Sales pipeline

Lightweight CRM: table-driven, doc-anchored.

## Deals

Use the **Deals** surface. Columns: account, stage, MRR, close date, owner, last touch.

Stages: Discovery → Demo → Trial → Negotiation → Closed-won / Closed-lost.

## Account notes

One section per account here. Relationship context: who we've met, what they care about, blockers, internal champions, competitive landscape.

## Lost reasons

Use the **Lost reasons** surface. Every closed-lost gets a row. Columns: account, reason category, root cause, next-time.

Review monthly: patterns surface here that don't show up in the deal table.

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.