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PARTNER RESOURCES

Everything you need to sell and deliver Kinabase

From discovery calls to go-live playbooks, templates, demo scripts

and technical guidesto help you succeed from day one.

Sell with confidence. Deliver with ease.
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FIRST 7 DAYS

The partner quick start

Get up to speed in your first seven days with a structured onboarding programme.

1

Day 1: Value proposition & ICP

Understand the Kinabase value proposition, ideal customer profile and core talk track so you can start conversations immediately.
2

Day 2: Platform tour

Walk through the core platform—collections, records, workflows, automations and reporting—to understand what you will be configuring for clients.
3

Day 3: Microsoft 365 integration

Set up SSO via Entra ID, Outlook activity capture and SharePoint document organisation in your demo environment.
4

Day 4: Security & permissions

Learn the permissions model, audit trail capabilities and compliance positioning so you can address client security questions with confidence.
5

Day 5: Deliver a pilot

Configure a single process end-to-end in your demo environment—collections, workflow stages, automations and a basic dashboard.
6

Days 6–7: Package & go to market

Build your first packaged offer, set pricing and prepare your go-to-market messaging using partner templates and pitch decks.
ENABLEMENT

Partner resource library

Comprehensive enablement materials organised by category. Access everything you need to sell, deliver and grow.

Sales enablement

Everything you need to have compelling partner conversations.

Sales enablement

  • Partner pitch deck
  • Discovery question bank
  • Demo scripts by partner archetype
  • Objection handling guides

Delivery enablement

Structured guides to deliver successful client implementations.

Delivery enablement

  • Implementation checklist
  • Pilot-first blueprint
  • Template packs (QMS, sales-to-delivery, site inspections)
  • Best practice configuration guides

Technical enablement

Deep-dive guides for platform configuration and integrations.

Technical enablement

  • Microsoft 365 integration guides (SSO, Outlook, SharePoint)
  • Automations cookbook
  • Reporting and dashboard patterns
  • Portals, forms, scanning and printing guides

Security & compliance

Materials to address client security and compliance requirements.

Security & compliance

  • Permissions and audit logging explainer
  • AI governance one-pager
  • UK hosting and reliability statement
  • Compliance-ready controls overview

Marketing

Co-branded assets and campaign materials to generate demand.

Marketing

  • Co-branded templates and messaging guide
  • Logo usage guidelines
  • Campaign-in-a-box: Spreadsheet Amnesty workshop
  • Social media content templates

Product updates

Stay current with the latest features and capabilities.

Product updates

  • Monthly release briefings
  • New feature summaries for partners
  • Roadmap previews
  • What it means for your clients
View latest updates
SPECIALIST KITS

Enablement kits by partner type

Tailored collateral packs for each partner archetype—pitch decks, demo scripts and template packs designed for your specific market.

Manufacturing partner kit

Manufacturing pitch deck, BOM/work order templates, QMS baseline, ROI story framework and customer proof.

MSP security pack

Permissions documentation, audit log examples, UK data residency details, AI governance overview and integration setup guides.

ISO/QMS template pack

ISO clause-to-system mapping, SOP templates, document control workflows and audit trail one-pager.

Industry specialist kit

Sector-specific pitch decks, case studies and template accelerators for construction, life sciences, professional services and charities.

Ops consultant kit

Before/after demo scripts, ROI narrative templates and a library of common workflow patterns.
The Kinabase Platform

Kinabase helps organisations adopt AI and replace spreadsheet sprawl with a secure, scalable system for how work actually gets done.

Model anything with collections + records + fields, then add workflows, automations, reporting and permissions
Integrate seamlessly with Microsoft 365 (SSO, Outlook, SharePoint) and extend with an API
Use practical AI (Scan & Fill, AI filters, chart suggestions) with humans always in control
Built for trust: UK hosting, encryption, granular permissions, audit logging and compliance-ready controls
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Ready to get enabled?

Apply to the partner program and access the full resource library.
Request Partner AccessBook Partner Onboarding