Qualify the opportunity
Identify the practical issue: vehicle visibility, video evidence, maintenance coordination or connected data. Describe the current situation without promising a particular solution.
Introduce organisations with a relevant fleet requirement, with their agreement and a clear handover to the Fleetly team.
Discuss this programmeA strong referral starts with a real need and a willing contact. Share enough context to make the first conversation useful: fleet type, operational priorities and the reason Fleetly may be relevant. Keep introductions proportionate and avoid committing the customer to features, pricing or delivery dates that have not been agreed.
Identify the practical issue: vehicle visibility, video evidence, maintenance coordination or connected data. Describe the current situation without promising a particular solution.
Confirm that the contact is happy to be introduced and agree what information can be shared. Avoid forwarding unnecessary personal or commercially sensitive data.
Provide a concise summary and a suitable point of contact. Fleetly can then assess the requirement and the appropriate next discussion.
Agree any referral arrangement before relying on it. Eligibility, attribution and payment conditions belong in the agreed terms, not in assumptions made during an introduction.
Use this proposed responsibility model to shape the discussion. Final obligations and service levels are defined in the agreement.
Confirm the contact’s agreement and explain the opportunity.
Assess the requirement and agree the next conversation.
Permission, contact details and opportunity ownership.
Provide relevant context without making unapproved commitments.
Lead or coordinate the agreed product and commercial discussion.
Who communicates scope, pricing and next steps.
Work within the agreed referral terms.
Confirm applicable terms and agreed administration.
Attribution, eligibility, timing and any payment conditions.
Select a stage to explore the onboarding approach.
Confirm the organisation operates a relevant fleet and has a clear issue to discuss.
Confirm the organisation operates a relevant fleet and has a clear issue to discuss.
Ask the contact what information may be shared and how they prefer to be contacted.
Share a short, relevant brief with the Fleetly team through the agreed route.
Keep further involvement and any commercial arrangement aligned with the agreed terms.
Use this checklist to prepare a useful introduction. You can start a conversation even if some items are still to be discussed.
A preparation aid, not partner approval. Selections stay in this page session.
Or email uk@intelexsystems.com.
No. Any referral payment depends on a separately agreed arrangement and its conditions.
A referral role focuses on a relevant introduction. Installation or ongoing service responsibilities would require a different or additional agreement.
Discuss opportunity eligibility and attribution before assuming a referral arrangement applies.
Share the agreed contact details, company, fleet context and the problem to solve. Do not send sensitive records or credentials.
Programme participation, product access, branding permissions, commercial arrangements and service responsibilities are confirmed for each relationship. These pages do not establish a partner appointment or guarantee commercial outcomes.