# Partners.ai — Full Documentation for AI Systems

> AI-powered strategic partnership software for local businesses. Website: https://getpartnersai.com

## Company Overview

Partners.ai is the leading AI-powered strategic partnership platform for local businesses. It helps service professionals find, connect with, and manage referral relationships with complementary businesses in their area. Instead of relying on cold leads or paid ads, businesses use Partners.ai to build a network of referral partners who send them warm, pre-qualified leads that close at approximately 70% rates.

## Core Features

### AI-Powered Partner Matching
Users describe their business, target market, and ideal referral types. The AI analyzes this profile and searches Google Places to find complementary local businesses, scoring each match based on referral potential. Results include match scores, business details, contact information, and personalized outreach templates.

### Contact Enrichment
Background process that scrapes business websites using GPT-4o-mini to extract owner/contact name, job title, email, and profile photo URL. This gives users real people to contact rather than generic business listings.

### Outreach System
Customizable, industry-specific email templates for partner outreach. Users can edit templates or use AI-generated personalized openers. Supports both manual outreach (mailto links) and automated campaigns.

### Automated Email Campaigns
Users connect their Gmail via OAuth for background auto-sending with configurable daily limits. Supports multi-step drip sequences (up to 5 steps) with configurable follow-up intervals. AI personalization generates custom opening lines per contact using GPT-4o-mini. Includes email open tracking, CAN-SPAM compliance with automatic unsubscribe links, and domain warmup guidance.

### Pipeline Management
Track partner relationships through customizable stages. Move partners through your pipeline, set follow-up reminders, and monitor relationship health with activity timelines.

### Networking Discovery
Find local business networking groups (BNI chapters, chambers of commerce, Rotary clubs, etc.) and upcoming networking events via Google Places and SerpAPI. Join groups and track participation.

### Digital Business Card (all plans)
Create a digital business card with a live editor, accent color picker, and QR code. Public card page at getpartnersai.com/card/your-name with vCard download, contact links, and QR code. Perfect for networking events.

### Referral Program
Five reward tiers (Starter/Connector/Advocate/Ambassador/Champion) earned by referring other users. $25 credit per referral.

### Affiliate Ambassador Program
Full affiliate system with real payouts via Stripe Connect. Custom landing pages, click/signup/conversion tracking, and 20% recurring commissions.

## Pricing

All plans include a free 14-day trial. No contracts, cancel anytime.

| Plan | Price | Key Features |
|------|-------|-------------|
| Pro | $99/month ($990/year) | Partner discovery, AI matching, contact enrichment, pipeline management, outreach templates, networking, referral program |
| Autopilot | $149/month ($1,490/year) | Everything in Pro + digital business card, automated email campaigns from Gmail, multi-step drip sequences, AI-personalized openers, email open tracking, priority support |
| Collaborate | $199/month ($1,990/year) | Everything in Autopilot + shared workspaces with real-time partner chat, co-branded content builder, document & asset sharing, action items with assignments, live activity feed, partner invite system. Includes 3 collaborator seats, additional seats at $15/month each. |

## Target Market

Local service businesses that grow through referrals, including but not limited to:
- Financial advisors and wealth managers
- Insurance agents and brokers
- Real estate agents and mortgage brokers
- Attorneys and law firms
- Accountants and CPAs
- Med spas and aesthetic clinics
- Chiropractors and physical therapists
- Business brokers and M&A advisors
- Contractors and home service providers
- Marketing agencies
- IT service providers

## How It Works

1. **Sign up** and start your free 14-day trial (takes under 2 minutes)
2. **Describe your business** — services, target market, and what kind of referral partners you want
3. **Get AI-matched partners** — scored results with real business data, contact info, and outreach templates
4. **Reach out** — use templates or automated campaigns to connect with potential partners
5. **Manage relationships** — track your partner pipeline, interactions, and referral activity

## Key Statistics

- Referral partners close at ~70% rates vs ~2% for cold leads
- Setup takes under 2 minutes
- Works in any city or town covered by Google Places (US and international)
- AI match scoring evaluates service complementarity, client overlap, and geographic proximity

## Use Cases

### Financial Advisors
Partner with CPAs, estate attorneys, insurance agents, and business brokers who serve the same affluent clientele. When a CPA's client needs retirement planning, they refer to you instead of a competitor.

