Intertidal — Internal Docs

Strategy, process, and reference documents for the team

Private — Internal Use Only
Strategy
5-Year Plan
Five-Year Strategic Plan 2026–2031
Where we are, where we're going, and what needs to happen — grounded in actual financials.
Process
Sales Process
The Sales Process Guide
All 8 stages end to end — roles, responsibilities, the 3 budget levels, follow-up sequence, and Jobtread pipeline.
Client-Facing
How We Price — Budget One-Pager
The L1/L2/L3 budget framework explained for clients. Also lives on the website.
Reference
Master Reference
Sales Process Master Reference
The living .md file. Start every Claude session with this — "where'd we leave off?" Open items, key facts, all technical details.
For Claude sessions: Drop reference/master_reference.md into the conversation and say "Claude, where'd we leave off?" — it contains all open items, key decisions, and technical details so we can resume exactly where we left off.