For Ipsen, aligning with a partner on data-driven success criteria is not a post-deal task but a prerequisite for signing. If the parties cannot agree upfront on what defines success for a program, they will not proceed with the partnership, ensuring discipline and preventing future misalignments.

Move beyond surface-level discovery questions. Asking 'What do you value most in a partner?' forces prospects to articulate their core needs for a relationship (e.g., responsiveness, consultation). Their answer quickly reveals if there is a fundamental values alignment, a better predictor of success than technical fit.

To shift from reactive 'order takers' to strategic advisors, partner marketers should first document their sales counterparts' specific goals (e.g., net new logos, deal registrations). This 'working backwards' approach aligns all marketing activities to sales objectives, building trust and ensuring marketing serves as a strategic partner, not just an execution arm.

During discovery, identify multiple client needs but propose solving only the most pressing one initially. This lowers the barrier to entry, builds immediate trust through a quick win, and paves the way for larger, subsequent deals as the relationship deepens.

Don't disqualify prospects too early in the first discovery call based on budget or signing authority. The primary goal is to determine if they have a problem you can solve and are willing to partner, creating a champion who will then bring decision-makers to the next meeting.

Don't just solve the problem a customer tells you about. Research their public strategic objectives for the year and identify where they are failing. Frame your solution as the critical tool to close that specific, high-level performance gap, creating urgency and executive buy-in.

Asking a client for their budget is a mistake because they aren't the expert and don't know what's truly possible. Instead, present a vision of the ideal outcome to educate them on a better solution. This shifts the conversation from price to value, often leading to a much larger sale.

Prospects often state facts like "our sales process is complex." This is not a problem that gets budget. AEs must dig deeper for the root cause (e.g., single-threaded deals) and then the business problem (e.g., low win rate affecting fundraising) to build a compelling case for the CFO.

A common agency failure is leading with their specialty (e.g., "we run Meta campaigns") rather than diagnosing the business's core needs. A strategy-first approach ties marketing directly to business objectives, ensuring the chosen tactics are appropriate and measurable, preventing wasted effort on channels that don't fit the goal.