Carrera Crest Holdings

Autonomous Agent Command Center · Generated March 17, 2026 at 12:08 PM
Yacht Club Salon Reach Properties Lugano Ridge
11
Dashboards
15
Briefings
468M
Warehouse
13
Active Agents
Morning Pipeline · 2026-03-17
Daytime Watcher · 2026-03-17
Phorest Ingestion · 2026-03-17
CEO Briefing
March 2026
📋 2026-03-17 .html .pdf Mar 17, 2026 06:12 AM
📋 2026-03-16 .html .pdf Mar 16, 2026 08:24 AM
📋 2026-03-15 .html .pdf Mar 15, 2026 07:44 AM
📋 2026-03-13 .html .pdf Mar 13, 2026 10:45 AM
📋 2026-03-12 .html .pdf Mar 12, 2026 07:36 AM
📋 2026-03-11 .html .pdf Mar 11, 2026 10:50 AM
📋 2026-03-10 .html .pdf Mar 10, 2026 06:26 PM
📋 2026-03-09 .html .pdf Mar 09, 2026 08:26 AM
📋 2026-03-08 .html .pdf Mar 08, 2026 12:09 PM
📋 2026-03-07 .html .pdf Mar 07, 2026 07:16 AM
📋 2026-03-06 .html .pdf Mar 06, 2026 11:29 PM
Salon Manager Briefing
March 2026
💇 2026-03-07 .html .pdf Mar 07, 2026 01:47 PM
💇 2026-03-09 .html .pdf Mar 09, 2026 08:35 AM
💇 2026-03-10 .html .pdf Mar 10, 2026 06:38 PM
💇 2026-03-16 .html .pdf Mar 16, 2026 08:47 AM
March 2026 2 meetings
📹
Philip M Devin's Personal Meeting Room
March 13, 2026  ·  1:03 PM
Transcript too short — summary not available.
📹
YCS Personal Room
March 10, 2026  ·  2:39 PM
The meeting focused on reviewing and reconciling financial records for various rental properties managed by Juju and Yacht. They discussed discrepancies in expense tracking, commission calculations, and outstanding pa…
✅ Next Steps (17)
  • juju:Review and send invoice to Julie Follett for $4,661 owed in commissions and expenses
  • juju:Review the two Excel files sent by Yacht to identify additional expenses that can be assigned to properties
  • juju:Add approximately $200 to current expenses for cleaning supplies ordered on Amazon
  • juju:Send email to all property owners with new payment structure (15% management fee + 3% maintenance fee) and notify them of upcoming payments
  • Yacht:Send juju email verbiage to use for communicating new payment structure to property owners
  • Yacht:Go to bank to resolve credit card issue for juju
  • juju:Purchase 4 bottles of wine and 2 carpet runners for Andy's house
  • juju:Send Luke a birthday gift for his upcoming birthday
  • …and 9 more
📋 Meeting Topics (11)
Airbnb Financial Expense Review
Yacht presented a financial analysis showing potential outstanding payments of around $45,000 to property owners from October to February, based on Airbnb revenue minus management fees and identified …
Property Expense Management Simplification
Yacht and juju discussed managing and organizing expenses for property management, focusing on simplifying the tracking process. Yacht suggested using a note-taking app on a phone to record expenses m…
Rental Property Financial Management
Yacht and Juju discussed financial challenges with managing rental properties, particularly regarding expenses and outstanding payments to property owners. They identified discrepancies in expense tra…
Julie's Commission and Expense Review
Yacht and juju reviewed financial records to determine amounts owed by Julie, focusing on commissions and expenses. They identified that Julie owes approximately $4,200 in commission plus additional e…
…and 7 more topics — view full page
February 2026 11 meetings
📹
YCS Personal Room
February 24, 2026  ·  7:13 PM
The meeting focused on helping Todd prepare for a sales leadership interview at Blackwood, where he was being considered for a Director of Sales position covering Texas, Oklahoma, Louisiana, and Arkansas. Yacht provid…
✅ Next Steps (7)
  • mr:Record a presentation of your pitch/talking points for the slide deck (including explanation of each "Lego block" and any additional slides such as the 3-circle OEM/partner/customer model), and send the recording or transcript to Yacht.
  • Yacht:Combine the competitive analysis deck, territory/prospect analysis deck, and mr's "Lego block" content into a single presentation with top slides summarizing mr's value proposition and appendices for deeper analysis, and send versions to mr.
  • mr:Send the company logo and any relevant website links to Yacht (if not already done).
  • Yacht:Review and, if needed, update the deck's color scheme and branding to match Blackwood's visual identity.
