For RevPartners strategists

Run playbooks on your partner's live HubSpot data.

Pick a partner, load their pipelines and stages, and walk through AI-augmented playbooks like Sales Stages Discovery — with notes and worksheets saved per partner.

• Read-only HubSpot accessPipelines, stages, property definitions and deal counts. Never contacts or deal names.
• Every partner kept separatePartner A's data never shows up for Partner B.
• AI where it helpsStage-name reviews run on the server. Every run is logged.