People
3 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.
- Karen Whitfield🔍ExploringChief Claims OfficerVerity Claims TechnologyAcquaintancetouched 2026-06-26Next: Book the follow-up call — owed since the summit
- Priya Nair🔍ExploringPartnerNext: Send feasibility sprint one-pager
- Robert Ellis🔍ExploringAngel investor · former MGA founderSold his MGA in 2023Warmtouched 2026-06-18Next: Build the one-page studio economics model
| Name | Company | Status | Strength | Last touch | Next action |
|---|---|---|---|---|---|
| Karen Whitfield Chief Claims Officer | Verity Claims Technology | 🔍Exploring | Acquaintance | 2026-06-26 | Book the follow-up call — owed since the summit |
| Priya Nair Partner | Cascadia Re | 🔍Exploring | Acquaintance | 2026-06-28 | Send feasibility sprint one-pager |
| Robert Ellis Angel investor · former MGA founder | Sold his MGA in 2023 | 🔍Exploring | Warm | 2026-06-18 | Build the one-page studio economics model |