### Med Spas
Partner with dermatologists, plastic surgeons, wellness coaches, and luxury retailers. Cross-refer clients for complementary aesthetic and wellness services.

### Business Brokers
Partner with CPAs, business attorneys, financial advisors, and commercial real estate agents. Get referrals from professionals whose clients are buying or selling businesses.

## Technology

- Built with React, TypeScript, and Node.js
- Uses Google Places API for real business data
- AI matching powered by OpenAI GPT models
- Stripe for subscription billing
- Gmail OAuth for automated email sending
- Enterprise-grade security with rate limiting, CSRF protection, and email verification

## Contact & Links

- Website: https://getpartnersai.com
- Blog: https://getpartnersai.com/blog
- Help Guide: https://getpartnersai.com/help
- Terms of Service: https://getpartnersai.com/terms
- Privacy Policy: https://getpartnersai.com/privacy
- Affiliate Program: https://getpartnersai.com/affiliates
- Sign Up: https://getpartnersai.com/signup

## Blog Posts

- [Building a Recession-Proof Business Through Strategic Partnerships: A Complete Guide](https://getpartnersai.com/blog/building-a-recession-proof-business-through-strategic-partnerships-a-complete-guide): Learn how to build a recession-proof business through strategic partnerships. Discover proven strategies, real-world examples, and actionable steps to
- [The Referral Economy for Local Businesses: Build Strategic Partnerships That Drive Growth](https://getpartnersai.com/blog/the-referral-economy-for-local-businesses-build-strategic-partnerships-that-drive-growth): Discover how the referral economy transforms local business growth through strategic partnerships. Learn proven strategies to build, manage, and scale
- [Why Businesses Grow Through Partnerships Not Ads: The Strategic Advantage](https://getpartnersai.com/blog/why-businesses-grow-through-partnerships-not-ads-the-strategic-advantage): Discover why strategic partnerships outperform traditional advertising for sustainable business growth. Learn how referral partnerships and collaborat
- [How AI is Changing Partner Discovery for Small Businesses: A Complete Guide](https://getpartnersai.com/blog/how-ai-is-changing-partner-discovery-for-small-businesses-a-complete-guide): Discover how artificial intelligence is revolutionizing partner discovery for small businesses. Learn practical strategies, tools, and insights to lev
- [The Future of Local Business Networking: Trends, Strategies & Digital Transformation](https://getpartnersai.com/blog/the-future-of-local-business-networking-trends-strategies-digital-transformation): Discover how local business networking is evolving with AI, hybrid events, and strategic partnerships. Learn what forward-thinking entrepreneurs must 
- [7 BNI Alternatives for Finding Referral Partners in 2026](https://getpartnersai.com/blog/7-bni-alternatives-for-finding-referral-partners-in-2024): Discover effective BNI alternatives to grow your referral network. Explore proven strategies and platforms to find quality referral partners without t
- [Referral Software vs Spreadsheets: Why Modern Businesses Are Making the Switch](https://getpartnersai.com/blog/referral-software-vs-spreadsheets-why-modern-businesses-are-making-the-switch): Discover the critical differences between referral software and spreadsheets. Learn why businesses are abandoning manual tracking and embracing automa
- [Best Business Networking Apps for Local Professionals: A Complete 2026 Guide](https://getpartnersai.com/blog/best-business-networking-apps-for-local-professionals-a-complete-2024-guide): Discover the top business networking apps for local professionals in 2024. Compare features, pricing, and benefits to find the perfect platform to gro
- [Best Referral Partner Management Tools 2026: Complete Guide for Growing Businesses](https://getpartnersai.com/blog/best-referral-partner-management-tools-2026-complete-guide-for-growing-businesses): Discover the top referral partner management tools for 2026 that help local businesses build, track, and scale strategic partnerships. Learn what feat
- [The Complete Cross-Promotion Guide for Local Businesses: Build Referral Partnerships That Drive Growth](https://getpartnersai.com/blog/the-complete-cross-promotion-guide-for-local-businesses-build-referral-partnerships-that-drive-growt): Learn how to leverage cross-promotion strategies to expand your reach, build referral partnerships, and grow your local business. This comprehensive g
