Co‑Sell Without Chaos: The “For Every Deal” Discipline

Most co‑sell motions don’t fail because of a lack of intent.

They fail because of late alignment.

The pattern is familiar:

  • The deal is already shaped
  • The customer narrative is set
  • The solution is mostly defined

And then partners are pulled in—often when things are already fragile.

That’s when friction shows up:

  • Conflicting viewpoints
  • Architecture questions
  • Missed investment or funding windows
  • Slower decisions at the worst possible time

This is what co‑sell chaos looks like.

It’s also completely avoidable.

The Real Problem with Co‑Sell

Co‑sell breaks down when it’s treated as an event instead of a discipline.

Many teams still think of partner involvement as:

  • Something to do late in the cycle
  • A last‑mile accelerator
  • A fallback when a deal gets stuck

In reality, co‑sell works best when it’s embedded early and consistently—deal by deal, not selectively.

The “For Every Deal” Mindset

High‑performing teams apply a simple rule:

For every meaningful deal, align early—and keep aligning.

Not because partners need to be informed.
But because early alignment:

  • Reduces downstream risk
  • Improves credibility with the customer
  • Opens doors to validation, access, and investment
  • Keeps momentum intact as deals scale

This is less about process and more about judgment.

What Early Alignment Actually Enables

When partners are brought in early—before decisions harden—several things happen:

  • Narratives converge – Everyone tells the same story to the customer
  • Solutions get validated sooner – Fewer surprises late in the cycle
  • Investment options stay open – Funding and programs are accelerators, not afterthoughts
  • Escalation becomes easier – Executive conversations happen with context, not urgency

Late alignment creates drag. Early alignment creates leverage.

Where Most Teams Go Wrong

The biggest mistake is treating co‑sell as optional.

When partner engagement depends on:

  • Deal size
  • Seller preference
  • Perceived complexity

…execution becomes inconsistent.

The result is unpredictability—for customers, partners, and internal teams alike.

A “for every deal” discipline removes that variability.

One Principle That Keeps This Grounded

This only works if one rule is respected:

You don’t co‑sell to make partners happy.
You co‑sell to better serve the customer.

Customer outcomes are the objective.

When alignment improves speed, clarity, and customer confidence, everyone wins.

Closing Thought

Co‑sell doesn’t need more tools.
It needs fewer surprises.

Align earlier.
Stay aligned longer.
Do it consistently.

That’s how you co‑sell without chaos—and turn partnership into a real growth lever.

Stop “catching up” with Partners. Start building a pipeline.

Most partner conversations fail for a simple reason:
they’re optimized for comfort, not progress.

We catch up.
We trade updates.
We promise to stay close.

And then weeks go by with nothing materially different.

If partnerships are part of your growth strategy, this is a problem. Partner relationships can’t be social currency. They have to be operating leverage.

The Hidden Cost of “Nice” Partner Meetings

A “catch‑up” mindset produces predictable outcomes:

  • Broad account discussions with no real prioritization
  • Polite interest instead of concrete commitments
  • No ownership, no follow‑through
  • Little to no impact on pipeline or revenue

The issue usually isn’t motivation or intent. It’s structure.

Strong partners—especially at scale—optimize for outcomes. They want to know:

  • Which opportunities actually matter
  • Where their involvement changes the result
  • How effort translates into measurable impact

If your conversations don’t answer those questions, they will always be deprioritized.

Reframing the Conversation

The most effective partner engagements are not informal.
They are focused, intentional, and outcome‑driven.

Every partner meeting should start with one question:

What are we advancing together right now?

That shift alone changes the dynamic:

  • From general alignment → specific opportunities
  • From updates → decisions
  • From “let’s reconnect” → owners, dates, next steps

This isn’t about being transactional. It’s about respecting time—and being serious about results.

What Productive Partner Sessions Actually Look Like

High‑impact partner conversations share a few characteristics:

  • Narrow focus: two or three real opportunities, not a long pipeline review
  • Clear context: why this account matters and why now
  • Explicit asks: introductions, validation, sponsorship, investment—said plainly
  • Mutual commitment: what each side will do next, by when
  • Immediate follow‑through: next meetings scheduled before the call ends

When these elements are present, momentum compounds. When they’re missing, relationships stall.

