@synap-core/workspace-templates 0.2.1 → 0.3.0

package/src/crm.yaml

@@ -1555,429 +1555,6 @@ entityLinks:
   - sourceProfileSlug: deal
     targetProfileSlug: pipeline
     type: belongs_to
-seedEntities:
-  - profileSlug: company
-    title: Lumio Technologies
-    properties:
-      company-status: Prospect
-      industry: SaaS
-      company-size: 51-200
-      arr: 0
-      website: https://lumio.io
-      location: Paris, France
-      health-score: 72
-      account-owner: Antoine
-      last-contact-date: "2026-02-10"
-      company-tags:
-        - ai
-        - b2b
-        - priority
-      notes: Interested in the data sovereignty angle. CTO is hands-on.
-  - profileSlug: company
-    title: Meridian Finance
-    properties:
-      company-status: Customer
-      industry: Fintech
-      company-size: 201-500
-      arr: 48000
-      website: https://meridianfinance.eu
-      location: Brussels, Belgium
-      health-score: 88
-      account-owner: Antoine
-      last-contact-date: "2026-02-18"
-      company-tags:
-        - fintech
-        - gdpr-sensitive
-        - expansion
-      notes: Renewing Q1. Explore expansion into compliance module.
-    content: |-
-      # Account Brief: Meridian Finance
-
-      ## Overview
-
-      Meridian Finance is a mid-market financial advisory firm (201-500 employees) using Synap since Q3 2024. Currently on the Business plan (€1,400/month, 25 seats). This renewal cycle also includes an expansion conversation — compliance team wants to onboard (additional 15 seats).
-
-      ## Relationship health
-
-      - **Health score**: 82/100
-      - **Primary contact**: Marcus Holt (VP Operations) — strong champion, uses Synap daily for deal tracking and team coordination
-      - **Usage**: High. 22 of 25 seats active. Core use cases: deal pipeline, client note-taking, compliance log
-
-      ## Renewal context
-
-      Contract expires March 31, 2026. Marcus initiated the renewal conversation proactively in January — positive signal. The expansion request (compliance team) was his idea, not a upsell push from our side.
-
-      **Current**: €1,400/month × 12 = €16,800/year
-      **Proposed renewal + expansion**: €1,950/month × 12 = €23,400/year (+39%)
-
-      ## Risk factors
-
-      - CFO is new (joined January 2026) — unknown stance on SaaS spend
-      - Competing internal proposal to consolidate on Microsoft 365 (SharePoint + Viva)
-      - Marcus has confirmed he's advocating for Synap but may need us to provide ROI data
-
-      ## Strategy
-
-      Lead with usage data and ROI framing. Get Marcus a one-pager he can share with the new CFO. The Microsoft consolidation risk is real — need to position Synap as complementary to M365, not competing with it.
-  - profileSlug: company
-    title: Arko Health
-    properties:
-      company-status: Active
-      industry: Healthcare
-      company-size: 11-50
-      arr: 18000
-      website: https://arkohealth.com
-      location: Lyon, France
-      health-score: 55
-      account-owner: Sophie
-      last-contact-date: "2026-01-28"
-      company-tags:
-        - healthcare
-        - at-risk
-      notes: Usage dropped last month. Schedule QBR.
