Forecastable's Education Center -- The best advice on building partner programs that produce forecastable revenue.
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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What is channel marketing? Short answer: Channel marketing is the practice of generating demand through your partners rather than only through your own direct team. It equips resellers, agencies, and technology partners to market your product to their audiences, and it measures the pipeline that motion produces. Done right, it turns partners into a demand […]
What is partner marketing? Short answer: Partner marketing is marketing done with and through your partners to reach audiences you could not reach alone. It spans co-branded campaigns, joint content, referral and affiliate motions, and technology-partner integrations, all aimed at borrowing a partner’s trust and reach. The goal is pipeline that comes recommended, not cold. […]
What is channel marketing? Short answer: Channel marketing is marketing that generates demand through your partners rather than only through your own direct team. It equips resellers, agencies, and technology partners to promote your product to their audiences, and it measures the pipeline that motion returns. In short, it is marketing that reaches buyers through […]
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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What is a co-sell program? Short answer: Co-sell programs are the structured systems companies use to run joint selling across many partners at once. They are the layer above an individual co-sell motion, governing partner selection, the operating model, enablement, attribution, and review, so co-sell becomes a predictable revenue source rather than a set of […]
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What is co-sell reporting? Short answer: Co-sell reporting is the practice of measuring joint selling so finance can fund and forecast it. It captures what a co-sell motion sources, influences, and closes, in the same fields and with the same rigor as direct-sales reporting, so partner pipeline becomes a number a chief financial officer trusts. […]
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What are co-sell tools? Short answer: Co-sell tools are the software two companies use to find shared accounts, work joint deals, and report on the pipeline they build together. They span three distinct layers, ecosystem data, partner program operations, and marketplace co-sell operations, and most teams need a tool from more than one layer. The […]
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What is the difference between co-sell and co-marketing? Short answer: Co-sell vs co-marketing compares two partner motions that work at different stages of the same funnel. It is not a question of which to pick: co-marketing creates joint awareness and demand, co-sell works joint deals to a close, and a mature partnership runs both with […]
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