Partners
The Partners page (Partners Network) helps you find and connect with complementary businesses for referrals and collaboration.
Tabs overview
| Tab | Purpose |
|---|---|
| Live Search | Real-time partner discovery |
| Location Search | Find partners by area |
| Partner Types | Filter by business category |
| Saved Partners | Your partner list |
| Analytics | Partnership metrics |
| Follow Up | Pending outreach |
| Reach Out | Send partnership requests |
Live Search tab
Find potential partners in real-time:
- Enter search terms (business type, service)
- View matching businesses
- Click Save to add to your list
Location Search tab
Search by geography:
- Enter location or use current location
- Set radius (e.g., 5 miles)
- Browse nearby businesses
- Save relevant partners
Partner Types tab
Filter by business category:
| Type | Examples |
|---|---|
| Complementary | Related services |
| Suppliers | Vendors and distributors |
| Referral | Cross-referral partners |
| Service | Professional services |
Saved Partners tab
Your partner list shows:
| Info | Description |
|---|---|
| Business name | Partner company |
| Type | Partnership category |
| Location | Address |
| Status | Active, Pending, etc. |
| Notes | Your relationship notes |
Reach Out tab
Send partnership requests:
- Select partner from saved list
- Choose outreach type (email, message)
- Customize message
- Send
Analytics tab
| Metric | Description |
|---|---|
| Total partners | All saved partners |
| Active partnerships | Currently collaborating |
| Referrals sent | Jobs you've referred |
| Referrals received | Jobs referred to you |
Tips
- Build a network of 5-10 strong partners
- Send regular referrals to strengthen relationships
- Follow up within 48 hours of initial contact
- Document partnership terms in notes
What's next
- Track local trends: Growth → Local Vibes
- Grow customer base: Growth → Customers
- Set up loyalty: Growth → Loyalty Program