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Your partner kit

You make the introduction. We handle the demo, setup, and support.

Free to browse · PDFs, Word, PowerPoint and graphics · Updated September 20, 2026

01

Start here

Choose a business you know, hear the product, then make an introduction.

First page of Partner quick start
For you

Partner quick start

A one-page welcome and three steps to your first introduction.

1 page · PDF + editable Word

02

Hear and see the product

Share the recording or walk a client through the sample screens.

Share with clients

Leaking faucet appointment

Full demo · 1:58 · MP3

Recorded test call with a human caller and our virtual receptionist. This is a demonstration, not a customer call; wording and availability vary by business.

Hear the short excerpt

Opening 33 seconds of the same test call. Hear the full recording for the booking example.

Download excerpt · MP3
Read the transcript

Receptionist: Thank you for calling Mike's Plumbing. I'm the automated virtual assistant. This call is recorded and transcribed. How can I help you today?

Caller: Hi, my faucet's been leaking the past few days and I was wondering if someone could come out and take a look at it.

Receptionist: I can help with that. Is this for your home or a business?

Caller: This is for my home.

Receptionist: May I have your full name?

Caller: Yeah, this is Alex Miller.

Receptionist: And could you spell your last name for me?

Caller: Sure, it's M-I-L-L-E-R.

Receptionist: Just to confirm, Alex Miller, M-I-L-L-E-R, is that correct?

Caller: That's correct.

Receptionist: Should we use the number you're calling from as the best number to reach you?

Caller: Yeah, you can use this number.

Receptionist: What's the address where you need service?

Caller: I'm over here at 716 Davenport Street in Omaha.

Receptionist: I found this address, 716 Davenport Street, Omaha, Nebraska, 68102. Is that correct?

Caller: That's right.

Receptionist: Got it, that's in our service area. What day or time would you prefer?

Caller: Monday would be preferable. Do you guys have anything?

Receptionist: I have Monday, September 21st at 2 p.m. or 4 p.m. available. Would either work?

Caller: Can we do 2 p.m.?

Receptionist: I've booked your appointment for Monday, September 21st at 2 p.m. Is it okay if Mike's Plumbing texts you a booking confirmation and, after the job, a quick review request? It's optional. Message and data rates may apply, and you can reply STOP any time. Do you agree?

Caller: Yeah, that's okay.

Receptionist: Thanks. You're all set for booking texts. Anything else I can help with today?

Caller: No, that should do it. I appreciate it.

Receptionist: Thanks for calling Mike's Plumbing. Have a good day.

Sample Handled Calls workspace showing a lead and next action
First page of Product walkthrough
Share with clients

Product walkthrough

Three sample screens with step-by-step explanations of requests, call details and scheduling.

3 pages · PDF + editable Word

03

Copy an introduction

Choose a message, replace the marked blanks, and keep the disclosure.

Warm introductionAgency or consultant

Ask the client first, then include Grant at hello@handledcalls.com. For the problem, use their own words, such as 'calls go to voicemail while you are on jobs'.

SubjectAn introduction for [CLIENT BUSINESS]

Hi [CLIENT NAME],

You mentioned [SPECIFIC CALL-HANDLING PROBLEM]. Meet Grant, co-founder of Handled Calls.

Its virtual receptionist answers missed and after-hours calls, collects job details, and keeps requests in one place for your team. Grant can show you how it would fit [CLIENT BUSINESS] and help with setup.

Grant, could you arrange a short demo with [CLIENT NAME]?

If you decide to sign up, enter my partner code [PARTNER CODE].

I may earn a commission if you sign up for Handled Calls through my referral.

[YOUR NAME]
[YOUR BUSINESS]
Recommendation to an existing clientAgency

Start with a real observation: for example, 'Your ads bring in calls after the office closes'. Ask before making the introduction.

SubjectCall coverage for [CLIENT BUSINESS]

Hi [CLIENT NAME],

[ONE RELEVANT OBSERVATION]. I thought Handled Calls might help with those calls.

