Thrive PM · Weekly Summary

Week of July 13–17, 2026

Discovery  •  Delivery  •  Focus

🔍 Product Discovery

Business cases, product briefs, customer/user interviews, designs

Kickoff & Sourcing Agent

Prep requirements to add AggKnowledge to the sourcing workflow.

1.0 to 2.0 Migration (team-zeta)

Met with Angela to discuss configurable fields that are coming.
Reviewed unresolved tables/columns and linked related PHX tickets or confirmed out-of-scope items.

🚀 Delivery

Outcomes, shipped work, and analytics insights

Liverpool Release Prep

Release notes: Shared release notes with the team in #true-launch-ops-pms.
Scope control: Held custom field filtering and column sort back from merging before branch cut, per QA request to release it in the next release instead.

Company Duplicate Identifier

Confirmed for the Liverpool release.

Kickoff & Sourcing Agent  ⭐ Highlight of the week

Positive user feedback: Jim Rosen shared strong feedback on the agent, with suggestions around sourcing from similar companies and PE-backed industry targeting.
Pitch proposal: Shared a draft proposal with Ubek, who planned to run it by Mahi for potential pitch meetings.
Pilot onboarding: Added Josh Kohler to the pilot group.

⚠️ Risks, Blockers, Dependencies

Migration work is picking up as we approach the August migration — likely to find data without a home in 2.0 that will need product input to resolve.

🎯 Focus for Next Week

•  Collect actionable feedback on agents
•  Resolve migration data mapping issues as they come up
•  Work with True Ops and Paul to come up with a dupe resolution plan for companies and people
•  Prep NLS work for Santhosh onboarding

Happy to walk through any of this in more detail.

Thrive · Talent Relationship Management  |  Weekly PM Summary