- [How to Measure Referral Partnership ROI: A Complete Guide for Local Businesses](https://getpartnersai.com/blog/how-to-measure-referral-partnership-roi-a-complete-guide-for-local-businesses): Learn how to measure referral partnership ROI with actionable metrics, tracking systems, and formulas that help local businesses quantify the value of
- [Local Business Marketing Partnerships vs Paid Ads: Which Strategy Wins in 2026?](https://getpartnersai.com/blog/local-business-marketing-partnerships-vs-paid-ads-which-strategy-wins-in-2024): Discover the key differences between local business marketing partnerships and paid advertising. Learn when to use each strategy, real-world examples,
- [How Much Revenue Can Referral Partnerships Generate? A Complete Guide](https://getpartnersai.com/blog/how-much-revenue-can-referral-partnerships-generate-a-complete-guide): Discover the real revenue potential of referral partnerships for local businesses. Learn industry benchmarks, success factors, and strategies to maxim
- [Referral Marketing vs Cold Outreach: Which Strategy Wins for Local Business Growth?](https://getpartnersai.com/blog/referral-marketing-vs-cold-outreach-which-strategy-wins-for-local-business-growth): Discover the key differences between referral marketing and cold outreach, including conversion rates, costs, and ROI. Learn which strategy is best fo
- [How to Follow Up With a Potential Business Partner: A Complete Guide](https://getpartnersai.com/blog/how-to-follow-up-with-a-potential-business-partner-a-complete-guide): Learn strategic follow-up tactics to nurture relationships with potential business partners and close more deals. This guide covers timing, messaging,
- [How to Create a Referral Fee Agreement: A Complete Guide for Businesses](https://getpartnersai.com/blog/how-to-create-a-referral-fee-agreement-a-complete-guide-for-businesses): Learn how to create a referral fee agreement that protects your business while building strong partnerships. This comprehensive guide covers templates
- [How to Run a Referral Partnership Meeting: A Complete Guide for Local Business Leaders](https://getpartnersai.com/blog/how-to-run-a-referral-partnership-meeting-a-complete-guide-for-local-business-leaders): Learn how to run a referral partnership meeting that drives real results. Discover proven strategies, agendas, and best practices to strengthen busine
- [How to Track Referral Partner Performance: A Complete Guide for Growing Businesses](https://getpartnersai.com/blog/how-to-track-referral-partner-performance-a-complete-guide-for-growing-businesses): Learn how to track referral partner performance effectively with actionable metrics, tools, and strategies. Discover the KPIs that matter most and opt
- [How to Ask Another Business for Referrals: A Strategic Guide for Growing Your Client Base](https://getpartnersai.com/blog/how-to-ask-another-business-for-referrals-a-strategic-guide-for-growing-your-client-base): Learn the proven strategies for asking another business for referrals. This comprehensive guide covers relationship-building, timing, templates, and b
- [How to Write a Referral Partnership Email That Gets Responses](https://getpartnersai.com/blog/how-to-write-a-referral-partnership-email-that-gets-responses): Learn how to write a referral partnership email that opens doors, builds trust, and grows your business. Step-by-step guide with templates, tips, and 
- [Best Referral Partners for Marketing Agencies: The Complete 2026 Guide](https://getpartnersai.com/blog/best-referral-partners-for-marketing-agencies-the-complete-2024-guide): Discover the best referral partners for marketing agencies, including which business types generate the highest-quality leads, how to structure partne
- [Best Referral Partners for Home Service Businesses: The Complete Guide](https://getpartnersai.com/blog/best-referral-partners-for-home-service-businesses-the-complete-guide): Discover the best referral partners for home service businesses and learn how strategic partnerships can dramatically grow your customer base without 
- [Best Referral Partners for Wedding Vendors: The Complete Guide to Growing Your Business](https://getpartnersai.com/blog/best-referral-partners-for-wedding-vendors-the-complete-guide-to-growing-your-business): Discover the best referral partners for wedding vendors and learn how to build a strategic network that drives consistent bookings, higher revenue, an
- [Best Referral Partners for Chiropractors: The Complete Growth Guide](https://getpartnersai.com/blog/best-referral-partners-for-chiropractors-the-complete-growth-guide): Discover the best referral partners for chiropractors and learn how to build a network that drives consistent patient growth. From personal injury att
