Brainforge Knowledge

PARTNER_CONTROL_CENTER

4 min read

Talisma Partner Control Center

Purpose: Single source of truth for this partnership. Mirrors the partner tracker fields and adds context for GTM and agents.

1. Partner Identification

FieldValue
PARTNER NAMETalisma
PRIORITY THIS WEEKBronze - high interest partner; needs strict capacity-gated activation model
PARTNER TYPEPartner ecosystem / Higher-ed focused GTM collaborator
PARTNER ARCHETYPEDemand Creator + Deal Accelerator
SLACK CHANNELNo dedicated channel found; coordination currently centralized in #sales-partnerships (C094R4RDR5E).
ORIGIN STORYPartnership developed through recurring syncs and a joint capabilities deck tied to higher-ed event motions.

2. Partner Action Planning

FieldValue
FIRST ACTION DATE2026-01-05 (tracked action in #sales-partnerships)
LAST ACTION DATE2026-03-13
LAST ACTION NOTESTeam flagged strong Talisma interest in webinars/events; discussed partner-capacity constraints and tier-based event allocation. Earlier threads include joint deck updates, cadence shifts, and GSV/ASU event considerations.
NEXT ACTION NOTES1) Keep Talisma in Bronze queue with one virtual slot per quarter unless pipeline ROI improves. 2) Convert deck/event efforts into one measurable pilot KPI. 3) Clarify owner and cadence for 3-week sync schedule.
BLOCKERSHigh partner demand vs limited event capacity; unclear ROI threshold for promoting beyond Bronze; no dedicated channel for execution continuity.

3. Partner Qualification

FieldValue
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

FieldValue
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

FieldValue
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

FieldValue
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

FieldValue
FIRST TOUCH DATE2026-01-05 (tracked in #sales-partnerships)
LAST ENGAGEMENT DATE2026-03-13
DAYS SINCE LAST TOUCH25 (as of 2026-04-07)
MESSAGES SENTSustained internal partner thread activity Jan-March around deck revisions, sync cadence, and event planning.
SALES ASSETS SENTJoint capabilities deck + feedback doc references; partner action notes links shared in Slack.
CO-MARKETING ASSETS CREATEDJoint capabilities deck and planned event concepts (ASU/GSV + partnership announcement concept).
CALLS BOOKEDYes - recurring sync and additional meeting invites referenced in thread.
PROPOSAL SENTNot formally captured in visible Slack artifacts.
IN-PERSON VISITEvent concept discussed; execution status not confirmed in this refresh.

8. Partner Status & Pipeline Stages

Partner Status

FieldValue
LATEST COMPLETED PHASE[Phase name]

Partner Pipeline Stages

FieldValue
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

AssetTypeStatusLink
Talisma joint capabilities deckPartner-facing deckIn useShared/iterated in #sales-partnerships threads (Jan-Feb 2026).

Partner-Facing

AssetTypeStatusLink
[Name][Partner deck / JV statement / etc.][Status][link]

Internal

AssetTypeStatusLink
[Name][Playbook / notes][Status][link]

Customer-Facing / Co-Marketing

AssetTypeStatusLink
[Name][Case study / solution brief / webinar][Status][link]

10. Active Motions & Pipeline

  • Motion 1: Event-priority gating - Owner: Luke/Hannah/Uttam - Stage: Active planning. Apply tier policy before committing additional Talisma activations.
  • Motion 2: Higher-ed joint campaign pilot - Owner: partnerships lead - Stage: Candidate. Tie one event/pilot to explicit lead and follow-up targets.

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.

Subscores (0–5)

DimensionNotesScore (0–5)
Qualification[ICP/Economics assessment][ ]
Engagement[Reps, meetings, responsiveness][ ]
Velocity[Speed through phases, NEXT ACTION discipline][ ]
Outcomes[Leads, revenue, influence][ ]

Overall

  • Total Score (provisional): [ / 20]
  • Current Tier (Tracker): Bronze
  • Recommendation: [Promote / Maintain / Demote + brief rationale]

12. Notes & Open Questions

  • Messaging sequence (next 2 weeks):
    1. Send Bronze-tier expectation note (one virtual slot + KPI-driven review).
    2. Offer one concrete pilot format with clear ICP and attendance target.
    3. Decide by next review whether to maintain Bronze or pause additional activations.

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