Find partners that fit the hotel, not the longest agent list
Partner Fit matters more than how many names are on the list, and partners should not be chosen on price alone. The hotel needs a clear B2B offer, rate structure, and sales material before outreach starts.
Partner outreach has to connect to bookings and revenue, not stop at a contact list or a signed paper.
The KPI Plus can help set a structured B2B sales process, only where this service is approved.
Send the hotel name, room count, and whether partners already exist.
- Fit
- Offer
- Sales Kit
- Outreach
- Booking
Sample workflow, not one partner’s results
B2B Sales Readiness Framework
Should this hotel add a B2B channel yet?
Before we introduce a new agent, we look at the market the hotel needs, which dates still have rooms, the current rates, and whether the team can look after partner bookings and conditions.
| Area | Current state/problem | What to prepare | Expected output |
|---|---|---|---|
| Partner Fit | Partner type is unclear | Define target partner criteria | Target Partner List |
| Rate & Commission | Rate structure is inconsistent | Set B2B rates and terms | B2B Rate Sheet |
| Sales Material | Information is scattered | Prepare a sales kit | B2B Sales Kit |
| Booking Process | Ownership is unclear | Define booking handoff | Booking Workflow |
| Follow-up & Reporting | Partner follow-up is inconsistent | Track pipeline and next action | Partner Pipeline |
B2B Readiness checklist
- A B2B rate plan existsThe partner needs a clear rate and terms to sellPartner Rate Sheet
- The hotel knows which partner type it needsAvoids outreach to partners that do not fit the marketPartner Profile Criteria
- Sales material is ready to sendThe partner can understand the hotel and the product fasterB2B Sales Kit
- An approved commission frame existsThe partner needs to know what terms can be offered, without publishing the figuresCommission Structure
- A working list of partners under review existsThe team can see who is in the queue without private contact detailsPartner Contact Map
- Corporate or wholesale need is namedThe offer and the sales pack are not the same for each segmentCorporate/Wholesale Segment Notes
Partner Fit criteria
- The hotel knows which partner type it needs
- Corporate or wholesale need is named
- Target partner criteria are defined
Sales Material checklist
- Room and product information
- Rates and selling dates
- Terms the hotel has approved
- A pack the partner can send onward
- Partner ProfileNames redacted
- B2B Rate SheetRates redacted
- Commission StructureRates redacted
- Sales KitProduct pack
- Partner MapNo emails or phones
- Corporate/Wholesale Segment NotesCorporate / Wholesale
Some hotels can gain from B2B. Others should strengthen OTA rates or direct booking first. We recommend a channel from the hotel’s situation, not because a name is already on a list.
Ask the team to review the hotel’s B2B pathAgent Sales Funnel
Agent Sales Funnel
From a potential partner to a measurable booking outcome
- Partner Leads↓
- Qualified Partner↓
- Rate / Contract Ready↓
- Active Partner↓
- Booking / Room Night↓
- Review & Follow-up
- 01
Partner Leads
- Definition
- Partners first brought in for review against the hotel’s market
- Expected output
- Partner Lead List
- KPI
- Partner Leads
- 02
Qualified Partner
- Definition
- A partner that fits the market, the product, and the way the hotel sells
- Expected output
- Qualified Partner Record
- KPI
- Qualified Partner Count
- 03
Rate / Contract Ready
- Definition
- Rates, terms, and a draft agreement ready for the hotel to review
- Expected output
- Rate Sheet / Contract Pack
- 04
Active Partner
- Definition
- A partner the hotel has approved and that can start selling
- Expected output
- Active Partner List
- KPI
- Active Partner Count
- 05
Booking / Room Night
- Definition
- A booking tied to room nights and revenue the hotel can measure
- Expected output
- Booking / Room Night Record
- KPI
- Booking Conversion
- Room Nights from B2B
- 06
Review & Follow-up
- Definition
- Review the result, then decide whether to continue, change terms, or stop
- Expected output
- Review Notes / Next Action
- KPI
- Revenue by Partner
Service Matrix
What The KPI Plus helps with
- What we do
- Look at hotel size, guest mix, season, empty dates, and current channels, then find relevant partners from the network
- Input
- Rooms, main markets, season, current channels
- Owner or approval point
- The KPI Plus with the hotel
- What we do
- Review the rate, selling dates, allocated rooms, cancellation, payment, commission, and return of held rooms.
- Input
- Current rates, existing terms, dates that need sales
- Owner or approval point
- The hotel approves the final rate and commission
- What we do
- Help gather product facts, align conditions with the partner, and prepare what is needed to start selling.
- Input
- Room facts, rates, selling dates, hotel-approved terms
- Owner or approval point
- The hotel approves the sales kit
- What we do
- Choose and introduce partners from the network, then keep product updates and agent follow-up on a rhythm
- Input
- The market the hotel needs, product changes, partner replies
- Owner or approval point
- The KPI Plus may support outreach. The hotel approves cooperation
- What we do
- Help gather facts, align the agreement, and prepare the start of sales. The hotel reviews and approves the agreement before signing.
- Input
- Draft terms, product facts, the team that will take bookings
- Owner or approval point
- The hotel reviews and approves the agreement before signing
- What we do
- Look at room nights, revenue, booked dates, source market, and use of allocated rooms, then decide whether to grow, change terms, or stop a relationship.
