Modules · Module 9 of 12

Partners. Partners who bring deals.

Find, qualify and onboard partners, keep them updated, and see who owes whom an introduction.

6 commands

Every command

Type it as written or in your own words, in English or Slovenian. Anything that would leave your machine is a draft until you say send.

partner statuspartner pipelinequalify partner Acmedormant partners
The partner list, where each one stands, and who went quiet.
onboard a new partner
The first 24 hours: CRM records, folder, materials mail drafted.
update the partners
The regular partner update, drafted for your go-ahead.

Nothing new to install. These are tools your agent already has or connects once; the commands use them on your side, never ours.

Local database3 of 3 commands
Where your records live when you have no CRM: a SQLite file on your machine that your agent creates.
CRM connector3 of 3 commands
HubSpot, Pipedrive, ClickUp or Salesforce through your agent's own connector. Without one, the local database stands in.
Mail3 of 3 commands
Gmail or Outlook, connected in your agent. Drafts wait there until you say send.
LinkedIn provider3 of 3 commands
Your own LinkedIn account through your own Unipile key, at a human pace.

Also used

Paste one line into your agent, sign in by email and say “set me up”. The sentences on this page work from then on, in English or Slovenian.