Glossary

Channel strategy

Definition

A channel strategy is a unified plan that outlines how a business reaches its customers and drives revenue, through direct, indirect, and digital channels. It spans everything from marketing campaigns and digital platforms to third-party sales partners and system integrators.

A channel can be:

Channel Type Examples
Direct Inside sales teams, company website, self-serve onboarding
Indirect VARs, MSPs, distributors, global SIs, OEMs
Digital Google Ads, LinkedIn, content syndication, webinars, email
Ecosystem/Referral Influencer networks, communities, integrations, marketplaces

Your channel strategy defines:

  • Where you meet your customers
  • Who helps you sell and deliver value
  • How you enable, measure, and scale those routes to revenue

Think of it as your go-to-market plumbing, the routes through which trust, leads, deals, and revenue flow.

Core components of a B2B channel strategy

Function Questions to Answer
Channel mix design Which mix of direct, indirect, and digital will drive awareness and conversion?
Partner segmentation Who are the right indirect partners, VARs, MSPs, GSIs, tech alliances?
Campaign and media plan Where do our buyers spend time? What content or ad formats work best?
Enablement and tooling What do partners and platforms need to represent us well and convert buyers?
Attribution and ROI Are we measuring sourced vs. influenced pipeline across all channels?
Conflict resolution How do we avoid overlaps between sales reps, digital campaigns, and partners?

Metrics that matter

Metric Why it’s critical
Revenue by channel See what’s truly working, not all revenue is directly sourced
CAC by channel High-margin ≠ low CAC. Some indirect channels are expensive to scale
Partner activation + enablement rates Recruit → ramp → revenue journey must be short and smooth
Ad ROAS + engagement For digital channels, especially in PLG or content-led motions
Channel conflict incidence Measure misalignment between sales, partner, and media teams

Final takeaway

A channel strategy blends the power of direct human relationships, third-party credibility, and digital reach. The most effective strategies unify marketing and sales, balancing long-term channel health with short-term revenue outcomes.

AI Prompt: Build a channel strategy from scratch

Use this prompt in your AI workspace to kickstart or refine your channel plan:

Act as a VP of Channel Sales at a B2B SaaS company expanding into [add regions]. I want to launch a scalable channel program with [add channels] in those regions. Outline: – Ideal partner profiles – Onboarding and enablement plan – Co-selling and lead sharing workflows – Incentives, deal registration, and renewals – KPIs to track success in the first 12 months. Also, give me the logic of why you arrived at the numbers.
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