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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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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 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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A head of partnerships presenting a partner program business case to a CFO on a wall monitor showing a payback timeline and cost-per-deal chart, a printed one-page investment summary on the table between them, deep navy and warm amber palette

Partner Program Business Case: Winning Budget

What is a partner program business case? Short answer: A partner program business case is the written argument that justifies investing in partnerships, built in the language a CFO actually uses. It lays out the cost, the expected return, the payback timeline, and the risks, so the program competes for budget against every other use […]

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A partner program design consultant facilitating a working session with a client partnerships team on a wall monitor showing a program blueprint and milestone plan, a printed engagement scope on the table, deep navy and warm amber palette

Partner Program Design Consulting: What to Expect

What is partner program design consulting? Short answer: Partner program design consulting is outside expertise hired to architect or rebuild a partner program, covering partner types, tiers, incentives, enablement, and metrics. It compresses the learning curve a team would otherwise pay for in wasted quarters, and it brings patterns from many programs to a company […]

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A revenue leader and a head of partnerships at a wall monitor mapping an ecosystem GTM, direct, partner-sourced, and partner-influenced motions shown as overlapping lanes against a target account list printed on the table, deep navy and warm amber palette

Ecosystem GTM: Building a Go-To-Market on Partners

What is ecosystem GTM? Short answer: Ecosystem GTM is a go-to-market model that treats the partner ecosystem as a core route to revenue alongside direct sales, not as a side channel. It organizes the company’s selling around where partners already have trust and presence, so deals come through the ecosystem by design rather than as […]

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