Notes on tech partnerships, revenue, and relationships.
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Attribution models for co-sell and integrations
How to pick an attribution model for co-sell and integrations: first-touch, multi-touch, sourced, and influenced, without inflating pipeline.
Read →Setting partnership targets for seed to Series B
How to set partnership targets from seed to Series B: capacity math, stage-appropriate goals, and leading indicators you can steer by.
Read →Building a partnerships dashboard execs trust
How to build a partnerships dashboard executives will actually use. The few numbers they want, sourced vs influenced definitions that hold up, and a layout finance can trace.
Read →Integrations for the productivity ecosystem (Notion, Figma, and friends)
An independent overview of integrations across the productivity ecosystem. Patterns and opportunities in docs, design, chat, and tasks. Category examples only, not claimed partnerships.
Read →When to sunset a partnership: the data signals
When to sunset a technology partnership. Adoption flatline, API deprecation, and strategic drift, plus a clean-exit checklist so you leave without burning the relationship or the customers.
Read →Integration strategy for vertical SaaS (fintech, health, legal)
How integration strategy changes for vertical SaaS. Fintech, health, and legal each have different ecosystems, compliance costs, and first-build priorities. An independent guide, not a program document.
Read →Where NOT to use AI in partnerships
Where AI does not belong in partnerships work: relationship judgment, negotiation, unreviewed external sends, and sensitive partner or customer data.
Read →AI note-taking and follow-up for partner calls
How to use AI note-taking on partner calls: capture with consent, extract actions, sync to the CRM through a review gate, and draft follow-ups a human still sends.
Read →Drafting integration code with AI: a safe workflow
A safe workflow for drafting integration code with AI: prototype, senior review, tests, then ship, plus what you should never auto-merge.
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