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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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Editor's Picks

MDF Event: A Working Playbook for Partner Pipeline

What is an MDF event? Short answer: An MDF event is a partner-funded or jointly funded field marketing motion where market development funds underwrite a customer-facing activity (executive dinner, regional workshop, conference booth, or industry breakfast) with a named pipeline target and a sourced and influenced reporting back to the funding partner. It is not […]

Nearbound Marketing: What It Is and How It Works

Demand generation that runs through partners by borrowing their trust, measured as pipeline.

MDF Programs That Generate Real Pipeline (Not Just Activity)

Short answer: most MDF (Market Development Funds) programs in B2B SaaS waste 50 to 70 percent of their budget. The cause is structural, not size. MDF gets framed too narrowly as marketing money. It then goes to partners who will not run the activity that drives pipeline. The fix is a defensible MDF program that […]

A partnerships leader and a RevOps manager at a wall monitor reviewing a co-sell scorecard across many partners, a printed standard co-sell motion and a partner tiering chart on the table, deep navy and warm amber palette

How to Scale Co-Selling Without Losing the Motion

What does scaling co-selling mean? Short answer: How to scale co-selling means turning a motion that works with a few partners into one that works across many, by standardizing the play, tiering the partners, and instrumenting the pipeline. It is the shift from co-selling that depends on a few strong relationships to co-selling that runs […]

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A SaaS partnerships leader and a co-sell advisor evaluating options at a table, a printed checklist of co-sell solution criteria and a partner account list between them, deep navy and warm amber palette

Co-Selling Solutions for SaaS Companies: How to Choose

What are co-selling solutions for SaaS companies? Short answer: Co-selling solutions for SaaS companies are the services, frameworks, and software that help a software business sell jointly with its partners, spanning advisory help that designs the motion, frameworks that make it repeatable, and tooling that makes partner deals visible in the CRM. They are not […]

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A RevOps admin and a partner manager configuring a co-sell pipeline in HubSpot on a shared monitor, a printed field map and deal-stage list on the desk, deep navy and warm amber palette

Set Up HubSpot for Co-Sell: A Working Configuration

What does it take to set up HubSpot for co-sell? Short answer: To set up HubSpot for co-sell means configuring the CRM so partner involvement in a deal is captured, attributable, and actionable, through partner fields, a clear deal stage for co-sell, and routing that loops the right partner in. It is less about new […]

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An ecosystem team reviewing a printed co-sell framework on a whiteboard, mapping deal stages and partner roles, a shared account plan on the table, deep navy and warm amber palette

Co-Sell Frameworks for Ecosystem Teams: What to Trust

What are co-sell frameworks for ecosystem teams? Short answer: Co-sell frameworks for ecosystem teams are documented, repeatable models that define how partners and a vendor sell together, covering who owns the customer, how deals are registered and tracked, and what each side does at every stage. A trustworthy one is judged not by how polished […]

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A partnerships leader and a sales director diagnosing a stalled co-sell program at a wall monitor showing a flat partner-pipeline chart, a printed motion map on the table, deep navy and warm amber palette

Why Co-Sell Fails: The Structural Reasons It Stalls

What is meant by why co-sell fails? Short answer: Why co-sell fails is a question about structure more than effort, because most co-sell programs stall on design flaws, no defined motion, no clear ownership, no attribution, rather than on people not trying hard enough. It points to the systemic reasons a joint-selling program produces meetings […]

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Two sellers from partnering companies in a tense moment over a shared deal, one checking a phone while a customer waits, an account list and an unread handoff note on the table, deep navy and warm amber palette

Why Does Co-Selling Fail? The Human Reasons It Breaks

What does why does co-selling fail mean? Short answer: Why does co-selling fail is, at the level reps actually experience, a question about the human moments between two sellers, the slow handoff, the unbuilt trust, the credit that never gets shared, where joint deals quietly break even when the program looks well-designed on paper. It […]

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A co-sell consultant walking a partnerships leader and a sales director through a co-sell motion map on a wall monitor, a printed deal-flow diagram on the table, deep navy and warm amber palette

Co-Sell Consulting: What It Is and When You Need It

What is co-sell consulting? Short answer: Co-sell consulting is outside help that designs, builds, or fixes a company’s co-sell motion, the defined way partners and reps sell together. It covers the motion design, the attribution, the enablement, and the partner-by-partner playbooks that make joint selling produce revenue rather than meetings. Companies bring in co-sell consulting […]

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Two account executives from different companies running a joint co-sell call with a shared customer, a printed account plan and a laptop showing a deal map on the table, deep navy and warm amber palette

Co-Sell Examples: Motions That Produce Revenue

What are co-sell examples? Short answer: Co-sell examples are concrete illustrations of partners and reps selling together, showing who fronts the customer, how the deal runs, and how credit is shared. They turn the abstract idea of joint selling into specific motions a team can recognize and copy. People talk about co-sell as if it […]

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A co-sell manager running a weekly partner deal review with two reps at a conference table, a wall monitor showing a co-sell pipeline board and a printed deal list in hand, deep navy and warm amber palette

Co-Sell Management: Running the Motion to Produce

What is co-sell management? Short answer: Co-sell management is the ongoing operating work that keeps a joint-selling motion producing, running the deal reviews, maintaining attribution, coordinating partners and reps, and unsticking deals. It is the difference between a co-sell program that was launched and one that keeps running. A co-sell motion is not a thing […]

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A partnerships leader and a sales director drafting a co-sell plan at a whiteboard listing target accounts, owners, and a deal motion, a printed account map on the table, deep navy and warm amber palette

Co-Sell Plan: Building a Motion Reps Execute

What is a co-sell plan? Short answer: A co-sell plan is the document that defines how a company will sell with a specific partner, the target accounts, the deal motion, the owners, and the credit rules. It turns a vague intention to partner into a concrete operating plan that reps can run against. A co-sell […]

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A founder and a head of partnerships at a whiteboard sketching a first partner program, the board showing one partner type, what a partner does and earns, and a first cohort list, a printed recruiting shortlist on the table, deep navy and warm amber palette

How to Start a Partner Program: A Practical Guide

What is a partner program? Short answer: How to start a partner program comes down to four moves: pick the one partner type that fits your motion, define what a partner does and earns, recruit a small first cohort, and instrument the program so you can see what it produces. It is a deliberate build […]

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