Partner & Channel workflows — Phoenix GTM Marketplace

Workflows for partner & channel, ready to launch in Claude, ChatGPT, or Phoenix Playground.

By role

By GTM challenge

Required MCP servers

Deal Registration Context Brief

When a partner registers a deal, get the account context fast — fit, footprint, in-market signal — so you approve, prioritize, or question the registration with data.

Partner & ChannelDeal executionAccount research1 MCP server

Co-Sell Target Shortlist

Build a co-sell shortlist where your fit and the partner's footprint and live intent all line up — the accounts a joint motion can actually win.

Partner & ChannelTAM & whitespaceAccount research1 MCP server

Partner Tech-Overlap Finder

Find where your product and a partner's are installed together — the joint install base that's already proof the integration matters.

Partner & ChannelAccount researchcompetitive_positioning1 MCP server

Co-Marketing Account List

Build the joint target list for a co-marketing campaign — accounts where you and your partner both have a reason to show up and the buyer's in-market.

Partner & ChannelDemand Gencampaign_planning1 MCP server

Channel Whitespace Map

Map where your channel partners have coverage and where they don't — the segments and regions with whitespace no partner is working.

Partner & ChannelTAM & whitespaceICP & segmentation1 MCP server

Partner Enablement Account Brief

Arm a partner's reps with an account brief they can actually sell from — the account's stack, pain, and in-market signals, framed for the joint offer.

Partner & ChannelAccount researchAccount Executive1 MCP server

Partner Recruitment Targeting

Find the right partners to recruit — firms whose footprint covers the segment you're weak in, with the capabilities your motion needs.

Partner & ChannelAccount researchTAM & whitespace1 MCP server

Alliance QBR Readout

Prep the alliance QBR with a data-grounded readout — joint footprint growth, the co-sell pipeline's account quality, and the whitespace for next quarter.

Partner & ChannelAccount researchexec_account_review1 MCP server

Partner Account Mapping

Map the overlap between your target accounts and a partner's footprint — where they already have a relationship you can co-sell into.

Partner & ChannelAccount researchTAM & whitespace1 MCP server

Partner Competitive Overlap

Check whether a prospective partner also sells your competitor — the channel-conflict risk that sinks alliances, surfaced before you sign.

Partner & Channelcompetitive_positioningAccount research1 MCP server

Marketplace Cloud Co-Sell Finder

Find the accounts with heavy cloud spend and committed-spend budgets to draw down — the marketplace co-sell targets where a cloud-funded deal closes faster.

Partner & ChannelTAM & whitespaceAccount research1 MCP server