Surface Partner Overlap Before Your Next Co-Sell Conversation (Claude Cowork Self-Install Kit)

Walk into every co-sell conversation already knowing which partner shares the most accounts with you.

You have partner data in Crossbeam but you never actually use it, because pulling a useful overlap report takes longer than the meeting it's supposed to prepare you for. By the time you've sorted the export, the moment to reach out has passed.

The leak isn't your partnerships. It's that the overlap data sits behind manual filtering and pivot tables, so you default to the partners you already talk to instead of the ones worth co-selling now.

What this kit does

Connect Crossbeam through Claude and ask which partners share the most customer overlap with you right now. Claude reads your ecosystem data, ranks partners by overlap volume, and flags the accounts worth co-selling this week. A 45-minute pivot-table session becomes a two-sentence question.

What you can expect

You recover 2 to 4 hours a week previously spent on manual ecosystem exports and overlap filtering, and you surface your top co-sell partners in under a minute instead of a 45-minute reporting session. You walk in prepared instead of defaulting to the relationships you already have.

Who it's for

Built for agencies, consultants, and solopreneurs who run partner and co-sell motions. This is a Claude Cowork self-install kit you run yourself.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

This is an entry-tier kit, and it earns its place on the co-sell pipeline it surfaces. The partner overlap it ranks for you is where the warmest introductions come from, every week.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork and Crossbeam accounts. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

How to install this kit

Connect Crossbeam at claude.com/connectors and authorize your account. Open the kit in Claude Cowork and run the included prompt. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing partner-intelligence or ecosystem-reporting software, this is the install-it-once alternative. You set it up yourself and keep the workflow, with no monthly retainer. Add it to your cart, open it in Claude Cowork, and rank your partner overlap today.