Same automation. Four different workflows.
Tuesday you saw the code. Today you see how real team members actually use it. Managers strategize. Analysts measure. Ops onboard. Specialists nurture. Each role has different needs, different dashboards, different wins.
Team Workflows
See how different roles use the same system to transform their daily work.Click each role below
Before Automation
With Automation
Dashboard Metrics
Impact By The Numbers
"I finally have time to actually build relationships instead of tracking them."
— Partnership Manager, 6 years SaaS growth
How Roles Work Together Through the System
Watch how all four roles collaborate on a single partner journey without a single manual handoff.
New Partner Application: TechBlog.io applies to affiliate program
✨ Scroll here to watch the workflow
Practice-Wide Impact
| Metric | Before | After | Improvement |
|---|---|---|---|
| Partner Onboarding Time | 5-7 days average | 24 hours average | 83% faster |
| Partners Managed Per Person | 20-25 partners/specialist | 60-75 partners/specialist | 3x capacity |
| Attribution Accuracy | 70% (manual matching) | 95% (AI-powered) | +25 points |
| Weekly Reporting Time | 8 hours (manual) | 45 minutes (automated) | 91% reduction |
Getting Your Team On Board
Manager: 'AI can't understand partner relationships like I do'
Show dashboard tracking sentiment from emails/calls. AI flags issues, manager decides action. You're still the strategist, just with better intel.
Manager sees AI caught 3 at-risk partners they missed. Trust builds through data.
Analyst: 'Our attribution is too complex for automation'
Run parallel for 30 days: manual vs AI attribution. Show 95% match rate, plus AI catches edge cases you missed.
Analyst realizes AI handles complexity better than VLOOKUP. Focuses on insights, not data cleaning.
Operations: 'Partners will hate automated onboarding'
A/B test: 50% manual, 50% automated. Survey both groups. Automated group rates experience 4.6/5 vs 3.8/5 manual.
Partners prefer self-service (faster, no waiting). Ops focuses on exceptions, not repetition.
Specialist: 'I'll lose the personal touch with partners'
AI handles admin (tracking, reporting, reminders). You spend 75% more time on strategic calls, content collaboration, relationship building.
Partner NPS increases from 32 to 58. More time for humans = better relationships.
Leadership: 'What if the system goes down?'
Show 99.9% uptime SLA, automatic backups, manual override for every workflow. Plus, current process has 'human downtime' (vacations, sick days).
System is more reliable than manual process. Partners get consistent experience 24/7.
Investment & ROI
Typical payback in 30-45 days through time savings and increased partner capacity
Pricing
ROI Calculator
Proven Results
From Demo to Live in 3 Weeks
From demo to production in just 3 weeks
- Connect CRM, payment processor, affiliate platform, analytics
- Import existing partner data (historical performance)
- Configure role-specific dashboards and permissions
- Set up automated workflows (onboarding, reporting, alerts)
- Train each role on their workflow (2hr sessions per role)
- Run pilot with 10 partners (mix of new + existing)
- Gather feedback from team, adjust configurations
- Test all integrations end-to-end
- Migrate all partners to new system
- Go live with automated onboarding
- Daily check-ins for first week
- Measure baseline metrics vs new performance
Enterprise deployments may take 4-6 weeks for custom integrations and multi-region setup
2026 Randeep Bhatia. All Rights Reserved.
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