How do you discover co-sell opportunities? A short walkthrough

Your reps have accounts. Your partners have relationships. Nobody has a simple way to turn both into action. Account executives own the target list and the pressure to book meetings. The channel / alliances team owns the relationships. Buying signals live somewhere else. An overlap alone does not say who to ask, why now, or what to send. Mapping still sits in spreadsheets, manual mapping, or calls, emails, and texts. Venn connects target accounts, partner paths, and buying signals, then prepares the next introduction. Venn does not just show partner overlap. It tells you the next partner action, not an overlap map.

This is a written walkthrough of a co-sell workflow in Venn. It is the script for a short demo. It does not show a named customer, a booked meeting, or pipeline that Venn produced.

Short demo title: How do you discover co-sell opportunities? Short demo description: A co-sell opportunity is an account you and a partner can work together. This walkthrough goes from the account list to a ranked path and a drafted introduction. 14-day trial, no credit card required. Then Pro at $100 per user per month.

Transcript. Discovery starts from accounts you already want to win, not from a blank partner directory. Upload that list. Partners do not have to join.

Read why an account is on the list today. The Ideal Client Profile signal is the why-now: funding, an executive hire, a hiring surge, M&A, or a tech-stack move. If the signal is thin, it is a weaker reason to ask.

Rank the partner path. The warmest path is the one the workspace suggests, with the evidence next to it. If no path is supported, there is no co-sell opportunity yet. Do not invent one from a logo.

Open the drafted introduction and edit the ask. The channel lead and the account executive share that draft. Sending it is a human step. Venn does not send it on its own in this walkthrough, and a draft is not attribution of a closed deal.

The prepared next action is what sales leadership can read after the draft exists. Keep Crossbeam or PartnerTap if you still want the overlap map. Keep Kiflo if partners need the portal and deal registration. Venn is the path and the sentence.

Built for two motions that often run together: newly hired account executives (AEs) and sales leadership who need a daily path into accounts, and channel / alliances / partner-program teams who run the partner motion. Many teams run both.

14-day trial — no credit card required. Then Pro at $100 per user per month. There is no complimentary plan after the trial.

Frequently asked questions

What does this co-sell walkthrough show?

How a co-sell workflow runs in Venn after you already have accounts: signal, ranked partner path, drafted introduction, prepared next action. Written script only. Not a customer recording and not a sourced-pipeline claim.

What title should a short co-sell demo use?

How do you discover co-sell opportunities? The description can say: a co-sell opportunity is an account you and a partner can work. This walkthrough goes from the account list to a drafted introduction. 14-day trial, no credit card required.

Who is this answer for?

Newly hired account executives, sales leadership, and channel / alliances teams. One workspace, two motions. Never CAM-only and never AE-only.

How do I check this on my own accounts?

Start a 14-day free trial — no credit card required — and upload a target-account list. Then Pro is $100 per user per month. A ranked path and a draft are not a booked meeting.

Start your 14-day trial (no credit card required; then Pro at $100/user/month).