> ## Documentation Index
> Fetch the complete documentation index at: https://b2-b-playbook.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Partner marketing

**Published:** 2026-09-12 · **Last reviewed:** 2026-09-12 · **Reading edit:** 2026-09-12

Customers already use your product alongside another company’s service. Could you make that combined experience easier to understand and buy? Partner marketing starts with the shared customer problem, then agrees who contributes, who follows up, and how both teams benefit.

## Find the joint customer value

Start with an existing workflow where the products or services complement each other. Validate the combined experience before promising it. An announced integration without a usable implementation path can generate demand that neither team can satisfy.

## Design the partnership motion

1. **Describe the joint use case.** Name the customer, problem, combined solution, and limits. Identify which party owns each part of delivery.
2. **Check audience and incentives.** Compare relevant customer overlap, reachable audience, delivery capacity, and each partner's commercial reason to participate. Large audience numbers can conceal poor fit.
3. **Choose one first activity.** Use a joint demonstration, implementation guide, referral pilot, or customer workshop. Keep the scope small enough to learn whether collaboration works.
4. **Agree ownership and data handling.** Specify approvals, lead routing, notices or permissions, accepted referral criteria, support boundaries, and escalation. Participation in one partner's activity does not automatically authorize the other partner's marketing.
5. **Enable both teams.** Provide a concise joint pitch, qualification questions, limitations, and an accountable contact. Test the handoff with a fictional record before launch.
6. **Review the shared outcome.** Compare accepted referrals, successful implementations, customer feedback, and commercial progression. Resolve disputed ownership using the agreed rules rather than last-minute spreadsheet negotiations.

## Worked example

A fictional reporting tool and implementation consultancy create a migration assessment. The consultancy maps data and process gaps; the software team confirms technical compatibility. The offer clearly separates paid consulting from software fees.

After a small pilot, several inquiries turn out to need only consulting. Those are routed appropriately rather than rejected as “bad leads.” The partners assess whether the overall customer and commercial value justifies continuing the arrangement.

## Partner operating brief

The fictional assessment offer can fit into a short working agreement like this:

| Agreement                        | Details                                                                                    |
| -------------------------------- | ------------------------------------------------------------------------------------------ |
| Joint customer problem and offer | Help a customer assess whether a reporting migration is feasible                           |
| Contributions                    | Consultancy maps process/data gaps; software team checks compatibility                     |
| Commercial explanation           | Show consulting fees separately from software fees                                         |
| Who handles the inquiry?         | Route consulting-only work to the consultancy; agree ownership for joint work              |
| Before the pilot                 | Agree what customer information may be shared and who answers support questions            |
| Review                           | Compare useful assessments, successful handoffs, customer feedback, and each team’s effort |

## Avoid a dormant partnership

Assign a next activity and review date before announcing the relationship. If neither team has time to support the offer, delay promotion. Keep the joint material current when integrations, packaging, or partner staffing change.

## Try it with your own work

Choose one complementary company. Sketch a customer task that needs both of you, then name one small joint activity that would help the customer complete it.

## Sources and scope

* [Microsoft: co-sell overview](https://learn.microsoft.com/en-us/partner-center/referrals/co-sell-overview?ref=b2b-playbook) illustrates collaborative selling in one ecosystem. Its program rules are not universal partner requirements.

The example is fictional; any numbers illustrate the method rather than a benchmark. Adapt the worksheet to your own situation.

## What to read next

[Ecosystem](https://b2-b-playbook.mintlify.app/playbooks/06-account-field-and-partner/ecosystem) · [Co-marketing](https://b2-b-playbook.mintlify.app/playbooks/06-account-field-and-partner/co-marketing) · [Channel marketing](https://b2-b-playbook.mintlify.app/playbooks/06-account-field-and-partner/channel-marketing)

[Chapter guide](https://b2-b-playbook.mintlify.app/playbooks/06-account-field-and-partner) · [All playbooks](https://b2-b-playbook.mintlify.app/playbooks)

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