  • Yacht:Send the completed/combined presentation deck(s) to mr before his meeting on Thursday.
  • mr:Review the decks and prepare for the meeting, incorporating the provided analysis and suggested questions for the COO/interviewers.
  • Yacht:Meet with the med spa contact at 10:30 on Thursday regarding potential acquisition.
📋 Meeting Topics (8)
Interactive COO Presentation Deck
Yacht and Mr. discussed creating a presentation deck for Mr.'s upcoming meeting with a COO. Yacht suggested recording a pitch and providing talking points to enhance the presentation. They explored wa…
Voice Memo for Presentation Deck
Yacht and Mr discussed using a voice memo app to record explanations for a presentation deck, which Mr needs to customize for a new job. Yacht advised Mr to record himself explaining the context and m…
Presentation Deck Branding Alignment
Yacht and Mr discussed creating a presentation deck, focusing on improving slides and aligning them with company branding. Mr planned to record his ideas for a pyramid slide representing the relations…
Blackwood Presentation Design Strategy
Yacht and Mr discussed creating a presentation for a company called Blackwood. They focused on developing a color scheme for the slides, settling on dark black, orange, and gold. Yacht suggested organ…
…and 4 more topics — view full page
📹
SS Meeting Feb 2026
February 23, 2026  ·  6:38 PM
The meeting focused on salon operations, retail sales performance, and social media strategy. The team discussed strong retail sales results, particularly from Aaron who generated over $2,000 in retail revenue, and re…
✅ Next Steps (27)
  • Taylor:Work with Kaylee to double-check on Allie, Tegan, and Sheena's attendance for the upcoming Keras event, and ensure Chantel is notified as she likely cannot attend
  • Taylor:Double-check on Joshina, Tegan, and Allie regarding attendance at the Keras event
  • Taylor:Send note to Chelsea to try to schedule a meeting at Tappenberger with Yacht, Kaylee (optional), Stacy, and Catherine to discuss associate program and answer questions
  • Yacht:Write up and send to Taylor a success team folder/document with program rules and bonus structure
  • Taylor:Think about appropriate success team bonus amount and let Yacht know
  • Taylor:Schedule a date for Empire donation and coordinate with Yacht to meet
  • Taylor:Download and send invoices from ProV and RNDC to Yacht
  • Taylor:Update the alcohol menu/pricing on the TV display to reflect current pricing
  • …and 19 more
📋 Meeting Topics (11)
Retail Sales and System Updates
The team discussed retail sales performance, with Aaron leading the way at over $2,000 in sales, more than double anyone else, and Erin achieving strong results with $1,200 in Kerastase sales. They re…
Front Desk and Salon Updates
The team discussed improvements at the front desk, with Josiah and Megan sharing successful methods for encouraging customers to scan QR codes for surveys. Yacht announced that the salon was nominated…
Promotion Planning and Treatment Strategy
The team discussed upcoming promotions, including a March mask promotion and potential leader sales in April-May. They agreed to postpone the Premier treatment discount to May-June, aligning it with s…
Hair Product Mixing Success Story
The team discussed product mixing and matching across different hair care lines, with Yacht sharing a customer success story about his sister's hair transformation using a combination of Purology and …
…and 7 more topics — view full page
📹
YCS Personal Room
February 22, 2026  ·  8:33 PM
The meeting focused on reviewing and organizing financial records for property management, particularly addressing how to properly categorize and allocate expenses across different properties. Julie and Yacht discusse…
✅ Next Steps (10)
  • juju:Review and fill out property and personal assignments for expenses in the shared spreadsheet (bank, Amazon, cash tabs) for August 2025 onward, using best guesses and notes for splits
  • juju:Send Yacht an email with details for generating an invoice for Estrella/Latitha (Australia Lux house), including all relevant revenue and charges
  • juju:Send Yacht narrative/notes for generating any additional invoices for Julie Follet (Maricopa house) to ensure all owed amounts are captured
  • juju:Call ADT to inquire about possible cancellation or hardship adjustment for the $150 security service
  • juju:Call to inquire about reducing T-Mobile (or equivalent) phone bill
  • Yacht:Update the financial system with 2026 credit card and bank data once received
  • Yacht:Generate and send invoices to juju for Estrella/Latitha and Julie Follet as soon as details are received from juju
  • juju:Work on cleaning up expense assignments in the spreadsheet and return to Yacht for review
  • …and 2 more
📋 Meeting Topics (9)
Streamlining Airbnb File Management
Yacht and juju discussed organizing and streamlining their file management system, with Yacht demonstrating a new folder structure and automated tracking system for Airbnb bookings and financial recor…
Management Fee Strategy Discussion
Yacht and Juju discussed management fee calculations and pricing strategies. Yacht provided Juju with a script to justify maintaining or increasing fees, using specific examples and averages for diffe…
Property Management Payment Reconciliation
Yacht and juju discussed a financial reconciliation issue related to property management payments. They discovered that September through December 2025 payments were owed to property owners, with a pa…
Business Financial Record Management Plan
Yacht and Juju discussed organizing financial records and managing expenses for a business. They agreed to use a cash button system for purchases and to categorize expenses by description and amount. …
…and 5 more topics — view full page
📹
Kaeleigh 1:1
February 19, 2026  ·  3:14 PM
The meeting focused on salon operations, education programs, and performance metrics. Kaeleigh and Yacht discussed upcoming education classes, including a Redken hair color class planned for July, and explored the pos…
✅ Next Steps (14)
  • Kaeleigh:Research and book the Redken color class for July, confirming date, duration, and cost (targeting Monday, aiming for 18 participants, budget ~166K points).
