We do fractional CTO work, which means at any given moment we are mid-thread with five or six clients, and every one of them is at a different point. One is waiting on a proposal. One paid last week. One is waiting on an answer to a scope question we never followed up on. The context lives in our heads until it does not, and then we send an email that makes me look like we forgot the last conversation. Because, we did.
So we built the thing we actually needed into Founders OS and this is the one capability we lean on more than all of the flashy ones.
Every time we talk to a client, it gets logged against that customer. Call, email, meeting note, the scope question we said we would circle back on. Nothing fancy, just a running record tied to the person instead of scattered across inboxes and our collective memory.
The part that earns its keep is what happens right before we hit send. We ask one question: what is the last thing we told this client, and where do we stand on everything with them. It reads the interaction history, a vector based memory system, and the financial ledger in the same check. Last contact was eleven days ago on a scope question we never answered. There is an invoice open from the job before this one. Now the email we were about to send writes itself differently, because we were able to get all the context in one question.
That join is the whole point. The interaction log alone is just notes. The ledger alone is just numbers. Together with the memory capabilities they tell us the actual state of the relationship, which is the thing that decides what we say next. No single tab was going to give us that.
If you juggle a book of clients, how do you keep track of where each relationship actually stands before you reach out? Before Founders, we kept it in spreadsheets and folders of documents and notes. Curious whether anyone has found something better than a running log.
GitHub: https://github.com/OurThinkTank/founders-os
Site: https://foundersmcp.com
npm: @ourthinktank/founders-os
Top comments (0)