B2B partner outreach
Creator outreach for software companies looking for partners. Find companies that sell to your buyers, see a fit score from product overlap, and send intro emails from your partnerships lead once you approve them.
Das Ergebnis
You get companies scored by product overlap, and intro emails from your partnerships lead go out once you approve them.
Sieh sie in Aktion
Die Vorlage selbst, mit ihren Beispieldaten. Klick dich durch, bevor du sie verwendest.
Was drin ist
Alles hier unten läuft sofort, mit Beispieldaten, und ist bereit für deine Änderungen.
4 Tabellen
- Company
12 Felder
- Team
4 Felder
- Companies
18 Felder
- Outreach
27 Felder
2 Automatisierungen
- Send approved emails
Wenn ein Datensatz in „Outreach“ die Bedingungen erfüllt
- Reply received
Wenn eine verbundene App ein Ereignis meldet
2 Apps
- Partner desk
Eine App auf Basis der Tabellen
- Playbook
Eine App auf Basis der Tabellen
Verbindungen
Braucht keine externen Konten.
Über diese Vorlage
So beschreibt es Jocky.
Was drin ist
- Companies: what each company sells, who buys it, where your products overlap, how many of your customers asked for it, and a public business email
- Outreach: each intro and follow-up, its status, and the reply
- Fit score (AI): scores each company on shared buyers, product overlap, and customer requests, and says why
- Send approved emails (automation): sends from your Gmail when an intro is approved, never twice
- Reply received (automation): logs each company's reply and tells your partnerships lead
- Partner desk (app): approve intros, follow every thread, and book the meeting
Get started
- Describe your product and offer. What you sell, your buyers, and the partner offer.
- Find companies. Ask Teable AI to collect matching software companies.
- Connect your email. Approved intros go out from your partnerships lead's Gmail.
Connect after you install. Grant your Gmail as GMAIL to the Partner desk app and to both automations. Until then nothing is sent, and the app says so.
Playbook. The first thing in the project walks you through every step, including connecting your accounts, and ticks them off as you go. Delete it once you're done.
Sign-in. Your team signs in with Teable or a one-time code sent to their email. Owners approve and send; staff draft intros, log replies, and book meetings.
Comes with sample data for a made-up software company, Northwind. Every sample email is on example.com, and nothing is connected until you connect your own accounts.
1 Klick. 1 Satz. Deins.
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Klick auf dieser Seite auf „Vorlage verwenden“. Du bekommst 4 Tabellen, 2 Automatisierungen und 2 Apps direkt in deinem Teable, sofort einsatzbereit und mit Beispieldaten. Nichts zu installieren, nichts einzurichten.
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Sag Teable AI in deinen eigenen Worten, was bei dir anders ist: „Follow up after 5 days with no reply.“ Teable AI passt dann Felder, Schritte und Oberflächen an.
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Die 2 Automatisierungen laufen von selbst. Du kümmerst dich nur noch um dein Geschäft.
Vorlagen
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Die meistgenutzten zuerst.
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Client portal
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Feedback triage
Collect feedback in one place, let AI tag the theme and urgency, and alert your team about anything urgent.
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Lead enrichment
Paste a list of companies, research each one with Teable AI, and score it against your ideal customer before the best go to HubSpot.
Starte mit B2B partner outreach
1 Klick zum Starten, 1 Satz und sie passt zu deinem Geschäft. Keine Entwickler und keine App, die jeder andere Betrieb schon hat. Du willst Hilfe beim Einrichten? Unser Team geht es gemeinsam mit dir durch.
