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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.

使用模板
  • 作者Jocky
  • 安装量(30 天)0
  • 行业SaaS
  • 最近更新2026年11月5日

用上之后

You get companies scored by product overlap, and intro emails from your partnerships lead go out once you approve them.

看看实际效果

这就是模板本身,带着示例数据。用之前可以先随便点点看。

里面有什么

下面这些装好就能用,还带着示例数据,随你改。

4 个表格

  • Company

    12 个字段

  • Team

    4 个字段

  • Companies

    18 个字段

  • Outreach

    27 个字段

2 个自动化

  • Send approved emails

    「Outreach」中的记录满足条件时

  • Reply received

    已连接的应用发来事件时

2 个应用

  • Partner desk

    基于表格的应用

  • Playbook

    基于表格的应用

连接

不需要连接外部账号。

关于这个模板

以下是 Jocky 的原话。

里面有什么

  • 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

  1. Describe your product and offer. What you sell, your buyers, and the partner offer.
  2. Find companies. Ask Teable AI to collect matching software companies.
  3. 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.

一键开始,一句话改好,只属于你。

  1. 01 / 03

    一键开始

    点本页的「使用模板」。它的 4 个表格、2 个自动化和 2 个应用会直接在你的 Teable 里打开,已经能用,还带着示例数据。不用安装,也不用配置。

  2. 02 / 03

    一句话改成你的

    用你平时说话的方式,告诉 Teable AI 哪里不一样:“Follow up after 5 days with no reply”。它会相应地改好字段、流程和界面。

  3. 03 / 03

    之后的每一天都与众不同

    它的 2 个自动化会自己跑。你只管做事。

更多SaaS模板

最常用的排在前面。

  1. Client portal

    Give each client a page with project status, files, and a request form, while you work from the same records.

    Jocky

  2. Feedback triage

    Collect feedback in one place, let AI tag the theme and urgency, and alert your team about anything urgent.

    Jocky

  3. 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.

    Jocky

从「B2B partner outreach」开始

一键开始,一句话改成贴合你业务的样子。不用找开发,也不用和别家店用同一款软件。需要帮忙搭建?我们的团队可以陪你一起弄。

Teable
描述你的流程,生成可用的业务系统连接 · 自动化 · 执行
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