Team coordinated around weak Austin event turnout, debriefed causes, and advanced follow-up (including webinar testimonial request and direct follow-up call scheduling).
NEXT ACTION NOTES
1) Convert debrief into a Q2 event playbook with clear registration threshold and commit points. 2) Confirm testimonial deliverable timeline for Mixpanel’s MCP webinar narrative. 3) Put one quarterly digital activation on calendar with owner + KPI.
Yes - at least one follow-up call booked in-thread on 2026-02-24.
PROPOSAL SENT
No formal proposal artifact captured in this doc yet.
IN-PERSON VISIT
Planned Austin touchpoint was discussed; confirm completion status in HubSpot.
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
Mixpanel event retro + reactivation brief
Internal playbook / lessons learned
In use
Slack debrief thread in #partnership-mixpanel (Feb 2026).
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
Motion 1: Q2 digital event relaunch - Owner: Luke/Hannah + Mixpanel partner team - Stage: Planning. Use explicit go/no-go registration threshold and backup format.
Motion 2: Mixpanel MCP testimonial support - Owner: Greg/Uttam - Stage: Active follow-up. Convert partner ask into a lightweight deliverable and lock delivery date.
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.