GROWTH PLAYBOOK

Local partnerships

Finds the local businesses that already meet your ideal customer, then builds simple two-way deals that send booked estimates. Use it when you want jobs from realtors, builders, suppliers or complementary trades.

GrowthVersion 1.0.16 steps

What it fixes

A realtor, a property manager or a builder talks to your next customer before you do. One good partner can keep sending estimates with no media spend. We shortlist the partner types that meet your buyer, write a fair one-page deal for each, and draft a first note for you to approve. Every hand-off is tagged in your CRM. We count held estimates and signed jobs from partner leads against your baseline.

What the research says

73%
Nearly three in four business decision-makers name peer recommendations as their most trusted source. A partner who vouches for you carries that trust.
SurveyMonkey and Reddit, The Hidden B2B Journey 2026: trust is the new currency in B2B buying (2026)
2.8x
Deals that came through a partner won at 2.8 times the rate of deals that did not. Partner leads close better.
Introw, Partner deals have a bigger deal size and higher win rate (2024)
53%
Deals are 53% more likely to close when a partner is involved. A warm introduction beats a cold lead.
Crossbeam, 4 ways partner-sourced leads outperform cold leads (2023)

What's inside

01
List partner types that meet your ideal customer first
02
Score names and pick the first ones to approach
03
Write a fair one-page deal for each type
04
Draft a short first note for you to approve
05
Add a CRM field so partner leads are tagged
06
Set a 90-day contact plan and a review date

See it in action

You ask

We're a basement waterproofing company in Kansas City. Who should we partner with, and what do we offer them?

The playbook delivers

A shortlist: home inspectors, realtors who list older homes, and plumbers who do not do waterproofing, each scored by how often they meet your buyer. The deal sheet shows what each side gives, how a lead is passed over and how it is tracked. Two first-touch drafts per partner type wait for your approval. The 90-day plan names who to contact each week and sets the CRM tag.

At $10M and up

How it runs in a larger operation

At scale, partnerships work when each branch holds a few strong ones and the handoffs are tracked. Every partner has a CRM tag, a named owner and a referral record. Leadership sees sold jobs from partners by location.

Each branch holds a ranked partner list
Referral handoffs tracked in the CRM
Sold jobs counted by partner, quarterly

Talk to us about running it at scale

For executives Team Skill Upgrade

Put our playbooks inside the AI your team already uses.

Three of the playbooks we run for service businesses, written so your team can paste them into ChatGPT, Claude, Gemini or Copilot and use them the same afternoon. Free for owners and operators.

15 minSetup, inside the AI tools your team already pays for. No new software.
3Playbooks: speed to lead, landing page conversion and review generation.
1 ruleEvery result counts in your CRM, and a person approves what goes out.

Works with the AI tools your team already uses

ChatGPT
Claude
Gemini
Copilot
Perplexity
Grok
Meta AI
Le Chat

ChatGPT, Claude, Gemini, Copilot, Perplexity, Grok, Meta AI and Le Chat are trademarks of their owners. The playbooks work with them. No endorsement is implied.

Questions owners ask

Do we pay partners?

Not necessarily. Many deals are lead swaps or shared events. If money is involved we check the rules first.

How do we track partner leads?

With a source field in your CRM, set at the hand-off.

What if a partner sends poor leads?

The deal states what a good lead is, and we review the numbers at 90 days.

All playbooks