CEO Morning Briefing
Monday, March 30, 2026 | Carrera Crest Holdings
TODAY'S ACTIONS
🔴 Urgent (Today) - [ ] Deana Faust Level 3 promotion — PP8 starts TODAY (Apr 1). Update Phorest service level + Paychex payroll rate. Tag Kaeleigh to confirm. (Payroll Review) - [ ] SimpliSafe sensor alert — RoofTop Entry sensor not responding at 92nd Ave (92H) since 1:15 AM. Check/reset remotely or dispatch. (iMessage/Email) - [ ] PP7 payroll due for processing — PP7 closed yesterday, biweekly payroll auto-triggered. Verify processing completed. (Payroll Calendar) - [ ] Vendor Orders data stale 16 business days — vendor_orders.csv last updated 3/6. Check Salon Centric/Kerastase email delivery. (Pipeline Alert) - [ ] COO Agent failed to run — reported permissions issue reading _Agent_Runner directory. Investigate and fix before tomorrow's run. (COO Scan) - [ ] Feb payroll at 76% of revenue — above 75% threshold. Review staffing mix and hours. (P&L Snapshot)
🟡 This Week - [ ] Schedule overdue 1:1s — Chelsea, Erin, Kaeleigh, Karen, Kathryn all 23 days overdue (Zoom/1:1 Data) - [ ] Tomorrow 8:30 AM: SS Meeting IN PERSON + 10 AM Redken Black Level Luncheon @ EDGE Restaurant, Denver (Calendar) - [ ] Cancel SalesNavigator PRO — calendar reminder Wed 4/1 (Calendar) - [ ] Review Kaeleigh's 1:1 coaching notes from 3/19 — Ali's first session, rebook goal tracking (Kaeleigh Email) - [ ] Jane product line reduction — agreed with Stacy to clear slow movers (1:1 Notes)
📋 Queued (Pending CEO TO DO) - [ ] Check on insurance for 92H - [ ] Draft TEN Salon purchase agreement email to Erin - [ ] Fix 92H issues and establish monthly emails - [ ] Go to DORA — 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
• 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
🎓 ACTION REQUIRED — Deana Faust Level 3 Promotion PP8 starts April 1, 2026 — this needs to be done before then. Confirmed: Dec + Jan + Feb all qualified ($406/day avg vs $374 threshold ✅), Retail $42/day hit ✅, Kaeleigh confirmed via Slack (Mar 17). Two things needed before PP8: 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
Completed items: TEN lease proposal ✅, Bello Haven email ✅, Reach owner payments ✅, CCH Automation template ✅, Text MM ✅, Boulevard access ✅, Chase accounts ✅, Deposit cash ✅, Parking ticket ✅, Operating Agreements ✅
FIRES
⚠️ COO Daily Scan did not execute — agent reported permissions error accessing _Agent_Runner directory. No COO anomaly detection ran today. Needs immediate fix.
🔴 SimpliSafe sensor failure — Entry Sensor "RoofTop Entry" not responding at 6350 W 92nd Ave (92H) since 1:15 AM. Received via both iMessage and email.
WARNINGS
⚠️ Vendor Orders data 16 days stale — vendor_orders.csv last data date 3/6, expected 3/27. Inventory cost enrichment pipeline is running on outdated COGS data.
⚠️ Feb 2026 payroll at 76% of revenue — above 75% threshold. Feb was worst month in 4 years (386 hours lost to sick/PTO/training, $24K revenue gap per Zoom summaries).
⚠️ 5 staff 1:1s overdue — Chelsea, Erin, Kaeleigh, Karen, Kathryn all last met 3/7 (23 days ago). Only Stacy is current (3/26).
⚠️ Phorest router had 3 warnings and runner had 4 warnings — no errors, but review logs for data routing issues.
TODAY'S CALENDAR
Today (Monday 3/30): No events scheduled.
