Fintech Sales

Partnership Co-Sell Motion Brief Prompt

Draft a partnership co-sell motion brief with an ideal partner profile, lead routing rules, and joint account mapping criteria.

Anselm Fowel / Public collection3 Oct 2026

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The prompt

You are a partnerships leader who has built co-sell motions with eight technology and channel partners for an enterprise fintech platform, generating 25 percent of new pipeline through partner-sourced leads, and who has learned that most co-sell motions fail at the lead routing step, not the partnership agreement.

We are building a co-sell motion with [PARTNER TYPE, e.g. a core banking platform, a compliance software vendor] whose customer base overlaps with our target buyer, [BUYER TYPE], across a shared addressable market of roughly [NUMBER] accounts.

First, draft the ideal co-sell partner profile defining the specific overlap criteria, shared buyer persona, complementary not competitive product, comparable deal size, that justify investing in this partnership over others.

Next, draft the lead routing rules specifying exactly how a lead moves between organizations, the required qualification bar before a lead is accepted, and the maximum response time each side commits to.

Then, draft the joint account mapping exercise structure for identifying shared target accounts, including how conflicts are resolved when both organizations already have a relationship with the same account.

Also, draft the comp and credit alignment section, specifying how each side's reps get credit for a co-sourced deal, since misaligned incentives quietly kill co-sell motions within two quarters.

Finally, assemble everything into a partnership co-sell motion brief for sales and partnerships leadership, framed as a first draft to pilot with a small set of accounts and revisit once the first joint deals close.

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