Case Studies
Partnerships
Vapi: Built an AI enriched Partner Database <1 hour
<1 hour
to build a new partner database with AI enrichment
>5 hours
a week in manual workflows saved
Sharrifah
Lorenz
Head of Marketing & Partnerships

The Challenge
Vapi was leveraging spreadsheets and manual workflows to build out the partner strategy and database. The biggest challenge was the amount of operational work this created. Building target partner lists, researching companies, enriching contacts, prioritizing opportunities, tracking outreach, and keeping partner data current required significant manual effort. Every new partner or strategic initiative meant more spreadsheets, more coordination, and more time spent maintaining the system rather than actually building relationships.
Rolling Out PartnerOS
In less than a day, PartnerOS had a partner database imported and enriched with AI to help drive prioritization and focus. Instead of manually researching every company and updating rows in a spreadsheet, PartnerOS helped add useful context around each partner, organize the data into a consistent structure, and surface which relationships looked most strategically important.
That meant the team could quickly move from a large list of potential partners to a more focused view of:
Which partners best matched Vapi’s strategy
Which companies had the strongest potential for revenue or strategic impact
Which relationships deserved immediate attention
Where there were gaps in the partner portfolio
What previously could have taken weeks of research, enrichment, cleanup, and prioritization was compressed into a much faster workflow. The team could spend less time maintaining the PRM database and more time deciding where to invest.
PartnerOS also created a shared source of truth for the partner motion. Instead of strategy living across spreadsheets, individual notes, and people’s heads, the team had one place to understand the partner landscape, track priorities, and build a repeatable operating rhythm.
Business Results
Weeks saved in partner database build and enrichment
Clarity around partner strategy and focus areas
Partner system of record to track partner plans and meetings with automated tracking of partner meetings through a call recording integration.
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