Build a deck for your partner QBRs in Glean

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Partnership teams often spend more time hunting for the right data than acting on it. The overlap is in Crossbeam. The story is in internal docs and messaging frameworks. But pulling it all together into something a partner can actually receive takes long enough that the moment sometimes passes.

This play is about closing that gap. Connect Crossbeam to Glean and the time between "I have a QBR next week" and "I have a deck ready to share" goes from days to a single conversation. Glean pulls live partner performance metrics and overlap data from Crossbeam, layers in your internal strategy docs and messaging frameworks, and generates a partner-facing deck in three prompts. The value isn't just the output — it's the speed at which ecosystem insight becomes GTM action.

How it works:

• Pull the partner's performance metrics and overlapping open opportunities from Crossbeam
• Filter and bucket joint opportunities by motion type — relationship-backed, active co-sell, and pipeline-building targets
• Layer in internal strategy docs and messaging frameworks to strengthen the rationale
• Generate a partner-facing deck with a 30-day joint action plan

What you need

• Crossbeam (Supernode or Enterprise plan)
• Glean with Crossbeam connected as an MCP server
  • Follow these steps to connect Crossbeam to Glean
• (Optional) Internal partner strategy docs, joint messaging frameworks, or firmographic data sources connected in Glean — these strengthen the output beyond what overlap data alone can tell you

Who this is for

Partnerships managers and alliances leads preparing for a partner QBR, joint account planning session, or co-sell kickoff. Anyone who needs to turn Crossbeam overlap data into a partner-ready deck without spending a week building it manually.

What you'll get

• A live view of your partner's performance metrics — overlap count, win rate, average deal size, potential revenue, and partnership tenure — pulled directly from Crossbeam
• A prioritized list of joint opportunities bucketed by motion type: relationship-backed accounts where the partner has existing context, active co-sell accounts where both sides have motion, and pipeline-building targets for shared outbound
• A downloadable, partner-facing .pptx deck with a 30-day joint action plan, ready to share with the partner manager before or during the QBR

Steps

1. Pull the partner's performance metrics and overlap

Start with one prompt. Glean pulls live data from Crossbeam — partner score, overlap count, open deals, potential revenue, win rate, average deal size, and attribution — and gives you a snapshot you can use as the baseline for the entire conversation.

"I'm going into a QBR with [Partner Name]. Pull their performance metrics and our overlapping open opportunities."

Glean returns the performance view and buckets the overlap into three groups automatically: relationship-backed accounts where the partner already has customer context, active co-sell accounts showing open-opportunity motion, and shared prospecting targets.

2. Identify and filter the best joint opportunities

Ask Glean to identify the top joint opportunities and filter the list using any additional sources you have connected — partner strategy docs, joint messaging frameworks, or firmographic data. This is where the output goes beyond "here's the overlap" to "here's what we should actually go after together and why."

"What are our joint opportunities with [Partner Name]? Filter these using our partner strategy docs and firmographic context so we focus on the highest-value accounts."

If you have a joint messaging framework or "better together" narrative connected in Glean, add it here:

"Before we filter, here's some additional context: [paste or reference your joint messaging doc]. Use this to shape which accounts are the strongest fit for a joint play."

3. Generate the partner-facing deck

Ask Glean to turn the prioritized list into a deck. Be specific that the audience is the partner manager — Glean will shift the language from internal framing to collaborative partner-facing copy automatically.

"Create a deck I can share with [Partner Name]'s partner manager outlining the open opportunities we should go after together and why. The audience is me presenting to [Partner Name], so frame these as joint opportunities and use collaborative language throughout."

Glean generates a downloadable .pptx with six slides: why the overlap justifies a focused joint plan, the best near-term relationship-backed accounts, active co-sell opportunities, pipeline-building targets, and a 30-day joint action plan with account owners, intro plan, and a next QBR checkpoint.

Go deeper

• How to connect Crossbeam to Glean — setup guide