crossbeam-co-sell-copilot

Finds the best-positioned partner for a deal and drafts rep-to-rep co-sell outreach.

Updated Jun 26, 2026
One-click install
npx skills add https://github.com/getcrossbeam/crossbeam-claude-skills --skill crossbeam-co-sell-copilot-getcrossbeam
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: crossbeam-co-sell-copilot
Source: https://github.com/getcrossbeam/crossbeam-claude-skills/tree/main/skills/crossbeam-co-sell-copilot
Command: npx skills add https://github.com/getcrossbeam/crossbeam-claude-skills --skill crossbeam-co-sell-copilot-getcrossbeam

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve? Reps often know a partner could help win, unblock, or break into an account but lack a systematic way to find which partner is best positioned, what specific play to run, and how to ask. This Skill turns Crossbeam partner overlap data into a concrete co-sell action: the right partner, the right contact, the right play, and a drafted ask. ## Core Features & Use Cases - Partner Position Scoring: Ranks partners on an account using Crossbeam signals (recent wins, long-term relationships, missing contacts) and scores strength across win-direction, altitude, and incremental coverage. - Play Classification: Selects one play per account — multi-thread intro, backchannel vouch, voucher for urgency, joint-deal coordination, marketplace co-sell, or no-partner-attached — and reports accounts below the strength floor instead of drafting. - Drafted Outreach with Reciprocity: Writes a 90-140 word rep-to-rep ask that includes a reciprocal give, passes a de-AI style gate, and delivers as email drafts or copy-ready text after recipient confirmation. - Use Case: A rep asks "who can help me win Acme Corp?" The Skill resolves the account, finds a partner holding an economic buyer contact not in the rep's CRM, classifies a multi-thread play, and drafts an intro request offering reciprocal influence on one of the partner's target accounts. ## Quick Start Ask your AI assistant: who can help me win the open deal at [Account Name]?

Frequently Asked Questions about crossbeam-co-sell-copilot

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I find a partner to help win a stalled deal?

Name the account or describe a pipeline filter like deals stuck in stage 3. The Skill queries Crossbeam for partners positioned on each account, scores their strength from signals like recent wins and missing contacts, classifies a play, and drafts a rep-to-rep ask.

What co-sell plays does this Skill support?

It classifies one play per account: multi-thread intro, backchannel vouch, partner voucher for urgency, joint-deal coordination, hyperscaler marketplace co-sell, or surfacing candidates when no partner is attached. Accounts with no incremental partner value are reported, not drafted.

Does the Crossbeam co-sell skill send emails automatically?

No. It is read-only and draft-only. After you confirm the recipient summary, it creates drafts in Gmail or Outlook if a connector exists, or delivers copy-ready text. Sending, logging, and tracking always happen in your own tools.

Can I use this Skill without a CRM connected?

Yes, for named accounts. The Crossbeam find tools fuzzy-match account names and return candidates to disambiguate. However, pipeline filters like open enterprise deals require a CRM or warehouse; without one you must name or paste the deals.

Why does the Skill refuse to draft a message to my prospect?

The recipient is always the partner rep who owns the relationship, never the prospect or the partner contact inside the account. A draft addressed to the account is treated as a hard failure, and the Skill redirects the request to a rep-to-rep ask instead.

What happens when no partner data exists for an account?

The Skill reports the account as not shared by the partner rather than claiming no overlap, since partners control data visibility. It never invents partner positions, contacts, or deal stages to satisfy a request.