In this article
- Before searching: the offer to a partner
- Define the ideal partner, the territory and the commercial potential
- Build and qualify a partner pipeline from several sources
- Outreach, evaluation and onboarding as stages
- Dealer and distributor recruitment funnel
- Mistakes, measures, and what a good network looks like
- Questions owners ask
Before searching: the offer to a partner
A partner is a business deciding whether your product is worth their shelf, their capital and their salespeople’s time. Before looking for one, be able to answer their questions: what margin, at what volume, with what support — demand generation, credit, training, service; what territory, exclusive or not; what the minimum order and the payment terms are; and why a dealer would sell yours rather than the incumbent’s. That partner value proposition, on one page, is what the outreach carries and what the evaluation tests against.
Decide who owns the recruitment: in an SME, a named person — often the owner or a senior salesperson — with the pipeline in the CRM and a weekly review, exactly as for customers.
Define the ideal partner, the territory and the commercial potential
The ideal partner profile: what they already sell — complementary lines, not competing ones; who they sell to — the customers you want; their reach — retailers, institutions, projects, walk-in; their size and financial standing — the credit they can carry, the stock they can hold; their infrastructure — a godown, delivery, a service technician if your product needs one; and their reputation among the customers you have spoken to. Write it as criteria you can check.
Territory: prioritise by the potential you can estimate — the number of your kind of customer in the district, from industry lists, association directories and your own enquiry data — not by which district a candidate happens to be from. Set the potential for each priority territory as a number: how many customers, what annual purchase, what share a good partner could take in two years. That number is what the partner is recruited to, and what they are later measured against.
Build and qualify a partner pipeline from several sources
Sources, used together: the distributors of complementary brands in the territory, found by asking their retailers and customers who supplies them; trade association member lists and exhibition exhibitor lists; IndiaMART, TradeIndia and JustDial for the long tail, verified before contact; your own customers in the territory, asked who they buy other lines from; your existing dealers, asked for referrals in adjacent districts; and the field — a day in the market town, visiting the shops and asking. The last is still the most reliable in Indian trade channels.
Qualify each candidate against the profile before approaching: lines carried, customers served, reach, apparent scale. Ten qualified candidates per territory, in a priority order, is a working pipeline; a list of fifty names is not.
Outreach, evaluation and onboarding as stages
Outreach: a call and a visit, from someone senior enough to discuss terms, with the partner value proposition, a sample, and the territory potential number — a partner takes a new line more seriously when the brand can say how much the district is worth. Two or three touches over a few weeks; a candidate who does not respond is replaced from the pipeline. Evaluation: a visit to their premises, a conversation with two of their customers, a look at their stock and their team, a credit check through the trade and references, and a frank discussion of what they expect from you. Score against the profile; recruit the best fit, not the most eager.
Onboarding is a stage, not an afterthought: the agreement in writing, the territory and the terms, the first order and its credit, product and sales training for their team, the marketing support for the first quarter, and a review at ninety days against the first-quarter plan. A partner who gets stock and no onboarding becomes an inactive account by the second quarter.
Map · use it here or print it
Dealer and distributor recruitment funnel
Six stages from a territory map to a partner’s first order, with the numbers a manufacturer usually needs at each to appoint one good partner.
Profile and territory — before any contact
The partner you want, written down, and the territories with their potential.
- Profile: lines carried, customer base, reach, financial standing, warehouse, people
- Territory: potential in units or value, competitors present, the partner’s likely first-year target
Sourcing — 30 to 40 candidates per territory
Names from every source, in one list with the source recorded.
- Existing partners’ recommendations; distributors of complementary lines
- Trade directories, associations, exhibitions, portals
- Your own retail or customer enquiries asking who supplies them
Outreach — 15 to 20 conversations
A call and a visit with the partner proposition: the line, the margin, the support, the territory.
- Led by the regional manager, not a telecaller
- The one-page partner proposition sent before the visit
Qualification — 5 to 8 evaluated
Checked against the profile with evidence: bank reference, existing principals, market feedback, warehouse visit.
- Scorecard: fit, reach, capacity, credit, intent
- Reference calls to two of their existing principals
Commercial evaluation — 2 to 3 negotiated
Terms, targets, territory, credit, exclusivity and exit, agreed in writing.
- First-year target tied to the territory potential
- Security or credit limit set before the first invoice
Appointment and onboarding — 1 appointed
Agreement signed, the 30-60-90 plan started, the first order placed.
- Onboarding owner named on both sides
- Review at 90 days against the plan, with the exit clause understood by both
Free to print and share with your team.
Mistakes, measures, and what a good network looks like
The mistakes: appointing whoever asks; recruiting by district of convenience rather than potential; two partners in one territory without a rule between them; no partner value proposition, so the conversation is only about margin; skipping the customer reference calls; and dropping stock and disappearing. A safeguard: before appointing, ask two of the candidate’s customers what they are like to buy from.
Measure recruitment by candidates qualified per territory, time from first contact to first order, and — the one that matters — the share of partners active and reordering at six months. A good network has one committed partner per priority territory, each recruited to a number, onboarded properly and reviewed quarterly. This is the channel-partner recruitment work we do — the partner proposition, the territory prioritisation, the pipeline from field and desk sources, the outreach and evaluation, and the onboarding plan — and the free audit starts by mapping your current partners against the territories that matter.
Questions owners ask
Should we offer exclusivity to attract partners?
For a defined territory, for a defined period, against a committed volume — yes, it is what serious partners ask for. Open-ended exclusivity with no commitment is how a territory is locked by an inactive partner.
What margin do dealers and distributors expect?
Whatever the category norm is in your trade, which your candidates will tell you in the first conversation. Compete on the total proposition — demand, support, credit, service — rather than on margin alone.
How long does it take to appoint a distributor?
Six to twelve weeks per territory from a qualified pipeline: outreach, visits, evaluation, references, agreement and first order. Faster usually means the evaluation was skipped.
Can we find partners online?
Online directories find candidates; the field and the customers qualify them. A day in the market town asking who supplies whom still beats any database for Indian trade channels.
What if a good candidate already carries a competitor?
Ask what the competitor does badly and whether your proposition fixes it. Some of the best partners are recruited from a competitor’s neglected territory; some will never switch, and the evaluation tells you which.
What does GullySales do?
The partner value proposition, territory prioritisation with potential numbers, the candidate pipeline from field and desk sources, outreach and evaluation with reference calls, and the onboarding plan through the first quarter. Scoped in the free audit and priced in writing.