We sequence every engagement through four phases, Assess, Design, Build, Run, with named deliverables, a clear executive sponsor, and a quality gate at every transition. You can engage us for one phase, or for all four as a continuous practice.
A structured diagnostic of your ecosystem platform against five dimensions: revenue mix, lifecycle leakage, stakeholder alignment, data & identity foundation, and AI readiness. We deliver a board grade memo, a heat mapped opportunity register, and a phased roadmap your CEO can fund.
A 30 40 page memo signed by the CRO and Partner Executive that becomes the founding artifact for the next three phases, or, if the readiness isn’t there, the case for a targeted foundation engagement first.
Mapping of partner sourced vs. partner influenced vs. direct revenue, with leakage analysis at each lifecycle stage. We instrument your CRM, partner portal, and finance system for a clean 8 quarter look back.
Structured interviews with the CRO, CMO, CPO, CCO, CFO, and partner leadership. We surface where ownership of partner outcomes is contested, where it’s orphaned, and where it’s ready for an agent to take over a manual handoff.
Inventory of your data foundation (CRM, partner portal, data warehouse, LMS, financial systems), partner identity graph, and integration footprint. We test five canonical queries we know every agent will need.
A pillar by pillar readiness score across the four operating pillars, with explicit risk flags for any agent that depends on data, identity, or governance that isn’t yet in place.
The target operating model. We design the partner lifecycle, the stakeholder governance, the agent roadmap by pillar, and the integration architecture, grounded in your existing CRM, partner portal, and data foundation. Outputs are concrete enough to enter Build immediately.
A signed off blueprint, agent catalog selection, and rollout sequence, including the two anchor partners selected for the pilot and the executive cadence that will govern Run.
The full partner lifecycle, recruit, onboard, enable, co sell, manage, expand, advocate, with named owners, decision rights, and the agents that operate each stage. Reads as a workable manual, not a deck.
Selection of the 12 24 agents from our catalog that will deploy in your environment, sequenced across Pillars 1 4 plus the four cross cutting practices. Each agent has a named executive sponsor.
The five layer Sympatheia reference: external signals, data foundation, systems of record, AI services, and collaboration. We adapt the canonical stack (Snowflake / Cortex, Salesforce, HG Insights, Slack Connect) to your environment.
The executive cadence that runs the partner motion. Friday CRO pipeline review, monthly CMO co marketing council, quarterly CPO roadmap council, monthly CCO health review, each driven by agent produced inputs.
Agent deployment, dashboard configuration, integration with your systems of record, and pilot rollout with two anchor partners. We instrument every agent for fast iteration and ship a working Pillar 1 + Pillar 2 capability set into production before any of the deeper pillars start.
The Partner Operations dashboard live in your environment, agents running against real partner data, anchor partners onboarded through the new motion, and the first weekly CRO review held against agent produced inputs.
Sequenced deployment of the selected agents: Pillar 1 (Onboarding) and Pillar 2 (Co Sell) in the first 8 weeks, Pillar 3 (Enablement) and Pillar 4 (Revenue Intel) in weeks 8 14, cross cutting agents (QBR Builder, Integration Monitor, Co Marketing) in parallel.
Five executive views, Sales (CRO), Marketing (CMO), Enablement (VP Sales), Customer Success (CCO), Product (CPO), with the weekly cadence drawer your team uses every Friday morning.
Bi directional integration of Salesforce + data warehouse (Snowflake by default; we work with Databricks, BigQuery, and Redshift), HG Insights or equivalent technographic source, partner LMS, and Slack Connect for the collaboration layer.
Two anchor partners selected during Design are onboarded through the new motion. We run a live co sell cycle, a co marketing campaign, a certification refresh, and a health review with each, instrumenting every handoff for iteration.
The default state of the engagement. Our pod runs alongside your team, monitoring agent performance, shipping new agents quarterly, holding the executive cadence, and reporting against the headline KPIs we set at Design. We earn our seat at the table every quarter, on outcome.
An eight slide QBR per corporate function (Sales, Marketing, Enablement, CS, Product) auto generated by our QBR Report Builder agent, held with the executive sponsor of each pillar. Continuation gates after each.
SLA monitoring on all production agents, weekly eval refresh, fine tuning against fresh partner data, and incident response on agent failures. The data layer is the dependency, we monitor it as ferociously as the agents themselves.
One to three new agents per quarter, sequenced against the executive priorities surfaced in the previous QBR. We default to deploying the next agent that unlocks the next stakeholder, not the next agent on a backlog.
Our pod runs alongside the cadence we designed in Phase 02: Friday CRO pipeline review, monthly CMO co marketing council, quarterly CPO roadmap council. We don’t replace your team in these rooms, we bring the right inputs.
Every quarter we report against the headline KPIs set at Design: co sell win rate, MDF ROI, partner influenced ARR share, NRR premium, certification velocity, forecast accuracy. If we miss a target, we walk through why and what we’re changing.
Most engagements begin with one of these three motions. We can also enter at any single phase, for example, a standalone Assess for a CRO who wants the diagnostic before a board cycle.
A standalone 6 week Assess engagement. Board grade memo, phased roadmap, and a credible go/no go on the rest of the program. We’ll often run this concurrently with a board cycle so the CRO has the artifact in hand for the next quarter’s plan.
A 16 week Build engagement focused on a single pillar, usually Onboarding or Co Sell, with two anchor partners. Comes with a full executive cadence and a default extension into Run after the pilot lands.
All four phases sequenced over 9 12 months, assess, design, build, and run. Multiple pillars, the executive ecosystem cadence, and the full agent suite. We become the embedded pod that runs alongside your alliance team.
Our first conversation is a structured working session, not a sales pitch. You bring your partner P&L, your current cadence, and your hardest two stakeholder tensions. We bring our diagnostic frame and a candid read on where to start. If we’re a fit, we’ll quote a scope before you leave.
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