Meeting Title: Snowflake Partnership Weekly Check-in Date: 2026-05-04 Meeting participants: Robert Tseng, Lisa Whall


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1 00:01:15.860 00:01:18.120 Lisa Whall: It helps if you start the meeting.

2 00:01:19.470 00:01:20.090 Robert Tseng: Hahaha.

3 00:01:21.670 00:01:24.899 Lisa Whall: That’s always good. How are you?

4 00:01:25.860 00:01:26.920 Robert Tseng: Good, how are you?

5 00:01:26.920 00:01:27.590 Lisa Whall: Good!

6 00:01:28.670 00:01:30.429 Lisa Whall: Good, good. Lovin’ it!

7 00:01:30.630 00:01:32.290 Lisa Whall: I love the action, man.

8 00:01:32.820 00:01:33.670 Robert Tseng: Great.

9 00:01:33.790 00:01:34.929 Robert Tseng: Good to hear.

10 00:01:35.990 00:01:37.220 Lisa Whall: How’s your day going?

11 00:01:38.680 00:01:44.269 Robert Tseng: Some firefighting in the morning, but yeah, it’s just kind of the…

12 00:01:44.980 00:01:57.709 Robert Tseng: we’re not really mature enough yet to, like, have me and Uten out at the same time. We can, like, get by with him being out, and I basically kind of play defense, and then…

13 00:01:57.720 00:02:09.189 Robert Tseng: Kind of vice versa, so… Totally. Obviously, me being out for a couple days last week kind of, put us on the back foot in some situations, so just trying to kind of get ahead of that now.

14 00:02:09.190 00:02:12.180 Lisa Whall: Got it, got it. Well, let me know if I can help.

15 00:02:13.060 00:02:27.270 Robert Tseng: Yeah, no, I mean, you’re… you’re doing… you’re doing great work in your lane, so I think that helps us to keep pushing things forward when, normally, in the ebbs and flows, we would… we would lose momentum on the… on the sales and partnership side, so…

16 00:02:28.110 00:02:32.270 Lisa Whall: I… I will stay in my lane, and if I get out of my lane, push me back in.

17 00:02:32.400 00:02:41.509 Lisa Whall: Because it can happen. Yeah. I just had a couple, like, housekeeping questions for you today.

18 00:02:41.510 00:02:45.870 Robert Tseng: Yeah, did you have that meeting with, Utam about partner requirements?

19 00:02:46.040 00:02:49.049 Robert Tseng: I know I was trying to make that meeting, but I couldn’t.

20 00:02:49.050 00:02:58.610 Lisa Whall: He didn’t… he didn’t end up making it, it’s okay. Okay. Bea and I met, we… and then Edom called me, and we’ve got a plan, so we’re good.

21 00:02:58.610 00:02:59.810 Robert Tseng: Okay, great, yeah.

22 00:02:59.810 00:03:00.500 Lisa Whall: Yep.

23 00:03:00.980 00:03:02.109 Lisa Whall: Yeah, it’s actually not…

24 00:03:02.110 00:03:03.260 Robert Tseng: How can I help you? Yeah.

25 00:03:03.480 00:03:07.099 Lisa Whall: The certification’s not… not bad, really, in Snowflake, so…

26 00:03:07.100 00:03:07.700 Robert Tseng: Yeah.

27 00:03:08.350 00:03:21.580 Lisa Whall: we’re gonna pull all the… my goal is to… it’s not just a goal, it will happen. We’re gonna be select by Friday, like, we’re gonna have a partner manager by Friday, like, that’s what we need to do, and that’s what we’re gonna do. So…

28 00:03:21.580 00:03:21.960 Robert Tseng: Great.

29 00:03:21.960 00:03:22.810 Lisa Whall: Farm.

30 00:03:22.980 00:03:37.760 Lisa Whall: Okay, so this is a dumb one, and I’m sure I’m missing something, but where are the actual deal descriptions in HubSpot? Like, I see deal, like, number 3. Where do I find, like, the little paragraph about what the deal is about? Why am I…

31 00:03:38.910 00:03:39.550 Lisa Whall: Dismissing one?

