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National Association of RealtorsRealtor Benefits program
Partners Balance
PartnerSolution and Member OfferContact Information AHS provides home warranty plans that cover breakdowns
of a home protected
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How to fill out partners at-a-glance

How to fill out partners at-a-glance:
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Start by gathering all the necessary information about your partner, such as their full name, contact information, and job title.
02
Next, evaluate the relationship status with your partner. Are they a new partner or an existing partner? This will help determine the level of detail needed in the partners at-a-glance form.
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Include a brief description of the partner's role or responsibilities. This can help provide clarity and context for anyone looking at the partners at-a-glance document.
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If applicable, add any relevant performance metrics or KPIs for the partner. This can help track their progress and measure their effectiveness in achieving goals.
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Consider adding a section for any key milestones or achievements that the partner has reached. This can highlight their successes and contributions to the overall partnership.
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Lastly, review the partners at-a-glance form for accuracy and completeness before finalizing it.
Who needs partners at-a-glance:
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Business development teams: Partners at-a-glance can be an invaluable tool for business development teams to keep track of their partners and nurture those relationships effectively.
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Sales teams: By having a partners at-a-glance document, sales teams can quickly identify key partners and understand their strengths and areas for collaboration during sales activities.
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Management: Partners at-a-glance can provide management with a comprehensive overview of the organization's partnership landscape, allowing them to make informed decisions and identify potential gaps or opportunities.
In conclusion, filling out partners at-a-glance involves gathering partner information, describing their role, including performance metrics, mentioning milestones, and reviewing for accuracy. This tool is beneficial for business development teams, sales teams, and management seeking a comprehensive overview of the partnership landscape.
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