title: Welcome — business ops vault project: business-ops-template tags:

• onboarding
• operations
• knowtation date: 2026-04-07

Welcome — business ops vault

This is the team’s shared memory for how we run the business: who decided what, how we handle incidents, and what each customer cares about.

Day-one checklist

1. Confirm access to chat, calendar, CRM, and the document drive (link internally—do not paste secrets here).
2. Read the latest kickoff or QBR note for your squad in meetings/.
3. Skim playbooks/incident-response.md even if you are not on call—you may need it during an outage.

Conventions

• Customers: one brief per key account under customers/; update after every major call.
• Decisions: when we change stack, pricing, or process, add an ADR under decisions/ instead of debating twice in Slack.
• Competitive: quarterly snapshots in competitive/; tag by segment (b2b-saas, agency, etc.).

What not to store here

Passwords, API keys, or unredacted personal data. Link to secure vaults and CRM instead; keep this vault for narrative context and decisions.

Questions? Ask your manager or ops lead and then capture the answer in the right folder so the next hire finds it.