Case Study

Nine days from spreadsheet to first partner payment

Nine days from spreadsheet to first partner payment

Nine days from spreadsheet to first partner payment

Nine days from spreadsheet to first partner payment

The Maverick Lab went live without an implementation project, then began creating partner records through an AI workflow running against live data.

The Maverick Lab went live without an implementation project, then began creating partner records through an AI workflow running against live data.

The Maverick Lab went live without an implementation project, then began creating partner records through an AI workflow running against live data.

The Maverick Lab went live without an implementation project, then began creating partner records through an AI workflow running against live data.

9 days

9 days

9 days

9 days

from account created to first payment run

from account created to first payment run

3 → 75

3 → 75

3 → 75

3 → 75

referrals logged per month

referrals logged per month

54 of 56

54 of 56

54 of 56

54 of 56

AI-drafted referrals converted to live records

AI-drafted referrals converted to live records

44%

44%

44%

44%

of partner contacts logged in—all active in 90 days

of partner contacts logged in—all active in 90 days

The Client

A small team running a real partner program

A small team running a real partner program

A small team running a real partner program

A small team running a real partner program

The Maverick Lab’s partner team is small enough that every hour spent on admin is an hour not spent on partners.

The Maverick Lab’s partner team is small enough that every hour spent on admin is an hour not spent on partners.

The Maverick Lab’s partner team is small enough that every hour spent on admin is an hour not spent on partners.

The Maverick Lab’s partner team is small enough that every hour spent on admin is an hour not spent on partners.

That constraint shapes everything. A program this size cannot absorb a three-month implementation or carry an operations hire whose job is calculating commissions. The software has to work without adding headcount.

That constraint shapes everything. A program this size cannot absorb a three-month implementation or carry an operations hire whose job is calculating commissions. The software has to work without adding headcount.

That constraint shapes everything. A program this size cannot absorb a three-month implementation or carry an operations hire whose job is calculating commissions. The software has to work without adding headcount.

The Challenge

The spreadsheet was not wrong, it was incomplete

The spreadsheet was not wrong, it was incomplete

The spreadsheet was not wrong, it was incomplete

The spreadsheet was not wrong, it was incomplete

Deals were happening constantly; the spreadsheet simply caught a fraction of them.

Deals were happening constantly; the spreadsheet simply caught a fraction of them.

Deals were happening constantly; the spreadsheet simply caught a fraction of them.

Deals were happening constantly; the spreadsheet simply caught a fraction of them.

The program was mostly invisible

The program was mostly invisible

The program was mostly invisible

The program was mostly invisible

Across roughly two years, 72 referrals were recorded. Nobody stops in the middle of a conversation to open a spreadsheet and add a row, which meant most of the program went unrecorded—and therefore unmanaged.

Across roughly two years, 72 referrals were recorded. Nobody stops in the middle of a conversation to open a spreadsheet and add a row, which meant most of the program went unrecorded—and therefore unmanaged.

Across roughly two years, 72 referrals were recorded. Nobody stops in the middle of a conversation to open a spreadsheet and add a row, which meant most of the program went unrecorded—and therefore unmanaged.

A program you cannot see is one you cannot manage, reward accurately, or defend in a budget conversation.

A program you cannot see is one you cannot manage, reward accurately, or defend in a budget conversation.

A program you cannot see is one you cannot manage, reward accurately, or defend in a budget conversation.

A program you cannot see is one you cannot manage, reward accurately, or defend in a budget conversation.

Subheading

A partner program that only exists in a spreadsheet cannot reliably reward its partners or show the business impact of the work.

Subheading

A partner program that only exists in a spreadsheet cannot reliably reward its partners or show the business impact of the work.

Subheading

A partner program that only exists in a spreadsheet cannot reliably reward its partners or show the business impact of the work.

What changed

Live in nine days, and visible for the first time

Live in nine days, and visible for the first time

Live in nine days, and visible for the first time

Live in nine days, and visible for the first time

Migration, payment operations, and new referral capture all went live in the same nine-day window.

Migration, payment operations, and new referral capture all went live in the same nine-day window.

Migration, payment operations, and new referral capture all went live in the same nine-day window.

Migration, payment operations, and new referral capture all went live in the same nine-day window.

An AI workflow on live partner records

An AI workflow on live partner records

An AI workflow on live partner records

An AI workflow on live partner records

The account was created on 26 May 2026 and the first payment run went out on 4 June, including a migration of 523 records across four files. The team then used OneLasso’s connector to turn a partner spreadsheet into qualified referrals across OneLasso and HubSpot.

The account was created on 26 May 2026 and the first payment run went out on 4 June, including a migration of 523 records across four files. The team then used OneLasso’s connector to turn a partner spreadsheet into qualified referrals across OneLasso and HubSpot.

The account was created on 26 May 2026 and the first payment run went out on 4 June, including a migration of 523 records across four files. The team then used OneLasso’s connector to turn a partner spreadsheet into qualified referrals across OneLasso and HubSpot.

“I had Claude create ten referrals from a partner spreadsheet this morning. No manual data entry.” — Nick Belanger, Head of Partnerships, The Maverick Lab

“I had Claude create ten referrals from a partner spreadsheet this morning. No manual data entry.” — Nick Belanger, Head of Partnerships, The Maverick Lab

“I had Claude create ten referrals from a partner spreadsheet this morning. No manual data entry.” — Nick Belanger, Head of Partnerships, The Maverick Lab

“I had Claude create ten referrals from a partner spreadsheet this morning. No manual data entry.” — Nick Belanger, Head of Partnerships, The Maverick Lab

Subheading

Of 56 AI-drafted referrals, 54 became live records; 51 were sourced automatically from HubSpot.

Subheading

Of 56 AI-drafted referrals, 54 became live records; 51 were sourced automatically from HubSpot.

Subheading

Of 56 AI-drafted referrals, 54 became live records; 51 were sourced automatically from HubSpot.

The Results

The operational ceiling moved

The operational ceiling moved

The operational ceiling moved

The operational ceiling moved

A small team now runs a visible, multi-currency partner program without needing a dedicated operations hire.

A small team now runs a visible, multi-currency partner program without needing a dedicated operations hire.

A small team now runs a visible, multi-currency partner program without needing a dedicated operations hire.

A small team now runs a visible, multi-currency partner program without needing a dedicated operations hire.

Before OneLasso
About three referrals logged each month, with a manual spreadsheet as the system of record.

After OneLasso
About 75 referrals each month, agreements signed in-platform, and payments across three currencies.

Before OneLasso
About three referrals logged each month, with a manual spreadsheet as the system of record.

After OneLasso
About 75 referrals each month, agreements signed in-platform, and payments across three currencies.

Before OneLasso
About three referrals logged each month, with a manual spreadsheet as the system of record.

After OneLasso
About 75 referrals each month, agreements signed in-platform, and payments across three currencies.

151

151

151

151

referrals logged in two months

referrals logged in two months

referrals logged in two months

$85,843

$85,843

$85,843

$85,843

invoiced across 317 payouts

invoiced across 317 payouts

invoiced across 317 payouts

61

61

61

61

partners, with 39 agreements signed in-platform

partners, with 39 agreements signed in-platform

partners, with 39 agreements signed in-platform

3

3

3

3

currencies paid in, including AED

currencies paid in, including AED

currencies paid in, including AED

Get In Touch

Get In Touch

Get In Touch

© Copyright 2025, Lasso Technologies, Inc.

© Copyright 2025, Lasso Technologies, Inc.

© Copyright 2025, Lasso Technologies, Inc.

© Copyright 2025, Lasso Technologies, Inc.