Partner Pipeline: Build an AI-Powered Channel Co-Sell Engine

Most tech advisors treat partners as sporadic referrals instead of a predictable growth channel. In this episode Bob interviews a channel-ops leader who built an AI-driven co-sell engine that discovers complementary partners, scores fit and intent, automates outreach and follow-up, and handles deal handoffs and revenue-share workflows. You’ll get a concrete, step-by-step playbook you can implement in 30/60/90 days: how to identify high-opportunity partner types, lightweight datasets and signals to score fit, templates and automation flows that book joint meetings, and simple tracking to ensure commissions and referrals are captured. This episode teaches a real system, solves the common “partners go dark” problem, and gives actionable templates and a quick implementation checklist so solo advisors and small teams can start co-selling without new headcount.