Partner, referral, and co-sell infrastructure for ecosystem-led growth. Tracks who referred what, maps shared accounts, and keeps partner relationships active — without the manual overhead of weekly check-ins and spreadsheet attribution.
// SYSTEMS
Logs every referral source automatically, tracks deal progression against each partner, and calculates attribution without manual input. Sends partners timely status updates on their referred deals.
Automated referral attribution log with partner-facing status updates.
Cross-references your CRM with partner CRMs and mutual connection data to surface shared accounts. Identifies co-sell and expansion opportunities. Weekly overlap report delivered to your team.
Weekly shared account overlap report with co-sell opportunity flags.
Monitors partner health signals — engagement drops, champion job changes, unanswered intros. Drafts a timely re-engagement message for each at-risk relationship within 24 hours of the signal triggering.
Drafted re-engagement messages within 24h of partner health signal.
Manages the back-channel of a co-sell motion. Tracks joint pipeline, flags misaligned deal stages, and drafts partner-facing updates. Keeps everyone aligned without weekly sync calls.
Joint pipeline tracker and partner-ready update drafts on deal stage changes.
// RIGHT FOR
// NOT FOR
// RECOMMENDED ENTRY
PA-01 Referral Tracker — Sprint. Immediate attribution clarity.
DELIVERABLE
Live referral attribution log and a weekly partner health digest delivered to your team.
// HOW TO START
Two ways in — both result in client-owned components with full handover documentation. Scope and pricing confirmed on the architecture call.
Sprint
one-time · 5-day delivery
OS Deploy
Recommendedone-time · 3–4 week deployment
This is an architecture call, not a sales call. We map your entry point, recommend the right OS, and confirm fit before quoting. No commitment required.
Book an architecture call →// READY TO START
Start with a Sprint — one system, 5 days, you own everything. Then build from there.