Generate a channel sales pipeline for partner managers running co-sell motions. Taskade Genesis builds a workspace tracking joint deals, managing partner tiers, and ranking partners by contribution with an AI agent.
What's Included
- Joint Deal Pipeline: Co-sell deals tracked separately from direct deals
- Partner Database: Tier, contract terms, sales contacts, YTD contribution
- Partner Performance Agent: Ranks partners by contribution, velocity, close rate
- Co-Marketing Tracker: Joint campaigns, asset development, QBRs
- Enablement Library: Battle cards, demo scripts by partner type
Why Generate a Channel Pipeline?
- Top partners get more attention: Performance ranking drives time allocation
- Co-sell deals don't get lost: Separate tracking with proper attribution
- Enablement that's findable: Battle cards live next to partner records
How to Use
- Open your Taskade workspace and click "+ New project"
- Choose "AI Project Studio" and prompt: "Generate channel pipeline for a SaaS with 30 reseller partners across 4 tiers"
- Customize the project — import partner roster
- Connect Salesforce or your CRM
- Set up automation triggers for QBRs and tier reviews
Pair with the Channel Sales Pipeline Template. Browse channel apps in the Community Gallery.