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  • The brief
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  • This week · 6
  • This quarter · 9
  • Big bets · 3
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Generated Oct 21, 2026
  1. Programmable
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growth playbook · Oct 21, 2026

omni.co (opens in a new tab)

Omni growth playbook

Diagnosis

Omni is growing fast (it projected 4x ARR in 2025 and expects to double in 2026) and its open roles show where: upmarket into strategic enterprise accounts, into industry and line-of-business selling, and abroad, with first hires in Dublin, Sydney and Singapore.

The engine is a BDR organisation, eight pre-sales engineers, a professional services team working with partners, and a new growth data platform for GTM signals. This playbook gives that engine sharper fuel: a pricing page where /pricing is a dead end, a deadline-driven Explo migration push, outreach built from the weekly engineering demos, German proof for the DACH BDR, email deliverability fixed before volume grows, and Looker-migration targeting from rivals' job posts.

Then come fixed-scope migrations, industry and department pages, a CFO business case, a standard POC, change signals, APAC and warehouse co-selling, assistants as a channel and embedded analytics. The big bets are EMEA, a benchmark that defines governed AI accuracy, and a finance-led offer.

Growth Score

8/10

Biggest Opportunity

Turn Omni's Looker heritage and fast migrations into a repeatable switching machine: targeted lists, fixed-scope migration offers with partners and a business case for consolidation.

Biggest Risk

Every rival now claims governed AI analytics on a semantic layer (Looker with Gemini, Sigma, ThoughtSpot, Hex, Metabase), so Omni has to prove the difference in the buyer's own data, quickly, in several regions at once.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Put a "How Omni pricing works" page where /pricing returns Not Found

    List the five questions about price that AEs answer on most first calls.

    High impact First result in 2 weeks
  2. 2

    Close the Explo transition: a migration offer for every remaining Explo customer

    Pull the list of Explo accounts still on Explo and their renewal dates.

    High impact First result in 1 quarter
  3. 3

    Turn the weekly engineering demos into BDR outreach

    Pick this week's two demos and write the outreach angle for Looker users.

    Medium impact First result in 2 weeks

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 12Fill-ins · 5Reconsider · 1
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Buyers comparing BI tools look for pricing first, and every rival on Omni's own comparison pages has a pricing page. Omni's /pricing is a dead end, so the people closest to buying leave without a next step, and AI assistants answer "how much is Omni" from someone else's guess.

    High impactLow effort First result in 2 weeks Product Marketing

    First action

    List the five questions about price that AEs answer on most first calls.

    How to measure it

    Quote requests from /pricing

    Now
    –
    Target
    40 a month
    By
    90 days

    Steps

    1. 1

      Collect the questions

      From AEs and recorded first calls.

      Product Marketing, Enterprise 2 days

    2. 2

      Agree what to show

      Price drivers, trial, services, typical project; ranges only if leadership agrees.

      Head of Revenue Operations 2 days

    3. 3

      Write the page

      Plain answers, no gated PDF.

      Product Marketing, Enterprise 2 days

    4. 4

      Quote form

      Users, embedded or internal, current BI tool; route to the right segment.

      Head of Revenue Operations 1 day

    5. 5

      Publish at /pricing

      And link it from the nav and comparison pages.

      Product Marketing, Enterprise 1 hour

    6. 6

      Measure

      Visits, trials and quote requests; follow-up speed.

      Head of Revenue Operations weekly

    First result
    2 weeks
    Cost
    $0
    Owner
    Product Marketing, Enterprise

    Smallest test

    Publish a one-screen version this week and count quote requests for a month.

    Why it works

    Publish a pricing page even without list prices: what drives the price (users and roles, embedded analytics, deployment, support), what the free trial includes, how migration services are scoped, and what a typical first-year project looks like. End with two paths: start a trial, or get a quote within one business day.

    Omni's enterprise product marketer is asked to build business cases a CFO accepts; that starts with a buyer understanding the shape of the cost. A clear page also stops "pricing" searches from landing on rivals' "Omni pricing" articles.

    Ready to use

    CopyPricing page outline

    1. What you pay for (users and roles, embedded, deployment, support)
    2. What the free trial includes
    3. Migration and professional services: how projects are scoped
    4. A typical first-year project (team size, timeline)
    5. Questions procurement asks (security, contract length)
    6. Get a quote in one business day / Start a trial

    Risks and how to handle them

    • Rivals see the model

      Show what drives price, not discounts.

    • Buyers expect a number

      Offer a quote within one business day.

    Evidence

    • Your websiteSitemap (October 18, 2026): 262 URLs: 191 blog posts, 26 /articles ("best BI tools 2026"-style guides), 4 industry pages (SaaS, retail, media and advertising, financial services) and 7 comparison pages (Hex, Looker, Metabase, Power BI, Sigma, Tableau, ThoughtSpot). There is no pricing page: /pricing returns "Page not found". A /thankyou page is listed.Source
    • HiringProduct Marketing, Enterprise: "As Omni moves further into enterprise, industry, and line-of-business selling, we need a Product Marketer dedicated to the value and deal work"; build enterprise decks, "ROI narratives, executive one-pagers, business cases", translate "a technical proof-of-concept into a business case a CFO will understand", and turn "a single great customer win into a reusable asset". It is "a small, ambitious Product Marketing team".Source
    • Your websiteHomepage: "The AI analytics platform"; dashboards, spreadsheets, point-and-click and SQL in one place; "White label Omni in your product with SSO embedding, APIs, and our MCP server"; Free Trial and Request Demo. programmable.info reads logos for Condé Nast, Guitar Center, dbt Labs, Tripadvisor, BambooHR, incident.io and Cribl.Source
  • 02

    Omni bought Explo in October 2025 and promised a 12-month transition. Any Explo customer not yet on Omni is now deciding whether to move or look elsewhere, and rival embedded vendors know it.

    High impactLow effort First result in 1 quarter Managing Architect

    First action

    Pull the list of Explo accounts still on Explo and their renewal dates.

    How to measure it

    Explo accounts live on Omni

    Now
    –
    Target
    90%
    By
    1 quarter

    Steps

    1. 1

      List accounts

      Not migrated, with renewal dates.

      Engagement Manager, Professional Services 1 day

    2. 2

      Assign owners

      AE plus Managing Architect.

      Regional Sales Director, Commercial 1 day

    3. 3

      Migration plan template

      Scope, timeline, no-downtime steps.

      Managing Architect (EMEA) 1 week

    4. 4

      Send offers

      Named dates.

      Regional Sales Director, Commercial 1 week

    5. 5

      Weekly tracking

      Status per account.

      Engagement Manager, Professional Services weekly

    6. 6

      Stories

      Ask each live customer for a short story.

      Product Marketing, Enterprise per migration

    First result
    1 quarter
    Cost
    Services time
    Owner
    Managing Architect (EMEA)

    Smallest test

    Send the offer to the five largest remaining Explo accounts this week.

    Why it works

    List every Explo account not yet migrated, assign an owner, and send a written offer: a fixed migration plan by the Managing Architect, no downtime, pricing held through the current contract, and a named date. Track each account weekly until it is live.

    Retaining acquired customers is the cheapest revenue Omni will ever get, and each finished migration becomes an embedded analytics story.