-  - profileSlug: contact
-    title: Camille Renard
-    properties:
-      contact-role: Champion
-      contact-status: Active
-      job-title: CTO
-      company-name: ref:company:Lumio Technologies
-      email: c.renard@lumio.io
-      phone: +33 6 12 34 56 78
-      linkedin: https://linkedin.com/in/camillerenard
-      lead-score: 84
-      contact-source: LinkedIn
-      contact-owner: Antoine
-      last-interaction: "2026-02-10"
-      contact-tags:
-        - technical
-        - champion
-        - decision-maker
-  - profileSlug: contact
-    title: Marcus Holt
-    properties:
-      contact-role: Decision Maker
-      contact-status: Active
-      job-title: VP of Operations
-      company-name: ref:company:Meridian Finance
-      email: m.holt@meridianfinance.eu
-      phone: +32 2 555 0198
-      linkedin: https://linkedin.com/in/marcusholt
-      lead-score: 91
-      contact-source: Referral
-      contact-owner: Antoine
-      last-interaction: "2026-02-18"
-      contact-tags:
-        - renewal
-        - expansion-potential
-  - profileSlug: contact
-    title: Isabelle Moreau
-    properties:
-      contact-role: Lead
-      contact-status: Nurturing
-      job-title: Head of Digital
-      company-name: ref:company:Arko Health
-      email: i.moreau@arkohealth.com
-      lead-score: 47
-      contact-source: Event
-      contact-owner: Sophie
-      last-interaction: "2026-01-28"
-      contact-tags:
-        - healthcare
-        - nurture
-  - profileSlug: deal
-    title: Lumio — Data Pod Enterprise Licence
-    properties:
-      stage: Proposal
-      deal-value: 36000
-      probability: 60
-      close-date: "2026-03-31"
-      deal-type: New Business
-      deal-company: ref:company:Lumio Technologies
-      deal-contact: ref:contact:Camille Renard
-      deal-owner: Antoine
-      next-action: Send revised proposal with compliance annex
-      next-action-date: "2026-02-25"
-      deal-source: Outbound
-      deal-tags:
-        - q1
-        - priority
-        - enterprise
-    content: |-
-      # Deal Brief: Lumio Technologies — Data Pod Enterprise Licence
-
-      ## Opportunity summary
-
-      Lumio Technologies is evaluating Synap as the data infrastructure layer for their internal knowledge management and client-facing data operations. Decision maker is Camille Renard (Head of Engineering), with budget authority sitting with the CTO (François Leroy, not yet in contact).
-
-      - **Stage**: Proposal
-      - **Value**: €28,000 / year
-      - **Close target**: March 31, 2026
-      - **Win probability**: 65%
-
-      ## Why they're looking
-
-      Lumio's current stack is fragmented: Notion for internal docs, HubSpot for client data, Airtable for project tracking. No single system of record. The data sovereignty angle resonates strongly — they've had two incidents in the last year where vendor downtime blocked client deliverables.
-
-      ## Competitive situation
-
-      Evaluating three options: Synap, a custom-built internal tool, and extending their current Notion setup. The custom-build option is losing traction (engineering bandwidth is constrained). Synap vs. extended Notion is the real comparison.
-
-      ## Win conditions
-
-      1. Demo showing cross-entity relationships — specifically, linking client records to project entities to activity logs
-      2. Self-hosting option confirmed for their EU data residency requirement
-      3. Pricing flexibility on seat count (currently 12 users, may scale to 30+)
-
-      ## Next actions
-
-      - [ ] Send proposal deck with custom pricing table (by Feb 28)
-      - [ ] Schedule technical session with François Leroy
-      - [ ] Confirm self-hosting deployment timeline with engineering team
-  - profileSlug: deal
-    title: Meridian Finance — 2026 Renewal + Expansion
-    properties:
-      stage: Negotiation
-      deal-value: 72000
-      probability: 85
-      close-date: "2026-03-15"
-      deal-type: Renewal
-      deal-company: ref:company:Meridian Finance
-      deal-contact: ref:contact:Marcus Holt
-      deal-owner: Antoine
-      next-action: Final contract review call
-      next-action-date: "2026-02-26"
-      deal-source: Inbound
-      deal-tags:
-        - renewal
-        - expansion
-        - q1-close
-  - profileSlug: deal
-    title: Arko Health — Starter Workspace
-    properties:
-      stage: Qualified
-      deal-value: 9600
-      probability: 35
-      close-date: "2026-04-30"
-      deal-type: New Business
-      deal-company: ref:company:Arko Health
-      deal-contact: ref:contact:Isabelle Moreau
-      deal-owner: Sophie
-      next-action: Send case study from healthcare client
-      next-action-date: "2026-03-01"
-      deal-source: Event
-      deal-tags:
-        - healthcare
-        - at-risk
-        - q2
-  - profileSlug: deal
-    title: Vanta Labs — Pilot Evaluation
-    properties:
-      stage: Prospecting
-      deal-value: 24000
-      probability: 20
-      close-date: "2026-05-15"
-      deal-type: New Business
-      deal-company: ref:company:Vanta Labs
-      deal-contact: ref:contact:Thomas Geiger
-      deal-owner: Antoine
-      next-action: Discovery call scheduled
-      next-action-date: "2026-02-28"
-      deal-source: Outbound
-      deal-tags:
-        - pilot
-        - early-stage
-  - profileSlug: activity
-    title: Product demo — Lumio CTO
-    properties:
-      activity-type: Demo
-      activity-date: "2026-02-10"
-      activity-status: Completed
-      activity-outcome: Positive
-      related-company: ref:company:Lumio Technologies
-      related-contact: ref:contact:Camille Renard
-      related-deal: ref:deal:Lumio — Data Pod Enterprise Licence
-      activity-owner: Antoine
-      summary: Ran full platform demo. Strong reaction to the relationship graph and pod sovereignty model. Asked for compliance documentation.
