Partner Playbook Alakris — Practical Guide for Partners

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

1. Purpose of this document

This Playbook is a practical guide that turns the Alakris partner program from a document into action. Each section contains specific steps, templates, checklists, and KPIs — everything needed for a quick start and systematic growth.

Who this document is for:

Key principle: Alakris is a platform of digital employees (AI agents) for Small Business. A Partner does not simply sell software — they sell and implement “employees” that work 24/7 without vacations or sick leave. This fundamentally changes the pitch, objections, and ROI arguments.

2. Quick Start

2.1 7-Day Plan for the First Partner

2.2 Required Resources

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

From Partner (required): - CRM for lead tracking (any: amoCRM, HubSpot, Bitrix24) - Database of target client contacts (SMBs in your niche) - 1-2 hours per week for training during the first 30 days - Readiness to conduct Demo sessions (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

Client — SMB (5-200 employees)?
├── No → Route to Alakris (large clients — separate process)
└── Yes → How many communication channels?
    ├── 1-2 (website only / social media only) → Self-Service (4 900 ₽/mo)
    ├── 3-5 (website + social media + messengers) → Professional (14 900 ₽/mo)
    └── 6+ (full omnichannel) → Enterprise (49 900 ₽/mo)

Qualification Checklist (BANT)

MEDDPICC Card (to be completed after each qualification call):

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

3.2 Demo

Principle: problem-agitate-solve — demonstrate only what addresses the client’s pain point, not the entire feature set.

Demo Script (30 minutes)

Typical objections and responses:

3.3 Closing the Deal

Closing Checklist

• Rate Card sent (within 24 hours after Demo)
• Economic Buyer confirmed and briefed
• Objections handled
• Budget agreed upon (or alternative tier proposed)
• Deadline set (“Decision by [date]”)
• Next step secured (call / meeting / signature)

ROI Formula for Rate Card

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

AI employee captures: _____% of missed opportunities
Recovered revenue/month: _____ ₽

AI cost/month: _____ ₽
Net impact/month: _____ ₽
Payback period: _____ months

3.4 Customer Development for the “Real Estate” Vertical: Pain Discovery Questions

A set of questions for the initial conversation with a real estate agency or private realtor — before the Demo, before the commercial proposal, and before any mention of price. Format: a 15–20 minute call. The goal of the conversation is not to sell, but to obtain figures upon which the pilot offer is subsequently built (Section 3.6).

Three rules without which this block does not work:

1. Ask about past behavior, not future intentions. “Do you need AI?” and “Would you buy?” yield a polite “yes” and zero actionable information. Questions like “walk me through the last time” are effective.
2. Do not show the product before Block E. As soon as a widget appears on the screen, the interlocutor switches to interface evaluation mode and stops discussing their losses.
3. Record figures verbatim. “We lose a lot” is not a figure. “Out of 60 inquiries per month, approximately 15 go unanswered” is a figure from which ROI is calculated (formula in 3.3).

Block A. Calibration (2 minutes)

1. How many people are in the agency, and how many of them are agents working on deals?
2. Primary segment: secondary market / new developments / rentals / commercial / suburban? What percentage of revenue does the main segment generate?
3. Approximately how many deals were closed in the last 3 months?

Why: Without these figures, any statement like “we lose a lot of leads” cannot be translated into monetary terms, and there will be no metrics to measure the pilot against.

Block B. Pain Point #1 — Leads and Losses (Primary Block)

4. Where did the last 10 clients come from? List them sequentially, not by category.
5. What happens to an inquiry in the first 15 minutes after it comes in? Walk me through the steps from the last instance.
6. How many inquiries last month remained unanswered for longer than an hour? How do you know this — is there a report, or is it a feeling?
7. What happens to inquiries that arrive at night and on weekends?
8. What is your current cost per lead, and how many of them result in a viewing?

Why: In real estate, the pilot almost always hinges on the speed of the first touchpoint. Question 6 specifically checks whether the client has any measurability at all — if not, the pilot must start with baseline measurement, which changes the discussion regarding timelines.

Block C. Pain Point #2 — Agent Routine

9. Aside from viewings and negotiations, what takes up an agent’s time? List three things in descending order of time consumption.
10. Who enters a property into the database and how: description, photos, publication on platforms? How much time does one property take?
11. How often do clients ask questions whose answers already exist in the property database (price, square footage, mortgage, documents)?
12. Which of these tasks have you already tried to delegate to an assistant or intern — and why did it not work out?

Why: Question 12 reveals the actual willingness to delegate. Tasks not delegated to a human will not be delegated to an AI employee either.

Block D. Current Stack

13. Where do you manage clients: CRM, spreadsheet, messenger, notebook? What is it called?
14. Where is the property database stored, and where is it updated from?
15. Do you have a website, and does it generate inquiries? How many per month?
16. Who is responsible for the website and advertising — an employee, a contractor, or no one?

