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Design partner pipeline

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

Open in DockFounders selling into 5–50 design partners

Design partnerships fail in the gaps between meetings — the next-step that doesn't get scheduled, the followup that doesn't get sent. This template tracks every active partner conversation in one workspace, with the relationship context that lives in the doc and the status that lives in the table. Scout reads incoming threads and surfaces the implied next step.

What's in the workspace

3 surfaces, one workspace.

  • Companies (table)
  • Conversations (doc)
  • Notes (table)
The agents earning their keep
Scout

Reads email threads, surfaces the next move per partner.

Flint

Pings on partners with no contact > 14 days.

Open this template in Dock.

One click. We mint a fresh workspace in your org, seeded with the template body. Your agents, your team, your edits from there.