Partner tools and materials

Everything an Instfy partner can use today to sell: pages to send, product websites, contact channels, CRM and ready-to-use message templates.

Much of Instfy's sales material is already published and can be sent to the client right now. This page organizes those tools by situation, provides message templates to copy and explains how to request materials that are not yet public.

Before you start

• Always use the official links on this page. Do not create materials with the Instfy brand without approval (see the commercial policies).
• Send the client pages, not copied attachments: Instfy Docs pages are updated when the products change.

Instfy Docs as a sales tool

This documentation is public, clear and honest about what exists and what is on the roadmap. Use it as supporting material at every stage.

Product websites

Quick demos you can do with the client:

• Carbon: fill in the calculator with their event data and see the estimate in tCO2e.
• Instfy Data: open the public profile of their company or a target client and show the diagnosis.
• ERP: show the plans at /pricing and the pages for each module in this documentation.

The ERP Instfy CRM as your pipeline

You can organize your opportunities in the ERP Instfy CRM: leads, deals, pipelines and stages, with a tracking dashboard.

1. In CRM > System Setup, create a pipeline with the stages from the playbook: Opportunity, Qualification, Discovery, Presentation, Project proposal, Signing, Execution and Evolution.
2. Create lead sources, such as "Referral", "Event" or "Instfy Data", to know where the best opportunities come from.
3. Enter each opportunity in CRM > Leads and convert it into a deal when it qualifies.
4. Track the pipeline in Dashboard > CRM Dashboard.

Instfy channels

Message templates

Adapt each template to the client. Replace the fields in brackets and keep the tone: short, personal and focused on what the client wants to build.

First contact email

Subject: [Name], a conversation about [Company]'s next steps

Hi [Name], hope you are doing well.

I have been following [Company] for a while and noticed [concrete signal:
growth, new market, team change, a challenge the client mentioned].

I work with Instfy, a company that builds solutions for businesses, with
operations in Brazil and the United States. The work always starts by
understanding the business, before proposing any solution.

Would you be open to a 15-minute conversation so I can understand what you
want to build over the next few years? If it makes sense, I will introduce
you to the Instfy team.

To learn how we work: https://docs.instfy.com ("How we work" page).

Best regards,
[Your name]
[Phone]

WhatsApp message

Hi [Name]! This is [Your name]. You came to mind because [concrete reason].
I now work with Instfy, which helps companies create, transform and expand
their businesses, from strategy to execution. Could I ask you 3 quick
questions about [Company]'s plans? If now is not a good time, no problem.

15-minute call script

Post-meeting summary

Send it to the client the same day and copy Instfy when the opportunity has already been handed off.

Subject: Summary of our conversation and next steps

Hi [Name],

Thank you for today's conversation. Here is what I understood:

- Where [Company] is today: [current situation]
- Where it wants to go: [ambition, in the client's words]
- What is in the way: [main obstacles]
- Important constraints: [time, budget, team]

Agreed next step: [action], on [date], with [participants].

If I got anything wrong, please correct me here.

Best regards,
[Your name]

How to request materials

Corporate presentations, industry materials, proposals and case studies are not public. They are provided by Instfy's sales team on demand, when available and approved for use.

1. Write to relationship@instfy.com with the subject Material: <type>, for example Material: corporate presentation.
2. State the client or industry, the sales stage and what you will use the material for.
3. Wait for the team to reply with the material or an alternative.
4. Use the material only for the agreed purpose and do not alter the brand or content.

Frequently asked questions

Can I send Instfy Docs pages to the client?

Yes. Instfy Docs is public and was designed for that. Prefer sending the link to the page or section, because the content is updated when the products change.

Is there a ready-made sales presentation?

Presentations and supporting materials are provided by the sales team on demand. Request them at relationship@instfy.com, stating the client, the industry and the sales stage.

Can I use Instfy client case studies?

Only case studies provided and approved by Instfy for commercial use. Do not mention client names or results that have not been cleared.

Do I need to use the ERP Instfy CRM?

It is not mandatory for your personal pipeline, but it is a good way to organize opportunities and get hands-on experience with a product you sell. Official opportunity registration follows the process in the agreement.

Can I create my own material with the Instfy brand?

Only with prior approval from Instfy, according to the brand usage rules in the commercial policies.

Next steps

Review the rules before using the brand, pricing and client data.