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Forecastable's Education Center -- The best advice on building partner programs that produce forecastable revenue.

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A partner manager and an account executive reviewing a co-sell deal on a monitor, counting how many contacts on each side are engaged and flagging a single-threaded deal, deep navy and warm amber palette

Partner Multithreading Tracking in Co-Sell Deals

What is partner multithreading? Short answer: Partner multithreading is having more than one real relationship engaged on both sides of a co-sell deal, on your side, the partner’s side, and inside the customer. Tracking it means counting those threads on each deal so you can see which co-sells rest on a single person. It matters […]

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Editor's Picks

B2B Partner Marketing Strategy: To, Through, With

What a B2B partner marketing strategy is Short answer: A B2B partner marketing strategy is the plan for how you market to partners, through partners, and with partners, so partner relationships turn into pipeline rather than logos on a slide. It works when each of those three audiences has its own goal and the whole […]

Channel Partner Marketing Plan: Build the Template

What a channel partner marketing plan is Short answer: A channel partner marketing plan is the written, one-page artifact that says what you and a partner will do together this quarter to source pipeline, who owns each part, and how you will measure it. It turns a marketing strategy into a specific set of commitments […]

Channel Partner Marketing Strategy: Fund the Motion

What a channel partner marketing strategy is Short answer: A channel partner marketing strategy is the plan for generating demand through your partners, using co-marketing, funding, and partner-ready assets to produce pipeline in their markets. It is a through-channel motion you design and fund, not a one-off co-branded webinar you run when someone remembers to. […]

A partner manager and an account executive reviewing a co-sell deal on a monitor, counting how many contacts on each side are engaged and flagging a single-threaded deal, deep navy and warm amber palette

Partner Multithreading Tracking in Co-Sell Deals

What is partner multithreading? Short answer: Partner multithreading is having more than one real relationship engaged on both sides of a co-sell deal, on your side, the partner’s side, and inside the customer. Tracking it means counting those threads on each deal so you can see which co-sells rest on a single person. It matters […]

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A partner manager and an account executive running a co-sell discovery call with a printed account list and a question checklist on the table, deep navy and warm amber palette

Partner Discovery Questions for Co-Sell Deals

What partner discovery questions are Short answer: Partner discovery questions are the questions you ask a partner about a shared account before committing reps to a co-sell motion, to confirm the deal is real and the partner can actually help. They matter because most co-sell effort is wasted on accounts where the partner has less […]

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A partner manager coaching an account executive through a co-sell play at a desk, a printed partner overlap list and a one-page co-sell brief between them, a shared account open on the monitor, deep navy wall and warm amber light

Co-Sell Enablement for Account Executives

Short answer: what co-sell enablement for account executives is Co-sell enablement for account executives is the set of briefs, plays, and incentives that make an AE actually run a partner motion on a live deal instead of ignoring it. It is the missing layer between a signed partnership and a closed deal. Give an AE […]

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A partner manager and an account executive registering a co-sell deal in a PRM on a monitor, a printed registration form with fields and SLA marked on the desk, a shared account list beside it, deep navy wall and warm amber lamp

Co-Sell Deal Registration Process: How to Run It

Short answer: what a co-sell deal registration process is A co-sell deal registration process is the defined workflow a partner and vendor use to formally record a joint deal, lock in who gets credit, and trigger the support and rules that follow. It is the paperwork that keeps co-sell from turning into a credit fight. […]

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A partner manager and two account executives from different companies running a weekly co-sell deal review around a printed account list, updating a shared mutual action plan on a monitor, deep navy walls and warm amber desk lamp

Co-Sell Operating Cadence: The Weekly Rhythm

Short answer: what a co-sell operating cadence is A co-sell operating cadence is the fixed weekly rhythm that turns partner account overlap into closed deals, run by a named owner with a defined meeting stack and a shared artifact. It is the difference between a co-sell motion that produces pipeline every week and a partnership […]

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Two partnership leaders standing at a wall-mounted 60-day activation plan with a printed priority account list between them, deep navy room with warm amber desk lighting

Zero to Pipeline in 60 Days: A Co-Sell Execution Plan

Short answer: what a partnerships team should have produced by day 60 Zero to pipeline in 60 days means one thing: a first partner-sourced opportunity in CRM, backed by artifacts anyone can inspect. You get there by producing a signed partner list, a mapped overlap, a priority account list, an activation plan, a first account-planning […]

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A vendor CSM and a partner delivery lead reviewing a shared joint success plan on a wall display of the customer lifecycle, deep navy office with warm amber light

Co-Sell vs Co-Serve: Where Each Motion Actually Lives

Short answer: the difference in one paragraph Co-sell vs co-serve is a question of lifecycle position: co-sell is joint pursuit of an open opportunity, co-serve is joint delivery, adoption and retention after close. They sit on either side of the contract signature, with co-market ahead of both. Most programs staff the middle motion and leave […]

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A partnerships leader and a RevOps manager weighing co-selling solution options on a whiteboard that maps build versus buy against overlap, coordination, and marketplace layers, deep navy and warm amber palette

Co-Selling Solutions: Build, Buy, or Run In-House

What are co-selling solutions? Short answer: Co-selling solutions are the tools, systems, and operating approaches a company uses to sell alongside partners, spanning everything from a shared spreadsheet and a manual deal-review rhythm to dedicated software that finds account overlap and tracks joint deals. The phrase covers more than software, because a solution is the […]

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Two sellers from different companies rehearsing a joint pitch in front of a whiteboard that shows a shared customer problem and a combined solution, deep navy and warm amber palette

Co-Sell Messaging: How to Build a Joint Pitch

What is co-sell messaging? Short answer: Co-sell messaging is the shared story two partnered companies tell a single buyer about why their combined solution solves a problem neither one solves as well alone. It names the customer’s problem, states how the two products work together, and gives both sales teams the same words to use […]

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An account executive and a partner rep from another company running a co-sell deal review at a shared laptop, an overlapping-accounts view and a joint account plan on screen, deep navy and warm amber palette

Co-Selling Platform: What It Is and How to Pick

What is a co-selling platform? Short answer: A co-selling platform is software that helps two companies sell together by finding where their customers and prospects overlap, sharing that account data securely, and coordinating the reps who work the joint deals. It replaces the spreadsheet swap and the guesswork about who knows whom, and its pitch […]

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