The company's strategic DNA — mission, vision, audiences, pains, positioning, and operating principles that downstream workspaces inherit.
Record types
The structured data this adds to your pod.
Mission
What we serve, what we change, and why now.
- Mission statement
- Time horizon
- Status
Vision
The world as it looks when we win.
- Vision statement
- Status
Value
A core operating value — how we behave when it's hard.
- Principle
- We do
- We don't
Audience
An ideal customer profile — who we are built for.
- Segment
- Persona
- Jobs to be done
- Traits
Pain Point
A specific pain a target audience feels today.
- Description
- Severity
- Audience
- Evidence
Positioning
Market category, who we stand against, and why we win.
- Category
- Against
- Because
Narrative
The origin -> insight -> mission story arc.
- Story arc
- Status
Differentiator
One thing only we do, believe, or refuse.
- Statement
- Proof
Non-Goal
Things we will deliberately NOT do.
- Statement
- Reason
Offer
Something the company sells — a product, service, or program. Optional: a pod that sells nothing simply has none.
- Status
- Summary
- Price Model
- Audience
- Positioning
Client
An active commercial relationship — created when a deal is won.
- Status
- Account Manager
- Engagement Start
- Satisfaction
- Lifetime Value
- Notes
- Contract Value
- Renewal Date
- +3
Partner
A partner relationship — both a referral source and a co-delivery collaborator, distinguished by partner type.
- Status
- Partner Type
- Account Manager
- Engagement Start
- Satisfaction
- Lifetime Value
- Notes
- Contract Value
- +2
Sponsor
A backer or sponsor of a program, round, or event.
- Status
- Sponsor Type
- Notes
Lead
An early-pipeline prospect — not yet a client, being qualified or nurtured.
- Stage
- Notes
Churned
A relationship (client, partner, or otherwise) that was active and has since ended.
- Churned Date
- Reason
- Notes
Porteur
The person carrying a venture — the one whose commitment, skills, and constraints the model actually rests on. Distinct from `client` (who pays) and `partner` …
- What They Bring
- Commitment
- Constraints
Funder
A source of non-revenue money or subsidy — a bank, a public scheme, an investor, a grantor. A hat worn by a company or a person, never a kind of its own.
- Funding Type
- Amount Committed
- Eligibility Conditions
- Decision Date
Views
- Mission & VisionTable
- AudiencesTable
- Pain PointsBoard
- Positioning & DifferentiatorsTable
- Strategy MapGraph
Relationships
- Pain point AudienceAffects
- Positioning AudienceTargets
- Differentiator PositioningSupports
First conversation
After install, your agent sets the project up with you. It starts here:
Capture the strategic DNA so every downstream workspace inherits a real company, not a generic template.
- “In one sentence — who do you serve and what do you change for them?”
- “Why now? What shifted in the world that makes this the moment?”
- “Who is this absolutely NOT for?”