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Thrive PM · Weekly Summary
Week of July 13–17, 2026
Discovery • Delivery • Focus
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🔍 Product Discovery
Business cases, product briefs, customer/user interviews, designs
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Kickoff & Sourcing Agent
| Prep requirements to add AggKnowledge to the sourcing workflow. |
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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. |
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🚀 Delivery
Outcomes, shipped work, and analytics insights
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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. |
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Company Duplicate Identifier
| Confirmed for the Liverpool release. |
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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. |
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⚠️ Risks, Blockers, Dependencies
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| 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. |
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| • 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 |
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Happy to walk through any of this in more detail.
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Thrive · Talent Relationship Management | Weekly PM Summary
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