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Partnership Onboarding Plan

Status

Use Case

Use Case Detail

Tech Owner

# of Credits

Timeline

Business Benefit

Current

CRM Enrichment

600k accounts

Larry

600,000

ASAP

Replace ZI based on results in slides XYZ

Current

MQL Enrichment

More details here

Edwin

250,000

ASAP

Details here

Validated, after contract

Additional

Sales may need more

Larry

250,000

Soon

More use cases because we’re so great

Future State

Use case Y

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Example of Plan built out for customer

Status

Use Case

Use Case Detail

Owner(s)

Timeline

Business Benefit

In Scope

Handle repeat customer support tasks and tickets

Use AI agent to improve customer response times and volume of tickets resolved

Zoe

2 Weeks

Improve operational focus on higher leverage tasks to improve number of resolutions per day and reduction in overhead on repeat tasks.

Validated, after contract

Semantic search

Natural language queries to handle important internal and external tasks

Allison

3-6 Months

Standardize how information is shared internally and externally to avoid risks of ineffective solutions for customers.

Future State

10x our Engineering organization through agents

Allow all members of Acme to use Agents to complement internal workflows and daily tasks

Ashley

6-12 Months

Reduce repeat tasks, focus on core parts of our business.

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About our Team

Current Work

Experience selling at world-class companies

We support Founding teams looking to accelerate their current sales efforts to the next level or build their first GTM motion from the ground up. Our experience includes working for firms led by Midas-list investors, operating at world-class GTM teams from pre-$1m in ARR to $1.5B ARR, and being in the seat with Founders on their journey from $0-100M+ ARR prior to raising their next fundraising rounds from Tier-1 investors.

Our goal is to be the de-facto firm to complement the strengths of technical Founders, and ramp them faster through expertise and repeat patterns we see on a day-to-day basis. We are not a playbook firm, but know how and when to deploy the right tools to ensure you’re making the right strides towards product-market fit and building the best GTM team possible.