32 00:03:39.550 00:03:42.610 Robert Tseng: Some of the deals may not… may not have it. I think, you know…

33 00:03:42.610 00:03:45.730 Lisa Whall: I wanted to make sure I wasn’t losing my mind.

34 00:03:46.110 00:03:52.249 Robert Tseng: Yeah, for the more recent deals, I would say, like, in the past, like, 3 weeks, like, I think they should all have it now.

35 00:03:52.250 00:03:52.670 Lisa Whall: Okay.

36 00:03:52.670 00:04:00.439 Robert Tseng: update from cursor, and I always ask them to put a deal description now, but anything older than that, you may not see anything.

37 00:04:00.940 00:04:18.640 Lisa Whall: That’s okay. I just wanted to make sure I wasn’t losing my mind, basically. Okay. I don’t even want to ask this question, because I feel like it’s going to be right in front of my face. So, good, I’m not… I’m not crazy, so that’s a… that’s good. That makes me happy. So, I might have to bug you guys about stuff, but that’s okay.

38 00:04:18.649 00:04:35.439 Robert Tseng: No, no worries. I know, like, we’re always like, oh, go search for it, but it’s actually not that easy to search for things, and it’s good to know, like, what you’ve tried, where you’re running into blockers, because Artie’s kind of asking the same question, the similar questions, too. He’s looking for very specific things about deals that are not as easy to dig up, so…

39 00:04:35.440 00:04:35.850 Lisa Whall: Right.

40 00:04:35.850 00:04:44.559 Robert Tseng: That helps us to kind of know, like, what, you know, how do we make… expose it, you know, easier, or, like, are we actually just missing… missing things? Yeah.

41 00:04:44.840 00:05:00.419 Lisa Whall: Perfect. Secondly, this is maybe a longer, and maybe it’s an arty, conversation. It is. I’m just, as I’m filling out that spreadsheet so I can get everything in the portal, and it’s been great, because that’s… I’m poking around

42 00:05:00.670 00:05:04.779 Lisa Whall: And I’ll keep saying Salesforce, so just slap me. I’ll get.

43 00:05:04.780 00:05:05.640 Robert Tseng: No, no worries.

44 00:05:05.640 00:05:22.299 Lisa Whall: I’m so used to using Salesforce. So I’ve been poking around HubSpot, getting all that information into that spreadsheet, and it’s been super helpful, because I’m getting a crash course on our customers, right? So it’s actually a really great exercise to go through. I’m just trying to think of…

45 00:05:23.540 00:05:32.129 Lisa Whall: how… on our go-forward motions, like, when and how do we do the handoff? So, you’re on a call.

46 00:05:32.300 00:05:39.919 Lisa Whall: you’ve got a Snowflake opportunity, and it’s a direct customer. It didn’t come through the Snowflake channel.

47 00:05:40.400 00:05:44.280 Lisa Whall: When and how do we communicate that so that we can

48 00:05:44.660 00:05:55.669 Lisa Whall: you know, get that information, get that deal registered, and so forth… and so forth. We don’t have to answer that today, it’s just kind of how I’m thinking as I’m going through this exercise, because I want that to be…

49 00:05:56.450 00:05:58.950 Lisa Whall: super smooth, right? Like.

50 00:05:59.870 00:06:00.500 Robert Tseng: Yeah.

51 00:06:00.500 00:06:10.249 Lisa Whall: automated in some fashion, and I don’t know how to do that right now, and let’s just get every… everything settled, but on a go-forward motion, you know.

52 00:06:10.500 00:06:20.060 Lisa Whall: I want to make that seamless so that we just keep… the more deals you register, the more popular that you are, with these partners, so… Right.

53 00:06:21.400 00:06:37.839 Robert Tseng: Yeah, so, I guess my question would be, when… I guess, the way I’m understanding it, well, we have… we track… we track our own pipeline stages, and I’m like, at what point in our pipeline stage does that qualify as an opportunity that we should register with a partner?

54 00:06:37.840 00:06:38.590 Lisa Whall: Right.

55 00:06:38.590 00:06:43.089 Robert Tseng: I mean, I have, like, some intuition behind, but I’m just curious, like, kind of what your thoughts are on that.

56 00:06:43.090 00:06:44.670 Lisa Whall: You know.

