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The best advice on building partner programs that produce forecastable revenue.

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A partnerships leader presenting a partner pipeline for the CFO on a wall monitor showing sourced versus influenced revenue with conversion rates, the finance chief reviewing a printed attribution summary across the table, deep navy and warm amber palette

Partner Pipeline for the CFO: Making It Real

What is partner pipeline for the CFO? Short answer: Partner pipeline for the CFO is the view of partner-influenced and partner-sourced revenue translated into the language a finance leader uses to make budget decisions, conversion rates, attribution clarity, and a defensible return on the program’s cost. It is the difference between a partnerships team that […]

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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 walking a small team through a partner mindshare strategy on a wall monitor showing a per-partner attention plan with cadence dates, a printed target-partner list on the table, deep navy and warm amber palette

Partner Mindshare Strategy: Earning Seller Attention

What is a partner mindshare strategy? Short answer: A partner mindshare strategy is the deliberate plan a program uses to decide whose attention is worth winning, what trigger will make those partners think of you first, and what cadence keeps you near the top of their list. It turns the vague goal of “be top […]

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A partner manager and a reseller account executive at a whiteboard ranking which vendor gets the first call on a new deal, a partner mindshare scoreboard with three competing logos taped beside them, deep navy and warm amber palette

Partner Mindshare: Why Partners Choose to Sell You

What is partner mindshare? Short answer: Partner mindshare is the share of a partner seller’s attention and intent that your product owns at the moment a deal appears, measured by how often they reach for you first instead of a competitor. It is the difference between a partner who has signed your agreement and a […]

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A vendor partner manager and a partner account executive sitting with a customer sponsor, walking through a printed partner mutual action plan with dated milestones and owner initials on a shared table, deep navy and warm amber palette

Partner Mutual Action Plan: The Shared Close Map

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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A fractional partner operations specialist screen-sharing a partner pipeline hygiene report with an in-house partnerships lead at a desk, a printed partner ops scope-of-work between them, deep navy and warm amber palette

Partner Ops as a Service: When to Outsource It

What is partner ops as a service? Short answer: Partner ops as a service is an arrangement where an external team runs the operational backbone of a partner program, the data hygiene, deal-registration administration, reporting, and process design, so the in-house partnerships team can spend its time on relationships and revenue. It is the operational […]

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A partner manager and a sales rep reviewing a partner overlap map on a wall monitor showing shared and net-new accounts highlighted between two company logos, a printed shared-account list on the table, deep navy and warm amber palette

Partner Overlap: Finding the Accounts You Share

What is partner overlap? Short answer: Partner overlap is the set of accounts that both you and a partner are working, have closed, or are prospecting at the same time, surfaced by comparing the two companies’ account lists. It is the raw material of co-sell, because the accounts you share are the ones where a […]

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A revenue operations analyst walking a partnerships leader through a partner pipeline forecast on a wall monitor showing stage-by-stage conversion rates and a weighted projection, a printed partner deal list on the desk, deep navy and warm amber palette

Partner Pipeline Forecasting: A Practical Model

What is partner pipeline forecasting? Short answer: Partner pipeline forecasting is the practice of predicting how much partner-sourced and partner-influenced revenue will close in a future period, using stage conversion rates, deal age, and partner-specific signals rather than a partner manager’s gut feel. It turns the partner pipeline from a hopeful list into a number […]

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A partner manager and a sales operations lead mapping partner pipeline stages on a wall monitor with exit criteria listed under each stage, a printed stage definition sheet on the table between them, deep navy and warm amber palette

Partner Pipeline Stages: A Model That Holds

What are partner pipeline stages? Short answer: Partner pipeline stages are the defined steps a partner-sourced or co-sell deal moves through from first identification to closed, each with explicit exit criteria that say what must be true before the deal advances. They give two selling organizations a shared definition of progress, so a deal’s stage […]

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Two professionals discuss a flowchart on a large wall-mounted screen in a conference room, pointing with pens at sticky-note diagrams.

Partner Playbook Template: What Actually Works

What is a partner playbook template? Short answer: A partner playbook template is a reusable structure that turns a partnership into a concrete, repeatable plan, naming the target accounts, the plays, the owners, and the metrics that will produce joint revenue. It is the difference between a partnership that runs on a documented motion and […]

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A partnerships leader and a finance partner reviewing a partner pricing tiers ladder on a wall monitor showing margin bands by tier, a printed tier-and-margin table on the desk between them, deep navy and warm amber palette

Partner Pricing Tiers: How to Structure Them

What are partner pricing tiers? Short answer: Partner pricing tiers are the structured levels that define the margin, discount, and benefits a partner earns based on their commitment or performance, so a partner who produces more receives more. They are the economic engine of a partner program, the mechanism that rewards the partners who sell […]

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A partnerships leader and an RevOps analyst ranking partners on a wall monitor showing a scored partner prioritization framework with tier bands, a printed partner roster with weighted scores on the table, deep navy and warm amber palette

Partner Prioritization Framework: Ranking Partners

What is a partner prioritization framework? Short answer: A partner prioritization framework is the scoring model a program uses to decide which partners deserve its finite time, money, and co-sell attention. It replaces gut feel and loudest-voice-wins with a repeatable rank, so the team invests where return is most likely instead of spreading effort evenly […]

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An account executive and a partner rep sitting on the same side of the table in front of a customer during a partner-assisted selling meeting, a shared account plan and printed proposal between them, deep navy and warm amber palette

Partner-Assisted Selling: How It Actually Works

What is partner-assisted selling? Short answer: Partner-assisted selling is a motion in which a partner actively helps your own seller win a deal, contributing trust, technical credibility, customer access, or a complementary product, rather than simply handing over a lead and stepping back. It sits between a pure referral, where the partner passes a name, […]

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