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COI NameCOI CompanyCOI Role
Relationship Strength (1-5)
Last Contact DateLinkedIn Profile URL
Target Prospect Name
Target CompanyTarget Role
Target Type (ICP/Strategic Partner)
Why They FitDate Intro RequestedIntro StatusMeeting Booked (Y/N)Deal Closed (Y/N)Gift Sent (Y/N)Gift TypeFollow-up DateNotes
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Example COIExample CompanyManaging Partner52026-04-01https://linkedin.com/in/example-coiJane ProspectAcme CorpVP SalesICPFits our B2B ICP and is active in market2026-04-02RequestedNNN2026-04-09Replace this row with a real COI.
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