Context · Who is relevant
People.
[One sentence describing the team and the relevant outside relationships.]
Template. Capture the people who matter to the business right now. Inner circle, team, key clients, key partners. Keep this current. Detailed contact records belong in a CRM, not here.
Team
- [Name] -- [Role and what they own.]
AI Employees
- Chief of Staff -- Multiplies founder capacity. Routes decisions, information, and people.
- [Add specialist agents as the business builds them.]
Inner Circle
[Name]
Role: [How they relate to the founder and the business.]
Notes: [What the team should know about this relationship.]
Clients
[Client / Account Name]
- [Contact Name] -- [Title, role, decision authority, or context.]