Partner Co-Sell Account Mapping Playbook

Build a co-selling plan with a strategic partner, including account overlap, warm-intro paths, joint messaging, governance, and pipeline follow-up.

Prompt Template

Act as a partner sales leader. Build a co-sell account mapping playbook for [your company] and [partner company] targeting [segment/territory].

Your solution: [what you sell]
Partner solution: [what they sell]
Joint value proposition: [why better together]
Target account list or criteria: [accounts/ICP]
Existing customer overlap: [known overlap]
Sales teams involved: [roles/owners]
Rules of engagement: [deal registration, data sharing, attribution, exclusivity]
Campaign timeframe: [timeframe]

Create:
1. **Co-sell thesis** — best-fit use cases and why now
2. **Account mapping table** — account, overlap signal, partner owner, your owner, relationship path, priority, next action
3. **Warm introduction strategy** — who asks, wording, and timing
4. **Joint discovery agenda** — questions each side should own
5. **Co-branded outreach sequence** — 3 touches with partner-safe copy
6. **Pipeline governance** — meeting cadence, fields to track, handoff rules, conflict resolution
7. **Enablement assets** — one-pager, demo flow, proof points, objection responses
8. **Success metrics** — sourced pipeline, influenced pipeline, meetings booked, win rate

Keep the plan practical for sales reps and respectful of partner trust boundaries.

Example Output

Co-Sell Thesis

Target mid-market retailers using PartnerCloud for inventory orchestration who now need real-time fraud scoring at checkout. The joint story is conversion protection: approve more good orders without increasing chargebacks.

Account Mapping Table

| Account | Signal | Partner Owner | Our Owner | Relationship Path | Priority | Next Action |

|---|---|---|---|---|---|---|

| Northstar Home | Partner customer + open fraud initiative | Mia P. | Leo S. | Partner CSM to VP Ecommerce | High | Ask Mia for intro by Friday |

| UrbanTrail | Mutual target, no active opp | Raj K. | Nina B. | Joint webinar attendee | Medium | Send co-branded use-case email |

Warm Intro Ask

"Mia, we noticed Northstar is scaling same-day delivery. Would you be open to introducing Leo as a fraud workflow specialist for a 20-minute value exchange? No pitch deck unless they ask."

Tips for Best Results

  • 💡Clarify rules of engagement before asking reps to share account data.
  • 💡Use account signals, not just logo overlap, to prioritize co-sell motions.
  • 💡Give each partner a clear role in discovery so the customer does not hear two disconnected pitches.
  • 💡Track influenced pipeline separately from sourced pipeline to avoid attribution fights.