Co-Sell Platform Algorithm Examples¶
For Patent Application Support¶
Document Classification: Patent Sensitive - Worked Examples Version: 1.0 Date: December 2025
1. Example Partner Profiles¶
1.1 Partner A: SecureCloud Inc.¶
{
"company_id": "partner_001",
"company_name": "SecureCloud Inc.",
"industry": "security",
"company_size": "mid_market",
"target_markets": ["financial_services", "healthcare", "government"],
"product_categories": ["cloud_security", "compliance", "identity_management"],
"aws_partner_tier": "advanced",
"icp_definition": {
"company_size_range": [100, 2000],
"industries": ["financial_services", "healthcare", "insurance", "government"],
"technologies": ["AWS", "Kubernetes", "Terraform", "Docker"],
"geographic_regions": ["US_East", "US_West", "EU_West", "UK"],
"budget_range": [50000, 500000]
},
"product_description": "SecureCloud provides comprehensive cloud security posture management (CSPM) and compliance automation for enterprises. Our platform continuously monitors AWS environments for security misconfigurations, provides automated remediation, and generates compliance reports for SOC2, HIPAA, and PCI-DSS.",
"value_propositions": [
"Reduce cloud security incidents by 85%",
"Automate compliance reporting, saving 40 hours per audit",
"Real-time threat detection with 99.9% accuracy",
"Single pane of glass for multi-cloud security"
],
"brand_voice": {
"tone": ["professional", "authoritative", "trustworthy"],
"target_audience": {
"demographics": {
"roles": ["CISO", "Security Engineer", "Compliance Officer"],
"seniority": "senior"
},
"pain_points": [
"Keeping up with evolving compliance requirements",
"Visibility across multi-cloud environments",
"Alert fatigue from too many security tools",
"Proving security posture to auditors"
],
"goals": [
"Pass audits with minimal effort",
"Reduce security team workload",
"Prevent data breaches"
]
},
"messaging_guidelines": {
"do": [
"Cite specific compliance frameworks",
"Include customer success metrics",
"Reference industry analyst reports",
"Use precise technical terminology"
],
"avoid": [
"Fear-based messaging",
"Overly casual language",
"Unsubstantiated claims",
"Competitor bashing"
]
},
"keywords": ["CSPM", "compliance automation", "cloud security", "SOC2", "HIPAA", "zero trust"],
"differentiators": [
"Only CSPM with automated remediation",
"Built specifically for regulated industries",
"SOC2 Type II certified platform"
]
}
}
1.2 Partner B: DataOps Pro¶
{
"company_id": "partner_002",
"company_name": "DataOps Pro",
"industry": "data_analytics",
"company_size": "mid_market",
"target_markets": ["financial_services", "retail", "technology"],
"product_categories": ["data_integration", "etl", "data_quality"],
"aws_partner_tier": "advanced",
"icp_definition": {
"company_size_range": [200, 5000],
"industries": ["financial_services", "retail", "technology", "media"],
"technologies": ["AWS", "Snowflake", "Databricks", "dbt", "Airflow"],
"geographic_regions": ["US_East", "US_West", "EU_West", "Canada"],
"budget_range": [75000, 750000]
},
"product_description": "DataOps Pro is an enterprise data integration platform that automates the entire data pipeline lifecycle. We enable data teams to build, test, deploy, and monitor data pipelines 10x faster with built-in data quality checks, lineage tracking, and cost optimization for cloud data warehouses.",
"value_propositions": [
"Build data pipelines 10x faster with no-code interface",
"Reduce data warehouse costs by 40%",
"Ensure data quality with automated testing",
"Complete data lineage for regulatory compliance"
],
"brand_voice": {
"tone": ["innovative", "approachable", "expert"],
"target_audience": {