Its virtual receptionist answers missed and after-hours calls, captures job details, and keeps the request ready for your team to review. Grant and the team handle the demo, setup, and support.

Would you like an introduction? Here is a two-minute recorded test call if you want to listen first: https://www.handledcalls.com/#demo

If you sign up, enter my partner code [PARTNER CODE]. I may earn a commission if you sign up for Handled Calls through my referral.

[YOUR NAME]
[YOUR BUSINESS]
Follow up after interestAgency or consultant

Send after the person asks for details. Replace the question with their actual concern, such as 'whether callers can request a particular service'.

SubjectThe Handled Calls example

Hi [CLIENT NAME],

Here is the two-minute example we discussed: https://www.handledcalls.com/#demo

It is a recorded test call: the receptionist collects a plumbing request and offers an appointment. Your wording and booking options would follow your business setup.

You asked about [QUESTION TO CHECK]. Grant can walk through that with you: https://www.handledcalls.com/book-a-demo/

If you decide to sign up, enter [PARTNER CODE]. I may earn a commission if you sign up for Handled Calls through my referral.

[YOUR NAME]
Newsletter paragraphCreator or educator

Keep the disclosure with the recommendation. Use your newsletter's usual mailing address and unsubscribe footer.

SubjectA tool for calls you cannot pick up

If you run a home service business, a new call can arrive while you are on a job. Handled Calls is a virtual receptionist that answers missed and after-hours calls, captures the request, and keeps the details in a simple customer workspace. Booking depends on your saved availability and settings. Hear a recorded test call at https://www.handledcalls.com/#demo or book a walkthrough with the team. If you sign up, enter [PARTNER CODE] during signup. I may earn a commission if you sign up for Handled Calls through my referral.
Plumbing introductionTrade example

Use a real client need. Do not present the demo business as a customer result.

SubjectCovering calls while you are on a plumbing job

Hi [CLIENT NAME],

When you are under a sink, it is hard to pick up every call. Handled Calls can answer, collect the plumbing issue and service address, and leave a clear request for your team. With instant booking enabled, it can offer times from your saved availability.

Here is a two-minute plumbing example, recorded as a test call: https://www.handledcalls.com/#demo

Would you like an introduction to Grant?

If you sign up, enter [PARTNER CODE]. I may earn a commission if you sign up for Handled Calls through my referral.

[YOUR NAME]
HVAC introductionTrade example

Focus on ordinary service requests and seasonal workload.

SubjectHelp with calls during busy HVAC days

Hi [CLIENT NAME],

During a busy heating or cooling season, calls can arrive faster than your team can answer. Handled Calls can pick up missed calls, collect the issue and caller details, and keep each request ready to review. Booking follows the services and availability saved in the app.

Would you like me to introduce you to Grant for a short walkthrough?

You can hear a recorded test call first: https://www.handledcalls.com/#demo

If you sign up, enter [PARTNER CODE]. I may earn a commission if you sign up for Handled Calls through my referral.

[YOUR NAME]
Electrical introductionTrade example

Describe routine job intake. Handled Calls is not an emergency or 911 service.

SubjectCall handling for [CLIENT BUSINESS]

Hi [CLIENT NAME],

When you are focused on electrical work, a ringing phone can interrupt the job. Handled Calls can answer missed calls, collect the service request and address, and give your team a clear summary. Optional instant booking uses your saved availability.

Would it help to see how this could work for [CLIENT BUSINESS]? I can introduce you to Grant, who handles the demo and setup guidance.

If you sign up, enter [PARTNER CODE]. I may earn a commission if you sign up for Handled Calls through my referral.

[YOUR NAME]
Social captionCreator or agency

Pair with a supplied graphic. Keep the disclosure visible before a platform truncates the caption.

I may earn a commission if you sign up for Handled Calls through my referral.

