CEO Morning Briefing
Thursday, March 26, 2026 | Carrera Crest Holdings
TODAY'S ACTIONS
🔴 Urgent (Today) - [ ] Renew cairndevco.com domain — renewal failed, immediate attention (Calendar alert) - [ ] Remove Megan King from GLOBAL_CONFIG.md roster + bonus eligible list (COO Fire — config still lists terminated employee) - [ ] Pull fresh March 1–25 Phorest Staff Performance Detail export — current 03-2026 file contains February data (COO Fire) - [ ] Investigate 3 stale dashboards: CEO Dashboard (5.7d), Summit Report (12.8d), Guest Dashboard (11.7d) — pipeline alert HIGH
🟡 This Week - [ ] Check Ali Guerrero scheduling — 3.7 hrs/wk vs 20 hr target (COO Warning) - [ ] Collect/enter Alicia King March booth rent — approaching 30+ days overdue (COO Warning) - [ ] Reconcile Bello Haven extension inventory — 5 units missing, ~$1,424 untracked (COO Warning) - [ ] Coach Drake Rosberg on rebooking — 55% vs 75% target (COO Warning) - [ ] Schedule overdue 1:1s — Chelsea, Erin, Kaeleigh, Karen, Kathryn all 19 days since last (1:1 Cadence) - [ ] Review/respond to Taylor's Mother's Day magazine email from 3/24 (Taylor Emails) - [ ] Review Kaeleigh's 3/19 One on One Notes — Ali & coaching session updates (Kaeleigh Email)
📋 Queued - [ ] Check on insurance for 92H - [ ] Create draft TEN Salon purchase agreement email to Erin - [ ] Fix 92H issues and get monthly emails established - [ ] Go to DORA and update YCS license - [ ] Get DORA transfer paperwork for MM - [ ] Cairn Property Tax updates and payments - [ ] Find wash basin pipe - [ ] Get a Chase CC for Lugano Crest - [ ] Cancel SalesNavigator PRO (calendar reminder 4/1)
✅ CEO TO DO
• Check on insurance for 92h — PENDING • Create a draft of TEN Salon purchase agreement email to Erin — PENDING • 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 • Cairn Property Tax updates and payments — PENDING • Find wash basin pipe — PENDING • Get a Chase CC for Lugano Crest
Completed since last update: TEN Salon lease proposal, Bello Haven pricing email, Reach Partners owner payments follow-up, Carrera Crest Automation template, Text MM about timing, Boulevard access, Chase 2 new accounts, Deposit cash, Parking ticket, Operating Agreements for Cairn Crest & Lugano Crest.
FIRES (from COO scan)
1. Megan King Still in GLOBAL_CONFIG.md Terminated 3/7 — removed from commission_calculator.py and payroll dashboard on 3/21, but GLOBAL_CONFIG.md still lists her as active staff AND bonus eligible. Any agent reading config treats her as active.
2. March Performance Data is February Data
The 03-2026 staff_performance.csv contains identical revenue figures to February (e.g., Erin Frost $10,869.57 in both months). No distinct March full-month performance view exists. Need a fresh March 1–25 Phorest export.
WARNINGS (monitor this week)
- Tashina Miranda — Philip flagged for trend check. Feb: $354.80 rev, 36% util. No March data available to evaluate improvement.
- Deana Faust — Lowest utilization (55%) and Rev/Hr ($44.07) in Mar 8–12 snapshot. Rebook 64% (below 75% target).
- Breanna Harte — On family emergency leave since ~3/11. Was productive pre-leave ($3,700 Feb, 96.74% util). Monitor return.
- Ali Guerrero — 86 hrs over 23 weeks = 3.7 hrs/wk. Target is 20+ hrs/wk mentorship. Needs scheduling intervention.
- Alicia King — Last booth rent entry was February ($654). March may be overdue.
- Bello Haven Extensions — -5 units (~$1,424 untracked). Also MIMOSA -151, PROSECCO -55 (known alcohol gap).
- Drake Rosberg — Revenue solid ($1,635/wk) but rebook at 55% vs 75% target.
