business-developmentPartnership outreach, market research, competitor analysis, and proposal generation. Transform your AI agent into a strategic business development partner that identifies and cultivates growth opportunities.
Install via ClawdBot CLI:
clawdbot install oyi77/business-developmentTurn your AI agent into a strategic growth partner.
Research markets, identify partnerships, analyze competitors, and generate compelling proposals that open doors.
ā Partnership Outreach ā Identify, research, and approach potential partners
ā Market Research ā Analyze market size, trends, and opportunities
ā Competitor Analysis ā Track competitors and identify advantages
ā Proposal Generation ā Create compelling partnership and business proposals
ā Opportunity Tracking ā Manage BD pipeline from lead to deal
ā Strategic Planning ā Support business expansion decisions
TOOLS.md:### Business Development
- Target markets: [Industries/Geographies]
- Partnership types: [Integration/Reseller/Co-marketing/etc.]
- Competitor watch list: [Key competitors]
- Proposal templates: [Location]./scripts/bd-init.sh| Type | Description | Value Proposition |
|------|-------------|-------------------|
| Integration | Technical product connection | Expand functionality, reach new users |
| Reseller/Distribution | Sell through partners | Access new channels, scale faster |
| Co-Marketing | Joint marketing efforts | Share audiences, reduce CAC |
| Referral | Lead sharing | Lower-friction partnership |
| Strategic | Deep collaboration | Market expansion, shared resources |
| White-Label | Rebrand product for partner | New revenue stream |
PARTNER Score:
| Criteria | Question | Weight |
|----------|----------|--------|
| Potential | What's the upside? | 20% |
| Alignment | Do goals/values match? | 20% |
| Reach | What audience can they access? | 15% |
| Timing | Are they ready now? | 15% |
| Need | Do they need what we offer? | 15% |
| Experience | Have they done this before? | 10% |
| Risk | What could go wrong? | 5% |
Score 70+: Prioritize actively
Score 50-70: Keep warm
Score <50: Deprioritize
# Partner Profile: [Company Name]
## Overview
- **Company:** [Name]
- **Website:** [URL]
- **Industry:** [Industry]
- **Size:** [Employees / Revenue if known]
- **Founded:** [Year]
- **HQ:** [Location]
## Key Contacts
- **Primary:** [Name, Title, Email, LinkedIn]
- **Secondary:** [Name, Title, Email, LinkedIn]
## Their Business
- **What they do:** [Description]
- **Target customers:** [Who they serve]
- **Key products:** [Products/Services]
- **Competitive advantage:** [What makes them different]
## Partnership Opportunity
- **Type:** [Integration/Reseller/Co-marketing/etc.]
- **Value to them:** [What we offer]
- **Value to us:** [What they offer]
- **Synergy:** [How we complement each other]
## Qualification (PARTNER Score)
- Potential: [X/10] ā [Notes]
- Alignment: [X/10] ā [Notes]
- Reach: [X/10] ā [Notes]
- Timing: [X/10] ā [Notes]
- Need: [X/10] ā [Notes]
- Experience: [X/10] ā [Notes]
- Risk: [X/10] ā [Notes]
- **Total:** [X/70]
## Research Notes
[Relevant findings from research]
## Status & Next Steps
- **Current stage:** [Prospect/Outreach/Discussion/Negotiation/Active]
- **Last contact:** [Date]
- **Next action:** [Action] ā Due: [Date]Phase 1: Research (Before Contact)
Phase 2: Initial Outreach
Email Template:
Subject: Partnership idea: [Specific value proposition]
Hi [Name],
[Personalized observation showing you did research ā reference something specific they did/said].
I lead BD at [Your Company]. We [brief description of what you do] for [target customers].
I noticed [observation about their business] and think there's an interesting opportunity to [specific partnership concept].
[One sentence on mutual benefit ā what's in it for them + what's in it for you].
Would you be open to a quick call to explore?
Best,
[Your name]Phase 3: Follow-up
Day 5:
Subject: Re: Partnership idea
Hi [Name],
Wanted to follow up on my note below. I've been thinking more about how [specific idea] could work.
