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Back to all blogs
  • Co-Selling
Alex Buckles

How to Get AEs to Co-Sell: A 2026 Field Guide

A partner manager and an account executive standing at a wall monitor walking through three target accounts side by side, with a printed co-sell deal card visible on the table between them, deep navy and warm amber palette

What does it take to get AEs to co-sell?

Short answer: How to get aes to co-sell is to make co-sell the easiest path to their next deal: pick three named accounts per AE, run a thirty-minute weekly deal review, ship a one-page joint value prop the AE can read in two minutes, and confirm the comp plan pays out on co-sourced and co-influenced revenue. It is not a training problem; it is a friction and incentive problem.

AEs are rational. They will co-sell when the partner-routed motion produces meetings, pipeline, and commission faster than their direct outbound. They will not co-sell when partner activity feels like a tax on top of quota.

Why getting AEs to co-sell matters in 2026

AE attention is the scarcest resource in the partner program. Three forces have made it scarcer in 2026: quota inflation, smaller teams after the 2024 to 2025 reductions in force, and tighter forecast scrutiny from finance. An AE who is two deals short on a Friday will not run a partner-sourced motion they have not seen work.

Partner-sourced and influenced pipeline is also a board-level metric now. The CRO defends the number quarterly, and the number only moves when AEs are actually working partner-routed accounts. A team where the partner manager carries every co-sell deal alone is a team where the joint number plateaus and the budget conversation gets harder.

The lever is small but specific. Three accounts per AE, a weekly thirty-minute room, and a comp plan that pays.

How to get AEs to co-sell, step by step

The motion that works in the field runs on four habits. Each one removes a specific reason an AE walks away from co-sell.

Framework diagram: Name three accounts per AE, in writing | Run a weekly thirty-minute co-sell deal review | Ship a one-page joint value prop the AE can read in two minutes | Align the comp plan on co-sourced and co-influenced revenue
  1. Name three accounts per AE, in writing: Pick three target accounts where the partner has signal (overlap, an active customer, a named champion) and the AE has an open opportunity or a credible reason to open one. Three is the number that fits in an AE’s working memory; ten is the number that fits in nobody’s.
  2. Run a weekly thirty-minute co-sell deal review: Same time, same room, the partner manager and the AE owners from both sides. Walk the three accounts each. Name the next action. Note any account that has not moved in two weeks. The cadence is the motion.
  3. Ship a one-page joint value prop the AE can read in two minutes: Headline, the two specific buyer problems the partnership solves, the one proof point per problem, and the joint discovery question the AE should ask first. If the AE cannot read it in two minutes, the AE will not use it.
  4. Align the comp plan on co-sourced and co-influenced revenue: Confirm with revenue operations that co-sourced deals pay full commission and co-influenced deals carry a smaller but real accelerator. AEs read the comp plan more carefully than any partner enablement deck.

Common pitfalls that kill AE adoption

  • Asking the AE to work twenty accounts at once: A long target list signals to the AE that nothing is actually expected. Three named accounts beat twenty every time.
  • A partner manager who runs every meeting alone: When the partner manager carries the call, the AE never owns the relationship and never builds the muscle. The AE has to be in the room with the partner from week one.
  • A joint value prop written for the partner’s marketing team: If the asset reads like a co-branded landing page, the AE will not open it. It has to read like the talk track the AE would use in a discovery call.
  • A comp plan that pays only on partner-sourced and ignores influenced: Most large co-sell wins are influenced, not sourced. A comp plan that drops influenced revenue tells the AE that the work does not count.
  • Skipping the deal review when the calendar fills up: The cadence is the program. Cancel it twice and the AE concludes co-sell is optional. It is not.

What this looks like in practice

A mid-market B2B SaaS team with eight AEs picked three target accounts per AE off a Crossbeam overlap report with a top hyperscaler partner. The partner manager set a Wednesday 9:30 thirty-minute room. Revenue operations confirmed co-influenced paid a fifteen percent accelerator. Within six weeks, sixteen of twenty-four named accounts had a partner-sourced meeting on the calendar; within one quarter, the team booked four co-sourced deals against a starting baseline of zero.

Forecastable’s POV on AE co-sell adoption

AE co-sell adoption is an operating problem, not a culture problem. The teams that win do four things mechanically: they shrink the target list, they install a cadence, they ship a one-page asset, and they fix the comp plan. The teams that struggle keep adding training, town halls, and dashboards on top of the underlying friction.

The forecast follows the motion. When three accounts per AE are in a weekly room with a partner counterpart, the partner-sourced and influenced pipeline number moves on a predictable curve, and finance starts trusting the rollup. Without the cadence, the number is partner-self-reported and the budget conversation gets harder every quarter.

The honest read is that most partner programs do not fail because the partners are wrong. They fail because the AEs were never given a small, named, weekly motion to run. Get the motion right and AE behavior follows.

Forecastable is a partnerships operating platform; the tools named above are independent third-party platforms, and naming them is not an endorsement of any specific deployment over another. Evaluate each on your own motion.