TODAY'S CALENDAR
Today — Thursday, March 26 | Time | Event | Notes | |------|-------|-------| | 3:00 AM – 3:00 PM | cairndevco.com Domain Renewal Failed | ⚠️ Immediate attention — 2 duplicate alerts |
Tomorrow — Friday, March 27 - Luke Italy Trip (all day, Family)
Rest of Week + Next Week - Sun 3/29: Palm Sunday - Mon 3/30: Luke Spring Break; SS Meeting 3–4 PM - Tue 3/31: Redken Black Level Luncheon 10 AM–1 PM @ EDGE Restaurant, Denver - Wed 4/1: Passover; Cancel SalesNavigator PRO 9:30–10:30 AM
DASHBOARD STATUS
| Dashboard | Status | Last Updated | Schedule | Notes |
|---|---|---|---|---|
| Payroll Dashboard | ✅ Live | 2026-03-26 06:03 | Daily + Mon rebuild | Current |
| Inventory Dashboard | ✅ Live | 2026-03-25 06:12 | Daily | Current (24h) |
| Slack Archive | ✅ Live | 2026-03-25 18:03 | Every 2h | Watcher kept current |
| Web Station Index | ✅ Live | 2026-03-25 08:38 | Daily | Current |
| P&L Flow | ✅ Live | — | Monthly | Manual updates |
| Agent Status | ✅ Live | — | Daily | Auto-generated |
| CEO Dashboard | 🔴 STALE | 5.7 days ago | Daily (2d threshold) | Dashboard Agent failed |
| Summit Report | 🔴 STALE | 12.8 days ago | Weekly (8d threshold) | COO Agent / generator failed |
| Guest Dashboard | 🔴 STALE | 11.7 days ago | Weekly (8d threshold) | Dashboard Agent / generator failed |
| Reach Dashboard | ✅ Live | — | Monthly | Manual updates |
| Education Dashboard | ❌ Needs Creation | — | TBD | Generator not built |
| Associate Dashboard | ❌ Needs Creation | — | TBD | Generator not built |
| Marketing Dashboard | ❌ Needs Creation | — | TBD | Generator not built |
DEPARTMENT: INVENTORY
- No Monday inventory report today — next full report runs Monday 3/30.
- Bello Haven Extensions: -5 units = ~$1,424 untracked retail value. Extensions sold/used without inventory deduction.
- Alcohol tracking gap: MIMOSA -151, PROSECCO -55 (known issue, not retail product).
- Jane Products: Per Stacy 1:1 (3/26), Philip and Stacy agreed to reduce the Jane product line — clearing slow-movers.
- Inventory Dashboard is current (updated 3/25, 643KB).
DEPARTMENT: EDUCATION
Education Program Leader: Kaeleigh Tran
Master 2026 Class Calendar (posted 3/11 to #education @channel): - Apr 8, 2–4 PM: Summit Tracking/Planning for Success w/ Chelsea - Apr 13, 10–4 PM: Curl Class w/ Lindsey Olson (in-salon, mandatory) - May 6, 2–4 PM: Shades EQ PK w/ Jenisa - Jun 3, 2–4 PM: Kerastase Refresher — MANDATORY FOR ALL STYLISTS - Jul 8, 2–4 PM: Retail: Teach, Use, Sell w/ Jenisa - Jul 13, 10–4 PM: Blonding Class w/ Sam Klaver (in-salon) - Aug–Dec monthly classes scheduled through December
Recent completions: Bello Haven Extension Class (3/2, 11 stylists), Kerastase Refresher w/ Nicole (2/24), Exceptional Salon Service (2/16).
Kerastase 2026 Virtual Education: Free 90-min sessions available — registration via QR code shared by Kaeleigh.
Education Dashboard: Still in development — no generator built yet.
DEPARTMENT: ASSOCIATE PROGRAM
No APL briefing today (runs Mondays). Associate Program Leader: Chelsea Badjar (Level 6 Stylist).
Associate snapshot from COO scan (Mar 8–12 week): - Teigan Maniatis: $734, 90% util — strongest associate week yet. On track for Apr–May breakeven. - Alexis White: $444, 96% util, 100% rebook — solid engagement metrics. - Ali Guerrero: Scheduling concern — only 3.7 hrs/wk (target 20+). Needs intervention.
DEPARTMENT: MANAGER 1:1
1:1 Cadence Status: | Team Member | Last 1:1 | Status | |-------------|----------|--------| | Stacy | 2026-03-26 | ✅ Current (today) | | Chelsea | 2026-03-07 | ⚠️ OVERDUE (19 days) | | Erin | 2026-03-07 | ⚠️ OVERDUE (19 days) | | Kaeleigh | 2026-03-07 | ⚠️ OVERDUE (19 days) | | Karen | 2026-03-07 | ⚠️ OVERDUE (19 days) | | Kathryn | 2026-03-07 | ⚠️ OVERDUE (19 days) |
Today's 1:1 — Stacy (3/26): Discussed Jane product line performance. Agreed to reduce line by clearing slow-movers. Also reviewed February performance — worst month in 4 years (386 hours lost to sick time, PTO, training = $24,000 revenue impact).
