Partnership Messaging Queue Template (EA Handoff)
Use this document to convert the weekly partner pulse into a single execution list your EA can run without founder intervention.
Purpose
- Turn partner status into executable outbound actions.
- Ensure every active partner has a clear next message owner, timing, and success criteria.
- Create one weekly source of truth for messaging execution and follow-up.
Inputs required before starting
- Latest pulse draft in
knowledge/sales/partnerships/ops/drafts/. - Latest
PARTNER_CONTROL_CENTER.mdfor each active partner. - Recent activity evidence (Gmail, Slack, HubSpot/manual) if available.
- Active partner tiers for the week (Gold/Silver/Bronze/Calibration).
Weekly run cadence
- Build queue: Monday morning.
- Execute first-touch messages: Monday-Tuesday.
- Execute follow-ups: Wednesday-Thursday.
- Weekly closeout update in
#sales-partnerships: Friday.
Handoff operating rules (EA)
- Do not change partner tier in this document; only execute against current tier.
- Do not send partner messages without an owner recorded in Execution logistics (below the main queue).
- Keep one primary channel per row (email or Slack or LinkedIn), not multiple.
- If no response by the fallback date, execute fallback step exactly as written in logistics.
- Log sent messages and outcomes in Execution logistics the same day (status + evidence link).
- Escalate to Robert only on blocked rows marked
Escalate = Yesin logistics.
Queue status definitions
Queued: Ready to send, not yet sent.Sent: Initial message sent.Waiting: Sent and waiting for partner response.Follow-up Sent: Follow-up sent after no response.Response Received: Partner replied; next step required.Blocked: Cannot proceed without decision/input.Closed: Action completed for this week.
Weekly queue header
| Field | Value |
|---|---|
| Week of | [YYYY-MM-DD] |
| Prepared by | [EA name] |
| Source pulse file | [path to markdown draft] |
| Slack summary thread | [link to sales-partnerships thread] |
| Last updated | [YYYY-MM-DD HH:MM TZ] |
Execution queue (copy this table each week)
Keep this table narrow: strategy and copy context only. Put dates, owner, and status in Execution logistics.
| Partner | Tier | Objective | Channel | Audience | Message type | Draft location | Success criteria |
|---|---|---|---|---|---|---|---|
| [Snowflake] | [Gold] | [Book PM sync + confirm AE brief format] | [Email] | [Where it lands: e.g. Partner Manager thread, #channel] | [Nudge] | [path or link to pre-draft] | [What “done” means for this action — tied to the objective] |
| [Mixpanel] | [Silver] | [Re-open Q2 webinar planning] | [Slack] | [#partnership-mixpanel or named thread] | [Reactivation] | [path or link] | [Date confirmed / owner named] |
| [MotherDuck] | [Bronze] | [Offer invite-only workshop to 10 accounts] | [Email] | [Partner contact + thread] | [Proposal] | [path or link] | [Partner agrees to pilot scope] |
Column guide
- Objective — The outcome this touch should advance (one line).
- Channel — Email vs Slack vs LinkedIn; name the surface (DM, channel post, existing Gmail thread).
- Audience — Exactly where the message must land (Slack channel name, email thread,
@person, partner pod). - Message type — Taxonomy label so sent messages can feed a learning loop (patterns on what works per type).
- Draft location — Pre-drafted copy, control-center section, or doc to pull language from.
- Success criteria — How you know this action succeeded (aligned with the objective, not generic ops).
Execution logistics (optional; copy each week)
| Partner | Owner | Send by | Fallback date | Fallback action | Status | Evidence link | Escalate | Notes |
|---|---|---|---|---|---|---|---|---|
| [Snowflake] | [EA/Hannah] | [YYYY-MM-DD] | [YYYY-MM-DD] | [2-line follow-up + alt slot] | [Queued] | [link] | [No] | [context] |
| [Mixpanel] | [Owner] | [YYYY-MM-DD] | [YYYY-MM-DD] | [Escalate in #sales-partnerships] | [Queued] | [link] | [No] | [context] |
| [MotherDuck] | [Owner] | [YYYY-MM-DD] | [YYYY-MM-DD] | [Low-frequency nurture] | [Queued] | [link] | [No] | [context] |
Suggested message-type taxonomy
Reactivation: Re-open stalled thread with concise context.Nudge: Prompt response on an existing ask.Proposal: New concrete collaboration ask (event, intro, co-sell).Follow-up: Second touch after no response.Close-the-loop: Summarize prior action and confirm next step.
Daily update checklist (EA)
- Update
Statusin Execution logistics for every row touched today. - Add
Evidence linkfor each sent message. - Add one-line
Notesif partner replied (and adjust Success criteria next week if the goal shifted). - Move completed rows to
Closedin logistics.
Friday closeout format (post to sales-partnerships)
Use this exact structure:
Completed this week: [count]Waiting on partner: [count]Blocked: [count + blockers]Top wins: [1-3 bullets]Top risks next week: [1-3 bullets]Rows needing Robert input: [list partner + decision]
Escalation rules
Escalate only when one of these is true:
- Partner asks for pricing/terms change not already approved.
- New legal/commercial commitment is requested.
- Tier change is recommended.
- Two follow-ups went unanswered and partner is high-priority.
Definition of done each week
- Every active Silver/Bronze partner has at least one executed row (
Sent,Waiting, orResponse Received). - All sent rows include evidence links.
- Friday closeout posted in
#sales-partnerships. - Next week’s queue can be prepared without backtracking messages.