Ravi Nemani & Gregg Deitch - Engagement Materials
Purpose: Materials to engage the two Snowflake AEs working on the EY FSO account
Goal: Get them to recommend Brainforge to Claire at EY
Created: January 22, 2026
One-Pager for Snowflake AEs
Why Brainforge for EY FSO?
The Three Whys:
Why Us?
- Proven track record: Helped EY win 4-year $5M contract using Snowflake (Lonestar’s Funds, December 2024)
- Existing relationship: Uttam already met with Claire to answer her Snowflake questions
- Internal support: Clarence Stone (MD on the project, former EY FSO) is actively recommending Brainforge internally
- Specialized expertise: Data consolidation, modeling, and Snowflake implementations - this is exactly what we do
- Texas coverage: First client is Texas-based, we have Texas presence
Why Now?
- EY has 3 options: Internal (no group vetted), Snowflake PS (not moving), or external vendor (us)
- Strategic importance: Enables EY to capture net new business from highest paying clients
- Full optionality: Claire has complete autonomy on the decision
- Scale opportunity: First client is Texas-based, Claire has 6 more clients waiting
- Timing is right: We can move fast, Claire wants to move fast
Why This Solution?
- Native Snowflake development: We’ll develop entirely on Snowflake (native as much as possible)
- Build and train model: Build the first set of pipelines, then train EY’s overseas dev teams
- Standardized process: Not one-off vendor work - creates repeatable, scalable process
- AI-enhanced approach: Agent-assisted walkthrough for repeatability
- Complements Snowflake PS: Scope too large for Snowflake PS alone - we complement, don’t compete
Email Template for Ravi & Gregg
Subject: EY FSO Opportunity - Implementation Partner Alignment
Option 1: With Connie Introduction
Hi [Ravi/Gregg],
Connie Morris suggested we connect. I’m Uttam from Brainforge - we’re working with EY FSO on a tax data standardization project and wanted to ensure we’re aligned with Snowflake’s approach.
Quick context:
- EY FSO (Texas) needs data standardization pipelines into Snowflake for tax departments
- We have a relationship through Clarence Stone (MD on the project, former EY FSO) who is actively recommending us internally
- In December, we helped EY win a 4-year $5M contract using Snowflake (Lonestar’s Funds)
- I also met with Claire (EY Partner) to answer her Snowflake questions
The ask: We’d love to coordinate with you on how to position Brainforge to Claire. If whoever speaks with Claire from Snowflake drops Brainforge’s name, and she gets that in an email + already met me, it will make her decision easy.
Can we hop on a quick call this week to align on messaging and approach?
Thanks,
Uttam Kumaran
Brainforge AI
Option 2: Direct Outreach (if no Connie intro)
Hi [Ravi/Gregg],
I’m Uttam from Brainforge. We’re working with EY FSO on a tax data standardization project and wanted to coordinate with you on positioning.
Quick context:
- EY FSO (Texas) needs data standardization pipelines into Snowflake for tax departments
- We have a relationship through Clarence Stone (MD on the project, former EY FSO) who is actively recommending us internally
- In December, we helped EY win a 4-year $5M contract using Snowflake (Lonestar’s Funds)
- I also met with Claire (EY Partner) to answer her Snowflake questions
The opportunity:
- EY has 3 options: internal (no group vetted), Snowflake PS (not moving), or external vendor (us)
- This is super strategic - enables EY to capture net new business from highest paying clients
- First client is Texas-based, Claire has 6 more clients waiting
The ask: We’d love to coordinate with you on how to position Brainforge to Claire. We can help bring this deal over the line for Snowflake, and we want to ensure we’re aligned on messaging.
Can we hop on a quick call this week?
Thanks,
Uttam Kumaran
Brainforge AI
Talking Points for Call with AEs
Opening (2-3 minutes)
Thank them:
- “Thanks for taking the call. I know you’re busy with the EY account.”
Quick context:
- “We’re working with EY FSO on a tax data standardization project and wanted to coordinate with you on positioning Brainforge.”
The Opportunity (5-7 minutes)
Background:
- “In December, we helped EY win a 4-year $5M contract using Snowflake (Lonestar’s Funds).”
- “I also met with Claire to answer her Snowflake questions - it stuck with her.”
- “Clarence Stone - MD on the project, former EY FSO - is actively recommending us internally.”
Current situation:
- “EY has 3 options: internal (no group vetted), Snowflake PS (not moving), or external vendor (us).”
- “This is super strategic - enables EY to capture net new business from highest paying clients.”
