Partnerships Tracker
Meridian Stack · Partnerships · San Francisco, CA
Ottilie Brandt heads partnerships and uses this to manage partners, deliver on milestones and pay commissions accurately.
Use this templateBoard
PartnersLowcountry Advisors
Quillfeather Media
Cobblestone Consulting
Northwind Resellers
Tern Data Systems
Brightwater Affiliates
Tables
Partners
6 sample rows · 13 columnsReferral, reseller, integration and co-marketing partners and how each is going.
| Partner | Type | Stage | Owner | Revenue share percent | Website | Agreement signed |
|---|---|---|---|---|---|---|
| Brightwater Affiliates | Rafael Ibarra | 15 | https://brightwateraffiliates.net | Yes | ||
| Cobblestone Consulting | Rafael Ibarra | 10 | https://cobblestoneconsulting.net | Yes | ||
| Lowcountry Advisors | Ottilie Brandt | 10 | https://lowcountryadvisors.net | No | ||
| Northwind Resellers | Rafael Ibarra | 25 | https://northwindresellers.net | Yes | ||
| Quillfeather Media | Chidinma Eze | 0 | https://quillfeathermedia.net | No | ||
| Tern Data Systems | Stellan Forsberg | 0 | https://terndatasystems.net | Yes |
Partner contacts
8 sample rows · 4 columnsThe people at each partner.
| Name | Partner | Role | |
|---|---|---|---|
| Bertrand Okoye | Tern Data Systems | Engineering lead | bertrand@terndatasystems.net |
| Calliope Lindgren | Quillfeather Media | Editor | calliope@quillfeathermedia.net |
| Evander Holloway | Cobblestone Consulting | Managing partner | evander@cobblestoneconsulting.net |
| Lamar Whitfield | Northwind Resellers | Sales operations | lamar@northwindresellers.net |
| Marguerite Abara | Lowcountry Advisors | Partner | marguerite@lowcountryadvisors.net |
| Roderick Tan | Brightwater Affiliates | Founder | roderick@brightwateraffiliates.net |
| Sabrina Tkachenko | Northwind Resellers | Channel director | sabrina@northwindresellers.net |
| Ximena Alcántara | Tern Data Systems | Product manager | ximena@terndatasystems.net |
Milestones
10 sample rows · 6 columnsTasks and milestones owed to or by each partner.
| Task | Partner | Start | Due | Status | Assignee |
|---|---|---|---|---|---|
| Co-branded case study | Cobblestone Consulting | Sep 27, 2026 | Oct 11, 2026 | Chidinma Eze | |
| Reseller training session | Northwind Resellers | Oct 7, 2026 | Oct 14, 2026 | Rafael Ibarra | |
| Sign referral agreement | Lowcountry Advisors | Oct 14, 2026 | Oct 24, 2026 | Ottilie Brandt | |
| Update reseller price list | Northwind Resellers | Oct 18, 2026 | Oct 26, 2026 | Rafael Ibarra | |
| Referral link tracking audit | Cobblestone Consulting | Oct 16, 2026 | Oct 29, 2026 | Stellan Forsberg | |
| Build data connector v2 | Tern Data Systems | Sep 17, 2026 | Oct 31, 2026 | Stellan Forsberg | |
| Quarterly business review | Cobblestone Consulting | Oct 31, 2026 | Nov 2, 2026 | Ottilie Brandt | |
| Publish integration guide | Tern Data Systems | Oct 27, 2026 | Nov 7, 2026 | Chidinma Eze | |
| Joint webinar plan | Quillfeather Media | Oct 19, 2026 | Nov 11, 2026 | Chidinma Eze | |
| Renew affiliate terms | Brightwater Affiliates | Nov 6, 2026 | Nov 21, 2026 | Rafael Ibarra |
Transactions
10 sample rows · 6 columnsRevenue each partner brought in and the commission owed.
| Reference | Partner | Date | Amount | Commission rate percent |
|---|---|---|---|---|
| Northwind new: Copperfield Labs | Northwind Resellers | Oct 5, 2026 | $31,500 | 25 |
| Tern marketplace listing fee, renewal | Tern Data Systems | Oct 2, 2026 | $1,200 | 0 |
| Cobblestone referral: Meadow Foods | Cobblestone Consulting | Sep 17, 2026 | $9,500 | 10 |
| Northwind new: Ridgeline Supply | Northwind Resellers | Sep 14, 2026 | $26,000 | 25 |
| Brightwater affiliate: December signups | Brightwater Affiliates | Sep 12, 2026 | $3,900 | 15 |
| Tern marketplace listing fee | Tern Data Systems | Sep 2, 2026 | $1,200 | 0 |
| Northwind renewal: Larkspur Health | Northwind Resellers | Aug 18, 2026 | $42,000 | 25 |
| Brightwater affiliate: November signups | Brightwater Affiliates | Aug 18, 2026 | $5,200 | 15 |
| Cobblestone referral: Atlas Build | Cobblestone Consulting | Aug 3, 2026 | $18,000 | 10 |
| Brightwater affiliate: October signups | Brightwater Affiliates | Jul 19, 2026 | $4,800 | 15 |
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