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Platinum-Partner.md

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01-Tiers/Platinum-Partner.md

  1. ---
  2. type: tier
  3. scope: 01-Tiers
  4. tier_name: "Platinum Partner"
  5. user_group: "Platinum Partner"
  6. annual_volume: "$8K to $25K lifetime spend"
  7. source: "07-Automation/partner-thresholds.md (ltv_bands); program definitions owned by Ines Carvalho"
  8. tags: [outreach, tier, partner-program]
  9. created: 2026-06-16
  10. updated: 2026-09-28
  11. aliases: ["Platinum Partner"]
  12. ---
  14. # Platinum Partner
  16. Partner Program tier. Maps to the computed `user_group_correct` value **"Platinum Partner"** in the client data. The band is set in the `ltv_bands` block of [[partner-thresholds]]; the program definitions are Ines Carvalho's. See [[00-Index]].
  18. **Lifetime spend band:** $8,000 to $25,000 (lower bound inclusive, upper exclusive)
  20. ## Benefits
  21. - Everything in [[Palladium-Partner]]
  22. - A dedicated client success manager
  23. - A quarterly planning consult, no time cap
  25. ## Clients in this tier
  27. Filters on `user_group_correct`, the tier the weekly driver computes. Raw `user_group` is blank on the stubs, so filtering on it under-reports to zero. `ltv` is a currency string (`"$6,887.10"`), so a Dataview sort on it would be lexical and put $9,000 above $12,000; the list sorts by most recent order instead.
  29. ```dataview
  30. TABLE WITHOUT ID file.link AS "Client", company AS "Company", email AS "Email", ltv AS "LTV", total_orders_count AS "Orders", last_order_date AS "Last Order"
  31. FROM "03-Clients/client-stubs"
  32. WHERE user_group_correct = "Platinum Partner"
  33. SORT last_order_date DESC
  34. ```
  36. ## Outreach fit
  37. Clients here are reached through [[Check-In-Outreach]] (Palladium / Platinum) or [[Executive-Outreach]] (Platinum+ / Iridium / Rhodium). New tier crossings and never-contacted accounts go to [[Client-Interaction]] (Partner Tier Upgrade, cat 24). Lapsed accounts (no order in 12+ months) route to [[Winback-Outreach]]. Routing rules: [[pipeline-routing-rules]].