CEO Morning Briefing

Saturday, March 21, 2026 | Carrera Crest Holdings

✅ TODAY'S ACTIONS

Other

Identify the 5:34 AM iMessage sender — someone calling in late/sick on a Saturday. Confirm salon coverage.

Re-export March MTD Performance Detail from Phorest — #1 data blocker

Re-export current inventory snapshot from Phorest — 26 days stale

Check Chronologiste Masque stock — promo product at zero, verify or reorder

Remove Megan King from GLOBAL_CONFIG — still active, terminated 3/7, must fix before Monday payroll

Send Taylor the Dropbox password file — she's blocked on Mother's Day promo vendor imagery

Set up Nicole in Phorest and Paychex — new support staff hire, Taylor sent welcome email

Review Jim Bickford's side agreement — financing terms need response (2yr standby / 3yr I/O / 10yr amortization)

Draft TEN Salon purchase agreement email to Erin (CEO TO DO — pending)

Check 92H insurance (CEO TO DO — pending)

DORA: Update YCS license + MM transfer paperwork (CEO TO DO — pending)

Cairn Property Tax updates and payments (CEO TO DO — pending)

Find wash basin pipe (CEO TO DO — pending)

Fix _Agent_Runner permissions — COO agent couldn't write output to disk

Total: 14 items 0 of 14 done Reset all

✅ CEO TO DO

Check on insurance for 92h — PENDING Create the TEN Salon lease proposal and send out — DONE Create a draft of TEN Salon purchase agreement email to Erin — PENDING Email Melissa at Bello Haven for pricing info — DONE Follow up on the payments sent to Reach Partners Owners as we need to resolve Julie Foliett issue — DONE Create a template and documentation for Carrera Crest Automation to be sold as a service — DONE Fix 92H issues and get the monthly emails established — PENDING Go to DORA and update YCS license — PENDING Get DORA transfer paperwork for MM — PENDING Text MM about timing of transfer — DONE Follow up on Boulevard access — DONE Go To Chase about 2 new accounts — DONE Deposit more cash — DONE Cairn Property Tax updates and payments — PENDING Pay Parking ticket — DONE Find wash basin pipe — PENDING Complete and send the Operating Agreements for Cairn Crest and Lugano Crest — DONE

7 items remaining (PENDING) | 10 items completed (DONE)

🔥 FIRES (Immediate Attention)

March Performance Data Is Stale — The 03-2026 staff_performance.csv is identical to February (same $93,888 to the penny). We're 21 days into March with no usable data. Action: Re-export March MTD Performance Detail from Phorest today.
Megan King Still in GLOBAL_CONFIG — Terminated 3/7, still listed as active Support Staff and bonus-eligible. Must be cleaned up before Monday payroll run.
Mask Promo Product at Zero Stock — Chronologiste Masque Intense Regenerant has 0 units. This is a featured product in the March $10 Mask Treatment Promo. Cannot run a promo on a product you don't have.

⚠️ WARNINGS (Monitor This Week)

Inventory shrinkage: -$1,158 (threshold -$500) — needs SKU reconciliation
80+ SKUs at zero stock (snapshot is 26 days old from 2/23 — stale)
Tashina Miranda — Jan $668 → Feb $355 (–47%). Decision window ~4/10. Need March data to assess.
Deana Faust — 64% rebook (lowest), $66/hr rev. Philip wants 13-week util average.
Teigan Maniatis — 67.68% util (below 70% threshold), but revenue up 216% Jan→Feb.
Breanna Harte — On family emergency leave, 54 March appointments booked. Monitor return.
Salon utilization: 62.5% vs 90% bonus threshold — structural gap.
Feb Net Loss: ($4,273) — Payroll at 76% of revenue (target <65%).
2026 YTD revenue -31% vs budget — $264,762 YTD, significant shortfall.

📅 TODAY'S CALENDAR — Saturday, March 21

Time	Event	Duration	Notes
12:30 – 5:00 PM	Brooklyn	4.5 hrs	Salon calendar (duplicate entry)
2:30 – 3:30 PM	Wilson Groom	1 hr	1222 E 6th Ave, Denver CO 80218

⚠️ Conflict: Wilson Groom overlaps with Brooklyn (2:30–3:30 falls within 12:30–5:00).

