MSP Deal Registration Form Template

Complete template for logging referred opportunities from your referral partners. Prevent channel conflict and protect referral partner opportunities with proper deal registration.

Form Preview

This is how your deal registration form should look

Template Preview

Referral Partner Information

Referral Partner Company Name *

Referral Partner Contact Name *

Referral Partner Email *

Referral Partner Phone

Opportunity Information

Client Company Name *

Client Industry *

Client Size *

Client Country *

Deal Contact

Contact Name *

Contact Title *

Contact Email *

Contact Phone

Deal Details

Product/Service *

Estimated Recurring Value (MRR) *

Expected Close Date *

Deal Stage *

Competitive Information (Optional)

Competitive Situation

Known Competitors

Your Advantage

Additional Information (Optional)

Deal Description

Special Requirements

This is a template preview. Download the template files above to implement in your system.

Recommended Workflow

1
Referral Partner Submits Deal
Referral partner fills out form and submits the referred opportunity
2
Automated Duplicate Check
System checks if deal already exists by client name + country
3
MSP Review
The MSP reviews and approves/rejects within 24-48 hours
4
Protection Period Begins
Deal is protected for 90 days (or your defined period)
5
Referral Partner Works the Deal
Referral partner pursues opportunity without conflict
6
Deal Closes
Recurring-MRR commission tracked and paid according to agreement

Best Practices

Set clear protection periods: Typically 90 days for initial registration
Review within 48 hours: Fast approval/rejection keeps referral partners engaged
Auto-check duplicates: Prevent conflicts by checking client name + location
Require minimum qualification: Only accept deals in "Qualified Lead" stage or better
Send notifications: Auto-notify the referral partner on submission, approval, and rejection
Track deal progress: Update registration status as deal moves through stages

Common Rejection Criteria

Define clear rules for when to reject deal registrations:

✗Duplicate registration: Opportunity already registered by another referral partner or direct sales
✗Existing client: Account already has an active managed-services contract
✗Too early stage: Opportunity not yet qualified (cold lead)
✗Outside partner territory: Geographic or vertical restrictions for the referral partner
✗Insufficient information: Missing required fields or vague details
✗Direct sales active: Your team already working the account