Brainforge Knowledge

co-sell-playbook-template

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Co-Sell Playbook Template

Use this template to create specific partner platform use cases with packaging.

Play: [Play Name]

Partner Platform: [Snowflake/Mixpanel/Salesforce/etc.]
Last Updated: [YYYY-MM-DD]
Status: [Active/In Development/Deprecated]

Play Overview

What it is: [Brief description of the play - 2-3 sentences]

When to use:

  • [Scenario 1]
  • [Scenario 2]
  • [Scenario 3]

Expected outcome: [What success looks like - quantifiable if possible]

Target Account Profile

Industry: [Industry/Industries]
Company Size: [Revenue/Employees range]
Current State:

  • [Current state indicator 1]
  • [Current state indicator 2]
  • [Current state indicator 3]

Ideal signals:

  • [Signal 1]: [What this indicates]
  • [Signal 2]: [What this indicates]
  • [Signal 3]: [What this indicates]

Pain Points Addressed

Primary pain:

  • [Pain point 1]: [Why this matters]

Secondary pains:

  • [Pain point 2]: [Why this matters]
  • [Pain point 3]: [Why this matters]

Business impact:

  • [Impact 1]
  • [Impact 2]

Brainforge Approach

Phase 1: [Phase Name]

  • [Activity 1]
  • [Activity 2]
  • [Activity 3]
  • Duration: [X weeks]

Phase 2: [Phase Name]

  • [Activity 1]
  • [Activity 2]
  • [Activity 3]
  • Duration: [X weeks]

Phase 3: [Phase Name]

  • [Activity 1]
  • [Activity 2]
  • [Activity 3]
  • Duration: [X weeks]

Total Timeline: [X weeks/months]

Partner Platform Role

Why [Partner Platform] is essential:

  • [Reason 1]
  • [Reason 2]
  • [Reason 3]

How [Partner Platform] enables this:

  • [Platform capability 1]
  • [Platform capability 2]
  • [Platform capability 3]

Integration points:

  • [Integration 1]
  • [Integration 2]

Rep Talking Points

Opening: “[Account Name] is [doing X], which suggests they might need [Platform solution]. We’ve helped similar companies like [Similar Company] achieve [Result].”

Value proposition:

  • “[Benefit 1]”
  • “[Benefit 2]”
  • “[Benefit 3]”

Questions to ask:

  • [Question 1]
  • [Question 2]
  • [Question 3]

Objection handling:

  • Objection: “[Common objection]” Response: “[How to respond]“

Pricing & Packaging

Investment range: [Y]
Typical engagement: [X weeks/months]
Payment structure: [Upfront/Milestone/Other]

What’s included:

  • [Deliverable 1]
  • [Deliverable 2]
  • [Deliverable 3]

What’s not included:

  • [Exclusion 1]
  • [Exclusion 2]

Success Metrics

How we measure success:

Example results:

Resources for Reps

One-pager: [Link]
Case study: [Link]
Demo/Video: [Link]
Technical docs: [Link]

Who to contact:

  • Technical questions: [Contact]
  • Pricing questions: [Contact]
  • Deal support: [Contact]
  • [Related Play 1]: [Brief description]
  • [Related Play 2]: [Brief description]
  • [Related Play 3]: [Brief description]

Last Updated: [YYYY-MM-DD]
Owner: [Name]
Review Cadence: [Quarterly/Monthly]

Graph View