The all-in-one AI plugin for Channel Partner Managers

Skills for channel partner managers 17

• mktg partnership outreach writerWrites partner outreach emails and co-marketing pitches, like a three-email sequence inviting a regional reseller to a joint webinar.
• office meeting notesTurns raw partner meeting notes into structured decisions and action items, like a distributor call recap with owners and deadlines.
• agency summarize meetingSummarizes a partner meeting transcript into date, participants, decisions, and actions, like a quarterly partner review recording.
• agency co marketingFinds co-marketing partners and plans joint campaigns, like an integration launch with a complementary software vendor.
• meeting distiller proCleans messy partner call notes into decisions and follow-ups, so nothing from a pipeline review gets lost.
• sales channel optimization analystAnalyzes channel data for performance, segmentation, and risk, like spotting a reseller tier with falling margins.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 25

• Partner Recruitment Outreach3 prompts, like Draft Partner Recruitment Email
• Partner Onboarding And Training3 prompts, like Build Partner 30-60-90 Onboarding Plan
• Partner Communication And Updates4 prompts, like Draft Monthly Partner Newsletter
• Sales Targets And Planning3 prompts, like Set Partner Sales Targets
• Performance Monitoring And Reviews3 prompts, like Analyze Partner Sales Data
• Marketing And Co-Selling3 prompts, like Plan a Joint Co-Marketing Campaign
• Issue Resolution And Conflict3 prompts, like Draft Response To Partner Complaint

Apps you can build with AI 3

• Sales partner commitment monitorTrack accepted responsibilities in shared opportunities, so you always know which partner owes which task by when. Demo included.
• Channel partner training pathwayTeach partners practical use cases from verified material, so their reps can demo your product without guessing. Demo included.
• Transparent partner matching and referral workbenchReduce manual partner research while keeping every match explainable and human-approved, which speeds up referral decisions. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Strategic Partner Fit Agent". Each one also has a guided set-up with sample data on its page.

• Strategic Partner Fit AgentA partner comparison where every score is backed by a source.
• Partner Onboarding Milestone AgentA signed partner reaches its first live milestone on schedule with every task owned and tracked.
• Reseller and Channel Sales Report Reconciliation AgentConfirmed channel sales per partner that tie to internal records, with every difference explained or disputed.
• Strategic Partner Screening AgentA scored shortlist of partners that are checked before anyone is contacted.
• Affiliate Tier Promotion and Demotion Review AgentApply tier rules consistently and explain every change.
• Strategic Partner Performance Review AgentGive leaders a data-based view of each partner and a record of what was agreed to fix.
• Notary Marketing and Referral Partner AgentKeep referral partners warm with regular, welcome contact and track the jobs that follow.
• Partner Pipeline Revenue Forecast AgentA partner revenue forecast built only from live deals and tied to the CRM
• Partner Certification Expiry AgentEvery active partner holds current certifications, or the gap is dealt with deliberately
• Partner Lead Handoff Quality AgentEvery lead passed to a partner gets a documented first contact and next step on time
• Partner Co-Marketing Campaign Tracker AgentJoint campaigns finish on time and results are compared with targets
• Partner Escalation and Issue Tracker AgentEvery partner issue is routed, tracked and closed with the partner's confirmation

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Linked API MCP serverLets your AI search LinkedIn, read profiles and conversations, and send messages for you. Official.
• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• Outlook Assistant MCP serverLets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.
• LinkedIn MCP serverLets your AI read LinkedIn profiles, jobs, feed and messages, and with your OK, send connects and posts.
• OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving. Official.
• HeyLead LinkedIn outreach MCP serverLet your AI find LinkedIn leads, write messages in your voice, follow up, and handle replies for you. Official. No install needed.
• Slack MCP serverLets your AI read, search, and post in your Slack channels, threads, and DMs for you.
• Outlook MCP serverLets your AI read, search, draft and send Outlook email and browse your OneDrive files for you.
• GigaMail MCP serverLet your AI read, search and draft your email, with you approving every send or delete.
• PipesHub MCP serverLets your AI search across your work apps like Google Workspace, Microsoft 365, Slack and Jira, and answer with the sources it found.
• Mail MCP serverLets your AI read, search, send, reply to and forward email across several accounts for you.
• Apollo.io MCP serverYour AI can search for sales prospects and look up contact and company details using Apollo.io.

Your Grok Bot team 8

• Referral ProgramDesigns and optimizes referral and affiliate programs to turn customers into growth engines.
• Co MarketingFind co-marketing partners and plan joint campaigns for SaaS products.
• Sales Enablement PackBuilds one-pagers, battlecards, and objection handling docs from product information whenever sales collateral is needed.
• Competitor TrackingSystematic competitor analysis for developer tools — track features, pricing, sentiment, and battlecards. No market entry strategy or product roadmap.
• Marketing Strategy PmmDevelops product positioning, GTM strategy, and competitive intelligence for B2B SaaS.
• Executing Marketing CampaignsPlans, creates, and optimizes marketing campaigns across channels with measurable results.
• Partnership Outreach ManagerFinds, courts, and manages business partnerships from first contact to expansion.
• Partnership Pipeline ScoutFinds, evaluates, and manages partnership opportunities for business development leaders.