Telephos
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WorkflowsHow it all comes togetherBattlecardsChurn & renewal flagsRoadmap inputPartner referrals & handoffsThe ecosystem map
By segment
SaaS vendorsAgencies
By team
Rev OpsSalesCustomer SuccessProductProduct MarketingPartnerships
How it worksBuild vs BuyScore your tool
Sign in
01 Sound familiar02 Week back03 The ask04 This week05 Different06 Settle up

Telephos · for partner teams

You’re great with people. Get back to it.

Partnerships are won at dinners, on conference floors and on calls — not in spreadsheets. Telephos handles everything after the conversation, so you stop trading lists and start trading meetings this week.

See why Gorgias and Loop Returns use Telephos every day

Partner dinner · in progress

7:54

You: busy being great with people.

🥂

Referral caught

A DTC skincare brand · $20–50M asked for an agency on today’s call

now

Sent to your agency partner, word for word

“Do you know a CRM agency you’d trust? We want help migrating before Q1.”

now

Favor logged

Your agency partner owes you one

now

Tomorrow

3 meetings your partner wants an intro to

now

01 · Sound familiar?

You were hired for the room.
The job turned into a switchboard.

Why you were hired

What you’re great at

🥂 Partner dinners🎤 Working a conference floor☕ Coffee that becomes a deal🤝 Warm intros⛳ The golf outing🧠 Remembering everyone’s kids’ names

Energy in. Pipeline out.

What fills the week instead

🎧 listen_to_calls(×27)📋 update_referral_sheet.xlsx📞 “did the intro happen?”🔁 relay partner → rep🗂️ log it in the CRM📝 QBR prep from memory

Energy out. Paperwork in.

02 · Give the week back

Telephos takes the busywork.
You keep the people.

Telephos listens to every call, catches every referral and partner mention, and gets it to the right rep — so the calendar goes back to the part of the job you were hired for.

MonTueWedThuFri9a
🎧Listen to call recordings
☕Coffee w/ agency founder
📞Ping rep: “any update?”
🥗Lunch with top partner
📊Rebuild referral report
🎤Event floor
📝QBR deck from memory
📣Joint pitch w/ partner
📋Reconcile referral sheet
🙋Partner office hours
11a
📋Update referral sheet
🤝Partner QBR — in person
🎧Listen to more calls
🤝Intro: partner ↔ new AE
🕵️“Who sourced this deal?”
🎤Event floor
🔁Relay partner → rep
🥐Breakfast w/ new partner
📞Ping rep again
💌Thank-you notes to partners
1p
🥗Partner lunch (squeezed in)
🗂️Log calls in CRM
⛳Golf outing
🎧Listen to calls (cont.)
🥂Speaker dinner
🗂️Update CRM fields
🍹Partner team happy hour
📝Write weekly recap
🎉Plan next month’s event
3p
🔁Relay notes to AE
📣Plan co-hosted webinar
🔁Relay rep → partner
🍻Drinks w/ ecosystem leads
📞Chase intro status
🚶Walk-and-talk w/ partner
🎧Listen to calls (still)
🌱Recruit a new partner
🎧Catch up on calls
🌅Leave early. You earned it.

People time Busywork

5%of the week with people

ListenedEvery partner call, so you don’t have to.
CaughtThe referral buried at minute 41.
RelayedThe partner’s exact words, straight to the rep.
LoggedWho, when, and what was said — on the record.

Illustrative — demo data

03 · The ask

Partnerships don’t stall for lack of data.
They stall on the ask.

You already have the overlap. What you don’t have is the short list worth raising — and a reason for the other side to act on it.

2,412Overlap tells you who you share. It doesn’t tell you who to raise.

Illustrative — demo data

Overlap isn’t a plan.

Thousands of shared accounts tell you who you have in common — not which ones matter this week.

Asks arrive without a reason.

A list lands with logos and nothing else. With no reason the account would care, the intro never gets made.

Favors go on a tab.

You do the work now; the return is a quarter away, if it comes. Long tabs run on trust most partnerships haven’t built.

04 · This week

The meetings are already on the calendar.

Your team is meeting accounts your partner wants — and theirs are meeting yours. Telephos lines them up before the call, while an intro can still happen.

Mon

10:00Supplements brand
2:30Home goods brandPartner’s ask

Tue

11:00Beverage brand

Wed

9:30Jewelry brand
3:00Pet supplies brand

Thu

1:00DTC skincare brandPartner’s ask
4:00Coffee brand

Fri

10:30Outdoor apparel brandPartner’s ask

3 meetings this week where your partner wants an intro.

Illustrative — demo data

05 · Why it’s different

Overlap tells you who.
Conversations tell you when.

Account mapping shows the accounts you share. A CRM shows what someone remembered to type. Neither holds the sentence a buyer actually said about your partner — directional, timestamped, in their own words. That’s the part Telephos has.

Already use an account-mapping tool? Keep it. Telephos starts from your partner list and tells you which of those overlaps are worth a meeting this week.
Account mappingKeyword trackersTelephos
Which accounts you share
Who’s meeting them this week
Why they’d care — in their words
Who referred whom, both directions
Catches a partner whose name was misheard
Gets the ask to the rep, no relay

Yes Partially NoBy category, not any single product

06 · Settle up

Settle favors this week, not next year.

Both sides’ asks run in the same 1:1, against the same week’s meetings. When an intro is made on a recorded call, your partner sees it land — nobody has to report back.

Q1
Q2
Q3
Q4

Intros you made

Intros you got back

+10

intros still owed after a year — a tab that runs on trust.

Illustrative — demo data

Your next partner 1:1

Walk in with intros that pay off this week.

A 30-day PoC runs on your own data. We’ll show you which accounts your partners care about are already on your team’s calendar.

How it works

Partner referrals & handoffs

Every referral said on a call, caught and attributed in both directions.

Read more →

The ecosystem map

Where every vendor and agency sits in your customers’ stacks.

Read more →

How it all comes together

Transcripts in. Structured data out. The whole picture.

Read more →

Less telephone. More Telephos.

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