People
2 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.
- Mark Sullivan😴DormantManaging Director
- Nick DeMarco😴DormantSenior Broker, E&S PropertyAt a national wholesalerAcquaintancetouched 2026-04-15
| Name | Company | Status | Strength | Last touch | Next action |
|---|---|---|---|---|---|
| Mark Sullivan Managing Director | Harborview Risk Advisors | 😴Dormant | Warm | 2026-03-01 | — |
| Nick DeMarco Senior Broker, E&S Property | At a national wholesaler | 😴Dormant | Acquaintance | 2026-04-15 | — |