    Risks and how to handle them

    • Feature gaps block migration

      Log them for product with dates; offer a partner to bridge.

    Evidence

    • Your websiteThe /explo page: "Welcome, Explo customers!"; "Over the next 12 months, we'll work with you and the Explo team to better understand what you love most about Explo"; pricing stays the same "through the end of your current contract", then "fair and transparent pricing". It names Buzzfeed, Condé Nast and Perplexity as embedded analytics customers.Source
    • NewsOmni announced the acquisition of Explo, an embedded analytics company, on October 22, 2025, with a 12-month transition supported by Explo's founders. It projected $30M ARR by the end of 2025 (4x year over year after 10x growth in 2024) and said it expects to double ARR again in 2026.Source
    • HiringProfessional Services: a Managing Architect in Dublin to "scope, sell, and deliver projects" including "internal BI and embedded analytics initiatives" while "managing consulting and delivery partners", and an Engagement Manager who owns subcontracting partners, SOWs and "PS presale collateral".Source
  • 03

    Omni ships demos every week (14 the week of October 16 alone) and has more than 2,000 videos on YouTube, but under a thousand subscribers. The BDRs are asked for copy that moves "beyond typical B2B marketing playbooks".

    Medium impactLow effort First result in 2 weeks Manager

    First action

    Pick this week's two demos and write the outreach angle for Looker users.

    How to measure it

    Reply rate

    Now
    –
    Target
    2x the current sequence
    By
    1 quarter

    Steps

    1. 1

      Pick demos

      Two a week with the widest appeal.

      Manager, Business Development 30 minutes a week

    2. 2

      Write angles

      One per segment.

      Manager, Business Development 1 hour a week

    3. 3

      Short clips

      Under 90 seconds.

      Product Marketing, Enterprise 1 hour a week

    4. 4

      Send

      To matching accounts.

      Strategic BDR weekly

    5. 5

      Track

      Replies by demo.

      Head of Revenue Operations weekly

    6. 6

      Feed back

      Which demos land; tell engineering.

      Manager, Business Development monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Manager, Business Development

    Smallest test

    Use one demo in a 50-account test this week.

    Why it works

    Each week, the BD manager picks two demos and writes a short outreach angle for each segment ("you use Looker and Claude: here is a 90-second demo of turning a Claude dashboard into governed Omni"), BDRs send them to matching accounts, and replies are tracked by demo.

    A specific, new thing that solves a problem the prospect has is the best reason to reply. Omni already makes one every week.

    Risks and how to handle them

    • Too technical for some buyers

      Lead with the outcome, link the demo.

    Evidence

    • Your websiteOmni publishes weekly engineering demos; the week of October 16, 2026 led with a "Claude Dashboard Converter" that exports a Claude dashboard built on Omni's MCP into Omni, with 13 more demos that week. programmable.info counts 2,025 videos on Omni's YouTube channel with 965 subscribers and about 197,000 views.Source
    • HiringBusiness Development Representative, German Speaking (Dublin, €75K–€85K): "Must be a fluent German and English speaker"; run "campaigns across email, LinkedIn, and other channels", "Accelerate conversion of warm and inactive prospects" and move "beyond typical B2B marketing playbooks". The shared BDR text still says Omni launched "for commercial availability last year"; the APAC post dates that launch to 2023.Source
    • HiringManager, Business Development (San Francisco and New York) plus Strategic BDRs in both cities: "we've established our BDR organization as a primary driver of qualified pipeline"; the manager will "Lead upmarket expansion through focused BDR strategy execution".Source
  • 04

    Omni is hiring a German-speaking BDR in Dublin, but on the case-study page we loaded no story is tagged Germany, Austria or Switzerland, and the site is English only.

    Medium impactLow effort First result in 1 month German speaking BDR

    First action

    Translate the Handshake migration story and the overview into German.

    How to measure it

    DACH meetings

    Now
    –
    Target
    8 a month
    By
    2 quarters

    Steps

    1. 1

      Translate stories

      Three migrations.

      Product Marketing, Enterprise 1 week

    2. 2

      One-page overview

      In German.

      Product Marketing, Enterprise 3 days

    3. 3

      Account list

      DACH companies using Looker or Tableau.

      German-speaking BDR 1 week

    4. 4

      First DACH story

      From any customer in the region.

      Product Marketing, Enterprise 1 quarter

    5. 5

      Sequences

      In German.

      German-speaking BDR 1 week

    6. 6

      Review

      Reply and meeting rates.

      Manager, Business Development monthly

    First result
    1 month
    Cost
    Translation cost
    Owner
    German speaking BDR

    Smallest test

    Send the German overview to 30 DACH accounts.

    Why it works

    Translate the three strongest migration stories into German, write a German one-page overview, and ask any DACH customer or prospect in a pilot for a short story. Build the first DACH account list from companies using Looker or Tableau.

    German-speaking buyers respond better to German material and to peers in their market; without it, the new BDR starts with nothing to send.

    Risks and how to handle them

    • Poor translation

      Native review.

    Evidence

    • HiringBusiness Development Representative, German Speaking (Dublin, €75K–€85K): "Must be a fluent German and English speaker"; run "campaigns across email, LinkedIn, and other channels", "Accelerate conversion of warm and inactive prospects" and move "beyond typical B2B marketing playbooks". The shared BDR text still says Omni launched "for commercial availability last year"; the APAC post dates that launch to 2023.Source
    • Your websiteCustomer case studies: a region filter, and on the page we loaded the stories were tagged USA, the Netherlands, Australia, France and the UK, none Germany, Austria, Switzerland or Singapore. Headlines include "Migrated eight-year-old Looker estate and launched company-wide in less than three months" and "Handshake migrated a 10 year analytics estate to Omni in 8 weeks with one engineer and AI".Source
  • 05

    BDR teams are being hired in San Francisco, New York, Dublin and Sydney, and Omni's DMARC policy is "none". That leaves the domain open to spoofing and gives mailbox providers less reason to trust outbound volume.

    Medium impactLow effort First result in 6 weeks Head of Revenue Operations

    First action

    Turn on DMARC reporting and list every service that sends as omni.co.

    How to measure it

    DMARC policy

    Now
    –
    Target
    quarantine, then reject
    By
    6 weeks

    Steps

    1. 1

      Reporting

      Turn on aggregate reports.

      Head of Revenue Operations 1 hour

    2. 2

      Inventory senders

      All tools sending as omni.co.

      Head of Revenue Operations 2 days

    3. 3

      Fix SPF and DKIM

      For each sender.

      Head of Revenue Operations 2 days

    4. 4

      Watch reports

      Two weeks.

      Head of Revenue Operations 2 weeks

    5. 5

      Move to quarantine

      Then reject.

      Head of Revenue Operations 1 hour

    6. 6

      Outbound subdomain

      For volume sending.

      Head of Revenue Operations 1 day

    First result
    6 weeks
    Cost
    $0
    Owner
    Head of Revenue Operations

    Smallest test

    Turn on reporting today.

    Why it works

    Inventory every sending service (Google Workspace, HubSpot, the sales engagement tool), make sure each passes SPF and DKIM, read DMARC reports for two weeks, then move to quarantine and later reject. Consider a separate subdomain for high-volume outbound.

