| Main leak |
Name the first bottleneck to fix |
All side ideas and future wish list |
Brief Board |
If the brief grows into multiple projects |
| Desired outcome |
Define the first useful shift |
Broad strategic speculation |
Kickoff Board |
If success is still vague |
| Relevant links |
Collect only the links needed to ship |
Unused screenshots and side channels |
Partner Public Intake |
If too many unrelated assets get attached |
| Owner path |
Name who answers questions |
Internal org drama and side approvals |
Delivery Board |
If no one owns the next answer |
| Transfer rule |
Move only with an explicit family change |
Ownership and referral source history |
Referral Public Brief |
When the owner path is no longer partner-led |