Preparation Is Not Optional

Partners lean in when it’s obvious you’ve done the work.

That means showing up with:

  • A crisp customer narrative
  • A clear point of view on the solution
  • An understanding of where partnership adds leverage
  • Clarity on how success will be measured

Preparation isn’t overhead.
It’s credibility.

It’s also what enables partners to act internally on your behalf.

One Mindset Shift That Changes Everything

Here’s the principle that separates productive partnerships from performative ones:

You don’t sell to partners.
You sell to customers—and then you pull partners in intentionally.

Partners are accelerants, not substitutes for value. When you lead with a strong customer story and disciplined execution, the right partners engage—because the path to impact is obvious.

Final Thought

If your partner meetings feel busy but unproductive, don’t look for better partners.

Look for:

  • Better structure
  • Clearer intent
  • Stronger follow‑through

Stop catching up.
Start building pipeline.

That’s how partnerships turn into results.

Build Partner Relationships to Grow Business

If you’re not growing your partner relationship network, you’re most likely missing out on the bigger strategic plays partners are pursuing in your accounts, losing out on joint pursuits, or missing out on partner funding, or programs available for innovation and early adoption programs.

Here are a few Why’s and Best Practices to help you realize more out of Partnerships and incorporate those approaches into your your overall plans on account level.

Why build relationship with Partners

  • Networking Effect – understand stakeholder maps and any gaps in communication plans with your Customer vs. where Partners are building relationships. Gain access to Partner’s network of contacts
  • Other Accounts, Territories – as a side effect to networking, Partner counterparts are most likely working with other accounts in their portfolios and territories. Building rapport and relationship, exposes you to those Partner accounts
  • Funding – Partners have funding buckets and programs they can offer to Partners and Customers to accelerate adoption of their products. If you don’t have a relationship, you’re likely missing out on those funding opportunities. You can leverage funds to open new opportunities within your account and kickstart POCs, MVPs, Hackathons, Innovation type projects, etc.
  • Technical Enablement – access to Partner’s product teams, engineering, architect, domain level experts and other resources to help with solutioning, architecture, technical roadblocks, questions, etc.
  • Early Adoption Programs – gain access to early previews (e.g., alphas, betas) for new products and other technologies Partner is piloting with your Customer. Once you’re onboarded into those programs and able to assist the Customer to accelerate adoption by engaging from the start, they serve as a good way to be highlighted in announcements around Product Launch marketing or PRs
  • Meetings – joint Customer meetings with a Partner allow to establish credibility. It’s much more impactful to show up to a meeting together with a major Partner who is endorsing your approach, solution, architecture and is championing your services post sale to your customer’s stakeholders
  • RFP, RFI, RFQ – align on responses and drive joint message, approach, solution, architecture, any investments, etc. Also, receive an endorsement or a “stamp of approval” from your Partner on the solution you’re proposing
  • Marketing – think about sponsored joint thought leadership collateral e.g. cases studies (written or video), win-wires, blogs, PRs, product launch activities, etc.
  • Competitors – by driving joint and mutual business opportunities, generating value for your Partner and Customer, executing and delivering on engagements, elevates your position as a trusted Partner and fends off competition. If you are not talking, building meaningful relationships with your Partner on account level, your completion is surely doing that

