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New board, same roots.

Coppice is a shared outreach pipeline for teams that turn over every year. One officer claims each company, a queue brings it back on the date you chose, and the history stays in the workspace after the board graduates.

Free for student teams, with unlimited officers.

Example workspace, made-up companies

Five ways a shared spreadsheet lets your team down

A sheet with an owner column holds up for the first few weeks. Once a third officer starts adding rows, these five things begin to happen.

You can import last year's sheet as it is, columns and all, and sort out the rest as you go.

1. Two officers pitch the same company

two owners, one lead

The owner cell was empty, or a minute out of date.

You claim a company before you can log outreach on it. Everyone else sees who holds it and until when.

2. Follow-ups slip

row 84, still waiting on the 20th

Nothing in a sheet says which rows are due today.

Each outreach entry carries a follow-up date, 7 days out unless you change it, and the home screen lists what has come due.

3. Nobody knows which pitch works

which email worked?

Replies came back to six inboxes, and the sheet was not updated.

Every entry records its channel, its date and who sent it. Reply rate per pitch template is the next feature being built.

4. Duplicate rows

same company, four times

"Midland Tool and Die" is in row 12 and "midland tool & die" is in row 140.

Look-alike names and websites are flagged and shown together, so you see both before anything is imported.

5. History leaves with the board

ask Jake (Jake graduated)

The context lived in a senior's head and a Drive folder.

Notes, channels, dates and stage changes sit on each company, in a workspace that outlives its officers.

How it works

From last year's sheet to a pipeline the whole team can work from

A board's year has four seasons. Importing happens once, claiming and logging become part of an officer's week, and turnover comes around every summer.

  1. Autumn, step 1 of 4

    Import last year's sheet

    Export your spreadsheet as a CSV and upload it, up to 2,000 rows. Point each column at the right field, then choose, group by group, whether to skip or import look-alike companies.

    • Read 42 rows
    • Map the columns
    • Decide on look-alikes

    Owner or Officer

  2. Winter, step 2 of 4

    Claim a company before you contact it

    Press Claim on any company nobody else holds. It is yours for 14 days unless your chair changed that, and everyone else sees your name and the date the claim ends.

    • Find a company nobody holds
    • Press Claim
    • A second officer is held off

    Officer

  3. Spring, step 3 of 4

    Send from your inbox, then log it

    Record the channel, a note and a follow-up date, which starts at 7 days out. Saving the entry renews your claim. On the follow-up date the company is back in your queue.

    • Fill in the entry
    • Save it to the ledger
    • Follow up when it is due

    Officer

  4. Summer, step 4 of 4

    The next board inherits the story

    When officers graduate, the workspace stays. The incoming chair opens any company, reads every entry, note and stage change in order, claims it, and picks up from there.

    • Close the board year
    • Pass the chair on
    • Leave the history in place

    Owner and Officer

Dunmore EngineeringClaimYours until Nov 11Calloway FoodsPriya R. until Oct 31Harlan Credit UnionClaimDunmore EngineeringCalloway FoodsHarlan Credit UnionLakeshore PrintingWestgate Dental

Autumn

Last year's sheet

Company, filled into Company nameContact, filled into Contact nameFollow-up, filled into Notes
  • Dunmore EngineeringDanaOct 9
  • Calloway FoodsMarcusOct 12
  • Harlan Credit UnionInesNov 2

39 more rows

Same company?

  • Row 12Midland Tool and DieImport, selectedSkip
  • Row 31midland tool & dieImportSkip, selected

Imported from the sheet

Imported 41 of 42 rows. 1 look-alike skipped, nothing merged.

Winter

Claim ticket

Dunmore Engineering

You hold this until Nov 11.

Yours until Nov 11

Dev pressed Claim at 9:02

Dev sees: Held by Maya until Nov 11

Spring and summer

New entry

Email, selectedLinkedInIn personOther

Sent the intro deck. Asked for a call.

