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
Omni
PRIORITY THIS WEEK
Gold
PARTNER TYPE
Platform
PARTNER ARCHETYPE
Deal Accelerator + Capability Completer (implementation + AI behind Omni)
SLACK CHANNEL
partnership-omni (confirm exact channel name + add link)
ORIGIN STORY
Co-sell and implementation on joint customer accounts (e.g. Elements, Eat in Health); building toward same rep-enablement rigor as Snowflake
2. Partner Action Planning
Field
Value
FIRST ACTION DATE
2025-09-10 (first documented GTM collaboration thread in #partnership-omni)
LAST ACTION DATE
2026-03-06 (Savannah: inbound referral offer for Snowflake+dbt work under Omni)
LAST ACTION NOTES
Channel shows real partner momentum: Eden + LMNT execution threads, Max actively staffing demos/SE support, and Savannah offering a direct referral. Also surfaced enablement friction from Eden migration (Blobby whole-workbook recreation quality + dashboard filter layout constraints).
NEXT ACTION NOTES
(1) Follow up with Max on current open opps and classify each as 2-week pilot vs 4-8 week implementation. (2) Follow up on Savannah referral with qualification checklist + owner + next meeting date. (3) Convert Eden migration learnings into an AE-facing “what to expect” addendum in the one-pager. (4) Close certification loop and record certified names in this file.
BLOCKERS
Certification still treated as a prerequisite for broader implementation pull-through; no centralized rep list yet (only thread-based engagement)
3. Partner Qualification
Field
Value
ICP MATCH
Yes
ACCOUNTS NAMED
Elements, Eat in Health (+ add 1+ net-new target accounts as pipeline builds)
INTRO MECHANISM
Omni AEs / co-sell; goal: referrals as implementation partner on qualified deals
ECONOMICS
Default implementation track is fixed-scope 5-8 weeks (Omni Zero-to-One) with optional add-ons; 2-week pilot only when scope/access are tightly bounded
4. 90-Day Activation Plan
Field
Value
90D GOAL
By 2026-07-06: Publish a joint Omni + Brain Forge rep-facing motion that separates a 2-week value pilot from a 4–8 week implementation track; run 4+ qualified co-sell conversations with Omni AEs on ICP accounts; close ≥1 joint pilot or implementation SOW; and earn ≥1 net-new intro where Omni positions Brain Forge as the implementation partner (not one-off heroics).
90D START DATE
2026-04-07 (adjust to actual “day zero” after Max sync if needed)
90D STATUS
On Track (pending first follow-up execution)
Summary:
Mirror the Snowflake control center discipline for Omni: one place for goals, contacts, rep tiers, and assets. In the next ninety days, make it easy for Omni reps to refer Brain Forge by fixing the timeline mismatch — short Omni trials stay credible when scope is bounded; heavier discovery and build use an explicit implementation track with shared qualification. Success is velocity + trust: faster right motions, not pretending every deal fits two weeks.
5. Relationship Context
Field
Value
KEY CONTACT NAME
Max Smith
KEY CONTACT ROLE
Omni AE — primary execution lead on Eden + LMNT threads
ORIGIN STORY
Started as GTM/content collaboration, then moved into active co-sell execution with dedicated Eden/LMNT threads and referral flow via Omni team
RELATIONSHIP NOTES
Additional champions are active: Jon Knapp (partner lead), Savannah English (referral source), Becca (certification/training), Kylee (SE support). Relationship quality is high; now needs repeatable packaging and quantified outcomes.
Motion 2 — Rep-enablement packaging: Owner: GTM; stage: build; ship one-pager + checklist + Eden “implementation friction” addendum so AEs set scope correctly.
Motion 3 — LMNT pilot standardization: Owner: [you] + delivery; stage: in progress; operationalize the LMNT pilot accelerator doc into reusable template language.
Motion 4 — Certification closure: Owner: [you] + delivery leads; stage: at risk; confirm platform/quickstart certification submissions and record certified coverage.
Note: This section is where scoring logic will evolve. Fill in qualitatively for now; later it can be numeric and automated.
Subscores (0–5)
Dimension
Notes
Score (0–5)
Qualification
Strong ICP fit; named joint accounts
4
Engagement
Multiple active Omni stakeholders and clear responsiveness
4
Velocity
Better than baseline; still loses time when scope is ambiguous
3
Outcomes
One confirmed recent referral + active pilot motions
3
Overall
Total Score (provisional): 14 / 20
Current Tier (Tracker): Gold
Recommendation:Maintain Gold while executing 90D plan; promote when ≥3 AEs have used the one-pager and ≥1 net-new referral lands from Omni
12. Notes & Open Questions
Snowflake parity: Treat this file like Snowflake/PARTNER_CONTROL_CENTER.md — same sections filled on a steady cadence (dates, rep tiers, HubSpot links, last/next action).
Cycle-length narrative: Longer cycles on Elements / Eat in Health = implementation scope, not Omni or Brain Forge “being slow.” Productize that story in the trial vs. implementation outline.
Open: Which Omni contacts are officially in “rep enablement owner” role for rollout beyond current champions?
Execution signal from Slack: Max explicitly said certifications help him pull Brainforge into future implementation services. This should be treated as a gating risk until closed.
Product/implementation learnings to codify: Eden migration thread showed specific friction (whole-workbook Blobby generation quality; manual chart-by-chart assembly) and a workaround path (topic-first + standalone chat + advanced layout flag/docs). Package this into pre-sales scoping language.
Playbook gap to close: We still need a 10-15 rep target list (Rep Engagement Playbook Phase 1) and explicit tier movement tracking from real interactions.
13. Next 30-Day Playbook Execution (what to drive next)
Week 1 - Lock the motion
Send Max follow-up with one-pager draft and ask to classify 1-2 active opps by motion type.
Define day-14 success criteria for pilot opps (3-5 canonical questions answered in Omni).
Week 2 - Build rep surface area
Identify 5-10 Omni reps to target (warm first), then launch account-brief outreach cadence.
Move reps into Tier 1/2/3 based on response and intro behavior.
Week 3 - Capture conversion evidence
Document first intro or deal assist pattern that worked (brief, call support, or proactive account research).
Convert that into a reusable AE talking point block.
Week 4 - Scale what worked
Double down on reps/motions producing intros; deprioritize stale reps.
Update scoring, 90D status, and next action notes with quantified changes.