📚 Kaeleigh 1:1 Notes — March 19, 2026 Kaeleigh sent her coaching session notes: - Ali Guerrero: First one-on-one. Reviewed primary associate goal of maintaining 50% rebooking rate. Discussed how to plan and track progress. Addressed initial questions. (Note truncated — full email available)
No 1:1 notes from Kaeleigh this week (last was 3/19).
Manager notes available: Nov 2025, Dec 2025, Jan 2026 (PDFs). February COO notes on file (Chelsea, Erin, Kaeleigh, Karen — all dated 2/19).
CUSTOMER FEEDBACK (Outlook contact@yachtclubsalon.com)
No customer emails in the last 24 hours.
TAYLOR'S EMAILS
March 24, 9:19 PM — Re: Mother's Day Gift Guide (Magazine Feature) Taylor responded to Sarah about the May magazine issue. She declined alternative suggestions and confirmed YCS will proceed with original plan: - 20% off gift cards - "Pairs that Pamper" promotion (message truncated at $20)
Action: Review and confirm Taylor's magazine promotion decisions. Your response feeds back into her next briefing.
Taylor's Briefing Replies: No briefing replies from Taylor in the last 3 days.
EMAIL HIGHLIGHTS
- Salon Centric Invoice #6043713804 — review/file
- Salon Centric: Some items out of stock on recent order — check what's missing
- Salon Centric Flash Sale: 20% off Pulp Riot & Pureology (2 emails)
- 10 Phorest reports received and routed successfully (all daily reports for 3/25 data)
- Reach Properties: 12 emails on LuganoRidge — no urgent flags
iMESSAGE
No business-relevant messages. Only Whole Foods delivery notifications (order delivered 6 AM) and one blank message from unknown number.
PHOREST DATA
All 10 expected daily reports routed successfully at 06:02 on 3/26: - Staff Tips, Staff Performance Detail, Future Appointments 90 Days (Swing Aware/Looker) - Sales Transactions, Inventory List, Staff Clock In-Out, Staff Utilisation (Phorest scheduler — XLS + PDF) - Gift Cards Sold, Redeemed, Outstanding (Phorest scheduler — XLS + PDF)
3 warnings in phorest_router.log (likely duplicate file handling from accumulated watcher copies — not blocking).
PAYROLL SNAPSHOT
No payroll report today (runs Mondays).
Key items pending in #ycs-payroll-review (PP6): - Megan King termination processed (final paycheck: 33.6 hrs PTO payout, -$169.96 expense chargeback) - Teigan Maniatis support staff hours at $16.75/hr (separate from associate wage) - Erin Frost support staff hours for 3/12 at $16.75/hr
PAYROLL CALENDAR
Pay Period 7 (2026-03-16 → 2026-03-29) — March 2026, Period 3 of 3 - Day 11 of 14 | 1 working day remaining - 📋 YCS Payroll Review has pending items — will be processed at next payroll run
DAYTIME WATCHER (March 25 Activity)
Watcher ran 6 cycles (8 AM – 6 PM, every 2 hours). All activity was Slack-related: - Slack archive synced 6 times throughout the day - Slack Archive Dashboard updated at 08:06 AM - No new Phorest files, Reach data, or other intra-day changes detected
AGENT STATUS
Pipeline Health: All 16 agent logs from today's morning run — 0 errors across all agents. 7 warnings total (3 in phorest_router, 4 in runner_morning — non-blocking).
Fact table health: All critical fact tables are current. ✅
🔴 PIPELINE ALERTS — 3 Stale Dashboards: | Dashboard | Age | Threshold | Responsible | |-----------|-----|-----------|-------------| | CEO Dashboard | 5.7 days | 2 days | Dashboard Agent | | Summit Business Report | 12.8 days | 8 days | COO Agent / generate_summit_dashboard.py | | Guest Dashboard | 11.7 days | 8 days | Dashboard Agent / generate_guest_dashboard.py |
These generators are either not being triggered by runner.sh or are failing silently. Investigate Phase 2b-dash execution and generator logs.
COO Agent note: Today's scan ran in sandbox mode without DuckDB/inbox access. For full data access, ensure COO agent runs from _Agent_Runner as working directory.