Follow up onNov 4, 7 days out, selected
Log outreach

Back in the queue

Dunmore Engineering

Due today

Moved to Replied

Kept on file

  • 26-27Maya Email, Dunmore EngineeringOct 28
  • 26-27Maya Follow-up, Dunmore EngineeringNov 4
  • 26-27Dev LinkedIn, Calloway FoodsNov 11
  • 26-27Sam Call, Harlan Credit UnionFeb 2
  • 26-27Priya Email, Summit Freight, declinedApr 28

Chair 2026-27: Maya

Chair 2027-28: Sam

This is the first page every officer opensThe companies that are due, most overdue first. Made-up example companies.

Live example

Maya and Dev, same company, same second

Wed, Oct 28, 9:02 AM. The Westfield Rocketry Club is a made-up student org with a 14-day claim window. Dunmore Engineering has never been contacted.

Maya

Never contacted

  • Dunmore Engineering
  • Calloway Foods
  • Midland Tool and Die

Yours until Nov 11. Logging outreach renews it for another 14 days.

Dev

Never contacted

  • Dunmore Engineering

    Held by Maya until Nov 11

  • Calloway Foods
  • Midland Tool and Die

Dev moves on to Calloway Foods, the next company down.

Two ledger pages show the same list. Both officers press Claim on Dunmore Engineering. Maya gets it, and Dev sees Held by Maya until Nov 11.

  1. Oct 28

    Maya sends and logs

    She writes from her own Gmail, logs the email and picks a follow-up on Nov 4, the 7 day default. The company moves to Contacted and her claim renews.

  2. Nov 4

    The queue brings it back

    It shows as due today on Maya's queue with her note under the name. On Dev's it reads Held by Maya, with no Claim button.

  3. Nov 6

    A reply, and a record

    Maya logs Priya's reply and moves the company to Replied. Next September the new chair reads the whole page, top to bottom.

Facts you checked, drafts that stay inside them

An owner uploads the sponsorship packet as a PDF. Coppice lists the facts in it, each with the sentence and page it came from. Only facts an owner has verified can be used in a draft, and every draft is checked against them before it leaves your inbox.

  1. Read the packet

    A text PDF up to 3.5 MB and 40 pages. Each fact shows the quote it was read from, and whether that quote was found on the page.

  2. Verify each fact

    An owner verifies, edits or deletes every fact. Edits count as verified, and a fact older than a year is marked stale.

  3. Draft two emails

    An officer picks first email or follow-up. The AI writes two versions from verified facts only, with placeholders for names that Coppice fills in afterwards.

  4. Check the claims

    Numbers no fact supports, links and lines like thanks for sponsoring us before are underlined as you type. An AI pass looks at the rest.

AI is optional. An owner switches it on for the workspace and sets how many calls it may make in 30 days.

Example, made-up packet and company

What is in the workspace today

  1. Claim before you contact

    One officer holds a company at a time, and the database enforces it.

    While a claim is live, nobody else can log outreach, change the stage or archive that company. Two clicks in the same second still produce one holder, and owners can release a claim from an officer who went quiet.

  2. A follow-up queue as the home screen

    Every company whose follow-up date has arrived.

    Each row shows how many days overdue it is and your last note. Mine narrows the list to companies you hold, and companies nobody has contacted yet sit in their own list.

  3. A stage board

    Six stages from first contact to a decision.

    Not contacted, Contacted, Replied, In conversation, Committed and Declined. Logging the first outreach moves a company to Contacted, and every later move records who made it.

  4. An outreach log on every company

    Emails, LinkedIn messages and conversations, all on the company.

    Each entry shows the date, who logged it, the channel and what was said, plus the next follow-up date. The record is still there when the person who knew the contact has graduated.

  5. Import, with look-alikes shown together

    Bring in last year's CSV and decide group by group.

    Upload up to 2,000 rows and point each column at a field. Names are compared without capitals, punctuation or endings like Inc and LLC, and websites without www, so near-duplicates appear side by side.

  6. A fact sheet read from your packet

    Every fact keeps its quote and page number.

    Upload the sponsorship packet and the facts in it are listed for an owner to verify, edit or delete. A fact that was not verified cannot appear in a draft.

  7. Drafts with a claim check

    Two drafts from verified facts, checked before you send.

    The draft opens in your own Gmail or Outlook, or you can copy it. Under each draft the claim check marks numbers, links and history lines that no fact supports.

Teams that change hands every year

  1. Student organizations

    Officer teams that hand a spreadsheet to a new board each spring.

