Chambers of commerce, trade associations, B2B website agencies, CRM consultants, ERP consultants, Shopify and HubSpot agencies, accounting firms, and digital transformation consultants.
Partners
Bring AI employees to the businesses you serve.
Workbase AI helps your clients and members respond faster, quote sooner, follow up every lead, track orders, and improve payment visibility.
Become a partnerA focused AI service offering that solves practical revenue workflow problems instead of asking clients to buy another generic software platform.
Member education, AI-enabled websites, CRM cleanup, quote template modernization, payment visibility, and managed rollout programs.
Use co-branded materials, workflow templates, and education sessions to help SMEs understand quote-to-cash AI employees.
Workbase AI can help configure workflows, quote templates, integrations, and owner briefs for early partner clients.
New AI service offering, better client retention, faster digital transformation rollout, optional managed setup, and scalable workflow templates.
Rollout model
A practical partner path from education to implementation.
Partners can package Workbase as a focused quote-to-cash modernization offer instead of a vague AI transformation project.
Educate
Run workshops for members or clients on where revenue gets lost between inquiry and payment.
Audit
Map inboxes, quote templates, CRM, spreadsheets, orders, invoices, and approval bottlenecks.
Launch
Start one AI employee around a visible workflow such as inquiry-to-quote or invoice-to-payment.
Expand
Add follow-up, order coordination, owner briefs, and partner-managed optimization over time.
Partner packages
Ways to bring Workbase to the businesses you serve.
Teach SMEs how to use AI employees for practical revenue work without technical setup language.
Connect inquiries from websites, forms, CRM, and inboxes into quote-ready workflows.
Use Workbase to turn scattered sales, order, and payment processes into a managed action queue.
Help clients see deposits, balances, overdue invoices, and reminder drafts without replacing accounting tools.
Launch a practical AI program for B2B SMEs.
Bring quote-to-cash AI employees to companies that need faster follow-up, cleaner quotes, better order visibility, and clearer payment tracking.
Become a partner