Iris for Sales Partners — scope for sign-off

01What it is

The same Iris we already use, opened up to our external sales partners on WhatsApp with a partner role that limits what they can reach.

It does two jobs, and only two:

1. Tracks their leads and relays them to us. The partner tells Iris who they met; it reaches our ClickUp as a proper thread instead of a message someone has to retype. 2. Lets them introduce Embiggen X without asking us first. What we do, what each product does, what it is for, and the line to say out loud. Today they have to wait for one of us to answer.

Everything else in here exists to serve those two.

This answers Rolan's ask of 2026-10-04: partners who use Iris sell faster, stay credible as AI-native sellers, and become customers themselves.

02What it does

Captures leads. A partner says "I met the CEO of CWC Interiors, mostly manual processes, meeting them again Tuesday." Iris confirms the name, checks it is not already claimed, and posts a thread in Sales - PH | SG as New Lead from <Partner>: <Client> with a short business summary. Patrick is notified to add the CRM record by hand.

Keeps the thread updated. Later updates from that partner about that client go into the same thread as a summary, never the raw message: "New update from Nando on CWC Interiors — lunch with the founder confirmed for Tuesday, paper-heavy operations flagged as the main pain."

Protects the client lock. First come, first served, and a claim holds for 60 days. If nothing moves on that client within 60 days the lock lapses and the client is open again, so a dormant claim cannot block another partner indefinitely.

If a second partner introduces a client someone already holds, Iris tells them only that it is already in our pipeline, does not say who holds it, and raises it privately to Pat and Rolan. She never decides a dispute.

Introduces Embiggen X and the products, on demand. The partner is in a room and gets asked "what do they actually do?" — Iris answers properly, without them having to message us and wait. The full list is §4.

Serves the current deck. The Partner Packet, the PH Industrial Sales Partner deck, the Overview. One source, always current, so nobody presents a four-month-old file.

Works as an assistant. Google Workspace (their own account), reminders, their own lead and task lists, voice notes in, meeting prep.

03Access and separation

It is the same Iris, with role-based access. Not a second product and not a second deployment — one system, where the role on your account decides what you can reach. There is already an operator role for the Embiggen team; we add a partner role beneath it.

	Embiggen team	Sales partner
Embiggen brain, CRM, client records	yes	no
Internal channels and other people's tasks	yes	no
Pricing, proposals, costing	yes	no
Partner-facing material (§4)	yes	yes
Their own calendar, mail, tasks, reminders	yes	yes
Lead capture into our ClickUp	yes	yes

Verification. A partner must give their full name and the access code "AI Native" before Iris does anything. No code, no access. Unrecognised people get nothing and we get told.

The brain is not reachable from a partner account. This is the part that has to be built properly rather than instructed. A rule in her prompt saying "never reveal internal information" is something she can be talked around; the information simply not being loaded is not. So for a partner account the internal knowledge is never attached in the first place — not loaded, not mounted, not callable. If she is asked cleverly there is nothing there to find.

Concretely the role is enforced in three places in the code, none of them her prompt: what gets loaded into her workspace, which tools exist for that role, and a server-side refusal if a tool is somehow called anyway. The same pattern already protects credentials from non-operator accounts today, so this is an extension of something proven, not a new idea.

One partner cannot see another. Separate space per partner, separate memory, separate leads.

04What Iris may tell a partner — please approve, strike or edit

Everything below is already in the Partner Packet and the PH Industrial partner deck, both of which we hand to outsiders. If it is not on this list, she does not say it.

4A. The six products — the main thing partners need

Taken from the Partner Packet, including its own "say this out loud" lines.

1Diagnostik — the way in

What it is: a short, structured review that shows where a company loses time, margin and efficiency. What used to take a consulting firm six months, packaged so it runs in days.

Think of it as: a health check that finds where the money is leaking out.

What it does: Iris interviews 8 to 15 of their people, 15 minutes each, in the language they think in (EN, FR, DE, PL). Every claim keeps the quote it came from. Produces an as-is operations map, six maturity dimensions, and a roadmap ranked by effort against value. A senior human signs it off before the client sees it.

