Sales Partner
Fresh, researched leads every week, each matched to the offer most
likely to land, with sourced talking points ready for you to approve.
Most small businesses know they should be doing outreach. Few have the
hours to find the right businesses, look into each one, and work out
what to say. Sales Partner does that groundwork for you: it finds
businesses that fit your ideal customer, checks them against your own
criteria, researches the promising ones, picks the one offer from your
own catalog that suits each, and writes talking points your own
sequences and calls can use. You stay in charge of who gets contacted
and when.
What you get each week
- New leads that fit. Businesses that match your ideal customer,
found from map listings, websites and web search, each given a fit
score against your own criteria with the reasons written down.
- Real research on the best ones. What's changing at each business
(new hires, a new location, a missing website, recent news), who the
decision-maker is, and how to reach them. Every fact links to where
it was found. A second score, from that research, is recorded for
you to read; it doesn't trigger anything.
- Evidence from reviews, ads, jobs and the website. It reads a
business's recent Google reviews (quoting a snippet with its date,
link and the reviewer's first name, never their profile or photo), checks whether it runs Google or
Facebook ads, looks for open jobs on Indeed, and reads its website,
guided by the research tips you gave for each offer. Each source is
capped, and a lead's Apify spend stops at $0.50 by default. A lead
that hit the cap carries a Research Capped flag and says which
sources it skipped, so you can decide whether to continue.
- The offer most likely to land. Each lead gets a Segment, an
Industry, and a Hero Offer from your offer catalog, with an Offer
Reason and an Offer Evidence rating (strong, moderate or weak) that
say how well the research backs the pick. When your rules rule out
every offer, the Hero Offer stays empty and says why.
- Talking points to work from. For each researched lead it writes a
Sales Partner · Talking Points note on the company in your CRM: who
it is for, the offer, an opener, sourced points, what to avoid, and
the ways to reach them. Your own sequences, automations or calls use
them. Each run adds a dated section and never rewrites an earlier one.
- Social profiles for the people it finds. Confident matches are
filled on the person record; possible matches go in a note on the
person. LinkedIn is searched by name. Instagram, Facebook and TikTok
come from the business's own pages, and from Exa when it is
connected. Nothing is ever followed or messaged.
- A point of contact on each new lead. The most senior person it
found with an email address is set on the lead, with the reason, and
the talking points are written for them. Your email workflow (for
example n8n) reads it. Set or change it by hand and it is never
overwritten.
- A weekly summary sent to you: what's waiting for your
review, what's approved but not yet contacted, what moved, and what
research tools cost.
How it works
- A short interview. It learns your business, your ideal customer,
the offers you sell and the signals that point to each one, the
results you can point to, and how you like to sound.
- It works on a schedule. Each week it finds, scores and researches
new leads, matches each to an offer and writes its talking points,
all inside your CRM. It stops at Researched.
- You review. Read the research, the offer and the talking points,
and drag the leads you like to Approved. If a lead below the
research bar deserves a look, tick Research Anyway and it is
researched on the next run.
- Your process takes over. From there, your own CRM automations,
sequences, email tool, or you yourself make contact. Sales Partner's
job is done, and it never touches a lead at Approved or later.
Why you can trust it
- It never sends anything to a prospect. It has no ability to email,
message or post to them on your behalf. Nothing goes further than
Researched until you approve it, and contact stays with you and the
tools you already use.
It messages only you, through Resend, from a no-reply address on
your domain.
- You can see everything it did. Every run writes a record to an Airtable base you own. The agent can add to that record but never change or delete it.
- It never makes things up. Facts about a prospect come with a source
link or are marked unverified. Claims about your business come only
from what you told it.
- It respects "no." A business marked Do Not Contact is never
prepared again, and the agent can't remove that mark.
- It's safe to leave running. Every system it uses has written rules
it cannot break, checked on every action rather than just promised in
its instructions. If a rule can't be checked, it won't run on a
schedule.
- LinkedIn stays human on every platform. Talking points are text
for you to use. The agent never follows, connects with or messages
anyone on LinkedIn, Instagram, Facebook, TikTok or anywhere else.
- Your data stays yours. Leads live in your CRM, your business notes
live in your own private folder, and passwords and keys never go into
the agent.
This is the beginning of the README. Read the rest at the original. Read the full README ↗
