People
4 contacts
ⓘProfiles are the heart of the systemexpand
The roster is ordered by relationship status, filterable by status chips or text. Open any profileto see the full template: a snapshot (role, contact info, strength, keep-warm cadence, tags), the four markdown sections — Relationship Intelligence, Business Context, Engagement Strategy, Notes — every one editable in place, plus that person's deals, open items, and a dated interaction log. Logging an interaction there bumps their last-touch date and resets the keep-warm clock. Try James Park for the richest example in the demo.
- Bill Hartley🔥ActiveRetired carrier CEO · board memberBoards: two mutuals and an insurtechTrustedtouched 2026-06-23Next: Monthly call — ask for read on Stonebridge board appetite
- Maya Chen🔥ActiveCo-founder & CEONext: Await board outcome (their meeting is this week), then send SOW
- Sarah Lindqvist🔥ActiveChief Underwriting OfficerNext: Follow up on retainer proposal redlines
- Tom Okafor🔥ActiveManaging PartnerNext: Draft advisory term sheet; send landscape map to Omar first
| Name | Company | Status | Strength | Last touch | Next action |
|---|---|---|---|---|---|
| Bill Hartley Retired carrier CEO · board member | Boards: two mutuals and an insurtech | 🔥Active | Trusted | 2026-06-23 | Monthly call — ask for read on Stonebridge board appetite |
| Maya Chen Co-founder & CEO | Brightline AI | 🔥Active | Warm | 2026-07-13 | Await board outcome (their meeting is this week), then send SOW |
| Sarah Lindqvist Chief Underwriting Officer | Meridian Specialty Group | 🔥Active | Warm | 2026-07-10 | Follow up on retainer proposal redlines |
| Tom Okafor Managing Partner | Northgate Capital | 🔥Active | Trusted | 2026-07-07 | Draft advisory term sheet; send landscape map to Omar first |