Partner Portal

Welcome to the Partner Resource Hub

Everything you need to confidently introduce Pilot to your clients. Questions? Reach out to your Partner Contact →

Essentials

Start Here

Pilot Overview

Who Pilot is, what we do, and why 3,000+ businesses trust us with their finances.

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Sales Overview

Key messaging, differentiators, and how Pilot wins in the market.

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Collaboration

Our Partnership

How the Partnership Works

The mechanics of referring, co-selling, and growing together.

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Our Ideal Customer Profile

Which clients are the best fit — size, stage, and industry.

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Enablement

Sales & Referral Tools

Frequently Asked Questions

Answers to common objections and questions clients will ask.

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Referral Talk Track

A proven script for introducing Pilot in client conversations.

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Communication

Outreach

Outreach Email Templates

Copy-paste templates for cold outreach, warm intros, and follow-ups.

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Brand

Marketing & Brand Assets

Pilot Logo Purple

Standard Pilot Logo

Click to download · PNG
Pilot Logo White

White Alternative Logo

Click to download · PNG

Brand Guide

Full brand guide with usage rules
Updates

What's New at Pilot

What's New at Pilot

Product updates, feature releases, and the latest press coverage.

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