Ops Handbook for Pre-Seed Teams
Everything a 3-5 person team needs to operate cleanly: comms norms, decision rights, tools stack, recurring rituals.
A handbook that scales from 1 to 5 without rewriting. Use as-is for the first six months; revisit at headcount 6.
Why pre-seed teams need ops at all
Most pre-seed founders defer ops as "Series A problems." That works until your second hire, then it breaks. The cost of writing this stuff down at 3 people is ~2 hours per topic. The cost of fixing it after a misalignment incident at 6 people is ~2 weeks of trust-rebuilding plus a hire who'll quit.
The 10 SOPs below are the minimum. Each one prevents a specific class of failure I've seen kill momentum at pre-seed teams.
1. Communication norms
- Async by default. Writing forces clarity. Slack threads beat meetings for 80% of decisions.
- Channel discipline: Slack for ephemeral. Notion/Linear for durable. Email for external only.
- Response SLAs: Slack DM within 4 working hours. @-mention within 1 hour. Email within 24 hours. No expectation outside working hours unless tagged
urgent. - Working hours visible in calendar. No-meeting blocks honoured by everyone.
2. Decision rights (RAPID-lite)
For a 3-5 person team, full RAPID is overkill. Use a 3-tier model:
- Reversible (one-way reversible): anyone can ship. No review needed. Examples: copy tweaks, A/B tests, retry logic.
- Two-way doors: one written paragraph in the team channel before shipping. 24-hour async review window. Examples: a new endpoint, a pricing experiment, a feature flag.
- One-way doors: written proposal, 48-hour async review, founder signs. Examples: hires, contracts, infra migrations, any commitment over $5k.
Write the policy down. Everyone references the same doc.
3. Tools stack (opinionated, low-switching-cost)
- Linear for product, engineering, and design tasks.
- Notion for durable docs (specs, retros, decisions log).
- Slack for chat.
- Loom for async video walkthroughs.
- Stripe for revenue.
- Vercel + GitHub for code and deploys.
- 1Password for secrets (not Notion, not Slack).
- Cal.com or Calendly for booking.
Don't add tools for problems you don't have. The most common pre-seed ops failure is tool sprawl — three places to look for the same thing.
4. Recurring rituals
- Monday 15-min standup: each person says (a) what they're working on, (b) one blocker, (c) one ask. No status reading. Notes go in Notion.
- Wednesday customer pulse review: 30 min, founder-led. What did customers say this week? What are we changing?
- Friday 15-min retro: what worked, what didn't, one experiment to try next week.
- Monthly investor update on the same calendar day (e.g., 1st of the month). Sent same day every month builds trust.
- Monthly cap-table check: 5 minutes to confirm the cap table matches reality. Catches small errors before they compound.
5. Hiring pipeline
- Sourcing: founder-led for the first 5 hires. No recruiters. No
hiring@inbox. - Application response: 48-hour SLA, even for "no." A canned-but-warm rejection beats silence every time.
- Process: 30-min intro → take-home or paid trial → onsite (4 hours, panel) → references → offer.
- Offer: written, with equity grant terms, vesting schedule, cliff, and a deadline (typically 7 days). No verbal offers.
- Onboarding doc: one Notion page per hire with first-week goals, who-to-meet, and where-to-find-everything.
6. Customer feedback loop
- Every founder-conversation goes into a Notion database within 24 hours.
- Tag by ICP segment, theme, and quote-worthiness.
- Review at the Wednesday pulse meeting. Pick one thing to ship in response.
- The customer who asked sees the ship within 30 days. Loop closed.
7. Incident response
- On-call rotation: even at 3 people, rotate weekly. Founder isn't always on-call.
- Alert routing: PagerDuty (or free alternative) → on-call's phone. No alerts to email.
- Incident channel:
#incidents. Start a Loom or recording on Severity-1. - Postmortem: blameless, written within 48 hours of resolution. Filed in Notion.
8. Spending and finance
- Single corporate card (Brex / Mercury / Ramp). All subscriptions on it.
- $500 single-purchase threshold: anything over needs founder approval.
- Monthly burn review: 15 min on the 1st. Cancel one thing.
- Receipts and invoices: route to accountant's email automatically. No manual filing.
9. Data and privacy
- Single source of truth per data type (customers, leads, financials). One place to look.
- Access by role: founders see everything; engineering sees code + infra; ops sees customers + finance.
- Quarterly access review: 15 min to confirm everyone has only what they need.
- PII handling: documented one-pager. Where customer data lives, who can access it, how it's deleted.
10. Departures (yes, even at 3 people)
- Exit conversation within 48 hours of notice. Founder runs it.
- Knowledge transfer doc required before last day.
- Access revocation checklist: 15 items. Don't trust memory.
- Goodbye Slack message from the leaver, on their last day. Keeps the door open for future.
What to skip
- A full employee handbook (write it at headcount 10).
- A career framework (write it at headcount 15).
- 1:1 templates (use a free Notion template until you outgrow it).
- A performance review process (use lightweight 360s once a year).
The handbook above gets you to seed without ops becoming the bottleneck. The next step is a real People function — usually at headcount 15-20.
Weekly digest
Get new resources like this, weekly.
One email a week: new hubs, new tools, and the editorial pieces worth reading. One click to unsubscribe.
Discussion
0 comments
Be the first to comment. The Bible community reads every thread.