[Add one more value point or insight].
Worth 15 minutes to discuss?
[Your name]Day 12 (Value-add):
Subject: [Relevant resource/insight]
Hi [Name],
Found this [article/report/insight] and thought of you: [link]
[Brief tie to why it's relevant to potential partnership].
Still think there's something interesting here if you're open to exploring.
[Your name]# Partnership Discussion: [Company]
**Date:** [Date]
**Attendees:** [Names]
## Agenda (30 min)
1. **Intros** (5 min)
- Background on each company
- Roles in the partnership
2. **Opportunity Discussion** (10 min)
- Partnership concept
- Mutual value proposition
- Initial scope
3. **Alignment Check** (10 min)
- Goals and expectations
- Potential challenges
- Resources needed
4. **Next Steps** (5 min)
- Action items
- Timeline
- Next meeting
## Questions to Ask
- What would success look like for you?
- What's your typical partnership process?
- Who else needs to be involved?
- What's your timeline for decision?1. Market Sizing (TAM/SAM/SOM)
| Metric | Definition | How to Calculate |
|--------|------------|------------------|
| TAM | Total Addressable Market | Total revenue if you had 100% market share |
| SAM | Serviceable Addressable Market | Portion you can actually reach |
| SOM | Serviceable Obtainable Market | Realistic near-term capture |
2. Market Analysis Template
# Market Research: [Market/Industry]
## Executive Summary
[2-3 sentences on key findings and opportunity]
## Market Size
- **TAM:** $[X]B (global, all segments)
- **SAM:** $[X]M (your reachable market)
- **SOM:** $[X]M (realistic 3-year target)
## Market Dynamics
- **Growth rate:** [X]% CAGR
- **Key drivers:** [List]
- **Key barriers:** [List]
## Customer Segments
| Segment | Size | Growth | Our Fit |
|---------|------|--------|---------|
| [Segment] | $[X]M | [X]% | High/Med/Low |
## Competitive Landscape
[Overview of key players]
## Trends
1. **[Trend]:** [Impact on us]
2. **[Trend]:** [Impact on us]
## Opportunities
1. [Opportunity description]
2. [Opportunity description]
## Threats
1. [Threat description]
2. [Threat description]
## Recommendations
1. [Action to take]
2. [Action to take]
## Sources
- [Source 1]
- [Source 2]| Type | Sources | Best For |
|------|---------|----------|
| Industry reports | Gartner, Forrester, IBISWorld | Market size, trends |
| Financial data | SEC filings, Crunchbase, PitchBook | Company data |
| News | Google News, industry publications | Recent developments |
| Social | LinkedIn, Twitter/X | Sentiment, personnel |
| Technical | G2, Capterra, BuiltWith | Product research |
| Primary | Interviews, surveys | Deep insights |
# Competitor Analysis: [Company Name]
## Overview
- **Company:** [Name]
- **Website:** [URL]
- **Founded:** [Year]
- **Funding:** [Stage/Amount]
- **Employees:** [Count]
- **HQ:** [Location]
## Product/Service
- **Core offering:** [Description]
- **Key features:** [List]
- **Pricing:** [Model and tiers]
- **Target customers:** [Segments]
## Strengths
1. [Strength]
2. [Strength]
## Weaknesses
1. [Weakness]
2. [Weakness]
## Market Position
- **Market share:** [Estimate]
- **Brand perception:** [How they're seen]
- **Key differentiator:** [What makes them unique]
## Recent Moves
- [Recent news/launch/change]
## Their Customers
- [Notable customers if known]
## How We Compare
| Factor | Us | Them | Advantage |
|--------|-----|------|-----------|
| [Factor] | [Our position] | [Their position] | Us/Them/Tie |
## Battlecard (for sales)
- **When we win against them:** [Scenarios]
- **When we lose against them:** [Scenarios]
- **Key talking points:** [What to emphasize]
- **Their objections to us:** [How to counter]# Competitive Landscape: [Category]
## Positioning Map
High Price
|
[Premium] | [Enterprise]
Competitor A | Competitor B
|
Low Complexity -----|------ High Complexity
|
[Budget] | [Niche]
Competitor C | Competitor D
|
Low Price
## Feature Comparison
| Feature | Us | Comp A | Comp B | Comp C |