Frequently asked questions

How many accounts should each AE work in a co-sell motion? Three named accounts per AE per quarter is the working ceiling. Ten or more dilutes attention; fewer than three leaves no margin for an account that stalls.

Should the partner manager attend every AE meeting? Yes for the first three meetings on each account, then no. The partner manager’s job is to set the rails, not to carry the deal forever.

What if our comp plan does not pay on influenced revenue? Fix that first. Co-sell adoption will not happen at scale until the comp plan recognizes co-influenced wins. A fifteen to twenty percent accelerator is a defensible starting point.

How long does the weekly co-sell deal review need to be? Thirty minutes. Sixty becomes a status meeting and gets cancelled. Thirty stays sharp and survives the calendar.

Do we need a PRM to run AE co-sell? Not at the start. A spreadsheet, a Slack channel, and a recurring meeting will run a co-sell motion for a quarter. Bring in a PRM (Introw, Euler, Impartner, PartnerStack, Channelscaler) when the motion is repeatable and you need workflow, deal registration, and partner workspace.

Next step

If AE co-sell adoption is the next thing to fix in your program, the move is to name three accounts per AE, install the weekly thirty-minute room, and audit the comp plan in the same week. The cadence is what changes the curve.

Start your growth journey now to walk through what a working co-sell motion looks like in your specific environment, or read the orientation on co-sell for the broader operating

Uncover Your Growth Potential

Whether starting with a single sales team or a single partner, any co-sell motion can be live within 30 days.

Schedule a Discovery Call
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What is a mutual action plan? Short answer: A mutual action plan is the joint, dated roadmap that a buyer and a seller agree to follow to move a deal from evaluation to a decision and beyond, listing the milestones, the owner on each side, and the dates, across the whole pursuit rather than only […]

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Mollie Bodensteiner

Revops Advisory
  Mollie Bodensteiner is an experienced operations professional with a demonstrated track record of utilizing technology to support operational processes that drive performance and innovation. She currently is the Vice President of Operations at Sound and owns go-to-market agency, MB Solutions. Mollie has previously held operations leadership roles at Deel, Syncari, Corteva and Marketo. She has over 14 years of experience in both B2C and B2B operations and technology. When she is not working, Mollie enjoys spending time with her husband, three small children, and two large dogs. Childhood Career/Dream: Growing up in the age of Disney and Nick@Nite I always wanted to be a child actor (good thing that never was actually pursued 🙂 Favorite Win: I am not sure I have a specific “win” but I think I get the most joy and excitement from coaching others and watching them hit major milestones in their career. The first time you get to promote someone on your team or watch them lead a major project – are always career highlights! Personal Fun Facts: Favorite Song: If it’s love, Train Favorite Movie: Good Will Hunting Favorite Meme: Disaster Girl
Forecastable resources: Co-Sell Orchestration Platform · All Use Cases · Live in 30 Days · Co-Sell Playbook

Kelsey Buckles

Director of Operations

 

My journey from Education to Operations has equipped me with a unique perspective and skill set that perfectly aligns with Forecastable’s mission to help businesses improve sales collaboration through partner co-selling strategies.

At Forecastable, I am passionate about empowering teams and organizations to unlock the full potential of strategic partnerships. By leveraging my expertise in communication, leadership, and operational efficiency, I contribute to creating seamless co-selling processes that align with business goals and deliver exceptional results.

The intersection of my educational foundation and operational experience fuels my dedication to fostering alignment, building trust, and enhancing collaboration between partners. I am driven by the opportunity to contribute to a platform that not only optimizes sales strategies but also strengthens relationships that lead to long-term growth.

Paul Jonhson

Chief Technology Officer (Co-founder)

 

Paul Johnson has 20+ years of software development and consulting experience for a variety of organizations, ranging from startups to large-enterprise organization with highly-complex needs.

Mr. Johnson has a long track record of successful technology deployments.
This, combined with his deep passion for machine learning and exceptional user experience design, allows him to lead our technical direction from the front with confidence.

Alex Buckles

Product, Partnerships, and Value Engineering (Co-founder)

 

After serving in The United States Marine Corps, Alex Buckles spent the next two decades as a student of revenue production and an advocate for innovation.

Along the way, he has helped numerous companies achieve double and triple-digit growth by crafting and executing high-performing go-to-market strategies, with co-selling at the center of each.

As a once-advanced technical marketer, an expert sales & partner professional, and a strong customer success advocate, Mr. Buckles understands the impact of these functions aligning not only on revenue production, but on the day-to-day execution of the go-to-market strategy. This concept of revenue-team alignment is what quickly became the foundation of Forecastable back in January of 2018.

In his free time, you’ll find him spending quality time with his children, one of whom is on the autism spectrum. 1 in 36 children in the U.S. are on the spectrum and boys are four times more likely to be diagnosed than girls.

With that in mind, Mr. Buckles plans on dedicating the rest of his life serving those living with autism, through his organization Pathways for Autism. From his perspective, there must be a scalable and financially self-sustaining infrastructure established to put as many individuals with autism as possible on a path towards complete independence as adults.