Weekly Plan — Week 08, Feb 23–28, 2026

Last updated: 2026-02-26 (Wednesday EOD)

Your Big Win for This Week

Advance D&G to next steps + launch Blotout competitor outreach + fix MQL tracking so the number means something.

Two revenue plays active: Agency Intelligence (D&G tomorrow + agency follow-ups) and E2A (Blotout competitor list — $300K opportunity, Robert’s direct ask). Content strategy reset from today.

Decisions Made in WBR (2026-02-23)

Decision	Outcome
Content volume	Drop from 10 → 8 posts/week
Content mix	50% partner, 25% thought leadership, 25% one service line
Service line rule	ONE at a time. Minimum 2-week runway before switching.
MQL definition	High-intent action + contact info captured. Manually qualify.
MQL pipeline value default	$10K per MQL
MQL → SQL target	30% conversion expected
ICP conversation rule	Must include deal sizing. People who connect you ≠ ICPs.
Meetings Booked definition	All external meetings adjacent to sales (partners included)
Discovery calls	Only with SQLs
Partnerships	Uttam: Snowflake + Omni only. Others paused or Robert-managed.
Bets	Sent in Slack weekly, ad hoc, by each person
Budgeting/resourcing	Robert takes this on — expected value vs actual by channel

Strategic Context

Active Initiatives:

Agency Intelligence — HOT. D&G call Tuesday AM. Ayzenberg, Movers & Shakers, Melrose follow-ups.
E2A / Blotout competitor outreach — Robert’s direct ask. 1,500-person list. $300K at 1% conversion. Luke owns strategy/messaging. Hannah owns list + execution.
Content strategy reset — New mix starting this week: 4 partner posts (Omni/Snowflake), 2 thought leadership, 2 Agency Intelligence service posts. ONE service line only.
MQL tracking fix — Brief Ryan and Hannah on correct definition. Impacts every metric downstream.

New pipeline to track (from Robert’s WBR rundown):

Sunstone Therapies — $100 K d e a l, in t r o v ia J ak e S an d l er . F u n c t i o na l h e a l t h, r ai se d$ 150M, needs full data system. EMR angle from Eden + Hype Access case studies.
RegLabs.ai — Compliance software ($500K avg deal size). Customers need 3-6 months of data prep before product works. Brainforge as data-readiness partner in their sales motion.
OpenBB — Similar to RegLabs. Finance AI platform, same customer data onboarding problem. Demo this week.
Guideposts — Former client reconnected. CDP migration + two legal client intros.

Deprioritized this week:

Omni/DBT content campaign production (partner posts serve double duty)
General E2A content (superseded by Blotout outreach)

Energy & Capacity Forecast

Forecast: Normal → Watch Tuesday

D&G call is high-stakes. Protect Tuesday afternoon after the call. Wednesday = lighter/recovery day.

Monday: Content mix → Slack ✅. Bets → Slack ✅. MQL brief to Ryan/Hannah ✅. Clarence review.
Tuesday: D&G call (AM) ✅. Kelley Weaver call ✅. Clarence + Uttam strategy session (3hrs) ✅.
Wednesday: Agency follow-ups ✅. Blotout campaign brief ✅. Agency Intelligence Tech Ops campaign brief ✅. Omni event brief sent ✅. MQL definition confirmed ✅. Pranav sync (agency demo) — TODAY.
Thursday: Blotout list + sequence handoff to Rico. White paper outline to Ryan. Demo planning with Pranav.
Friday: WBR presentation + week wrap.

Priority Stack

Priority 1: Direct Pipeline

D&G / Joshua Dent call (Tuesday AM) — Discovery/demo. Lead with Client Intelligence demo. Come out with a deal size estimate and clear next steps. Owner: Luke + Pranav. Clarence stays off this call.
Blotout competitor outreach (Robert’s ask) — Design qualification rubric + write 3-email sequence. Luke owns strategy/messaging. Hannah builds list. Target: first batch sent early W09. See Ticket 7.
Agency follow-ups — John Winkelman (Movers & Shakers), Jake Meany + Jocelyn (Ayzenberg), Kelley Weaver (Melrose PR). Each needs a clear ask: “Would it make sense to show you what this looks like in 20 minutes?” Get deal sizing where possible.

