Microsoft Partnership Playbooks

Six Stages. One Proven Path.

You’re not alone—each stage of the Microsoft journey brings its own challenges. These playbooks break it down step by step so you can move forward with clarity and confidence.

Stage 0: New Microsoft Partner

Everything is new—tools, programs, terminology—and it’s hard to know where to start. The playbook walks you through:

Establish a strong foundation
Enroll in partner programs

Stage 1: Activating

You’ve listed your solution, but it’s not transactable yet—and without that, you’re stuck. The playbook helps you:

Complete technical setup for transactable status
Align your team with Co-sell program requirements

Stage 2: Monetizing

You’re transactable but haven’t seen much traction. The playbook gives you:

Tactical steps to make your first sale
Guidance to unlock Marketplace incentives

Stage 3: Prioritizing

You’ve made a sale, but Microsoft still isn’t engaging. The playbook helps you:

Build your partnership strategy
Share referrals and gain Microsoft visibility

Stage 4: Optimizing

You’ve got momentum—but it’s inconsistent and hard to scale. The playbook supports you in:

Building repeatable co-sell motions
Engaging with Microsoft teams more strategically

Stage 5: Scaling

You’ve proven your value—now it’s time to grow fast. The playbook shows you how to:

Deepen Microsoft relationships
Position your solution for long-term partnership success

let's map your next move

Get Your Microsoft Playbook

Six Stages. One Proven Path.

Get Your Microsoft Partnership Playbook