Recipes for AI
Sales & Partnerships

The "Partnership Pitch Briefer" (Prompt)

Walk into every partnership meeting knowing more than they expect you to.

CONTEXT

Business development moves fast and prep time is always short. This prompt synthesizes scattered information about a prospective partner into a pre-meeting briefing that takes 3 minutes to read and makes you look like you've done 3 hours of research. Especially useful for bank partnership discussions, employer channel pilots, and fintech co-marketing opportunities.

THE PROMPT (Copy & Paste)

Act as a strategic partnerships analyst preparing a briefing for an upcoming business development meeting.

I'll give you information about a prospective partner — their company, what they do, their customer base,
and any context about why we're talking to them.

Produce a pre-meeting briefing with:
1. Company snapshot — who they are in 3 sentences (pretend I know nothing)
2. Their likely goals from this partnership — 2–3 things they're probably trying to get from us
3. Our likely goals — 2–3 things we should be trying to get from them
4. The strongest value proposition to lead with — one sentence
5. Two questions to ask that will reveal whether this is worth pursuing
6. One risk to flag before signing anything

Keep it under 400 words. This is for a busy BD person who has 3 minutes to prep.

[PASTE PARTNER INFO, WEBSITE SUMMARY, OR CONTEXT HERE]

EXAMPLES

Raw Data:

Meeting next week with Pathward Financial (formerly Meta Financial Group). They're an FDIC-insured bank out of Sioux Falls, SD. They're known for banking-as-a-service and sponsor bank relationships. They partner with fintech programs and hold the deposits/originate the loans. Currently partner with H&R Block for their Emerald Card.

Result:

Company Snapshot: Pathward Financial is an FDIC-insured bank based in Sioux Falls, SD, that has built its business on being the regulated banking infrastructure behind consumer fintech programs. They hold deposits, originate loans, and provide the bank charter that allows fintech partners to operate at scale. Think of them as a B2B bank whose customers are fintechs, not consumers.

Their Likely Goals from This Partnership:

  • Expand their fintech sponsor banking revenue with a high-volume installment loan originator
  • Diversify beyond their current program mix (prepaid cards, tax products) into consumer credit
  • Demonstrate credit program capability to attract other lending-adjacent fintech clients

Our Likely Goals:

  • Add a bank partner to reduce concentration risk if our current partner relationships face regulatory pressure
  • Potentially access more favorable economics or terms given Pathward's BaaS-first model
  • Explore whether their servicing infrastructure could handle any programs we want to keep off our balance sheet

Lead with: "OppFi has originated $X billion in installment loans through bank partnerships — we're looking for a capital-efficient partner who wants a proven, high-volume program, not a pilot."

Questions to ask:

  1. "What does your ideal credit program partner look like in terms of volume, product type, and risk profile?" → Reveals if we're actually in scope for them
  2. "How do you typically structure economics on a new installment loan program?" → Surfaces whether the unit economics can work before you invest more time

Risk to flag: Pathward has faced regulatory scrutiny on their BaaS programs in the past — confirm their current regulatory standing with legal before any term sheet discussions.