"demographics": {
"roles": ["Data Engineer", "Analytics Manager", "CDO"],
"seniority": "mid_to_senior"
},
"pain_points": [
"Slow data pipeline development cycles",
"Data quality issues causing bad decisions",
"Runaway cloud data warehouse costs",
"Lack of visibility into data lineage"
],
"goals": [
"Accelerate time to insights",
"Build trust in data",
"Optimize data infrastructure costs"
]
},
"messaging_guidelines": {
"do": [
"Use real customer examples",
"Include ROI calculations",
"Demonstrate product with visuals",
"Speak to both technical and business audiences"
],
"avoid": [
"Overly technical jargon without explanation",
"Generic data messaging",
"Ignoring the business impact"
]
},
"keywords": ["DataOps", "data pipeline", "data quality", "data lineage", "ETL", "cost optimization"],
"differentiators": [
"Only platform with built-in cost optimization",
"No-code AND code-first options",
"Native data quality framework"
]
}
}
1.3 Partner C: CloudScale Analytics (Competitor Example - Disqualified)¶
{
"company_id": "partner_003",
"company_name": "CloudScale Analytics",
"industry": "security",
"company_size": "enterprise",
"target_markets": ["financial_services", "healthcare"],
"product_categories": ["cloud_security", "threat_detection", "vulnerability_management"],
"aws_partner_tier": "premier",
"icp_definition": {
"company_size_range": [500, 10000],
"industries": ["financial_services", "healthcare", "government"],
"technologies": ["AWS", "Azure", "GCP", "Kubernetes"],
"geographic_regions": ["US_East", "US_West", "EU_West", "APAC"],
"budget_range": [100000, 2000000]
},
"product_description": "CloudScale Analytics provides enterprise cloud security and compliance management across multi-cloud environments. Our platform offers CSPM, CWPP, and CNAPP capabilities with AI-powered threat detection.",
"note": "This partner would be DISQUALIFIED as a match for SecureCloud Inc. due to direct product competition (both are CSPM providers)."
}
2. Example Scoring Tables¶
2.1 ICP Overlap Scoring: SecureCloud + DataOps Pro¶
| Dimension | SecureCloud | DataOps Pro | Calculation | Score |
|---|---|---|---|---|
| Company Size | [100-2000] | [200-5000] | Overlap: [200-2000] = 1800/4900 = 0.367 | 9.2 |
| Industries | {financial, healthcare, insurance, govt} | {financial, retail, tech, media} | Intersection: {financial} / Union: 7 = 0.143 | 4.3 |
| Geography | {US_E, US_W, EU_W, UK} | {US_E, US_W, EU_W, Canada} | Intersection: 3 / Union: 5 = 0.60 | 15.0 |
| Technologies | {AWS, K8s, Terraform, Docker} | {AWS, Snowflake, Databricks, dbt, Airflow} | Intersection: {AWS} / Union: 8 = 0.125 | 2.5 |
Dimension Weights: - Company Size: 0.25 - Industries: 0.30 - Geography: 0.25 - Technologies: 0.20
ICP Overlap Score Calculation:
Score = (9.2 × 0.25) + (4.3 × 0.30) + (15.0 × 0.25) + (2.5 × 0.20)
= 2.3 + 1.29 + 3.75 + 0.5
= 7.84 → Normalized to 31
Final ICP Overlap Score: 31/100
2.2 Product Complementarity Scoring: SecureCloud + DataOps Pro¶
| Factor | Analysis | Score |
|---|---|---|
| Category Overlap | {cloud_security, compliance, identity} ∩ {data_integration, etl, data_quality} = {} | 0.0 (No direct competition) |
| AI Complementarity Analysis | "Security for data pipelines + Data quality for compliance reporting = Strong synergy" | 85 |
| Integration Potential | "DataOps Pro data lineage feeds SecureCloud compliance reporting" | 78 |
| Customer Use Case Fit | "Shared financial services customers need both secure infrastructure AND quality data" | 82 |
Product Complementarity Calculation:
Competition Penalty = 1 - 0.0 = 1.0 (no penalty)
Weighted Score = (85 × 0.40) + (78 × 0.30) + (82 × 0.30)
= 34 + 23.4 + 24.6
= 82
Final = 82 × 1.0 = 82
