Your AI Guy · Partner Channel Acquisition Playbook
Your Revenue Partner coordinates the research, recruitment, onboarding, activation, campaigns, attribution, and re-engagement that keep the channel producing.
The complete walkthrough
This 43-minute session shows how focused agents find partners, prepare conversations, activate the network, and bring consequential decisions back to a human.
This is a 43-minute walkthrough. Watch at 2× speed to get through it in about 22 minutes, or use the timestamps below to jump straight to what matters most to you.
Your next step
Take the documents, setup guide, tool list, and public Revenue Partner used to begin the channel build.
The three operating roles
The Revenue Partner coordinates the system. Specialist agents keep market research, relationship activation, and reporting easy to inspect, approve, and improve.
Builds the partner universe from verified data and starts relevant conversations.
Owns priorities, handoffs, follow-up, campaigns, and the operating scorecard.
Turns recruited relationships into active, supported, measurable partners.
The operating rules
The agent can research, organize, draft, and monitor freely inside its workspace. Consequential action stays controlled.
Give each operator a narrow responsibility, a clear output, and a measurable next action.
Use a second check before a campaign, customer-facing message, or important workflow goes live.
Sending, publishing, spending, changing records, inviting people, and launching campaigns require explicit approval.
When the team finds a mistake, update the instructions and operating rules so the same failure is less likely next time.
How it fits together
Each specialist feeds one shared system so partner conversations, promised campaigns, referrals, and follow-up do not disappear between an inbox, a CRM, and the next human step.
Researches, scores, and opens relevant conversations with potential referral partners.
Turns business context and partner interest into a credible offer, owner, campaign, and next action.
Onboards, supports, follows up with, and re-engages the relationships that can produce.
Tracks referral source, progression, pipeline, and closed revenue so the team can improve the bottleneck.
Active partners, campaign results, and referral data feed the next partner cohort ↺
The channel is not a loose set of tools. It has a workspace, a custom client system, an audience engine, and an AI Guy operating layer.
Agents, computers, campaigns, and execution in one operating environment.
The installed referral-acquisition system configured around your partners, CRM, and reporting.
Podcasts, conferences, stages, and the decision-makers behind trusted audiences.
System design, implementation, context, training, optimization, and support.
From repository to employee
The public repository provides the current technical path. The preparation guide helps you arrive with the accounts, identity, job, and guardrails that make the installation useful.
Choose one job closest to revenue instead of trying to automate the entire company at once.
Have Slack, model access, the approved workspace, and the business tools you want to connect ready.
Name the agent, who it serves, how it communicates, what it values, and what it must never do.
Write the daily duties, weekly rhythm, reports, tools, escalation rules, and first assignments.
Give the repository to Codex or Claude Code, follow START-HERE, and complete only the private account approvals it needs.
Confirm it answers in Slack, understands the role, can read the minimum tools, and asks before consequential work.
Take the complete resource set
Use the talk for context, the prep guide for your setup call, the system resource for strategy, and the repository for the current installation path.
The complete 43-minute explanation of the three revenue-agent playbooks and their human approval points.
Watch videoThe account checklist plus the questions that define your agent’s identity, job, tools, reports, and boundaries.
Open prep guideThe Nine Revenue Loops, front-end go-to-market stack, installation order, and operating model behind the agent.
Open system docThe presentation view that organizes the old way, the agent way, and the human step for every playbook.
Open talk deckThe source-grounded agent, current START-HERE guide, operating rules, safety model, and installation documentation.
View repositoryThe linked documents and presentation are reference materials. The GitHub repository is the current technical source for installation, supported runtime, available integrations, and verified release status.
Start with the partner channel
We will help you define the partner profile, install the operating system, launch the first cohort, and train the people who own the relationships.