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Partner Sales Stack and Workflow

Welcome to the partner saleS stack and workflow we use internally to find and convert agencies. we know it will work for you, as we covered all our bases! 

  • First, read the section below on GDPR and check out this presentation to get an idea of what/how of cold outreach in the world of GDPR.

  • Watch the full strategy video:

  • Use this link to sign up for Leadfeeder (so you get a discount) to get it added to your site. 

  • Read through the examples of good and bad cold email to ensure you are not making the same mistakes. 

  • Now, use our cold email sequence template and best practices to create your email sequence.

  • Book a demo with so you can use it to gather more data like those partners you already have in your program. 

  • Grab this template from so you can start grabbing Adhoc data based on the use of tech like HubSpot, Quickbooks, Marketo… and other technologies they use.

  • Read this article to ensure you are set up to do cold outreach (your domain, data quality, warmed IP…) 

  • = Ip analysis to discover what companies visited which pages on your site, segment them by industry, look them up to see if a lead already exists, then push them into CRM if they dont exist. 

  • = programmatic enrichment of lookalike data from within the CRM (or manually via sheet or URL by URL). 

  • = a sheet-based dashboard that allows you to find and organize and enrich data using firmagraphics from LinkedIn + technology being used on their website.

For cold email… here is our recommendation today: is by far the best cold email tool we’ve ever used - it’s stupid proof essentially so you protect your company domain. 

How it works is: 

  1. Create a Leadfeeder account (use this link to get their discount).

    1. Add Leadfeeder to your website.

    2. Set up filters for Industry = Marketing/Advertising, page URLs viewed… whatever you want. 

  2. Connect your filters from LF to your CRM and/or Slack notifications via Zapier or native integration. Make sure those leads are tagged correctly as they go into the CRM if your sales team is also using the same CRM.
    *Note - while we do not suggest cold leads to be pushed into PRM until AFTER they have opted into your program, we do suggest those of you utilizing Airtable for your partnership activities add these leads to the cold leads tab automatically so they can be put into a nurturing automation. 

  3. Setup to automatically lookup data matching those you have tagged using Leadfeeder AND look up agencies like those. To do this, contact Julian (below) and discuss how it can work with your CRM. You can start using Ocean today by looking up companies like those already partnered with you. 

  4. Start running some of the filters we have set up in our DashDash template for finding agencies who use the technology you know you sell well with (i.e. HubSpot, Quickbooks, Marketo, Salesforce…)

  5. IF you have the marketing team, send them the data to them so they can start retargeting them with ads on LinkedIn or Facebook/Instagram to warm them up.

  6. Start your LinkedIn connection requests - use free account - connection only - no add a note.

  7. Setup your cold outreach workflow - use the framework here

Share this video and process with your sales lead to start to form a stack you all can be a part of. Chances are they have their own data sources, but this is the time to see if there is a unified process for you both, or if it’s best that you run your own stack.


Value proposition: Take ownership of your leads by building internal tools just using spreadsheets. Great for finding companies, contacts of decision-makers, and automating CRM input.

Coming this quarter

  • Salesforce integration

  • Better email finder

Coming in 2021

  • Company lookup by specialty, keyword

Deal for Partners

  • Bypass the waiting list by signing up to dashdash after the workshop. We will give you access to the account so you can skip the waiting list. Sign up link.

  • $3 credit to get started. Get your first lists of companies and people using the free credits and see value immediately. 

  • Set Up a 30min onboarding call for a dedicated walkthrough of making the most out of dashdash for you

Value proposition: Ocean provides AI and a global database of companies to find your next customer, enrich your CRM data, and automate repetitive sales tasks.

Upcoming features:

  • Enlarging our US database (currently 1.5 Million companies)

  • Add Spanish, Portuguese to the languages we can scrape

  • Data normalization directly in the CRM, so cleaning the data within a CRM and add missing data

  • More precise and advanced sales data analytics supporting sales teams in their prospecting

Deal for partners:

  • Pay for 1 year (3000€) and get 3 months extra on top.

  • 50% on our paid trials, if you want to try out the platform for 2 weeks before committing long term, pay 125€ instead of the 250€.

  • Set up an demo call with Julian and get a thorough walkthrough of the different functionalities of

GDPR comments:

  • Under Recital 47 of GDPR, it is specifically mentioned that the processing of personal data for marketing purposes may be regarded as carried out for a “legitimate interest”. As a company, we have to ensure that we have properly balanced the interests and rights of the individual whose personal data will be processed and our/third party interests.

  • If you want to read more about GDPR compliance and how companies like make sure that they comply with the rules related to GDPR, you can click here on the article written by our legal team.

  • Every country also has their own set of rules for marketing and the handling of data, which complement the GDPR related general rules. Here is for example a map of Europe with the different rules regarding “opt out”, “single opt in” and “double opt in” rules around cold outreach.


  • Can you clarify the legality within GDPR and how IP’s are considered a form of personally identifiable information?

Carol Martindale -- At Leadfeeder, the visitor IP address is collected to detect the company and geographic location. Leadfeeder only shows company visits; we automatically filter out all users visiting from residential IP addresses. All visit data is aggregated on the company level. Leadfeeder also enriches that company data with contact data for individuals from publicly available data sources. Our data partners for contact data include Hunter and Full Contact And lastly, to increase visitor privacy, IP anonymization is available for Leadfeeder’s tracker script. This feature will erase the last part of the IP address, thereby making the IP anonymous.