    Deliverability is the first thing that breaks when a BDR team grows; fixing it before the new hires start protects every campaign.

    Risks and how to handle them

    • Legitimate mail blocked

      Read reports before enforcing.

    Evidence

    • programmable.infoSite scan: email DMARC policy "none" (SPF ~all); security headers grade D; mobile LCP 1.9 s, 27% slower than a year ago; one news mention in 30 days, about an unrelated "OMNI" crypto token; Tranco rank 541,726.Source
    • HiringManager, Business Development (San Francisco and New York) plus Strategic BDRs in both cities: "we've established our BDR organization as a primary driver of qualified pipeline"; the manager will "Lead upmarket expansion through focused BDR strategy execution".Source
    • HiringBusiness Development Representative, German Speaking (Dublin, €75K–€85K): "Must be a fluent German and English speaker"; run "campaigns across email, LinkedIn, and other channels", "Accelerate conversion of warm and inactive prospects" and move "beyond typical B2B marketing playbooks". The shared BDR text still says Omni launched "for commercial availability last year"; the APAC post dates that launch to 2023.Source
  • 06

    Omni's founders came from Looker, its comparison page and case studies feature Looker migrations, and the Strategic BDRs are asked to drive upmarket pipeline. Companies hiring for LookML skills are telling the market they run Looker today.

    High impactLow effort First result in 1 month Strategic BDR

    First action

    Pull 100 companies hiring for LookML this month.

    How to measure it

    Opportunities from the Looker list

    Now
    –
    Target
    25 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pull job posts

      Mentioning LookML or Looker.

      Software Engineer, Growth Data Platform 2 days

    2. 2

      Score

      Size, warehouse, segment.

      Software Engineer, Growth Data Platform 1 day

    3. 3

      Route

      By segment and region.

      Head of Revenue Operations 1 day

    4. 4

      Match stories

      Migration story per account.

      Product Marketing, Enterprise 1 day

    5. 5

      Send

      Strategic BDR sequences.

      Strategic BDR weekly

    6. 6

      Refresh

      Weekly pull.

      Software Engineer, Growth Data Platform weekly

    First result
    1 month
    Cost
    Data cost
    Owner
    Strategic BDR

    Smallest test

    Send ten hand-picked accounts this week.

    Why it works

    The Growth Data Platform engineer pulls companies whose job posts mention LookML or Looker, scores them by size and warehouse (Snowflake, Databricks, BigQuery), and sends the top accounts to Strategic BDRs with the migration story that fits.

    An account that is investing in Looker skills is feeling the cost of Looker now. Omni's migration stories ("eight-year-old Looker estate in less than three months") speak directly to that.

    Risks and how to handle them

    • Hiring for Looker means commitment

      Lead with running both, then migrating.

    Evidence

    • Your websiteCustomer case studies: a region filter, and on the page we loaded the stories were tagged USA, the Netherlands, Australia, France and the UK, none Germany, Austria, Switzerland or Singapore. Headlines include "Migrated eight-year-old Looker estate and launched company-wide in less than three months" and "Handshake migrated a 10 year analytics estate to Omni in 8 weeks with one engineer and AI".Source
    • HiringSoftware Engineer, Growth Data Platform: "Build and scale the data platform that turns messy GTM signals into reliable, auditable workflows"; enrichment, routing, assignment and activation across "CRM, sales engagement, ads, first and third party intent", on Snowflake, dbt and Dagster.Source
    • HiringManager, Business Development (San Francisco and New York) plus Strategic BDRs in both cities: "we've established our BDR organization as a primary driver of qualified pipeline"; the manager will "Lead upmarket expansion through focused BDR strategy execution".Source
    • HiringShared "About Omni" text: "the AI analytics platform that turns company data into a trusted source of truth for AI", "a governed context graph", answers that teams bring "into tools like Claude, ChatGPT, Cursor, and Slack"; $217M raised, "Its latest $120M Series C valued the company at $1.5B"; founders from Looker and Stitch Data. Engineers improve "Blobby, our AI agent" and build "APIs, CLIs, and MCP tools".Source

This quarter 9

The core plays for the next three months.

  • 07

    Omni's stories show migrations in weeks (Handshake in 8 weeks with one engineer), its PS team works through subcontracting partners, and partners like Hawkfry Group and Shearwater Data already migrate customers in under a month.

    High impactMedium effort First result in 1 quarter Engagement Manager

    First action

    Write the scope for a Looker migration of up to 200 dashboards.

    How to measure it

    Fixed-scope migrations

    Now
    –
    Target
    15 a quarter
    By
    3 quarters

    Steps

    1. 1

      Scopes

      Per source tool and size.

      Managing Architect (EMEA) 2 weeks

    2. 2

      Price bands

      With finance.

      Engagement Manager, Professional Services 1 week

    3. 3

      Partner terms

      Subcontracting and quality.

      Engagement Manager, Professional Services 2 weeks

    4. 4

      Sales page

      And SOW template.

      Product Marketing, Enterprise 1 week

    5. 5

      Train AEs

      When to offer it.

      Engagement Manager, Professional Services 1 hour

    6. 6

      Review

      Actual weeks against plan.

      Engagement Manager, Professional Services per migration

    First result
    1 quarter
    Cost
    Services margin
    Owner
    Engagement Manager, Professional Services

    Smallest test

    Offer it on the next three Looker deals.

    Why it works

    Publish a fixed-scope offer: Looker, Tableau or Power BI to Omni in a set number of weeks for a set price band, delivered by Omni PS or a certified partner, with the Engagement Manager running scoping and SOWs.

    A fixed scope turns the buyer's biggest fear, a long migration, into a dated plan. Partners get repeatable work, and Omni gets faster deployments.

    Risks and how to handle them

    • Scope creep

      Change orders after the fixed scope.

    Builds on

    Evidence

    • HiringProfessional Services: a Managing Architect in Dublin to "scope, sell, and deliver projects" including "internal BI and embedded analytics initiatives" while "managing consulting and delivery partners", and an Engagement Manager who owns subcontracting partners, SOWs and "PS presale collateral".Source
    • Your websiteCustomer case studies: a region filter, and on the page we loaded the stories were tagged USA, the Netherlands, Australia, France and the UK, none Germany, Austria, Switzerland or Singapore. Headlines include "Migrated eight-year-old Looker estate and launched company-wide in less than three months" and "Handshake migrated a 10 year analytics estate to Omni in 8 weeks with one engineer and AI".Source
    • Your websitePartner Program page: implementation partners phData (SWBC on Snowflake), Hawkfry Group (migrated Trint's data model "in less than 30 days") and Shearwater Data (Zapnito's embedded analytics "in less than a month"), plus quotes from Snowflake and Databricks; a "Become a partner" form.Source
  • 08

    The enterprise PMM post says Omni is moving into "industry, and line-of-business selling", but the site has four industry pages and none by department.

    High impactMedium effort First result in 2 quarters Product Marketing

    First action

    Draft the finance page using the spreadsheets feature and a finance story.

    How to measure it

    Demo requests from these pages

    Now
    –
    Target
    30 a month
    By
    2 quarters

    Steps

    1. 1

      Choose pages

      Four industries, four departments.

