CEO Morning Briefing
Friday, March 20, 2026 | Carrera Crest Holdings
✅ CEO TO DO
- Check on insurance for 92h
- Create the TEN Salon lease proposal and send out
- Create a draft of TEN Salon purchase agreement email to Erin
- Email Melissa at Bello Haven for pricing info
- Follow up on the payments sent to Reach Partners Owners as we need to resolve Julie Foliett issue
- Create a template and documentation for Carrera Crest Automation to be sold as a service
- Fix 92H issues and get the monthly emails established
- Go to DORA and update YCS license
- Get DORA transfer paperwork for MM
- Text MM about timing of transfer
- Follow up on Boulevard access
- Go To Chase about 2 new accounts
- Deposit more cash
- Cairn Property Tax updates and payments
- Pay Parking ticket
- Find wash basin pipe
- Complete and send the Operating Agreements for Cairn Crest and Lugano Crest
🔴 FIRES
1. Phorest Data Pipeline — 12 Days Blind (since Mar 8) Most recent performance snapshots dated 2026-03-08. ~60% of March unmeasured. Cannot track revenue, utilization, or staff performance. This is the #1 blocker. Note: Phorest daily report emails are arriving (inventory, clock in/out, utilization, sales, tips) — the issue is the processing/routing pipeline, not Phorest itself.
2. GLOBAL_CONFIG Stale — Megan King Still Listed as Active Terminated 3/7 per Philip's 3/11 correction. Still in GLOBAL_CONFIG.md as active support staff (line 20) and bonus eligible (line 461). Outstanding 33.6 hrs PTO payout on next payroll.
⚠️ WARNINGS
- Inventory Shrinkage: -$1,468.92 — up from -$1,158 in Feb, nearly 3x the -$500 threshold. Second consecutive month.
- Alicia King Booth Rent — No March payment. Approaching 30+ days since last entry.
- Breanna Harte Return Unknown — Family emergency leave, 54 appointments ($3,882) on her book. Should be near return date. Clients may need rebooking.
- Deana Faust Underperformance — Rev/Hr $44.07 (lowest in salon), utilization 55.2%, WoW -41%.
- Redken ABC + Color Fanatic Out of Stock — Highest-velocity items at zero. Direct daily revenue loss.
- Jane Iredale Capital Concentration — 28+ SKUs in low inventory, 28.5% of inventory value, only 21% sell-through.
- Alcohol Bar Depleted — Mimosa (0.80/day velocity), Raspberry Blonde, Prosecco all zero.
- Feb Net Loss ($4,273) — Payroll at 76% of revenue (target <65%). 2026 YTD revenue -31% vs budget.
📅 TODAY'S CALENDAR
No events scheduled for today (Friday, March 20).
Tomorrow — Saturday, March 21
- 12:30–5:00 PM: Brooklyn (salon calendar)
- 2:30–3:30 PM: Wilson Groom @ 1222 E 6th Ave, Denver CO 80218
Rest of Week
- Sun 3/22: St. Baldrick's Event, 10:00 AM–2:00 PM (salon participation confirmed — Taylor + 3 stylists volunteering)
- Wed 3/25: Lugano Ridge / Paychex Partnership Meeting, 10:00–10:45 AM (WebEx)
- Fri 3/27: Luke Italy Trip (all day, family)
📊 DASHBOARD STATUS
| Dashboard | Status | Last Updated | Schedule | Notes |
|---|---|---|---|---|
| Payroll | ✅ LIVE | 2026-03-20 06:02 | Daily + Mon full rebuild | Current |
| Inventory | ✅ LIVE | 2026-03-19 06:15 | Daily | 24h old — refresh today |
| Web Station Index | ✅ LIVE | 2026-03-19 16:06 | Daily | Current |
| Education | ❌ Not created | — | TBD | Generator needed |
| Associate Program | ❌ Not created | — | TBD | Generator needed |
| Marketing | ❌ Not created | — | TBD | Generator needed |
DEPARTMENT: INVENTORY
- Redken ABC line completely out of stock — Hair Bandage Balm (0.37/day), Shampoo Sm (0.23/day), 24/7 Serum (0.20/day), Conditioner (0.20/day). Fastest sellers, zero units.
- Pureology Color Fanatic 21 Spray — 0 units, 0.43/day velocity (fastest mover in entire salon). Empty.
