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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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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 […]

Two professionals sit at a wooden conference table reviewing documents together in a bright office.

How to Get a Co-Sell Playbook Adopted in 2026

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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A partner manager and an account executive at a desk reviewing a printed three-account overlap list, a one-page joint value prop, and a Wednesday deal review calendar invite between them, deep navy and warm amber palette

How to Start Co-Selling: A 2026 Field Guide

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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Two account executives from different companies running a co-sell deal review across a conference table with a printed shared account list and an overlap report on the wall monitor, deep navy and warm amber palette

Co-Sell Without Warm Relationships: Does It Work?

What is co-selling without warm relationships? Short answer: Co-sell without warm relationships is possible, and the teams that lean on personal chemistry alone tend to stall first. It works when the joint motion runs on shared mechanics, account overlap, a joint pitch, and a deal-review cadence, rather than on whether two partner managers happen to […]

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A partner manager at a desk drafting a co-sell outreach sequence on a laptop with a printed three-touch cadence beside the keyboard, deep navy and warm amber palette

Co-Sell Email Sequences That Get Partner Replies

What are co-sell email sequences? Short answer: Co-sell email sequences are the structured, multi-touch email flows that keep a joint selling motion moving between live conversations. They are not marketing nurtures; each touch is tied to a specific deal event and a specific recipient, and the goal of every send is a reply, not an […]

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A partner manager and an AE reviewing co-sell email drafts side by side on a laptop with a printed deal-stage checklist on the desk, deep navy and warm amber palette

Co-Sell Email Templates for Every Deal Stage

What are co-sell email templates? Short answer: Co-sell email templates are reusable copy patterns for the specific moments a joint selling motion repeats: the first partner reach-out, the deal-review request, the customer intro, the stall nudge. They give a partner manager a tested starting point so each send is fast to write and built to […]

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A co-sell alignment specialist running a weekly deal review with a vendor AE and a partner manager, a printed overlap account list on the table, deep navy and warm amber palette

Co-Sell Alignment Specialist: What the Role Does

What is a co-sell alignment specialist? Short answer: A co-sell alignment specialist is the operator who keeps a vendor and its partners working the same accounts on the same cadence. They own the deal-review rhythm, the overlap data, and the attribution plumbing that turn a signed partner into a producing one. Most partnerships orgs do […]

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A partnerships leader and a RevOps lead mapping the co-sell alignment specialist role onto an org chart drawn on a glass wall, deep navy and warm amber palette

Co-Sell Alignment Specialist Role: Where It Sits

What is the co-sell alignment specialist role? Short answer: The co-sell alignment specialist role is a defined operations seat that owns the seam between a vendor’s sellers and its partners’ sellers. It exists so deal-level co-sell work has a single accountable owner instead of being split across people who all have a different first priority. […]

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Two partner managers from different companies walking a CRO through a co-sell account plan on a wall monitor showing overlap accounts, deep navy and warm amber palette

Co-Sell Best Practices: 9 That Actually Produce

What are co-sell best practices? Short answer: Co-sell best practices are the operating habits that consistently turn a signed partnership into joint pipeline. They are mechanics, not attitudes: a fixed deal-review cadence, clean overlap data, named roles, and attribution set before the first joint call. The phrase gets misused. Most lists of co-sell best practices […]

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A partner enablement lead walking two partner-side AEs through a joint pitch deck and a one-page pursuit playbook in a conference room, deep navy and warm amber palette

Co-Sell Enablement: What to Ship and When

What is co-sell enablement? Short answer: Co-sell enablement is the asset and training layer that equips a partner’s sellers to carry a joint pitch into a customer conversation. It is the difference between a partner who can name your product and a partner-side AE who can actually position the joint solution in a live deal. […]

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A vendor partner manager and a partner AE briefing a bank procurement and risk team across a conference table with a printed compliance checklist visible, deep navy and warm amber palette

Co-Sell in Financial Services: What Works

What is co-sell in financial services? Short answer: Co-sell in financial services is the joint selling motion run into banks, insurers, and asset managers, where vendor risk reviews, procurement gates, and regulatory constraints shape every step. It works the same way co-sell works anywhere, but it has to clear a buyer environment that other sectors […]

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A customer success manager and a partner success counterpart reviewing an account health and expansion plan on a laptop, a printed renewal-and-partner-touch timeline on the desk between them, deep navy and warm amber palette

CSM Partner Enablement: Turning Success Into Pipeline

What is CSM partner enablement? Short answer: CSM partner enablement is the practice of equipping customer success managers to bring partners into the post-sale motion, retention, adoption, and expansion. It makes the CSM a channel for partner value rather than a function that operates as if partners did not exist, which is how most success […]

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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.