Why: A pilot without an integration point turns into a Demo. Question 16 identifies who the partner will actually work with hands-on during the implementation phase (Section 4).

Block E. Experience with AI

17. Have you tried any AI tools in your work yet — chatbots, auto-dialers, text generation? Specifically what, and what was the outcome?
18. What repelled or concerned you about that experience?

Why: The answer to 18 provides objection phrasing in the client’s own words — these are subsequently used verbatim in the commercial proposal and in objection handling.

Map: What We Heard → What We Address

Asynchronous Option (If the Call Did Not Take Place)

Five questions sent via text that can be answered in three minutes:

1. How many inquiries per month, and how many remain unanswered for longer than an hour?
2. Which CRM do you use to manage clients?
3. What are three agent tasks that consume time aside from viewings?
4. What AI tools have you tried, and what was the outcome?
5. What is the one metric by which you will determine that the solution is working?

3.5 Transition from Customer Discovery to Pilot

The transition is made in the same conversation, immediately after Block E, while the figures are still fresh. A separate “proposal meeting” scheduled a week later drastically reduces conversion: the prospect cools off and arrives with a budgeting mindset.

Bridge: Three Steps

Step 1. Summary in their own words
       "If I understood correctly: ~N requests per month, of which ~M remain
        pending for over an hour, overnight requests wait until morning, and
        the agent spends X hours per week on repetitive questions. Is that correct?"
       → Wait for confirmation; do not proceed without it

Step 2. Quantifying the loss
       "M requests × average ticket value × conversion rate equals approximately
        ___ ₽ per month lost simply due to response time."
       → The partner states the figure, but the client validates it

Step 3. Propose testing, not buying
       "I suggest we stop discussing this theoretically and measure it using
        your actual requests. The first 14 days are free. If the metric hasn't
        moved after a month, we part ways with no obligations."

Bridge Phrases by Pain Type

What Not to Do During the Transition

• Do not state the price before quantifying the loss. First establish “you are losing ~₽X per month,” then present the subscription cost — otherwise, any amount sounds like an expense rather than a return.
• Do not expand the offer. One pain scenario per pilot. Adding “we will also handle newsletters and reports” turns the pilot into a project and kills the timeline.
• Do not transition to the pilot if Block B yielded no figures. See 3.7.

3.6 Pilot Offer: Free Initial Period

Pilot Structure for the “Real Estate” Vertical:

What is included in the pilot:

• AI employee on the website and in the client’s primary lead channel;
• responses based on the client’s property database (price, area, documents, mortgage);
• collection and transfer of leads to the client’s current CRM;
• weekly report: leads, first response time, share of deals closed without an agent.

Prerequisites from the client before launch (the pilot cannot start without these):

• Access to the website or ability to place a single widget tag
• Export file or access to the property database
• Access to the CRM or an agreed method for transferring leads
• Name of the client-side employee responsible for the pilot
• One success metric figure recorded in correspondence

Offer Script (paraphrase, do not read verbatim):

"I propose a four-week pilot. The first 14 days are free — you pay nothing
and can stop at any time.

We will focus on one scenario: [pain point from Block B]. Not everything at once —
otherwise we won't know what specifically worked.

In two weeks, we meet to review [client metric].
If there is progress, we continue and integrate the rest.
If not, we part ways; you lose nothing but an hour of setup time.

What we need from you to start: website access, property database, and one point
of contact on your side. We handle the configuration."

Pilot Launch Checklist:

• Success metric agreed upon and documented in writing
• Check-in meeting date (day 14) scheduled on the calendar
• Economic Buyer is aware of the pilot and the terms following the free period
• Access credentials received (see list above)
• Client notified that billing begins on day 15 — “free” does not mean “indefinite”
• Baseline measurement completed: current response time and number of open leads recorded before activating the AI employee

Baseline measurement is mandatory. Without it, there is no way to prove results after a month, and renewal discussions devolve into subjective debates.

3.7 Disqualification: When Not to Proceed with a Pilot

A pilot with an unsuitable client is worse than a refusal: it consumes setup resources, ends with no results, and creates a negative case study in the vertical.

What to do instead of a pilot: keep the contact active, record the disqualification reason and the date to resume discussions in the CRM. Some of these clients become qualified after 3–6 months — typically once lead volume increases or a CRM is implemented.

