Alakris Partner Playbook — A Practical Guide for Partners

Version: 1.0 Date: July 2026 Target Audience: Integrators, Sales Agents, Strategic Partners

1. Purpose of This Document

This Playbook turns the Alakris partner program from a document into action. Every section contains specific steps, templates, checklists, and KPIs — everything needed for a fast start and systematic growth.

Who this document is for:

Core principle: Alakris is a digital workers (AI agents) platform for SMBs. A partner doesn’t just sell software — they sell and implement “employees” that work 24/7 with no vacations or sick days. This fundamentally changes the pitch, objections, and ROI arguments.

2. Quick Start

2.1 7-Day Plan for Your First Partner

2.2 Required Resources

From Alakris (provided free): - Demo access to the platform (Merchant Admin + AI workers) - Presentation library (PowerPoint / Google Slides) - Commercial proposal templates (HTML + PDF) - Knowledge base + FAQ - Dedicated curator (Partner Development Manager) - Access to the partner Slack/Discord community

From the partner (required): - CRM for lead tracking (any: amoCRM, HubSpot, Bitrix24) - Contact list of target clients (SMBs in your niche) - 1–2 hours per week for training during the first 30 days - Willingness to run demos (Zoom / in person)

2.3 First 30 Days: Milestones

Week 1:    Registration → Onboarding → Demo access
Week 2:    Academy (modules 1–2) → Demo practice
Week 3:    Outreach → First qualifications
Week 4:    First proposal → First deal closing (or pipeline ≥3 leads)

30-day goal: ≥3 qualified leads OR ≥1 signed proposal.

3. Sales Playbook

3.1 Lead Qualification

Decision Tree: Which Tier Fits the Client

Is the client an SMB (5-200 employees)?
├── No → Refer to Alakris (large clients have a separate process)
└── Yes → How many communication channels?
    ├── 1-2 (website only / social only) → Self-Service (₽4,900/mo)
    ├── 3-5 (website + social + messengers) → Professional (₽14,900/mo)
    └── 6+ (full omnichannel) → Enterprise (₽49,900/mo)

Qualification Checklist (BANT)

MEDDPICC card (complete after every qualification call):

Client: _______________
Contact: _______________
Role: _______________
Pain: _______________
Impact: _______________
Champion: _______________
Economic Buyer: _______________
Budget: _______________
Timeline: _______________
Competitors: _______________

3.2 Demo

Principle: problem-agitate-solve — show only what solves the client’s pain, not every feature.

Demo Script (30 minutes)

Typical objections and responses:

3.3 Closing the Deal

Closing Checklist

• Proposal sent (within 24 hours of demo)
• Economic Buyer confirmed and informed
• Objections handled
• Budget agreed (or alternative tier proposed)
• Deadline set (“Decision by [date]”)
• Next action confirmed (call / meeting / signature)

ROI Formula for Proposals

Lost leads/mo: _____ (from discovery)
Average client check: _____ ₽
Lost revenue/mo: leads × check × conversion_without_ai = _____ ₽

AI worker catches: _____% of missed leads
Recovered revenue/mo: _____ ₽

AI cost/mo: _____ ₽
Net effect/mo: _____ ₽
Payback: _____ months

4. Implementation Playbook

4.1 Implementation Stages

Week 1:  Discovery → Account setup → Website integration
Week 2:  AI worker setup → Testing
Week 3:  Client training → Pilot launch
Week 4:  Full launch → Monitoring → Handoff

4.2 Widget Deployment

Quick Start (10 minutes)

1. Get the widget token in Merchant Admin → Widget Settings
2. Add the script to the client’s website (before </body>):

<script
  src="https://widget.alakris.ai/widget/loader.js"
  data-token="wt_<client>_2026"
  async>
</script>

3. Customize the look in Merchant Admin: avatar, name, caption, colors
4. Check that the widget appears in the bottom-right corner of the website

AI Worker Configuration

4.3 Client Training

Client Onboarding Checklist

• Merchant Admin account created
• Widget installed and working
• Client FAQ uploaded to the knowledge base
• AI worker configured (name, role, greeting)
• Client trained on Merchant Admin (30-min webinar)
• Pilot launch: 1 week on test data
• Pilot metrics: leads, conversion, response time
• Full launch after client approval

Materials for the Client

1. Guide “How Your AI Worker Works” — PDF, 2 pages
2. Merchant Admin Video Tutorial — 5 minutes
3. Widget FAQ — typical questions and answers
4. Support contact — email + Slack channel