  2. Hackathons

    Organizers who ask dozens of companies, then pass the list on.

  3. Nonprofits

    Volunteer boards that ask local businesses for support.

  4. Alumni boards

    Chapter officers who ask employers for speakers and mentors.

Many stems, one root

Coppicing is an old woodland practice. A woodcutter fells a tree down to its stump, and the stump answers by sending up new stems from the same roots.

Coppice is said KOP-iss. The first syllable sounds like “cop.”

Four things I decided Coppice would never do

Also out of scope: payments, and public pages for companies to visit.

  • I left out a send button on purpose.

    A draft opens in your own Gmail or Outlook compose window, and you press Send from your own address. Coppice never connects to your inbox.

  • Nothing is merged for you.

    Look-alike companies are flagged and shown together. Nothing is merged, blocked or deleted until a person decides what to do with the group.

  • AI does not change your pipeline by itself.

    AI drafts text and lists facts from a packet. A fact cannot be used in a draft until the owner verifies it, a draft stays on the screen until you send it from your own inbox, and a stage, a claim or a log entry changes only when an officer presses the button.

  • One team cannot see another.

    Every workspace is separated inside the database, using row-level security in Postgres, so one team's companies, notes and members are not visible to another team's accounts.

  • AI is optional

    The owner turns it on or off for the whole workspace and sets how many AI calls the workspace may make in a 30-day period. With AI off, none of the text below is sent anywhere.

  • What is kept from the AI

    The provider's free tier may use what it receives to improve its products. So a draft is written with placeholders for first name, sender name and organization name, and Coppice fills in the real names after it comes back. Email addresses and phone numbers are masked in everything sent. Other names can't be caught that way: a name in your packet, in a note, or typed into a draft you check again does reach the provider, so leave those out.

  • What does go to the provider

    While AI is on: the text of the packet you uploaded, your verified facts, the company's name, industry and website, the contact's job title, any note you add to a draft request, the dates and subjects of earlier outreach on a follow-up, and the text of each draft for the claim check. Keep anything private out of the packet and your notes.

  • Emails stay with owners

    Officers do not see other members' email addresses. Only owners can view them.

  • Contacts never log in

    Company contacts never log in and never receive anything from Coppice.

  • Archiving keeps the history

    An archived company leaves the board and queue, and it can be unarchived later.

  • Next

    Reply rate per pitch template

    See which version of your pitch gets answers, so the next board starts from what worked.

  • Later

    Pipeline Copilot

    A chat that answers questions about your pipeline. Anything it proposes changing waits for a person to confirm.

  • Later

    Research briefs

    A short background read on a company before you reach out.

  • Later

    Turnover Time Capsule

    At the end of the term, a "wrapped"-style history of the year handed to the incoming board.

Get started in four steps

You need a Google account and last year's sheet, if you have one.

  1. Sign in with Google

    One click, with no new password to remember.

  2. Join your chair's workspace

    Workspaces are opened by request during the pilot. Once yours exists, officers sign in with the invited email address and press Join.

  3. Invite your officers and set your claim window

    Owners invite officers by email address and set the claim window, 1 to 60 days, 14 by default. Coppice does not send the invite, so tell them to sign in.

  4. Import your sheet and start claiming

    Upload last year's CSV, review any duplicate groups, then press Claim on the first company you plan to contact.

Questions, answered

  • Yes for student teams, with no limit on how many officers you add.

  • No. Drafts open in your own Gmail or Outlook, and you send them from your own address. Coppice only records that you reached out, when you tell it.

  • At the end of your team's claim window, the company shows who held it and that the claim expired, and any officer can claim it. Logging outreach before then renews the claim for another full window. An owner can also force-release a claim earlier, and a claim is released if its holder leaves the workspace.

  • Sign-in is with Google today. Your outreach can still come from any inbox: drafts open in Gmail, in Outlook on the web with a work or school Microsoft 365 account, or in your computer's default mail app.

  • The workspace and everything in it stays. The outgoing chair makes the incoming chair an Owner in Settings, then steps down to Officer or leaves, and the new board can open any company to read its outreach entries, notes and stage changes. Claims held by someone who leaves the workspace are released.

Put your sheet in, claim a company, and leave the next board something to read.

Setting up takes a Google sign-in and a CSV.