|---------|-----|--------|--------|--------|
| [Feature 1] | ā
| ā
| ā | ā
|
| [Feature 2] | ā
| ā | ā
| ā |
| [Feature 3] | ā
| ā
| ā
| ā |
## Summary
- **Our primary competition:** [Company]
- **Our differentiation:** [Key differentiator]
- **Market gaps we can exploit:** [Opportunities]# Partnership Proposal: [Your Company] Ć [Partner Company]
## Executive Summary
[1 paragraph overview of the opportunity and mutual value]
---
## The Opportunity
### Market Context
[Brief market opportunity both companies can address]
### Why Now
[Timing factors that make this partnership timely]
---
## The Partnership
### Concept
[Clear description of what you're proposing]
### Value to [Partner]
1. [Benefit 1]
2. [Benefit 2]
3. [Benefit 3]
### Value to [Your Company]
1. [Benefit 1]
2. [Benefit 2]
3. [Benefit 3]
---
## How It Works
### Integration/Collaboration Model
[Technical or operational details of how partnership functions]
### Roles & Responsibilities
| Area | [Your Company] | [Partner] |
|------|----------------|-----------|
| [Area] | [Responsibility] | [Responsibility] |
### Timeline
- **Phase 1 (Months 1-2):** [Activities]
- **Phase 2 (Months 3-4):** [Activities]
- **Phase 3 (Months 5+):** [Activities]
---
## Commercial Terms
### Revenue/Value Share
[Proposed commercial arrangement]
### Investment Required
| Item | [Your Company] | [Partner] |
|------|----------------|-----------|
| [Resource] | [Commitment] | [Commitment] |
---
## Success Metrics
| Metric | Target (Year 1) | How Measured |
|--------|-----------------|--------------|
| [Metric] | [Target] | [Measurement] |
---
## Risk Mitigation
| Risk | Mitigation |
|------|------------|
| [Risk] | [How we address it] |
---
## About [Your Company]
[Brief company overview, relevant traction, why you're a good partner]
---
## Next Steps
1. [Proposed next step]
2. [Proposed next step]
---
**Contact:**
[Name]
[Title]
[Email]
[Phone]| Stage | Definition | Exit Criteria |
|-------|------------|---------------|
| Research | Identifying and qualifying prospects | Profile complete, score >50 |
| Outreach | Initial contact attempts | Response received |
| Discussion | Exploring mutual interest | Aligned on concept |
| Proposal | Formal proposal submitted | Proposal delivered |
| Negotiation | Terms discussion | Terms agreed |
| Legal | Contracts in review | Signed agreement |
| Active | Partnership live | Launched |
# BD Pipeline ā [Month/Quarter]
## Summary
- Total opportunities: [X]
- Pipeline value: $[X] (potential annual value)
- Weighted value: $[X]
- Expected closes this quarter: [X]
## By Stage
### Research ([X])
| Partner | Type | PARTNER Score | Next Action |
|---------|------|---------------|-------------|
| [Name] | [Type] | [X/70] | [Action] |
### Outreach ([X])
| Partner | Type | Outreach # | Last Contact |
|---------|------|------------|--------------|
| [Name] | [Type] | [1/2/3] | [Date] |
### Discussion ([X])
| Partner | Type | Est. Value | Next Meeting |
|---------|------|------------|--------------|
| [Name] | [Type] | $[X] | [Date] |
### Proposal ([X])
| Partner | Type | Proposal Date | Decision Expected |
|---------|------|---------------|-------------------|
| [Name] | [Type] | [Date] | [Date] |
## Stale Opportunities (>30 days no activity)
| Partner | Stage | Last Activity | Action |
|---------|-------|---------------|--------|# SWOT Analysis: [Initiative/Partnership/Market]
## Strengths (Internal, Positive)
- [Strength 1]
- [Strength 2]
## Weaknesses (Internal, Negative)
- [Weakness 1]
- [Weakness 2]
## Opportunities (External, Positive)
- [Opportunity 1]
- [Opportunity 2]
## Threats (External, Negative)
- [Threat 1]
- [Threat 2]
## Strategic Implications
- **Leverage:** [Use strengths to capture opportunities]
- **Improve:** [Address weaknesses to enable opportunities]
- **Defend:** [Use strengths to mitigate threats]
- **Watch:** [Monitor weakness Ć threat combinations]For major BD decisions, use:
