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Asset IndexActive

Asset Index Process

Last updated July 5, 2026

Purpose

Defines how Passionate Vacations should track final documents, templates, graphics, links, and business assets.

Current Standard

The Asset Index should become the central reference list for final business assets. Any finalized document, form, template, graphic, policy, checklist, landing page, important link, or reusable file should be added to the Asset Index and connected to the relevant Business Operating Manual entry.

Procedure / Steps

Nothing recorded yet.

Key Decisions

Downloads, restored files, Google Drive files, GHL assets, PDFs, Canva designs, and final client documents should not remain scattered. Final files should be clearly named, stored in the correct location, and linked inside PV HQ when possible.

Related Assets

  • • Final client document set
  • • Passionate Vacations logo
  • • restored document folders
  • • GHL pages

Related SOPs

  • • Final File Storage SOP
  • • Document Review SOP

Related Forms / Templates / Checklists

  • • Asset Index Template

Related Prompts

  • • Asset indexing prompt
  • • file review prompt

Tags

asset-indexfilesdocumentstemplatesorganizationstorage

Notes

This entry will later support a dedicated Asset Index module or table.