Partner referrals & handoffs
Said on a call.
Routed to a partner.
“Our CSM said we should talk to you.” “We’re looking for an agency for the migration.” Referrals get spoken out loud every week — then die in the recording. Telephos catches both directions, attributes the partner, and routes the signal. No rep submission required.
01 · The leak01 · The leak
Spoken on Tuesday. Gone by Friday.
Nobody fills out a referral form mid-deal. So partner attribution gets reconstructed at QBR time — from memory, in a spreadsheet, weeks late. The referral happened. The record of it never did.
Tue · discovery call
“Honestly, our CSM said we should talk to you.”
Friday
Still in the recording. Nobody logged it.
QBR attribution: reconstructed from memory
Illustrative demo data
“Honestly, our CSM said we should talk to you.”
A partner just sent you a deal — out loud, on the record. If that sentence never leaves the transcript, the partner never gets credit, and you never learn who’s actually sourcing your pipeline.
“We’re looking for an agency for the migration.”
A customer just asked for a handoff you could make. That’s a warm introduction for a partner on your bench — if anyone hears it. Telephos hears every one.
02 · Caught
Caught in the sentence.
Attributed to the partner.
When a referral is said on a call, Telephos flags the exact moment, resolves which partner it points to, and files it under that partner’s name — direction and all.
Discovery call · DTC beverage brand · $20–50M
Your repThanks for making time. What’s got you looking at reviews now?
Head of RetentionHonestly, our CSM over at our email platform told us we should be talking to you.
Head of RetentionWe’ve been meaning to fix our post-purchase flow for a while.
Your repMakes sense — let’s start there.
Referral caught
Illustrative demo data
03 · The ledger
Who’s sending. Who’s asking.
Your partner manager sees a running ledger of who’s sending you deals, what your customers are asking for, and where the next handoff is waiting — built from calls you already ran.
Partner ledger · trailing 90 days
32 inbound referrals, each tied to its call
Illustrative demo data
04 · The handoff
The deal closes.
The context comes with it.
Most handoffs are a calendar invite and a prayer. When a deal closes, Telephos assembles the brief from the deal’s own calls — every commitment the rep made, every stakeholder who showed up, the scope as the customer described it. The receiving team starts where sales finished, not at zero.
Handoff brief
Assembled from 6 calls
Outdoor apparel brand · $50–100M — closed won
Commitments made
- SMS flows migrated before peak seasonPricing call
- Loyalty data imported from the legacy programTechnical call
- Weekly check-in through launchClose call
Stakeholders met
- VP Ecommerce — decisionDiscovery call
- Retention lead — day-to-dayDemo call
- Agency contact running the subscriptions stackTechnical call
Scope discussed
- Reviews + loyalty bundlePricing call
- Helpdesk integration — raised twiceDemo call
- EU storefront expansion parked for Q2Legal call
Illustrative demo data
05 · Your motion
Plays into the partner book you already run.
Telephos doesn’t replace your partner program. It gives it ears — additive signal on the accounts you already track, from calls you already ran.
Overlap lists → live signal
Overlap tools say who. Your calls say what.
Seeded call prep
Ask two questions. Harvest every answer.
Partner managers seed questions into call prep. Reps ask them naturally; Telephos catches every answer and files it as attributed referral data.
Illustrative demo data
Trading intros with a partner every week? That’s Telephos for Partnerships →
Your own transcripts
See the referrals already sitting in your calls.
A 14-day PoC runs on your own transcripts. If referrals are being said, we’ll find them — and show you who they belong to.