New lead — copy this folder

  1. Duplicate everything inside knowledge/sales/leads/_templates/starter/ to a new path:
    knowledge/sales/leads/<your-kebab-slug>/
    (e.g. copy LEAD-SPINE.md, transcripts/, proposals/ into acme-health/).

  2. Rename LEAD-SPINE.md<your-kebab-slug>-lead.md.

  3. Open the spine and set H1, Slug field, and Last updated.

  4. Drop call artifacts under transcripts/ (full transcript exports, optional *_notes.md summaries, optional *_agenda.md) and draft commercial docs under proposals/, then link them from the spine.

Canonical markdown: refresh section structure from
../lead-spine-template.md.

Motion / outreach-only drafts: ../lead-play-template.md.