CO SELL PLANS

Finally, co-selling that actually feels like teamwork

Create structured co-selling plans that both teams love using. Clear milestones, smart reminders, and real-time visibility mean everyone knows what's happening, and deals close faster because of it.

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THE PROBLEM

Co-selling shouldn't be this hard

You want to work together. Your partners want to work together. But without clear structure, deals stall, tasks get forgotten, and nobody knows who dropped the ball.

Misaligned Expectations

"Who's doing the demo?" "When's the proposal due?" Partners and vendors lose deals because nobody knows who owns what or when things need to happen.

Tasks Fall Through Cracks

Critical milestones get missed. Discovery calls don't happen. Stakeholder mapping never gets done. Deals stall because nobody's tracking dependencies.

Zero Accountability

When deals fail, nobody knows why. Was it the partner? Your team? Poor qualification? Without audit trails, you can't learn from losses or replicate wins.

THE SOLUTION

Co-selling with clarity, not chaos

From kickoff to close—structured plans that keep everyone aligned and moving forward together

Co-Sell Plans created automatically on deal approval

The moment you approve a deal registration, Airstride generates a complete Co-Sell Plan with 11 phases, assigned tasks, and due dates. No manual setup. No templates to copy. Just instant structure.

Standard 11-phase template from Kickoff to Post-Sale

Pre-assigned task owners based on deal participants

Smart due dates aligned to your average sales cycle

Visual Kanban boards show every task at a glance

Vendors and partners see the same real-time view of deal progress. Drag tasks between phases, spot overdue items instantly, and know exactly what's blocking momentum.

Visual Kanban boards show every task at a glance

Vendors and partners see the same real-time view of deal progress. Drag tasks between phases, spot overdue items instantly, and know exactly what's blocking momentum.

Visual Kanban boards show every task at a glance

Vendors and partners see the same real-time view of deal progress. Drag tasks between phases, spot overdue items instantly, and know exactly what's blocking momentum.

Color-coded status: Orange = Overdue, Red = Critical, Green = Complete

Drag-and-drop task management across phases

Shared visibility for vendor and partner teams

Assign tasks to anyone, track ownership clearly

Both vendor and partner users can assign tasks to team members or external stakeholders. Every task has a clear owner, due date, priority level, and status. No more confusion about who's responsible.

Assign tasks to anyone, track ownership clearly

Both vendor and partner users can assign tasks to team members or external stakeholders. Every task has a clear owner, due date, priority level, and status. No more confusion about who's responsible.

Assign tasks to anyone, track ownership clearly

Both vendor and partner users can assign tasks to team members or external stakeholders. Every task has a clear owner, due date, priority level, and status. No more confusion about who's responsible.

Assign to vendor users, partner users, or freeform external contacts

Edit due dates and priorities collaboratively

Status tracking: Not Started, In Progress, Complete, Blocked

AI guides you through every task with best practices

Click into any task and get contextual AI guidance showing exactly what to do next. Vendors can use AI to suggest entire task groups like "Add a trial," and Airstride generates Trial Setup, Mid-Trial Review, and Trial Close tasks automatically.

AI guides you through every task with best practices

Best-practice tips for each task (e.g., "Identify decision-makers")

AI-suggested task groups based on keywords

Contextual advice on deal progression and next steps

Customize Co-Sell Plans per partner or product

Not all partnerships are the same. Vendors can create custom plan templates for different partner types, products, or sales motions. Add phases, remove tasks, adjust timelines—then reuse templates across similar deals.