CEO Morning Briefing
Sunday, March 22, 2026 | Carrera Crest Holdings
TODAY'S ACTIONS
🔴 Urgent (Today) - [ ] Investigate 7-day Phorest data gap (Mar 16-21) — pipeline may be broken, blocking all downstream analytics (COO scan) - [ ] Review & respond to Taylor's Mother's Day promo emails — she's waiting on Dropbox passwords/branding files and sent final designs Friday (Taylor emails) - [ ] Review Taylor's new hire onboarding email for Nicole — connect on Phorest/Paychex setup (Taylor email 3/20)
🟡 This Week - [ ] Update GLOBAL_CONFIG.md — remove Megan King from active roster (flagged 3/11, 11 days overdue) (COO scan) - [ ] Collect Alicia King's March booth rent — $0 recorded, approaching 30 days (COO scan) - [ ] Verify Tashina Miranda's March status — $0 revenue through 3/12, scheduled or on leave? (COO scan) - [ ] Fix March performance dashboard — still contains February data (COO scan) - [ ] Schedule overdue 1:1s — Chelsea, Erin, Kaeleigh, Karen, Kathryn all 15+ days since last (1:1 data) - [ ] Review Kaeleigh's 1:1 coaching notes from 3/19 — Ali and associate updates (Kaeleigh email) - [ ] Paychex Partnership Meeting prep — Wednesday 3/25 at 10 AM (calendar) - [ ] Mya tour & training session — tomorrow 1 PM via Zoom (calendar) - [ ] Check on insurance for 92H (CEO TO DO) - [ ] Draft TEN Salon purchase agreement email to Erin (CEO TO DO) - [ ] Go to DORA — update YCS license + get MM transfer paperwork (CEO TO DO) - [ ] Cairn Property Tax updates and payments (CEO TO DO) - [ ] Fix 92H issues and establish monthly emails (CEO TO DO) - [ ] Find wash basin pipe (CEO TO DO)
📋 Queued - [ ] Confirm Ali Guerrero's weekly hours — measure by 20+ hrs/week presence per correction (COO scan) - [ ] Create Education Dashboard (needs generator & schedule) - [ ] Create Associate Program Dashboard (needs generator & schedule) - [ ] Create Marketing Dashboard (needs generator & schedule) - [ ] Resolve Julie Follett fee structure for Reach Properties (CEO TO DO — marked DONE but structure still TBD)
✅ 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 PENDING | 10 DONE
🔴 FIRES
1. 7-Day Phorest Data Gap (Mar 16–21)
Most recent daily Phorest data files are dated March 15. Full business week missing — no sales, no performance snapshots, no tips. Pipeline is flying blind.
- Likely cause: Phorest email delivery stopped, or phorest_router.sh failed silently
- Note: Today's router run (3/22) successfully routed 37 files including Sales Transactions, Inventory, Clock In/Out, Tips, Utilisation, Gift Cards — so the router IS working now. The gap is Mar 16–21.
- Silent Failure Rule concern: This gap should have triggered a HIGH pipeline alert days ago. If it didn't, the staleness detection may not cover multi-day gaps in daily files.
2. Megan King Still in GLOBAL_CONFIG as Active
Terminated 3/7. Flagged by Philip on 3/11 — 11 days ago, still not corrected. Risk of incorrect payroll/bonus calculations.
⚠️ WARNINGS
- March dashboard shows February data — Staff performance figures are identical to Feb. Monthly dashboard was never refreshed.
- Tashina Miranda — $0 revenue through 3/12. Was supposed to be improving. Need schedule verification.
- Deana Faust — persistent underperformance. March: $639 rev, 55% util, $44/hr (all lowest). 13-week rolling average queued.
- Alicia King booth rent — $0 March. Approaching 30 days since last payment.
- Breanna Harte — on family emergency leave. Expected, not a performance flag. Monitor for return.
- Feb 2026 P&L: Net loss ($4,273), payroll at 76% of revenue (target <65%). 2026 YTD revenue -31% vs budget.
TODAY'S CALENDAR
Today — Sunday, March 22
| Time | Event | Duration |
|---|---|---|
| 10:00 AM – 2:00 PM | St Baldricks | 4 hrs |
| 10:30 AM – 12:30 PM | St. Baldricks Event! (YCS calendar) | 2 hrs |
⚠️ Overlap: Two St. Baldricks entries (likely same event, dual-calendared). Salon open 8am–5pm, lighter Sunday traffic.