4.4 Technical Configuration

CRM Integration

The Alakris widget automatically passes leads to the CRM via API. Setup:

1. Merchant Admin → Integrations → CRM
2. Select CRM (amoCRM, HubSpot, Bitrix24)
3. Enter API key
4. Configure field mapping (name, phone, email, tags)
5. Test: send a test lead from the widget

Telephony Integration

For the AI dispatcher (Professional/Enterprise):

1. Merchant Admin → Integrations → Telephony
2. Set up a SIP trunk or virtual PBX
3. Test an incoming call
4. Configure routing (AI → operator on escalation)

5. Support Playbook

5.1 Support Levels

5.2 Escalation Process

Partner receives a question from the client
├── Basic (L1) → Answer yourself from the knowledge base
├── Technical (L2) → Create a ticket → Alakris L2 support
└── Critical (L3) → Call your curator → Alakris L3 support

Contacts: - Support email: support@alakris.ai - Slack: #partner-support (priority responses) - Emergency phone: +7 (XXX) XXX-XX-XX (L3 only)

5.3 Support Best Practices

1. Preventive support: Check client metrics weekly. If conversion drops, contact the client BEFORE they complain.
2. Knowledge base: Before asking Alakris, check knowledge.alakris.ai. 70% of answers are already there.
3. Documentation: Record every incident. This helps improve the platform and avoid repeats.
4. Feedback: Collect NPS from clients monthly. Share it with Alakris.

5.4 Typical Issues and Solutions

6. Marketing Playbook

6.1 Co-Marketing

Co-Marketing Activity Formats

Co-Marketing Pitch Template

Subject: Joint webinar "AI Workers for [Industry]"

Hi [Name],

I suggest we run a joint webinar for your audience.

Topic: "How AI Workers Save [Industry] 40% of Time on Lead Processing"
Format: 45 min (30 min presentation + 15 min Q&A)
Audience: SMB owners in [industry]
Date: Based on your schedule (we recommend 2–3 weeks for promotion)
Your part: Promote to subscribers, moderate Q&A
Our part: Speaker, demo materials, recording, lead magnet (PDF guide)

ROI for you: Every registrant = a lead in your CRM. Webinar conversion is usually 8–12%.

Shall we do it?

6.2 Lead Generation

Lead Sources for the Partner

Cold Email Template (LinkedIn)

Hi [Name],

I noticed that [Company] operates in [industry] — and I have an idea
how you can process leads 3× faster without expanding your team.

We implemented AI workers for [similar company/industry] —
result: +40% conversion in the first month.

Can I show you in 15 minutes using your website as an example?
Would [date] or [date] work?

6.3 Marketing Materials

Available in the partner portal:

7. Proposal Templates

7.1 Proposal Template: Basic (for Small Business)

# Commercial Proposal: AI Workers for [Company]

## Problem

[Description of the client's problem from the discovery call:
- how many leads are lost
- what the loss costs
- what happens to clients who didn't get a response]

## Solution

Alakris provides AI workers that:
- Respond to website visitors 24/7 in seconds
- Process leads and pass them to the CRM
- Answer common questions without a manager
- Work in Russian / English / Arabic

## Implementation

| Stage | Timeline | Cost |
|-------|----------|------|
| Widget + AI setup | 3 days | Included |
| CRM integration | 2 days | Included |
| Team training | 1 day | Included |
| Launch + monitoring | 1 day | Included |

**Total implementation: ₽0** (with a subscription of 1 month or more)

## Subscription

| Tier | Monthly Cost | What's Included |
|------|--------------|-----------------|
| Self-Service | ₽4,900 | 1 AI worker, basic setup |
| Professional | ₽14,900 | 3 AI workers, CRM, analytics |

## ROI

Lost leads/mo: 50 Average client check: ₽15,000 Lost revenue/mo: 50 × 15,000 × 0.3 = ₽225,000

AI worker catches: 40% of missed = 20 leads Recovered revenue/mo: 20 × 15,000 = ₽300,000

AI cost/mo: ₽14,900 Net effect/mo: ₽285,100 Payback: < 1 month

## Next Steps

1. Schedule a demo (15 min)
2. Set up demo access
3. Run a pilot (1 week free)
4. Make a decision

**Contact:** [Partner name], [phone], [email]

7.2 Proposal Template: Extended (for Professional/Enterprise)

In addition to the basic proposal: - Omnichannel strategy (website + social + messengers + telephony) - AI dispatcher for inbound calls - Integration with 1C / amoCRM / Bitrix24 - Monthly analytics + recommendations - Dedicated support manager

