Innovative Group × Zip

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Assets and inputs · Updated 12 Oct 2026
Running register

Assets and inputs,
in one list.

Everything shared, everything still open, and everything we have produced. Kept current so nothing gets asked for twice and nothing goes missing between sessions.

9
Received
8
Still open
7
Produced by IG
From Zip

Received

Item
Source
Date
Status
Pardot accessProvisioned for Mark. With Salesforce this gives us the sales side of the interaction data. Marketing touchpoints still need a source.
Zip RevOps
9 Oct
Have
B2B merchant personas deckThe full persona set. Backbone of our buying committee mapping, alongside the four personas in the SDR playbook.
Alyson
6 Oct
Have
Account universe contextThe 48 are Zip's first tranche of Tier 1 accounts, drawn from roughly 600 that fit the Ideal Merchant Profile. No account with existing pipeline is excluded from consideration.
Vaneet
8 Oct
Have
RevOps contactsZmicer Kazak and Emmy Andrews, for the definitions and measurement sessions.
Alyson
9 Oct
Have
On-site logisticsBuilding access arranged, coffee and lunch sorted. Tuesday evening is a happy hour rather than dinner.
Alyson
9 Oct
Have
SDR PlaybookSales enablement onboarding document. Covers the Zip proposition, product set, Payment Experience, integrations, the competitive battle card view, four buyer personas and the ICP. The single most useful orientation document we have had.
Alyson
6 Oct
Have
Merchant targets and top 25The candidate account sheet with pipeline, ABM target, processor, category and GTM tranche columns. Basis for the ten.
Vaneet
5 Oct
Have
Salesforce accessRead access provisioned and confirmed working for Rita and Mark. Opportunity level visibility to be verified against the ten.
Zip RevOps
6 Oct
Have
Brand pillarsCustomer first, own it, stronger together, change the game.
Alyson
5 Oct
Have
Still open

Requests outstanding

Grouped by what they unlock. Nothing here is urgent beyond the few marked for the 13th.

Needed before the on site

Item
Owner
Needed
Status
TJX pilot backgroundThe earlier in-store marketing pilot with TJX, and a connection to Matthew who ran it.
Alyson
By 13 Oct
Open
Annie on TJXBuyer intel and history ahead of her session on the 13th.
Alyson
By 13 Oct
Open
Zoom invites for Zmicer and KyleZmicer Kazak on definitions and on measurement. Kyle McCarthy on Wednesday messaging. Requested by Alyson in the agenda doc.
Chris
Today
With us
CMO and CCO availabilityAround the QBR, for the opening session on the 13th.
Alyson
By 9 Oct
Open

Account intelligence

Item
Owner
Needed
Status
Pursuit intel on the tenWhat is known about each pursuit, where it sits, and who has been engaged.
Vaneet
Ongoing
Open
Organic transaction volume dataApp and virtual card volume per merchant. The strongest proof point in the talk track and the basis for several account plans.
Vaneet
Ongoing
Open
Buyer group mappingCurrent understanding of the buying committee at each of the ten.
Vaneet
Ongoing
Open
Competitor battle cardsReferenced in the SDR playbook. We would like the full set.
Zip enablement
Ongoing
Open
Zip intro deckAlso referenced in the playbook.
Zip enablement
Ongoing
Open
Best Buy case studyThe four year partnership, the original three month pilot and the no-cannibalization evidence. Directly reusable with Kohl's, Macy's and Target.
Alyson
Ongoing
Open
Forage and EBT SNAP backgroundRelevant to the Kroger and H-E-B approach.
Vaneet
Ongoing
Open

Marketing and brand

Item
Owner
Needed
Status
MBR and QBR marketing reportsHow data is presented today, so our reporting lands in a format leadership already reads.
Alyson
Ongoing
Open
Brand campaign materialsThe current campaign and the Jennifer Hudson Show work, ahead of the overview on the 13th.
Kathryn
By 13 Oct
Open
Brand assets and messaging guidelinesFor creative development.
Alyson, Emily
Ongoing
Open
Stage definitionsFound in Salesforce: prospect identification, discovery, initial scope, contracting, closed won, integration, launch, closed lost. We will map our proposed stages against these on the 13th rather than guess at the fit.
Found
7 Oct
Have

Sports and partnerships

Item
Owner
Needed
Status
Minnesota proposalsThe Twins and Wild packages as received.
Taylor
By 14 Oct
Open
Existing partnership performanceSixers, Phillies, Flyers and the Atlanta Dream playoff sponsorship. Whatever has been measured. This is the most useful input into the Minnesota decision.
Taylor
By 14 Oct
Open

Tooling and admin

Item
Owner
Needed
Status
ZoomInfo Marketing OS detailsSubscription scope, so we can advise on whether to renew and compare against what we already run.
Alyson
Ongoing
Open
Zip app fee waiverProcess confirmed. We create Zip accounts first, then send name, the email on the account and phone number, and Zip applies the employee waiver.
IG team
Today
With us
Vendor onboarding and POForm completed on our side. Confirmation of anything further from AP.
Zip AP
Ongoing
Open
From Innovative Group

What we have produced

Item
Lead
Date
Status
Kickoff agendaBoth days, current version. Shared as a PDF for circulation.
Chris
6 Oct
Shared
Minnesota sports assessmentSteve's note on the Wild and Twins proposals, the channel conflict, and the conditions that would make a partnership work.
Steve
30 Sept
Shared
Account scoring, KPIs and attributionThe working deck for Tuesday afternoon. Scoring model, KPI framework, attribution design, data schemas and the opportunity baseline.
Rita, Mark
12 Oct
Ready
Opportunity baselineOpportunity, people and interaction datasets built across the named accounts, with scores and stall reasons per account. Walked through on Tuesday afternoon.
Rita, Mark
7 Oct
Ready
SDR playbook, restructuredYour playbook reformatted into a navigable deck with a linked contents page. Sharing it back in case it is useful to your enablement team.
Rita
7 Oct
Ready
Salesforce audit findingsData gaps found while building the baseline, with recommended changes. Nothing gets edited in your system until RevOps approves the list in writing.
Rita, Mark
After the 14th
In build
Measurement and attribution modelIncluding the comparison group pairing method and the contents of each review.
Mark, Michael
By 13 Oct
In build
Account plansOne per named account, built from the intel Zip shares.
Rita
After the 14th
Planned
This page is the running record. If something is shared and it is not listed here, tell us and we will add it. If something here has already been sent and we missed it, same.