Tomorrow — Monday, March 23
- 1:00 PM: Mya tour & training session (Zoom, 1 hr)
- 3:00 PM: Pick up Luke from school (1 hr)
Rest of Week
- Wed 3/25: Lugano Ridge / Paychex Partnership Meeting, 10:00–10:45 AM (WebEx)
- Thu 3/26: No events
- Fri 3/27: Luke Italy Trip begins (all day)
- Sun 3/29: Palm Sunday
DASHBOARD STATUS
| Dashboard | Status | Last Updated | Schedule | Notes |
|---|---|---|---|---|
| Payroll Dashboard | ✅ LIVE | 2026-03-22 06:02 | Daily + Mon rebuild | Current |
| Inventory Dashboard | ✅ LIVE | 2026-03-21 06:16 | Daily | 24h ago — normal for Sunday |
| Web Station Index | ✅ LIVE | 2026-03-21 13:48 | Daily | Current |
| Education Dashboard | ❌ NEEDS CREATION | — | TBD | No generator built yet |
| Associate Program Dashboard | ❌ NEEDS CREATION | — | TBD | No generator built yet |
| Marketing Dashboard | ❌ NEEDS CREATION | — | TBD | No generator built yet |
DEPARTMENT: INVENTORY
No inventory report today (runs Mondays). Key data from COO scan: - Inventory On Hand: Last snapshot 2026-03-15 (XLS). 7 days stale due to data gap. - Inventory CSV: 1,647 rows as of 3/1. Monthly export. - Jane Iredale: Stacy/Philip agreed to reduce the line by clearing slow-movers (from 1:1 notes 3/20–3/22). - Today's router successfully pulled Inventory_List (PDF + XLS) — data should refresh once ingested. - Full inventory analysis queued for Monday's Inventory Agent run.
DEPARTMENT: EDUCATION
Education Program Leader: Kaeleigh Tran
Major Update — Full 2026 Class Calendar Posted (Mar 11)
Kaeleigh posted the master education schedule to #education. Key upcoming dates:
| Date | Class | Instructor | Mandatory |
|---|---|---|---|
| Apr 8, 2–4pm | Summit Tracking/Planning | Chelsea | Associates/L1 |
| Apr 13, 10–4pm | Curl Class | Lindsey Olson | In-salon |
| May 6, 2–4pm | Shades EQ PK | Jenisa | Associates/L1 |
| Jun 3, 2–4pm | Kerastase Refresher | — | ALL STYLISTS |
| Jul 8, 2–4pm | Retail: Teach, Use, Sell | Jenisa | Associates/L1 |
| Jul 13, 10–4pm | Blonding Class | Sam Klaver | In-salon |
Recent completions: Bello Haven Extension Class (Mar 2, 11 attended), Kerastase Refresher w/ Nicole (Feb 24), Exceptional Salon Service (Feb 16).
Kerastase 2026 Virtual Education schedule shared — all sessions free, 90 min, registration via QR code.
Education Dashboard: Still needs creation (no generator built).
DEPARTMENT: ASSOCIATE PROGRAM
Associate Program Leader: Chelsea Badjar (Level 6 Stylist)
No APL briefing today (runs Mondays). Key data points: - Active Associates: Alexis White, Ali Guerrero, Teigan Maniatis - March performance (through 3/12): - Teigan Maniatis: $734, 90% util — on pace for $1,300+, strong upward trajectory (Jan $357 → Feb $1,129) - Alexis White: $444, 96% util, 32% RTS, 100% rebook — strong metrics - Ali Guerrero: $38.40, 1 client — measure by salon presence (20+ hrs/week) per Philip's correction, not revenue - Payroll note: Teigan has separate support staff hours at $16.75/hr (Tue/Wed salon days) — must be tracked separately from associate wage vs. commission calc.
DEPARTMENT: MANAGER 1:1
1:1 Cadence Status
| Team Member | Last 1:1 | Days Ago | Status |
|---|---|---|---|
| Stacy Salee | 2026-03-22 | 0 | ✅ Current |
| Chelsea Badjar | 2026-03-07 | 15 | ⚠️ OVERDUE |
| Erin Frost | 2026-03-07 | 15 | ⚠️ OVERDUE |
| Kaeleigh Tran | 2026-03-07 | 15 | ⚠️ OVERDUE |
| Karen Pham | 2026-03-07 | 15 | ⚠️ OVERDUE |
| Kathryn Meese | 2026-03-07 | 15 | ⚠️ OVERDUE |
5 of 6 stylists are overdue for 1:1s. Recommend scheduling this week.
Recent Meeting Highlights
- Stacy 1:1 (3/20–3/22): Discussed Jane Iredale performance/inventory. Agreed to reduce product line by clearing slow-movers.
- Zoom Meeting (3/20–3/22): February review — worst month in 4 years. 386 hours lost to sick time, PTO, and training = $24,000 revenue impact. Payroll at 76%.
- Zoom (3/17): Reach Properties financial reconciliation — expense tracking discrepancies, commission review.