      Product Marketing, Enterprise 1 day

    2. 2

      Finance first

      Spreadsheets on governed data.

      Product Marketing, Enterprise 1 week

    3. 3

      Sample workbooks

      One per page.

      Frontend Engineer, Data Visualization 2 weeks

    4. 4

      Write the rest

      One a week.

      Product Marketing, Enterprise 7 weeks

    5. 5

      Link from comparisons

      And case studies.

      Product Marketing, Enterprise 1 day

    6. 6

      Give to AEs

      In sequences.

      Regional Sales Director, Enterprise 1 hour

    First result
    2 quarters
    Cost
    Content time
    Owner
    Product Marketing, Enterprise

    Smallest test

    Publish the finance page and test it in outbound.

    Why it works

    Add pages for the industries where Omni already has stories (technology, media, retail, healthcare data, marketplaces) and for departments (finance, sales, marketing, operations), each with a story, a sample workbook and the questions that team asks.

    Line-of-business buyers search for their own problem, not "BI". Each page gives AEs something to send that speaks the buyer's language.

    Risks and how to handle them

    • Thin pages

      Each needs a real story and workbook.

    Evidence

    • HiringProduct Marketing, Enterprise: "As Omni moves further into enterprise, industry, and line-of-business selling, we need a Product Marketer dedicated to the value and deal work"; build enterprise decks, "ROI narratives, executive one-pagers, business cases", translate "a technical proof-of-concept into a business case a CFO will understand", and turn "a single great customer win into a reusable asset". It is "a small, ambitious Product Marketing team".Source
    • Your websiteSitemap (October 18, 2026): 262 URLs: 191 blog posts, 26 /articles ("best BI tools 2026"-style guides), 4 industry pages (SaaS, retail, media and advertising, financial services) and 7 comparison pages (Hex, Looker, Metabase, Power BI, Sigma, Tableau, ThoughtSpot). There is no pricing page: /pricing returns "Page not found". A /thankyou page is listed.Source
    • Your websiteCustomer case studies: a region filter, and on the page we loaded the stories were tagged USA, the Netherlands, Australia, France and the UK, none Germany, Austria, Switzerland or Singapore. Headlines include "Migrated eight-year-old Looker estate and launched company-wide in less than three months" and "Handshake migrated a 10 year analytics estate to Omni in 8 weeks with one engineer and AI".Source
  • 09

    The enterprise PMM must turn POCs into a business case a CFO understands, and Strategic Enterprise AEs sell to CFOs and CDOs. Omni's pitch is one platform for dashboards, spreadsheets, SQL, AI and embedded analytics.

    High impactMedium effort First result in 1 quarter Product Marketing

    First action

    Collect savings figures from three customers who replaced more than one tool.

    How to measure it

    Deals with a business case

    Now
    –
    Target
    80%
    By
    2 quarters

    Steps

    1. 1

      Customer data

      Three consolidation customers.

      Product Marketing, Enterprise 2 weeks

    2. 2

      Model

      Inputs and savings.

      Product Marketing, Enterprise 2 weeks

    3. 3

      One-pager

      For the CFO.

      Product Marketing, Enterprise 1 week

    4. 4

      Train SEs and AEs

      Fill it in during POCs.

      Manager, Solutions Engineering 2 hours

    5. 5

      Use in deals

      Strategic and enterprise.

      Strategic Enterprise Account Executive ongoing

    6. 6

      Check results

      At 6 months.

      Product Marketing, Enterprise quarterly

    First result
    1 quarter
    Cost
    Time
    Owner
    Product Marketing, Enterprise

    Smallest test

    Use a rough version in one strategic deal.

    Why it works

    Build a consolidation model: tools replaced, licences, admin time, ad hoc requests avoided, and AI answers on governed data. Fill it with the prospect during the POC and output an executive one-pager.

    CFOs approve consolidation more easily than new spend. A model built during the POC carries the AE through procurement.

    Risks and how to handle them

    • Inflated savings

      Use the customer's own numbers.

    Evidence

    • HiringProduct Marketing, Enterprise: "As Omni moves further into enterprise, industry, and line-of-business selling, we need a Product Marketer dedicated to the value and deal work"; build enterprise decks, "ROI narratives, executive one-pagers, business cases", translate "a technical proof-of-concept into a business case a CFO will understand", and turn "a single great customer win into a reusable asset". It is "a small, ambitious Product Marketing team".Source
    • HiringSales segments: Strategic Enterprise AE for "our largest, most complex relationships" (5,000+ employees, multi-year agreements, "CFOs, CDOs, and other C-suite stakeholders"); Regional Sales Directors for Enterprise (501–5,000 employees, US and EMEA) and Commercial (1–500, San Francisco and EMEA); an Enterprise AE in Dublin.Source
    • Your websiteCustomer case studies: a region filter, and on the page we loaded the stories were tagged USA, the Netherlands, Australia, France and the UK, none Germany, Austria, Switzerland or Singapore. Headlines include "Migrated eight-year-old Looker estate and launched company-wide in less than three months" and "Handshake migrated a 10 year analytics estate to Omni in 8 weeks with one engineer and AI".Source
  • 10

    Eight pre-sales roles are open and SEs run POCs "hands-on in each prospect's own data". Standardising that gives every new SE the same winning plan.

    High impactMedium effort First result in 6 weeks Manager

    First action

    Write the POC plan from the three fastest recent wins.

    How to measure it

    POC win rate

    Now
    –
    Target
    +15 points
    By
    2 quarters

    Steps

    1. 1

      Plan

      Steps and success criteria.

      Manager, Solutions Engineering 1 week

    2. 2

      Templates

      Model and workbook starters.

      Manager, Solutions Engineering 2 weeks

    3. 3

      Day-one agreement

      Criteria signed off.

      Manager, Solutions Engineering 1 day

    4. 4

      Train SEs

      New hires first.

      Manager, Solutions Engineering 1 week

    5. 5

      Track

      Time to first answer.

      Head of Revenue Operations weekly

    6. 6

      Review

      Wins and losses.

      Manager, Solutions Engineering monthly

    First result
    6 weeks
    Cost
    SE time
    Owner
    Manager, Solutions Engineering

    Smallest test

    Run the plan on the next two POCs.

    Why it works

    Define the POC: connect the warehouse, model the top ten metrics, answer five real questions with AI and dashboards, and agree success criteria on day one. Track time to first answer.

    A POC that shows a correct answer on the buyer's own data in two days is hard to beat, and it doubles as a demo of the semantic layer.

    Risks and how to handle them

    • Messy data slows the POC

      Scope to one clean schema.

    Evidence

    • HiringSolutions Engineering: eight pre-sales roles (manager, staff, senior in the US, EMEA and Singapore, SE II, SE in San Francisco). Senior SEs lead "complex technical evaluations from discovery through proof-of-concept, hands-on in each prospect's own data and environment".Source
    • HiringShared "About Omni" text: "the AI analytics platform that turns company data into a trusted source of truth for AI", "a governed context graph", answers that teams bring "into tools like Claude, ChatGPT, Cursor, and Slack"; $217M raised, "Its latest $120M Series C valued the company at $1.5B"; founders from Looker and Stitch Data. Engineers improve "Blobby, our AI agent" and build "APIs, CLIs, and MCP tools".Source
  • 11

    The Growth Data Platform engineer is building enrichment and routing from "first and third party intent". The strongest signals for BI are specific: a new data leader, a warehouse migration, a Looker or Tableau renewal, an embedded analytics project in a job post.

