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