  • Kaeleigh:Research Kerastas education/classes, especially product-focused or tool-based (e.g., K-scan/hair analysis tool), and report findings.
  • Yacht:Inquire with Nicole (and other contacts) about the Kerastas K-scan tool (hair/scalp analysis tool), including cost, availability, and potential for purchase/trial using points.
  • Kaeleigh:Send out reminders to team members before one-on-one coaching sessions to improve attendance.
  • Kaeleigh:Test and send out client newsletters via Forest app to her client list, including product recommendations and calls to action, and report back on process.
  • Yacht:Load all PPC (personal product charge) items into Forest for streamlined booking and correct pricing, and work with Kaeleigh to review bundling and baseline pricing.
  • Kaeleigh:Review her average daily service goal and current schedule to determine if she can reach Level 5 metrics; report back to Yacht.
  • Yacht:Provide Kaeleigh with a detailed report/list of her Monday clients and services to assess impact of potential Monday closure and support transition planning.
  • …and 6 more
📋 Meeting Topics (9)
Salon Education and Scheduling Planning
Kaeleigh and Yacht discussed scheduling upcoming classes for the salon. They agreed to look into booking a Redken hair color class for July, potentially on a Monday when the salon is less busy. Yacht …
Hair Analysis Tool and Training
Yacht and Kaeleigh discussed a new hair analysis tool that provides customized product recommendations and before/after treatment comparisons, which Yacht plans to investigate further with Nicole. The…
Yacht's Management and Team Approach
Yacht discussed his management style and approach to team members, emphasizing his calm demeanor and focus on controllable factors. He shared examples of how he coaches team members like Erin and Bria…
Salon Performance and Development Strategies
Yacht and Kaeleigh discussed Brianna's performance and development in the salon. They observed Brianna's inconsistent work ethic and discussed strategies to help her improve, including shadowing more …
…and 5 more topics — view full page
📹
Karen 1:1
February 19, 2026  ·  1:29 PM
Karen and Yacht discussed inventory management, revenue tracking, and cross-selling opportunities between nail and hair services. They reviewed Karen's January performance metrics, including her high customer retentio…
✅ Next Steps (7)
  • Karen’s:Do a supply run at Cosmo, including checking with Taylor about needed supplies, on Tuesday.
  • Yacht:Run a report to identify which of Karen’s clients are not salon (hair) customers and share the list with Karen’s.
  • Yacht:Work with Taylor to create and send an email/flyer marketing campaign to Karen’s nail clients who are not salon (hair) customers, offering a 20% discount on hair or spa services, and share the draft with Karen’s before sending.
  • Karen’s:Talk to Taylor about the possibility of listing hemp products on the online store and about focusing orders on best-selling hemp variants.
  • Karen’s:Try product recommendations (e.g., elixir oil, Jane sprays) with clients at the end of appointments to increase retail sales.
  • Yacht:Share the customer list (of those eligible for the cross-service promotion) and the draft email with Karen’s before launch.
  • Karen’s:Let Yacht know the results of the next Cosmo supply run and what was purchased.
