CEO Morning Briefing
Saturday, March 28, 2026 | Carrera Crest Holdings
TODAY'S ACTIONS
🔴 Urgent (Today) - [ ] Respond to staff callout — someone texted 10:02 PM last night that their mom broke ribs, needs to stay home today (+17206903435). Confirm coverage. - [ ] Complete Hartford online account setup — 2 welcome emails waiting (insurance, final step required) - [ ] PP7 ends TOMORROW (3/29) — review #ycs-payroll-review for any last pending items before close
🟡 This Week - [ ] Deana Faust Level 3 promotion — update Phorest level + Paychex payroll rate BEFORE PP8 starts April 1 - [ ] Schedule overdue 1:1s — Chelsea, Erin, Kaeleigh, Karen, Kathryn all 21+ days overdue - [ ] SS meeting IN PERSON — Tuesday 3/31 at 8:30 AM - [ ] Redken Black Level Luncheon — Tuesday 3/31 at 10:00 AM (EDGE Restaurant, Denver) - [ ] Cancel SalesNavigator PRO — reminder Wednesday 4/1 at 9:30 AM - [ ] Review Feb P&L: payroll at 76% of revenue, net loss ($4,273) — investigate staffing mix
📋 Queued (CEO TO DO — Pending) - [ ] 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
✅ CEO TO DO
PENDING: - Check on insurance for 92h - Create a draft of TEN Salon purchase agreement email to Erin - Fix 92H issues and get the 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
DONE: - ~~Create the TEN Salon lease proposal and send out~~ - ~~Email Melissa at Bello Haven for pricing info~~ - ~~Follow up on Reach Partners Owners / Julie Follett issue~~ - ~~Create template/documentation for Carrera Crest Automation~~ - ~~Text MM about timing of transfer~~ - ~~Follow up on Boulevard access~~ - ~~Go To Chase about 2 new accounts~~ - ~~Deposit more cash~~ - ~~Pay Parking ticket~~ - ~~Complete and send Operating Agreements for Cairn Crest and Lugano Crest~~
🎓 ACTION REQUIRED — Deana Faust Level 3 Promotion PP8 starts April 1, 2026 — must be done before then. 1. Update Phorest — change Deana's service level to Level 3 2. Update payroll rate — confirm new commission rate with Kaeleigh, update Paychex Tag Kaeleigh once done to confirm.
FIRES
COO daily scan did not complete — agent requested permission approvals and did not produce output. No fires identified from available data.
WARNINGS
- Feb net loss: ($4,273) with payroll at 76% of revenue — above 75% threshold
- 2026 YTD revenue: -31.0% vs budget ($264,762 through Feb)
- Mar pacing: $60,398 MTD through day 28 — annualizing ~$64,712/mo vs $116K 2025 avg
- Staff callout: +17206903435 texted last night — mom broke ribs, staying home today. Check Saturday coverage.
- Phorest router: 3 warnings in today's log — review if routing gaps exist
TODAY'S CALENDAR
Saturday, March 28 — No events scheduled. Weekend.
Tomorrow (Sunday, March 29) — Palm Sunday (holiday). No business events.
Week Ahead: - Tue 3/31: SS meeting IN PERSON 8:30–9:30 AM | Redken Black Level Luncheon 10:00 AM–1:00 PM (EDGE Restaurant, Denver) - Wed 4/1: Passover | Cancel SalesNavigator PRO 9:30–10:30 AM - Fri 4/3: Good Friday
DASHBOARD STATUS
| Dashboard | Status | Last Updated | Schedule | Notes |
|---|---|---|---|---|
| Payroll Dashboard | ✅ LIVE | 2026-03-28 06:03 | Daily + Mon rebuild | Current |
| Inventory Dashboard | ✅ LIVE | 2026-03-27 06:09 | Daily | 24h old — normal for Saturday |
| Command Console | ✅ LIVE | 2026-03-27 08:06 | Daily | Current |
| CEO Dashboard | ✅ LIVE | — | Weekly | Check staleness |
| Summit Report | ✅ LIVE | — | Weekly | Rebuilt 3/27 |
| Guest Dashboard | ✅ LIVE | — | Weekly | Rebuilt 3/27 |
| P&L Flow | ✅ LIVE | — | Monthly | Current |
| Reach Dashboard | ✅ LIVE | — | Weekly | Current |
| Slack Archive | ✅ LIVE | — | Daily | Current |
| Agent Status | ✅ LIVE | — | Daily | Current |
| Support Staff | ✅ LIVE | — | Daily | Current |
| Education Dashboard | ❌ NEEDS CREATION | — | TBD | Generator TBD |
| Associate Dashboard | ❌ NEEDS CREATION | — | TBD | Generator TBD |
| Marketing Dashboard | ❌ NEEDS CREATION | — | TBD | Generator TBD |
DEPARTMENT: INVENTORY
No inventory report today (runs Mondays). Last dashboard update: 2026-03-27. - Jane products: Stacy/Philip agreed to reduce the line — clearing slow movers (from 1:1 notes) - No reorder alerts or pipeline alerts flagged - All 10 Phorest reports routed successfully this morning including Inventory List (XLS + PDF)
DEPARTMENT: EDUCATION
Leader: Kaeleigh Tran
Upcoming Classes: - Apr 8, 2–4 PM: Summit Tracking/Planning for Success w/ Chelsea (mandatory 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 - June 3, 2–4 PM: Kerastase Refresher — MANDATORY FOR ALL STYLISTS - July 13, 10 AM–4 PM: Blonding Class w/ Sam Klaver (in-salon)
Recent Activity: - Mar 11: Kaeleigh posted full 2026 education calendar to #education (@channel) - Mar 9: Sam Klaver Blonding class announced (July 13) — 5 ❤️ reactions - Mar 9: Shared Kerastase free virtual education schedule (90-min sessions, QR registration) - Kerastase refresher with Nicole (Feb 24) and Bello Haven Extension Class (Mar 2) both completed
Dashboard: Still needs creation — generator TBD.