What it is worth: cheaper to work out what to do first; faster path from interest to a funded project; fewer AI projects that stall because nobody set a target.

"A way for the client to find out what AI is actually worth to them in days, rather than committing to a six-month strategy engagement to find out."

2DataCore — the clean-up

What it is: one place that pulls together their systems, their machines and their older tools, cleans what comes in, and keeps it current.

Think of it as: a filing clerk who finally gets the whole company filing the same way — the same customer, spelled four ways in four systems, becomes one clean record.

What it does: brings every system and machine into one version everyone can trust; live screens showing numbers as they happen; small sensors on older machines so they report too; cleans and standardises so the data is actually usable.

What it is worth: fewer people building reports; problems seen while they can still be fixed; less waste from acting on the wrong number; ready for AI without ripping out the old systems.

"The owner runs the whole business from one screen, and gets told what matters before anyone thought to ask."

3Ximple — find anything

What it is: search that understands questions asked in ordinary words, across every document they already have, in any format. Nothing to install, nothing to reorganise first.

Think of it as: the colleague who has read every file in the company, available at any hour, who always tells you where the answer came from.

What it does: answers questions in plain words with no training needed; takes PDFs, Word, spreadsheets and reports, internal or external; summarises long documents and shows the page every figure came from.

What it is worth: hours stop disappearing into looking for things; new staff get up to speed by asking the system; no large up-front spend; what people know stays behind when they leave.

"A way to put what the company already knows to work, without a big central system, without a large up-front cost, and without waiting years."

4Maestro — works unwatched

What it is: an operations assistant that works on the apps the team already uses. Ximple answers when someone asks; Maestro watches on its own, messages first, and keeps things moving in the background.

Think of it as: a night-shift colleague who watches the systems and messages you before the customer complains — on WhatsApp and email, with no new screen to learn.

What it does: raises the problem before anyone asks; works over WhatsApp and email and can run to a timetable; handles the whole chain — spots the delay, finds the order it affects, checks stock, checks the supplier, tells the right person, suggests what to do; keeps a human on the decisions that matter.

What it is worth: less chasing; fewer late deliveries found too late; less time between a problem appearing and a decision; senior people spend the day on judgement, not chasing.

"The end of the job nobody was hired to do: taking information out of one system, understanding it, and typing it into another."

Iris and Maestro are the same thing — an AI agent and assistant for companies, set up for how that company works. Iris is the one we run ourselves; Maestro is the same product under the name clients buy. When a partner asks "can I have this for my own business?", the answer is yes, and it is Maestro.

5ForecastIQ — the control tower

What it is: puts every job on one screen and tells the team what is actually achievable, before anyone promises a date to a customer.

Think of it as: a traffic light on every job — and the light you see is the worst of the three: materials, machine, people.

What it does: every job on one screen, the whole workshop at a glance; red, amber or green per job; follows a job from blocked to ready and records who changed what; forecasts demand from their own order history, not an industry average.

What it is worth: less stock sitting there and less cash tied up; fewer shortages and less panic buying; machines idle less often; deliveries arrive when promised.

"A planner who walks into Monday already knowing what is possible, instead of finding out on Thursday that it was not."

6DrawScan — drawings into numbers

What it is: manufacturing runs on drawings. DrawScan reads a drawing the way an engineer does and turns what it sees into numbers the other systems can use.

Think of it as: someone who reads the blueprint like an engineer and types it in for you — once, correctly, for everyone who needs it afterwards.

What it does: reads a supplier drawing and pulls out part number, material, thread, dimensions and surface finish; says how sure it is of each value, so confident ones go straight through and doubtful ones go to a person; shows the drawing beside what it read so approving or correcting is one click; sends the parts it found straight into ForecastIQ so planning updates itself.

What it is worth: fewer engineering and purchasing hours per drawing; fewer ordering mistakes traced back to a misread number; quotes go out faster, which wins the jobs that go to whoever answers first; a searchable history of every part the company has ever made.

"The end of retyping. Extracted once, used everywhere: the drawing itself becomes the thing that drives the purchase order."

