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Forecastable Blog

Forecastable's Education Center -- The best advice on building partner programs that produce forecastable revenue.

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A partner manager and an account executive reviewing a co-sell deal on a monitor, counting how many contacts on each side are engaged and flagging a single-threaded deal, deep navy and warm amber palette

Partner Multithreading Tracking in Co-Sell Deals

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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Editor's Picks

B2B Partner Marketing Strategy: To, Through, With

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 […]

Channel Partner Marketing Plan: Build the Template

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 […]

Channel Partner Marketing Strategy: Fund the Motion

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. […]

An ISV partnerships manager and an AWS partner development rep reviewing co-sell opportunities on a laptop, a printed opportunity-sharing pipeline and account list on the table, deep navy and warm amber palette

AWS ACE Program: How Co-Selling With AWS Works

What is the AWS ACE program? Short answer: The AWS ACE program, short for APN Customer Engagements, is the mechanism AWS partners use to share opportunities with AWS and co-sell deals together, submitting deals into AWS through the ACE pipeline so AWS sellers can collaborate on them. It is the connective tissue of the AWS […]

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Two colleagues analyze a project on a large desktop monitor in a modern office.

HubSpot Deal Stages Co-Sell: How to Set Them Up

What is a HubSpot deal stages co-sell setup? Short answer: A HubSpot deal stages co-sell setup is the way you configure your pipeline so a deal worked with a partner is tracked as one, from the stage where the partner enters to the credit captured at close. It uses your existing pipeline plus a few […]

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Three professionals in a meeting room discuss near whiteboards with plans and checklists.

Close Plan vs Mutual Action Plan: The Difference

What is the difference: close plan vs mutual action plan? Short answer: The difference in close plan vs mutual action plan is scope: a mutual action plan maps the whole pursuit from evaluation to a decision, while a close plan maps the final segment of dated steps that get an agreed deal to signature. They […]

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A seller and a buyer filling in a mutual action plan template on a shared screen, a structured grid of milestones, owners, and dates partly completed, a partner rep pointing at an empty row, deep navy and warm amber palette

Mutual Action Plan Template: Structure and Example

What is a mutual action plan template? Short answer: A mutual action plan template is a reusable structure, a set of fields for milestones, owners, dates, and dependencies, that a buyer and seller fill in to produce the joint roadmap for a specific deal, so they are not designing the format from scratch each time. […]

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A vendor seller and a buyer building a mutual action plan on a shared screen, a dated list of joint milestones from evaluation to go-live with owners on both sides, a partner rep adding a step, deep navy and warm amber palette

Mutual Action Plan: What It Is and How to Build One

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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A vendor AE, a partner rep, and a buyer reviewing a mutual close plan around a table, a shared dated list of steps to signature with owners from all three sides marked, a printed timeline visible, deep navy and warm amber palette

Mutual Close Plan: What It Is and How to Run One

What is a mutual close plan? Short answer: A mutual close plan is the dated sequence of steps to signature that the buyer and the seller agree and own together, rather than a plan the seller writes alone, naming each step, its owner on either side, and its due date. The word mutual is the […]

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Two revenue executives reviewing a partner co-sell pipeline report together in a glass-walled office

Why Co-Sell Programs Fail (and How to Fix Yours)

Co-sell programs fail when they are run as relationship work instead of a sales motion. The five patterns I see most, and the one play to fix yours this week.

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A partner manager and an account executive reviewing a co-sell plan on a tablet at a modern desk

What Is Co-Selling? A Definitive Guide for B2B SaaS

Co-selling is two reps working one deal and sharing the credit. What it is, how it differs from referrals and channel sales, and how to run a motion that produces.

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A partner manager and an account executive running account-based discovery on a shared account in a conference room, a printed target-account map with partner overlap notes on the table, deep navy and warm amber palette

Account-Based Discovery for Partner Teams

What is account-based discovery? Short answer: Account-based discovery is the practice of starting from a defined list of target accounts and working backward to find the partner relationships, signals, and entry points into each one, rather than starting from inbound leads and hoping the right accounts show up. It flips discovery from reactive to deliberate. […]

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Two professionals review charts and documents at a conference table as a presentation screen shows a business strategy slide on the wall.

Co-Sell Strategy: Building a Motion That Produces

What is a co-sell strategy? Short answer: A co-sell strategy is the set of decisions about which partners you sell with, which accounts you go after together, and how the joint motion runs. It chooses where co-sell effort goes so the company produces partner pipeline by design rather than by lucky overlap. It is not […]

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