Switch2Growth Vault
This is the secondary brain for the Switch2Growth business and its side bets. It holds the soft layer — context, narrative, decisions, judgment — that the operational tools can’t.
You write here in Obsidian (laptop, via Nextcloud WebDAV).
Claude reads and writes here on the VPS (/root/work/vault) to make informed decisions on your behalf.
What lives where
| Need | Look here | NOT here |
|---|---|---|
| Money | Bigcapital | vault |
| Tasks | Plane | vault |
| HR records | Horilla | vault |
| Customer records | EspoCRM | vault |
| Shared/polished docs | Outline | vault |
| Files | Nextcloud | vault |
| Chat | Mattermost | vault |
| Context / why / who / decisions / playbooks | vault | tools |
Map
00-Inbox/— capture anything fast; sort later10-Businesses/— Switch2Growth + side bets (main)15-Career/— day-job + skills + career goals (MediaMint — current employer; no company-confidential data)20-Clients/— per-client folders (Bondly) — for your businesses, not your employer30-People/— partners, freelancers, interns, key external contacts40-Projects/— cross-cutting projects (vs. client-specific in 20-)50-Operations/— SOPs, playbooks, runbooks60-Decisions/— one decision per file, dated70-Journal/— daily + weekly notes80-Knowledge/— reference, research, frameworks (AI Implementation, Process Optimization, Finance, Tech, Business)90-Archive/— done / dropped_templates/— Obsidian Templater templates for new notes
Rules of thumb
- One canonical note per entity. Every person, client, project, side biz has exactly one note; everything else links via
[[Name]]. - Frontmatter is the API. YAML at the top of every note is how Claude queries. Treat it as a contract — see
_templates/. - Vault holds context, not records. If it’s a record (payroll, invoice, task status), it belongs in a tool. The vault holds the why.
- Daily note as heartbeat. Write something in
70-Journal/Daily/YYYY-MM-DD.mdmost days. Claude reads recent dailies to know what’s been happening. - Atomic decisions. Any non-trivial call → one file in
60-Decisions/with date, context, reasoning, and “revisit if X”. - No employer-confidential data — anywhere. The
15-Career/<Employer>/folder is for your learning and ramp-up. Client names, internal processes, metrics, anything you wouldn’t say at a conference → not in this vault. See README for the line.