Workflow module · Lesson

Lesson 2 — Obsidian folder discipline (one folder per customer)

Anyone can build a website — almost no freelancer can run five customers without dropping a ball. The folder is the moat.

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What you'll walk away with

A scene-by-scene walkthrough of every beat in the video. Plain English. Real numbers. Real workflow.

The walkthrough

  1. Lesson 2 — Obsidian Folder Discipline — One folder per customer. Identical every time.
  2. Chaos vs. Calm
  3. Why not a CRM? — Subscription · sync delay · vendor lock-in
  4. Obsidian. Free. Local. Plain markdown.
  5. One vault. One customer folder.
  6. Naming pattern: YYYY-MM_NAME_SLUG — Sortable. Greppable. Idiot-proof.
  7. The five folders inside
  8. 00 — intake_transcript
  9. Customer name redacted. Same files every time.
  10. 01 — plan
  11. 02 — assets
  12. Drag every file straight in. Don't 'organize later.'
  13. 03 — build_log
  14. What goes in a daily log — Time started · what I touched · what's broken · next session
  15. 04 — deploy
  16. The one file at the top — 0_CUSTOMER_MASTER.md
  17. What's in the master
  18. Section 1 — Snapshot
  19. Section 2 — Six answers from L01
  20. Section 3 — Stack — The exact tools used on this build
  21. Section 4 — Deadlines
  22. Section 5 — Open questions
  23. Section 6 — Money — Quoted · invoiced · paid · owed
  24. The blank template — Stored in 08_TEMPLATES/customer_master.md
  25. Templater plugin (free) — auto-fills date, name
  26. The one command
  27. ~30 lines of Python
  28. Five customers. Identical structure.
  29. The five-customer brain switch
  30. 50 min/day = 200 hrs/yr — Discipline buys back a month of work
  31. This IS the moat
  32. Search across customers in 2 seconds
  33. The graph view
  34. Backup — git push the whole vault weekly
  35. What NOT to commit — API keys · raw audio of customer · invoices
  36. Archive after 90 days of silence — Move customer folder to 99_ARCHIVED/
  37. Mistake #1 — putting files in Downloads
  38. Mistake #2 — deviating from the structure
  39. Mistake #3 — skipping the daily build log
  40. Mistake #4 — using a real CRM for this
  41. Try it on your next customer
  42. Cost: $0/mo Obsidian + 30 sec scaffold
  43. Where we go next — L03 Claude Code Plan Mode
  44. workflow module — full deep-dive — localmodeldojo.com/workflow
  45. Founder pricing — $24/mo for life · LAUNCH30
  46. info@localmodeldojo.com
  47. Standalone $50-100 · or free with LMD Founder
  48. End card — Workflow logo + URL
  49. —

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← Lesson 1 — Intake call (6 questions + auto-transcription) Lesson 3 — Claude Code Plan Mode (full plan before code) →

— Jake Morris · Oklahoma veteran · localmodeldojo.com