Best Practices

  • Communication Plan – establish bi-weekly, monthly, or quarterly, etc. meeting cadence to share updates, stay connected, and drive joint pursuits. More frequent touch points the better, but start somewhere
  • “One Partner Team” – Identify and get to know key Partner contacts who are engaged or dedicated to your Customer. Reciprocate by outlining your account team structure and who is who from your company on the account
  • Gives/Gets – partnerships are about Gives and Gets as in any relationship. Expect to do a lot of Partner “Gives” first as you build rapport, establish cadence, and build trust
  • Scorecard – really understand Scorecard, KPIs, OKRs of your Partner team. You can have A LOT of great discussions, planning sessions, idea sharing BUT if they’re not aligned to what your Partner team is measured on (and compensated on, what “retires their quota”), those are unlikely to materialize
  • Stakeholder Maps – share your stakeholder mapping, e.g., who are the stakeholders, executive sponsors or your day-to-day contacts. Understand the same from your Partner
  • Executive Sponsors – as part of stakeholder mapping, identify and align executive sponsorships from your and Partner organizations. Arrange meetings to connect and build rapport on the executive level
  • Deal Sharing – share your projects in flight, upcoming deals pipeline and see where intersection points are for joint pursuits and where help is needed to close. Ideally share that pipeline using Partner tools, see point below on data driven discussions
  • Data Driven Discussions – ground your Partner discussions with data. For example, how do your projects influence Partner products, services, revenue? This is where registering/sharing deal pipeline with Partners via their Deal Registration portals and tools come into play. Also, in case of Cloud Solution Providers, you can also tag cloud projects, subscriptions using your Partner Ids to show real impact on Partner revenue growth. In some cases, you may even be eligible to receive “credits” back from those partners for influencing a particular product. That’s $ you can use to “re-invest” back into your Customer, Partner relationship and drive even more joint deals
  • Joint Account Plan – create a joint plan and outline top ~3-5 key joint initiatives, projects that you will pursue over next 3, 6, 12 months
  • Be Intentional – be intentional with what you propose to do jointly or have a brainstorming session with a Partner to figure it out. But do your homework, even before brainstorming, being intentional is a much better approach vs. asking your Partner what they think we can do jointly and expecting them to pull you into projects. For example, you might be intentional and outline that we want to partner and win on Initiative X or Project Y because of Reasons XYZ
  • Bring Big Ideas, 10X growth ideas, Industry Points of View into your discussions. Remember Gives/Gets, you must bring value to your relationship
  • ASKS – have clear ASKs for your Partner team. For example, you might need a workshop or a meeting with a Partner to validate ideas before proposing to Customer, or you’re running into technical challenges that Partner team can help clarify, or you have an idea for a solution but can’t get a meeting with a Customer stakeholder where Partner might help using their relationship network, etc.
  • Go to meetings together, do joint workshops, participate/collaborate on RFPs together – Showing up together in front of your Customer builds trust, credibility for both parties, it’s 1+1=3 better together story. Also, Partners are bringing your Customer to their executive briefing center for strategy discussions. You can offer to help Partner prepare and support those discussions
  • “Follow the (Marketing) Money” – understand what partners marketing and selling to your Customer. It could be a specific vertical solution with technology solving specific industry use cases, it could be the next generation or version of the product, etc. This could help you align your ideas, solutions, go to market motions, etc. to those themes as part of your overall account plan
  • NDA – be mindful of your NDA terms, establish 3-way NDAs, if necessary, to enable more open information sharing between yourself, Customer and Partner

5 Rights – Story, Principles and Values

Early in my career, I worked with a Chief Medical Officer at the Healthcare Software company and what struck me most during my collaboration was his story about 5 Rights – 5 Rights of Medication Administration. It is a general recommendation in the healthcare setting to significantly prevent, reduce medication errors and harm when administrating medicine. The way it works is that you, or family member, or healthcare provider (care team, doctor, nurse, etc.) should always be mindful and apply “5 Rights” by asking 5 simple questions right before administering medicine. You have to ask, “Do I (you) have…”:

  • the right patient
  • the right drug
  • the right dose
  • the right route
  • and the right time

This simple checklist helps prevent errors, helps reduce waste and unnecessary harm. I’ve shared this checklist with all family members, friends, colleagues, etc. anyone who is going to the hospital, or at the hospital, or going to the doctor to get prescriptions.

This simple art of checklist power further influenced me when I read Atul Gawande’s book “The Checklist Manifesto: How to Get Things Right”. Atul brings to life stories that are super simple, common sense, repeatable and that produce outsized results. From preventing hospital acquired infections (a big problem for US Healthcare) by simply using checklists for doctors, nurses to wash their hands before and after seeing patients; to reducing errors and power struggles during surgeries; to preventing and dealing with mid-air aircraft failures using flight manuals and yes simple checklists to rely on.

Including simple repeatable, yet frequently forgotten, steps on a checklist and incorporating checklists into the routines professionals follow, increases adoption of best practices and standardizes best practice adoption.