- Shrinkage worsening: -$1,468.92 in March vs -$1,158 Feb. Needs investigation.
- Jane Iredale: 28+ SKUs low inventory, tying up 28.5% of inventory capital with only 21% sell-through. Consider markdown/discontinue strategy.
- Alcohol bar: Mimosa Weekday (0.80/day), Mimosa Weekend, Raspberry Blonde, Prosecco — all zero. Restock urgently for weekend traffic.
- Full inventory report runs Monday. No report available today.
DEPARTMENT: EDUCATION
Education Program Leader: Kaeleigh Tran
Major Update (Mar 11): Kaeleigh posted the complete 2026 education calendar to #education (@channel). Philip should review:
| Date | Class | Instructor | Audience |
|---|---|---|---|
| Apr 8, 2–4pm | Summit Tracking/Planning | Chelsea | Associates/L1 |
| Apr 13, 10–4pm | Curl Class | Lindsey Olson | In-salon mandatory |
| May 6, 2–4pm | Shades EQ PK | Jenisa | Associates/L1 |
| Jun 3, 2–4pm | Kerastase Refresher | — | MANDATORY ALL STAFF |
| Jul 8, 2–4pm | Retail: Teach, Use, Sell | Jenisa | Associates/L1 |
| Jul 13, 10–4pm | Blonding Class | Sam Klaver | In-salon mandatory |
| Aug–Dec | Monthly classes continue | Various | Associates/L1 |
Recent completions: Bello Haven Extension Class (Mar 2, 11 stylists), Kerastase Refresher w/ Nicole (Feb 24), Exceptional Salon Service (Feb 16).
Education Dashboard: In development — no generator built yet.
DEPARTMENT: ASSOCIATE PROGRAM
Associate Program Leader: Chelsea Badjar (Level 6 Stylist)
No APL briefing today (runs Mondays). Key associate metrics from COO scan:
- Teigan Maniatis — Jan $357 → Feb $1,129 (+216%), Mar Wk1 $734, 29 future appts. On track for Apr-May breakeven. ✅
- Tashina Miranda — Jan $668 → Feb $355 (-47%). Philip noted "seems improving." 12 March appts ($718). Cannot verify without fresh Phorest data.
- Ali Guerrero — 8 March appts ($599). Measure by 20+ hrs/week in-salon presence, not revenue (per Philip).
Associate Program Dashboard: Not yet created.
DEPARTMENT: MANAGER 1:1
One-on-One data could not be loaded. Flag: 1:1 data source may be stale or disconnected. Verify 1:1 notes pipeline is working.
📬 CUSTOMER FEEDBACK
No emails from contact@yachtclubsalon.com in the last 24 hours. No complaints or bridal requests pending.
📧 TAYLOR'S EMAILS (3 threads, last 3 days — respond today)
-
Mother's Day Gift Guide (Mar 19, 12:31 PM) ⚡ SAME-DAY Taylor needs the password document restored to her Dropbox — specifically Level Loyalty and RedkenPro account logins so she can pull imagery for the Mother's Day magazine feature. She's also asking: did your friend create the marketing, or are you using what you texted? She's waiting on direction re: "buddy discount for party" concept.
-
St. Baldrick's 2026 (Mar 19, 12:24 PM) Taylor confirmed: 3 stylist volunteers for shaves, she and Philip will be there to coordinate. Event is this Sunday 3/22. No action needed unless logistics change.
-
Mother's Day Gift Guide follow-up (Mar 19, 9:50 AM) Same thread — Taylor checking if marketing creative is ready and whether it's Mother's Day focused as discussed.
Priority: Respond to Taylor re: Dropbox password doc + Mother's Day marketing direction today.
TAYLOR'S BRIEFING REPLIES
No briefing replies from Taylor in the last 3 days.
✉️ EMAIL HIGHLIGHTS
- Kerastase Invoice #6043238606 — Review/file. Package tracking links included.
- Mergix Accounting Payment Receipt — $1,287.50 paid to Mergix for Lugano Ridge LLC (charged to card ending 2482).
- Phorest daily reports arriving (5 reports: Inventory List, Staff Clock In/Out, Staff Utilization, Sales Transactions, Gift Cards) — data is being emailed but pipeline processing is broken.
- Salon Centric: 20% OFF L'Oréal Professionnel — Today only. Consider if restocking needs align.
- Salon Centric: Pulp Riot Satire — New product launch notification.
