Knowledge Vault
The Summit Home Services Company Brain
84 documents across 11 categories — an Obsidian-compatible vault that turns scattered knowledge into one source of truth for the team and the agent. Browse a folder, follow the internal links, or search for anything.
- Company Profile
- Mission and Positioning
- Business Rules
- Competitive Advantages
- What We Do Not Do
- Locations and Service Areas
- Offer Library
- Roofing Services
- Exterior Restoration
- Remodeling Services
- Emergency Repair
- Pricing and Estimating Rules
- Best Fit Customers
- Bad Fit Customers
- Ideal Customer Profiles
- Homeowner Persona
- Property Manager Persona
- Insurance Restoration Customer
- Buyer Pain Points
- Buying Triggers
- Customer Concerns
- Lead Handling Process
- Lead Qualification
- Discovery Call Framework
- Estimate Follow-Up
- No-Show Process
- Lost Lead Reactivation
- Objection Handling
- FAQ Bank
- Closing Principles
- Workflow Map
- New Job Intake SOP
- Estimate Scheduling SOP
- Project Handoff SOP
- Crew Dispatch SOP
- Customer Update SOP
- Quality Control SOP
- Complaint Escalation SOP
- Emergency Job SOP
- Common Mistakes
- Brand Voice Guide
- Messaging Rules
- Content Pillars
- Google Business Profile Content
- Paid Ad Messaging
- Review Response Guide
- Case Study Framework
- Words to Use and Avoid
- Team Structure
- Owner Responsibilities
- Sales Responsibilities
- Operations Responsibilities
- Marketing Responsibilities
- Administrative Responsibilities
- Approval Rules
- Escalation Matrix
- Knowledge Holders
- Tool Stack Map
- GoHighLevel CRM Rules
- Calendar and Scheduling
- File Storage
- Communication Tools
- Advertising Platforms
- Automation Opportunities
- Access Requirements
About this vault
This folder structure ships to the client as a working Obsidian vault — open it locally, search it, extend it. The same content powers the Hermes agent's grounding, so the team and the agent always read from the same source of truth.
Start with Company Profile, then Offer Library, Lead Handling Process, and Workflow Map.
Download the sample vault (ZIP)
Clearly labeled fictional sample — open the folder in Obsidian to see exactly what a delivered vault feels like.