Channel Companion
Describe what your customer needs. Channel Companion reads the full picture and matches accordingly.
Not a form. Not a dropdown with 40 categories. You type it the way you'd explain it to someone at lunch. Upload a file if you've already got notes. Or paste in a transcript from a client call. Either way, Channel Companion reads the full picture.
The more context you give, the more specific the output. But even a rough description is enough to start. You're not filling out a ticket. You're having a conversation.
Try it with a real deal →Small law firm, 35 attorneys, wants a phone system. Sounds simple except they need call recording with retention policies, they're in three states, half the firm works from home, and the managing partner keeps asking about AI transcription for client calls. Oh and they're actively looking to replace their current provider.
Channel Companion takes what you said about your customer and maps it against supplier capabilities, product fit, ICP alignment, and the details you didn't explicitly flag.
It identifies the primary needs: cloud phone system, call recording with configurable retention, AI transcription, multi-state support. But it also surfaces the buying signals you might not have led with. The managing partner's specific ask about AI transcription. The fact that they're actively looking to replace an incumbent they dislike. The compliance implications of a legal firm with strict retention requirements.
Not a list of suppliers in the UCaaS category. You get ranked matches, each with a score and the specific reasoning for this deal. You see exactly why a supplier ranked where it did, which products map to your customer's requirements, and what actually matters for this situation.
The reasoning is written for your deal, not copied from a marketing page. "Explicitly targets legal and offers AI Voice Agents matching the managing partner's transcription ask" tells you something useful. "Leading UCaaS provider" tells you nothing.
See who fits your deal →You came in for a phone system. But half the firm works remotely across three states, and nobody asked what happens when sensitive client data hits an unmanaged home computer. Channel Companion caught it, surfaced a Cloud PC recommendation, and gave you the discovery questions to open the conversation. You didn’t ask about it. You didn’t have to.
Look at the matches. Read the reasoning. Disagree with one? Fine. You know your customer better than any algorithm. The score is a starting point, not a verdict.
When something looks right, request an introduction. That goes to a real person at the supplier who's ready to talk about this specific deal. Not a lead form that disappears into a queue. A qualified introduction between two people who should actually be talking.
Your deal still flows through your TSD. Your commissions don't change. What changes is the quality of the conversation you walk into — and how many opportunities you catch that you would have otherwise left on the table.
Questions
No. You're not browsing a directory. You're not filtering by category and hoping for the best. You're describing a real customer situation and getting back matches based on what that customer actually needs, with the reasoning written for that specific deal. The supplier directory exists if you want it. Most advisors skip it and go straight to the AI.
Channel Companion normalizes data across the supplier ecosystem: product capabilities, ICP, integration requirements, vertical strengths, active promotions, compliance certifications. The things that actually determine whether a supplier is right for a deal. That data gets matched against what you told us about your customer. The score reflects how well those things line up, and you can see every factor that went into it.
Suppliers pay to be on the platform. But they don't pay for placement, they don't pay for better scores, and they don't buy their way into your recommendations. The model only works if the recommendations are honest. So that's what we built.
Nothing. Your deals still route through your TSD. Your commissions are untouched. Channel Companion is the part that happens before the transaction: helping you figure out who to bring in and what to ask before you make the call. Everything after that works exactly the way it works now.
You have a deal. You tell us about it. You get matches, qualifying questions, and a clearer picture of what else might be in play. That's the whole workflow. Most advisors are in and out in a few minutes. The ones who dig deeper usually find something they weren't expecting.