CEO Morning Briefing
Sunday, March 29, 2026 | Carrera Crest Holdings
TODAY'S ACTIONS
🔴 Urgent (Today) - [ ] PP7 ends today — add any final payroll adjustments to #ycs-payroll-review before tomorrow's 6 AM run - [ ] Deana Faust Level 3 promotion must be in Phorest + Paychex before PP8 starts April 1 (confirmed qualified: $406/day avg, retail $42/day)
🟡 This Week - [ ] Schedule overdue 1:1s — Chelsea, Erin, Kaeleigh, Karen, Kathryn all 22+ 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 — Wednesday 4/1 at 9:30 AM - [ ] Review Feb 2026 net loss ($4,273) and 76% payroll ratio — investigate staffing mix - [ ] Check on insurance for 92H (PENDING) - [ ] Draft TEN Salon purchase agreement email to Erin (PENDING) - [ ] Cairn Property Tax updates and payments (PENDING)
📋 Queued - [ ] Fix 92H issues and get monthly emails established (PENDING) - [ ] Go to DORA and update YCS license (PENDING) - [ ] Get DORA transfer paperwork for MM (PENDING) - [ ] Find wash basin pipe (PENDING) - [ ] Get a Chase CC for Lugano Crest
✅ CEO TO DO
PENDING items: - 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 items (cleared from active list): - ~~Create the TEN Salon lease proposal and send out~~ DONE - ~~Email Melissa at Bello Haven for pricing info~~ DONE - ~~Follow up on Reach Partners Owners / Julie Follett issue~~ DONE - ~~Create template/documentation for Carrera Crest Automation~~ DONE - ~~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 - ~~Pay Parking ticket~~ DONE - ~~Complete and send Operating Agreements for Cairn Crest and Lugano Crest~~ DONE
🎓 ACTION REQUIRED — Deana Faust Level 3 Promotion PP8 starts April 1, 2026 — must be done before then. - Dec + Jan + Feb all qualified: $406/day avg vs $374 threshold ✅ - Retail $42/day hit ✅ - Kaeleigh confirmed via Slack group DM (Mar 17) 1. Update Phorest — change Deana's service level to Level 3 2. Update payroll rate — confirm new commission rate with Kaeleigh and update in Paychex
FIRES
COO daily scan did not execute — agent requested filesystem access but could not run the scan. No fires detected from available data. Pipeline and warehouse health checks show no alerts.
WARNINGS
- Feb 2026 net loss: ($4,273) — salon ran at a 4.6% loss. Payroll at 76% of revenue (target <65%).
- 2026 YTD revenue -31% vs budget ($264,762). Feb was worst month in 4 years per Zoom summaries — 386 hours lost to sick time, PTO, and training ($24K revenue impact).
- Mar 2026 MTD: $60,398 through day 29 — pacing ~$62K, well below 2025 avg of $116K/mo.
- Phorest router: 3 warnings in today's log — review if any reports failed routing.
- Runner morning: 4 warnings — no errors, but worth checking log details.
TODAY'S CALENDAR
Today (Sunday 3/29): No events scheduled.
Tomorrow (Monday 3/30): Luke Siring Break (all day — Family)
Rest of the week: - 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 ⚠️ Back-to-back — 30 min gap - Wed 4/1: Passover | Cancel SalesNavigator PRO 9:30–10:30 AM - Fri 4/3: Good Friday - Sun 4/5: Easter — YCS CLOSED
DASHBOARD STATUS
| Dashboard | Status | Last Updated | Schedule | Notes |
|---|---|---|---|---|
| Payroll Dashboard | ✅ LIVE | 2026-03-29 06:01 | Daily + Mon rebuild | Current |
| Inventory Dashboard | ✅ LIVE | 2026-03-28 06:11 | Daily | 24h old — acceptable |
| Command Console | ✅ LIVE | 2026-03-28 14:04 | Daily | Current |
| CEO Dashboard | ✅ LIVE | — | Daily | Noted stale 3/25 — verify |
| Summit Report | ✅ LIVE | — | Weekly | Rebuilt 3/27 |
| Guest Dashboard | ✅ LIVE | — | Weekly | Rebuilt 3/27 |
| P&L Flow | ✅ LIVE | — | Monthly | Last major update 3/23 |
| Reach Dashboard | ✅ LIVE | — | Weekly | — |
| Agent Status | ✅ LIVE | — | Daily | — |
| Slack Archive | ✅ LIVE | — | Every 2h | Watcher synced 6x yesterday |
| Support Staff | ✅ LIVE | — | Daily | — |
| 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). Key context from recent activity: - Jane products under review — Philip and Stacy agreed to reduce the line by clearing slow movers (per 1:1 notes 3/22–3/26) - Inventory dashboard is current (554KB, updated 3/28) - Inventory_List.xls routed successfully this morning — data will refresh on next ingest - No pipeline alerts or staleness issues on inventory fact tables
DEPARTMENT: EDUCATION
Education Program Leader: Kaeleigh Tran
📚 Kaeleigh's Master 2026 Class Calendar (posted Mar 11 to #education @channel):
| Date | Class | Instructor | Audience |
|---|---|---|---|
| Apr 8, 2–4pm | Summit Tracking/Planning for Success | 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 Product Knowledge 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 (5 ❤️ reactions) |
| Aug–Dec | Monthly classes continuing through December | Various | Associates/L1 |
Recent completions: Bello Haven Extension Class (Mar 2, 11 stylists), Kerastase Refresher w/ Nicole (Feb 24), Exceptional Salon Service (Feb 16)
Kerastase 2026 Virtual Education — free 90-min sessions available; Kaeleigh shared registration QR code (Mar 9).