Priority 2: Fix What’s Broken

MQL definition → brief Ryan and Hannah (TODAY) — Written definition. They’ve been confused. This fixes the metric.
Deal sizing on agency conversations — Robert flagged directly. Default: $10K minimum. For each ICP conversation, estimate TCV before logging.

Priority 3: Strategic Bets to Define

Clarence platform review + planning session — Review what he sent before Tuesday. Mid-week planning session. Separate track from D&G.
Metrics negotiation with Robert/Uttam — Draft talking points (already in OKRs doc), get on calendar.

Priority 4: Team Leverage

Demo creation → Ryan owns this — One handoff conversation, framework + example, he executes.
LinkedIn posts (8/week new cadence) — You write drafts for thought leadership posts. Ryan executes everything else.
Content mix execution — Ryan executes against new mix you sent today.

Priority 5: Internal

Monday WBR ✅ Done.
Friday WBR presentation — Prep Thursday. Sell on pain. Keep tight.

Delegation Plan

To Ryan:

Content execution against new 8-post mix
LinkedIn post scheduling + publishing
Influencer engagement + commenting
Demo creation (after handoff this week)

To Hannah:

Blotout list-building: pull Slack channel member contacts, build outreach tracker
Outreach sequence tracking (tech-ops agencies, IT leads, D&G, USC alumni)
High-intent action follow-up + tracking

Robert takes:

Budgeting and resourcing analysis (expected value vs actual by channel)
Partnership management for Amplitude, Lismo, Mixpanel (lighter touch)

Uttam takes:

Snowflake + Omni partnerships (2 only, goes deeper this week)

What You’re NOT Doing This Week

❌ Omni positioning pivot work — Partner content serves the Omni relationship. Don’t build a separate campaign.
❌ Multiple service line content — One service line only (Agency Intelligence). E2A and Omni campaigns pause.
❌ Executing demo builds — Ryan owns this after handoff.
❌ Influencer commenting yourself — Ryan’s job.
❌ Pipeline hygiene or HubSpot builds — Not your strength, not this week.
❌ Adding Clarence to D&G call — Separate tracks until you understand his platform.

MQL Definition (Aligned in WBR — Brief Ryan and Hannah)

An MQL is someone who takes a meaningful action showing purchase interest (lead magnet download, inbound DM, event signup, meeting request, form submission) AND has contact information captured (email, LinkedIn, phone, or intro with a name). Manually qualify at this volume. Not friends, not job seekers, not random LinkedIn connections. Default pipeline value: $10K.

MQL → SQL conversion target: 30%

This week’s confirmed MQLs: Josh Dent (D&G), Patrick (HyperWear), Daniel (E2A), Michaela DeLane (Abstrak1) = 4 MQLs

Content Mix (New — Starting This Week)

8 posts/week:

4 posts — Partner content (Omni + Snowflake focused)
2 posts — Thought leadership (Robert/Uttam personal, Luke coordinates)
2 posts — Agency Intelligence service posts (ONE service line only)

Rule: Same service line for full week minimum. No mixing campaigns. At least 2-week runway before switching to next service.

Positioning: Brainforge = forge your company brain. One singular source of truth. That’s the through-line across all service posts.

Coaching Notes

On D&G tomorrow:

Pranav runs the technical/security track. You run discovery + ROI. Come out with a deal size estimate — ask about team size, number of client brands, and what existing systems they’re using. That’s enough to size it. See deal sizing guide below.

On Clarence:

Review his platform today or tomorrow morning before the D&G call. Don’t merge the tracks. Mid-week planning session with him only after you know what you’re working with.

On MQL tracking:

Brief Ryan and Hannah today. They were guessing. The metric can’t improve if the definition isn’t shared. One paragraph Slack message is all it takes.

On content quality:

Robert and Uttam confirmed: thought leadership posts outperform service posts. When you write the hook and Ryan uses it, those are the better ones. Partner posts get the highest engagement (they amplify). Service posts need minimum 2-week runway to build. Don’t spray and pray across service lines.

On energy:

You went hard Tuesday last week and didn’t recover until Friday. Tuesday is high-stakes again. Protect Wednesday deliberately.

