Trail summary
Trail Dashboard
Monitor active discovery efforts and understand where the team is focused.
Start here to see which market opportunities are being researched, where evidence is accumulating, and what may be ready to become a Lead next.
Why this page exists
The Trail Dashboard gives a first-time reviewer the whole discovery picture before opening individual work areas. Use it to scan active opportunities, compare evidence levels, and choose where to dig next.
Dig Site
Active work area
A Dig Site is the practical workbench where the team researches an opportunity and gathers Nuggets before anything enters Sales or CRM.
Claim Workspaces
Market opportunities being researched
Recent evidence
Nuggets surfaced this week
Nuggets are evidence records. They can be people, company clues, timing signals, outreach results, or replies. They are not Leads until the market confirms interest.
Claim Workspace
Claim Workspace
Why this page exists
This workspace is where Discovery spends most of its time. Team members work one prospect at a time, collecting evidence, recording outreach, and advancing qualified opportunities toward Sales.
Claim Summary
Prospect List
People and companies being worked inside this Claim
Open a prospect to see its working card. Nuggets belong to the prospect; a Lead is the same prospect advanced after confirmed market response.
| Name | Company | Role | Status | Last Activity | Next Action |
|---|
Prospect Card
Future working card preview
Lead Created
A Lead is created only after a prospect accepts a meeting with Jonathan.
This page shows the exact boundary between research evidence and a real Sales opportunity.
Why this page exists
Discovery can find names, companies, and useful context, but those are still Nuggets. Click Create Lead only after the accepted CTA confirms interest: "Yes, I'll meet with Jonathan."
Source Nuggets
Market response
Simulated transition only. No data is stored.
Lead Card
Sales Handoff
Transfer a qualified opportunity to Sales with enough context for a productive conversation.
Julie sends Jonathan the confirmed interest, source evidence, and next step while staying CC'd for continuity.
Why this page exists
The Handoff prevents context loss. It packages why the prospect matters, what they agreed to, and what Jonathan should do next.
Lead context
Julie to Jonathan
Sales path
CRM Qualification
Graduate only qualified records into the CRM.
Use this as a cleanup gate for CRM exports so speculative discovery does not pollute active relationship records.
Why this page exists
CRM Cleanup protects the Sales system. Imported records are reviewed and reclassified as Client, Customer, Lead, Prospect, or Archive based on what is actually known.