Brainforge Knowledge

README

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Partner account mapping (Snowflake)

Map partner AE account lists to our book of business: score accounts, assign tiers, and get recommended actions. One input CSV per account executive (each AE has a different list).

→ First time running? See HOW_TO_RUN.md for step-by-step: HubSpot → my_accounts, Snowflake rep list → input/, and the exact commands. Process overview: SOP.md.

Folder structure

FolderPurpose
input/Drop partner AE CSVs here (e.g. snowflake_ae_jones_2026-02-25.csv). One file per AE.
my-data/Our reference data: my_accounts.csv, my_contacts.csv, my_case_studies.csv, my_campaigns.csv. Load once, update monthly.
output/Mapped results: MAPPED_<input_basename>.xlsx (e.g. MAPPED_snowflake_ae_jones_2026-02-25.xlsx).

config.yaml = scoring weights, tier thresholds, geographies, ICP. Single source of truth; keep in sync with the CONFIG tab if using the spreadsheet.

Full guide: For CSV column specs, 12 match layers, and extension prompts see cursor_automation_guide.md.

Two paths

Automation path (script)

  • Run the Python script from this folder (Snowflake/partner-mapping/).
  • How to run:
    • First time: pip install -r requirements.txt
    • Auto-detect: python partner_account_mapping_automation.py --partner-list input/snowflake_ae_jones_2026-02-25.csv
    • Optional: add domain column to partner list, then python enrich_partner_list_apollo.py input/<file>.csv → use _enriched.csv as --partner-list
    • Step 4 (enrichment): --enrich → open output/ENRICH_TASKS.md in Cursor → paste prompt from enrichment-agent-prompt.md (web search + optional Apollo subagent) → --merge-enrichment output/ENRICH_TASKS.md
    • Output: 7-sheet output/MAPPED_<stem>_<date>.xlsx (Partner List, My Accounts, Case Studies, Campaigns, Contacts, CONFIG, MAPPED OUTPUT)
  • Script reads config.yaml, discovers CSVs in input/ (one per AE), loads my-data/ CSVs, scores each partner account, writes output/MAPPED_.xlsx per input file.

Manual path (7-tab spreadsheet)

  • Use the partner account mapping template (7 tabs): Partner List, My Accounts, My Case Studies, My Campaigns, My Contacts, CONFIG, MAPPED OUTPUT.
  • Template: Store partner_account_mapping_template.xlsx in this folder or link from [Google Drive / SharePoint] (add link when available).
  • Paste partner list into Partner List; ensure CONFIG tab matches config.yaml.
  • When you change scoring, update both config.yaml and the spreadsheet CONFIG tab (Tab 6).

Both paths produce the same MAPPED OUTPUT structure. You can run automation first, then paste results into the spreadsheet for ongoing tracking.

7-tab template reference

TabPurpose
1 Partner ListRaw input from partner AE. Paste with minimal cleanup.
2 My AccountsOur book of business (CRM export). Update monthly.
3 My Case StudiesCase study index (industry, use case, size).
4 My CampaignsActive/planned campaigns for matching inbound accounts.
5 My ContactsRelationships for warm path creation.
6 CONFIGScoring weights, geo strengths, ICP, tier thresholds. Keep in sync with config.yaml.
7 MAPPED OUTPUTScored, tiered accounts with recommended actions.

New partners

To add another partner (e.g. Mixpanel): duplicate this entire partner-mapping folder under that partner (e.g. knowledge/sales/partners/Mixpanel/partner-mapping/). Same structure: input/, my-data/, output/, config.yaml, README. Adjust config as needed.

Data hygiene

Do not commit real CSVs or mapped workbooks (account/contact data). Use .gitignore for input/*.csv, my-data/*.csv, and optionally output/*.xlsx, or keep data outside the repo.

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