    High impactMedium effort First result in 1 quarter Software Engineer

    First action

    List the signals behind the last 20 opportunities.

    How to measure it

    Meeting rate on signal accounts

    Now
    –
    Target
    3x
    By
    2 quarters

    Steps

    1. 1

      Find signals

      From past opportunities.

      Software Engineer, Growth Data Platform 1 week

    2. 2

      Detect

      Job posts, hires, warehouse changes.

      Software Engineer, Growth Data Platform 1 month

    3. 3

      Score

      And route.

      Head of Revenue Operations 2 weeks

    4. 4

      Reasons

      One opener per signal.

      Manager, Business Development 1 week

    5. 5

      Measure

      Meetings by signal.

      Head of Revenue Operations monthly

    6. 6

      Retire weak ones

      Quarterly.

      Software Engineer, Growth Data Platform quarterly

    First result
    1 quarter
    Cost
    Data cost
    Owner
    Software Engineer, Growth Data Platform

    Smallest test

    Route one signal (new data leader) for a month.

    Why it works

    Define six change signals, detect them weekly, score accounts and route them by region and segment with a reason to reach out. Measure which signals produce meetings.

    Timing beats volume. A BDR who reaches a new head of data in their first 90 days is far more likely to get a meeting.

    Risks and how to handle them

    • Creepy outreach

      Refer to public news only.

    Evidence

    • HiringSoftware Engineer, Growth Data Platform: "Build and scale the data platform that turns messy GTM signals into reliable, auditable workflows"; enrichment, routing, assignment and activation across "CRM, sales engagement, ads, first and third party intent", on Snowflake, dbt and Dagster.Source
    • HiringHead of Revenue Operations (reports to the VP of Sales): territories, segmentation and rules of engagement; hands-on in Salesforce; "Put AI into practical use" for "account research, data enrichment, pipeline inspection, and analysis".Source
    • HiringManager, Business Development (San Francisco and New York) plus Strategic BDRs in both cities: "we've established our BDR organization as a primary driver of qualified pipeline"; the manager will "Lead upmarket expansion through focused BDR strategy execution".Source
  • 12

    The Singapore AE is "our first hire on the ground", the Sydney BDR is "the founding team", and AEs are told to work with tech and SI partners. Omni already has an Australian customer story.

    High impactMedium effort First result in 2 quarters Enterprise Account Executive

    First action

    Ask the Australian customer to speak at a first event.

    How to measure it

    APAC pipeline

    Now
    –
    Target
    $2M
    By
    3 quarters

    Steps

    1. 1

      Local stories

      Three.

      Product Marketing, Enterprise 1 quarter

    2. 2

      Target list

      By country.

      APAC BDR 2 weeks

    3. 3

      Events

      With warehouse user groups.

      Enterprise Account Executive, Singapore 1 quarter

    4. 4

      SI partners

      One per country.

      Enterprise Account Executive, Singapore 1 quarter

    5. 5

      Demo slots

      APAC hours.

      Senior Solutions Engineer (Singapore) 1 week

    6. 6

      Review

      Pipeline monthly.

      Enterprise Account Executive, Singapore monthly

    First result
    2 quarters
    Cost
    Event cost
    Owner
    Enterprise Account Executive, Singapore

    Smallest test

    Hold one event in Sydney.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Give APAC a kit: the Australian story plus two more local stories, a target list by country, events with local Snowflake and Databricks user groups, one SI partner per country, and a timezone-friendly demo schedule.

    First hires in a region succeed with local proof and partners; without them they cold-call against established vendors.

    Risks and how to handle them

    • Spread too thin

      Two countries first.

    Evidence

    • HiringAPAC: a BDR in Sydney to be part of "the founding team to help us build the APAC region", a Mid-Market AE in Australia reporting to the VP of APAC, an Enterprise AE in Singapore who "will be our first hire on the ground", and a Senior Solutions Engineer in Singapore; the AEs are told to "invest in Tech & SI partnerships to build top-of-funnel pipeline".Source
    • Your websiteCustomer case studies: a region filter, and on the page we loaded the stories were tagged USA, the Netherlands, Australia, France and the UK, none Germany, Austria, Switzerland or Singapore. Headlines include "Migrated eight-year-old Looker estate and launched company-wide in less than three months" and "Handshake migrated a 10 year analytics estate to Omni in 8 weeks with one engineer and AI".Source
    • Your websitePartner Program page: implementation partners phData (SWBC on Snowflake), Hawkfry Group (migrated Trint's data model "in less than 30 days") and Shearwater Data (Zapnito's embedded analytics "in less than a month"), plus quotes from Snowflake and Databricks; a "Become a partner" form.Source
  • 13

    Omni has dedicated Snowflake and Databricks pages and partner quotes from both, and most of its stories run on one of them.

    High impactMedium effort First result in 2 quarters Regional Sales Director

    First action

    Request an account mapping session with one Snowflake regional team.

    How to measure it

    Partner-sourced pipeline

    Now
    –
    Target
    20% of enterprise
    By
    3 quarters

    Steps

    1. 1

      Map accounts

      With one region first.

      Regional Sales Director, Enterprise 1 month

    2. 2

      Joint offer

      Per vendor.

      Product Marketing, Enterprise 2 weeks

    3. 3

      Enable their reps

      A short pitch.

      Manager, Solutions Engineering 2 weeks

    4. 4

      Attribution

      In Salesforce.

      Head of Revenue Operations 1 week

    5. 5

      Quarterly mapping

      Each region.

      Regional Sales Director, Enterprise quarterly

    6. 6

      Expand

      Next regions.

      Regional Sales Director, Enterprise 2 quarters

    First result
    2 quarters
    Cost
    Time
    Owner
    Regional Sales Director, Enterprise

    Smallest test

    Run one account mapping session.

    Why it works

    In each region, map Omni target accounts to the warehouse vendor's account teams, agree a joint offer (a migration or a semantic layer for AI), and run quarterly account mapping. Track warehouse-sourced pipeline.

    Warehouse vendors want more workloads on their platform; a governed AI layer is one. Their reps open doors Omni cannot.

    Risks and how to handle them

    • Conflicting partner priorities

      Lead with accounts already on their platform.

    Evidence

    • Your websitePartner Program page: implementation partners phData (SWBC on Snowflake), Hawkfry Group (migrated Trint's data model "in less than 30 days") and Shearwater Data (Zapnito's embedded analytics "in less than a month"), plus quotes from Snowflake and Databricks; a "Become a partner" form.Source
    • HiringShared "About Omni" text: "the AI analytics platform that turns company data into a trusted source of truth for AI", "a governed context graph", answers that teams bring "into tools like Claude, ChatGPT, Cursor, and Slack"; $217M raised, "Its latest $120M Series C valued the company at $1.5B"; founders from Looker and Stitch Data. Engineers improve "Blobby, our AI agent" and build "APIs, CLIs, and MCP tools".Source
    • HiringSales segments: Strategic Enterprise AE for "our largest, most complex relationships" (5,000+ employees, multi-year agreements, "CFOs, CDOs, and other C-suite stakeholders"); Regional Sales Directors for Enterprise (501–5,000 employees, US and EMEA) and Commercial (1–500, San Francisco and EMEA); an Enterprise AE in Dublin.Source
  • 14

    Omni says teams "bring trusted data into tools like Claude, ChatGPT, Cursor, and Slack" through its MCP server, and an engineering demo already converts Claude dashboards into Omni.

