How We Run Our Business with socra

As founders building a complex AI platform, every business decision, strategy, and learning needs to be perfect. We needed more than just project management - we needed an intelligent system that could help us make better business decisions and maintain perfect memory of our journey. That's how we turned socra into our business command center. Our edge? Every business decision, from trademark filings to pricing strategies, lives in socra with perfect context and reasoning. @socra isn't just suggesting ideas - it's helping us execute with a full understanding of our history, goals, and constraints. ## Operating Our Startup with socra We organize our entire business operation in socra, with clear context inheritance: socra Business/ ├── Legal/ │ ├── Trademarks # Filed and approved without lawyers │ ├── Contracts # Agreement templates, terms │ └── Compliance # Privacy policy, requirements ├── Strategy/ │ ├── Business Models # Our 5 model iterations │ ├── Pricing # Structure and testing │ └── Market Research # Understanding our space └── Growth/ ├── Goals # What we want to achieve ├── Planning # How we'll get there └── Learning # What we've discovered ... When we faced our first major business challenge - filing trademarks - we discovered socra's true power. Instead of hiring expensive lawyers, we created a journey for our trademark process. @socra helped us research requirements, understand the filing process, and draft our applications. By documenting every step and decision in socra, we successfully filed and received our trademarks, creating a blueprint for future legal work. For example, when we were filing our trademarks, @socra helped us: - Research filing requirements - Draft perfect applications - Navigate the submission process - Document every step - Create templates for future use - Alerted us about a communication that appeared to be from "TEAS" being a scam This success showed us how to leverage socra for every aspect of our business. We've since tested five different business models, with each iteration documented and analyzed in detail. When we consider a change to our model, @socra can reference every past discussion, decision, and outcome. It's like having a business advisor with perfect memory of our entire history. For example, when we recently evolved our pricing strategy, we created a new socra in our Business Strategy journey. @socra immediately understood: - Our previous pricing models and why they changed - Customer feedback from earlier iterations - Impact of past pricing decisions - How this connects to our growth goals - Lessons learned from each attempt The power isn't just in getting AI suggestions - it's in building a living business history where every decision is preserved with perfect context. Three months or three years from now, we can look back and understand exactly why we made each choice, what we learned, and how it shaped our success. This approach has transformed how we: - Make strategic decisions - Document our business evolution - Learn from past experiences - Build on successful patterns - Avoid repeating mistakes ## Team Collaboration The real breakthrough in our business operations came from socra's ability to handle work management with incredible granularity. Every business initiative, from legal work to strategy planning, becomes a collaborative space with precise control over who sees and does what. When we're working on sensitive business decisions, like financial planning or legal documentation, we can set exact permissions for each socra. This means we can: - Keep sensitive financial discussions private - Share specific legal documents with advisors - Open certain strategic discussions to our community - Let team members collaborate on their assigned areas The magic is in how natural this feels. For any socra we create, we can: - Assign it to specific team members - Set clear due dates for deliverables - Mark priority levels - Track status - Control access (owner, admin, editor, commenter, viewer) For instance, when working on our trademark filing: 1. Created the main trademark journey (private to founders) 2. Assigned specific tasks to each other 3. Kept sensitive discussions private 4. Made approved templates public for our community This granular control means we can build in public while keeping sensitive information secure. We might make our product roadmap public for community input, while keeping financial strategies private to the founding team. The ability to assign, prioritize, and track work means nothing falls through the cracks. Each morning, we can see exactly what needs attention, what's due soon, and what we've accomplished. It's not just task management - it's intelligent work organization that maintains perfect context while respecting privacy needs. # Building Your Business Knowledge Base with socra Every startup faces a critical challenge - maintaining perfect memory of decisions, learnings, and evolution. With socra, knowledge builds naturally through your work structure. ## Knowledge Structure Business Knowledge/ ├── Strategy/ │ ├── Pricing # Why we chose each price point │ ├── Product # Key product decisions │ └── Market # Understanding our space ├── Operations/ │ ├── Processes # How we do things │ ├── Policies # Company guidelines │ └── Templates # Reusable documents └── Learning/ ├── Successes # What worked well ├── Challenges # What we overcame └── Improvements # Future ideas Each socra you create automatically: - Inherits context from parent journeys - Connects to related discussions - Maintains decision history - Preserves team insights - Builds institutional memory For example, our pricing decisions journey contains every price point change, why we made it, what worked, what didn't, and what we learned. Three months later, socra AI can reference this complete context for better decisions. This isn't just documentation - it's living knowledge that grows smarter with every decision, discussion, and discovery. ## Tasks socra helps us with: **Make Strategic Decisions:** "Should we change our pricing model?" socra will recall previous pricing discussions, what worked, what didn't, and help analyze the potential impact based on our history. **Plan New Features:** "We need to improve our editor." socra will understand how it fits into the larger platform, suggest priorities based on past user feedback, and help break down the implementation steps. **Solve Problems:** "Our signup flow isn't converting well." socra will reference similar issues we've solved, suggest improvements based on patterns we've seen work, and help test different approaches. **Write and Review:** Whether it's legal documents, marketing copy, or technical documentation, socra can help draft, review, and improve while maintaining consistency with our voice and standards. **Prioritize Work:** "What should we focus on next?" socra can help evaluate importance and urgency based on our goals and context, suggesting what needs immediate attention. **Learn and Document:** Every conversation with socra becomes searchable knowledge. Three months from now, you can ask "Why did we decide to do X?" and socra recall the exact context and reasoning. The key difference is that socra AI isn't just responding to questions - it's actively participating in the business journey with perfect memory and context. Each interaction builds upon previous knowledge, making future decisions smarter and more informed.

By Eduarda Ferreira