-      duration-min: 60
-    content: |-
-      # Product Demo — Lumio Technologies
-
-      **Date**: February 10, 2026
-      **Attendees**: Camille Renard (Head of Engineering, Lumio), Antoine (Synap)
-      **Type**: Demo
-      **Outcome**: Positive
-
-      ## What we covered
-
-      Ran a 45-minute walkthrough of Synap's entity model, focusing on cross-profile relationships. Specifically demoed:
-
-      1. A Company entity with linked Contacts, Deals, and Activity log — all from one view
-      2. The graph view showing the relationship map across entity types
-      3. Bento dashboard with live entity counts and feed
-
-      Camille's reaction to the graph view: "This is what we've been trying to build manually in Notion for two years."
-
-      ## Key objections raised
-
-      - **Self-hosting**: They need EU data residency. Confirmed Synap supports self-hosted deployment. Need to send technical docs.
-      - **Migration**: Existing Notion data (~3,000 pages). Asked about import tooling — told them CSV import is live, full Notion export support in Q2 roadmap.
-      - **Seat pricing**: Currently 12 users but expects to grow. Agreed to discuss volume pricing in proposal.
-
-      ## Commitments made
-
-      - Antoine: Send proposal by Feb 28 with custom pricing for 12-30 seat range
-      - Antoine: Intro Camille to engineering team for self-hosting technical session
-      - Camille: Get François Leroy (CTO) into next call
-
-      ## Assessment
-
-      High intent. The data sovereignty framing landed. Biggest risk is the CTO not prioritizing before Q1 close — need to get him into the room before March 15.
-  - profileSlug: activity
-    title: Renewal negotiation call — Meridian
-    properties:
-      activity-type: Call
-      activity-date: "2026-02-18"
-      activity-status: Completed
-      activity-outcome: Positive
-      related-company: ref:company:Meridian Finance
-      related-contact: ref:contact:Marcus Holt
-      related-deal: ref:deal:Meridian Finance — 2026 Renewal + Expansion
-      activity-owner: Antoine
-      summary: Aligned on price and new module scope. Final contract to be sent by Feb 26.
-      duration-min: 45
-  - profileSlug: activity
-    title: Follow-up email — Arko Health
-    properties:
-      activity-type: Follow-up
-      activity-date: "2026-03-01"
-      activity-status: Planned
-      activity-outcome: Pending
-      related-company: ref:company:Arko Health
-      related-contact: ref:contact:Isabelle Moreau
-      related-deal: ref:deal:Arko Health — Starter Workspace
-      activity-owner: Sophie
-      summary: Send healthcare sector case study to re-engage.
