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Partner with BankU / Sales / Channel Partner

Build a channel around real customer needs.

A useful sales partnership starts with knowing the customer. Bring your market knowledge, tell us where you work, and discuss which BankU offerings could fit the businesses you serve.

Talk to our team Take a closer look

Choose a partnership that fits the work you do.

Market, sales and customer handover
  1. Market focusIntroduce your business
  2. Sales responsibilitiesReview the fit
  3. Customer handoverSet working terms

Illustrative planning view

WHAT TO EXPECT

The working relationship.

Choose a partnership that fits the work you do.

Market focus

Define the customer segment, territory and common requirements so that both teams can judge whether the proposed channel makes sense.

Sales responsibilities

Set out who handles qualification, demonstrations, proposals and follow-up, with clear boundaries around pricing and statements made to customers.

Customer handover

Plan how the relationship moves from a sales conversation to onboarding and support without leaving the customer to repeat everything.

WORTH CHECKING

Before you start.

  • Do not quote unapproved prices or promise services that have not been confirmed.
  • Agree how leads are recorded and how overlapping customer enquiries are handled.
  • Territory, exclusivity and incentives are subject to a specific written agreement.

NEXT STEPS

A partnership, step by step.

Agree the working relationship before you begin.

  1. 01

    Introduce your business

    Describe your team, the areas you cover and the kinds of organisations you already work with.

  2. 02

    Review the fit

    Compare customer needs with available offerings and agree which conversations your team is equipped to lead.

  3. 03

    Set working terms

    Document responsibilities, escalation routes and commercial terms before starting any agreed sales or channel activity.