- Looker reports (3): Staff Tips Daily, Staff Performance Daily, Future Appointments 90 Days — auto-scheduled from Phorest.
📱 iMESSAGE
- Beautista (Mar 19): New applicant for Associate position. Check at beautista.com. → Forward to hiring pipeline.
PHOREST DATA
25 reports routed to data/incoming at 06:02 today. Reports include: Staff Tips Daily, Staff Performance Detail Daily, Future Appointments 90 Days Daily. Multiple backlogged copies from 3/19 watcher cycles also routed. Note: 15 warnings in phorest_router.log — likely duplicate file handling. The raw data is arriving; the processing pipeline that turns these into usable snapshots is the broken piece.
💰 PAYROLL SNAPSHOT
- No full payroll report today (runs Mondays).
- Feb 2026 Payroll: 76% of revenue — above 75% threshold, well above 65% target. Investigate staffing mix.
- Feb 2026 Net Loss: ($4,273) — salon ran at -4.6%.
- 2026 YTD Revenue: $264,762 — 31% below budget.
- Mar MTD: $60,398 — pacing ~$90,597/mo annualized (below 2025 avg of $116K).
📆 PAYROLL CALENDAR
Pay Period 7 (2026-03-16 → 2026-03-29) — Day 5 of 14 | 5 working days remain Pending items from #ycs-payroll-review for next run: - TERMINATION: Megan King (effective 3/7, PP6) — 33.6 hrs PTO payout, -$169.96 expense chargeback - BONUS: Teigan — separate support staff hours (Tue/Wed) at $16.75/hr, exclude from wage vs commission - BONUS: Erin Frost — Thu 3/12 hours at $16.75/hr support staff rate - Retail Commission: Run prior month full retail payout
✅ TODAY'S ACTIONS
- [ ] 🔴 Fix Phorest data pipeline — Reports are arriving by email but not being processed. 12 days blind. #1 priority.
- [ ] 🔴 Update GLOBAL_CONFIG.md — Remove Megan King from roster (line 20) and bonus list (line 461).
- [ ] Respond to Taylor — Dropbox password doc + Mother's Day marketing direction (same-day).
- [ ] Reorder Redken ABC line + Pureology Color Fanatic — Zero stock on highest-velocity items.
- [ ] Restock alcohol bar — Mimosas, Raspberry Blonde, Prosecco all empty before weekend.
- [ ] Confirm Breanna Harte return status — 54 appointments need serving or rebooking.
- [ ] Collect Alicia King booth rent — Past 30-day window.
- [ ] Check Beautista applicant — New associate applicant via iMessage notification.
- [ ] Review Kaeleigh's 2026 education calendar — Full schedule posted Mar 11, confirm alignment.
- [ ] Prep for St. Baldrick's (Sunday) — Taylor confirmed 3 volunteers + Philip attending.
- [ ] Review Salon Centric 20% L'Oréal deal — Today only, may align with restock needs.
- [ ] Investigate phorest_router warnings — 15 warnings in today's log (likely duplicate files).
- [ ] Cancel/reassign Erin T Treinen appointment — 1 future appt ($193), on exclusion list.
🔄 DAYTIME WATCHER (Yesterday, Mar 19)
Active throughout the day — 6 Slack sync cycles (8 AM, 10 AM, 12 PM, 2 PM, 4 PM, 6 PM). Slack Archive Dashboard rebuilt 4 times following detected channel changes. No file ingest or Phorest routing actions during daytime. Watcher operating normally — Slack sync healthy.
🤖 AGENT STATUS
| Agent | Status | Notes |
|---|---|---|
| Morning Pipeline | ✅ | All phases completed, 0 errors |
| COO Daily Scan | ✅ | Ran successfully |
| Briefing Compiler | ✅ | Running now |
| Calendar Export | ✅ | 7 events loaded |
| Mail Export | ✅ | 87 emails (44 unread) |
| Outlook Export | ✅ | Ran, 0 customer emails |
| iMessage Export | ✅ | 2 messages captured |
| Slack Sync | ✅ | Channels synced |
| Phorest Router | ⚠️ | 25 reports routed, 15 warnings |
| Vendor Learning | ✅ | No errors |
| Zoom Router | ✅ | No errors |
| Daytime Watcher | ✅ | 6 cycles yesterday, all healthy |
Overall: 13/14 agents green. Phorest router warnings need review.