Deal Coaching

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 - and it reaches out on its own at the moments that matter.

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The problem it solves

Partners stall on deals because they are not your sales team:

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Impact

You cannot put a partner development manager on every deal, and partners know it. A coach that arrives with the right play is how a small team feels like attentive coverage.

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See it work

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How it works

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. Coaches can also check in proactively. With workflow triggers, a coach reaches out to the partner at key moments in a deal, a set number of days after it is created, before or after its close date, or once it has sat too long in one stage, so the guidance arrives without the partner having to open anything. 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.

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Run it from your AI assistant

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Going deeper

Works with