Update project status

Project status helps your team understand where each relationship stands. A good status system makes the projects page easier to scan and helps everyone know what needs attention.

Why project status matters

Status helps your team answer:

• is this still a target?
• has contact started?
• is it active?
• is it waiting?
• is it paused?
• should it be revisited later?

Without status discipline, the projects list becomes harder to trust.

What project status should represent

Project status should reflect the current relationship state, not just a guess or old impression. Typical project states often represent things like:

• target
• researching
• contacted
• active
• paused
• archived

Your exact available statuses depend on your product setup.

When to update status

Update project status when:

• outreach begins
• a reply comes in
• the relationship becomes active
• the opportunity goes cold
• the target is no longer relevant
• a project is paused for later review

Why status and follow-up work together

Status tells your team where the relationship stands. Follow-up tells your team what should happen next. These two fields are most powerful when kept aligned.

💡Best practices

• change the status as soon as the relationship changes
• don’t let old statuses sit for too long
• review stale statuses regularly
• use consistent internal definitions for each status