Forecastable's Education Center -- The best advice on building partner programs that produce forecastable revenue.
What is partner multithreading? Short answer: Partner multithreading is having more than one real relationship engaged on both sides of a co-sell deal, on your side, the partner’s side, and inside the customer. Tracking it means counting those threads on each deal so you can see which co-sells rest on a single person. It matters […]
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What a B2B partner marketing strategy is Short answer: A B2B partner marketing strategy is the plan for how you market to partners, through partners, and with partners, so partner relationships turn into pipeline rather than logos on a slide. It works when each of those three audiences has its own goal and the whole […]
What a channel partner marketing plan is Short answer: A channel partner marketing plan is the written, one-page artifact that says what you and a partner will do together this quarter to source pipeline, who owns each part, and how you will measure it. It turns a marketing strategy into a specific set of commitments […]
What a channel partner marketing strategy is Short answer: A channel partner marketing strategy is the plan for generating demand through your partners, using co-marketing, funding, and partner-ready assets to produce pipeline in their markets. It is a through-channel motion you design and fund, not a one-off co-branded webinar you run when someone remembers to. […]
What is co-sell enablement? Short answer: Co-sell enablement is the asset and training layer that equips a partner’s sellers to carry a joint pitch into a customer conversation. It is the difference between a partner who can name your product and a partner-side AE who can actually position the joint solution in a live deal. […]
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What is co-sell in financial services? Short answer: Co-sell in financial services is the joint selling motion run into banks, insurers, and asset managers, where vendor risk reviews, procurement gates, and regulatory constraints shape every step. It works the same way co-sell works anywhere, but it has to clear a buyer environment that other sectors […]
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What are co-sell KPIs? Short answer: Co-sell KPIs are the small set of headline numbers a partnerships leader commits to and is reviewed against: producing-partner rate, partner-sourced pipeline, partner-influenced revenue, and joint-deal cycle time. They are the scorecard, not the instrument panel, and they exist to answer one question from finance: is co-sell worth the […]
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What are co-sell metrics? Short answer: Co-sell metrics are the full set of measurements that show whether a joint selling motion is healthy, spanning leading signals that predict outcomes and lagging signals that confirm them. They are the instrument panel for a co-sell program, the layer beneath the headline scorecard. Co-sell metrics and co-sell KPIs […]
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What is a co-sell motion? Short answer: A co-sell motion is the repeatable operating model two companies use to find, work, and win deals together. It is the structured how of selling with a partner, distinct from the relationship that makes a partnership exist, and it is what turns a signed agreement into shared revenue. […]
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What is a co-sell plan template? Short answer: A co-sell plan template is a reusable structure two companies fill in to define how they will find, work, and win deals together. It replaces the vague intent of a signed partnership with named accounts, named owners, and a cadence, so the partnership has an operating plan […]
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What is a co-sell platform? Short answer: A co-sell platform is the software two companies use to find shared accounts, register joint opportunities, and track the pipeline they build together. It connects two CRMs so that overlap, deal status, and attribution are visible to both sides without anyone exporting a spreadsheet. The phrase covers more […]
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What is a co-sell playbook? Short answer: A co-sell playbook is the repeatable structure two companies follow to take a joint deal from a shared account to a closed win. It defines the stages, the moves at each stage, and the owner of each move, so every joint deal runs the same way instead of […]
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What is a co-sell playbook for the economic buyer? Short answer: A co-sell playbook for the economic buyer is the structure two companies use to bring a joint deal to the person who controls the budget. It coordinates both sellers around one business case aimed at one decision-maker, so the budget holder hears a single […]
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What is a co-sell playbook template? Short answer: A co-sell playbook template is a reusable document structure two companies fill in to run joint deals the same way every time. It standardizes the sections of a co-sell playbook, so the fifth partner playbook is a configuration exercise rather than a blank page. A template is […]
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