Purpose: Single source of truth for this partnership. Mirrors the partner tracker fields and adds context for GTM and agents.
1. Partner Identification
Field
Value
PARTNER NAME
CorralData
PRIORITY THIS WEEK
Bronze - verify active motion and convert from one-off webinar coordination to repeatable pipeline support
PARTNER TYPE
Agency / Services partner (working assumption)
PARTNER ARCHETYPE
Demand Creator
SLACK CHANNEL
No dedicated partner channel found; current coordination appears in #sales-partnerships (C094R4RDR5E).
ORIGIN STORY
Existing partner relationship managed via shared GTM channel and webinar/event coordination threads.
2. Partner Action Planning
Field
Value
FIRST ACTION DATE
2025-12-02 (CorralData webinar scheduling thread in #sales-partnerships)
LAST ACTION DATE
2026-01-29 (scheduled webinar date from thread)
LAST ACTION NOTES
Team coordinated preferred slots and booked CorralData webinar for 1/29 (1-2pm). Limited additional activity surfaced in dedicated partner Slack discovery.
NEXT ACTION NOTES
1) Confirm webinar outcomes and downstream leads in HubSpot. 2) Decide whether to spin up a dedicated Slack channel if ongoing cadence exists. 3) Build one short follow-up sequence from webinar attendees/prospects.
BLOCKERS
Sparse recent activity visibility, no dedicated partner channel, and unclear post-webinar conversion tracking.
3. Partner Qualification
Field
Value
ICP MATCH
[Yes/No]
ACCOUNTS NAMED
[3+ specific accounts]
INTRO MECHANISM
[Sales reps / Referrals / Co-marketing / etc.]
ECONOMICS
[Pricing / margin constraints]
4. 90-Day Activation Plan
Field
Value
90D GOAL
[Get X quantity Y-quality outcomes by DATE]
90D START DATE
[YYYY-MM-DD]
90D STATUS
[Not Started/On Track/At Risk/Delivered/Failed]
Summary:
[One short paragraph restating the 90-day plan in plain language.]
5. Relationship Context
Field
Value
KEY CONTACT NAME
[Primary partner manager]
KEY CONTACT ROLE
[Role/Title]
ORIGIN STORY
[How relationship with this contact formed]
RELATIONSHIP NOTES
[Trust level, internal champions, dynamics]
6. Rep Engagement Summary
Field
Value
REPS BRINGING DEALS
[Number]
REPS ENGAGED
[Number]
LEADS GENERATED
[Number]
CLOSED/WON DEALS
[Number]
Rep Notes (by tier):
Tier 1 – Reps Bringing Deals: [Names]
Tier 2 – Engaged Reps: [Names]
Tier 3/4 – Cold/Stale: [Counts + any important notes]
7. Total Activity Tracking
Field
Value
FIRST TOUCH DATE
2025-12-02 (tracked Slack mention)
LAST ENGAGEMENT DATE
2026-01-29
DAYS SINCE LAST TOUCH
68 (as of 2026-04-07)
MESSAGES SENT
Minimal visible Slack activity in central partnerships channel; no dedicated stream found.
SALES ASSETS SENT
Webinar scheduling thread artifacts only (slots + confirmed date).
CO-MARKETING ASSETS CREATED
Webinar slot secured; no additional artifact links captured in this refresh.
CALLS BOOKED
Webinar time was booked for 1/29.
PROPOSAL SENT
Not observed in accessible Slack snippets.
IN-PERSON VISIT
Not observed.
8. Partner Status & Pipeline Stages
Partner Status
Field
Value
LATEST COMPLETED PHASE
[Phase name]
Partner Pipeline Stages
Field
Value
PHASE 1: To-Do
[Key todos before first meeting or activation]
PHASE 2: Meeting Booked
[Notes on meetings booked]
PHASE 2.5: Proposal Sent
[Notes + link if applicable]
PHASE 3: Contract Signed
[Notes + link if applicable]
PHASE 4: Post Closed-Won Start
[Notes]
HUBSPOT LINK
[URL]
PARTNER NOTION HUB
[URL if exists]
PROPOSAL FILE
[Path/URL]
CONTRACT FILE
[Path/URL]
PARTNER DRIVE
[Path/URL]
9. Materials & Assets Overview
Rep Enablement
Asset
Type
Status
Link
CorralData webinar follow-up sequence
Outreach / post-event conversion
TBD
Build from attendee list + HubSpot outcomes after webinar retro.