Sales memory template (stub)
When this fits
Sales organizations that keep losing context across tools — "has any customer asked for SOC2 in Canada," "who owns the Acme relationship," "what did we promise in the MSA." Relevant once a team is past early-stage founder-led sales and pipeline spans dozens of accounts.
Collection skeleton
accounts/ — companies we sell to
contacts/ — people at those companies
deals/ — opportunities
commitments/ — things we've promised (in MSAs, SOWs, sales calls)
features/ — what the product does (often mirrors a product-strategy graph)
competitors/ — companies we displace or co-exist with
Edge vocabulary
works-at— a contact works at an accountfor-account— a deal is for an accountowned-by— a deal or account is owned by an internal person (the AE or CSM)made-to— a commitment was made to a specific accountin-contract— a commitment is codified in a signed agreementpromised-in— a commitment was made in a specific deal or callblocks— an unshipped commitment blocks a renewal or expansiondisplaces— a feature or positioning point displaces a competitorco-exists-with— we don't compete with a given tool in certain accounts
Day-one questions
- "Show me all open deals owned by Jordan." → traverse
/dealswithowned-byfilter - "What commitments are open for Acme?" → traverse
/accounts/acmeformade-tobacklinks, filter unshipped - "Which customers asked for SSO?" → traverse
/features/ssoforrequested-bybacklinks (if you seed that edge) - "Who's the AE on Globex?" → traverse
/accounts/globexforowned-by - "What did we promise Acme that's not shipped?" → traverse commitments for
made-to= Acme ANDstatus= open
Extension hints
- RFP reuse. Add
/rfp-responses/as commitments accumulate; linkderived-fromwhen reusing prior answers. - Close-won analysis. Add
/case-studies/for won deals worth showcasing; linkderived-fromspecific deals. - Renewal tracking. Add
/renewals/as a first-class collection once mid-market volume crosses a threshold.
Stub status
This template ships as a starting shape. Expand it as you use it — extension hints, example traversal, and design.md starters per collection are still to be written.