📋 Meeting Topics (5)
Nail Room Inventory Management
Karen and Yacht discussed inventory management and supply needs for the nail room. Karen mentioned she would do a supply run on Tuesday to check with Taylor about needed items, noting they currently h…
Enhancing Inventory Management Strategies
Yacht discussed inventory management challenges, particularly regarding gift boxes and product tracking. She conducted an analysis of last year's orders and inventory to assess profitability and shrin…
Nail Service Profitability Analysis
Yacht and Karen discussed tracking product costs and revenue for nail services. Yacht shared a spreadsheet showing Karen's January performance, including $5,700 in services, $155 in retail, and an ave…
Business Growth and Product Expansion
Yacht and Karen discussed Karen's business performance, noting a 7% increase in revenue from $5,400 to $5,700, alongside a significant increase in customer numbers from 56 to 82. They explored the pos…
…and 1 more topics — view full page
📹
Chelsea 1:1
February 19, 2026  ·  12:39 PM
The meeting focused on reviewing Chelsea's retail performance and discussing business operations. Yacht presented data showing that Chelsea's new retail commission structure was beneficial, as she earned $50 more than…
✅ Next Steps (5)
  • Chelsea:Calculate and provide average add-on numbers for recent performance to Yacht.
  • Chelsea:Conduct interview with new potential associate candidate next week.
  • Chelsea:Coordinate with Catherine and Stacey (and optionally Taylor/Kaylee) to schedule a meeting/lunch to review associate training program and curriculum.
  • Chelsea:Post pictures of Disney getup (Mickey ears, etc.) in team Slack as mentioned.
  • Yacht:Make announcement on Slack regarding new Diamond level policy for levels 5 and 6.
📋 Meeting Topics (8)
AI Tools and Disneyland Plans
Yacht discussed his work on new AI tools, mentioning his background at Amazon AWS and Oracle. He noted the challenge of aggregating information in their business. The conversation then shifted to Chel…
Enhanced Retail Commission System Success
Yacht presented data showing that the new retail commission tier system was working effectively, with 12 out of 16 people making more money compared to the old system. Chelsea confirmed that the new s…
Retail Revenue and Add-On Analysis
Yacht presented a business analysis to Chelsea, highlighting a 43% increase in retail revenue compared to the previous year, with Chelsea's revenue per hour at 141, above the salon average of 115. The…
Workload Sharing and Pricing Strategy
Yacht discussed the importance of sharing the workload and the impact of individual absences on the team's performance. He emphasized the need for transparency in business operations, including invent…
…and 4 more topics — view full page
📹
Erin 1:1
February 19, 2026  ·  11:13 AM
The meeting focused on reviewing performance metrics and discussing inventory management challenges at a salon. The manager and employee reviewed service and retail revenue numbers, with the employee sharing goals to …
✅ Next Steps (10)
  • Yacht:Enter updated PPC (pre-paid color) pricing and product lines into the Forest system, including raising all prices by $2 and bundling products for easier selection.
  • Yacht:Send Aaron (and possibly others) the math/calculation of average paycheck impact due to garnishment when available.
  • Yacht:Order 2-3 of each needed Chronologics and other key products directly from Nicole for March, ensuring double inventory of Premier products ahead of possible Premier 2 launch.
  • Aaron:Focus on retail add-on sales (e.g., Fusio treatments, $15 masks) in the last 7-9 days of February to reach $1,500 retail goal and maximize commission.
  • Aaron:Open up additional days in schedule before time off to accommodate clients and avoid loss of income during scheduled absences.
  • Yacht:Update and communicate new "diamond" level policy: level 5+ stylists can set their own schedule and receive extra commission, but 50-appointment threshold is no longer required.
  • Yacht:Review and potentially update retail return policy to clarify timeline and conditions for product returns/exchanges.
  • Yacht:Send updates/information from Nicole (regarding product ordering/changes) to Aaron as received.
  • …and 2 more
📋 Meeting Topics (11)
Panda Tool and Training Insights
Yacht and QuEeN discussed Yacht's fascination with pandas, including his creation of a data analytics tool named "Panda" while at Amazon. They also talked about QuEeN's positive experience with recent…
QuEeN's Revenue Performance Review
QuEeN discussed her income goals and challenges, focusing on her February target of $9,000 in service revenue, which requires her to earn approximately $560 per day. Yacht reviewed QuEeN's January per…
Retail Sales Performance Review
Yacht and QuEeN discussed staff performance reports and retail sales. They reviewed last month's sales, noting that QuEeN achieved a significant increase in retail sales, with approximately $1,300 in …
Pricing and Retail Strategy Discussion
Yacht and QuEeN discussed pricing strategies and retail goals. Yacht explained plans to adjust pricing by raising rates and bundling offerings, aiming to improve transparency and streamline the bookin…
…and 7 more topics — view full page
📹
YCS Personal Room
February 19, 2026  ·  10:06 AM
The meeting focused on reviewing Kathryn's performance metrics and discussing changes to the salon's commission structure and product offerings. Yacht presented new AI tools for tracking sales data and introduced modi…
✅ Next Steps (7)
  • Yacht:Announce the new policy regarding Diamond status, removing the $50,000 annual sales requirement and instead granting schedule control and commission bump to level 5 and 6 stylists.
