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Marketing Resources

Industry-Focused Intelligence

Marketing resources and playbooks tailored to the industries your clients actually work in. Everything is inside the Partner Portal under Marketing → Resources.

Pitch decks

  • Generic SMB pitch (15 slides)
  • Manufacturing & inventory-heavy businesses
  • Retail and e-commerce
  • Professional services and agencies
  • Restaurants and hospitality
  • Real estate and construction

Each deck is editable in Google Slides / PowerPoint and swaps your logo and firm colors automatically.

One-pagers, case studies, email templates

  • Per-integration one-pagers (Tally, QuickBooks, Xero — with Zoho, NetSuite, Odoo coming soon)
  • Industry case studies with anonymized numbers (time saved, error reduction, payback period)
  • Email flows: cold outreach, upgrade pitches, renewal and upsell, post-onboarding check-ins
  • LinkedIn post templates and image assets
  • Co-branded asset generator (upload your logo once; download branded decks, PDFs, banners)

Industry intelligence reports

  • SMB AI Adoption Index — who’s using AI tools and why
  • Accountant Productivity Benchmark — hours per client by firm size
  • Tax & Compliance Update — regulatory changes across US, India, UK, AU, UAE
  • Integration Landscape — what clients are connecting and where migration friction sits
All assets are licensed for partner use in your marketing. Edit, re-brand, and distribute to prospects — but do not redistribute to non-partners or post assets publicly.