57 00:06:46.620 00:06:51.840 Lisa Whall: Each partner probably will be a little bit different. Obviously, I’m digging in deep with Snowflake, and I.

58 00:06:51.840 00:06:52.430 Robert Tseng: Yeah.

59 00:06:52.430 00:06:58.400 Lisa Whall: in that Snowflake 200, slide deck, literally, 200 slides, that…

60 00:06:58.400 00:07:01.500 Robert Tseng: part of the cert that you took? They gave you a 200 slide deck?

61 00:07:02.070 00:07:13.640 Lisa Whall: Oh, yeah. I mean, it has everything that you need, it’s just… it’s fine. It’s actually… I’m getting my arms around this, and it’s super… it’s totally fine. But…

62 00:07:14.060 00:07:19.519 Lisa Whall: it doesn’t look like they want us registering deals until we actually have an SOW.

63 00:07:20.540 00:07:21.180 Lisa Whall: Which…

64 00:07:21.180 00:07:21.720 Robert Tseng: See?

65 00:07:22.030 00:07:25.260 Lisa Whall: what’s kind of interesting. I need to dig deeper on that.

66 00:07:25.530 00:07:35.410 Lisa Whall: Because that’s kind of… I’m used to, like, with Microsoft, you… registered…

67 00:07:36.170 00:07:41.600 Lisa Whall: Early… like, as soon as the deal… surfaced. Yeah. So…

68 00:07:41.970 00:07:46.949 Lisa Whall: And then Google might be different than AWS, than Omni, and so forth, so…

69 00:07:47.500 00:07:52.490 Lisa Whall: Yeah, again, this isn’t something to be solved for today, I just wanted to plant the seed of how

70 00:07:52.630 00:07:54.939 Lisa Whall: And when we do that, so that…

71 00:07:55.280 00:08:02.490 Lisa Whall: Every deal that meets the requirements gets Properly registered, you know.

72 00:08:02.730 00:08:03.280 Robert Tseng: Yeah.

73 00:08:03.280 00:08:10.649 Lisa Whall: snowflake rep, and, you know, the whole drill. It’s like, it’s the key. It’s the key to everything, right? Deal registration. So, again, yeah.

74 00:08:10.720 00:08:24.659 Lisa Whall: not to be solved for today, I just want to make that so automated, like, that it’s… we’re just… we’re getting every single deal in properly at the right time, so I don’t have the answers yet either, so we’ll figure it out. Just something on my list.

75 00:08:25.000 00:08:25.690 Robert Tseng: Okay.

76 00:08:26.290 00:08:32.620 Lisa Whall: So, this email for, Nabal? Nabel? Am I saying that right?

77 00:08:32.620 00:08:33.899 Robert Tseng: Yeah, the bill, yeah,

78 00:08:33.900 00:08:43.359 Lisa Whall: We wanted to give him a couple of customers, so that he could find the GCP reps, and right.

79 00:08:43.610 00:08:47.779 Lisa Whall: I just wanted to confirm with you who you would like to

80 00:08:48.960 00:08:53.589 Lisa Whall: Just to give him a couple when I follow up with him. Yeah. Yeah, you get it.

81 00:08:54.490 00:08:55.859 Robert Tseng: Okay.

82 00:08:56.320 00:08:57.800 Lisa Whall: Sure, it’s just off the top of your head.

83 00:08:57.800 00:09:01.370 Robert Tseng: I mean, I think Eden, Eden would be a good one.

84 00:09:02.210 00:09:06.410 Lisa Whall: So, did we close anything with Eden yet? Because I didn’t see anything closed with them.

85 00:09:06.410 00:09:09.379 Robert Tseng: Yeah, I mean, they’re an active client of ours. Okay.

86 00:09:09.380 00:09:12.329 Lisa Whall: Okay, I just probably didn’t see it, no worries.

87 00:09:12.330 00:09:12.840 Robert Tseng: Yeah.

88 00:09:12.840 00:09:14.240 Lisa Whall: Okay, Eden’s cool.

89 00:09:15.310 00:09:19.139 Robert Tseng: Yeah, and then… we should also do…

90 00:09:19.870 00:09:22.539 Lisa Whall: It doesn’t have to be a ton, by the way. I just want to keep them hot.