  • Yacht:Post stylist "about me" blurbs (including Kathryn's) on social media, starting a regular "Meet Us Monday" and "Fan Favorite Friday" feature.
  • Yacht:Update the PPC (Personal Product Charge) system in Forest to include all orange sheet prices, enabling easier and more accurate selection and entry by staff and support team.
  • Yacht:Follow up with Summit to confirm 2025 goals and update internal goal charts as needed.
  • Yacht:Meet with Salon-centric representative (Trisha) when new product line is available to discuss support for clients transitioning from Awaken, including potential gifts, pre-product, and education.
  • Yacht:Begin marketing and advertising efforts for Bellow Haven extensions, including possible Facebook advertising and in-salon promotion.
  • Kathryn:Request PTO for August vacation.
📋 Meeting Topics (7)
AI Tool 'Panda' Development Story
Yacht shared a personal story about creating an AI tool named "Panda" while at Amazon, which was initially called "Phil's Awesome New Data Analytics Tool" but later became known as "What's Your Panda …
Facial Treatment Pricing Strategy
Kathryn and Yacht discussed the success of a $65 facial mask treatment, noting that despite the higher price point, clients were still receptive. They explored the potential of a $45 introductory offe…
Enhancing Sales and Service Strategies
Yacht discussed strategies to increase retail sales and service revenue, emphasizing the importance of diversifying product offerings and incentivizing staff with higher commission rates for selling p…
Diamond Stylist Program Changes
Yacht announced changes to the diamond stylist program, eliminating the $50,000 annual requirement and instead tying diamond status to level 5 and 6 positions, where stylists can manage their schedule…
…and 3 more topics — view full page
📹
YCS Zoom Meeting
February 19, 2026  ·  9:32 AM
The January 2026 salon performance review meeting covered service revenue, retail sales, and operational updates. The salon exceeded last year's performance with 97,261 in service revenue, though retail sales remained…
✅ Next Steps (19)
  • Yacht:Send updated January, February, March budget adjustments to Taylor.
  • Front Desk (Josiah, Megan, Brooklyn): Begin stamping and preparing new canvas bags for retail product presentation, including tissue and appropriate perfume spritz, and implement new luxury bag presentation routine for all retail sales.
  • All Stylists:Focus on increasing retail sales, including use of new mask treatment add-on starting March, and continue to promote Fusio Dose treatments before price increase on March 1.
  • Taylor:Post information and create signage for the new Premier treatment and mask treatment programs.
  • Taylor:Fill gaps in new LAK color line inventory within the next couple of weeks as product becomes available.
  • Taylor:Continue to monitor and sell through remaining Awaken and Blowout line products before full transition to new Redken line; keep team updated on availability.
  • Taylor:Accept special product orders from stylists for tried-and-true Awaken or Blowout products via the binder; communicate expected delivery timelines to requesters.
  • All Stylists:Send expert product recommendations to clients via Forrest app as part of daily/monthly routine.
  • …and 11 more
📋 Meeting Topics (5)
January 2026 Performance Review
The meeting reviewed January 2026 performance, with service revenue at 97,261, slightly above last year's 2% and budgeted 105%. Retail revenue was 13,458, below budget but with a focus on growth. The …
Fusio Dose Price Changes
The team discussed strong performance in January, with 114 Fusio dose treatments completed, and Becca leading the charge with 30 individual treatments. Yacht announced that the Fusio dose 20% discount…
Luxury Retail Bag Strategy Implementation
The team discussed implementing a new retail bag strategy, ordering 200 canvas bags and stamps to create a luxury shopping experience. They agreed to spray blue tissue paper with Kerastase perfume, ra…
FusioDose Retail Strategy Updates
The team discussed retail strategies, particularly focusing on FusioDose products, with Yacht emphasizing the importance of inventory management and encouraging consistent sales beyond contest discoun…
…and 1 more topics — view full page
📹
YCS Zoom Meeting
February 19, 2026  ·  1:32 PM
Transcript too short — summary not available.
📹
YCS Zoom Meeting
February 19, 2026  ·  1:01 PM
The meeting was brief and primarily consisted of Karen's responses to an unspecified interaction. No substantial discussion or decisions were recorded in the transcript.
✅ Next Steps (1)
  • Next steps were not generated due to insufficient transcript.
📋 Meeting Topics (1)
Insufficient Meeting Content
The transcript only contains Karen's brief acknowledgment of something, but there is not enough context or content to create a meaningful summary of a meeting discussion.