Airwallex Active
Industry: Fintech · Contact: Matt · Added: May 2026
Sam workshop pack v6 is ready — not visible to the client yet.
Stage
Intake Workshop Mapping Alignment
Sam Workshop Pack
Draft v6
Not visible to client
Partnership Readiness
3.4 / 5
From workshop · May 19
Partner-Sourced Gap
22% today → 30% target
⚙ AI usage · $3.76 · 640.1K tokens ⓘ
Workstreams
Each workstream rolls up its assigned tasks. Starred + ranked workstreams sit at the top and feed Key Areas of Focus.
1
WS-01
Stand up the partnerships function
From Sam D4 · People + Exec Buy-in pillars
Effort · High
ROI · High
4 tasks
2
WS-02
Activate top 12 priority partners
From Alex A7 · Top-12 ranked + Q1–Q4 sequence
Effort · High
ROI · High
3 tasks
3
WS-03
Lock executive alignment + targets
From Sam D1 + Jo intake targets
Effort · Med
ROI · High
4 tasks
4
WS-08
Bottoms-up model + Crawl/Walk/Run cadence
From Riley R3 + R6 (self-reference)
Effort · Med
ROI · High
2 tasks
— unstarred —
WS-04
CRM/PRM + attribution wiring
From Sam D4 Technology/Data + Sam D14
Effort · High
ROI · Med
4 tasks
WS-05
Partner value proposition + expectations
From Alex A11 + A9
Effort · Med
ROI · Med
2 tasks
WS-06
Partner marketing + customer journey
From Alex A5 + A8 + A12
Effort · Med
ROI · Med
3 tasks
WS-07
Public programme launch
From Sam D4 Programs pillar
Effort · Low
ROI · Med
1 task
Tasks · 20
Same component as Riley R5. Edits sync live to the Riley portal. Source citations are read-only from Sam + Alex.
Sort: Due date · earliest first
By date
By group
Alphabetical
Action
WS
Category
Priority
Assigned
Start
Due
Status
Stand up the partnerships function with a named owner reporting into Revenue
WS-01
People
High
Alex Chen
12/06/26
10/07/26
On Track
Migrate to canonical 4-C ICP scoring across all recommended partners
WS-02
Process
High
Priya Singh
19/06/26
27/07/26
On Track
Reconcile partner-sourced ARR target with per-partner ARR sum (<5% variance)
WS-04
Data
High
Sam Wright
12/06/26
02/07/26
At Risk
Close the integration-readiness blockers
WS-04
Technology
High
Marcus Lee
26/06/26
11/08/26
At Risk
Run the workshop with the executive sponsor and lock 12 / 24-month targets
WS-03
People
High
Alex Chen
12/06/26
26/06/26
On Track
Land the top 3 priority categories as Year-1 commitments
WS-03
Process
Med
Alex Chen
12/06/26
17/07/26
On Track
Run partner-program qualification on the top 12 (4-C + customer gate)
WS-02
Process
Med
Priya Singh
19/06/26
22/07/26
On Track
Ship the executive scorecard + cadence (weekly · monthly · QBR)
WS-03
Process
Med
Alex Chen
26/06/26
27/07/26
On Track
Build the Bottoms-Up Partnership Model (8 cats × 4 regions)
WS-08
Data
High
Priya Singh
02/07/26
11/08/26
On Track
Wire inputs → outputs and prove the measurement loop
WS-04
Data
Med
Sam Wright
17/07/26
21/08/26
On Track