SOLUTION GUIDE
Collect partner pipeline updates — without the copy-paste circus
There's a better way to get deal updates from downstream partners. Structured requests, scoped webforms, automatic consolidation — no email archaeology, no copy-paste, no manual CRM re-entry.
Spreadsheet-native
Setup in 10 minutes
✔ Optional CRM sync
Used by teams in
MANUFACTURERS & VENDORS
IT DISTRIBUTORS
TELECOM PROVIDERS
CYBERSECURITY VENDORS
Hours of admin removed
🔒TLS Encrypted
🛡 Azure cloud hosted
👤 Authenticated access
✔ GDPR aligned
⊞ Spreadsheet-native
✉ HubSpot sync, plus..
3 ways
Updates currently arrive
Emails, spreadsheet attachments, and ad-hoc calls — none consistent or comparable
Auto
Consolidation
All responses merge into one Deal Sheet — no manual assembly, no copy-paste
1 way
With Channel Chaser
Structured webform — each partner updates their deals through a scoped, guided request
THE CURRENT REALITY
How partner updates actually arrive today
If you run an indirect channel, you've experienced the same collection problem. Partner updates are valuable when they arrive — but the process of collecting, formatting, and consolidating them consumes more time than anyone has budgeted for.
VIA EMAIL
"Still progressing, should close end of month." — No stage, no value, no next action. Manually re-entered into your spreadsheet.
VIA SPREADSHEET ATTACHMENT
Different column headers. Different stage names. Different date formats. 45 minutes of reformatting before it's usable.
VIA CALL BEFORE THE REVIEW
Useful in the moment — but only covers the partners you managed to reach. The rest are missing from the forecast.
THE CHANNEL CHASER WAY
One structured request. One consolidated output.
Channel Chaser replaces all three with a single structured workflow. Partners receive a scoped request — one link, only their deals — and respond through a guided webform. Everything consolidates automatically.
THE PARTNER EXPERIENCE
✔
✔
✔
✔
One secure link — no login, no portal, no new system
Only their deals visible — nothing from other relationships
Structured fields — stage, date, value, notes — takes 2–3 minutes
Save and resume — no pressure to complete in one sitting
HOW IT WORKS
Five steps. One clean Deal Sheet.
Channel Chaser handles the collection, structuring, and consolidation. Your team handles the decisions.
1
Upload your Deal Sheet
XLSX, CSV, or CRM export. Your existing pipeline. No rebuild required
2
Group by partner
Deals auto-grouped by distributor, reseller, or account owner.
3
Send structured requests
Each partner sees only their deals — stage, close date, value, notes.
4
Collect responses
Clean webform. Automatic reminders. Save and resume supported.
5
Consolidated output
One Deal Sheet. All responses merged. Optional CRM sync on Plus.
QUESTIONS
Frequently asked
Why do most teams still collect partner updates by email?
Because it's the default — not because it works. Email gets the job done in theory, but in practice it creates inconsistency, delays, and hours of manual reformatting that teams have just accepted as normal.
Why won't partners just update our CRM or portal?
Because it creates work for them with limited direct benefit. A scoped webform showing only their deals, completable in minutes, without a login — that's a different ask. Response rates reflect the effort required.
What fields can we collect?
Any field present in your Deal Sheet — stage, close date, value, confidence, notes, next action, blockers, and custom columns. Channel Chaser maps to your existing structure.
What happens to the data after collection?
Responses consolidate automatically into a single Deal Sheet. Only changed fields update — everything else remains stable. Optional CRM sync on the Plus plan pushes updates into HubSpot or Zoho.
Can we run multiple update cycles simultaneously?
Yes — you can manage multiple Deal Sheets and partner groups concurrently, each on their own update cadence.
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