Design partner pipeline
Companies, contacts, conversations, status: for the 5-50 design partners closest to your launch.
## Active partners
Use the **Companies** surface. Columns: company, primary contact, role, status, last touch, next step.
## Conversations
One section per company in the doc: relationship context the table can't hold. Meeting summaries, what they're stuck on, what they're excited about.
## Notes
Use the **Notes** surface for cross-cutting observations. Columns: date, company, observation, action.
## Cadence
- Weekly: review companies with no touch > 7 days
- Bi-weekly: pulse-check call with each active partner
- Monthly: distill notes into a partner-update for everyone
Fork to next cycle
When you're done, fork the workspace for the next cycle. The new workspace will be seeded with your structure, your customizations, and this cycle's retro as your agent's first Status entry — so it picks up context-aware from where this one left off. Same template, next cycle, no manual setup.