-      duration-min: 0
-  - profileSlug: pipeline
-    title: New Business — Q1 2026
-    properties:
-      pipeline-status: Active
-      pipeline-type: New Business
-      total-value: 69600
-      deal-count: 3
-      avg-cycle-days: 45
-      win-rate: 38
-      pipeline-owner: Antoine
-      quarter-target: 120000
-  - profileSlug: pipeline
-    title: Renewals & Expansion — Q1 2026
-    properties:
-      pipeline-status: Active
-      pipeline-type: Renewal
-      total-value: 72000
-      deal-count: 1
-      avg-cycle-days: 21
-      win-rate: 85
-      pipeline-owner: Antoine
-      quarter-target: 80000
-  - profileSlug: company
-    title: Vanta Labs
-    properties:
-      company-status: Prospect
-      industry: Technology
-      company-size: 11-50
-      website: https://vantalabs.io
-      location: Berlin, Germany
-      health-score: 60
-      account-owner: Antoine
-      last-contact-date: "2026-02-05"
-      company-tags:
-        - prospect
-        - pilot
-        - germany
-  - profileSlug: contact
-    title: Thomas Geiger
-    properties:
-      contact-role: Decision Maker
-      contact-status: Active
-      job-title: Head of Product
-      company-name: ref:company:Vanta Labs
-      email: thomas@vantalabs.io
-      lead-score: 72
-      contact-source: Outbound
-      contact-owner: Antoine
-      last-interaction: "2026-02-05"
-      contact-tags:
-        - pilot
-        - product-led
-suggestedRelations:
-  - sourceRef: contact:Camille Renard
-    targetRef: company:Lumio Technologies
-    type: belongs_to_project
-  - sourceRef: contact:Marcus Holt
-    targetRef: company:Meridian Finance
-    type: belongs_to_project
-  - sourceRef: contact:Isabelle Moreau
-    targetRef: company:Arko Health
-    type: belongs_to_project
-  - sourceRef: contact:Thomas Geiger
-    targetRef: company:Vanta Labs
-    type: belongs_to_project
-  - sourceRef: deal:Lumio — Data Pod Enterprise Licence
-    targetRef: company:Lumio Technologies
-    type: belongs_to_project
-  - sourceRef: deal:Meridian Finance — 2026 Renewal + Expansion
-    targetRef: company:Meridian Finance
-    type: belongs_to_project
-  - sourceRef: deal:Arko Health — Starter Workspace
-    targetRef: company:Arko Health
-    type: belongs_to_project
-  - sourceRef: deal:Vanta Labs — Pilot Evaluation
-    targetRef: company:Vanta Labs
-    type: belongs_to_project
-  - sourceRef: deal:Lumio — Data Pod Enterprise Licence
-    targetRef: contact:Camille Renard
-    type: relates_to
-  - sourceRef: deal:Meridian Finance — 2026 Renewal + Expansion
-    targetRef: contact:Marcus Holt
-    type: relates_to
-  - sourceRef: deal:Arko Health — Starter Workspace
-    targetRef: contact:Isabelle Moreau
-    type: relates_to
-  - sourceRef: deal:Vanta Labs — Pilot Evaluation
-    targetRef: contact:Thomas Geiger
-    type: relates_to
-  - sourceRef: activity:Product demo — Lumio CTO
-    targetRef: deal:Lumio — Data Pod Enterprise Licence
-    type: relates_to
-  - sourceRef: activity:Renewal negotiation call — Meridian
-    targetRef: deal:Meridian Finance — 2026 Renewal + Expansion
-    type: relates_to
-  - sourceRef: activity:Follow-up email — Arko Health
-    targetRef: deal:Arko Health — Starter Workspace
-    type: relates_to
-  - sourceRef: activity:Product demo — Lumio CTO
-    targetRef: contact:Camille Renard
-    type: attended_by
-  - sourceRef: activity:Renewal negotiation call — Meridian
-    targetRef: contact:Marcus Holt
-    type: attended_by
-  - sourceRef: activity:Follow-up email — Arko Health
-    targetRef: contact:Isabelle Moreau
-    type: attended_by
-  - sourceRef: deal:Lumio — Data Pod Enterprise Licence
-    targetRef: pipeline:New Business — Q1 2026
-    type: belongs_to_project
-  - sourceRef: deal:Arko Health — Starter Workspace
-    targetRef: pipeline:New Business — Q1 2026
-    type: belongs_to_project
-  - sourceRef: deal:Vanta Labs — Pilot Evaluation
-    targetRef: pipeline:New Business — Q1 2026
-    type: belongs_to_project
-  - sourceRef: deal:Meridian Finance — 2026 Renewal + Expansion
-    targetRef: pipeline:Renewals & Expansion — Q1 2026
-    type: belongs_to_project
 displayTemplates:
   - name: Deal Card
     description: Sales deal with pipeline stage, value, probability, and linked company