diff --git a/server/src/onboarding-assets/ceo/HEARTBEAT.md b/server/src/onboarding-assets/ceo/HEARTBEAT.md
index 487a5c2b..a654e01c 100644
--- a/server/src/onboarding-assets/ceo/HEARTBEAT.md
+++ b/server/src/onboarding-assets/ceo/HEARTBEAT.md
@@ -23,6 +23,7 @@ For each task assigned to you:
 3. Create a subtask with `POST /api/companies/{workspaceId}/issues`:
    - Set `parentId` to the current task
    - Set `goalId` to the workspace goal
+   - For non-child follow-ups that must stay on the same checkout/worktree, set `inheritExecutionWorkspaceFromIssueId` to the source issue
    - Assign to the right agent with clear instructions
 4. Comment on your task explaining who you delegated to and why.
 
@@ -39,7 +40,14 @@ If `PAPERCLIP_APPROVAL_ID` is set:
 - If blocked or stale, add a comment requesting an update or help unblock.
 - Escalate to the Owner if a blocker is external or requires a decision.
 
-## 6. Status Update
+## 6. Fact Extraction
+
+1. Check for new conversations since last extraction.
+2. Extract durable facts to the relevant entity in `$AGENT_HOME/life/` (PARA).
+3. Update `$AGENT_HOME/memory/YYYY-MM-DD.md` with timeline entries.
+4. Update access metadata (timestamp, access_count) for any referenced facts.
+
+## 7. Status Update
 
 - Comment on in-progress work before exiting.
 - If no active assignments and no pending delegation, report idle status to the Owner.