    High impactMedium effort First result in 1 quarter AI Engineer

    First action

    Write the Claude setup guide using the existing MCP server.

    How to measure it

    Accounts using the MCP server

    Now
    –
    Target
    30%
    By
    2 quarters

    Steps

    1. 1

      Guides

      Per assistant.

      AI Engineer 2 weeks

    2. 2

      Templates

      Common questions.

      AI Engineer 2 weeks

    3. 3

      Directories

      Apply where available.

      AI Engineer 1 month

    4. 4

      Side-by-side

      Governed versus raw.

      Product Marketing, Enterprise 2 weeks

    5. 5

      In-product prompt

      Connect your assistant.

      Product Engineer 2 weeks

    6. 6

      Measure

      Connections and queries.

      AI Engineer monthly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    AI Engineer

    Smallest test

    Publish the Claude guide.

    Why it works

    Publish setup guides and templates for each assistant, list Omni in their connector directories where possible, and show the difference between a governed answer and a raw SQL answer side by side.

    Business users increasingly ask questions in an assistant, not in a BI tool. Being the trusted source behind those answers keeps Omni in daily use.

    Risks and how to handle them

    • Assistants change APIs

      Keep guides current with the changelog.

    Evidence

    • HiringShared "About Omni" text: "the AI analytics platform that turns company data into a trusted source of truth for AI", "a governed context graph", answers that teams bring "into tools like Claude, ChatGPT, Cursor, and Slack"; $217M raised, "Its latest $120M Series C valued the company at $1.5B"; founders from Looker and Stitch Data. Engineers improve "Blobby, our AI agent" and build "APIs, CLIs, and MCP tools".Source
    • Your websiteOmni publishes weekly engineering demos; the week of October 16, 2026 led with a "Claude Dashboard Converter" that exports a Claude dashboard built on Omni's MCP into Omni, with 13 more demos that week. programmable.info counts 2,025 videos on Omni's YouTube channel with 965 subscribers and about 197,000 views.Source
    • Your websiteHomepage: "The AI analytics platform"; dashboards, spreadsheets, point-and-click and SQL in one place; "White label Omni in your product with SSO embedding, APIs, and our MCP server"; Free Trial and Request Demo. programmable.info reads logos for Condé Nast, Guitar Center, dbt Labs, Tripadvisor, BambooHR, incident.io and Cribl.Source
  • 15

    With Explo, Omni gained an embedded analytics customer base (BambooHR, Buzzfeed, Perplexity among named users). The Commercial segment covers companies of 1–500 people, many of them SaaS companies that need customer-facing dashboards.

    High impactMedium effort First result in 2 quarters Regional Sales Director

    First action

    Collect three embedded stories, starting with BambooHR.

    How to measure it

    Embedded new business

    Now
    –
    Target
    25% of commercial
    By
    3 quarters

    Steps

    1. 1

      Stories

      Three embedded customers.

      Product Marketing, Enterprise 1 month

    2. 2

      Sandbox

      Embedding trial.

      Product Engineer 1 month

    3. 3

      Page and docs

      Embedded path.

      Product Marketing, Enterprise 2 weeks

    4. 4

      Targets

      SaaS companies hiring for analytics.

      Software Engineer, Growth Data Platform 2 weeks

    5. 5

      Sequences

      Commercial BDRs.

      Manager, Business Development 2 weeks

    6. 6

      Review

      Quarterly.

      Regional Sales Director, Commercial quarterly

    First result
    2 quarters
    Cost
    Product time
    Owner
    Regional Sales Director, Commercial

    Smallest test

    Run a 50-account embedded campaign.

    Why it works

    Give embedded its own path: a page, a trial with an embedding sandbox, technical docs, a pricing explanation and SaaS stories. Target SaaS companies hiring for customer-facing analytics.

    Embedded analytics revenue grows with the customer's own users, so it expands without new sales effort.

    Risks and how to handle them

    • Internal BI sellers distracted

      Separate targets.

    Builds on

    Evidence

    • Your websiteThe /explo page: "Welcome, Explo customers!"; "Over the next 12 months, we'll work with you and the Explo team to better understand what you love most about Explo"; pricing stays the same "through the end of your current contract", then "fair and transparent pricing". It names Buzzfeed, Condé Nast and Perplexity as embedded analytics customers.Source
    • Your websiteHomepage: "The AI analytics platform"; dashboards, spreadsheets, point-and-click and SQL in one place; "White label Omni in your product with SSO embedding, APIs, and our MCP server"; Free Trial and Request Demo. programmable.info reads logos for Condé Nast, Guitar Center, dbt Labs, Tripadvisor, BambooHR, incident.io and Cribl.Source
    • HiringSales segments: Strategic Enterprise AE for "our largest, most complex relationships" (5,000+ employees, multi-year agreements, "CFOs, CDOs, and other C-suite stakeholders"); Regional Sales Directors for Enterprise (501–5,000 employees, US and EMEA) and Commercial (1–500, San Francisco and EMEA); an Enterprise AE in Dublin.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    Dublin hires include a Regional Sales Director for enterprise and for commercial, an Enterprise AE, a German-speaking BDR, a Managing Architect, a senior SE and support. EMEA is being built as a second home market.

    High impactHigh effort First result in 4 quarters Regional Sales Director

    First action

    Decide the first two EMEA markets with the RSDs.

    How to measure it

    EMEA share of new ARR

    Now
    –
    Target
    30%
    By
    4 quarters

    Steps

    1. 1

      Markets

      Two first.

      Regional Sales Director, Enterprise 2 weeks

    2. 2

      Localise

      Site and docs.

      Product Marketing, Enterprise 1 quarter

    3. 3

      Data location

      Clear statement.

      Head of Revenue Operations 1 month

    4. 4

      Partners

      Two per market.

      Managing Architect (EMEA) 2 quarters

    5. 5

      Stories

      Two per market.

      Product Marketing, Enterprise 2 quarters

    6. 6

      Event

      Yearly EMEA event.

      Product Marketing, Enterprise 1 quarter

    First result
    4 quarters
    Cost
    Localisation and events
    Owner
    Regional Sales Director, Enterprise

    Smallest test

    Run a German-language webinar with one DACH partner.

    Why it works

    Localise the site and core docs in German and French, publish EMEA stories (the Netherlands and France already exist), state clearly where customer data is hosted, recruit two delivery partners per major market, and run a yearly EMEA customer event.

    European buyers weigh language, data location and local references heavily; a regional team without them sells uphill.

    Risks and how to handle them

    • Too many markets at once

      Two markets first.

