Freelancer workspace

Track referrals, payouts, rank, and everything tied to your OuroDocs earnings.

Freelancers · Resources

Outreach resources and reference material.

This page is your hub for program-approved messaging, reference guides, and light training material. The goal is to give you enough structure to feel confident representing OuroDocs, while leaving room for your own style and audience.

← Back to dashboard Contact support

How to use these resources

Resources on this page are meant to keep messaging consistent and make it easier to explain what OuroDocs does. You can use them as a starting point, adapt them to your channels, and layer your own experience on top.

• Start with the overview and positioning guide.
• Use suggested scripts as a baseline, then adjust tone.
• Keep examples accurate to how the product actually works.
• If you're unsure about a claim or pitch angle, check with support before using it broadly.

As the program matures, additional material (PDFs, one-pagers, and playbooks) can be linked or embedded here without changing the overall layout.

Keeping messaging aligned

A few principles help keep outreach consistent and low-friction for everyone:

• Be clear and straightforward about what OuroDocs does.
• Avoid promising features or timelines that aren't firm.
• Don't use aggressive or pressured sales tactics.
• If a prospect has detailed technical questions, loop in the core team instead of guessing.

When in doubt, you can always share a simple summary and then invite the prospect to a direct conversation with the OuroDocs team.

Resource categories

Product overview

A concise way to describe OuroDocs to busy teams who handle a lot of documents.

• What OuroDocs does in one paragraph.
• Who it's ideal for.
• A few realistic example use cases.

As official one-pagers and PDFs are finalized, links to them can be added in this card for quick access.

Outreach scripts

Sample language for first messages, follow-ups, and light-touch check-ins with prospects.

• Short intro for email or LinkedIn.
• Follow-up if someone shows interest.
• Simple check-in after a trial period.

You can adapt these scripts to your own voice. The intent is to keep them calm, professional, and easy to read.

Program reference

A quick view of how the freelancer program is structured so you can answer basic questions confidently.

• High-level explanation of commissions.
• Key points about rank tiers.
• What happens after a client signs up.

For detailed numbers and legal language, Rank & benefits and your formal program documents are the source of truth.

Example intro message (email / DM)

This is a simple template you can adapt. Replace the bracketed parts with your own details and the prospect's context.

Hi [Name],

I work with OuroDocs, a service that helps teams turn messy document workflows into clean, structured data without building a whole internal system from scratch.

Based on what you're doing with [their context], it might be useful for automating parts of your intake or reporting process. If you're open to it, I can connect you with the team for a quick walkthrough.

No pressure either way—happy to share a short overview if that's easier.

Best,

[Your name]

Example follow-up after interest

A light follow-up if someone has shown interest but hasn't taken the next step yet.

Hi [Name],

Just circling back on OuroDocs. If it's still relevant, I can help you get a short intro call scheduled so you can see how it fits with your current workflows.

If now's not the right time, no problem—it's easy to revisit later. I just didn't want to leave your interest hanging without a clear next step.

Best,

[Your name]

If you're planning a larger campaign, or you're unsure whether a particular pitch is accurate, contact Support before sending it broadly. Include a short description of your idea, and we can help make sure it matches how OuroDocs is actually operating.