Final Product Complementarity Score: 82/100
2.3 Market Alignment Scoring: SecureCloud + DataOps Pro¶
| Factor | SecureCloud | DataOps Pro | Score |
|---|---|---|---|
| Shared Target Markets | financial, healthcare, govt | financial, retail, tech | Intersection: {financial} → 13 |
| AWS Partner Tier | Advanced | Advanced | advanced-advanced → 25 |
| Company Size Match | mid_market | mid_market | Same size → 20 |
| Industry Ecosystem | security | data_analytics | Complementary → 10 |
Market Alignment Calculation:
Final Market Alignment Score: 68/100
2.4 Overall Match Score: SecureCloud + DataOps Pro¶
| Component | Score | Weight | Weighted |
|---|---|---|---|
| ICP Overlap | 31 | 0.35 | 10.85 |
| Product Complementarity | 82 | 0.40 | 32.80 |
| Market Alignment | 68 | 0.25 | 17.00 |
Overall Match Score: 61/100
Status: QUALIFIED - ICP Score (31) ≥ 20 ✓ - Product Score (82) > 0 ✓ - No disqualifying factors ✓
2.5 Disqualified Match Example: SecureCloud + CloudScale Analytics¶
| Component | Score | Notes |
|---|---|---|
| ICP Overlap | 72 | High overlap in target industries |
| Product Complementarity | 0 | Direct competition in CSPM |
| Market Alignment | 85 | Same tier, similar markets |
Overall Match Score: 0/100
Status: DISQUALIFIED - Reason: "Direct competitors - Product category overlap > 70%" - Both companies offer CSPM (Cloud Security Posture Management)
3. Example Merged Voice Output¶
3.1 Input: SecureCloud + DataOps Pro Brand Voices¶
SecureCloud Tone: [professional, authoritative, trustworthy] DataOps Pro Tone: [innovative, approachable, expert]
3.2 Merged Voice Output¶
{
"merged_voice": {
"harmonized_tone": ["professional", "innovative", "expert"],
"tone_calculation": {
"securecloud_average": 0.77,
"dataops_average": 0.47,
"merged_position": 0.62,
"selected_tones": "professional (0.7) + innovative (within range) + expert (shared)"
},
"shared_pain_points": [
"Proving compliance to auditors/regulators",
"Visibility across complex environments"
],
"combined_goals": [
"Pass audits with minimal effort",
"Reduce security team workload",
"Prevent data breaches",
"Accelerate time to insights",
"Build trust in data",
"Optimize infrastructure costs"
],
"messaging_guidelines": {
"do": [
"Cite specific compliance frameworks",
"Include customer success metrics",
"Reference industry analyst reports",
"Use precise technical terminology",
"Use real customer examples",
"Include ROI calculations",
"Demonstrate product with visuals",
"Speak to both technical and business audiences"
],
"avoid": [
"Fear-based messaging",
"Overly casual language",
"Unsubstantiated claims",
"Competitor bashing",
"Overly technical jargon without explanation",
"Generic messaging",
"Ignoring the business impact"
],
"conflicts_resolved": [
{
"conflict": "SecureCloud prefers formal tone, DataOps prefers approachable",
"resolution": "Use professional but accessible language - authoritative without being stiff"
}
]
},
"joint_value_propositions": [
"Secure, compliant data pipelines from source to insight",
"Complete visibility: know where your data comes from and that it's protected",
"Automate both data quality AND security compliance in one workflow",
"Reduce audit prep time by 60% with integrated lineage and security reporting"
],
"merged_keywords": [
"compliant data pipelines",
"secure DataOps",
"data lineage security",
"automated compliance",
"trusted data infrastructure"
],
"co_branding_guidelines": {
"company_mention_order": "DataOps Pro and SecureCloud",
"logo_placement": "equal",
"voice_balance": {
"securecloud": 0.5,
"dataops": 0.5
},
"attribution_format": "DataOps Pro and SecureCloud",
"joint_tagline": "Secure Data. Trusted Insights."
