Getting Started with cocorev

What You'll Accomplish

By the end of this guide, you'll have:

Your company profile and Ideal Customer Profile defined
Your cocorev account connected to HubSpot
Your first partner connection requested
The cocorev card visible on your HubSpot company records
AI-generated Ecosystem Signals (leads you can act on today)
Access to Ecosystem Playbooks that surface winnable deals

Step 1: Create Your Account

Go to app.cocorev.com/auth/sign-up

Enter:

Company name
Industry
Your name and email
Password

Click Create my account.

That's it. You're in.

Step 2: Complete the 6 Setup Steps

After signing up, you'll see the Get Started checklist. Complete all 5 steps to unlock the full power of cocorev.

Setup Step A: Complete Your Company Profile

Help partners understand who you are at a glance.

From the Get Started checklist, click Go to Settings
Find Company Overview
Add your company name and logo
Select your industry
Choose your headquarters location
Click Save Changes

This takes about 1 minute and improves your partner match quality.

Setup Step B: Define Your ICP

Your Ideal Customer Profile helps cocorev identify the best opportunities for you.

In Settings, scroll to Ideal Customer Profile (ICP)
Check the Target Industries that match your customers (e.g., Technology & Software)
Check the Target Company Sizes you sell to (e.g., Medium 51-200)
Save your changes

Be specific here. The tighter your ICP, the better your signals.

Setup Step C: Connect Your HubSpot Portal

This is what powers cocorev's intelligence. Connecting HubSpot lets us analyze your deals and surface ecosystem signals.

In Settings, find the HubSpot Portal section
Click to connect
Authorize cocorev in HubSpot (takes 30 seconds)
You'll see "Connected" status with your Portal ID

Concerned about security? Read: Is It Safe to Connect My HubSpot?

Don't Have Permission to Install Apps?

Installing HubSpot apps typically requires Super Admin access. If you can't complete this step, send this to your HubSpot admin:

Hi, I'm setting up cocorev to help us surface ecosystem intelligence on our deals. To complete the setup, I need the cocorev app installed from the HubSpot Marketplace. Could you install it or grant me App Marketplace Access? Here's the app: [link to cocorev in HubSpot Marketplace]

Setup Step D: Find and Invite Your First Partner

Now head to the Ecosystem section in the left navigation.

You have two options:

Option A: Find partners already on cocorev

Use the Add New Partner search box
Search for a company name
If they're in the cocorev network, click Request
They'll get a notification to connect with you

Option B: Invite a partner who isn't on cocorev yet

If your partner isn't in the network, you can invite them via email
They'll get an invitation to join and connect with you

Not sure who to connect with? Read: How to Choose Your First Partner

Setup Step E: Connect with a Partner to unlock the Ecosystem Playbooks

Once a partner accepts your request (or you accept theirs), you're connected.

Connected partners appear in your Current Partners list with a green "Connected" status.

When you have at least one connected partner, you unlock the full Ecosystem Playbooks and get even richer signals.

While You Wait, Get Your First Ecosystem Signals

You don't have to wait for a partner to accept before getting value. While your partner request is pending, go to Ecosystem Signals in the left navigation.

The AI agent will start working immediately. You'll see "AI Customer Generation in Progress" followed by "Just started..." and then "finito" when it's nearly done.

This takes 2-3 minutes. The AI is doing real work on your behalf:

Analyzing your ICP
Finding relevant partners in your ecosystem
Identifying companies with high intent signals
Scoring confidence levels

When it's done, you'll see up to 10 signals with companies you can reach out to today.

Want to understand what you're looking at? Read: How to Interpret and Use Ecosystem Signals

Step 3: Add App Card to HubSpot Company Records

Before you start using the Playbooks, make sure the cocorev card is visible on your company records. This is where you'll see partner connections and recommended plays for each account.

Option A: From Connected Apps (Super Admins)

In HubSpot, click the Settings icon (gear) in the top navigation
In the left sidebar, go to Account Management > Integrations > Connected apps
Click cocorev
Click the App cards tab
On the cocorev card, click Manage locations
Select the checkbox for Companies
Click Save

Option B: From Record Customization

In HubSpot, click the Settings icon (gear) in the top navigation
In the left sidebar, go to Data Management > Objects > Companies
Click the Record Customization tab
Click Default view
In the right sidebar section, click Add card
Find the cocorev card and add it
Click Save and exit

Once added, you'll see the cocorev Partner Summary card on every company record.

For Sales Teams: Individual Reps May Need to Add the Card

If a rep has previously customized their HubSpot record layout, the cocorev card may not appear automatically. They'll need to add it to their personal view.

How reps add the card:

Open any company record in HubSpot
In the right sidebar, click Customize cards
Find the cocorev card and add it
Click Save

Message to send your team:

Hey team, we've set up cocorev to surface ecosystem intelligence directly in HubSpot. You should see a new "cocorev Partner Summary" card in the right sidebar of company records.

If you don't see it, you'll need to add it manually: open any company record, click "Customize cards" in the right sidebar, add the cocorev card, and hit Save.

This card shows you which accounts have partner connections and what play to run. Check it before your next call.

Step 4: Start Using Ecosystem Playbooks

Go to Home to see your four Ecosystem Playbooks:

Upsells & Expansion Unlock revenue by expanding into new teams, departments, or geographies within your existing accounts.

Accelerate Opportunities Leverage your partner's knowledge and relationships to speed up the sales cycle.

Generate Opportunities Prioritize high-intent leads who've demonstrated buying behavior with your partner's solutions.

Build Partnerships Strengthen your partnership through proactive support of their expansion and opportunity generation efforts.

Click View customers on any playbook to see which accounts have ecosystem signals you can act on.

New to ecosystem selling? Start with Ecosystem Selling, What Works (And What Doesn't)
Ready to go deeper? Read: Understanding the Four Ecosystem Plays

What's Next?

You're set up. Here's how to get value fast:

Go through your Qualified Leads from Ecosystem Signals
Add any that are interesting to your HubSpot Portal
Act on (or get your team to act on) high-priority signals by reaching out with context (cocorev tells you why a lead is worth pursuing)
Build your ecosystem and start working on Ecosystem opportunities (cocoOpps)