91 00:09:23.190 00:09:27.379 Robert Tseng: Yeah I would say.

92 00:09:27.640 00:09:28.629 Lisa Whall: What was the other one?

93 00:09:28.630 00:09:32.699 Robert Tseng: There’s another one, LE Mental Health, these are both in the health sector.

94 00:09:32.900 00:09:33.510 Lisa Whall: Okay.

95 00:09:34.010 00:09:36.360 Lisa Whall: Yeah. L. E. Mental Health?

96 00:09:36.980 00:09:39.679 Robert Tseng: E-L-L-I-E, mental health, yeah.

97 00:09:39.890 00:09:40.810 Lisa Whall: L.

98 00:09:42.620 00:09:44.390 Lisa Whall: Oh, okay, got it.

99 00:09:44.390 00:09:45.140 Robert Tseng: Yeah.

100 00:09:45.140 00:09:49.719 Lisa Whall: Okay. There was a third one that looked pretty big, and then just drawing a blank.

101 00:09:49.720 00:09:51.740 Robert Tseng: Yeah.

102 00:09:51.920 00:09:53.579 Lisa Whall: Let me look in my notes.

103 00:09:54.830 00:09:59.609 Lisa Whall: Hold on one second.

104 00:10:02.230 00:10:03.829 Lisa Whall: Oh, ABC Homes.

105 00:10:04.190 00:10:05.349 Robert Tseng: Yes, yes.

106 00:10:06.210 00:10:10.900 Lisa Whall: And then the… the fourth one, actually, because it looks like it this closed, Sunstone.

107 00:10:12.190 00:10:22.870 Robert Tseng: Yeah, so that one we haven’t decided on a warehouse yet, but we could go in either direct… yeah, we can… I guess we should register as a deal for both Google and Snowflake, and see who wins, yeah. Yeah.

108 00:10:23.150 00:10:27.440 Lisa Whall: Okay, cool. I think that’s plenty. I don’t want to overwhelm him either. It’s like, if we can just…

109 00:10:27.600 00:10:37.039 Lisa Whall: connected to those… the reps of those four companies at GCP, that would be huge. Like, I like to do things in small bites and actually get them done, so if we get.

110 00:10:37.040 00:10:37.610 Robert Tseng: Yeah.

111 00:10:37.610 00:10:39.930 Lisa Whall: Those 4 reps?

112 00:10:40.250 00:10:41.970 Lisa Whall: And got meetings with them.

113 00:10:42.130 00:10:50.729 Lisa Whall: That would be huge, because they have… each have 10 customers, right? So, then we’ve got the opportunity to touch 40 customers.

114 00:10:50.990 00:10:55.510 Lisa Whall: So, cool! Okay, that was a big one.

115 00:10:59.140 00:11:02.550 Lisa Whall: Any other questions for you?

116 00:11:03.350 00:11:08.059 Lisa Whall: I, just to let you know what I’m up to, so I got the cert.

117 00:11:08.510 00:11:18.299 Lisa Whall: The partner, sir, obviously, and then there’s a second one I can get in Gen AI, so that will cover off two of the four that we need done, so I’m gonna get that done today.

118 00:11:18.610 00:11:24.550 Lisa Whall: It’s actually… the AI training is much better than the partner training. It was actually really terrible.

119 00:11:24.730 00:11:31.830 Lisa Whall: So don’t bother taking it, unless you want to be bored out of your mind.

120 00:11:31.830 00:11:32.470 Robert Tseng: Okay.

121 00:11:32.940 00:11:46.539 Lisa Whall: And then we’ve got… so, in total, we need four certifications. Now they’re combining them all. So, I’ll do the two… do two sales one. Udam said he would do the core, like you and I talked about last week. He said he’d get that one.

122 00:11:46.540 00:11:46.970 Robert Tseng: Yeah.

123 00:11:46.970 00:11:49.839 Lisa Whall: I think, Bea’s gonna chase down…

124 00:11:49.940 00:11:54.249 Lisa Whall: a fourth, so that’s all we need. We only need 4 people to get to select.

