Build a partner account map for co-selling

<context>
I'm setting up a co-selling motion with a partner. Before we start, I want to map which of our target accounts overlap with their target accounts — so we can identify where to co-sell, where I have relationships they can leverage, and where they have relationships I can benefit from.

My partner mapping:
- Partner company: [PARTNER NAME]
- My target account list: [PASTE COMPANY NAMES OR DOMAINS — one per line]
- Partner's target account list: [PASTE COMPANY NAMES OR DOMAINS — or "ask partner to share"]
- What I sell: [PRODUCT / SOLUTION]
- What the partner sells: [PARTNER PRODUCT / SOLUTION]
- Target function at overlapping accounts: [e.g. "Sales, RevOps, IT"]
- Slack channel: [CHANNEL NAME OR "skip"]
</context>

<task>
1. Compare the two account lists and identify overlapping accounts:
   - Which companies appear on both lists?
   - Which appear on my list only?
   - Which appear on the partner's list only?

2. For every overlapping account, use Lusha to:
   - Validate the company — current headcount, industry, signal in the last 30 days
   - Find the most senior verified contact in the target function
   - Check Gmail for active deal or prior contact at this account

3. Classify each overlapping account:
   - WE HAVE A RELATIONSHIP: I have prior contact or active deal — I introduce the partner
   - PARTNER HAS A RELATIONSHIP: partner is on the account, I have no prior contact —
     partner introduces me
   - BOTH ACTIVE: both have relationships — coordinate before reaching out
   - NEITHER ACTIVE: overlapping ICP, no prior relationship — joint outreach opportunity

4. For my-list-only accounts:
   - Flag the top 5 where the partner's product would be complementary
   - These are accounts where I can offer a warm intro to the partner

5. Build the partner account map:
   ## Overlap summary
   ## Priority co-sell accounts (top 10, sorted by signal + ACV potential)
   ## My accounts — where partner can help
   ## Partner's accounts — where I can add value
   ## Joint opportunity accounts

6. Post overlap summary to Slack if channel specified.
</task>

<constraints>
- BOTH ACTIVE classification requires coordination before any outreach — flag prominently.
- Verified contacts only from Lusha.
- Priority co-sell list limited to top 10 — quality over quantity.
- Partner account list may be manually provided — don't assume Lusha has it.
</constraints>

The situation: A channel sales manager is setting up a co-selling motion with a technology integration partner. Both companies sell into RevOps and Sales Operations at mid-market SaaS.

Overlap summary

My list: 12 accounts · Partner’s list: 10 accounts · Overlapping: 5 accounts

We have a relationship: 2 · Partner has a relationship: 1 · Both active: 1 · Neither active: 1

Priority co-sell accounts

1. Dunmore Analytics · 580 employees · Signal: Series B 18 days ago

Classification: WE HAVE A RELATIONSHIP Our contact: T.K., VP of Sales ✓ — active pipeline, Proposal stage Partner’s contact: none confirmed

Action: We introduce the partner to T.K. The Series B timing makes both products relevant — the conversation is natural. Coordinate with partner on sequencing before the next call.

2. Crestline Software · 340 employees · Signal: Hiring surge +22%

Classification: BOTH ACTIVE — coordinate before outreach

Our contact: R.V., VP RevOps ✓ — active deal, Discovery stage Partner’s contact: confirmed via partner

⚠ Both sides have an active thread at Crestline. Do not reach out independently. Schedule a co-sell sync with the partner this week to agree on a joint approach before either side sends another email.

3. Ashford Platforms · 420 employees · No signal

Classification: PARTNER HAS A RELATIONSHIP Our contact: no prior contact confirmed via Gmail Partner’s contact: confirmed at Director level

Action: Partner introduces us to Ashford. Provide the partner with our value proposition for Sales Operations teams at Ashford’s size — let the partner make the intro.

4. Halcyon Data · 470 employees · No signal

Classification: NEITHER ACTIVE — joint outreach opportunity Most senior contact via Lusha: S.P., VP RevOps ✓

Action: Joint cold outreach. Lead with the combined integration story — “we work together and both products are relevant to your RevOps stack.”

5. Greenway Cloud · 510 employees · No signal

Classification: WE HAVE A RELATIONSHIP Our contact: J.A., SVP Sales ✓ — prior outreach, no active deal Action: We introduce the partner to J.A. Re-engage the thread with a reason to reconnect — the partnership and integration story is the angle.

My accounts where partner can help

Top 5 from my list where the partner’s product is complementary:

Briarway SaaS · Elmont Systems · Falcrest Tech · Meridian Analytics · Vantage Enablement

All five have our primary contact verified. Offer warm intros to the partner for each.

Joint opportunity accounts

Halcyon Data — neither side has a relationship. Signal: none. Approach jointly — combined integration message is the opening angle.

Illustrative example — fictional company names used. Run with your own account lists to see live results.