BuildsRelationship memory

Folio

Contact product

A contact product that keeps a shareable card and a private memory of the relationship as two different surfaces.

FolioSample record
A. RiveraSample contact
Card ready
  • Last conversation

    Walked the product scope and the points that need a person.

  • Open thread

    Send the revised outline before Thursday.

  • Preference

    Morning calls. Keep notes off the shared card.

  • Boundary

    Private memory stays put. The shared card carries only what was marked public.

What it solves

A contact record that only stores a name and a number forgets the thread. A record that shares everything forgets that some memory is private.

Capabilities

  • A card that can be handed over, including by QR
  • Private notes that stay off the shared card
  • Open threads and follow-ups attached to the person
  • Preferences that are there before the next conversation

Where it gets hard

  • Public identity and private memory have different permissions
  • Notes have to be useful months later
  • The shared card must stay small enough to hand to someone
  • The product has to feel like a person, not a CRM wall

In the loop

An agent can summarize the recent thread before a conversation.

The person decides what is stored, and what is allowed onto the shared card.

Studio product example. Not a client case study, and not a claim about results.

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