7.3 Proposal Template: Partnership

# Partnership Proposal: Alakris × [Company]

## Why Alakris

- Digital workers platform for SMBs
- 4 service tiers (from ₽4,900 to ₽49,900/mo)
- Ready infrastructure: AI agents, CRM, analytics
- Growing market: AI for SMBs — $XX billion by 2028

## What We Offer

Commission is determined by the partner's program tier (see the tier table below and your
Partner Agreement), not by activity archetype — the archetype affects which tier a partner
usually reaches and how quickly, not the rate directly.

| Tier | One-time | Recurring | Recurring duration | SLA |
|------|----------|-----------|--------------------|-----|
| Registered (0–3 mo) | 15% | 10% | 6 months | 48h |
| Silver (3–12 mo, ≥3 deals or ≥₽500K ARR) | 20% | 12% | 12 months | 24h |
| Gold (12+ mo, ≥10 deals or ≥₽3M ARR) | 25% | 15% | 24 months | 12h |
| Platinum (strategic / by invitation, ≥₽10M ARR) | 30% | 18% | 24 months | 4h |

Typical partner profiles and their usual tier trajectory:

| Role | Revenue model |
|------|---------------|
| Integrator | Implementation services (100% yours) + commission at your tier (usually starts Registered, grows to Silver/Gold as deals accumulate) |
| Sales agent | Referral commission at your tier — starts Registered (15% one-time / 10% recurring for 6 mo), MDF/terms improve as tier progresses |
| Strategic partner | Commission at your tier, usually Gold/Platinum + MDF up to ₽500,000/year |

## Partnership Benefits

- Ready materials and templates
- Training and certification
- Dedicated curator
- Demo access and technical support
- Priority placement in the partner directory

## Next Steps

1. Introductory webinar (1 hour)
2. Register on the portal
3. Certification (14 days)
4. First sales (30 days)

8. Checklists by Stage

8.1 Checklist: Partner Registration

• Register on partners.alakris.ai
• Complete profile (company, contacts, niche)
• Upload documents (incorporation, portfolio)
• Sign the partner agreement
• Receive demo access
• Get assigned a curator

8.2 Checklist: Onboarding

• Introductory webinar (1 hour)
• Complete Alakris Academy module 1
• Practice demo on sample data
• Prepare first proposal using the template
• First outreach: 5 contacts

8.3 Checklist: First Deal

• Lead qualified (BANT)
• MEDDPICC card completed
• Demo conducted (problem-agitate-solve)
• Proposal sent (within 24 hours)
• Economic Buyer confirmed
• Objections handled
• Deadline set
• Contract signed
• Payment received

8.4 Checklist: Implementation

• Merchant Admin account created
• Widget installed and working on the client’s website
• Client FAQ uploaded to the knowledge base
• AI worker configured (name, role, greeting)
• CRM integration configured and tested
• Client trained on Merchant Admin (30 min)
• Pilot launch: 1 week on test data
• Pilot metrics collected and analyzed
• Full launch after client approval
• Handoff: client transferred to support

8.5 Checklist: Monthly Review

• Client metrics collected (conversion, response time, NPS)
• Issues identified and documented
• Client feedback obtained
• Partner KPIs calculated
• Report sent to the Alakris curator
• Plan for next month created

9. FAQ

General Questions

Q: How long does implementation take? A: Basic implementation (widget + FAQ): 3–5 business days. Extended (CRM + telephony): 10–14 business days.

Q: Do I need a technical background to work with the platform? A: No. Merchant Admin is an intuitive interface. The basic Alakris Academy course takes 2–3 hours.

Q: How do AI workers train on client data? A: You upload FAQs, product catalogs, and price lists to Merchant Admin. The AI trains on this data and answers based on it. The process takes 1–2 hours.

Q: What languages are supported? A: Russian, English, Arabic. AI can switch between languages within a single conversation.

Partnership Questions

Q: What is the minimum entry threshold? A: There is no threshold. Registration is free, training is free. You start earning from the first deal.

Q: When is commission paid? A: Monthly, after payment is received from the client. Payout is within 10 business days.

Q: Can I work with several clients at the same time? A: Yes. There is no limit on the number of clients. We recommend starting with 3–5 clients and gradually increasing the load.

Q: What if a client wants a refund? A: Alakris offers a 14-day trial. If a client paid and wants to cancel within the first 30 days — full refund. After that — proportional to the unused period.

