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✨ Every business is different. Here's how to extend this template for your exact workflow.
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Customization recipes
- Add a People database with roles, managers, and current focus.
- Add a Decisions database — every important call gets a row with context + outcome. Future-you will thank present-you.
- Add a relation between Meetings and Initiatives — "this meeting was about that initiative".
- For investor / board updates, add a Reports database with monthly snapshots.