- “Claire has full optionality, first client is Texas-based, 6 more clients waiting.”
The Ask (5-7 minutes)
What we need:
- “We’d love to coordinate on how to position Brainforge to Claire.”
- “If whoever speaks with Claire from Snowflake drops Brainforge’s name, and she gets that in an email + already met me, it will make her decision easy.”
- “We can help bring this deal over the line for Snowflake.”
What we can offer:
- “We’ll develop entirely on Snowflake (native as much as possible).”
- “We have the relationship - Clarence is MD, I met Claire.”
- “We’ve proven we can deliver - helped them win the Lonestar deal.”
- “We can move fast - Claire wants to move fast.”
Questions to Ask
- “What’s your perspective on this opportunity?”
- “How do you typically handle partner recommendations on deals like this?”
- “What would make it easiest for you to recommend Brainforge to Claire?”
- “What information do you need from us?”
- “How can we help you close this deal?”
Account Brief for EY (For AEs to Share)
EY FSO - Tax Data Standardization Opportunity
Client: EY Financial Services Office (FSO), Texas
Contact: Claire (Senior Partner)
Opportunity: Data standardization pipelines into Snowflake for tax departments
The Challenge:
- Tax departments have fragmented data across multiple source systems
- Manual checking and correcting before sending to EY causes delays
- Makes analysis and advisory difficult - have to go back to client for more data
- Need standardized, automated data pipeline into Snowflake that is AI-ready
The Solution:
- Build data standardization pipelines into Snowflake (native as much as possible)
- Agent-assisted walkthrough for repeatability
- Train EY’s overseas dev teams to maintain and expand pipelines
- Creates scalable, repeatable process (not one-off vendor work)
Why Brainforge:
- Proven track record: Helped EY win 4-year $5M contract using Snowflake (Lonestar’s Funds)
- Existing relationship: Uttam met with Claire, Clarence Stone (MD) is actively recommending us
- Specialized expertise: Data consolidation, modeling, Snowflake implementations
- Build and train model: Build first, then train teams - aligns with what Claire wants
The Opportunity:
- First client is Texas-based
- Claire has identified 6 additional clients for this solution
- Super strategic - enables EY to capture net new business from highest paying clients
Co-Sell Playbook: Tax Data Standardization
Play Overview
Play Name: Tax Data Standardization Pipeline
Target: EY FSO tax departments
Snowflake Role: Native Snowflake platform, data warehouse
Brainforge Role: Implementation partner, build and train model
Pain Points Addressed
- Fragmented data - Tax data scattered across multiple source systems
- Manual processes - Checking and correcting data before sending to EY
- Delayed cycles - Manual processes delay tax preparation on tail end
- Difficult analysis - Hard to do analysis and advisory without going back to client
- Lack of standardization - No standardized process for data pipeline
Brainforge Approach
- Build first set of pipelines - Native Snowflake development
- Agent-assisted walkthrough - Creates repeatable process
- Train EY’s overseas dev teams - Enables self-sufficiency
- Document and scale - Creates scalable, repeatable process
Timeline
- Discovery: 2-3 weeks
- Build: 8-12 weeks
- Train: 2-4 weeks
- Total: ~16-20 weeks
Outcome
- Standardized data pipeline process
- Faster tax preparation cycles
- Better analytics and advisory capabilities
- Scalable to 6+ additional clients
- Self-sufficient EY teams
Rep Talking Points
To Claire:
- “We’ve worked with Brainforge before - they helped you win the Lonestar deal using Snowflake.”
- “They specialize in this exact work - data consolidation, modeling, Snowflake implementations.”
- “They have the relationship - Clarence is MD on the project, Uttam already met with you.”
- “They can move fast - build first, then train your teams. This aligns with what you want.”
To EY:
- “Brainforge has proven they can deliver - helped you win the Lonestar deal.”
- “They’ll develop entirely on Snowflake - native as much as possible.”
- “They’ll build first, then train your teams - creates self-sufficiency.”
- “This is scalable - first client is Texas-based, you have 6 more clients waiting.”
Follow-Up Checklist
After Initial Outreach
- Send email to Ravi and Gregg
- Follow up if no response after 3 days
- Schedule call if they’re interested
- Prepare talking points for call
After Call
- Send thank you email
- Share account brief if requested
- Provide any additional materials
- Coordinate on messaging
- Set up follow-up if needed
Ongoing
- Keep them updated on progress
- Share any new information
- Coordinate on communications with Claire
- Track whether they mention Brainforge to Claire
Created: January 22, 2026
Status: Ready to use