Technical Questions

Q: Does the widget slow down the website? A: No. The script loads asynchronously (async) and doesn’t block page rendering. Script size is <50 KB.

Q: What if the site is on HTTPS and the widget is on HTTP? A: The widget supports HTTPS. Make sure the script URL starts with https://.

Q: Can the widget be styled to match the website? A: Yes. Merchant Admin has settings for color, position, avatar, name, caption, and RTL for Arabic.

Q: How do I integrate with amoCRM? A: Merchant Admin → Integrations → CRM → amoCRM → enter API key → configure field mapping → test.

10. KPIs by Section

10.1 Sales KPIs

10.2 Implementation KPIs

10.3 Support KPIs

10.4 Marketing KPIs

10.5 Partner Tier

Partner tier (Registered / Silver / Gold / Platinum) is determined by tenure, number of deals, and ARR — a single tier table stated in your Partner Agreement and matching the rate table in section 7.3 above.

11. Risks and Mitigation

11.1 Partner Risks

11.2 Client Risks

12. Growth Recommendations

12.1 Short-Term (0–3 Months)

1. Focus on one niche. Don’t try to sell to everyone. Choose 1–2 industries (restaurants, healthcare, services) and become an expert in them.
2. Collect 3 cases. Every successful client is a story. Document metrics, screenshots, testimonials.
3. Run 10 demos. Practice is the only way to become confident. Every demo makes you better.
4. Set up processes. CRM, templates, checklists — everything should be ready before scaling.
5. Get certified. Associate is the minimum for credibility. Professional is needed for Gold.

12.2 Mid-Term (3–6 Months)

1. Scale outreach. 50 contacts/week → 100 contacts/week.
2. Launch co-marketing. 1 webinar/mo with Alakris = 20–50 leads/mo.
3. Set up support so you can scale without disproportionate headcount growth.
4. Develop the niche. Guides, cases, videos — content that brings leads.
5. Move up to Silver/Gold. Higher commission, more resources, more opportunities.

12.3 Long-Term (6–12 Months)

1. Become a Platinum partner. 30% commission + MDF + co-sell + exclusivity.
2. Build your own team. 2–3 certified specialists = capable of handling 10+ clients simultaneously.
3. Develop industry expertise. “The best Alakris partner in the restaurant business” is positioning.
4. Join the Partner Advisory Board. Influence platform development.
5. Consider white-label. For large partners — an option to offer the solution under your own brand.

12.4 Antipatterns (What to Avoid)

1. Feature dump. Don’t show everything. Show only what solves the client’s pain.
2. Selling price, not value. “₽4,900/mo” without context = “expensive.” With ROI context = “cheap.”
3. Ignoring the Economic Buyer. If you’re talking to someone who can’t decide — you’re wasting time.
4. No follow-up. 80% of deals close after the 5th contact. Don’t quit after the first “no.”
5. Underestimating onboarding. A poorly trained client will leave in a month. Invest in training.

Appendices

Appendix A: Contacts

Appendix B: Useful Links

• Partner portal: partners.alakris.ai
• Alakris Academy: academy.alakris.ai
• Knowledge base: knowledge.alakris.ai
• API documentation: docs.alakris.ai/api
• AI worker catalog: alakris.ai/ai-employees

Appendix C: Commission Calculation Formulas

Referral commission consists of two parts — one-time and recurring:

C_one-time = S × R_one-time                (single payout from the first payment)
C_recurring = S × R_recurring × T           (monthly, for the recurring duration of the tier)
C_total = C_one-time + C_recurring

S — client subscription amount (₽/mo)
R_one-time / R_recurring — rates for the partner's tier (see tier table in section 7.3 above)
T — number of months of recurring payouts (no more than the tier's recurring duration: 6/12/24/24 months)

Example: Client subscribes to Professional (₽14,900/mo), partner is Silver (20% one-time, 12% recurring, up to 12 months):

C_one-time = 14,900 × 0.20 = ₽2,980 (single payout)
C_recurring = 14,900 × 0.12 × 12 = ₽21,456/year (if subscription stays active all 12 months)
C_total (year 1) = 2,980 + 21,456 = ₽24,436

Implementation bonus:

B = B_base × K_level
B — bonus
B_base — ₽10,000 (Silver) / ₽25,000 (Gold) / ₽50,000 (Platinum)
K_level — 1.0 (base) / 1.5 (with certification) / 2.0 (with reference)

This is a working document and will be updated as the Alakris partner program evolves.