Partner Ops Co‑Pilot (AI)
AI-powered partner qualification, workflow automation, ecosystem intelligence, and co-selling recommendations to scale your partner operations.
AI Capabilities
Automate partner operations with intelligent workflows
Partner Qualification + Scoring
AI analyzes partner profiles, capabilities, and fit to automatically score and prioritize partners based on your ideal partner profile.
Partner-Account Mapping
Intelligently map partners to target accounts, identify co-selling opportunities, and suggest account coverage strategies.
Workflow Automation
Automate partner onboarding, QBR scheduling, enablement checklists, and other repetitive partner operations tasks.
Ecosystem Intelligence
Monitor news, signals, and market changes relevant to your partners. Get alerts on opportunities and risks.
Auto-Generated Content
Generate partner messaging, GTM content, enablement materials, and communication templates tailored to your partners.
Co-Selling Recommendations
AI-powered engine suggests which partners to engage for specific accounts, deals, or opportunities based on historical data and fit.
Dashboards + Reporting Automation
Automatically generate partner performance reports, QBR decks, executive summaries, and custom dashboards with real-time insights.
Data Sources & Integration
Connects to your existing tools and data
CRM Integration
- HubSpot
- Salesforce
- Pipedrive
Database & Workflow
- Notion
- Airtable
- Google Sheets
Tech Stack (MVP)
Custom GPT + GSheet backend with integrations to your CRM and workflow tools
How It Works
See AI Co-Pilot in action
Example: Partner Qualification
When a new partner applies, AI Co-Pilot automatically:
- 1.Analyzes partner profile, website, and public data
- 2.Scores partner against your ideal partner profile
- 3.Generates qualification summary and recommendations
- 4.Creates partner record in your CRM with all relevant data
Example: Co-Selling Recommendations
For each target account, AI Co-Pilot:
- 1.Analyzes account profile and buying signals
- 2.Matches account to partners with relevant relationships or expertise
- 3.Generates co-selling opportunity summary with partner recommendations
- 4.Creates task in your workflow tool to engage recommended partners
Example: Automated QBR Prep
Before each quarterly business review, AI Co-Pilot:
- 1.Pulls partner performance data from CRM and other sources
- 2.Generates QBR deck with metrics, insights, and recommendations
- 3.Schedules QBR meeting and sends calendar invites
- 4.Creates follow-up action items based on QBR discussion
Pricing
Flexible pricing based on usage and features
Based on number of partners, workflows, and AI features
Up to 25 partners, basic automation
Up to 100 partners, full AI features
Unlimited partners, custom AI models
Ready to Automate Your Partner Operations?
Try the AI Co-Pilot and see how AI can scale your partner operations.