Find and activate the right partner for any deal using Crossbeam

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Late-stage deals stall. Accounts go cold. And the instinct is usually to discount or push harder. But often the real unlock is a partner who already has a relationship at the account — a customer they've won, a stakeholder they know, a contact you don't have.

This play uses Crossbeam to find which partner is best positioned on any account you're working, figure out the specific play that makes sense given their position, and draft a rep-to-rep ask that gives them a reason to help. So instead of a cold ask to your partner channel or a generic "do you know anyone at this account," you have a named partner contact, a specific play, and a draft ready to send.

How it works:

• Name the account, the deal, or the list you want help on
• Crossbeam surfaces which partners have the strongest position on each account
• Your AI tool identifies the right play based on how the partner is positioned
• You get a draft ask to the right partner rep — with something to offer back

What you need

• Crossbeam (Supernode or Enterprise plan)
• Crossbeam connected to Claude or ChatGPT — both have a native Crossbeam AI connector
  • Your AI tool of choice
    • Crossbeam has native connectors in Claude, ChatGPT, and Glean
    • For connecting to other AI tools and agents, follow these steps

Who this is for

Sales reps and partnerships managers who want to know which partner can help on a specific deal or account before they get on a call or pick up the phone. RevOps and AI teams who want to automate this regularly across the full pipeline.

What you'll get

• For each account: the partner best positioned to help, how strong that position is, and the specific play to run
• A draft rep-to-rep message to the right partner contact, with a reciprocal offer built in
• A clear list of accounts where no partner adds meaningful value — so you know where to go direct

Steps

Name the account or deal you want help on‍

Start with whatever you're working — a single account, a stuck deal, or a list. Name it in plain language.‍

"Who can help me win [Account]?"

"These deals are stuck [list account names/domains]. Are there any partners who can help me unblock them?"

"How do I break into [Account]? Are there any partners with a relationship here?"

Pull the partner position from Crossbeam‍

Ask the AI to check Crossbeam for which partners have the strongest position on the account — whether they have the account as a customer, an open opportunity there, or contacts you don't have.

"Check Crossbeam for partner overlap on [Account]. Tell me which partners have the strongest position and what that position is — customer, open opportunity, or shared contacts."‍

Identify the right play‍

Ask the AI to recommend the specific play based on how the partner is positioned.

"Based on that position, what's the right play? Do I ask for an introduction to someone I'm missing, a backchannel reference, or is there a joint opportunity we should coordinate?"‍

Draft the rep-to-rep ask‍

Ask the AI to draft a short message to the right partner contact, grounded in the overlap data, with something you can offer back.

"Draft a rep-to-rep message to the partner contact at [Partner]. Keep it under 150 words and include what I can offer back."‍

Review and send‍

The AI never sends. You review every draft before it goes anywhere — then send directly, save to your email drafts, or log it in your co-sell workspace.

Make it repeatable

Use Crossbeam’s Co-Sell Copilot AI skill

The Co-Sell Copilot is a pre-built AI skill you can add to Claude that runs the full workflow above automatically — partner position scoring, play selection, draft quality checks, and recipient validation — without re-explaining the logic each time. Any rep can ask "who can help me win [Account]" and get a fully structured output back.

Download the Co-Sell Copilot skill: https://www.crossbeam.com/claude-skills/crossbeam-co-sell-copilot

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