125 00:11:54.600 00:12:10.590 Lisa Whall: Or 4 certs, you know, you need 4 people, so I’m… I’m pretty happy about that. And then the other requirements, and this is all in the channel, but I’m just kind of going over it with you, is, ACV of $250K, so Udom’s gonna help me, and that’s over… across all of our customers.

126 00:12:10.930 00:12:11.900 Lisa Whall: So…

127 00:12:12.270 00:12:20.030 Lisa Whall: Udom thought that that wouldn’t be a problem for us to be able to prove out ACV of, $250K. That’s the minimum.

128 00:12:20.030 00:12:20.720 Robert Tseng: Sure.

129 00:12:21.020 00:12:30.050 Lisa Whall: And then we need a use case and a CAP1 transaction, which, as far as I’ve been able to figure out, CAP1 is basically your initial

130 00:12:32.000 00:12:41.640 Lisa Whall: contract with a customer, so that’s… so we only need one of those, so he thought CTA would be best for that case study in the CAP1, and then…

131 00:12:41.640 00:12:42.310 Robert Tseng: Yeah.

132 00:12:42.690 00:12:46.429 Lisa Whall: We, then we have to write them a check, because that’s…

133 00:12:46.550 00:12:49.510 Lisa Whall: What we do, it’s $2,500, and we’re in.

134 00:12:49.660 00:12:50.210 Lisa Whall: So.

135 00:12:50.210 00:12:50.570 Robert Tseng: Okay.

136 00:12:50.570 00:12:56.620 Lisa Whall: It’s a very low bar for us to get to select, and let’s just focus on that, and then we’ll worry about Premier.

137 00:12:57.080 00:13:02.360 Lisa Whall: as our next stage, which is actually not bad either, but I don’t want to get ahead of myself. So that’s…

138 00:13:02.360 00:13:02.750 Robert Tseng: Great.

139 00:13:02.750 00:13:04.409 Lisa Whall: I just want Snowflake.

140 00:13:04.530 00:13:22.769 Lisa Whall: done this week, so that… and then I’m also going to, obviously, be working on the conference. I want to nail down a place where we can invite Snowflake people to just meet up with us at happy hour. Like, not reserving a room or anything, but just get someplace close to the venue, so that Udom can just send it to

141 00:13:22.770 00:13:25.819 Lisa Whall: Everybody, and hopefully we can meet up with people.

142 00:13:25.870 00:13:40.759 Lisa Whall: Just, you know, kind of preparing, get travel done and everything else, so kind of all snowflake this week. And then Omni, Savannah just sent me a message. I’m setting up time to meet with her this week, and Udom, just to kind of

143 00:13:41.240 00:13:43.590 Lisa Whall: Passed the baton to me.

144 00:13:43.740 00:13:47.230 Lisa Whall: So I’ll, you know, so that he can get out of that loop.

145 00:13:47.660 00:13:48.460 Lisa Whall: Yeah.

146 00:13:48.940 00:13:51.689 Lisa Whall: And Greg’s gonna join us on that call as well.

147 00:13:52.350 00:14:01.110 Lisa Whall: And, AWS, I’m gonna track down that lady that Utomed that. I’ve got people at AWS that should be able to get her email for us if…

148 00:14:01.290 00:14:04.110 Lisa Whall: If we get it, you know, that shouldn’t be a big deal.

149 00:14:04.910 00:14:10.599 Lisa Whall: And, yeah, that’s it. Sorry.

150 00:14:10.600 00:14:12.020 Robert Tseng: No, sounds great.

151 00:14:12.690 00:14:19.530 Lisa Whall: Cool! Is there anything that you need from me, or the… oh, oh, the last piece was Udom had sent us

152 00:14:19.680 00:14:22.320 Lisa Whall: That, stuff we can help them with.

153 00:14:22.750 00:14:23.380 Robert Tseng: Yeah.

154 00:14:23.380 00:14:25.489 Lisa Whall: Peak, can we go over that real quick?

155 00:14:25.860 00:14:44.019 Robert Tseng: Sure. So, there’s a couple leads there, like, I’ll help him with TSIB and Respite. Okay, yeah, the GCPWS, so Snowflake is all kind of on your, on your plate. I think I just… I was just telling him he should just chuck, like, leads that he’s working on over to me, since I’ve been kind of just nurturing that pipeline anyway.