# Decision: [What we're deciding]
## Context
[Background and why this decision is needed]
## Options
1. **[Option A]:** [Description]
2. **[Option B]:** [Description]
3. **[Option C]:** [Description]
## Evaluation
| Criteria | Weight | Option A | Option B | Option C |
|----------|--------|----------|----------|----------|
| [Criteria 1] | [X]% | [Score] | [Score] | [Score] |
| [Criteria 2] | [X]% | [Score] | [Score] | [Score] |
| **Weighted Total** | | [Total] | [Total] | [Total] |
## Recommendation
[Option X] because [reasoning]
## Risks & Mitigations
- [Risk]: [Mitigation]
## Next Steps
1. [Action]
2. [Action]Initialize your BD workspace with templates and tracking.
Quick partner research and profile generation.
# Research a company
./scripts/partner-research.sh "Company Name"
# Generate partner profile
./scripts/partner-research.sh "Company Name" --profileGenerate BD pipeline reports.
# Weekly pipeline summary
./scripts/pipeline-report.sh weekly
# Quarterly review
./scripts/pipeline-report.sh quarterlyā Pitching too early ā Understand their needs first
ā Overselling ā Under-promise, over-deliver
ā Ignoring internal champions ā Find and nurture them
ā No mutual accountability ā Both sides need commitments
ā Slow follow-up ā Momentum matters
ā Vague proposals ā Specific asks get specific answers
License: MIT ā use freely, modify, distribute.
"Opportunities don't happen, you create them." ā Chris Grosser
Generated Mar 1, 2026
A SaaS startup uses the skill to identify and qualify potential integration partners in adjacent software categories. The AI agent researches target companies, scores them using the PARTNER framework, and generates personalized outreach emails to initiate co-marketing or technical integration discussions.
An e-commerce brand leverages the skill to analyze new geographic markets for expansion. The AI agent conducts market sizing (TAM/SAM/SOM), researches local competitors, and identifies potential distribution or reseller partners to facilitate entry and scale operations.
A technology firm employs the skill to track key competitors and identify strategic advantages. The AI agent monitors competitor activities, analyzes their partnership networks, and generates insights to inform business development proposals and counter-strategies.
A consulting firm uses the skill to create compelling business proposals for potential clients or partners. The AI agent structures proposals based on templates, incorporates market research data, and tailors value propositions to specific industries or partnership types like strategic collaborations.
A healthcare provider applies the skill to cultivate partnerships with medical technology vendors. The AI agent researches vendor profiles, qualifies them using the PARTNER score, and manages the pipeline from initial outreach to negotiation, focusing on integration or white-label opportunities.
This model involves forming technical integrations with other B2B SaaS platforms to expand functionality and reach new customer segments. Revenue is generated through shared subscription fees, increased user retention, and cross-selling opportunities, often via co-marketing efforts.
Businesses use this model to scale sales by partnering with resellers or distributors who sell their products in new markets or channels. Revenue comes from wholesale margins, with partners earning commissions, enabling rapid market penetration without heavy upfront investment.
This model focuses on joint marketing initiatives with complementary brands to share audiences and reduce customer acquisition costs. Revenue is driven by lead generation, shared campaign budgets, and increased brand visibility, often measured through shared ROI metrics.
š¬ Integration Tip
Configure target markets and partnership types in TOOLS.md before running the bd-init.sh script to ensure the AI agent has clear focus areas for effective outreach and research.
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