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Partner Co-Sell Coordination

A coordinated follow-up plan for a new partner co-sell opportunity.

Network ExpansionReviewed

Sample result

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Partner co-sell plan
  1. 1
    Amina (Solara) sends initial outreach to Hassan Whitfield
    Reference Gridwise's existing relationship and their recent energy audit. Propose a joint call to discuss integrated solar and storage solutions.
  2. 2
    Ben (Gridwise) follows up with internal champion
    Ping the contact at Umbra who initiated the partnership discussion to confirm Hassan is the right person and give him a heads-up.
  3. 3
    Joint follow-up call
    Amina and Ben to host a discovery call with Hassan to explore needs for a 5MW commercial solar installation.
  4. 4
    Update CRM
    Amina to log the opportunity in Salesforce, linking Gridwise as the partner and noting the agreed-upon next steps.

Example run

You ask

“Gridwise just flagged a new co-sell opportunity with Umbra Collective. Can you help me put together a plan?”

9:01 AM
Reviewing partner opportunity details

Partner 'Gridwise Energy Partners' has flagged a new lead: Umbra Collective. Their contact, Ben Carter, notes interest in a 5MW solar project following a recent energy audit.

9:02 AM
Researching key contact at Umbra Collective

Found primary contact: Hassan Whitfield, Director of Facilities at Umbra Collective. Email: hassan.whitfield@umbracollective.com.

9:03 AM
Checking for prior history with Umbra Collective

No existing opportunities or recent activity logged for Umbra Collective. This appears to be a new, partner-sourced lead.

9:04 AM
You get

Co-Sell Plan: Solara Dynamics + Gridwise for Umbra Collective

9:04 AM

Who it's for

Account executives managing partner-sourced deals can use this skill to formalize the kickoff for a new co-sell opportunity. It's designed for the moment a partner flags a potential deal, ensuring you and your counterpart are aligned before making contact.

What it does

Each morning, the skill scans Salesforce for new opportunities associated with your designated partner company. For each match, it uses Apollo to research key contacts and company details, then drafts a shared action plan and a joint outreach email for you to review.

What you need

To get started, connect your Salesforce CRM and an Apollo account for contact enrichment. During setup, you will also provide the name of the partner company you want the skill to monitor for new joint opportunities.

What you get

You receive a concise co-sell plan that clarifies next steps for both you and your partner contact. The skill also provides a ready-to-send draft email to the target prospect, incorporating the research and proposing a joint introduction.

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