Track every partner referral to an outcome
Each referral gets an owner, a thank-you to the partner and a logged result.
Sales · Accounting and bookkeeping · When something happens · Updated
Works with
- Slack
- Gmail
- Microsoft 365
- Superhuman Mail
- HubSpot
- Salesforce
- Attio
- Pipedrive
Slack
Gmail
Microsoft 365
Superhuman Mail
HubSpot
Salesforce
Attio
PipedriveHow do you track every partner referral to an outcome?
To track every partner referral to an outcome, set Maito up on your email and CRM. When a partner sends a referral, it logs the prospect and the partner, assigns an owner, and drafts a thank-you. Later it asks for the result and flags referrals with no outcome logged.
How it's done today
The referral arrives by email and nobody confirms who is responsible.
What Maito does
- Log the prospect and the partner who sent them
- Assign an owner
- Acknowledge the partner
- Track the first contact and the outcome
Example
Loop run: New email from a partner
Referral logged and assigned to Nora. • Prospect: Carla Mendes, Initech Logistics, 12 staff • From: Frank Osei, Osei Law, partner since 2024 • Need: bookkeeping catch-up for January to September Acknowledgement sent to Frank: "Received. Nora will be in touch with Carla this week." Catch: Frank didn't copy Carla, so there's no sign she agreed to us having her details. Also, Frank's August referral to Hooli never got an outcome logged. I'll tell him only what the prospect allows.
@Maito Draft a short note to Carla mentioning Frank's introduction.
Draft, not sent: "Hi Carla, Frank Osei suggested we talk about catching up your books. Would Thursday or Friday suit for a 20-minute chat?" Say go and I'll send it from maito@northstar.example with you copied.
Maito (8:52 AM):
Referral logged and assigned to Nora.
• Prospect: Carla Mendes, Initech Logistics, 12 staff
• From: Frank Osei, Osei Law, partner since 2024
• Need: bookkeeping catch-up for January to September
Acknowledgement sent to Frank: "Received. Nora will be in touch with Carla this week."
Catch: Frank didn't copy Carla, so there's no sign she agreed to us having her details. Also, Frank's August referral to Hooli never got an outcome logged. I'll tell him only what the prospect allows.
Nora (9:03 AM):
Draft a short note to Carla mentioning Frank's introduction.
Maito (9:04 AM):
Draft, not sent: "Hi Carla, Frank Osei suggested we talk about catching up your books. Would Thursday or Friday suit for a 20-minute chat?" Say go and I'll send it from maito@northstar.example with you copied.
How to set it up
- Ask your agent
“When a partner emails us an introduction, log the prospect in the CRM as a referral, assign it to Nora, and send the partner a short acknowledgement. Draft a first message to the prospect for Nora to approve.”
- Connect email
- Gmail
- Microsoft 365
- Superhuman Mail
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It can only log what partners send. Outcomes still need someone to report them.
Questions
It sends a short acknowledgement. Anything that tells the partner about the prospect waits for approval.
Maito flags it and says only what the prospect allows, so you can check they're happy to be contacted.
In your CRM, such as HubSpot, Salesforce, Attio or Pipedrive.
