Demo Co
L1L2L3L4
Stage 4 · Synthesis Day 6 · Signed 2026-04-22
01 Sales
02 Setup
03 Intake
04 Synthesis
05 Iteration
06 Codification
07 Ongoing

Carried from the proposal

Auto-populated when proposal countersigned
Client
Demo Co
Domain
demo.example
Signed
2026-04-22
Layers in scope
L1 + L2
Decide stakeholders
Sara Mehta, James Holt
Review stakeholders
Priya Lin, Marcus Boyd

Pre-flight checklist

10 of 10 complete · 100%

Async items needed before narrative work can run. Each one checks itself off when the underlying file lands.

  • Founder interview held + transcript uploaded
    1 founder transcript(s) on file
    meta/inputs.yml → transcripts.founder
  • Master pitch deck shared
    Linked in inputs.yml
    meta/inputs.yml → internal_assets.master_deck
  • Recent board updates shared (3–4 quarters)
    4 board update(s) linked
    meta/inputs.yml → internal_assets.board_updates
  • Internal positioning content linked
    Notion / Confluence / Drive linked
    meta/inputs.yml → internal_assets.internal_wiki_pages
  • Phase 2 audit kicked off (homepage captured)
    Captured 2026-04-23
    meta/inputs.yml → public_assets_audit.homepage_capture_date
  • Recent JDs catalogued (last 6 months)
    3 JD(s) catalogued
    meta/inputs.yml → public_assets_audit.recent_jds
  • Founder podcast appearances catalogued
    3 appearance(s) catalogued
    meta/inputs.yml → public_assets_audit.founder_podcast_appearances
  • Competitor set confirmed by founder
    4 competitor(s) tracked
    meta/inputs.yml → competitor_set
  • Team interviews held (sales / marketing / CS / product)
    3 of 4 typical roles transcribed
    meta/inputs.yml → transcripts.team
  • Customer voice path chosen + materials pulled
    2 customer source(s) on file
    meta/inputs.yml → transcripts.customer
02 External Audit complete
Market Reality Brief audit/market-reality-brief.md
frontmatter status: locked
03 Internal Extraction complete
Internal Reality Brief extraction/internal-reality-brief.md
frontmatter status: locked
1 founder · 3 team · 2 customer · 2 podcast transcripts
4 competitors tracked
04 Synthesis in-progress
Tension & Opportunity Report synthesis/tension-and-opportunity-report.md
frontmatter status: drafted
06 Codification — 10 sections not-started