Tomorrow (Tuesday 3/31): - 🔵 8:30–9:30 AM: SS Meeting — IN PERSON (60 min) - 🔵 10:00 AM–1:00 PM: Redken Black Level Luncheon @ EDGE Restaurant, 1111 14th St, Denver (180 min) - ⚠️ Only 30 min gap between meetings
Rest of Week: - Wed 4/1: Cancel SalesNavigator PRO (9:30 AM) | Passover - Fri 4/3: Good Friday - Sun 4/5: Easter — Salon CLOSED
DASHBOARD STATUS
| Dashboard | Status | Last Updated | Schedule | Notes |
|---|---|---|---|---|
| Payroll Dashboard | ✅ LIVE | 2026-03-30 06:03 | Daily + Mon rebuild | Current |
| Inventory Dashboard | ✅ LIVE | 2026-03-29 07:23 | Daily | 23h old — will refresh today |
| Command Console | ✅ LIVE | 2026-03-29 20:39 | Daily | Current |
| CEO Dashboard | ✅ LIVE | ~3/25 | Weekly | Check freshness |
| Summit Report | ✅ LIVE | ~3/27 | Weekly | Check freshness |
| P&L Flow | ✅ LIVE | 3/29 | Monthly | Current |
| 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 inventory report today (runs Mondays — will generate later today).
- Vendor Orders stale — vendor_orders.csv last updated 3/6 (16 business days behind). Cost enrichment for Redken/Pureology/Pulp Riot products running on outdated data. 296 products still unresolved for cost.
- Inventory dashboard live (576KB, updated 3/29). 1,384 product rows tracked.
- Jane product line under review — Stacy and Philip agreed to reduce by clearing slow movers (from 1:1 discussions last week).
- Phorest Inventory List routed today (XLS + PDF). Will be ingested by Monday pipeline.
DEPARTMENT: EDUCATION
Education Program Leader: Kaeleigh Tran
Upcoming Classes: - Apr 8, 2–4pm: Summit Tracking/Planning for Success w/ Chelsea (mandatory associates/L1) - Apr 13, 10am–4pm: Curl Class w/ Lindsey Olson (mandatory in-salon) - May 6, 2–4pm: Shades EQ PK w/ Jenisa - Jun 3, 2–4pm: Kerastase Product Knowledge — MANDATORY FOR EVERYONE - Jul 13, 10am–4pm: Blonding Class w/ Sam Klaver (5 ❤️ reactions)
Recent Activity: - Mar 11: Kaeleigh posted full 2026 education calendar to #education (@channel) - Mar 9: Blonding class announcement (Sam Klaver, Jul 13) - Mar 9: Shared Kerastase 2026 virtual education schedule (free, 90 min sessions) - Completed: Bello Haven Extension (Mar 2, 11 stylists), Kerastase Refresher (Feb 24), Salon Service Class (Feb 16)
Kaeleigh Emails (3/18): Replied to Kerastase Virtual Education Calendar and Kate Drinkwater business-growth event invitations.
Education Dashboard: ❌ Not yet built.
DEPARTMENT: ASSOCIATE PROGRAM
Associate Program Leader: Chelsea Badjar (Level 6 Stylist)
No APL briefing today — runs Mondays (will generate later today). Active associates: Alexis White, Ali Guerrero, Teigan Maniatis. Next monthly class: Apr 8 (Summit Tracking w/ Chelsea). Chelsea's 1:1 is 23 days overdue.
DEPARTMENT: MANAGER 1:1
1:1 Cadence Status: | Team Member | Last 1:1 | Status | |-------------|----------|--------| | Stacy | Mar 26 (4d) | ✅ Current | | Chelsea | Mar 7 (23d) | ⚠️ OVERDUE | | Erin | Mar 7 (23d) | ⚠️ OVERDUE | | Kaeleigh | Mar 7 (23d) | ⚠️ OVERDUE | | Karen | Mar 7 (23d) | ⚠️ OVERDUE | | Kathryn | Mar 7 (23d) | ⚠️ OVERDUE |
Recent 1:1 Topics (Stacy, 3/25–3/26): Jane product line performance — agreed to reduce/clear slow movers. Feb performance review: worst month in 4 years, 386 hours lost (sick/PTO/training), $24K revenue gap.
