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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 presenting a co-sell program structure to a sales team on a wall monitor showing motion, ownership, and attribution, a printed program one-pager on the table, deep navy and warm amber palette

Co-Sell Program: Structure That Produces Revenue

What is a co-sell program? Short answer: A co-sell program is the structure that makes joint selling with partners repeatable across many deals and many reps, the defined motion, the ownership, the attribution, and the incentives. It is what turns occasional co-sell wins into a producing, forecastable motion. A co-sell program is broader than a […]

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A sales operations leader and a partner manager comparing co-sell sales cycle time against solo deals on a wall monitor chart, a printed deal-velocity report on the table, deep navy and warm amber palette

Co-Sell Sales Cycle Time: Why It Shrinks Deals

What is co-sell sales cycle time? Short answer: Co-sell sales cycle time is how long a deal takes to close when a partner is selling alongside your rep, measured from first opportunity to closed-won. It usually runs shorter than a comparable solo deal because the partner’s trust and access compress the early, slow stages of […]

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A services provider presenting a co-sell engagement scope to a partnerships leader and a sales director, a printed statement of work and a motion diagram on the table, deep navy and warm amber palette

Co-Sell Services: What They Cover and When to Buy

What are co-sell services? Short answer: Co-sell services are outside help that builds or runs a company’s joint-selling motion, the motion design, the attribution setup, the enablement, and sometimes the ongoing management. They are the hands-on alternative to figuring out co-sell internally or buying software and hoping the motion follows. Co-sell services sit between strategy […]

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A partnerships leader and a sales operations lead evaluating co-sell software on a wall monitor showing an account-overlap dashboard, a printed vendor shortlist on the table, deep navy and warm amber palette

Co-Sell Software: What to Look For in 2026

What is co-sell software? Short answer: Co-sell software is tooling that supports a joint-selling motion, surfacing account overlap with partners, capturing partner-sourced revenue, and coordinating deals between your reps and theirs. It is the infrastructure a co-sell motion runs on, not the motion itself. The category covers several overlapping tools, ecosystem data platforms, marketplace co-sell […]

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A revenue operations leader and a head of partnerships at a desk reviewing a printed partner deal stage map alongside a wall monitor showing a co-sell pipeline by stage with exit criteria and named partner-side moves at each stage, deep navy and warm amber palette

Partner Deal Stages: A Working Co-Sell Pipeline Definition

What are partner deal stages? Short answer: Partner deal stages is the structured set of pipeline stages a co-sell deal moves through, with exit criteria at each stage that name both the host-side and the partner-side moves required to advance. It exists because the direct-sale stage map does not capture the partner-side work that makes […]

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A partner manager and an account executive on a remote video call walking a prospective partner counterpart through a printed partner discovery agenda with a named joint customer use case and an overlap account list visible on a monitor, deep navy and warm amber palette

Partner Discovery Call: Running One That Books Co-Sell

What is a partner discovery call? Short answer: A partner discovery call is the first thirty-to-sixty minute working session between a host partnerships team and a partner-side counterpart to determine whether a joint go-to-market motion is operationally viable, with a named joint customer use case, named overlap accounts, and a defined next move at the […]

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A partner manager and an account executive standing at a wall monitor walking through three target accounts side by side, with a printed co-sell deal card visible on the table between them, deep navy and warm amber palette

How to Get AEs to Co-Sell: A 2026 Field Guide

What does it take to get AEs to co-sell? Short answer: How to get aes to co-sell is to make co-sell the easiest path to their next deal: pick three named accounts per AE, run a thirty-minute weekly deal review, ship a one-page joint value prop the AE can read in two minutes, and confirm […]

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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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Three partnerships leaders scoring shortlisted partner relationship management software against a printed criteria sheet on a conference table, a monitor behind them showing a side-by-side feature matrix, deep navy and warm amber palette

Best Partner Relationship Management Software: How to Pick

What does “best partner relationship management software” actually mean? Short answer: Best partner relationship management software is not a single product, it is the system that fits the specific partner motion you run. It is chosen by matching a platform’s real strengths, deal registration, attribution, enablement, and integration depth, to the program you operate, not […]

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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.