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Design partner pipeline

Companies, contacts, conversations, status. Scout 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
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