Education Dashboard: Still needs creation — generator TBD.
DEPARTMENT: ASSOCIATE PROGRAM
Associate Program Leader: Chelsea Badjar (Level 6 Stylist — separate from Education)
No APL briefing today (runs Mondays). Active associates: Alexis White, Ali Guerrero, Teigan Maniatis.
Key notes: - Teigan had support staff hours (starting Mar 3) at $16.75/hr — separate from associate wage/commission calc (per payroll directive) - Ali had her first 1:1 coaching session with Kaeleigh — reviewed 50% rebooking rate goal (per Kaeleigh's Mar 19 email) - Next APL briefing: Tomorrow (Monday)
DEPARTMENT: MANAGER 1:1
1:1 Cadence Status: | Team Member | Last 1:1 | Days Ago | Status | |-------------|----------|----------|--------| | Stacy | 2026-03-26 | 3 | ✅ Current | | Chelsea | 2026-03-07 | 22 | ⚠️ OVERDUE | | Erin | 2026-03-07 | 22 | ⚠️ OVERDUE | | Kaeleigh | 2026-03-07 | 22 | ⚠️ OVERDUE | | Karen | 2026-03-07 | 22 | ⚠️ OVERDUE | | Kathryn | 2026-03-07 | 22 | ⚠️ OVERDUE |
Recent Stacy 1:1 themes (3/22–3/26): Jane product line reduction, clearing slow movers, Feb performance review (worst month in 4 years — 386 lost hours, $24K revenue impact).
📚 Kaeleigh 1:1 Notes — March 19, 2026 Kaeleigh sent coaching session updates: - Ali: First 1:1 — reviewed 50% rebooking rate goal, planning and tracking progress, addressed initial questions - (Email preview truncated — full content available in inbox)
Other Kaeleigh emails (Mar 18): - Re: Kerastase Virtual Education Calendar - Re: Kate Drinkwater Business-Growth Experience (2 replies)
No 1:1 notes from Kaeleigh this past week (last was Mar 19).
CUSTOMER FEEDBACK
No emails from contact@yachtclubsalon.com in the last 24 hours.
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
44 emails in last 24h (17 unread). All 17 unread are Phorest/Looker automated reports — no action-required emails flagged. Accounts: LuganoRidge (38), Reach (6).
iMESSAGE
3 messages in 48h from +1(303)720-5995 — content appears to be images/attachments only (no readable text). No business-relevant messages detected.
PHOREST DATA
All 10 expected daily reports routed successfully this morning at 06:00: - ✅ Sales Transactions (XLS + PDF) - ✅ Staff Clock In-Out (XLS + PDF) - ✅ Inventory List (XLS + PDF) - ✅ Staff Utilisation (XLS + PDF) - ✅ Gift Cards Sold/Redeemed/Outstanding (XLS + PDF) - ✅ Staff Performance Detail Daily (ZIP) - ✅ Staff Tips Daily (ZIP) - ✅ Future Appointments 90 Days Daily (ZIP)
Note: Multiple duplicate/stacked copies of Mar 28 ZIP files were also routed (backlog from watcher cycles) — 39 total files processed.
PAYROLL SNAPSHOT
No payroll report today (runs Mondays).
Key standing items from #ycs-payroll-review: - Megan King terminated PP6 (3/7) — 33.6h PTO payout + $169.96 expense chargeback processed - Teigan support hours at $16.75/hr (starting 3/3) — separate from associate wage calc - Erin Frost worked Thu 3/12 support hours at $16.75/hr — separate from wage calc - Retail commission reminder: run prior month full retail payout
PAYROLL CALENDAR
Pay Period 7 (2026-03-16 → 2026-03-29) — Day 14/14 🔔 PP7 ends TODAY — 0 working days remaining ➡️ PP8 begins tomorrow (March 30) — this is when Deana Faust's Level 3 promotion should take effect (April 1)
Pending items in #ycs-payroll-review will be processed at tomorrow's 6 AM run.
DAYTIME WATCHER
March 28 activity — 7 cycles, all Slack-related: - 6 Slack archive syncs (08:00, 10:00, 12:00, 2:00, 4:00, 6:00 PM) - Slack Archive Dashboard updated 3x (10:06, 12:06, 2:04 PM) - No new file drops detected (Phorest, vendor invoices, Reach data)
AGENT STATUS
All systems green. 15 logs reviewed — 0 errors across all agents.
| Log | Errors | Warnings |
|---|---|---|
| Morning runner | 0 | 4 |
| Phorest router | 0 | 3 |
| All other agents (13) | 0 | 0 |
Pipeline alerts: None. Data staleness: All fact tables current. Phorest router warnings likely from duplicate Mar 28 ZIP file stacking — not blocking.
Sunday agents scheduled: System Learning agent runs today (self-improvement, pattern recognition).
Generated 2026-03-29 06:00 | Next briefing: Monday 2026-03-30 (full Monday pipeline — inventory, payroll, associate program)