Context · What we do and sell

Business.

[One-line description of the company and what kind of business it is.]

Template. Replace placeholders with actual business information. The Chief of Staff and every executive load this every session to make grounded decisions about pricing, scope, and capacity.

Revenue Streams

Offer	Price	Status	Notes
[Offer name]	[$ price]	[Active / Paused / In dev]	[One-line description]

Current Clients

[Client / Account name] -- [What they pay, what they use, brief context.]

Current MRR: $[amount]

Tools

Tool	Use
[Tool name]	[What it is used for]

Go-to-Market Relationships

Three relationships drive most businesses. Define each so the team handles them in the right register.

Profile	Role	Product / Action	Example
Ideal Client (ICP)	Buys	[Primary offer]	[Best example client]
Ideal Partner	Refers / amplifies	[Affiliate, JV, license]	[Best example partner]
Ideal Connector	Opens doors	No transaction. Trust plus introductions.	[Best example connector]

Strategic Implications

[The 3 to 7 things that should be true of every product, marketing, and pricing decision because of who this business is.]