📚 Kaeleigh 1:1 Notes — March 19, 2026
Kaeleigh sent her coaching session updates: - Ali Guerrero: First one-on-one. Reviewed primary goal of 50% rebooking rate. Discussed planning and tracking progress. Addressed initial questions. - (Email was truncated — full content likely covers additional associates)
Review these notes before scheduling Kaeleigh's next 1:1 (overdue since 3/7).
CUSTOMER FEEDBACK
No customer emails in the last 24 hours from contact@yachtclubsalon.com.
Notable: Kristin Lathrom emailed (via receipt reply) — left her charger and wall plug behind the couch in the lobby. Needs someone to grab it tomorrow.
TAYLOR'S EMAILS
6 emails from Taylor (March 20) — all related to Mother's Day promo:
- Mother's Day Gift Guide response (8:03 PM) — Taylor finalized promo copy. Couldn't get vendor brand content but created two deals valid all of May. Responded to a publication feature request.
- Canva designs shared (7:29 PM) — Mother's Day Promo in landscape and portrait versions. Notes she had limited time and no updated passwords.
- Dropbox access issue (1:02 PM) — New branding/marketing files visible but still no updated password Excel sheet.
- Dropbox access issue (8:23 AM) — Password document missing, color palette and logo folders empty.
- New hire onboarding — Nicole (8:11 AM) — Taylor welcomed Nicole to support staff, CC'd Philip for Phorest/Paychex setup.
⚠️ Same-day action needed: Taylor still needs the Dropbox password file. Confirm she has access. Also connect with Nicole for system onboarding.
EMAIL HIGHLIGHTS
- 9 Phorest daily reports arrived (3/21 data) — Staff Tips, Performance, Appointments, Inventory, Utilisation, Clock In/Out, Sales, Gift Cards. Router processed all successfully today.
- Kristin Lathrom — left charger in salon lobby, needs retrieval tomorrow.
- 27 total emails (15 unread) across LuganoRidge (23) and Reach (4).
iMESSAGE
- SimpliSafe (3/21 5:19 PM): System armed (away mode) at 6350 W 92nd Ave. Normal.
- No business-relevant messages in the last 48 hours. All other messages appear personal/family.
PHOREST DATA
37 files routed successfully this morning (2026-03-22 06:01): - Sales Transactions (PDF + XLS) - Inventory List (PDF + XLS) - Staff Clock In/Out (PDF + XLS) - Staff Utilisation (PDF + XLS) - Gift Cards Sold/Added (PDF + XLS) - Gift Cards Redeemed (PDF + XLS) - Staff Performance Detail Daily (ZIP × 8 — includes backlog from 3/21) - Staff Tips Daily (ZIP × 9 — includes backlog) - Future Appointments 90 Days (ZIP × 8 — includes backlog)
Good news: The router is working and caught up on 3/21 data with multiple accumulated runs. The Mar 16–20 gap still needs investigation.
PAYROLL SNAPSHOT
No payroll report today (runs Mondays). Key items from #ycs-payroll-review:
- Megan King termination (PP6): 33.6 hrs PTO payout + $169.96 expense chargeback. Still needs GLOBAL_CONFIG cleanup.
- Teigan Maniatis: Separate support staff hours (Tue/Wed) at $16.75/hr — do NOT factor into wage vs. commission calc.
- Erin Frost: Worked Thu 3/12 at $16.75/hr support rate — same treatment as Teigan.
- Retail Commission: Reminder to run prior month full retail payout.
PAYROLL CALENDAR
Pay Period 7 | 2026-03-16 → 2026-03-29 | March 2026 (3 of 3) - Day 7 of 14 | 5 working days remaining - 📋 YCS Payroll Review has pending items — will process at next payroll run
DAYTIME WATCHER
March 21 Activity: Slack-only day. 6 sync cycles ran (every 2 hours, 8 AM–6 PM). All successful. - No new files detected in Reach Properties folders - No dashboard rebuilds triggered - No Phorest intra-day routing (reports came in overnight batch)
AGENT STATUS
All 14 agents ran cleanly this morning. No errors across any log.
| Log | Errors | Warnings |
|---|---|---|
| Morning runner | 0 | 3 |
| Phorest router | 0 | 3 |
| All other agents (13) | 0 | 0 |
3 warnings in phorest_router — likely related to duplicate/accumulated ZIP files from the 3/21 backlog. Non-critical.
Pipeline Integrity Note: The COO scan flagged that the 7-day data gap (Mar 16–21) should have triggered a HIGH severity pipeline alert but didn't. The staleness check may not cover multi-day gaps in daily files. Recommend: Add rule — if latest data_date in any fact table is >2 business days old, fire HIGH alert.
Positive signals: Pipeline is flowing again as of today. 37 Phorest files routed. All agent logs clean. Slack sync running every 2 hours.
Compiled 2026-03-22 06:15 | Next scheduled run: Monday 2026-03-23 06:00 AM (full Monday pipeline)