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Business ops template

This template suits startups, agencies, and consulting teams that need lightweight structure for decisions, customer context, incidents, and competitive intelligence—without a heavyweight wiki.

Target audience

  • Founders and ops leads standardizing how the team documents work
  • Account and delivery teams tracking customers, kickoffs, and playbooks
  • Anyone who wants ADR-style decisions next to meeting notes in one searchable place

Folder layout

Folder Purpose
inbox/ Onboarding and quick capture before filing
decisions/ Technology, process, and vendor choices (ADRs)
meetings/ Kickoffs, standups, QBRs—link decks in the body
playbooks/ Repeatable SOPs (incidents, sales handoff, hiring)
customers/ Briefs: stakeholders, needs, history, next steps
competitive/ Landscape snapshots by quarter or segment

Replace project in note frontmatter with your company or engagement name. Sample dates use 2026-04-07 for consistency.

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sha256:8915fe406161f95c1681f9469375e7bae5b28c884f00bedbdef65e4b0cd0738d docs(flow): commit FLOW-V0-SPEC.md hygiene for 7A-INT merge Human 23 hours ago