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.
The outcome
You get companies scored by product overlap, and intro emails from your partnerships lead go out once you approve them.
See it working
The template itself, with its sample records. Click around before you use it.
What's inside
Everything below comes working, with sample records, ready for you to reshape.
4 tables
- Company
12 fields
- Team
4 fields
- Companies
18 fields
- Outreach
27 fields
2 automations
- Send approved emails
When a record in Outreach meets the conditions
- Reply received
When a connected app reports an event
2 apps
- Partner desk
An app on top of the tables
- Playbook
An app on top of the tables
Connections
Needs no external accounts.
About this template
In Jocky's words.
What's inside
- 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 click. 1 sentence. Yours.
-
Click Use template on this page. Its 4 tables, 2 automations, and 2 apps open in your Teable already working, with sample records. Nothing to install, nothing to set up.
-
Tell Teable AI what's different, the way you'd say it: “Follow up after 5 days with no reply.” It changes the fields, steps, and screens to match.
-
Its 2 automations run on their own. You just run the business.
Templates
More for saas
Most used first.
-
Client portal
Give each client a page with project status, files, and a request form, while you work from the same records.
-
Feedback triage
Collect feedback in one place, let AI tag the theme and urgency, and alert your team about anything urgent.
-
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.
Start with B2B partner outreach
1-click to start, 1 sentence to make it fit your business. No developers, and no app every other shop already has. Want help setting it up? Our team can work through it with you.
