Workspace

Foundation

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?”