Partner Sales Packet

Use these materials when promoting your business to clients.

Jason Miller avatar
Written by Jason Miller
Updated over a week ago

We love that our partners want to spread the joy of Cloverleaf with their current and potential clients, and we want to make this easier to do. Below are some resources you can use as you talk to potential clients and work with your current clients as they explore the possibilities of Cloverleaf.


Below are links to videos that can be used to demo Cloverleaf or highlight the different features that we offer.

Contract Language

This language could be included in your client contracts to help them understand the transition process after the engagement trial is completed.

"During your time working with us, you will have access to Cloverleaf. Cloverleaf is an automated coaching software that uses assessment data to provide digital nudges to everyone in your organization to improve performance, increase managerial effectiveness, strengthen cross-functional collaboration, and inspire personal development. At the end of our engagement, we will share metrics with you that will show the usage and engagement of the platform. If you would like to continue to use Cloverleaf after our engagement is over you can purchase a plan directly with Cloverleaf [at a discounted rate because of our partnership with them (if you choose to give them a discount instead of taking the commission)] [starting at $12 a user a month]."

Email Templates

Email outreach to potential clients:

Hi [potential client name],

Think about the best team you've ever been on. How could you recreate that? That's what we help you with using an innovative technology called Cloverleaf. Cloverleaf is a transformative automated coaching platform that leverages traditional assessment data to improve individual and team effectiveness. I've seen it create a measurable impact on engagement, team cohesion, and supporting high-performance teams across large matrix organizations similar in nature and size to your group. Given your role at XXX, I thought you’d be a great person to talk to about the tools and programs you use to drive employee engagement and company culture. If you’re open to chatting with me, please let me know, I'd love to meet you.

Email to expiring engagements:

Thank you for using Cloverleaf through [your company name]. Your current engagement with Cloverleaf is due to expire on [expiration date]. Cloverleaf provides a path forward to continue using the platform after your time with us expires. If this is something that you might be interested in doing please let us know.

For more pricing information please go to: Cloverleaf Pricing Page.

Downloadable Content

  • The Cloverleaf Difference can be sent to clients to help them gain a better understanding of what Cloverleaf can do.

  • The attached Slide Deck and be a source you can pull from when putting your pitch decks together.

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