}
}
}
3.3 Example Co-Branded Content Using Merged Voice¶
Blog Post Title: "Building Compliant Data Pipelines: How Financial Services Firms Achieve Both Speed and Security"
Opening Paragraph (Merged Voice):
Financial services firms face a critical challenge: they need to move fast with data-driven insights while maintaining strict regulatory compliance. Traditional approaches force teams to choose between agility and security—but it doesn't have to be that way. By integrating DataOps Pro's automated data pipelines with SecureCloud's continuous compliance monitoring, leading firms are achieving both: 10x faster pipeline development AND 85% fewer security incidents.
Analysis of Merged Voice Application: - ✓ Professional but accessible (not stiff) - ✓ Specific metrics cited (10x, 85%) - ✓ Speaks to business outcome (speed AND security) - ✓ Targets shared audience (financial services) - ✓ Both products mentioned equally - ✓ Uses merged keywords (compliant, data pipelines, security)
4. Example Success Prediction Output¶
4.1 Input Features: SecureCloud + DataOps Pro¶
{
"match_quality_features": {
"icp_overlap": 31,
"product_complementarity": 82,
"market_alignment": 68
},
"partner_characteristics": {
"partner_a_tier": "advanced",
"partner_b_tier": "advanced",
"size_difference": 0
},
"historical_signals": {
"partner_a_previous_cosells": 3,
"partner_b_previous_cosells": 5
},
"industry_factors": {
"industry_complementarity": true,
"same_primary_market": true
}
}
4.2 Heuristic Calculation (No ML Model)¶
Base probability: 0.30
Adjustments:
+ ICP overlap > 70? NO → +0.00
+ Product fit > 80? YES → +0.20
+ Market align > 75? NO → +0.00
+ Industry complement? YES → +0.10
+ Both experienced? YES (3+5=8 > 6) → +0.15
Running total: 0.30 + 0.20 + 0.10 + 0.15 = 0.75
Final (capped at 0.95): 0.75
4.3 Confidence Calculation¶
Data completeness:
- Available features: 10/10 = 1.0
Historical depth:
- Combined cosells: 3 + 5 = 8
- Depth score: MIN(8, 10) / 10 = 0.8
Confidence = (0.5 × 1.0) + (0.5 × 0.8) = 0.90
4.4 Full Prediction Output¶
{
"success_prediction": {
"success_probability": 0.75,
"confidence": 0.90,
"interpretation": "High likelihood of successful partnership with high confidence",
"contributing_factors": [
{
"factor": "product_complementarity",
"value": 82,
"impact": "high",
"explanation": "Strong product synergy - security + data pipelines serve same customers"
},
{
"factor": "combined_experience",
"value": 8,
"impact": "high",
"explanation": "Both partners have successful co-sell history"
},
{
"factor": "industry_complementarity",
"value": true,
"impact": "medium",
"explanation": "Security and data analytics naturally pair in regulated industries"
},
{
"factor": "market_alignment",
"value": 68,
"impact": "medium",
"explanation": "Shared focus on financial services, same AWS tier"
},
{
"factor": "size_match",
"value": 0,
"impact": "positive",
"explanation": "Same company size reduces power imbalance"
}
],
"risk_factors": [
{
"risk": "Limited ICP overlap",
"severity": "medium",
"value": 31,
"mitigation": "Focus campaigns on financial services (shared market)"
},
{
"risk": "Technology stack divergence",
"severity": "low",
"value": "AWS is only shared tech",
"mitigation": "Both AWS partners - leverage AWS ecosystem"
}
],
"recommendations": [
