Learn how to use Partners.ai to find referral partners, manage your partnership pipeline, send outreach emails, and grow your business through strategic collaborations.
Sign up at getpartnersai.com/signup with your email address. You'll receive a verification email to confirm your account.
After signing in, you'll be guided through our onboarding wizard where you describe your business, services, target market, and ideal referral partner types.
Partners.ai uses AI to analyze your business profile and search for complementary local businesses. Results include match scores, business details, contact information, and reasons why each business is a good fit.
Track partners through customizable stages: New, Reached Out, Talking To, Pending Partnership, and Active Partnership. Use drag-and-drop to move partners between stages.
Choose from pre-written templates for introductions, coffee meeting invitations, and referral proposals. Templates are automatically personalized with your business details.
Create multi-step drip campaigns with AI-personalized opening lines. Send manually through your email client or connect Gmail for automated sending.
Discover local business networking groups and upcoming events in your area. Join groups and track events to expand your professional network.