Tomorrow (Sunday 3/22): St. Baldricks Event — 10:00 AM–2:00 PM (salon) + 10:30 AM–12:30 PM overlap Mon 3/23: Mya tour & training (Zoom, 1–2 PM) · Pick up Luke (3–4 PM) Wed 3/25: Paychex Partnership Meeting (Webex, 10:00–10:45 AM) Fri 3/27: Luke Italy Trip begins (all day)

📊 DASHBOARD STATUS

Dashboard	Status	Last Updated	Schedule	Notes
Payroll	✅ LIVE	2026-03-21 06:02	Daily + Mon rebuild	Current
Inventory	✅ LIVE	2026-03-20 06:15	Daily	24h old — acceptable
Web Station Index	✅ LIVE	2026-03-20 18:05	Daily	Current
Education	❌ NEEDS CREATION	—	TBD	Generator not built yet
Associate Program	❌ NEEDS CREATION	—	TBD	Generator not built yet
Marketing	❌ NEEDS CREATION	—	TBD	Generator not built yet

🏪 DEPARTMENT: INVENTORY

Data is 26 days stale (last snapshot 2/23) — fresh Phorest export urgently needed
Chronologiste Masque: 0 units — featured promo product, must reorder or pull from promo
80+ SKUs at zero including core lines: Pureology Hydrate S&C, Redken ABC (both sizes), multiple Kerastase items, 4 of 5 alcohol items
Shrinkage: -$1,158 (exceeds -$500 threshold) — reconciliation needed when fresh data arrives
Inventory value: $30,451 (Retail $24,791 + Professional $5,661)
Full inventory report runs Monday. No report today.

📚 DEPARTMENT: EDUCATION

Leader: Kaeleigh Tran (Education Program Leader)

Kaeleigh posted a major update on Mar 11 — the complete 2026 Education Calendar:

Upcoming classes: - Apr 8, 2–4 PM: Summit Tracking/Planning for Success w/ Chelsea (associates/L1) - Apr 13, 10 AM–4 PM: Curl Class w/ Lindsey Olson (mandatory in-salon) - May 6, 2–4 PM: Shades EQ PK w/ Jenisa - Jun 3, 2–4 PM: Kerastase Product Knowledge Refresher — MANDATORY FOR EVERYONE - Jul 13, 10 AM–4 PM: Blonding Class w/ Sam Klaver (5 ❤️ reactions)

Recent completions: Bello Haven Extension Class (3/2, 11 stylists), Kerastase Refresher w/ Nicole (2/24), Exceptional Salon Service (2/16), Redken Shades ALK (2/3)

Kaeleigh also shared the Kerastase 2026 free virtual education schedule (90-min sessions, registration via QR code).

📋 Education Dashboard: Not yet built — data sources identified (Slack, email, Phorest, CEU tracking).

👥 DEPARTMENT: ASSOCIATE PROGRAM

Leader: Chelsea Badjar (Associate Program Leader, Level 6 Stylist)

No APL briefing today (runs Mondays)
Active associates: Alexis White, Ali Guerrero, Teigan Maniatis
Teigan trending up: $357 → $1,129 (+216%) but below 70% utilization
Associate Program Dashboard: Not yet built
PP6 payroll note: Teigan's support staff hours (Tue/Wed) need separate tracking at $16.75/hr

🤝 DEPARTMENT: MANAGER 1:1

1:1 Cadence (from Zoom summaries — last 30 days)

Person	Last 1:1	Days Ago	Status
Chelsea	2026-03-07	14	⚠️ Due this week
Erin	2026-03-07	14	⚠️ Due this week
Kaeleigh	2026-03-07	14	⚠️ Due this week
Karen	2026-03-07	14	⚠️ Due this week
Kathryn	2026-03-07	14	⚠️ Due this week
Stacy	2026-03-21	0	✅ Done today

Recent Zoom Meetings

2026-03-21: 1:1 — Stacy — Jane product performance + inventory challenges discussed
2026-03-21: Zoom Meeting — February performance review (worst month in 4 years)
2026-03-17: Zoom Meeting — Reach Properties financial review (Julee Wright)
2026-03-07: 1:1 — Kaeleigh, Karen, Chelsea, Erin (last round of named 1:1s)

📚 Kaeleigh 1:1 Notes: No "One on One Notes" emails from hellokaeleigh@gmail.com found in the last 14 days. Kaeleigh's Wednesday 1:1 is upcoming — check for her notes email.