"Start with financial services-focused campaign",
"Create joint solution brief for compliance use case",
"Leverage both partners' AWS Advanced status for marketplace visibility"
]
}
}
5. Example Campaign Content Calendar¶
5.1 4-Week Joint Product Launch Campaign¶
Campaign: "Secure DataOps for Financial Services" Partners: SecureCloud + DataOps Pro Duration: 4 weeks
| Week | Day | Asset Type | Title | Owner | Channels |
|---|---|---|---|---|---|
| 1 | Mon | Blog Post | "Why Financial Services Need Integrated Data Security" | SecureCloud | Both blogs |
| 1 | Wed | Teaser graphic + key stat | Both | ||
| 1 | Fri | "Introducing Secure DataOps" announcement | Both | Partner lists | |
| 2 | Tue | Case Study | "How [Customer] Achieved SOC2 Compliance 50% Faster" | DataOps Pro | Both sites |
| 2 | Thu | Case study highlight quote | Both | ||
| 2 | Sat | Webinar Promo | Registration invite for Week 3 webinar | Both | Email + social |
| 3 | Wed | Webinar | Live demo: "Secure, Compliant Data Pipelines in Action" | Both | Zoom |
| 3 | Fri | Webinar replay announcement + key takeaways | Both | ||
| 4 | Mon | Blog Post | "5 Ways to Reduce Compliance Audit Prep Time" | DataOps Pro | Both blogs |
| 4 | Wed | Sales Deck | Joint solution presentation for sales teams | Both | Internal |
| 4 | Fri | Campaign recap + CTA for demo | Both | Partner lists |
5.2 Asset Approval Status Example¶
{
"asset_id": "asset_001",
"asset_type": "blog_post",
"title": "Why Financial Services Need Integrated Data Security",
"status": "approved",
"approval_history": [
{
"timestamp": "2025-01-10T09:00:00Z",
"action": "submitted",
"by": "system"
},
{
"timestamp": "2025-01-10T14:30:00Z",
"action": "changes_requested",
"by": "SecureCloud",
"comment": "Please add SOC2 compliance mention in paragraph 3"
},
{
"timestamp": "2025-01-10T16:00:00Z",
"action": "revision_submitted",
"by": "system"
},
{
"timestamp": "2025-01-11T10:00:00Z",
"action": "approved",
"by": "SecureCloud"
},
{
"timestamp": "2025-01-11T11:30:00Z",
"action": "approved",
"by": "DataOps Pro"
}
],
"ready_for_publishing": true,
"scheduled_publish": "2025-01-15T09:00:00Z"
}
6. UTM Tracking Parameters Example¶
6.1 Campaign Tracking Setup¶
{
"campaign_id": "cosell_securecloud_dataops_q1_2025",
"tracking_parameters": {
"base_params": {
"utm_campaign": "secure_dataops_launch",
"utm_term": "financial_services"
},
"partner_specific": {
"securecloud_channel": {
"utm_source": "securecloud",
"utm_medium": "partner_blog"
},
"dataops_channel": {
"utm_source": "dataops_pro",
"utm_medium": "partner_blog"
}
},
"asset_specific": {
"blog_post_1": {
"utm_content": "blog_integrated_security"
},
"linkedin_teaser": {
"utm_content": "linkedin_teaser_stat"
},
"webinar_reg": {
"utm_content": "webinar_registration"
}
}
},
"example_tracked_urls": {
"securecloud_blog_link": "https://dataops.pro/demo?utm_source=securecloud&utm_medium=partner_blog&utm_campaign=secure_dataops_launch&utm_content=blog_integrated_security&utm_term=financial_services",
"dataops_blog_link": "https://securecloud.io/demo?utm_source=dataops_pro&utm_medium=partner_blog&utm_campaign=secure_dataops_launch&utm_content=blog_integrated_security&utm_term=financial_services"
}
}
Document Version: 1.0 For Patent Application Support Confidential - Worked Examples