Template Partner Management
Partner CRM Template
A CRM template for managing link exchange partner relationships and contact information
For SEO Manager
Related feature: Partner Management
Link Exchange Partner CRM
Use this template to maintain a central database of all your link exchange partners, their contact details, exchange history, and relationship status.
Partner Record Fields
| Field | Description | Example |
|---|---|---|
| Partner ID | Unique identifier | P-001 |
| Company Name | Partner’s organization | Example Media |
| Domain | Partner’s website | example.com |
| Primary Contact | Main point of contact | Jane Smith |
| Contact email | jane@example.com | |
| Slack Handle | Slack username if applicable | @janesmith |
| Preferred Channel | Email / Slack / Other | Slack |
| Domain Rating | Current DR/DA | 52 |
| Monthly Traffic | Organic traffic estimate | 45,000 |
| Niche | Primary topic area | Digital Marketing |
| Partner Score | Your evaluation score | 8.2 |
| Status | Active / Inactive / Blocked | Active |
| First Contact Date | When you first connected | 2026-01-15 |
| Total Exchanges | Number of active exchanges | 3 |
| Last Communication | Date of last interaction | 2026-03-20 |
| Next Follow-Up | Scheduled next touchpoint | 2026-04-15 |
| Notes | Relationship notes | Responsive, interested in quarterly exchanges |
Relationship Status Definitions
| Status | Definition |
|---|---|
| Prospect | Identified but not yet contacted |
| Contacted | Outreach sent, awaiting response |
| Active | One or more live exchanges |
| Paused | Exchanges on hold, relationship maintained |
| Inactive | No active exchanges, no recent contact |
| Blocked | Do not contact — poor experience or quality issues |
CRM Maintenance Tasks
- Weekly: Update last communication dates and follow-up schedules
- Monthly: Review partner scores and update based on monitoring data
- Quarterly: Full CRM cleanup — archive inactive partners, update metrics
- Ongoing: Log every meaningful interaction in the notes field
Segmentation Tags
Tag partners for easy filtering:
- By niche: #marketing, #saas, #ecommerce, #finance
- By quality tier: #premium, #standard, #marginal
- By exchange type: #reciprocal, #guestpost, #content-collab
- By source: #slack, #email-outreach, #inbound