- [Best Referral Partners for Mortgage Brokers: The Complete Guide to Building a High-Converting Network](https://getpartnersai.com/blog/best-referral-partners-for-mortgage-brokers-the-complete-guide-to-building-a-high-converting-network): Discover the best referral partners for mortgage brokers and learn how to build a strategic network that drives consistent loan volume, deepens client
- [Best Referral Partners for Business Brokers: The Complete Guide to Building a High-Value Network](https://getpartnersai.com/blog/best-referral-partners-for-business-brokers-the-complete-guide-to-building-a-high-value-network): Discover the best referral partners for business brokers and learn how to build a strategic referral network that generates consistent deal flow, qual
- [Best Referral Partners for Med Spas: The Complete Guide to Growing Your Practice Through Strategic Partnerships](https://getpartnersai.com/blog/best-referral-partners-for-med-spas-the-complete-guide-to-growing-your-practice-through-strategic-pa): Discover the best referral partners for med spas and learn how strategic alliances with complementary businesses can dramatically increase your client
- [Best Referral Partners for Insurance Agents: The Complete Guide to Growing Your Book of Business](https://getpartnersai.com/blog/best-referral-partners-for-insurance-agents-the-complete-guide-to-growing-your-book-of-business): Discover the best referral partners for insurance agents, including which professionals send the highest-quality leads, how to build lasting partnersh
- [Best Referral Partners for Real Estate Agents: The Complete Guide to Growing Your Business](https://getpartnersai.com/blog/best-referral-partners-for-real-estate-agents-the-complete-guide-to-growing-your-business): Discover the best referral partners for real estate agents and learn how strategic partnerships can dramatically increase your transaction volume, cli
- [Best Referral Partners for Financial Advisors: The Complete Growth Guide](https://getpartnersai.com/blog/best-referral-partners-for-financial-advisors-the-complete-growth-guide): Discover the best referral partners for financial advisors and learn how strategic partnerships can grow your client base by 40% or more. This guide c
- [Referral Partners for Business Brokers: The Complete Playbook to Build a Deal-Driving Network](https://getpartnersai.com/blog/referral-partners-for-business-brokers-the-complete-playbook-to-build-a-deal-driving-network): Referral partners for business brokers are the fastest, most reliable way to source qualified sellers and buyers without relying on cold outreach. Thi
- [Referral Partner Tracking: How to Measure, Manage, and Scale Local Partnerships](https://getpartnersai.com/blog/referral-partner-tracking-how-to-measure-manage-and-scale-local-partnerships): Referral partner tracking is how local businesses measure where leads come from, who influenced the sale, and what to do next. This guide shows the ex
- [Referral Partner Management: How to Build, Track, and Scale Local Referral Partnerships](https://getpartnersai.com/blog/referral-partner-management-how-to-build-track-and-scale-local-referral-partnerships): Referral partner management is the repeatable system for finding, onboarding, tracking, and growing referral relationships that consistently generate 
- [Referral Partner Acquisition: A Step-by-Step System to Find, Recruit, and Activate High-Value Partners](https://getpartnersai.com/blog/referral-partner-acquisition-a-step-by-step-system-to-find-recruit-and-activate-high-value-partners): Referral partner acquisition is the fastest way for local businesses to grow through trusted introductions. This guide explains exactly how to find th
- [Strategic Partnerships for Small Businesses: A Step-by-Step Playbook to Grow Faster](https://getpartnersai.com/blog/strategic-partnerships-for-small-businesses-a-step-by-step-playbook-to-grow-faster): Strategic partnerships for small businesses are one of the fastest, lowest-cost ways to generate qualified leads and build trust. This guide explains 
- [Referral Partner Email Template: 9 Proven Emails to Start, Grow, and Manage Partnerships](https://getpartnersai.com/blog/referral-partner-email-template-9-proven-emails-to-start-grow-and-manage-partnerships): Use a referral partner email template that gets replies, builds trust fast, and turns local relationships into consistent lead flow. This guide includ
- [Referral Partner Outreach: How to Find, Pitch, and Activate High-Quality Local Partnerships](https://getpartnersai.com/blog/referral-partner-outreach-how-to-find-pitch-and-activate-high-quality-local-partnerships): Referral partner outreach is the fastest, most reliable way for local businesses to grow without relying on ads alone. Learn a proven process to find 