Over the years, I started documenting and taking notes of my own best practices, checklists, “manuals” to deal with my own practices, inefficiencies and what I’ve seen in the professional life as a lot of wasted processes, a lot “re-created wheels”, time and money wastes, etc. To me, a simple premise was if I did something once, I wanted to document it, distill it into something repeatable in a form of the best practice, checklist. And then come back to it when I have to do it again, repeat it, learn from it and then improve on it, rather than re-creating or re-doing it from scratch.

My intent with these posts is to share what I’ve learned, created and evolved over the past 20+ years working in software development, professional services firms, managing partners & alliances, building business units and practices. My first “Right” was imprinted on me early in my career when our team had a concept for “Make It Right” or “MIR” Funds. Those were intended to make it right for the customers when software development projects went off rails. The goal was to make sure we deliver and go above and beyond to make it…right.

My thinking evolved over time around my own 5 Rights and will continue to evolve.  I use them every day as my “North Star” navigating professional and personal lives. I hope they’ll be of value to you even if you’re not in the industries I mentioned above as I intent to cover a wide range of topics aligned to those Rights that could be applicable to you. Topics around professional, personal productivity and mindfulness; checklists, tips, hacks, lessons learned to help improve efficiency, effectiveness.

My 5 Rights are around the following Principles and Values that I’ll dive deeper in subsequent posts.

5 rights circles

  • Make It Right – make it right for the customer, focus on the customer success, pain point, experience, satisfaction
  • Make It Real – make real products, produce deliverables and real tangible things, make stuff that works
  • Make It Repeatable – make it re-usable, iterate, learn, improve what you learned, adjust, and “rinse and repeat”
  • Make It Measurable – make it count, focus on outcome, output, “Make it Rain”
  • Make It Meaningful – find the why, why is it important, make it in the right frame of mind, make it mindful

On this journey, if we become even 1%, 5%, 10%, etc. better, those saved hours add up to big numbers over the years. For example, 5% of 2,000 typical working hours a year is 100 hours to use for your personal or professional “bank” however you want, that’s 2.5 weeks of mental vacation.

Let’s Make it Happen.

Probing Questions to ask during your first Customer Meeting

Keep the following approaches in mind during your conversation and structure questions around these themes:

  • POGO – Personal, Organizational, Goals, Obstacles
  • BANT – Budget, Authority, Need, Time

Questions to draw from during your conversation(s), you’re not going to ask everything, but here is a backlog to consider:

  • Problem, Challenges, Obstacles, Pains
    • What is a Business Problem we are solving?
    • What is a Business Driver?
    • What are Use Cases?
    • Any current pains?
  • What
    • What are you trying to do?
    • What are we solving for?
    • What does your [App, Product, Service] do?
  • Business, Customer Outcomes
    • What Outcomes are you looking for?
  • What is the intent?
  • Roadmap, Strategy, Vision, Goals, Priorities?
    • Do you have a [Cloud] Strategy?
    • How is it aligned to Business Problems?
    • What are your Priorities?
    • What do you care about?
  • Why, Drivers?
    • WHY?
    • WHY are you doing this?
    • WHY did you call us?
  • Success Criteria
    • How do you Measure success?
    • What is Success Criteria?
    • What does Success, “Good” look like?
  • Business KPIs
    • What KPIs at the end will show we achieved success, right outcomes?
  • ASK
    • What is the ASK?
  • Use Case
    • What is the Use Case?
  • Scope
    • What’s in Scope?
  • Sponsor, Stakeholders
    • Do you have exec sponsor support?
    • Who are executive sponsors for this effort?
    • Who is part of the cross organizational core team involved in making a decision?
  • Competitive Differentiator
    • What is different about your product, services?
  • Competition
    • Who do you compete against?
  • Budget
    • What is your budget?
    • Do they have budget allocated to this project?
  • Responsibilities
    • What is responsibility split b/n partner, client, other partners, etc.
  • Engagement
    • What does perfect engagement looks like e.g. strategy, staff, etc.?
  • Workshop, Working Session
    • Ask for a working session, with Demo, and THEN we can suggest, recommend next steps, ideas, proposals
  • Demo
    • Ask for a Demo
  • Timelines, Due Date
    • What are the timelines, due dates?