{
 "id": "11.6",
 "title": "Pipeline",
 "department": "Sales and partnerships",
 "department_slug": "sales-and-partnerships",
 "direction": null,
 "branded": false,
 "status": "needs-you",
 "owner": "Param",
 "last_verified": "Mon Oct 26",
 "holds": "Every prospect, stage, next step",
 "urls": {
  "html": "https://handbook.joinsquareup.com/sales-and-partnerships/pipeline",
  "markdown": "https://handbook.joinsquareup.com/sales-and-partnerships/pipeline.md",
  "json": "https://handbook.joinsquareup.com/sales-and-partnerships/pipeline.json"
 },
 "other_directions": [],
 "tldr": {
  "headline": "Five design partners, no real pipeline written down yet",
  "points": [
   {
    "icon": "people",
    "text": "Arata, Nutrova, Mana, Puma India and Scrubroom are the only prospects on record."
   },
   {
    "icon": "warn",
    "text": "No stages, owners, dates or values are kept anywhere in the sources."
   },
   {
    "icon": "map",
    "text": "Proposed stages run from Talking through First hand off to Agreement signed."
   },
   {
    "icon": "eye",
    "text": "Proposed Monday habit: check the visitor log for brands whose own people opened their read."
   },
   {
    "icon": "lock",
    "text": "Never name a prospect outside the team without its written yes."
   }
  ],
  "stat": {
   "value": "0",
   "label": "agreements signed on record"
  },
  "decide": "Who else are we talking to, and is Gully Labs still a design partner?",
  "mood": "waiting"
 },
 "sources": [
  "brew origin/main a559de6: db/partner-copy.js:43, auth.js:78-110",
  "memory: brew-live-stores, brew-go-live-2026-10-17, brew-audit-2026-10-15, brew-access-rules, brew-pricing-parked",
  "brand-directions/book/content/i.js i-3 partner-questions"
 ],
 "open_questions": [
  "**Who else are we talking to?** Proposal: Param lists every brand in conversation, with the contact and the next step, and we add them here this week.",
  "**Is Gully Labs still a design partner?** Proposal: mark it Paused unless Param says it is active.",
  "**Do these seven stages fit?** Proposal: accept them as written and revisit after the first two signed agreements.",
  "**Who owns each prospect?** Proposal: Param owns all of them until a second person takes one.",
  "**Where does the pipeline live?** Proposal: here in the handbook only, no separate CRM until there are more than twenty rows."
 ],
 "parts": {
  "Answer": "The pipeline is every brand we are talking to, its stage and its next step; today no pipeline exists in any source beyond the five design partners, so Param must supply the prospects and agree the stages below.",
  "Today": "| What exists | Source |\n|---|---|\n| Five real design partner prospects: Arata, Nutrova, Mana, Puma India, Scrubroom | [src: memory brew-live-stores] [src: brew/db/partner-copy.js:43] |\n| Gully Labs was called the first design partner on 17 Oct, with no connectors, and was waiting to confirm its read on 15 Oct; it is not in the 24 Oct list of five | [src: memory brew-go-live-2026-10-17] [src: memory brew-audit-2026-10-15] |\n| Cozy Snugglet and Zenant are our own test brands, never prospects | [src: memory brew-live-stores] |\n| Brands on the demo site are showcases, never presented as customers | [src: brand-directions/book/content/i.js i-2 demo-mode] |\n| Every signed in email that opens a brand is logged since 23 Oct, readable by staff at `/api/admin/visitors` | [src: memory brew-access-rules] |\n| No list of prospects, stages, owners, dates or values is kept anywhere in the sources | none |\n| No count of design partners we may quote in public | [src: brand-directions/book/content/i.js i-3 partner-questions] |",
  "Tomorrow": "| Item | Version | Tag |\n|---|---|---|\n| One table here, one row per brand, with the stages below | v1 | New, proposed |\n| Proposed stages: Talking, Read done, Team in, Connected, First hand off, Agreement signed, Paying | v1 | New, proposed |\n| A weekly look at visitor logs for brands whose own people opened their read, as a warm signal | v1 | New, proposed |\n| Paying appears as a stage only once pricing is unparked | v2 | New, proposed |",
  "How we do it": "1. When a brand starts talking to us, add a row: brand, slug, contact, source of the lead, stage, next step, date of next step, owner among Param, Sai and Arvind.\n2. Move a brand to the next stage only on a fact: a read done, a member joined, an account connected, a brief shared, a signature.\n3. Every Monday, review the table and the visitor log:\n\n```\ncurl -s -H \"cookie: <staff session>\" \"https://feed.joinsquareup.com/api/admin/visitors?slug=<slug>\"\n```\n\n4. Never name a prospect outside the team without its written yes.",
  "Numbers": "| Metric | Definition | Where measured | Status |\n|---|---|---|---|\n| Brands per stage | Count of rows in each stage | This table | Proposed |\n| Read to team in | Share of read brands where someone from the brand's own domain joined | `private/members.json` per brand | Proposed |\n| Days to first hand off | From read done to first brief shared or sent | Jam records | Proposed |\n| Design partners signed | Brands with a signed agreement | [Contracts](/sales-and-partnerships/contracts) | Proposed, today 0 on record |",
  "Open": "1. **Who else are we talking to?** Proposal: Param lists every brand in conversation, with the contact and the next step, and we add them here this week.\n2. **Is Gully Labs still a design partner?** Proposal: mark it Paused unless Param says it is active.\n3. **Do these seven stages fit?** Proposal: accept them as written and revisit after the first two signed agreements.\n4. **Who owns each prospect?** Proposal: Param owns all of them until a second person takes one.\n5. **Where does the pipeline live?** Proposal: here in the handbook only, no separate CRM until there are more than twenty rows."
 }
}