Partnership Use Cases

Question 1

Google – Local Services (Who they are)

Answer 1

World’s biggest online advertising platform, for X00,000 service businesses to promote their company.

Question 2

Google / Workiz Joint Value Prop

Answer 2

Customers can book online jobs directly from Google Ads into Workiz

Question 3

Google - why does this help Google

Answer 3

Google knows how many leads are being sent to a customer but they don’t know the conversion rate of customers;

With Workiz, they get data back from Workiz on jobs (Google calls it ‘offline conversion tracking’)

Question 4

Thumbtack (Who they are)

Answer 4

Service pros marketplace & lead gen platform

They match customers with local professionals

Question 5

Thumbtack / Workiz Joint Value Prop

Answer 5

With Workiz integration, Thumbtack leads are instantly booked and scheduled on your Workiz account

Question 6

Thumbtack - why does this partnership help them

Answer 6

Prior to the partnership, they found out that lead response time was 7 hours on average (this lead to a retention issue) & with Workiz, it’s less than an hour

This leads to higher conversion rate

Question 7

Thumbtack incentive

Answer 7

Workiz clients get $100 in free leads

Question 8

Quickbooks - (Who they are)

Answer 8

Accounting software for small businesses

Question 9

Quickbooks / Workiz Joint Value Prop

Answer 9

They integrate so that users can easily sync customers, invoices, items/services, and payments to make their accounting processes faster and easier

Question 10

Quickbooks incentive

Answer 10

Workiz users get 40% off of Quickbooks for 6 months

Question 11

Gusto - (Who they are)

Answer 11

HR and Payroll Solution for small business

Question 12

Gusto / Workiz joint value prop

Answer 12

Track employee hours

Data synced automatically helps business owners cut time with payroll and avoid compliance risks and costly data entry errors

Question 13

Gusto Incentive

Answer 13

Workiz users used to be 3 months free, looks like it’s now 30% off

Question 14

SearchKings - who are they

Answer 14

Digital Marketing Agency that focuses on lead generation campaigns for small and mid-size businesses. They are a partner of Google

Question 15

SearchKings / Workiz - Joint value Prop

Answer 15

Search Kings is sending leads to clients & wanted to be able to evaluate if the leads were being closed so they could calculated ROI for their clients but couldn’t figure out how much business was tied to them

With Workiz, they can book jobs directly from ads & tie the data to Search Kings

This helps increase jobs

Question 16

Search Kings Incentives

Answer 16

Workiz users get special rates on Searchkings plans

Question 17

Searchkings sales and CS spiff (special incentives for partner performance)

Answer 17

50% of SearchKings MRR

Question 18

Webware - who are they

Answer 18

SEO platform serving 4000 customers. They can design website, run social campaigns, etc.

Question 19

Webware / Workiz - Joint value prop

Answer 19

Webware and Workiz ensure stronger lead generation and a better way to manage these leads, turn them into scheduled and paid jobs, and track marketing performance by ad source.

Question 20

Webware Spiff

Answer 20

$125

Question 21

Webware incentive

Answer 21

Workiz users get 35% off upfront plus 20% off Digital Services

Question 22

CompanyCam - who are they

Answer 22

They document work photos & communicate with your crew

Question 23

CompanyCam / Workiz Joint prop

Answer 23

Document photos through our app with Companycam and automatically synced to jobs

Question 24

CompanyCam incentives

Answer 24

Workiz users get a free 14-day Pro Trial and 10% off forever thereafter

Question 25

CompanyCam Spiff

Answer 25

$250 per closed deal

Question 26

Jill’s Office - who they are

Answer 26

Virtual receptionists for service pros

Question 27

Jill’s Office - incentive

Answer 27

$50 one time discount for Workiz users

Question 28

Jill’s Office Spiff

Answer 28

$500 for 5 referred deals, $750 for 10