RelateIQ

Open the Strategic Fit area

Navigate to the solutions partner section of RelateIQ and open the Strategic Fit experience. This is where stored partner scores, partner cards, scoring filters, profile selection, and partner overlays are managed.

Confirm your company context

RelateIQ uses the logged-in company profile as the client context. The system reads your company name, URL, description, categories, subscription access, and Strategic Fit V2 beta access from the session bootstrap.

Select or confirm the scoring profile

Choose the profile that reflects the partner strategy you want to evaluate against. The default profile gives a balanced view. Custom profiles can shift importance toward proof, delivery, compatibility, ecosystem fit, activation potential, speed-to-revenue, geography, industries, personas, and must-have or avoid signals.

Search for a solutions firm

Use the firm search experience to find an agency, consultancy, implementation partner, services firm, or potential partner you want to evaluate. If the firm already exists in the database, RelateIQ can use the existing profile and evidence where available.

Review the partner card

The partner card gives the initial firm summary, website, location, service indicators, hourly rate or project size metadata where available, and the relevant fit score once analysis exists.

Run Strategic Fit if no current result exists

If a fresh score is not available, queue a Strategic Fit run. RelateIQ checks whether an evidence bundle already exists, whether a cached score exists, and whether the selected profile can be applied without unnecessary reruns.

• Fast analysis: useful for broad market triage and faster prioritisation.
• Deep analysis: useful when you need stronger supporting rationale for a high-value firm.
• Force refresh: useful when you need to intentionally override a cached result.

Understand baseline versus selected profile

RelateIQ should maintain a baseline score using the default Strategic Fit profile. When you choose another profile, the system can apply that profile to the stored component scores where possible. This helps you compare the balanced view against your current GTM priority without rerunning the entire evidence process every time.

Interpret the score components

Use the breakdown to understand why the firm scored the way it did. The exact UI may evolve, but the underlying review should focus on compatibility, ecosystem alignment, proof signals, delivery fit, activation fit, speed-to-revenue, market presence, service relevance, and target criteria alignment.

Open the partner overlay for deeper review

Click a partner card to open the overlay. The overlay is where users can inspect the partner in more detail, including fit rationale, category relevance, service-area insight, strengths, risks, and next-step guidance.

Use category and service-area insights

When category-service insights are available, select the relevant category tag, then expand the service-area panels. Review combined summary, strategy enhancements, potential insights, workflow improvements, and data value to understand where the partner could create meaningful services-led value.

Filter and compare partners

Use filters such as minimum project size, hourly rate, employee count, location, service area, industry, scoring profile, and saved list membership to narrow the market into a practical working set.

Add promising firms to a list

When a partner looks promising, save it to an existing list or create a new working list. This turns individual analysis into a managed partner workflow.

Use the output for partner planning

Use the final score, rationale, risk notes, service fit, and activation signals to decide whether to research further, reach out, add to a campaign, request a playbook, or deprioritise the firm.

Open Partner Lists

Navigate to Partner Lists from the RelateIQ navigation. This section contains Existing Partners and Saved Lists so users can separate confirmed relationships from exploratory or campaign-based lists.

Review the Existing Partners tab

Use Existing Partners as the source of truth for firms your company already works with or wants treated differently in Strategic Fit workflows. Existing partners can be excluded, highlighted, or filtered depending on the task.

Create a new list

Create a named list for the partner workflow you want to manage. Choose a clear name that reflects the purpose, such as “US Partner Hunt,” “Current SI Partners,” or “Q3 Agency Outreach.”

Upload firms into a list

Use bulk upload when you already have a CSV of companies. The expected structure should include company name and company URL. Optional columns can support existing partner flags, tags, or exclusion logic where enabled.

Validate uploaded firms

After upload, RelateIQ should validate firms against the existing solutions partner database. If a firm already exists, the list can attach to the known partner record. If it is new, the workflow can queue or prepare enrichment depending on the implementation path.

Rename or refine the list

If the uploaded list name is too broad, rename it in the UI so users can recognise its purpose later. Keep names action-oriented and specific enough for filtering.

View list members

Open a saved list to review the member firms. Each member should retain the firm identity, website, active status, and any metadata used for filtering, scoring, or display.

Add firms from Strategic Fit results

When reviewing Strategic Fit cards, add promising partners directly into a saved list. This lets users turn score review into a curated shortlist without leaving the analysis workflow.

Use tags for workflow context

Apply tags or labels where available to explain why a firm belongs on the list. Example tags include “Existing Partner,” “High Priority,” “Needs Review,” “Regional Fit,” “Agency Motion,” or “Implementation Fit.”

Filter Strategic Fit by list

Return to Strategic Fit and filter by a selected list. This helps users evaluate only the uploaded or curated firms, compare list members, and avoid noise from the full partner database.

Compare scores inside the list

Use the selected scoring profile to rank firms within the list. This is especially useful when a user uploads a target account list and wants to know which firms are most aligned with the current partner strategy.

Move from list to action

Once the list has been scored and reviewed, use it to support outreach planning, partner review meetings, campaign segmentation, playbook generation, or existing partner governance.