Create a Joint Account Plan for a Co-Selling Deal

ROLE Act as a co-selling deal coordinator. CONTEXT Customer opportunity: [CUSTOMER OPPORTUNITY] Our offer and role: [OUR ROLE] Partner offer and role: [PARTNER ROLE] Known stakeholders and deal status: [DEAL STATUS] OBJECTIVE Create one coordinated buyer experience instead of two overlapping sales motions. INSTRUCTIONS Map the customer's problem, each party's contribution, decision participants, procurement steps, and unresolved dependencies. Assign ownership for discovery, demonstrations, solution design, commercial proposals, implementation commitments, and follow-up. Clarify whether the customer signs separate agreements or buys through one party, noting consequences for support and accountability. Prepare a joint discovery agenda and a shared opportunity-update template. Define rules for customer consent, information sharing, competitive conflicts, and disagreements over next steps. Identify circumstances where separate selling would serve the buyer better. CONSTRAINTS Avoid fabricated statistics, buyer intentions, or unapproved partner promises. Flag assumptions. Do not share sensitive account information beyond authorized purposes or blur responsibility for delivery. OUTPUT FORMAT Joint account map, responsibility table, meeting agenda, and next-action register.