📧 CUSTOMER FEEDBACK (Outlook contact@yachtclubsalon.com)

No customer emails in the last 24 hours. No complaints, bridal requests, or review responses pending.

💌 TAYLOR'S EMAILS (last 3 days — 6 unique threads)

🔴 Mother's Day Gift Guide promo (Mar 19–20, multiple exchanges) — Taylor created Canva designs (portrait + landscape) for Mother's Day specials. She couldn't access brand content due to missing Dropbox passwords. Says branding/marketing files now visible but still no password Excel sheet. Vendor imagery (Level Loyalty, RedkenPro) needs login access. Taylor completed her reply to the publication Friday night — specials valid all of May. ACTION NEEDED: Ensure Taylor has the password file in Dropbox.
New Hire: Nicole (Mar 20, 8:11 AM) — Taylor sent welcome email to new support staff member Nicole, CC'd Philip for Phorest and Paychex onboarding. ACTION NEEDED: Get Nicole set up in Phorest and Paychex.

📬 EMAIL HIGHLIGHTS

Jim Bickford (LawHedge) — "Devin - Closing - Side Agreement" — financing terms proposal: 2yr standby, 3yr I/O, then fully amortized over 10. Needs review and response.
Looker reports arrived: Future Appointments 90 Days, Staff Tips, Staff Performance Detail (daily auto-reports)
Phorest daily reports: Staff Utilisation, Inventory List, Clock In-Out, Sales Transactions (3/20)
Kerastase invoice: #6043238606 detected

📱 iMESSAGE

[2026-03-21 05:34] +17204295526: "I'm going to be late this morning I haven't felt good all night"
⚠️ Saturday staff calling in late/sick. Identify who this number belongs to and confirm salon coverage.

📦 PHOREST DATA

25 reports routed to data/incoming at 06:01 AM: - Staff Tips Daily (3/21 + 3/20 backfill) - Staff Performance Detail Daily (3/21 + 3/20 backfill) - Future Appointments 90 Days Daily (3/21 + 3/20 backfill)

All routed in DATED mode. Multiple historical copies from 3/20 watcher cycles also ingested.

💰 PAYROLL SNAPSHOT

No payroll report today (runs Mondays). Key standing items:

Feb payroll: 76% of revenue — above 75% alert threshold, well above 65% target
Feb net loss: ($4,273) — 4.6% loss ratio
March pacing: $60,398 MTD → ~$86,283 annualized (below Feb's $93,888)
Megan King termination (3/7): 33.6 hrs PTO payout + $169.96 expense chargeback — still not cleaned from GLOBAL_CONFIG
Teigan: Support staff hours (Tue/Wed) at $16.75/hr need separate tracking
Erin Frost: Worked Thu 3/12 at $16.75/hr support rate — exclude from wage vs commission

📅 PAYROLL CALENDAR

Pay Period 7 (2026-03-16 → 2026-03-29) — Day 6 of 14 5 working days remaining | March 2026, period 3 of 3 📋 YCS Payroll Review has pending items from PP6 that will carry into next payroll run.

👁️ DAYTIME WATCHER (Yesterday, 3/20)

Watcher ran 6 cycles (8 AM – 6 PM, every 2 hours). Activity: - Slack: Channel changes detected and synced at each cycle (6 syncs) - Dashboards: Slack Archive Dashboard rebuilt 6 times following syncs - No file routing or Phorest intra-day actions detected outside scheduled runs

Watcher functioning normally — Slack archive staying current.

🤖 AGENT STATUS

Agent	Status	Notes
Morning Pipeline	✅ Ran	0 errors across all phases
COO Daily Scan	✅ Ran	Output blocked by permissions (data delivered inline)
Briefing Compiler	✅ Running	This briefing
Calendar Export	✅ Ran	9 events loaded
Mail Export	✅ Ran	83 emails processed
Outlook Export	✅ Ran	No customer emails found
iMessage Export	✅ Ran	1 message captured
Slack Sync	✅ Ran	All channels synced
Phorest Router	⚠️ 15 warnings	25 reports routed — warnings likely duplicate file handling
Daytime Watcher	✅ Active	18 actions yesterday
Vendor Learning	✅ Ran	No errors

⚠️ Permission issue: COO agent and output writes blocked. Fix _Agent_Runner/outputs/ permissions.

Compiled 2026-03-21 06:02 AM | Next briefing: Monday 2026-03-23 06:00 AM