The Partnerships Agent Playbook for Claude
How to wire Claude Code to find strategic partners, prioritize targets, and write outreach that doesn't sound like a template
A founder I know closed his best three enterprise deals in a row through the same integration partner.
Not through ads, not through cold outbound, not through a BDR. Through one relationship that kept compounding. When I asked how he built it, he said something that stuck: “I didn’t build it. I stumbled into it. I have no idea how to find the others.”
Most founders know channel partners are a lever. They just don’t have a system for finding them, prioritizing them, and getting in front of the right person at each one without spending a week on research.
This guide gives you that system.
By the end, you’ll have a Claude Code project that runs a full partnerships pipeline end-to-end:
it searches for partner candidates based on your product and ICP
screens and scores them against a rubric grounded in actual evidence
selects the right contact based on what you’re asking for, finds that person’s email through Hunter.io
builds a GTM angle
drafts a personalized email and files it directly in your Gmail inbox
between sessions, everything is saved to a local Excel file
You set it up once. Every time you run it, you’re building on what came before.
Inside you will find:
What a Channel Partner Actually Is (and Which Type You Need)
How to Set Up the Claude Project and the Excel CRM
How to Wire Claude’s Identity and Choose an Operating Mode
How to Make Claude Find, Screen, and Score Partners
How to Make Claude Browse Sites and Find the Right Person
How to Select the Partnership Motion
How to Build the GTM Angle and Draft Without Hallucinating
How to Connect Gmail and Keep the Excel Pipeline Updated
The Complete Example: From Brief to Inbox in One Session
A CRM shouldn’t obfuscate your data. It should remove entire layers of busywork. Attio is the AI CRM built to do exactly that.
Connect your email and calendar, and Attio turns every customer interaction into context it can reason over and act on. Whether you’re running product-led growth or enterprise sales, Attio gives you the building blocks to run your ideal GTM system.
Then Ask Attio to:
Analyze sales calls and surface patterns across hundreds of conversations
Prep for any meeting with full context on what was said and what’s at risk
Draft personalized post-call follow-ups in seconds
Ask more from CRM. Ask Attio.
👀 Before we get into it, a quick heads up: given the incredible response over the past few days, we’ve decided to extend the deadline!
If you’ve been thinking about upgrading to premium, this is still your window: current subscribers lock in today’s rate forever.
After April 13th, new subscribers will pay significantly more.
No tricks, just a real deadline.
The reason? We are working on 100xing the value of Product Market Fit.
You’re going to love what’s coming next 🔥
🗣️ Or you can always invite a friend and unlock rewards along the way:
3 friends → 1 month free
5 friends → 3 months free
25 friends → 6 months free
Appreciate you spreading the word 🤝
We’re already 70,000+ founders and operators inside!
💭 Remember!
As a premium subscriber you’ll also get access to all the other Claude resources we put together, such as:
We’re quietly turning this into something real.
A very small number of founders and companies will be able to work with us directly on Jordan and some of the other agents we’re building and sharing in the newsletter.
This will stay limited. We’re building in stealth.
If you want to know more, reply to this newsletter or DM me on LinkedIn.
Now, back to work.
🚀 Let’s begin!
