Lead templates (leads/_templates/)
Everything for new and existing lead workspaces lives in this folder.
| Item | Use |
|---|---|
| lead-spine-template.md | Canonical pipeline spine: buying-team gate, vault + Exa research, scoping, checklist. Copy to leads/{slug}/{slug}-lead.md. |
| lead-play-template.md | Outreach / motion only: co-sell metadata, account research, scripts. Copy to leads/{slug}/outreach-play.md (or variants). Still separate from the spine—link between them as needed. |
| starter | Copy-this bundle: LEAD-SPINE.md, transcripts/, proposals/. Duplicate its contents into leads/<your-kebab-slug>/. See README.md. |
Plays are not merged into the spine on purpose: one account often has one spine plus one or more named outreach plays; keeping the play as its own file avoids a 300+ line single doc.