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
GSV
PRIORITY THIS WEEK
Calibration
PARTNER TYPE
Platform / Advisor
PARTNER ARCHETYPE
Demand Creator / Channel Multiplier
SLACK CHANNEL
No dedicated channel yet
ORIGIN STORY
Relationship built through venture / operator network; exploring data & AI support for GSV portfolio companies.
2. Partner Action Planning
Field
Value
FIRST ACTION DATE
[YYYY-MM-DD]
LAST ACTION DATE
[YYYY-MM-DD]
LAST ACTION NOTES
[What happened last]
NEXT ACTION NOTES
[What needs to happen next]
BLOCKERS
[Anything preventing progress]
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 3–5 GSV-intro’d qualified conversations with portfolio founders and 1 co-marketed asset live by 2026-06-01.
90D START DATE
2026-03-03
90D STATUS
Not Started
Summary:
Run a focused 90-day pilot with GSV to prove that Brainforge can help their portfolio accelerate data/AI outcomes: start with a small set of flagship founders, validate the partner narrative in-market, and make the “GSV → founder intro → Brainforge” motion repeatable.
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
[YYYY-MM-DD]
LAST ENGAGEMENT DATE
[YYYY-MM-DD]
DAYS SINCE LAST TOUCH
[Number]
MESSAGES SENT
[Number or brief summary]
SALES ASSETS SENT
[Key assets sent]
CO-MARKETING ASSETS CREATED
[Assets created with this partner]
CALLS BOOKED
[Number]
PROPOSAL SENT
[Yes/No + short note]
IN-PERSON VISIT
[Yes/No + context]
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
[Name]
[One-pager / email template / playbook]
[Draft/In use/TBD]
[link]
Partner-Facing
Asset
Type
Status
Link
[Name]
[Partner deck / JV statement / etc.]
[Status]
[link]
Internal
Asset
Type
Status
Link
[Name]
[Playbook / notes]
[Status]
[link]
Customer-Facing / Co-Marketing
Asset
Type
Status
Link
[Name]
[Case study / solution brief / webinar]
[Status]
[link]
10. Active Motions & Pipeline
[List current motions that involve this partner – deals, events, campaigns – with owner, stage, and how they map to LEADS GENERATED / CLOSED/WON.]
Motion 1: [Name, owner, stage, notes]
Motion 2: [Name, owner, stage, notes]
11. Partner Scoring & Tier Recommendation
Note: This section is where scoring logic will evolve. Fill in qualitatively for now; later it can be numeric and automated.