---
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.