Partner Toolkit
Sales Assets

Capture, Coach, Collaborate Overview

This is a high-level breakdown of XOi’s 3 core functions and how they deliver value in a single mobile app.

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End Customer Flyer

Commercial

Commercial-heavy contractors can use this to inform their customers of enhanced services and what they can expect from working with them moving forward.

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End Customer Flyer

Residential

Residential-heavy contractors can use this to inform their customers of enhanced services and what they can expect from working with them moving forward.

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Product Overview

Territory Managers can use this to explain to dealers what XOi is, what it does and could do for their businesses, and why their company (the distributor) invested in and recommends XOi.

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Full Circle Infographic

This outlines a commonly used preventive maintenance workflow in the XOi app and what goes on in each step. The second page shows the process for obtaining support on the job.

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Customer Marketplace

Here is where you can find all the tools you need to share with current and prospective customers to showcase what sets you apart and what they can expect from you as their provider.

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Warm Introduction Email Templates

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Savings Calculator

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Customer Testimonials

Customer Success Stories

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Videos

Animated Explainer

How XOi Fits in the Tech’s Journey

Use this 2-minute video to understand where XOi falls in technicians’ work day and processes and how it differs from existing field service software.

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Live Support Call

Commercial

Show how Vision Live works to remotely support technicians onsite via interactive video chat in a commercial setting.

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Live Support Call

Residential

Show how Vision Live works to remotely support technicians onsite via interactive video chat in a residential setting.

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Communications

Letter to Your Dealers

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Lunch & Learn Invitation

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Referral Landing Page

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Thought Leadership

CUSTOMER DIFFERENTIATOR/EXPERIENCE

Proof is in the Video

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CUSTOMER DIFFERENTIATOR/EXPERIENCE

WCE Press Release
WCE Elevates Customer Experience with Complete Transparency from XOi

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INCREASED ROI

4 Ways to Leverage XOi to Grow Sales

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CHANGE MANAGEMENT

Getting Skeptical Techs To Use New Technology

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INDUSTRY STUDIES

BuiltWorlds Industry Report

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XOi Brand Guide

XOi Logo Usage Guide & Downloads

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