Test TrustStone from invite to relationship signal.
Use this guide to walk a new admin through the core Summerfest workflow: invite a founder, invite a mentor, match them, schedule a session, capture post-session data, and review the resulting admin signals.
Step 1
Start In Control Room
Log in as an admin and open Control Room. This is the operator view for invites, cohort counts, manual matches, approvals, flagged sessions, and roster data.
Step 2
Create A Founder Invite
Open Invites, choose Founder, enter a test name and email, pick 2-3 routing tags, keep admin approval enabled, and create the network-scoped invite.
Step 3
Create A Mentor Invite
Repeat the invite flow with the Mentor role. Use tags that overlap with the founder, such as Fundraising, Product Strategy, or Customer Discovery.
Step 4
Match Founder + Mentor
Return to Control Room and use Manual matching. Select the test founder, select the test mentor, add a rationale, and create the Summerfest match.
Workflow Verification
Run these once the founder and mentor accounts exist.
Step 1
Founder Workflow
Log in as the founder and review the Founder Dashboard. This is where company state, priorities, help areas, readiness signals, mentor match, and discovery notes come together.
Step 2
Mentor Workflow
Log in as the mentor and review the Mentor Dashboard. The mentor should see matched founder teams, company context, rationale, upcoming sessions, and responsibility prompts.
Step 3
Session Contract
From either dashboard, schedule a session. Capture the topic, date and time, situation, key tension, and notes so both sides share the same context before meeting.
Step 4
Post-Session Signals
After the scheduled time has passed, submit post-session records from founder and mentor accounts. Test one aligned session and one concern or mismatch session.
Sample Data
Founder name
Test Founder
Founder tags
Fundraising, Product Strategy, Customer Discovery
Founder priority
Validate investor narrative before demo day
Mentor name
Test Mentor
Mentor expertise
Go-to-market, fundraising, customer discovery
Match rationale
Mentor has GTM and fundraising experience that maps to the founder current priority.
Session situation
Founder is preparing for three investor meetings and needs sharper evidence of customer pull.
Key tension
The product is resonating, but the sales motion and proof points are still fuzzy.
Best Demo Path
Create one clean session and one session with a concern or commitment mismatch. That gives the admin a clear view of normal relationship tracking and the higher-value signal monitoring in Control Room.