# Business

**Your business and professional information.**

This directory contains your business data, ventures, and professional operations. All content here is private and never synced publicly.

---

## Structure

Organize by business/venture:

```
BUSINESS/
├── README.md                # This file
├── [BUSINESSNAME]/          # Primary business
│   ├── OVERVIEW.md          # Business summary
│   ├── TEAM.md              # Team members, roles
│   ├── PRODUCTS.md          # Products/services
│   ├── CUSTOMERS.md         # Customer info
│   ├── METRICS.md           # KPIs, tracking
│   └── OPERATIONS.md        # Day-to-day operations
├── [VENTURE2]/              # Second business/project
│   └── ...
└── PORTFOLIO.md             # Overview of all ventures
```

---

## Recommended Files

### Per Business
| File | Purpose |
|------|---------|
| `OVERVIEW.md` | Business summary, mission, status |
| `TEAM.md` | Team members, roles, contact info |
| `PRODUCTS.md` | Products or services offered |
| `CUSTOMERS.md` | Customer segments, key accounts |
| `METRICS.md` | KPIs, goals, tracking |
| `OPERATIONS.md` | Processes, tools, workflows |

### Portfolio Level
| File | Purpose |
|------|---------|
| `PORTFOLIO.md` | Overview of all businesses/ventures |

---

## File Templates

### PORTFOLIO.md
```markdown
# Business Portfolio

**Last Updated:** [DATE]

## Active Ventures

| Business | Type | Status | Focus |
|----------|------|--------|-------|
| [Name] | [Type] | [Active/Growing/Maintenance] | [Current priority] |

## Revenue Summary
| Business | Monthly Revenue | Trend |
|----------|-----------------|-------|
| [Name] | [Amount] | [↑/↓/→] |

## Current Priorities
1. [Priority 1 across all ventures]
2. [Priority 2]

## Time Allocation
| Business | Hours/Week | % of Focus |
|----------|------------|------------|
| [Name] | [Hours] | [%] |
```

### [BUSINESS]/OVERVIEW.md
```markdown
# [Business Name]

## Summary
- **Type:** [Consulting / SaaS / Content / etc]
- **Founded:** [Year]
- **Status:** [Active / Growing / Maintenance / Winding down]
- **Revenue Model:** [How you make money]

## Mission
[What this business does and why]

## Current Focus
1. [Current priority 1]
2. [Current priority 2]

## Key Metrics
| Metric | Current | Target |
|--------|---------|--------|
| [Metric] | [Value] | [Goal] |
```

### [BUSINESS]/TEAM.md
```markdown
# Team

## Team Members

### [Name]
- **Role:** [Title/Role]
- **Responsibilities:** [What they handle]
- **Contact:** [Email/Slack/etc]
- **Working Hours:** [Timezone, availability]

## Team Structure
```
[Org chart or reporting structure]
```

## Contractors/Vendors
| Name | Service | Contact |
|------|---------|---------|
| [Name] | [What they do] | [Contact] |
```

### [BUSINESS]/PRODUCTS.md
```markdown
# Products & Services

## [Product/Service 1]
- **Description:** [What it is]
- **Target Customer:** [Who it's for]
- **Pricing:** [Price/structure]
- **Status:** [Active / Beta / Planned]

## Product Roadmap
| Product | Status | Next Milestone |
|---------|--------|----------------|
| [Name] | [Status] | [What's next] |
```

### [BUSINESS]/CUSTOMERS.md
```markdown
# Customers

## Customer Segments
| Segment | Description | Size | Priority |
|---------|-------------|------|----------|
| [Segment] | [Description] | [Count/Range] | [High/Med/Low] |

## Key Accounts
| Customer | Type | Value | Status |
|----------|------|-------|--------|
| [Name] | [Segment] | [Revenue/tier] | [Active/At risk/etc] |

## Customer Acquisition
- **Primary Channel:** [How customers find you]
- **CAC:** [Cost to acquire]
- **LTV:** [Lifetime value]
```

### [BUSINESS]/METRICS.md
```markdown
# Business Metrics

## Key Performance Indicators

| KPI | Current | Target | Trend |
|-----|---------|--------|-------|
| Revenue | [Value] | [Goal] | [↑/↓/→] |
| Customers | [Count] | [Goal] | [↑/↓/→] |
| Churn Rate | [%] | [Goal] | [↑/↓/→] |
| [Custom KPI] | [Value] | [Goal] | [↑/↓/→] |

## Monthly Tracking
| Month | Revenue | Customers | Notes |
|-------|---------|-----------|-------|
| [Month] | [Value] | [Count] | [Key events] |

## Goals
- **Q[X] Goal:** [Specific goal]
- **Annual Goal:** [Yearly target]
```

### [BUSINESS]/OPERATIONS.md
```markdown
# Operations

## Tools & Systems
| Tool | Purpose | Access |
|------|---------|--------|
| [Tool] | [What it's for] | [URL/notes] |

## Key Processes
### [Process Name]
1. [Step 1]
2. [Step 2]
3. [Step 3]

## Regular Tasks
| Task | Frequency | Owner |
|------|-----------|-------|
| [Task] | [Daily/Weekly/etc] | [Who] |

## Automations
| Automation | Trigger | Action |
|------------|---------|--------|
| [Name] | [When it runs] | [What it does] |
```

---

## How PAI Uses This

When you discuss business topics, PAI can:
- Track progress toward business goals
- Manage team communications and tasks
- Analyze business metrics and trends
- Help with customer management
- Coordinate across multiple ventures
- Prepare for meetings with context

---

## Privacy Note

Business data may contain sensitive information. This directory:
- Never syncs to any public repository
- Is only accessed locally by your AI
- Should not contain customer PII (use your CRM)
- May contain financial projections and strategy

---

*Create a folder for each business. Start with OVERVIEW.md in each.*