    Builds on

    Evidence

    • HiringBusiness Development Representative, German Speaking (Dublin, €75K–€85K): "Must be a fluent German and English speaker"; run "campaigns across email, LinkedIn, and other channels", "Accelerate conversion of warm and inactive prospects" and move "beyond typical B2B marketing playbooks". The shared BDR text still says Omni launched "for commercial availability last year"; the APAC post dates that launch to 2023.Source
    • HiringSales segments: Strategic Enterprise AE for "our largest, most complex relationships" (5,000+ employees, multi-year agreements, "CFOs, CDOs, and other C-suite stakeholders"); Regional Sales Directors for Enterprise (501–5,000 employees, US and EMEA) and Commercial (1–500, San Francisco and EMEA); an Enterprise AE in Dublin.Source
    • HiringProfessional Services: a Managing Architect in Dublin to "scope, sell, and deliver projects" including "internal BI and embedded analytics initiatives" while "managing consulting and delivery partners", and an Engagement Manager who owns subcontracting partners, SOWs and "PS presale collateral".Source
    • Your websiteCustomer case studies: a region filter, and on the page we loaded the stories were tagged USA, the Netherlands, Australia, France and the UK, none Germany, Austria, Switzerland or Singapore. Headlines include "Migrated eight-year-old Looker estate and launched company-wide in less than three months" and "Handshake migrated a 10 year analytics estate to Omni in 8 weeks with one engineer and AI".Source
  • 17

    Omni has already published a 2026 article benchmarking AI analytics agents, and its whole pitch is that AI on a semantic layer gives trustworthy answers. Hex runs its own public benchmark, so the category is forming.

    High impactHigh effort First result in 3 quarters AI Engineer

    First action

    Write the method and the open question set.

    How to measure it

    Prospect benchmark runs

    Now
    –
    Target
    200 a year
    By
    4 quarters

    Steps

    1. 1

      Method

      Open and repeatable.

      AI Engineer 1 month

    2. 2

      Question set

      Public schemas.

      AI Engineer 1 month

    3. 3

      Run

      Across tools.

      AI Engineer 1 month

    4. 4

      Report

      Yearly.

      Product Marketing, Enterprise 1 month

    5. 5

      Self-run kit

      On your own data.

      AI Engineer 2 months

    6. 6

      Sales use

      In POCs.

      Manager, Solutions Engineering ongoing

    First result
    3 quarters
    Cost
    Compute and time
    Owner
    AI Engineer

    Smallest test

    Publish the method for comment.

    Why it works

    Publish a yearly benchmark with open questions and schemas: AI accuracy with and without a semantic layer, across tools and models. Let teams run it on their own data with Omni and share results.

    The company that defines how AI analytics is measured shapes how buyers judge every tool, and a benchmark run on a buyer's own data is a sales motion.

    Risks and how to handle them

    • Biased results

      Publish the method and invite rivals.

    Evidence

    • Your websiteOmni already publishes /articles/benchmarking-ai-analytics-agents-2026 and buyer guides such as "best Looker alternatives for AI analytics 2026" and "best embedded analytics tools 2026".Source
    • HiringShared "About Omni" text: "the AI analytics platform that turns company data into a trusted source of truth for AI", "a governed context graph", answers that teams bring "into tools like Claude, ChatGPT, Cursor, and Slack"; $217M raised, "Its latest $120M Series C valued the company at $1.5B"; founders from Looker and Stitch Data. Engineers improve "Blobby, our AI agent" and build "APIs, CLIs, and MCP tools".Source
    • Competitor researchRival positioning on their own sites: Sigma ("The AI runtime for business"), ThoughtSpot ("Agentic Analytics Platform"), Hex ("The Analytics platform for humans and agents"), Looker ("agentic business intelligence... a trusted semantic layer and Gemini agents"), Metabase ("Open source AI analytics you can verify", grounded in a semantic layer), Tableau and Power BI.Source
  • 18

    Strategic Enterprise AEs talk to CFOs, and Omni offers spreadsheets with "familiar formulas, forecasting, and modeling on top of live, governed data".

    High impactHigh effort First result in 4 quarters Strategic Enterprise Account…

    First action

    Interview two finance teams that already use Omni spreadsheets.

    How to measure it

    Finance-led deals

    Now
    –
    Target
    10
    By
    4 quarters

    Steps

    1. 1

      Interviews

      Finance users.

      Product Marketing, Enterprise 1 month

    2. 2

      Templates

      Close and board pack.

      Frontend Engineer, Data Visualization 2 months

    3. 3

      Offer

      For CFOs.

      Product Marketing, Enterprise 1 month

    4. 4

      Train AEs

      Finance discovery.

      Strategic Enterprise Account Executive 1 week

    5. 5

      Pilot

      Two strategic accounts.

      Strategic Enterprise Account Executive 2 quarters

    6. 6

      Stories

      From pilots.

      Product Marketing, Enterprise 1 quarter

    First result
    4 quarters
    Cost
    Template work
    Owner
    Strategic Enterprise Account Executive

    Smallest test

    Pitch it to one strategic account.

    Why it works

    A finance-led offer: replace exported spreadsheets for FP&A with Omni spreadsheets on the warehouse, with templates for the monthly close and board reporting, sold to the CFO with the data team as partner.

    Finance has budget, pain from spreadsheet errors and executive reach. Landing there spreads Omni across the company.

    Risks and how to handle them

    • Data team feels bypassed

      Bring them in as owners of the model.

    Builds on

    Evidence

    • HiringSales segments: Strategic Enterprise AE for "our largest, most complex relationships" (5,000+ employees, multi-year agreements, "CFOs, CDOs, and other C-suite stakeholders"); Regional Sales Directors for Enterprise (501–5,000 employees, US and EMEA) and Commercial (1–500, San Francisco and EMEA); an Enterprise AE in Dublin.Source
    • Your websiteHomepage: "The AI analytics platform"; dashboards, spreadsheets, point-and-click and SQL in one place; "White label Omni in your product with SSO embedding, APIs, and our MCP server"; Free Trial and Request Demo. programmable.info reads logos for Condé Nast, Guitar Center, dbt Labs, Tripadvisor, BambooHR, incident.io and Cribl.Source
    • HiringProduct Marketing, Enterprise: "As Omni moves further into enterprise, industry, and line-of-business selling, we need a Product Marketer dedicated to the value and deal work"; build enterprise decks, "ROI narratives, executive one-pagers, business cases", translate "a technical proof-of-concept into a business case a CFO will understand", and turn "a single great customer win into a reusable asset". It is "a small, ambitious Product Marketing team".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    "Omni" is a crowded name: the one news mention in 30 days was about a crypto token, and AI assistants have many Omnis to choose from.

    Medium impactLow effort First result in 1 quarter Product Marketing

    First action

    Set monitoring for "Omni Analytics".

    How to measure it

    Correct brand answers in AI assistants

    Now
    –
    Target
    all major assistants
    By
    2 quarters

    Steps

    1. 1

      Monitoring

      New keywords.

      Product Marketing, Enterprise 1 hour

    2. 2

      Structured data

      Organisation schema.

      Frontend Engineer 1 day

    3. 3

      Press style

      Omni Analytics on first mention.

      Product Marketing, Enterprise 1 hour

    4. 4

      Profiles

      Consistent names.

      Product Marketing, Enterprise 1 day

    5. 5

      Check assistants

      Monthly.

      Product Marketing, Enterprise monthly

    6. 6

      Fix errors

      As found.

