Skip to content
NewSee how Coselly compares with spreadsheets and CRM partner objects.Read the comparison
Coselly
Book a demo

Guide and worksheet

How to score a partner

Answer seven quick questions and get a verdict on one partner: invest, build or watch. The math is there if you want it, and nothing you pick is saved.

Book a demo Start scoring

Score a partner in 30 seconds.

Every question starts on a typical new partner. Change only what you know is different.

Customers you have in common
How alike are your markets?
Other partners you both work with
Deals you have worked together
Events or campaigns together
Pipeline they could open this year
Pipeline they have already sent you

This partner

Watch12/100

Not much to go on yet. Keep in touch, and score again when something changes.

  • Strategic fit16
  • ICP overlap15
  • Readiness5
See how it’s scored

Each answer stands for a number inside its range. Each number is scored out of 100 against a cap, multiplied by its weight, and added up. The verdict is the average of the three scores: Invest from 50, Build from 15.

Strategic fit: 16

  • Common customers × 20%+2.0
  • Common partners × 20%+2.0
  • Common industries × 15%+4.5
  • Common verticals × 15%+3.8
  • Shared customers × 15%+0.0
  • Pipeline potential × 15%+3.8

ICP overlap: 15

  • Common industries × 25%+7.5
  • Common verticals × 25%+6.3
  • Shared customers × 20%+0.0
  • Shared opportunities × 15%+0.0
  • Common customers × 15%+1.5

Readiness: 5

  • Shared opportunities × 25%+0.0
  • Shared events × 20%+0.0
  • Pipeline potential × 15%+3.8
  • Sourced pipeline × 15%+0.0
  • Common partners × 10%+1.0
  • Shared customers × 15%+0.0

Runs in your browser. Nothing you pick is stored or sent.

Behind the worksheet

A score you can explain beats a smarter one you can’t.

  1. 01

    Count, don’t guess

    Customers in common, deals worked together, pipeline sent. Not a gut call.

  2. 02

    Cap every input

    Decide what counts as full marks, so one giant partner can’t flatten the rest.

  3. 03

    Weights add up to 100%

    Written down where the team can see them, before the tiering conversation.

  4. 04

    Records apart from estimates

    A shared deal is a fact; “similar market” is a judgment. Label which is which.

  5. 05

    Version the formula

    Every score says which rules produced it, so last quarter still makes sense.

FAQ

What makes a good partner score?

One you can explain in a sentence: inputs you can count, a cap on each, weights that add up to 100% and are written down, and a version on every score.

Why three scores instead of one?

They answer different questions. Strategic fit asks whether a partner is worth building with, ICP overlap whether they sell to the customers you want, and readiness whether you can sell together this quarter. A partner can be high on one and low on another, and that is useful to see.

Where do these caps and weights come from?

They are Coselly’s defaults (scoring version v1). In Coselly a team can set its own weights, and every stored score records which version produced it.

Is anything I pick in the worksheet saved?

No. The worksheet runs in your browser. Nothing you pick is stored or sent.

Can AI set a partner’s score?

Not in Coselly. Scores come from fixed rules. AI can suggest values for the overlap inputs, with a reason for each, and nothing changes until a person accepts them.

See it run on your own partners.

A 30-minute walkthrough on your program, then your workspace set up with you.

Book a demo