4. Implementation Playbook

4.1 Implementation Stages

Week 1:  Discovery → Account Setup → Website Integration
Week 2:  AI Employee Configuration → Testing
Week 3:  Client Training → Pilot Launch
Week 4:  Full Launch → Monitoring → Handoff

4.2 Widget Deployment

Quick Start (10 minutes)

1. Obtain 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 appearance in Merchant Admin: avatar, name, signature, colors
4. Verify the widget on the website: it should appear in the bottom-right corner

AI Employee Configuration

4.3 Client Training

Client Onboarding Checklist

• Merchant Admin account created
• Widget installed and operational
• Client FAQ uploaded to the knowledge base
• AI Employee 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 upon client approval

Client Materials

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

4.4 Technical Configuration

CRM Integration

The Alakris widget automatically transfers 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: submit a test lead from the widget

Telephony Integration

For AI Dispatcher (Professional/Enterprise):

1. Merchant Admin → Integrations → Telephony
2. Configure SIP trunk or virtual PBX
3. Test an inbound call
4. Configure routing (AI → operator upon escalation)

5. Support Playbook

5.1 Support Levels

5.2 Escalation Process

Partner receives inquiry from client
├── Basic (L1) → Respond independently using knowledge base
├── Technical (L2) → Create ticket → Alakris L2 support
└── Critical (L3) → Call 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. Proactive support: Review client metrics weekly. If conversion drops — contact the client BEFORE a complaint arises.
2. Knowledge base: Before contacting Alakris — check knowledge.alakris.ai. 70% of answers are already there.
3. Documentation: Log every incident. This helps improve the platform and prevent recurrence.
4. Feedback: Collect NPS from clients monthly. Share with Alakris.

5.4 Common Issues and Solutions

6. Marketing Playbook

6.1 Co-Marketing

Co-Marketing Activity Formats

Co-Marketing Pitch Template

Subject: Joint Webinar "AI Employees for [industry]"

@ [Name],

I propose hosting a joint webinar for your audience.

Topic: "How AI Employees Save [industry] 40% of Time on Request Processing"
Format: 45 min (30 min presentation + 15 min Q&A)
Audience: SMB Owners in [industry]
Date: Per your schedule (recommend 2-3 weeks for promotion)
From you: Promotion among subscribers, Q&A moderation
From us: Speaker, Demo materials, recording, lead magnet (PDF guide)

ROI for you: Every Registered attendee = a lead in your CRM. Conversion from webinars is typically 8-12%.

Shall we proceed?

6.2 Lead Generation

Lead Sources for Partners

Cold Message Template (LinkedIn)

Hello [Name],

I noticed that [Company] operates in [industry] — and I have an idea
on how you can process requests 3x faster without increasing headcount.

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

I can demonstrate this in 15 minutes using your website as an example. Would
[date] or [date] work for you?

6.3 Marketing Materials

Available on the Partner Portal:

7. Commercial Proposal Templates

7.1 Proposal Template: Basic (for Small Business)

# Commercial Proposal: AI Employees for [Company]

## Problem

[Description of client problem from discovery call:
- how many leads are lost
- what is the cost of loss
- what happens to customers who did not receive a response]

## Solution

Alakris provides AI employees that:
- Respond to website visitors 24/7 in seconds
- Process inquiries and transfer them to CRM
- Answer frequently asked questions without manager involvement
- Operate in Russian/English/Arabic languages

## 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

| Plan | Cost/mo | Included |
|------|---------|----------|
| Self-Service | 4,900 ₽ | 1 AI employee, basic setup |
| Professional | 14,900 ₽ | 3 AI employees, CRM, analytics |

## ROI

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

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

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

## Next Steps

1. Schedule a Demo (15 min)
2. Set up Demo access
3. Launch 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 package: - Omnichannel strategy (website + social media + messengers + telephony) - AI dispatcher for handling inbound calls - Integration with 1C / amoCRM / Bitrix24 - Monthly analytics + recommendations - Dedicated support manager

7.3 Proposal Template: Partnership Cooperation

# Partnership Proposal: Alakris × [Company]

## Why Alakris

- Digital employee platform for SMBs
- 4 service tiers (from 4,900 to 49,900 ₽/mo)
- Ready-made 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 tier table below and your
Partner Agreement), not by the business archetype — the archetype influences which
tier a partner typically reaches and how quickly, not the rate directly.

