Jul 2026
Partner program research
207 potential technology partners, researched and qualified in ClickUp
- CRM & data
- Sales research
- Duration
- 1 month
- Company
- Epsilon Solutions
- Role
- Designed the schema and ran the research
Overview
A researched pipeline of 207 potential technology partners, 162 global tools and 45 Georgian companies, kept in ClickUp. Epsilon implements many vendors' tools and wanted referral, reseller and implementation partnerships with the right ones.
Tools
- Claude
Many vendors, no map
Epsilon implements tools from many vendors and does not tie itself to any one of them. It wanted formal referral, reseller and implementation partnerships, but had no structured view of which vendors run partner programs, what joining costs and how well each fits Georgia.
A 13-field schema
The qualification schema has 13 fields: direction, program type, deployment, open source, fit for Georgia, cost to join, the related Epsilon service and more. The fields were created through the ClickUp REST API, because the MCP tool cannot create fields.
Research by agents
AI agents researched every prospect, with the cheaper Claude Haiku for bulk work and the stronger Sonnet for hard cases. Every partner-program URL was checked over HTTP.
Result
207 prospects with every field filled, and 129 verified partner-program URLs. Outreach has not started yet.