      Product Marketing, Enterprise ongoing

    First result
    1 quarter
    Cost
    $0
    Owner
    Product Marketing, Enterprise

    Smallest test

    Ask three assistants about Omni and note the errors.

    Why it works

    Use "Omni Analytics" consistently in titles, press and profiles, add organisation structured data, claim the knowledge panel and monitor "Omni Analytics".

    Clear brand signals make each press hit and review count for the right company.

    Risks and how to handle them

    • None

      Low risk.

    Evidence

    • programmable.infoSite scan: email DMARC policy "none" (SPF ~all); security headers grade D; mobile LCP 1.9 s, 27% slower than a year ago; one news mention in 30 days, about an unrelated "OMNI" crypto token; Tranco rank 541,726.Source
    • Your websiteHomepage: "The AI analytics platform"; dashboards, spreadsheets, point-and-click and SQL in one place; "White label Omni in your product with SSO embedding, APIs, and our MCP server"; Free Trial and Request Demo. programmable.info reads logos for Condé Nast, Guitar Center, dbt Labs, Tripadvisor, BambooHR, incident.io and Cribl.Source
  • 20

    Omni's founders built Looker and many of its migrations come from Looker. Looker admins have questions before they ever talk to sales.

    Medium impactLow effort First result in 1 quarter Product Expert

    First action

    Schedule the first session and invite LookML developers from the Looker list.

    How to measure it

    Trial starts from office hours

    Now
    –
    Target
    20%
    By
    2 quarters

    Steps

    1. 1

      Format

      Monthly, 45 minutes.

      Product Marketing, Enterprise 1 day

    2. 2

      Hosts

      Product expert plus SE.

      Manager, Solutions Engineering 1 day

    3. 3

      Invites

      From the Looker list.

      Strategic BDR monthly

    4. 4

      Record

      Post answers.

      Product Marketing, Enterprise monthly

    5. 5

      Follow up

      Trial offer.

      Strategic BDR monthly

    6. 6

      Measure

      Trials and meetings.

      Head of Revenue Operations monthly

    First result
    1 quarter
    Cost
    $0
    Owner
    Product Expert, Customer Support (Dublin)

    Smallest test

    Hold one session.

    Why it works

    Run a monthly open session, with community.omni.co as home, for LookML developers: how models translate, what migration looks like, live Q&A. Record each and post the answers.

    Admins who learn Omni before a decision become its internal champions.

    Risks and how to handle them

    • Low attendance

      Post recordings anyway.

    Builds on

    Evidence

    • Your websiteCustomer case studies: a region filter, and on the page we loaded the stories were tagged USA, the Netherlands, Australia, France and the UK, none Germany, Austria, Switzerland or Singapore. Headlines include "Migrated eight-year-old Looker estate and launched company-wide in less than three months" and "Handshake migrated a 10 year analytics estate to Omni in 8 weeks with one engineer and AI".Source
    • HiringShared "About Omni" text: "the AI analytics platform that turns company data into a trusted source of truth for AI", "a governed context graph", answers that teams bring "into tools like Claude, ChatGPT, Cursor, and Slack"; $217M raised, "Its latest $120M Series C valued the company at $1.5B"; founders from Looker and Stitch Data. Engineers improve "Blobby, our AI agent" and build "APIs, CLIs, and MCP tools".Source
    • Your websiteOmni vs. Hex page: "Hex was built for data teams working in notebooks. Omni was founded on governed data everyone can use"; Omni's AI always queries the semantic layer; in Hex "business users get Threads. Data teams get notebooks."Source
  • 21

    Buyers fear migration time, and Omni has migration stories in weeks and a PS team that scopes projects.

    Medium impactMedium effort First result in 1 quarter Engagement Manager

    First action

    Build the estimate formula from ten past migrations.

    How to measure it

    Scoping calls from estimates

    Now
    –
    Target
    30%
    By
    2 quarters

    Steps

    1. 1

      Formula

      From past projects.

      Engagement Manager, Professional Services 1 week

    2. 2

      Build

      Simple page.

      Frontend Engineer, Data Visualization 2 weeks

    3. 3

      Stories

      Match by source tool.

      Product Marketing, Enterprise 1 week

    4. 4

      Lead routing

      To segment AEs.

      Head of Revenue Operations 1 day

    5. 5

      Publish

      Link from comparisons.

      Product Marketing, Enterprise 1 hour

    6. 6

      Calibrate

      Against actuals.

      Engagement Manager, Professional Services quarterly

    First result
    1 quarter
    Cost
    Build time
    Owner
    Engagement Manager, Professional Services

    Smallest test

    Run the formula on five live deals.

    Why it works

    A simple tool: source tool, dashboards, models and users in, an estimated timeline and plan out, with the matching story and a call to book scoping.

    An estimate turns a vague fear into a number, and every estimate is a qualified lead with its scope attached.

    Risks and how to handle them

    • Estimates too low

      Show a range and caveats.

    Builds on

    Evidence

    • Your websiteCustomer case studies: a region filter, and on the page we loaded the stories were tagged USA, the Netherlands, Australia, France and the UK, none Germany, Austria, Switzerland or Singapore. Headlines include "Migrated eight-year-old Looker estate and launched company-wide in less than three months" and "Handshake migrated a 10 year analytics estate to Omni in 8 weeks with one engineer and AI".Source
    • HiringProfessional Services: a Managing Architect in Dublin to "scope, sell, and deliver projects" including "internal BI and embedded analytics initiatives" while "managing consulting and delivery partners", and an Engagement Manager who owns subcontracting partners, SOWs and "PS presale collateral".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 21 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

  • Build this list in Info for idea #5 (opens programmable.info in a new tab)

New accounts: 100,000 free credits with code BETA100K

Find the companies (opens programmable.info in a new tab)
ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 21, 2026, and cites them throughout. Omni did not commission, review or endorse it, and Programmable is not affiliated with Omni. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Omni runs its business.

Something wrong, or do you represent Omni? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    Pricing page, Explo migration offers, demo-based outreach, German proof, DMARC and the Looker list; standardise the POC.

  2. Days 31 to 6011 ideas

    Fixed-scope migrations, industry pages, the CFO business case, change signals, the APAC kit, warehouse co-selling, assistants, embedded analytics and the wildcards.

  3. Days 61 to 903 ideas

    Commit to the big bets: EMEA from Dublin, the benchmark and a finance-led offer.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value fast migrations from legacy BI. The most cited problem: ad hoc data requests.

  • One tool for dashboards, spreadsheets, SQL and AI
  • Untrusted AI answers
  • In their words: “source of truth for AI”

Market

Competitive landscape

6 competitors compared: Looker, Sigma, Hex, ThoughtSpot and 2 more.

  • Gap to exploit: Proof of AI accuracy on the buyer's data
  • Looker: Legacy modelling workflow
  • Sigma: Overlapping message

Hiring signals

Omni is building a regional, segmented sales machine.

  • Business Development Representative (BDR) - German Speaking: DACH pipeline from Dublin. Ideas 4, 16.
  • Business Development Representative (APAC): Founding APAC team. Idea 12.
  • Enterprise Account Executive, Singapore: First hire on the ground in Singapore. Idea 12.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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