You cannot put a partner development manager on every deal, but you can put a coach. Deal coaching gives partners segment-specific guidance on every deal - what to do at each stage, how to handle objections, and which content to use.
What it does
Deal coaching is a set of playbooks that guide partners through deals. You build a coach scoped to a pipeline and to specific deals, partners, or segments, and define its content: instructions for each stage, objection handling, enablement assets to surface, and rules of engagement. When a partner works a matching deal, the coaching appears right on the deal record and through the partner support agent when they ask “what should I do here?”. AI helps you build the playbook quickly when you create a coach, generating a first draft you refine. Because coaches are scoped by pipeline, deal, partner, and segment, each partner gets advice that fits their motion, referral, co-selling, or reselling, rather than generic tips.The problem it solves
Partners stall on deals because they are not your sales team:- Partners lack deal know-how → Stage instructions guide them step by step.
- Objections go unhandled → Objection handling equips them with responses.
- The right content is hard to find → Enablement assets surface on the deal.
- Coaching does not scale → Every matching deal gets coached automatically.
From problem to solution
Deal coaching scales your best sales guidance across every partner deal. Build playbooks once, scope them to the right motions, and partners get expert, contextual advice on the deal and through the agent, lifting win rates without adding headcount.Use cases
Coach every deal
Guidance on each partner deal.
Handle objections
Equip partners for pushback.
Surface enablement
Put the right content in reach.
Fit each motion
Scope coaching by segment and pipeline.
Impact
- AI-native - AI drafts playbooks and surfaces coaching in context.
- CRM-native - Coaching attaches to deals in your CRM.
Who it’s for
Partner Operations
Builds and scopes coaching playbooks.
Sales Leadership
Defines the guidance partners receive.
Works with
Shared Pipelines
Coach partners on deals in the shared pipeline.
Headless
Going deeper
How to
Setup, configuration, and all how-to guides.
API reference
Integration surface and code.