diff --git a/docs/templates/data-inventory-template.md b/docs/templates/data-inventory-template.md new file mode 100644 index 0000000..9f3336b --- /dev/null +++ b/docs/templates/data-inventory-template.md @@ -0,0 +1,68 @@ +# Data Inventory – [Client Name] + +**Status:** Draft / Human Review / Locked +**Last Updated:** YYYY-MM-DD +**Reviewed by:** + +## Purpose +Establish ground truth of the client's digital presence. No analysis or diagnosis — only what exists, where it lives, and verification status. + +Nothing in this document describes threats, severity, or required actions. + +## Data Sources + +### Google Business Profile +- **Access Status:** Owner access / Pending / Denied +- **Data Range Available:** e.g. 2025-07 to 2026-07 / Partial (Jan 2026 only) / None +- **Snapshot Date:** YYYY-MM-DD +- **Verification Tier:** Tier 1 / Tier 2 +- **Notes / Gaps:** +- **Snapshot Location:** `data/clients/[client]/raw/gmb/` + +### Website +- **Access Status:** Public / Login required +- **Data Range Available:** N/A +- **Snapshot Date:** YYYY-MM-DD +- **Verification Tier:** Tier 1 / Tier 2 +- **Notes / Gaps:** +- **Snapshot Location:** `data/clients/[client]/raw/website/` + +### Primary Social (Instagram / Facebook / other) +- **Access Status:** Owner access / Pending / Denied +- **Data Range Available:** +- **Snapshot Date:** YYYY-MM-DD +- **Verification Tier:** Tier 1 / Tier 2 +- **Notes / Gaps:** +- **Snapshot Location:** `data/clients/[client]/raw/social/` + +### Booking / Scheduling System +- **Access Status:** Access granted / Pending / Denied +- **Data Range Available:** +- **Snapshot Date:** YYYY-MM-DD +- **Verification Tier:** Tier 1 / Tier 2 +- **Notes / Gaps:** +- **Snapshot Location:** `data/clients/[client]/raw/booking/` + +### Other (specify) +- **Access Status:** +- **Data Range Available:** +- **Snapshot Date:** YYYY-MM-DD +- **Verification Tier:** +- **Notes / Gaps:** +- **Snapshot Location:** + +## Summary of Gaps / Blockers +- + +## Human Review Gate +- [ ] All accessible sources have been ingested or snapshot taken +- [ ] Every source has a Verification Tier tag (Tier 1 or Tier 2) +- [ ] Snapshot date is recorded for every source +- [ ] Data gaps and missing history are documented in Notes/Gaps +- [ ] Inventory is accurate to the best of our current knowledge + +Once this gate is signed off, the inventory is **Locked** and Layer 2 (Threat Diagnosis) may begin. + +The agent must never treat a source with a missing or outdated snapshot date as current data. + +**Reviewer sign-off:** _________________ Date: _________