- Input
- Bookings, use of allocated rooms, channel cost
- Owner or approval point
- The KPI Plus with the hotel
| Service Area | What we do | Input | Output | Owner or approval point |
|---|---|---|---|---|
| Partner Mapping | Look at hotel size, guest mix, season, empty dates, and current channels, then find relevant partners from the network | Rooms, main markets, season, current channels | Target Partner List | The KPI Plus with the hotel |
| Rate & CommissionRelated pageRevenue & Commercial Management | Review the rate, selling dates, allocated rooms, cancellation, payment, commission, and return of held rooms. | Current rates, existing terms, dates that need sales | B2B Rate Sheet | The hotel approves the final rate and commission |
| Sales Material | Help gather product facts, align conditions with the partner, and prepare what is needed to start selling. | Room facts, rates, selling dates, hotel-approved terms | B2B Sales Kit | The hotel approves the sales kit |
| Outreach & Follow-up | Choose and introduce partners from the network, then keep product updates and agent follow-up on a rhythm | The market the hotel needs, product changes, partner replies | Partner Pipeline | The KPI Plus may support outreach. The hotel approves cooperation |
| Booking CoordinationRelated pageOutsourced Reservation Management | Help gather facts, align the agreement, and prepare the start of sales. The hotel reviews and approves the agreement before signing. | Draft terms, product facts, the team that will take bookings | Booking Summary | The hotel reviews and approves the agreement before signing |
| Performance ReviewRelated pageRevenue & Commercial Management | Look at room nights, revenue, booked dates, source market, and use of allocated rooms, then decide whether to grow, change terms, or stop a relationship. | Bookings, use of allocated rooms, channel cost | B2B Performance Report | The KPI Plus with the hotel |
Partner Sales Workflow
How the work runs
Partner sales work runs in sequence, from the hotel picture to a booking review. The hotel approves the agreement.
- Understand hotel and market→Hotel & Market Profile
- Define Partner Profile→Target Agent Criteria
- Prepare Rate and Sales Material→B2B Sales Kit
- Contact and Follow Up with Partners→Partner Pipeline
- Review Booking and Adjust Plan→B2B Performance Review
- 01
Understand hotel and market
- Owner
- The KPI Plus with the hotel
- Input
- Rooms, main markets, season, current channels
- Action
- Look at hotel size, guest mix, season, empty dates, and current channels
- Output
- Hotel & Market Profile
- Handoff
- If B2B does not fit now, the hotel decides whether another channel should come first
- 02
Define Partner Profile
- Owner
- The KPI Plus with the hotel
- Input
- Hotel & Market Profile, the market the hotel needs, and the hotel’s limits
- Action
- Define target partner criteria from the hotel’s market, product, and way of selling
- Output
- Target Agent Criteria
- Handoff
- Partners that do not fit the market are not contacted unless the hotel decides to continue
- 03
Prepare Rate and Sales Material
- Owner
- The KPI Plus prepares. The hotel approves
- Input
- Current rates, existing terms, dates that need sales, room facts
- Action
- Review the rate, selling dates, and allocated rooms, and gather the product facts
- Output
- B2B Sales Kit
- Handoff
- Final rate, commission, and contract terms go to the hotel for approval
- 04
Contact and Follow Up with Partners
- Owner
- The KPI Plus may support outreach. The hotel approves cooperation
- Input
- Target Agent Criteria and the B2B Sales Kit after the hotel approves
- Action
- Choose and introduce partners from the network, then keep follow-up on a rhythm
- Output
- Partner Pipeline
- Handoff
- The hotel approves the agreement and signs its own contract
- 05
Review Booking and Adjust Plan
- Owner
- The KPI Plus with the hotel
- Input
- Bookings, use of allocated rooms, channel cost
- Action
- Look at room nights, revenue, booked dates, source market, and use of allocated rooms
- Output
- B2B Performance Review
- Handoff
- A decision to continue, change terms, or re-order partners is made with the hotel
KPI and evidence
What do we measure?
We do not look only at how many partners signed. We look at room nights, revenue, and each partner’s result against the agreed conditions.
Sample data
- Qualified Partner Count
- Active Partner Count
- Partner Conversion Rate
- Booking Conversion
- Room Nights from B2B
- Revenue by Partner
- Average Booking Value
- Repeat Booking Rate
When the hotel has enough data, the team also reviews booking window, source market, use of allocated rooms, and revenue after cost, to see whether B2B has a useful role next to OTAs, direct booking, and other channels.
Frequently asked questions
Questions before the work starts. If this hotel’s context differs, begin with a whole-hotel review.
B2B & Agent Sales
Talk through the hotel’s partner path
Start a B2B agent sales discussion so the hotel can see partner fit, rates, sales material, and follow-up, without needing a partner list first.
What the hotel receives from starting the discussion
- Partner Fit ReviewReview which partner type fits the hotel’s market and way of selling
- B2B Rate & Commission ReviewReview the rate structure and commission before selling starts
- Sales Material ChecklistThe sales documents the hotel needs before outreach
- Partner Follow-up PlanA follow-up plan after partner conversations begin
What Happens Next
- Send hotel details and the market you want to reach
- The team reviews B2B readiness
- Set the Partner Profile and the work scope
- Arrange a conversation on the action plan and next steps
