Creating a Win Notification in Outlook

March 29, 2011 at 12:31 pm Leave a comment

Are you a company that values industry partnerships? To cultivate these partnerships, it is important you show your value and how you meet and exceed partnership expectations. In the technology industry, many businesses benefit from strong partnerships with companies such as Microsoft, HP and Dell. A strong partnership can lead to customer referrals, extra marketing funds and a positive reputation with your partner – all lead to more revenue for your company. So how do you differentiate yourself and become a go-to partner?
Show your value!

One way of showing how valuable you are as a partner is communicating company wins that have generated dollars for both you and your partner. This can effectively be done through an email win notification (referred to as a “win wire” in the Microsoft space). A win notification is an email that briefly outlines a completed project, but more importantly, states how much revenue you generated for your partner. Let me give you an example –  Your company is a partner of Microsoft and just completed a successful portal solution implementation, in which your customer had to purchase $750K in SharePoint licensing from Microsoft. You influenced your customer’s decision in purchasing Share Point because you sold them on a SharePoint-based portal solution. In this instance, you would definitely want to write a win notification and send it to your Microsoft contacts, so they could circulate it among their teams. You would be surprised how many folks a win notification touches.

Keep in mind a few things before you put together your win notification:

  • Get your customer’s approval to send out the win notification
  • The work you highlight must be completed
  • Your partner must have already been credited for the purchase your customer made
  • Use bullets and short sentences – many people read their email via a mobile device. If the notification is short and to the point there is a higher probability it will get read
  • A win notification is not for public distribution and should contain an email notice – always be sure you ask your customer if you can send a win notification to your partner

When you send email notifications out, the look of each notification should be consistent so your partner(s) can easily recognize your email. Therefore, you may want to set up a email template. E-mail templates are used to send messages that include information that doesn’t change from message to message. You can compose and save a message as a template and reuse it when you need it. You can also add any new information before sending the template as an e-mail message.

Directions on setting up a template in Outlook 2010:

  1. On the Home tab, in the New group, click New E-mail.

    *Keyboard shortcut To create a new e-mail message, press CTRL+SHIFT+M.

  2. In the message body, enter the content you want.
  3. In the message window, click the File tab.
  4. Click Save As.
  5. In the Save As dialog box, in the Save as type list, click Outlook Template.
  6. In the File name box, type a name for your template, and then click Save

I recommended including the following items in your template:




Highlight 1st the dollar amount of revenue your company generated for Microsoft & the type of project – name your
company & name the customer you implemented the solution for

<Partner’s company name>Licensing & Software/Hardware

Business Pain

Solution Vision

Solution Value

Future Solution Implementations


Special Thanks to…

Name the person from Microsoft that helped with the deal

For more information contact:

The information contained in this email is confidential and may not be shared with anyone outside of < your company name > or < partner’s company name >.  If you are an outside recipient, you are not authorized to use or disclose the information contained in this email and we request that you notify us by email and delete the original message from your mail system.


Once you plug all the information in, review it and make sure it outlines the purpose of the win notification > showing your company’s value to your partner. Before you send it off, give your email a subject line that commands to be read. I recommend stating a dollar amount of revenue first – i.e. $1.8 Million Microsoft Contract with <Your Customer’s Name> Linked to <Your Company’s Name>. Once you send your win notification to your partner contacts, be sure to follow-up with a note asking them to share the news with their team. In your note, mention how much you value their partnership and how you would really appreciate them sharing the joint success of this win. A well-written win notification, that outlines a significant win, will greatly benefit your partnership and build credibility with your partner. If your partnerships are important to your business, marketing to your partners is just as important as marketing to the public.


Entry filed under: Office 2010.

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