On a job when the phone rings? Handled Calls can answer missed and after-hours calls, capture the request, and organize the details in a simple customer workspace.

Hear the recorded test call: https://www.handledcalls.com/#demo

If it fits your business, enter [PARTNER CODE] during signup.

[YOUR NAME]
Short video introductionCreator or educator

Say the disclosure aloud and show it on screen. Show only the supplied sample screenshots.

I may earn a commission if you sign up for Handled Calls through my referral.

If you run a home service business and cannot always pick up, here is a tool to evaluate. Handled Calls is a virtual receptionist and simple customer workspace. It can answer missed calls, collect the job details, and offer appointment times based on your setup.

Listen to the recorded test call, then ask the team how it would work for your business. My assigned code is [PARTNER CODE]; enter it during signup. The demo is at handledcalls.com.
15 second product descriptionTalking point

About 15 seconds at a normal speaking pace, including the commission disclosure.

Handled Calls is a virtual receptionist that answers missed calls and captures the job details.

I may earn a commission if you sign up for Handled Calls through my referral.
60 second product descriptionTalking point

Use as a conversation guide rather than reading a list of features.

Handled Calls is for home service owners who cannot always answer while they work. Its virtual receptionist takes missed and after-hours calls, collects what the caller needs, and leaves the details in a simple customer workspace.

When instant voice booking is enabled, it can offer times based on the services and availability saved in the app. Otherwise, your team reviews the request. You keep your existing customer-facing number through call forwarding.

There is a 14-day card-backed trial, then a base subscription every 28 days plus call usage. Grant and the team handle the demo, setup guidance, and support.

I may earn a commission if you sign up for Handled Calls through my referral. Use [PARTNER CODE] during signup.
Ask for help with a client conversationFor you

Send to hello@handledcalls.com. Share client contact details only with their permission.

SubjectPartner help with [CLIENT BUSINESS]

Hi Grant,

I am [YOUR NAME] from [YOUR BUSINESS]. My assigned partner code is [PARTNER CODE].

I am talking with [CLIENT BUSINESS] about [CLIENT NEED]. Their main question is [CLIENT QUESTION].

Could you help with [INTRODUCTION, DEMO, OR CUSTOM PRESENTATION]?

Thanks,
[YOUR NAME]
04

Explain it to a client

Send the essentials, or prepare a presentation for a client conversation.

Ready to share with clients

The essentials in one download

The one-page overview, two-minute demo and transcript. No fields to fill in.

Include your assigned code and commission disclosure in your introduction.

First page of One-page client overview
Share with clients

One-page client overview

What it does, what it costs, and how to get started.

1 page · PDF + editable Word

For a quick conversation, use the 15-second description or 60-second talking points.

05

Logos and ready-to-share graphics

Use the supplied artwork and keep its disclosure visible.

Add your code in the caption and ask customers to enter it during signup. Product screenshots use sample data.

First page of Brand and sharing guide
For you

Brand and sharing guide

How to use logos, graphics and disclosures clearly.

2 pages · PDF + editable Word

06

Recognize the right fit

Understand the client's day and check the details before recommending.

First page of Client fit and questions
For you

Client fit and questions

A conversation checklist and clear answers about setup, booking and cost.

3 pages · PDF + editable Word

Need a specific answer? Read the product FAQ or email hello@handledcalls.com.

07

Referrals and earnings

Approved partners earn 50% of eligible net subscription revenue from the base plan and additional users for each qualified customer's first four paid 28-day cycles.

First page of Referrals and earnings
For you

Referrals and earnings

Codes, missing-credit review, payout timing and an illustrated calculation.

2 pages · PDF + editable Word

08

Get personal help

Introduce the client. We handle the demo, setup guidance and support.

Grant and the team can help with a client conversation, a product question or a customized presentation. Tell us the business type, what they need, and the question you want to answer.

hello@handledcalls.com · Approved partners receive their individual setup materials directly.