📚 Kaeleigh 1:1 Notes — March 19, 2026 Kaeleigh sent coaching session updates: - Ali: First one-on-one. Reviewed primary goal of 50% rebooking rate. Discussed planning and progress tracking. Addressed initial questions. - (Email was truncated — review full email for additional associate updates)
No 1:1 notes from Kaeleigh this week (last was 3/19, 11 days ago).
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. No briefing replies received.
EMAIL HIGHLIGHTS
38 emails (17 unread) — LuganoRidge: 34, Reach: 4
- Phorest Week in Review: 202 client visits (+35), $127 avg bill (+$16), $25K weekly revenue
- SimpliSafe Error Alert: RoofTop Entry sensor not responding at 92nd Ave — 1:15 AM (🔴 see Fires)
- 12 Phorest data emails — all routed successfully (tips, performance, appointments, inventory, GC, utilisation, clock in/out, sales)
iMESSAGE
- SimpliSafe (82539): Sensor error — RoofTop Entry at 92nd Ave, 1:15 AM (duplicate of email alert)
- +1(303)720-5995: Personal message (clock/military time) — not business-relevant
PHOREST DATA
All 10 expected report types routed successfully at 06:02 today: - 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) ✅ - Swing Aware: Staff Tips, Performance Detail, Future Appointments 90 Days ✅
Plus backlog files from 3/27–3/29 also routed (multiple accumulated ZIP files processed).
PAYROLL SNAPSHOT
No payroll report today (runs Mondays — will generate later today).
Key flags from P&L data: - Feb 2026 payroll at 76% of revenue — above 75% threshold - Feb net loss of ($4,273) — driven by 386 lost hours - Mar revenue $108,697 MTD — trending positive vs Feb
PAYROLL CALENDAR
Pay Period 8 (2026-03-30 → 2026-04-12) — April 2026, Period 1 of 2 📌 PP8 started today — Day 1/14 | 9 working days remaining ✅ PP7 closed yesterday — biweekly payroll auto-triggered 📋 YCS Payroll Review has pending items for processing
⚠️ CRITICAL: Deana Faust Level 3 promotion must be in Phorest + Paychex before PP8 processing. Effective date: April 1.
Active payroll directives: - Megan King termination processed (PP6) — 33.6h PTO payout, -$169.96 chargeback - Teigan support staff hours at $16.75/hr (separate from associate wage) - Erin Frost support hours 3/12 at $16.75/hr
DAYTIME WATCHER
Watcher idle — no intra-day changes detected.
AGENT STATUS
Pipeline: 15 agents ran, 0 errors
| Agent | Status | Notes |
|---|---|---|
| Briefing Compiler | ✅ | Clean run |
| Calendar Export | ✅ | 13 events loaded |
| COO Daily | ⚠️ | Ran but failed to access data — permissions issue |
| Phorest Router | ⚠️ | 3 warnings (review log) |
| Runner Morning | ⚠️ | 4 warnings (review log) |
| Mail Export | ✅ | 38 emails processed |
| Slack Sync | ✅ | All channels synced |
| Ingest Daily | ✅ | Clean run |
| Warehouse Health | ✅ | All critical tables current |
| All others | ✅ | No issues |
🔴 Pipeline Alert: vendor_orders.csv — 16 business days stale (last: 3/6, expected: 3/27). Inventory cost enrichment running on outdated COGS. Check Salon Centric/Kerastase email delivery and router logs.
Monday agents pending: YCS Inventory, Associate Program, Marketing, Payroll (full rebuild), Dashboard refresh — scheduled for 7 AM run.