Give partners a channel that feels connected to the product.
Create a role-focused partner path for referrals, opportunities, onboarding, support handoff, and commercial visibility without exposing internal workspaces.
This solution focuses on one practical business result at a time. You can see what it changes for your team, what is included, and how it connects to the rest of your setup.
01
Partner-ready access
The right people get the right access without extra steps.
02
Cleaner referral handoffs
Work moves to the right person with its context intact.
03
Visible commercial ownership
Teams can see the next step and act with confidence.
The operator journey
Show the work in the order it really happens.
01
Invite the relationship
Establish partner identity, scope, agreement, and organization boundary.
02
Share the opportunity
Move referrals, leads, project context, and next action through a focused channel.
03
Measure the handoff
Keep status, payout, support, and customer ownership clear across the relationship.
Connected by design
This solution connects with the rest of your setup.
Connected areas are shown as clear product relationships, not as a technical list. Each one has its own role in the plan and can be rolled out separately.
