Partner Research / Workflow example
Find a Digital Asset Partner Worth Reviewing
Compare product fit and CRM history before preparing one human-reviewed partner brief.
A partner directory gives a business development team candidates, not qualified conversations. Product fit and existing relationships still need review. This simulation compares the target requirements with source records and prepares one partner brief. Records are fictional.
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How Does the Example Work?
CopperPay seeks US B2B USDC payments on Polygon. The fictional directory contains Cedar Bridge, Mesa Route, and Saguaro Ledger.
Select Prepare the partner brief. Cedar Bridge matches the supplied requirements. Mesa Route uses Base. Saguaro Ledger matches but already has an open CRM conversation.
Inspect the directory, product, and CRM sources dated October 9, 2026. The brief keeps both exclusions visible. Directory membership does not prove buyer interest or a business relationship.
Choose Approve the partner brief. The local receipt names Lena and SEARCH-301. Its next step is to verify Cedar Bridge’s product fit. No introduction is sent. Missing product evidence needs correction before approval.
What Potential ROI Could This Produce?
At 50% adoption, this example releases 16.7 hours monthly. Assisted time includes human review.
Labor proxy: sales and related occupations. May 2025 BLS means: Phoenix $26.96/hour; US: $26.43/hour.
June 2026 US compensation supports a rounded 1.43 wages-plus-benefits factor. This national factor is a Phoenix assumption.
| Input | Illustrative assumption |
|---|---|
| Monthly partner briefs | 100 |
| Minutes, manual → assisted | 30 → 10 |
| Build and internal rollout | $6,000 |
| Monthly operations | $200 |
| Potential value | Phoenix | US |
|---|---|---|
| Hourly wages + benefits | $38.55 | $37.79 |
| Monthly capacity value | $643 | $630 |
| Monthly net capacity value | $443 | $430 |
| First-year capacity ROI | -8% | -10% |
| Simple payback, months | 13.6 | 14.0 |
First-year cost: $8,400. Build assumes $5,000 service fees after credit and $1,000 internal rollout. Adoption is constant from month one. Slower adoption lowers returns. Long payback periods are mathematical extensions, not forecasts.
Capacity alone does not recover this build in year one. Start with directory filters and CRM duplicate checks.
Released capacity is not automatic cash savings. These inputs are illustrative, not a desic quote. Internal support is included; optional $999/month Maintenance is extra. Use the ROI guide to replace assumptions.
What Needs Human Review?
The BD owner verifies current product support and relationship history. Measure accepted candidates, duplicates, and preparation time. No partner revenue is assumed. Confirm interest through a permitted human conversation.
Start with a Paid Workflow Diagnostic
Bring one partner search to the Diagnostic. We examine source rights, product evidence, duplicate handling, and a configuration option. The $1,500 Workflow Diagnostic takes one week. Receive a process map, ROI estimate, and build plan. The result is a fixed Sprint scope or a reason not to build.
The fee is credited toward a $5,000 Sprint starting within 30 days. Review the Diagnostic scope.