Notes on tech partnerships, revenue, and relationships.
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How to run a partner QBR that drives revenue
An independent guide to running a partner QBR for B2B SaaS. A lightweight agenda, the metrics to review, building a joint plan, and the follow-up discipline that turns a quarterly meeting into pipeline.
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Building a Slack app: a scope-to-launch playbook
An independent playbook for building a Slack app. Decide if it fits, choose bots, slash commands, or events, request the right OAuth scopes, pass review, and list in the directory.
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Integrating with Stripe and its partner ecosystem
An independent playbook for integrating with Stripe. Common integration patterns, when to build direct versus list an app, the Stripe App Marketplace, and the wider partner ecosystem.
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Securing an MCP server: scopes, approvals, and guardrails
How to secure an MCP server that exposes your product to AI agents. Per-user scopes, write approvals, never-expose actions, audit logging, and secret handling.
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Salesforce AppExchange: the security review and listing playbook
An independent playbook for listing on Salesforce AppExchange. Deciding if it fits, building on the right APIs, passing the security review, and writing a listing that converts.
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OpenAPI: the one spec that powers your docs, SDKs, and CLI
An OpenAPI spec is the single source of truth for partner developer experience. What it contains, what you generate from it, and how to keep it honest.
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Webhooks vs polling: how to design reliable integration sync
Webhooks vs polling for B2B SaaS integrations. The tradeoffs in latency, load, and reliability, when each wins, and the hybrid pattern that ships.
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Account mapping: how to find overlap with a partner's customers
A practical account mapping guide for B2B SaaS. Match your accounts against a partner's base to find shared customers, warm intros, and co-sell targets.
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How to design an API sandbox partners can evaluate in minutes
How to design an API sandbox partners can evaluate fast: self-serve keys, seeded data, isolation, parity, and reset, with a requirements checklist.
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