenue share
- Terms we'd offer: [percent] for [term]
- How deals get tracked: [method]
- Ask how they've set this up with other partners
What could slow it down
- Legal or security reviews: [steps]
- Who has to sign off: [person]
- NDA needed before sharing [roadmap or numbers]?
- Exclusivity: are they asking, and would we agree?
Next step
- An owner on each side: [person] and [person]
- Draft terms or a one-pager by [day]
- Follow-up call on [date]
How to use this rail
- Copy the rail. Press Copy this rail. It copies every card as text, with a heading on each one.
- Paste it into a new note in GlideRail. GlideRail spots the headings and offers to split the text. Press Split into sections: the rail's name at the top becomes the note's name, and each card heading becomes its own card.
- Fill in the brackets. Decide the terms you'd offer before the call, so you aren't making up a revenue share on the spot.
- Open Cue Mode. Put the window near your camera, then move between cards with ⌘[ and ⌘] (they work from any app while Cue Mode is open) or a two-finger swipe.
- Turn on Live Rail, if you like. On an Apple Silicon Mac it listens to the call and offers the card whose heading matches what was just said, so when they ask about revenue share, it can offer that card. One click opens it, and it never changes cards on its own.
If you share a deck or your product on screen, turn on Invisible first (Pro), and the share leaves the cards out. On Zoom, first set Settings, Share Screen, Advanced, Screen capture mode to "Advanced capture with window filtering" (the Zoom guide shows it). Cue Mode and Live Rail are Pro too, and every download comes with 7 days of Pro, free, with no card needed.
Make it yours
Fill "Where we overlap" with the most specific customer type you both sell to. If you've done a partnership like this before, add a card on how it went. Drop "Revenue share" for an integration where no money changes hands.