Best for
- B2B companies running co-sell motions with technology or services partners
- Partner marketers who need to turn overlap reports into actual campaigns
- Sales teams that want warm partner context before outreach
Turn partner account overlaps into co-sell campaigns, AE tasks, and partner-approved outreach instead of spreadsheet-based partner marketing.
A partner account-mapping system that identifies shared target accounts, scores co-sell potential, creates partner-specific campaign angles, and routes approved actions to sales.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Partner account mapping is often treated as a reporting exercise. The real value comes when overlap data becomes a routed campaign with account context, partner permission, and a clear owner action. This workflow uses AI to translate shared accounts into co-sell plays that sales and partner teams can actually execute.
Expected results
Accounts mapped
50-300 shared accounts
A typical partner mapping sprint starts broad, then narrows to accounts with CRM fit, timing, and partner relevance.
Campaign-ready accounts
15-75 approved accounts
After filtering and partner review, only a smaller subset should move into active co-sell execution.
Time saved
8-12 hours per campaign
AI reduces manual account review, angle selection, and message drafting across partner and sales teams.
Revenue impact
Partner-informed outreach
The workflow gives sales a warmer reason to reach out and gives partner teams a measurable motion beyond overlap reporting.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
60-75 min
60-75 min
Scope: Choose one co-sell motion for this mapping cycle: mutual-customer expansion, partner-sourced net-new outreach, integration adoption, marketplace deal support, executive introduction, or renewal protection. In Google Sheets, create a motion brief with Partner, Motion Name, Target Account Type, Target Persona, Revenue Outcome, Primary CTA, Partner Owner, Sales Owner, Launch Window, and Success Metric.
Action: In HubSpot, confirm which lifecycle stages and opportunity stages are eligible for the motion and which team owns the next action. Write the precise partner contribution, such as access, implementation credibility, integration value, procurement support, or executive sponsorship.
Scope: Define what sales must do when an account is approved, including task type, due date, required context, and expected disposition. Review the brief with Partner Marketing, Partner Sales, RevOps, and the receiving sales manager before exporting any overlap data.
Output: Save the approved brief in the partner campaign workspace and link it from the review sheet.
An approved co-sell motion brief with revenue outcome, target account rules, partner contribution, owners, sales action, and success metric.
Start with one revenue motion per mapping cycle. Mixing expansion, net-new, marketplace, and executive-intro motions creates conflicting eligibility and approval rules.
45-60 min
45-60 min
Capture: Document which account-level fields each company is allowed to share and use before reviewing overlaps.
Set up: In Google Sheets, create fields for Data Source, Shared Field, Permitted Use, Prohibited Use, Customer Confidentiality, Partner Approval Required, Buyer-Facing Disclosure, Retention Period, and Guardrail Owner. In Crossbeam and Reveal, verify the populations, sharing rules, and partner permissions configured for the selected motion. Prohibit copying contact-level details, opportunity notes, customer health information, pricing, or confidential pipeline context unless both companies have explicitly approved that use.
Scope: Define language that outreach may use, such as an existing integration or partnership, and language it must not imply, such as private data sharing or partner endorsement of an unapproved claim. Record stop conditions for disputed ownership, sensitive renewals, legal review, active procurement, and partner-requested suppression.
Approval: Obtain written approval from the partner owner and internal RevOps or legal owner, then lock the guardrail tab before data is exported.
A locked data-use and outreach guardrail matrix covering permitted fields, prohibited uses, disclosures, approvals, retention, and stop conditions.
Pro workflow preview
Previewing 2 of 14 steps
Get the remaining 12 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
Treat account overlap as permission to evaluate a motion, not permission to contact the account. The approval boundary should be explicit before sales ever sees the list.
Related workflows
Continue with workflows that share a similar GTM motion, category, or tool stack.
A marketplace listing audit with buyer-fit scoring, competitor benchmarks, rewritten listing sections, screenshot guidance, proof checks, and procurement-ready recommendations.
A webinar follow-up engine that segments attendees by intent, drafts tailored follow-up, routes hot accounts, and measures pipeline impact.
A proposal generation runbook that qualifies calls, extracts buyer language, matches approved proof, drafts the proposal, creates a Dock room, routes review, and tracks buyer engagement.