Partnered via customer data movement use cases (Snowflake/BigQuery) and recurring connector support needs.
2. Partner Action Planning
Field
Value
FIRST ACTION DATE
2025-12-16 (tracked partner ops mentions in #sales-partnerships)
LAST ACTION DATE
2026-04-01
LAST ACTION NOTES
Active support interactions: Linear connector auth clarification (no action needed for current API-key setup), ongoing PostHog connector troubleshooting, and Calendly connector feature request for Eden pipeline.
NEXT ACTION NOTES
1) Consolidate open support asks into one owner-managed ticket list. 2) Confirm ETA on Calendly connector request and communicate to Eden motion owners. 3) Publish a short “known-good connector config” artifact for repeatable setup.
BLOCKERS
Support work is fragmented across threads; feature-request dependency (Calendly) and connector edge-case debugging slow delivery tempo.
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
2025-12-16 (tracked in partner ops channel)
LAST ENGAGEMENT DATE
2026-04-01
DAYS SINCE LAST TOUCH
6 (as of 2026-04-07)
MESSAGES SENT
High-volume technical support thread activity in late March/early April (connectors, auth, endpoint behavior).
Build from #vendor-polytomic March-April troubleshooting threads.
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: Connector reliability and support lane - Owner: data platform team - Stage: Active. Resolve PostHog/Linear thread and lock standard configs.
Motion 2: Calendly connector request (Eden) - Owner: partnership + implementation owner - Stage: Pending vendor ETA. Use this as key proof point for partner responsiveness.
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.