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

Typical partner profiles and their usual tier progression:

| Role | Revenue Model |
|------|---------------|
| Integrator | Implementation services (100% to you) + commission based on your tier (typically starts at Registered, grows to Silver/Gold as deals accumulate) |
| Sales Agent | Referral commission based on your tier — starts at Registered (15% one-time / 10% recurring for 6 mo), MDF/terms improve with tier progression |
| Strategic Partner | Commission based on your tier, typically Gold/Platinum + MDF up to 500,000 ₽/year |

## Partnership Benefits

- Ready-made materials and templates
- Training and certification
- Dedicated curator
- Demo access and technical support
- Priority listing in the partner catalog

## Next Steps

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

8. Stage Checklists

8.1 Checklist: Partner Registration

• Registration at partners.alakris.ai
• Profile completion (company, contacts, niche)
• Document upload (incorporation documents, portfolio)
• Partner agreement signing
• Demo access received
• Curator assigned

8.2 Checklist: Onboarding

• Introductory webinar (1 hour)
• Completion of Alakris Academy Module 1
• Demo practice using demo data
• Preparation of first proposal using 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 established
• Contract signed
• Payment received

8.4 Checklist: Implementation

• Merchant Admin account created
• Widget installed and operational on client website
• Client FAQ uploaded to knowledge base
• AI employee 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 following client confirmation
• Handoff: client transferred to support

8.5 Checklist: Monthly Review

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

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: Is a technical background required to work with the platform? A: No. The Merchant Admin interface is intuitive. The basic Alakris Academy course takes 2-3 hours.

Q: How are AI employees trained on client data? A: You upload FAQs, product catalogs, and price lists to Merchant Admin. The AI trains on this data and responds based on it. The process takes 1-2 hours.

Q: Which languages are supported? A: Russian, English, Arabic. The AI can switch between languages within a single dialogue.

Partnership Questions

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

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

Q: Can I work with multiple clients simultaneously? A: Yes. There are no limits on the number of clients. We recommend starting with 3-5 clients and gradually increasing the workload.

Q: What if a client wants a refund? A: Alakris provides a 14-day trial. If a client has paid and requests a refund within the first 30 days, a full refund is issued. Thereafter, refunds are prorated based on the unused period.

Technical Questions

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

Q: What if the site uses HTTPS but the widget uses HTTP? A: The widget supports HTTPS. Ensure that the script URL starts with https://.

Q: Can the widget be customized to match the site’s style? A: Yes. Settings available in Merchant Admin include: color, position, avatar, name, signature, 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 for Each Section

10.1 Sales KPIs

10.2 Implementation KPIs

10.3 Support KPIs

10.4 Marketing KPIs

10.5 Partner Tier

The Partner Tier (Registered / Silver / Gold / Platinum) is determined by tenure, number of deals, and ARR criteria — using a unified tier table specified in your Partner Agreement, which aligns with the Rate Card table in Section 7.3 above.

11. Risks and Mitigation

11.1 Partner Risks

11.2 Client Risks

12. Development Recommendations

12.1 Short-term (0-3 months)

1. Focus on a single niche. Do not attempt to sell to everyone. Select 1-2 industries (restaurants, healthcare, services) and become an expert specifically in them.
2. Compile 3 case studies. Every successful client is a story. Document metrics, screenshots, and testimonials.
3. Conduct 10 Demos. Practice is the only way to gain confidence in presenting. Each Demo makes you better.
4. Establish processes. CRM, templates, checklists — everything must be ready before scaling.
5. Obtain certification. Associate is the minimum for credibility. Professional is required for Gold level.

12.2 Mid-term (3-6 months)

1. Scale outreach. 50 contacts/week → 100 contacts/week.
2. Launch Co-Marketing. 1 webinar/month with Alakris = 20-50 leads/month.
3. Set up support to scale without disproportionate staff growth.
4. Develop the niche. Guides, case studies, videos — content that generates leads.
5. Advance 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. “Best Alakris partner in the restaurant business” — this is positioning.
4. Participate in the Partner Advisory Board. Influence platform development.
5. Consider white-label. For large partners — an opportunity to offer the solution under your own brand.

12.4 Anti-patterns (what to avoid)

1. Feature dump. Do not show everything. Show only what solves the client’s pain point.
2. Selling price instead of value. “4,900 ₽/month” without context = “expensive”. With ROI context = “cheap”.
3. Ignoring the Economic Buyer. If you are communicating with someone who does not make the decision — you are wasting time.
4. Lack of follow-up. 80% of deals close after the 5th contact. Do not give up after the first refusal.
5. Underestimating onboarding. A poorly trained client will leave within 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 Employee 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                (one-time payment from the first invoice)
C_recurring = S × R_recurring × T           (monthly, for the duration of the recurring period for the given tier)
C_total = C_one-time + C_recurring

S — client subscription amount (₽/mo)
R_one-time / R_recurring — rates by partner tier (see tier table in Section 7.3 above)
T — number of months of recurring payments (not exceeding the tier's recurring period: 6/12/24/24 mo)

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

C_one-time = 14,900 × 0.20 = 2,980 ₽ (one-time payment)
C_recurring = 14,900 × 0.12 × 12 = 21,456 ₽/year (assuming subscription is maintained for all 12 months)
C_total (Year 1) = 2,980 + 21,456 = 24,436 ₽

Implementation Bonus:

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

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