That is the whole product list: DataCore, Ximple, Maestro, DrawScan, Diagnostik, ForecastIQ. Confirmed by Jansen, 2026-10-06. Anything else a partner has heard of — Mason, Aqi, and any other named build — is work we did for a specific client, not a product they can offer. Iris may use those as proof that we deliver; she must never present them as something available to buy.

How the six fit together

When a client asks whether this replaces their ERP, the answer is no. Everything they run today stays, and the brain sits on top of it

Step 1, get the data straight — DataCore

Step 2, make sense of it — Ximple

Step 3, put it to work — ForecastIQ, DrawScan, Maestro and dashboards. The part the client sees and feels every day

4A-bis. Who to look for, and the words they use

From the earlier Industrial partner deck. This is the most directly useful material a partner has: it tells them who to approach and lets them recognise the problem from the customer's own sentence.

Who we sell to

Mid-size industrial operators that still run on spreadsheets and email

200 to 2,000 people

Manufacturing, construction, energy, logistics, agri-processing, facilities — anywhere people, machines and materials have to line up

Their systems do not talk to each other; people carry the numbers between them

Operations decides, not the IT department

"Sell the outcome, not the technology. The customer is the expert on their operation. You only need to know what hurts, and which product answers it."

Where we win — five sectors, and the pain in each

Manufacturing — planning on incomplete information; quality problems found after the part is made

Logistics — capacity and routing decided on yesterday's picture

Public sector — records in every system, answers in none, and a data sovereignty requirement attached

Retail — the demand signal arrives after the buying decision was already made

Construction and real estate — true cost and real progress known only when the invoice lands

What the customer says, and what the partner says back

They typically say	Product	Say this
"We find out about a shortage when the machine is already set up."	ForecastIQ	"Every job, every day: red, amber or green."
"Someone retypes every drawing into Excel."	DrawScan	"Your buyer stops retyping drawings into Excel."
"I ask three people and get three different numbers."	Ximple	"Like a colleague who has read every file in the business."
"One task means five messages and two phone calls."	Maestro	"It works while you are in the meeting."

The Embiggen method — five questions, every conversation

01 What business problem are we solving?

02 How much does that problem cost today?

03 What data do they already have?

04 What is the smallest project that proves the value?

05 How do we objectively measure the result?

The gate: "If they cannot answer 02, there is no project yet."

Who brings what

Strategy boutiques bring strategy and price, but do not build

The big firms bring strategy and build, but not the price

Local developers bring build and price, but no strategy

Embiggen X brings all three

"One contract. One team. One number."

4B. The opening offer

A one-week operational audit to find, together, where time, margin and efficiency leak in their business. No commitment. That is the whole opening ask.

Free 30-minute readiness review, no commitment — they leave with a one-page picture of their first opportunity.

The three questions to open with: where does your team lose the most hours each week; which of your systems do not talk to each other; what number would tell you a project worked.

4C. How an engagement runs

Listen (days) — Iris interviews the team, produces a ranked map of where the hours go

Prove (30 days) — a working prototype on their data, against a number they already track

Build (90 days) — connected to their systems, their team trained to run it

Own (then) — theirs outright, no licence meter, more workflows at their pace

"If the prototype does not convince you, we stop. You keep the findings."

4D. Who we are

The data & AI systems company for mid-market enterprises in the EU and APAC

Swiss partners at your table, a senior build force in Asia

One rule: you own everything we build

100+ clients and partners across Europe and APAC

30 days to first proof of value, against agreed measures

100% client-owned — you keep the platform, the code and the data

4 hubs: Switzerland, Poland, Singapore, Philippines, and the office addresses

"Nothing gets replaced. We sit on top." Their ERP, Excel, drawings, email and machines keep running untouched

"You keep everything you have. We make it smarter."

4E. Why clients choose us

Three things the market needs, and we are the only ones with all three: AI business strategy, software engineering, mid-market price

The big firms cost USD 1M to 2M; strategy boutiques do not build; local developers have no business case

"They charge more for the advice than we charge for the system. We do the transformation end to end, from the AI strategy all the way to the implementation."

