Companies and Contacts (your book)
Everything your workspace has touched, separate from the shared Database, with people as rows.
The Database is everyone in California. Companies is yours: every contractor your workspace saved to a list, enriched, noted, gave a status, or worked with the agent.
Companies
Six counters: in your book, enriched, contact found, with the agent, replied, not started. Stage tabs: Not started, Enriched no contact yet, Ready to enroll, With the agent, Replied, Finished. Filters by owner and list; search; the selection bar for enrich and enroll.
Contacts
People at those companies: name, role (owner, qualifier, office, general inbox), email, phone, LinkedIn, how they were found, and whether the agent is writing to them right now. Prefer and Do-not-contact flags per workspace. Your CSV and Clay imports appear here too, linked to the company when a licence number is present.
Where it stops
Replied and meeting are the last stages here. That is when the company, the person, the thread and the brief go to your CRM (see CRM hand-off).