DEPARTMENT: ASSOCIATE PROGRAM
Leader: Chelsea Badjar (APL, Level 6 Stylist)
No APL briefing today (runs Mondays). Active associates: Alexis White, Ali Guerrero, Teigan Maniatis. - Teigan had support staff hours in PP6 at $16.75/hr (tracked in payroll review) - Ali's first 1:1 with Kaeleigh recently — focused on 50% rebooking rate goal (from Kaeleigh's notes) - Associate Dashboard still needs creation
DEPARTMENT: MANAGER 1:1
Recent 1:1s: - Stacy: Last 1:1 Mar 26 (2 days ago) ✅ — Discussed Jane product reduction, Feb performance review (worst month in 4 years, 386 hrs lost to sick/PTO/training = $24K revenue gap)
⚠️ OVERDUE (21+ days): - Chelsea — last 1:1 Mar 7 - Erin — last 1:1 Mar 7 - Kaeleigh — last 1:1 Mar 7 - Karen — last 1:1 Mar 7 - Kathryn — last 1:1 Mar 7
📚 Kaeleigh 1:1 Notes — March 19, 2026 Kaeleigh sent coaching session updates: - Ali: First 1:1 — reviewed primary goal of 50% rebooking rate, discussed planning and tracking progress, addressed initial questions - (Email preview truncated — full notes available in inbox)
No 1:1 notes from Kaeleigh this week (last was Mar 19).
CUSTOMER FEEDBACK
No customer emails in the last 24 hours from contact@yachtclubsalon.com.
TAYLOR'S EMAILS
No emails from Taylor in the last 3 days.
TAYLOR'S BRIEFING REPLIES: No briefing replies from Taylor in the last 3 days.
EMAIL HIGHLIGHTS
- The Hartford (×2): "Welcome — One Final Step!" — complete online account setup (policy number starts with 7). Action required.
- 141 total emails (40 unread) — 132 LuganoRidge, 9 Reach. 10 Phorest reports received and routed.
iMESSAGE
- +17206903435 (Mar 27, 10:02 PM): "My mom broke her ribs tonight, so I'll need to stay home tomorrow. Sorry for the inconvenience." → Saturday callout — check coverage.
- SimpliSafe (Mar 27, 8:14 PM): System armed (away mode) at 6350 W 92nd Ave.
- No other business-relevant messages.
PHOREST DATA
All 10 expected reports routed successfully at 06:02 AM: - Staff Performance Detail, Future Appointments 90 Days, Staff Tips (Looker/Swing Aware) - Sales Transactions (XLS+PDF), Inventory List (XLS+PDF), Staff Clock In-Out (XLS+PDF) - Staff Utilisation (XLS+PDF), Gift Cards Sold/Redeemed/Outstanding (XLS+PDF each)
⚠️ 3 warnings in phorest_router.log — likely duplicate file timestamps from Daytime Watcher re-routing. Non-critical.
PAYROLL SNAPSHOT
No payroll report today (runs Mondays).
Key items in #ycs-payroll-review: - PP6: Megan King termination processed (33.6 hrs PTO payout, -$169.96 chargeback) - PP6: Teigan support staff hours at $16.75/hr (separate from associate wage) - PP6: Erin Frost support hours 3/12 at $16.75/hr - Reminder: Run prior month full retail commission payout
PAYROLL CALENDAR
Pay Period 7 (2026-03-16 → 2026-03-29) — Day 13 of 14 ⏰ PP7 ends tomorrow — 0 working days remain. Review any pending items. 📋 YCS Payroll Review has pending items to process at next run. 🎓 PP8 starts April 1 — Deana Faust Level 3 promotion must be in Phorest + Paychex before then.
DAYTIME WATCHER (Mar 27)
Watcher ran 4 cycles (12 PM, 2 PM, 4 PM, 6 PM). Activity: - Slack sync at each cycle — channel changes detected and refreshed (archive sync) - No new file detections or dashboard rebuilds triggered intra-day
AGENT STATUS
All systems green. 15 logs reviewed — 0 errors across all agents.
| Log | Errors | Warnings |
|---|---|---|
| Morning pipeline | 0 | 4 |
| Phorest router | 0 | 3 |
| All other agents (13) | 0 | 0 |
Pipeline alerts: None. Data staleness alerts: None. All critical fact tables current.
⚠️ COO daily scan did not complete — agent output was a permission request rather than scan results. COO scan data missing from this briefing.