One contract, one team, one number

4F. Leadership and credentials

Leadership names and roles: Rolan Marco Garcia (Managing Partner & CEO), Nicolas Souvlakis (Managing Partner Europe), Stéphane Fallet (Managing Partner Switzerland), Abdullah Ghazlani (Tech Lead Switzerland), Patrick Zulueta (Partner & CGO), Bien Herrera (Country Head PH), Cristophe Stern and Amar Swain (Advisory Board, Tech)

Rolan sits on the Advisory Board of the Global AI Council; Stéphane is President of AI Swiss

2026 awards: International Enterprise & AI Transformation Partner of the Year; Enterprise AI Systems Architect of the Year (Rolan); Young Leader of the Year, Asia CEO Awards (Bien)

2023: Best Corporate Venture Builder PH; Best Corporate Venturing CEO PH; Silver Stevie, Most Innovative Startup of the Year

2022: Circle of Excellence, Entrepreneur of the Year and Young Leader of the Year (Rolan)

GIMI certification at firm level; NextGen CEO Transformative Leader (MAP with SGV and EY)

4G. Proof stories — six, as written in the deck

These are client engagements, not products. Iris quotes them as evidence that we deliver, and never as something a partner can sell.

Poland & Saudi Arabia, power infrastructure (Ximple) — 50%+ purchasing time freed, 13 live dashboards, 3x revenue growth targeted

Switzerland, precision electronics — 2 hrs saved daily on planning, 25% more efficient planning, 4-6 weeks of production visible before it starts

APAC, technology retail & distribution — 5 business units behind one portal, 0 systems replaced, contracted April 2026, build under way

Philippines, business brokerage (Aqi / ACQUIRE) — 5 channels into one pipeline view, 3·5·7·14·21 follow-up cadence automated, 0 migrations

Philippines, industrial concrete floors (Mason) — quotation from 2-4 days to 42 minutes, 13 min for engineer method confirmation

Switzerland, watchmaking components (DrawScan) — 216 folders and 7,338 files indexed, 60 years of archive searchable, 8 weeks in four sprints

Question: these name industries and countries but not client names. Confirm that is the line — industry and country yes, client name no, unless you tell me a specific one is public.

05What Iris must never say

**Any Embiggen price, rate, margin, cost or effort estimate. No exceptions, no ranges,

no "roughly".** Asked how much, she says it depends on scope and pings Pat

Any client name, deal status, or contract terms
Any other partner's leads, clients, pipeline or commission
Internal roadmaps, team capacity, who is working on what
Anything from the Embiggen brain, CRM or internal channels — she has no access to these
Anything about a deal in progress

If asked anything on this list, she says she will get the right person to answer and notifies Pat.

06Decisions we need from you

1. Competitor price points. Decided: Iris quotes no Embiggen pricing, ever. Asked "how much?", she says it depends on scope, that the 30-day proof is how we find out, and pings Pat.

One thing still to rule on: the decks contain competitor figures — "the big firms charge USD 1M to 2M" and "a consulting firm would bill you seven figures." Those are not our prices and they are already in material we hand out. May Iris repeat them, or is she silent on every number?

2. Partner commissions. The earlier deck shows a partner at ~$2M USD in pipeline and ~$175K USD in potential commissions, with the line "the commission follows the pipeline." That is partner economics rather than client pricing. May Iris discuss commission with a partner at all?

3. Client names in proof stories. Industry and country only, or may she name clients?

4. First-wave partners. Who exactly? Each needs onboarding and a code.

5. Partner offboarding. When a partner leaves: access revoked, and what happens to their leads and their locks?

07Deliberately not in v1

Iris does not write to the CRM. Pat does it by hand; we watch her output first
Iris does not decide lock disputes
No pricing, proposals or quotes
No reading internal channels — she posts into the thread, she does not read the discussion back
WhatsApp only. No email channel, no ClickUp access for partners

08Anything else

Suggestions, gaps, things that belong in the scope but are not above. Anyone reviewing can read and reply here.