Business development
Map the people behind every partnership.
A pipeline is more than a list of accounts. Draw the people inside each organization, the meetings and proposals between them, and the gate each decision still has to clear.
What belongs in the map
Keep the subjects separate. Name what connects them.
Use the vocabulary already present in the work. Card types identify the subjects; relationship labels state what one subject does to another.
Cards
- People
- Champions, decision makers, owners, and anyone who can stop the work.
- Organizations
- Accounts, partners, departments, and the groups people represent.
- Opportunities
- Pilots, proposals, renewals, and other outcomes still in motion.
- Meetings and gates
- Calls, reviews, procurement steps, deadlines, and unresolved approvals.
Connections
A label should read as a plain statement between two cards. These verbs fit this map:
Questions the map can answer
Open one card and inspect its immediate context.
- Who has the authority to move this decision?
- Which internal champion connects us to that person?
- What meeting, document, or approval must happen next?
- Which opportunities depend on the same relationship?
Build it from the record
Give your agent the notes and the question.
The included skill defines the markdown format. Your prompt defines which subjects and relationships matter in this map.
PromptMap my pipeline from these call notes. Include the people, the organizations they sit inside, meetings, proposals, decision gates, and who owns each next step.
- 01
Collect the record
Point your agent at call notes, account briefs, proposals, and follow-up lists.
- 02
Name the path
Keep people and organizations separate, then label ownership, influence, meetings, and gates.
- 03
Focus the decision
Open the person or opportunity that matters now and follow the shortest unresolved path.
Then follow the map. Open the central person. Their deals, meetings, and blockers line up around them.
Keep exploring
Build the next connected view.
Turn the notes into a map you can follow.
Start with this prompt, revise the markdown in your own words, and keep the file as the record.