Inner Circle
Your Inner Circle is the handful of people you most want to stay in front of. You pick them and say how often, and from then on your assistant does the remembering: a few days before each one is due, it drafts a real reason to reach out and puts it in your Daily Briefing. You just press send.
How to pick someone
There are five ways to add a person to your Inner Circle, and they all land in the same place.
Partners page, Inner Circle view. A third view next to List and Board. Where to find it: Sidebar → My Network → Partners → the view switcher at the top → Inner Circle. The first time you open it, your assistant offers a starting list of five, each with a one-line reason ("Sent 4 referrals this year worth $38,000. Hot."). Accept it as is, or change it, and it becomes your roster.
The partner's own page. An Add to Inner Circle toggle sits beside the tier control on the partner's detail page. Turn it on and a cadence stepper appears in its place so you can set how often for that person right there.
The partners list row. The same toggle is in the row's Actions menu, so you can pick someone without leaving the list.
The home card. New accounts get a one-time card asking who they most want to stay in front of, prefilled with five suggestions. Accept them or swap in your own.
Just tell your assistant. "Add Sandra to my inner circle every three weeks." "Put Bob, Marlene and Tom in my inner circle." "Take Marcus out." "Who is in my inner circle?" This works from chat or voice, anywhere your assistant does. The older phrasing, "keep Sandra top of mind," still works too.
No cap. Five to ten keeps the list honest enough that your assistant can actually write something real for each person. The picker shows your count against that, but it never stops you from going higher.
Changing the list with a sentence
At the top of the Inner Circle view is the same assistant composer you use everywhere else, not a plain search box.
- Type or say one name and it searches your partners.
- Type or say a sentence and it changes the whole list: "Add Bob, Marlene, Tom. Remove Marcus. Keep the others."
- Every change shows on screen before it sticks, so you can see exactly who is coming on and off before you confirm.
- If a name could mean more than one person, your assistant asks which one you meant. It never guesses.
How often
Every person on the list has a cadence, in days, from 7 to 180. Leave it alone and it uses your own default reach-out cadence, which starts at 30 days. Set your own number for any person and it overrides the default just for them.
Picking who is in your Inner Circle is free for everyone. Setting a cadence per person is free today too, though the plan may later put cadence editing behind a paid tier. If that happens, picking stays free either way, and your list just runs on the default cadence instead of your own numbers.
What happens once someone is on the list
A few days before a person's cadence runs out, your assistant writes a drafted touch and puts it in your Daily Briefing, with a real reason attached, never a plain "just checking in." Nothing sends until you press Send.
The clock runs from the last time you were actually in touch, not from a fixed date. A referral either way, an introduction you send, a meeting on your calendar, a recorded meeting, or an email exchange all count as contact and restart the cadence. So the "drafts around" date you see in the Inner Circle view moves out the moment any of those happen, which is why it says "Connecting before then moves it out." If your assistant had already drafted a touch and you connect on your own before sending it, that draft is retired the next morning and a fresh one is written when the new cadence comes due.
Your assistant picks the reason in this order, and always takes the first one that is actually true:
- A referral you can send them. They've sent you more than you've sent back, and there is somebody in your network who fits what they do.
- An introduction you can make for them. Someone in your network matches what they've said they're looking for.
- A thank-you or milestone you owe them. A referral you never thanked them for, an anniversary, a birthday, a milestone.
- A meeting to suggest. Comes up roughly every third touch, or when your last two touches were both notes.
- A note that references something real. What you talked about last time, something in your private notes about them, their stated goals, or your last email exchange. This is the fallback, never the first choice, and it always says what it is grounded in, like "last spoke Aug 12 about the Denver expansion."
If there is a meeting with that person already on your calendar, the touch waits rather than crossing wires with it.
What "on track," "due soon," "past due" and "drafting" mean
The Inner Circle view shows a status for each person:
- On track. Nothing to do. Their cadence has time left.
- Due soon. Their cadence is running out within the next few days.
- Past due. Their cadence has run out and nothing has gone out yet.
- Drafting. Your assistant has already written the touch. It is waiting in your Daily Briefing for you to send.
What it does not do
Your Inner Circle is not a second reminder list living beside everything else. Everyone you talk to still gets the usual reminders your assistant already sends, whether or not they're on this list. It does not add a new column or lane to the Partners Board either. Your tiers stay your own grouping, independent of who is in your Inner Circle, even if one of your tiers happens to be named Inner Circle.
Muting a partner's reconnect nudges also mutes their Inner Circle touches. Taking someone out of your Inner Circle clears any touch your assistant had already drafted for them.
On your Monthly Statement
Your statement includes one line telling you how many of your Inner Circle picks are on track, like "4 of 5 people in your Inner Circle are on track."
On the iOS app
Ask your assistant in your own words, or type the same thing:
- "Add Sandra to my inner circle every three weeks." Adds her and sets the cadence in one line. Leave off "every three weeks" and she runs on your default.
- "Put Bob, Marlene and Tom in my inner circle."
- "Take Marcus out of my inner circle."
- "Make it every 45 days for Dana." Changes the cadence for someone already on the list.
- "Who is in my inner circle?" Reads the whole list back with each person's cadence and when they're due.
A turn that both adds and removes people in one breath, like "Add Bob and Marlene, remove Marcus," is handled as one request. You don't need to split it into two.
FAQ
Can I pick more than five? Yes. Five to ten keeps this honest, but there is no cap.
Why did the note mention my last meeting? Because your assistant only writes a touch with a real hook attached, never a generic check-in. If the last real thing on file with that person was a meeting, the note names it.
What if there's already a meeting on the calendar with this person? The touch waits. Your assistant doesn't draft a reach-out for someone you're about to see anyway.