Prospect - Once a lead expresses curiosity about Relata, it moves into the prospect stage. Here, partners share introductory information and align client needs with Relata’s offerings, whether it’s Vistaire or Immerse. Relata’s team supports partners with product decks, demo links, and talking points to help prospects understand how the platform can transform their sales and marketing workflow. This easy, seamless system makes the process easier for our partners.

Explore - In this stage, the Relata team, alongside the partner, conducts detailed demos and proposal discussions to showcase capabilities. The objective is to demonstrate how Relata’s visualization suite and analytics tools solve the client’s challenges effectively. Partners participate actively to build trust and context, while Relata provides all necessary materials, pricing clarity, and comprehensive technical guidance to ensure the client’s confidence in moving forward successfully.

Engage - At this point, both Relata and the partner work closely with the client to address questions, refine proposals, and align final terms for closure. Communication and responsiveness play a key role here. Partners act as the client’s trusted bridge, while Relata ensures seamless coordination, strong technical backing, and consistent value assurance. Together, they nurture relationships that lead naturally toward a confident and mutually beneficial closure.

Suspect - Partners identify potential clients from their professional network or outreach who could benefit from Relata’s proptech solutions. At this stage, the focus is on observation and discovery,  recognizing opportunities where Relata’s visualization, sales, or analytics tools can create measurable impact. Once a lead is identified, it’s registered to secure ownership and receive official Relata support to pursue it further.