Sample Thursday Partnerships Brief (full — every partner, sorted by tier)
Purpose: Full Thursday brief Rico drafts every week and publishes to a Google Doc (shared link to the team). Every partner is listed, sorted Gold → Silver → Bronze → Calibration → Deprioritize. Movement expectations by tier; next actions assigned to specific people (Robert, Uttam). Rico uses the Partner Playbook and Control Centers to draft this.
Where it lives: Google Doc. Rico publishes the brief there each Thursday and shares the doc link (e.g. in Slack or email) so the team can open it; the doc format transfers cleanly and doesn’t rely on Slack formatting.
Cadence by tier (from playbook):
- Gold — moving every week
- Silver — moving biweekly
- Bronze — moving monthly
- Calibration — calibrating (running first 90-day test, answering “should this be a partner?”)
- Deprioritize — no new investment; light touch only
Thursday brief content (for Google Doc)
Rico publishes this to a Google Doc each Thursday and shares the link with the team.
Partnerships brief — Week of Mar 7 (Thursday)
Synthesized from repo: knowledge/sales/partners. Full digest: [link].
Cadence reminder: Gold = weekly movement | Silver = biweekly | Bronze = monthly | Calibration = calibrating (90D test in progress).
GOLD (move every week)
Snowflake
- Movement this week: No repo update.
- Next action: Collect account lists from Snowflake; create high-value rep materials + Three Whys one-pager; nurture SRs for LMNT and Insomnia Cookies.
- Blocker: AEs ghosting.
- Robert — Own rep nurture and account-list ask. Uttam — Support materials/certifications if needed.
Omni
- Movement this week: No repo update.
- Next action: [Update Control Center with next action when known.]
- Robert — Define and document next action in Control Center; keep Gold cadence (touch this week).
SILVER (move biweekly)
Mixpanel
- Movement this week: Yes — Greg meeting with Michael to highlight the value of MCP.
- Next action: Follow up after Greg/Michael meeting; document outcome and next step in Control Center.
- Robert — Silver = biweekly; ensure next touch/action is documented in Control Center.
Amplitude
- Movement this week: Yes — Back and forth with Hugo; launching 3-month Amplitude Plus for free landing page for Brainforge; planning content campaign around it. Shared leads (Pendo, PostHog) and comparing how other partners are reacting to current sales — insight: possible pricing issue; companies are delaying platform commitments because they’re unsure how AI advancements will impact the tool they lock into.
- Next action: Run co-marketing content play (Amplitude Plus for free landing page + content campaign).
- Robert — Own co-marketing content play with Hugo; document in Control Center.
BRONZE (move monthly)
Talisma • Movement this week: No repo update. • Next action: [Update Control Center with next action when known.] • @Robert — Bronze = monthly; next touch due within the month; update Control Center when you move.
Polytomic • Movement this week: No repo update. • Next action: [Update Control Center with next action when known.] • @Robert — Bronze = monthly; update Control Center when you move.
MotherDuck • Movement this week: No repo update. • Next action: [Update Control Center with next action when known.] • @Robert — Bronze = monthly; update Control Center when you move.
CorralData • Movement this week: No repo update. • Next action: [Update Control Center with next action when known.] • @Robert — Bronze = monthly; update Control Center when you move.
CALIBRATION (calibrating — 90D test in progress)
OpenBB
- Movement this week: Yes — Control Center + formalization doc updated.
- Next action: Share Snowflake account ID with Ihsan; stand up OpenBB install; create shared Slack channel; ID 3–5 pilot FI accounts.
- Robert — Share account ID with Ihsan; create Slack channel; own pilot account list. Uttam — Own OpenBB install in our Snowflake account (README/admin commands).
GSV • Movement this week: No repo update. • Next action: [Define next action in Control Center]. 90D goal: 3–5 GSV-intro’d convos + 1 co-marketed asset by 2026-06-01. • @Robert — Calibration = run the first 90-day test; document next step and owner in Control Center.
Glimpse • Movement this week: No repo update. • Next action: [Update Control Center with next action when known.] • @Robert — Calibration = answer “should this be a partner?”; document next step in Control Center.
DEPRIORITIZE (light touch only)
Superposition — No new investment. Light relationship only if helpful. OneSource — No new investment. Light relationship only if helpful. Freshpaint — No new investment. Light relationship only if helpful.
Ask: If you’re tagged, please take the next action and update the Control Center (or comment here) so next week’s brief is accurate. Gold partners should show movement every week; Silver biweekly; Bronze monthly; Calibration = clear next step toward 90D test.
Rico drafting instructions (from playbooks)
When drafting the Thursday brief, Rico:
- Read every Control Center under
knowledge/sales/partners/[PartnerName]/PARTNER_CONTROL_CENTER.md. - Sort partners by tier (Section 1 PRIORITY or Section 11 Current Tier): Gold → Silver → Bronze → Calibration → Deprioritize.
- Apply cadence (from Partner Playbook § Partner Program Tiers):
- Gold = movement expected every week
- Silver = biweekly
- Bronze = monthly
- Calibration = calibrating (90D test; next step should be clear)
- Deprioritize = list only; no assignment
- Check repo for movement: For each partner, see if their folder had any commits in the last 7 days. Set “Movement this week: Yes/No repo update.”
- Pull next action and blockers from each Control Center §2. If blank, write “[Update Control Center with next action when known.]”
- Assign an owner for every non-Deprioritize partner. Assign Robert for GTM/relationship/rep nurture and Uttam for technical/Snowflake/install work when the Control Center or next action implies it (e.g. OpenBB install → Uttam; Snowflake rep nurture → Robert). Default to Robert when owner is unclear. (In a Google Doc, use names; if the link is shared in Slack, people can @-mention from there.)
- Publish full digest to
ops/digests/YYYY-MM-DD-weekly-partnerships-digest.mdand link it at the top of the brief. - Publish the brief to a Google Doc each Thursday and share the doc link with the team (e.g. in Slack or email) so everyone can open it. The brief lives in the doc; no need to paste the full message into Slack.