Case Studies

Workflow Automation

How Sara speeds up her partner work with AI

Jun 7, 2025

2

Hours Saved Per Deck

50%

Faster in Generating Executive Summaries

Sara

Tuohey

Prev. Director of Partnerships at Humatics

The Challenge

Being able to generate partner pitch decks quickly at a high quality bar and preparing for executive reviews. Sara would spent a lot of time doing these things manually before.

Rolling Out PartnerOS

Partner pitch decks generated in minutes instead of hours, at a consistent quality bar Executive reviews assembled from live program data - no manual metric-pulling or copy-paste Sara's time shifts from slide-building to the partner strategy and relationship work that moves the needle.

Other customers using Omni Agent

See how forward-thinking teams leverage Omni Agent’s AI-powered templates to launch richer customer experiences and streamline operations.

Chris
Delgado
Co-founder of LaunchStack
Setting it up took less than a day, and we had our first responses within 24 hours. Honestly, it performs better than some of the human SDRs we’ve hired before — and it scales without drama.
50+
Qualified leads in 10 days
$100K+
In attributed revenue
See
Chris
's
Story
Lisa
Raymond
Sales Director, NovaShift
I was skeptical at first, but PartnerOS proved me wrong fast. We had cold partner leads turning warm in days, and our CRM stayed organized without any of us touching it. It just runs.
60%
Boost in cold lead conversions
90
Hours saved every month
See
Lisa
's
Story
Tyler
Johnson
Co-founder of BrightNest
Honestly, I thought onboarding a sales tool would be a pain. But Omni SDR just plugged right in. Within a week, we were booking more demos than ever — and the AI never sleeps! Total game-changer for our pipeline.
40%
Increase in booked meetings
$80K+
Pipeline added in first months
See
Tyler
's
Story
Werner
Decker
Founder, Werner Decker
"PartnerOS handles the operational heavy lifting so I can focus on what actually drives partner wins for my clients: strategy, relationships, and judgment that AI can't replicate."
3×
More Partner Meetings
15
Hours Saved Per Week
See
Werner
's
Story

Chris
Delgado
Co-founder of LaunchStack
Setting it up took less than a day, and we had our first responses within 24 hours. Honestly, it performs better than some of the human SDRs we’ve hired before — and it scales without drama.
50+
Qualified leads in 10 days
$100K+
In attributed revenue
See
Chris
's
Story
Lisa
Raymond
Sales Director, NovaShift
I was skeptical at first, but PartnerOS proved me wrong fast. We had cold partner leads turning warm in days, and our CRM stayed organized without any of us touching it. It just runs.
60%
Boost in cold lead conversions
90
Hours saved every month
See
Lisa
's
Story
Tyler
Johnson
Co-founder of BrightNest
Honestly, I thought onboarding a sales tool would be a pain. But Omni SDR just plugged right in. Within a week, we were booking more demos than ever — and the AI never sleeps! Total game-changer for our pipeline.
40%
Increase in booked meetings
$80K+
Pipeline added in first months
See
Tyler
's
Story
Werner
Decker
Founder, Werner Decker
"PartnerOS handles the operational heavy lifting so I can focus on what actually drives partner wins for my clients: strategy, relationships, and judgment that AI can't replicate."
3×
More Partner Meetings
15
Hours Saved Per Week
See
Werner
's
Story

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How Sara speeds up her partner work with AI

2

Hours Saved Per Deck

50%

Faster in Generating Executive Summaries

The Challenge

Rolling Out PartnerOS

Other customers using Omni Agent

Chris

Delgado

Setting it up took less than a day, and we had our first responses within 24 hours. Honestly, it performs better than some of the human SDRs we’ve hired before — and it scales without drama.

50+

$100K+

Lisa

Raymond

I was skeptical at first, but PartnerOS proved me wrong fast. We had cold partner leads turning warm in days, and our CRM stayed organized without any of us touching it. It just runs.

60%

90

Tyler

Johnson

Honestly, I thought onboarding a sales tool would be a pain. But Omni SDR just plugged right in. Within a week, we were booking more demos than ever — and the AI never sleeps! Total game-changer for our pipeline.

40%

$80K+

Werner

Decker

"PartnerOS handles the operational heavy lifting so I can focus on what actually drives partner wins for my clients: strategy, relationships, and judgment that AI can't replicate."

3×

15