Forecastable Blog

Forecastable's Education Center -- 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 […]

Three businessmen seated at a wooden table review a document during a meeting in a modern office, with graphs displayed on a monitor in the background.

MEDDIC Partnerships: Qualifying Co-Sell Deals That Close

What is MEDDIC for partnerships? Short answer: MEDDIC partnerships is the application of the classic sales qualification frame (Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion) to co-sell and partner-sourced deals, with a partner-side mirror on every letter so the host AE and the partner counterpart qualify the same opportunity on the same […]

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A B2B account executive at a desk reviewing a nearbound signal dashboard with a partner manager pointing at a target account flagged with three overlap signals on a wall monitor while a printed account list sits between them, deep navy and warm amber palette

Nearbound Sales: Running a Working Partner Signal Motion

What is nearbound sales? Short answer: Nearbound sales is the GTM motion where the AE works partner-derived signal (account overlap, partner-of-partner relationships, joint customer alerts, ecosystem-level engagement) as the primary prospecting input, instead of cold outbound or inbound MQLs. It sits between inbound and outbound, runs on signal from the ecosystem, and produces a higher […]

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A CRO and a head of partnerships at a small conference table reviewing a printed scoping memo for an outsourced partnerships engagement with named partner targets and a forecast scorecard alongside a laptop showing a partner pipeline dashboard, deep navy and warm amber palette

Outsourced Partnerships: When It Works, When It Fails

What are outsourced partnerships? Short answer: Outsourced partnerships is the engagement model where a B2B company hires a fractional partnerships leader, a partner-sourced GTM agency, or a partner-as-a-service vendor to run all or part of the partnerships motion instead of (or alongside) building an in-house team. It exists because partnerships is a slow-to-build function with […]

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A head of partnerships and a finance director at a desk reviewing a printed sourced and influenced attribution definition alongside a wall monitor showing a partner pipeline rollup by stage and a deal-level partner role table, deep navy and warm amber palette

Partner Attribution Model: A Working Build for 2026

What is a partner attribution model? Short answer: A partner attribution model is the signed definition for how partner-touched opportunities count toward sourced, influenced, and assisted pipeline and revenue, with named rules for which partner role at which stage produces which credit. It exists because finance will not fund a partner pipeline forecast without a […]

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A partner manager and an account executive at a desk reviewing a printed partner battle card with co-sell talking points and a competitive landscape table while a laptop shows a joint pitch deck and an account list, deep navy and warm amber palette

Partner Battle Card: Building One AEs Actually Use

What is a partner battle card? Short answer: A partner battle card is the one-to-two page AE-facing enablement asset that names the joint value, the named buying personas, the co-sell motion, and the head-to-head competitive position when a host product and a partner product are sold together. It exists because AEs cannot remember the joint […]

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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 revenue operations leader and a partner manager at a desk reviewing a partner discovery data signal taxonomy on a wall monitor with overlap accounts tiered by signal strength alongside a printed partner-side context cheat sheet, deep navy and warm amber palette

Partner Discovery Data: Building a Working Signal Layer

What is partner discovery data? Short answer: Partner discovery data is the structured intelligence layer that converts raw partner-side signal (account overlap, customer status, buying-committee relationships, deal-in-progress flags) into AE-ready signal with named tiers, partner-side context, and a defined next move per signal. It exists because raw overlap data is not signal, and AEs working […]

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A head of partnerships and a CRO at a small conference table reviewing a printed partner ecosystem map with tier classifications and joint motion labels alongside a wall monitor showing partner overlap density by segment, deep navy and warm amber palette

Partner Ecosystem Map: Building One That Drives GTM

What is a partner ecosystem map? Short answer: A partner ecosystem map is the structured visualization and classification of every partner in a company’s go-to-market ecosystem, with named tiers, partner-type categories (SI, ISV, reseller, marketplace, agency, alliance), joint motion labels, and overlap density per partner per segment. It exists because a company cannot make sound […]

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Two partnerships professionals reviewing a conversational AI chat interface on a laptop next to a screen showing partner data visualization.

How and When to Use Crossbeam’s MCP Server (plays included)

Crossbeam quietly turned its data into a callable utility. The Crossbeam MCP server only pays back if you treat it as the prescriptive layer for your co-sell motion. Here are 12 plays Supernode and Enterprise customers can run this week, the prompts that drive them, and the operating model behind them.

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