Data platform + analytics collaboration motion centered on SMB-midmarket warehouse and agentic analytics narratives.
2. Partner Action Planning
Field
Value
FIRST ACTION DATE
2025-07-07 (tracked channel creation)
LAST ACTION DATE
2026-04-02
LAST ACTION NOTES
MotherDuck shared new case-study proof points (Together AI, AheadComputing). Earlier office-hours motion was paused/cancelled due to 0 registrations and team capacity reset.
NEXT ACTION NOTES
1) Shift from broad office-hours to targeted account workshops using the new case studies. 2) Build one short outbound sequence for 10-15 qualified accounts. 3) Reintroduce event concept only after 2+ warm account commitments.
BLOCKERS
Prior event channel had weak registration, internal execution bandwidth constraints, and broad ICP targeting diluted conversion.
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
2025-07-07
LAST ENGAGEMENT DATE
2026-04-02
DAYS SINCE LAST TOUCH
5 (as of 2026-04-07)
MESSAGES SENT
High-activity March thread around office-hours planning/cancellation plus April case-study updates.
SALES ASSETS SENT
Luma event link, outreach messaging docs, and case-study links for Together AI + AheadComputing.
CO-MARKETING ASSETS CREATED
Event concept assets existed; execution paused. Case studies now provide refreshed co-marketing collateral.
CALLS BOOKED
Yes - multiple scheduling/sync attempts captured in thread.
PROPOSAL SENT
No formal proposal in channel; currently operating via iterative campaign planning.
IN-PERSON VISIT
Not logged in this channel.
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
MotherDuck case-study activation pack
Proof points / outreach hooks
In use
Case-study links shared 2026-03-31 and 2026-04-02 in #partner-motherduck.
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: Event reset - Owner: Luke + MotherDuck partner team - Stage: Paused/Reframe. Replace broad office-hours with tightly targeted account sessions.
Motion 2: Case-study-led outbound - Owner: GTM + partner lead - Stage: Active planning. Translate Together AI/AheadComputing proof into message sequence and account list.
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.