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Design partner pipeline

Companies, contacts, conversations, status. Your agent reads every email thread and surfaces the next move.

· 1 min read· from trydock.ai

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.

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