156 00:14:44.020 00:14:44.650 Lisa Whall: Okay.

157 00:14:44.880 00:14:45.450 Robert Tseng: Yeah.

158 00:14:45.690 00:14:48.439 Lisa Whall: Where is that message? I’m just trying to… okay.

159 00:14:48.440 00:14:49.740 Robert Tseng: It’s in the sales channel, yeah.

160 00:14:49.740 00:14:51.730 Lisa Whall: What’s in the sales channels, right? Yeah.

161 00:14:52.830 00:14:54.399 Lisa Whall: Okay, let me just look at it.

162 00:14:55.330 00:15:03.500 Robert Tseng: Yeah, so anything partner-related, I’ll, you know, I’ll have you, take the first crack, and yeah, I mean, I may… I mean, if there’s, like.

163 00:15:04.090 00:15:16.120 Robert Tseng: you know, once I do the draft proposal, I may loop you in, and, you know, because we’re gonna… a lot of these, we’re gonna make a initial, like, vendor pitch on, like, who they should go with, Snowflake or GCP, or maybe both, and…

164 00:15:16.120 00:15:16.580 Lisa Whall: Right.

165 00:15:16.580 00:15:19.389 Robert Tseng: Things like that, I’ll probably get your feedback on.

166 00:15:19.390 00:15:20.540 Lisa Whall: I would love that.

167 00:15:20.540 00:15:25.909 Robert Tseng: And also loop you into, like, proposals that we send, so you can kind of see, like, how we structure deals and all that.

168 00:15:25.910 00:15:28.320 Lisa Whall: Oh, 100%, I would love that. Yeah.

169 00:15:28.440 00:15:36.490 Lisa Whall: On the respite stuff, that’s what I really wanted to talk… okay, I see, I’ve got the email up now. Oh, the… we can send notes, plus… so…

170 00:15:36.870 00:15:39.440 Lisa Whall: respite,

171 00:15:39.880 00:15:46.399 Lisa Whall: Oh, so you’ve got respite. Okay, sorry, I’m just making sure. Since I was on that call, I don’t want to drop the ball. We need to get approved.

172 00:15:46.400 00:15:48.630 Robert Tseng: Okay, yeah, sure. I mean, if you’re on that, if you want to…

173 00:15:48.630 00:16:01.579 Lisa Whall: Oh, I don’t want… oh, I don’t want it. I don’t… I’m not knowledgeable enough to write it. I just wanted to see how I could support. I’m more than happy to help, but I… I wouldn’t know what I was doing, so I just wanted to make sure you had notes and everything that you needed.

174 00:16:02.030 00:16:12.490 Lisa Whall: For… because I… I had Calendly on, so I do have notes from that, so I… it was honestly, like, I… I’m not quite sure what we’re pitching.

175 00:16:12.490 00:16:15.379 Robert Tseng: Okay. Yeah, let me, let me figure that out, yeah.

176 00:16:15.520 00:16:27.910 Lisa Whall: But if you need any notes from that, I can… that’s about all I can offer at this point. I mean, I get what they do, and what we’re… I just wouldn’t know how to pitch it yet, that’s all.

177 00:16:27.910 00:16:28.560 Robert Tseng: Okay.

178 00:16:29.850 00:16:30.580 Lisa Whall: Cool?

179 00:16:31.020 00:16:32.130 Robert Tseng: Yeah, sounds good.

180 00:16:32.340 00:16:34.170 Lisa Whall: Okay, awesome!

181 00:16:34.670 00:16:42.529 Lisa Whall: Well, let me know if you need anything, otherwise it’s just gonna be heads down and snowflakes, so we’re select and have a partner manager by the end of this week. That is the goal.

182 00:16:43.180 00:16:46.510 Robert Tseng: And, I guess I will see you soon at our kickoff.

183 00:16:47.010 00:16:47.700 Lisa Whall: See you then!

184 00:16:47.930 00:16:48.460 Robert Tseng: Okay.

185 00:16:48.460 00:16:48.880 Lisa Whall: Thanks.

186 00:16:48.880 00:16:50.070 Robert Tseng: Lisa. Bye.