# Company brain — [YOUR COMPANY NAME]

Last updated: [DATE]
Kept by: [WHO OWNS THIS FILE]

---

## The one-liner

[What you do, in one sentence a stranger would understand. No jargon.
Example: "We fit and maintain commercial boilers for pubs and restaurants
across South Yorkshire."]

## The longer version

[Three or four sentences. What you actually do day to day, who for, and where.]

## Where we are

- Trading name: [ ]
- Registered name and company number: [ ]
- Based: [town or city]
- Areas we cover: [ ]
- Founded: [year]
- Website: [ ]

## The team

| Name | Role | What they own |
|---|---|---|
| [ ] | [ ] | [ ] |
| [ ] | [ ] | [ ] |

Total headcount: [ ]

## How we make money

List every revenue line, biggest first. Rough percentage of turnover each one is.

1. [ ] — around [ ]%
2. [ ] — around [ ]%
3. [ ] — around [ ]%

Typical job value: [ ]
Typical customer lifetime: [ ]

## Where our work comes from

Rank these honestly, most to least:

- Referrals and word of mouth: [ ]
- Google / SEO: [ ]
- Paid ads: [ ]
- Social media: [ ]
- Outbound / cold: [ ]
- Repeat customers: [ ]

## What we are actually good at

[Three things. The ones customers mention unprompted, not the ones on your
website. If you do not know, ring three customers and ask.]

1. [ ]
2. [ ]
3. [ ]

## What we are not good at, and know it

[Be honest here. It stops Claude promising things you cannot deliver.]

- [ ]
- [ ]

## The jobs we turn down

[What is not a fit, and why. Saves a lot of wasted quoting.]

- [ ]
- [ ]

## Competitors

| Who | What they do better | What we do better |
|---|---|---|
| [ ] | [ ] | [ ] |
| [ ] | [ ] | [ ] |

## The year ahead

- Main goal: [ ]
- Turnover target: [ ]
- Biggest thing in the way: [ ]
- What we are launching or changing: [ ]

## The tools we run on

[List them. Claude will suggest workflows that fit what you already pay for.]

- Website: [ ]
- Email / marketing: [ ]
- CRM or job tracker: [ ]
- Accounts: [ ]
- Bookings or diary: [ ]
- Everything else: [ ]

## Words we use in-house

[Your own shorthand. Job names, stage names, anything a new starter would have
to ask about. This is the bit most people skip and it is the bit that makes
Claude sound like it works there.]

- [term] = [what it means]
- [term] = [what it means]

## Things that must never go in customer-facing work

[Claims you cannot make, regulated language, anything legal has told you off
about before.]

- [ ]
- [ ]