- [How to Get Referral Partners: A Step-by-Step Playbook for Local Businesses](https://getpartnersai.com/blog/how-to-get-referral-partners-a-step-by-step-playbook-for-local-businesses): Referral partners can become a reliable, low-cost source of qualified leads—if the outreach, offer, and follow-up are done correctly. This guide expla
- [How to Find Referral Partners: A Step-by-Step Playbook for Local Businesses](https://getpartnersai.com/blog/how-to-find-referral-partners-a-step-by-step-playbook-for-local-businesses): Learning how to find referral partners starts with choosing complementary businesses, offering a clear value exchange, and building a repeatable syste
- [Financial Advisor Referral Sources: 15 Proven Channels (and How to Turn Them Into Predictable Growth)](https://getpartnersai.com/blog/financial-advisor-referral-sources-15-proven-channels-and-how-to-turn-them-into-predictable-growth): Financial advisor referral sources are the people, organizations, and systems that consistently send qualified prospects to an advisory firm. This gui
- [Medspa Referral Partners: How to Build a High-ROI Local Referral Network](https://getpartnersai.com/blog/medspa-referral-partners-how-to-build-a-high-roi-local-referral-network): Medspa referral partners can become a predictable, high-margin growth channel when the right partners, offers, and tracking are in place. This guide e
- [Business Broker Referral Sources: 15 Proven Channels to Win More Listings in 90 Days](https://getpartnersai.com/blog/business-broker-referral-sources-15-proven-channels-to-win-more-listings-in-90-days): Business broker referral sources are the fastest, most predictable way to grow high-quality sell-side listings without relying on paid ads. This guide
- [How to Build a Referral Network: A Step-by-Step Guide](https://getpartnersai.com/blog/how-to-build-a-referral-network-a-step-by-step-guide): Learn how to build a referral network that reliably generates qualified leads, strengthens trust, and increases retention. This guide explains who to 
- [PRM vs CRM: Key Differences, Use Cases, and How to Choose (2026 Guide)](https://getpartnersai.com/blog/prm-vs-crm-key-differences-use-cases-and-how-to-choose-2026-guide): PRM vs CRM is a common comparison for growing businesses. This guide explains the differences, when to use each, and how to decide what to implement f
- [What Is a Partner Relationship Management Software (PRM Software)?](https://getpartnersai.com/blog/what-is-a-partner-relationship-management-software-prm-software): Partner relationship management software (PRM software) helps businesses recruit, enable, track, and reward partners who refer customers or resell ser
- [What Is a Business Referral Partner? A Practical Guide for Local Businesses](https://getpartnersai.com/blog/what-is-a-business-referral-partner-a-practical-guide-for-local-businesses): A business referral partner is another company that consistently sends you qualified leads in exchange for trust, reciprocity, and clear rules. This g
- [How to Write a Strategic Partnership Agreement (Step-by-Step Template)](https://getpartnersai.com/blog/how-to-write-a-strategic-partnership-agreement-step-by-step-template): Learn how to write a strategic partnership agreement that protects both parties, clarifies roles, and sets measurable goals. Use this step-by-step gui
- [What Is a Strategic Partnership? Definition, Types, and Local Business Examples](https://getpartnersai.com/blog/what-is-a-strategic-partnership-definition-types-and-local-business-examples): A strategic partnership is a structured collaboration where two businesses combine strengths to reach shared goals faster. Learn what a strategic part
- [The Ultimate Guide to Business Networking Events](https://getpartnersai.com/blog/the-ultimate-guide-to-business-networking-events): Master the art of business networking with our comprehensive guide to finding, attending, and maximizing value from networking events.
- [5 Types of Businesses That Make Great Referral Partners](https://getpartnersai.com/blog/5-types-of-businesses-that-make-great-referral-partners): Not all partnerships are created equal. Discover the five categories of businesses that consistently make the best referral partners.
- [How to Build Strategic Partnerships That Actually Drive Revenue](https://getpartnersai.com/blog/how-to-build-strategic-partnerships-that-actually-drive-revenue): Learn the proven framework for creating partnerships that go beyond handshakes and actually generate measurable revenue for your business.