The plan at a glance
Q4 2026 plan Quarterly review due Oct 15 Gold: won value 53 percent Partner-visible
The fourth quarter plan Devon Acheampong of RelayWorks and Lena Marsh of Northgate Operations Advisory agreed: the two Gold requirements first, one co-marketing activity second, each goal with one owner and the record behind it. It is the working copy both sides open at the monthly call. The quarterly partner review on Oct 15 closes last quarter and sets the next.
Last quarter in one view
- How well last quarter's goals were met: 4 of 5
The record the plan reads
Goals for the quarter
Devon decided the plan tracks the two Gold requirements first and the webinar second. Gold needs both requirements together, so neither goal counts on its own.
| # | Goal | Start | Target | Owner | Record |
|---|---|---|---|---|---|
| 1 | Won referral value, last 12 months | $106,000 | $200,000 | Lena Marsh | Referrals and leads |
| 2 | Certified people | 1 of 3 | 3 of 3 | Lena Marsh | Partner academy |
| 3 | Joint webinar for freight brokerages | Planned | Held, three referrals within 60 days | Priya Nandakumar | Co-marketing brief |
Goal 1: won value
$94,000 more won value is needed in the 12 month window. Two accepted opportunities and one open referral can cover most of it inside the quarter.
| Opportunity | Product | Value | Credited until | Next step |
|---|---|---|---|---|
| Larch Logistics | RelayWorks Business | $54,000 | Nov 30 | Pilot proposal for the three-shift team |
| Tolliver Freight, lead | RelayWorks Business | $40,000 | Dec 21 | First call booked by RelayWorks sales |
| Medford Cold Storage | RelayWorks Enterprise | $72,000 | Under review | Decision by RelayWorks partner operations |
| Pinecrest Parcel | RelayWorks Team | $18,000 | Waiting on Northgate | Answer the team size question |
Won value, $106,000 of $200,000
Goal 2: certification
Gold needs three certified people. Lena Marsh is certified. Owen Pryce passed the first course and has the referral course left. Priya Nandakumar has not started. Mei Tanaka decided referral reps complete the certification before joint calls, and Lena set time aside for Owen and Priya.
- Lena certified
- Owen: referral course quiz
- Priya: first course
- Priya: referral course
Goal 3: joint webinar
The webinar for freight brokerage operations leaders needs RelayWorks marketing approval for the co-branded invitation before it can be scheduled. Devon asked marketing for the approval. The campaign brief holds the audience, the message and the measures.
Monthly rhythm
What Northgate needs from RelayWorks
Support asked for this quarter
- Marketing approval of the co-branded invitationopen
- A RelayWorks speaker for the webinaropen
- Library access for Priya Nandakumar to the logo files and program guideopen
- Leads sent to both named contacts, Lena and Owendone
"Gold is closer on certification than it looks: two quizzes and a few hours. Won value takes the quarter. That is why certification is the first thing we check at every call."
Devon Acheampong, Partner manager, RelayWorks
Owners and dates
- Respond to the Fenwick Distribution lead. Owner: Lena Marsh, Oct 5open
- Answer the Pinecrest Parcel question. Owner: Owen Pryce, Oct 7open
- Confirm the webinar invitation approval. Owner: Devon Acheampong, Oct 12open
- Write next quarter's goals in the quarterly partner review. Owner: Lena Marsh, Oct 15open
- Complete the referral course quiz. Owner: Owen Pryce, Oct 16open
- Start the certification path. Owner: Priya Nandakumar, Oct 19open
The plan's owners
- Lena MarshManaging partner, Northgate Operations Advisory, owns goals 1 and 2
- Priya NandakumarMarketing lead, Northgate Operations Advisory, owns goal 3
- Devon AcheampongPartner manager, RelayWorks, agrees the plan