Don’t give product demos during partnership meetings.

Send product demo videos or materials before meetings through email.

Take regular follow-ups with partners for product feedback (at least once every two weeks).

Send meeting reminders 24 hours and 1 hour before every meeting.

If a partner doesn’t join a scheduled meeting, ask to reschedule immediately.

Regularly update partners with product feature updates and announcements.

Record every meeting and store it in the shared drive or workspace.

Keep your camera ON during all meetings with partners.

Update and add partner details in dbdash right after every meeting.

Use only your official email ID for all partner communication.

Never use personal email accounts for client or partner communication.

Automate reminders, follow-ups, and updates using viaSocket whenever possible.

Review your adherence to these practices monthly using the compliance form.

Maintain a professional, consistent communication tone in every interaction.