Metrics Targets for This Week

MQL Volume: 4 confirmed, target to add 2-3 more from agency follow-ups and Blotout outreach setup
High-Intent Actions: ≥12 (event signups, DMs, tracked links, meetings booked from actions)
MQL Quality: Apply $10K minimum deal sizing to all new MQLs logged

Success Indicators

By end of week:

✅ D&G call executed, clear next steps confirmed — demo with Pranav scheduled for next week
✅ Blotout campaign brief written, Rico briefed, Ryan on list + white paper
✅ Agency Intelligence Tech Ops campaign brief written — ready for Rico/Ryan
✅ Ryan and Hannah know MQL definition — tracking correctly by next WBR
✅ Content mix executing at 8 posts (new cadence)
✅ Clarence + Uttam strategy session complete — meeting notes captured
✅ Agency follow-ups sent (John W., Jake/Jocelyn, Kelley Weaver)
✅ Bets sent in Slack
✅ Omni event brief sent to Omni
✅ Pranav sync — demo prep Monday, demo Tuesday confirmed
✅ Forge Your Brain positioning document complete (697 lines — full framework)
✅ CTAs decided and sent to Hannah (office hours + newsletter)
✅ Try Brainforge mailbox setup with Rico (warming started)
⬜ Ryan Clay list — 30 Tier 1 accounts (due today)
⬜ Rico sequence in Instantly (pending list approval)
⬜ Retro slide deck — fill out today
⬜ Jeffrey MacDonald call — M+S exploratory (today)
⬜ MotherDuck event planning with Hannah (today)
⬜ Leads Meeting — first ever (today)

Slack Bets (Sent Monday 2026-02-23) ✅

Bets:

Decreasing content volume and focusing on Omni + Snowflake will increase content quality and as a result engagement.
Forge Your Brain will allow us to communicate our value consistently across every service line we offer.
Cutting down on services talked about will allow me to focus on partners more.

Risks:

Decreased volume but increased quality still takes up time I could spend on event planning and partners.
Lead magnets for Forge Your Brain don’t get built out quickly.
We stop getting leads from content and become too dependent on partners (long-term risk, probably not a short-term issue).

Linear Tickets

Ticket 1: D&G Call — Joshua Dent Discovery/Demo (TUESDAY AM)

Priority: Urgent Why: Direct Agency Intelligence pipeline. He responded to outreach. Conversion moment. Actions:

Run discovery + Client Intelligence demo (Luke + Pranav)
Size the deal (team size, client brands, existing systems)
Clear next steps: proposal, technical deep-dive, or stakeholder expansion
Follow-up within 24 hours

Ticket 2: Blotout Competitor Outreach — E2A Email Campaign

Priority: Urgent (Robert’s ask) Why: $300 K o pp or t u ni t y a t 1 * * C o n t e x t : * * B l o t o u t c ha r g es$ 1K/month per 8M events. Brainforge builds it custom, one-time ~$20-25K fee. Luke delivers: Qualification rubric (who to hit first) + 3-email sequence (positioning: one-time vs recurring) Hannah delivers: List-building, contact enrichment, outreach tracker, sequence loading Done when: First batch sent early W09

Ticket 3: MQL Definition → Brief Ryan and Hannah

Priority: High (do today) Why: They’re guessing. Metric is wrong. Everything downstream is wrong. Action: Send one-paragraph Slack with the aligned definition. Done.

Ticket 4: Agency Follow-Ups — Kelley, John W., Jake/Jocelyn

Priority: High Actions:

John Winkelman (Movers & Shakers): move to demo/discovery, get deal size signal
Jake Meany + Jocelyn (Ayzenberg): follow up, clear ask for next conversation
Kelley Weaver (Melrose PR): networking → discovery

Ticket 5: Clarence Platform Review + Planning Session

Priority: High (do before Tuesday) Actions:

Review materials Clarence sent Friday
Schedule mid-week planning session
Decide: Pranav on D&G call, Clarence on separate track

Ticket 6: Demo Creation Handoff → Ryan

Priority: Medium Actions:

30-min session: share framework + worked example
Ryan owns execution from this point forward

Ticket 7: Metrics Negotiation — Get on Robert/Uttam Calendar