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 a partner sales process? Short answer: A partner sales process is the defined, repeatable set of stages a partner-involved deal moves through, from the first signal to the close, with an owner and an exit criterion named at each stage. It exists so that partner deals advance on a known set of gates […]
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What are the questions to ask partner about prospect? Short answer: The questions to ask partner about prospect deals are the structured set that surfaces what the partner actually knows, the relationship, the buying context, the politics, before you walk into a deal blind. They convert a warm introduction into usable intelligence, which is why […]
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What is a partner mutual action plan? Short answer: A partner mutual action plan is a shared, dated document that lays out every step, owner, and decision needed to move a co-sell deal from agreement to closed, signed jointly by the vendor, the partner, and the customer. It replaces three private to-do lists with one […]
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What is a partner sales motion? Short answer: A partner sales motion is the repeatable, defined way a company works and closes deals that involve a partner, from the first joint signal through to the close and the credit. It specifies who does what at each stage, so partner deals run on a known process […]
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What is partner sales operations? Short answer: Partner sales operations is the systems, data, and process layer that makes a partner program actually run, deal registration, attribution, pipeline reporting, and the workflows that connect partners to the company’s sales process. It is the operational engine beneath co-sell, turning partnership strategy into a machine that records, […]
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What are partner deal stages? Short answer: Partner deal stages is the structured set of pipeline stages a co-sell deal moves through, with exit criteria at each stage that name both the host-side and the partner-side moves required to advance. It exists because the direct-sale stage map does not capture the partner-side work that makes […]
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What is a partner discovery call? Short answer: A partner discovery call is the first thirty-to-sixty minute working session between a host partnerships team and a partner-side counterpart to determine whether a joint go-to-market motion is operationally viable, with a named joint customer use case, named overlap accounts, and a defined next move at the […]
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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 […]
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What does adoption of a co-sell playbook look like? Short answer: How to get co-sell playbook adopted is to shrink the asset to one page, attach it to the weekly co-sell deal review, confirm the comp plan rewards the motion it describes, and audit usage on every deal in the room. A playbook lives or […]
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What does it take to start co-selling? Short answer: How to start co-selling is to pick one partner, agree on the joint number with that partner’s senior leader, name three accounts per AE on each side, ship a one-page joint value prop, and book a weekly thirty-minute deal review on both calendars before the kickoff […]
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