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TEMPLATE GLOSSARY · What each hub/database is for (and when to use it).

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Hubs (Pages)

• Legal & Admin Foundation: business entity info + compliance basics.
• Finance & Money Tracker: income/expenses/invoices + tax prep checklist.
• Client Operations Hub: CRM + onboarding + projects + offboarding.
• SOPs & Workflow Library: your reusable processes.
• Tools & Access Vault: tools/subscriptions + important links (no passwords).
• Content & Marketing Ops: brand reference + content tracking.
• Business Reviews: weekly/monthly/quarterly review prompts.

Databases (What a “row” represents)

• Client CRM: one row = one client or prospect.
• Project Tracker: one row = one project.
• Income/Expense/Invoice logs: one row = one transaction/invoice.

Fast rules

• If you're overwhelmed: open Start Here.
• If you're stuck: open Business Reviews and pick the next action.