Skip to content
Guides
Guide

How to set up your B2B ID so clients actually send requests

A B2B ID is only as useful as what’s on it. Find, Recommend Me and partner introductions all read the same fields, so a vague B2B ID gets vague results. This guide walks through each part and what ‘complete’ means for an agency.

Name your services the way buyers ask for them

List the services you actually sell, not a category. ‘Klaviyo lifecycle retainers for DTC brands’ matches more requests than ‘email marketing’. If you sell in a particular shape — sprints, retainers, project builds — say so.

Three to six well-named services beat a list of twenty. The ones you want more of go first.

Attach proof to each service

A case study attached to a service is proof; a logo wall is decoration. For each service, add at least one piece of work with the outcome stated plainly.

Ask past clients and partners with a B2B ID to recommend you. Recommendations from verified B2B IDs are visible with the relationship attached, which is what makes them credible.

Set the partner models you accept

White-label, delivery partner, referral partner, overflow — tick the ones you genuinely want. Agencies searching Find filter by these, and Request Partnership is only sent to agencies that accept the model.

If you don’t want white-label work, leave it off. An accurate B2B ID gets fewer, better requests.

Keep availability honest

Availability is a filter. If you can start next month, say next month. Requests arrive when you can take them, and partners stop introducing clients you’d have to turn away.

Choose which requests you accept

Request Introduction, Quote, Partnership and Meeting can each be turned on or off. Most agencies accept all four; if you only sell through discovery calls, keep Quote off and Meeting on.

Put the link where people already are

Your B2B ID has a link. Add it to your email signature, proposals, website and bios. Everywhere a prospect would hit ‘contact us’, they can now verify you and send a structured request.

Put this into practice on your own B2B ID.

Create Your B2B ID & Start Getting Clients

Frequently asked

The clients you want are looking for proof, not promises.

Give them a verified B2B ID they can act on.

Takes a few minutes. Your B2B ID works across every B2B.ID network.