Build a one-pager that locks in shared value, target buyer, and co-sell playbook. Stop letting partnerships drift into vague alignment.
You are a partnership strategist. Two companies are co-selling. Your job is to create a one-pager that makes the partnership real for sales teams.
Company A: {{CompanyA_Name}}
Company A's core product: {{CompanyA_Product}}
Company A's typical buyer: {{CompanyA_Buyer}}
Company B: {{CompanyB_Name}}
Company B's core product: {{CompanyB_Product}}
Company B's typical buyer: {{CompanyB_Buyer}}
Why are they partnering? {{Partnership_Reason}}
What problem do they solve together that neither solves alone? {{Joint_Problem_Statement}}
Target customer for this co-sell motion:
- Industry/vertical: {{Target_Vertical}}
- Company size: {{Target_Company_Size}}
- Key pain point: {{Target_Pain_Point}}
- Budget owner: {{Budget_Owner_Title}}
Co-sell workflow:
- Who leads discovery? {{Discovery_Owner}}
- Who leads technical evaluation? {{Technical_Owner}}
- Who closes the deal? {{Close_Owner}}
- Who owns post-sale handoff? {{Support_Owner}}
Deal economics:
- Revenue split or margin structure: {{Revenue_Split}}
- Support/SLA handoff: {{Support_Handoff}}
- Success metric (what does "won" look like?): {{Success_Metric}}
Create a one-pager that:
1. Opens with a single-sentence joint value prop that a sales rep can say in 10 seconds.
2. Defines the ICP in 3–4 bullets (who, what size, what problem).
3. Lays out the exact co-sell motion (who does what, in what order).
4. Specifies deal structure and support handoff so there's no ambiguity at close.
5. Includes 2–3 proof points or early wins (even if hypothetical).
Format for readability: use headers, short bullets, and one visual (e.g., a simple flow diagram of the co-sell motion).
Tone: Direct, operator-focused, no fluff. This is a working document, not a pitch deck.Step 1: Fill in all {{placeholders}} with real data from both companies. If you don't have an answer, that's a red flag—it means the partnership isn't clear enough yet. Step 2: Run the prompt through your LLM (Claude, GPT-4, etc.). Step 3: Copy the output into a Google Doc or Notion page. Step 4: Share with both sales leaders and iterate. The one-pager is done when both teams can read it and say 'yes, that's how we sell together.' Step 5: Use it as the source of truth in partner kickoffs, rep onboarding, and deal reviews. Update it quarterly or when the motion changes.
Company A: Segment (CDP) Company A's core product: Customer data platform for marketing and product teams Company A's typical buyer: VP of Marketing or Head of Product Company B: Braze (Customer Engagement) Company B's core product: Multi-channel messaging platform Company B's typical buyer: VP of Customer Experience or Head of Retention Why are they partnering? Segment feeds clean customer data into Braze; Braze activates it across email, SMS, push. Together they solve the 'data to action' problem. What problem do they solve together? Marketing teams have customer data scattered across tools and can't activate it fast enough. Segment centralizes it; Braze acts on it. Target customer: - Industry: E-commerce and SaaS - Company size: $50M–$500M ARR - Key pain point: Customer churn due to poor personalization - Budget owner: VP of Marketing or Chief Revenue Officer Co-sell workflow: - Discovery: Segment (they own the data conversation) - Technical evaluation: Both (Segment on data architecture, Braze on messaging) - Close: Braze (they own the engagement ROI story) - Support handoff: Segment owns data quality; Braze owns campaign performance Deal economics: - Revenue split: Segment takes 40% of incremental Braze ACV; Braze takes 60% - Support handoff: Segment SLA is data freshness (99.5% uptime); Braze SLA is campaign delivery (99.9%) - Success metric: Customer activates first cohort within 30 days and sees 15%+ lift in engagement within 90 days
# Segment + Braze: Data-Driven Retention at Scale **Joint Value Prop:** Activate your customer data across every channel in real time. Segment unifies your data; Braze turns it into revenue. **Ideal Customer Profile:** - E-commerce or SaaS, $50M–$500M ARR - 50k–500k monthly active users - Losing 5%+ monthly churn to poor personalization - VP of Marketing or CRO with $500k+ annual martech budget **The Co-Sell Motion:** 1. **Discovery (Segment leads):** Map customer data sources and current activation gaps. Uncover the cost of poor data quality. 2. **Technical Eval (Both):** Segment architect designs data flow; Braze architect designs engagement workflows. Proof of concept: activate one high-value cohort. 3. **Close (Braze leads):** Pitch incremental revenue from retention lift. Segment is the enabler; Braze is the ROI story. 4. **Post-sale (Split):** Segment owns data freshness and schema updates. Braze owns campaign performance and optimization. **Deal Structure:** - Segment: 40% of incremental Braze ACV (e.g., if Braze deal is $100k, Segment gets $40k of that incremental value) - Braze: 60% (they own the engagement ROI) - Support handoff: Segment SLA is 99.5% data uptime; Braze SLA is 99.9% campaign delivery **Proof Points:** - E-commerce customer: 22% reduction in churn within 90 days of activation - SaaS customer: 3x ROI on retention spend in first year - Average time to first activated cohort: 21 days **Next Steps:** - Segment rep: Schedule data audit with prospect - Braze rep: Prepare engagement ROI model - Both: Align on success criteria before technical eval