Partner CRM Template

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
Email	Contact email	[email protected]
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