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Partner referral - agency

Sales SDR · Apr 8, 2026, 3:33 AM

Transcript

  • User

    We're a marketing agency and one of our clients asked us to evaluate AI calling tools for their sales team. So we're not the end user but we need to be able to present something.

  • Sales SDR

    We work with a lot of agencies in that situation—we can set up a partner-focused demo and get you a client-ready deck so you can present it to them. Would an intro call this week work? We can do a short demo and then get you the materials.

  • User

    Thursday afternoon would work. We have a client check-in in the morning but we're free after 2.

  • Sales SDR

    I'll send a calendar invite for Thursday afternoon to partner@agency.io and attach the client deck so you have it for the meeting. You'll get both in the next hour. Anything specific the client cares about—industry, use case—that we should emphasize in the deck?

  • User

    They're in SaaS, mostly outbound demos. So that use case.

  • Sales SDR

    We'll make sure the demo and deck highlight outbound and demo booking for SaaS. You're all set for Thursday.