CEO Morning Briefing
Carrera Crest Holdings — Wednesday, March 11, 2026
FIRES (from COO scan — items needing immediate action today)
1. March Mask Promo: 2 of 3 Featured Products Are Backordered Nutritive Masquintense and Genesis Masque are backordered. Only Chronologiste is available (1x 500ML professional, vendor gift). Chronologiste is selling (2 units, $126 retail MTD — #6 on leaderboard), but promo is at 33% product availability. → Action: Substitute alternative masks, narrow to Chronologiste-only, or confirm backorder ETAs and communicate to team TODAY.
2. Breanna Harte — Zero Revenue MTD Despite 54 March Appointments 54 appointments booked ($3,882 value) but $0 in staff_performance for week 1. Either she hasn't worked any shifts or there's a Phorest data gap. → Action: Confirm Breanna's schedule status TODAY.
WARNINGS (monitor this week)
- Tashina Miranda — No performance revenue week 1, only 12 appointments booked all March ($718). Two months declining. 30-day decision window approaching.
- Ali Guerrero — Absent from week 1 performance. Only 8 March appointments ($599). Needs more floor time.
- Drake Rosberg — 55% rebook rate (salon avg 83%). Strong revenue/RTS but churning clients.
- Deana Faust — $44.07 Rev/Hr (lowest), 55% utilization (lowest), 64% rebook, 8% RTS. Multiple underperformance signals.
- Jane Iredale — -3 units (returns) on Mar 2. Still 28.5% of inventory, 21% sell-through. Capital concentration persists.
- GLOBAL_CONFIG stale — Megan King still listed as active (terminated 3/7). Support Staff bonus list needs update.
TODAY'S CALENDAR
| Time | Event | Duration | Notes |
|---|---|---|---|
| 9:00 AM – 2:00 PM | Summit Team Pods | 5 hr | ⚠️ Brittney Pfister texted — no one joined yet. Confirm link/status. |
| 11:00 AM – 12:00 PM | Phil + Rob + Mak | 1 hr | ⚠️ CONFLICTS with Summit Pods |
| 11:00 AM – 1:30 PM | Dryer to YCS | 2.5 hr | ⚠️ CONFLICTS with Summit Pods & Phil+Rob+Mak |
| 1:00 PM – 1:30 PM | TEN Salon Lease Discussion | 30 min | Microsoft Teams — Jim Bickford wants to discuss today (see email) |
⚠️ 3-way scheduling conflict 11:00 AM–12:00 PM — Summit Pods, Phil+Rob+Mak, and Dryer delivery all overlap. Dryer may not require your presence the full window.
Tomorrow Preview: 7 AM Applewood Furnace checkup | 8:30 AM Nicole YCS Interview (Front Desk) | 9 AM–2 PM SSBC Virtual Guest Service Coaching
Rest of Week: - Fri 3/13: Coffee w/ Jan Glowup (10a) · Axon Interview (12:30p) · Meeting @ Tap & Burger Westminster (3p) - Sat 3/14: Night of Dreams Gala @ Chateaux at Fox Meadows (6–8p) — Grant a Dream auction link received via iMessage - Mon 3/16: Modern Practice Growth Summit virtual (3–6:45p) - Tue 3/17: Bi-monthly company TEN SALON (all day)
DASHBOARD STATUS
| Dashboard | Status | Last Updated | Schedule | Notes |
|---|---|---|---|---|
| Inventory Dashboard | ✅ LIVE | 2026-03-11 10:20 | Daily (morning) | Current |
| Web Station Index | ✅ LIVE | 2026-03-11 10:20 | Daily (morning) | Current |
| Payroll Dashboard | ⚠️ STALE | 2026-03-09 01:17 (58h ago) | Daily AM + Mon full rebuild | Needs rebuild — 58h stale |
| Education Dashboard | ❌ NOT CREATED | — | TBD | Generator & schedule TBD |
| Associate Program Dashboard | ❌ NOT CREATED | — | TBD | Generator & schedule TBD |
| Marketing Dashboard | ❌ NOT CREATED | — | TBD | Generator & schedule TBD |
DEPARTMENT: INVENTORY
- March Mask Promo at 33% availability — Masquintense & Genesis Masque backordered. Only Chronologiste in stock. Promo pivot needed today.
- Jane Iredale concentration risk — 28.5% of total inventory value, only 21% sell-through. -3 units returned Mar 2. Capital tied up.
- Inventory value stable at $30,326. Fresh data routed today: low inventory alerts, under/overstock, movement & sell-through reports all updated at 10:00 AM.
- No Monday inventory report this week — next full report runs Monday 3/16.
- Watcher routed 20+ inventory data files on 3/10 (6 PM) and 3/11 (10 AM) including low_inventory_alerts and under_overstock CSVs. Available for review.
DEPARTMENT: EDUCATION
- Program Leader: Chelsea Badjar (Level 6 Stylist)
- Slack #education: No export available (scanner disabled)
- Dashboard: Not yet created — generator and schedule TBD
- Data sources being identified: Slack #education, Phorest training records, CEU tracking, vendor education emails
- Kerastase email received: New Launches + Friends and Family Event — potential education/vendor tie-in
- Needed: Enable Slack #education export, define education KPIs, build dashboard generator
DEPARTMENT: ASSOCIATE PROGRAM
- No APL briefing today — runs Mondays. Last available: check Monday 3/9 output.
- Dashboard: Not yet created — generator and schedule TBD
- Needed: Associate roster (active vs graduated), override tracking, program leader assignments, dashboard build
DEPARTMENT: MANAGER 1:1
- 1:1 data could not be loaded for today's briefing.
- Status unknown — unable to report on most recent COO meetings, Manager meetings, or Zoom summaries.
- Action needed: Troubleshoot 1:1 data source access. Determine which months have source data generated.
CUSTOMER FEEDBACK (from Outlook contact@yachtclubsalon.com)
No emails found in the last 24 hours from contact@yachtclubsalon.com. No complaints, appointment changes, or bridal requests to report.
TAYLOR'S EMAILS (messages from Taylor requiring Philip's response)
No emails from Taylor in the last 3 days. Feedback loop idle — no action needed.
EMAIL HIGHLIGHTS (key unread emails worth noting)
- 🔥 Matthew Morris — "purchase" — He's selling his salon, closing within weeks. Wants maximum discretion. Respond today.
- 🔥 Jim Bickford (LawHedge) — RE: Devin Lease DTC Amendment 2 — Wants a call today to discuss lease and overall project status. Ties to 1:00 PM TEN Salon Lease Discussion.
- ⚠️ Jennifer Rivera (Ruby Capital) — RE: 100K Online Checkout — Checking if you completed the online checkout, hasn't received confirmation. Needs response.
- ⚠️ Paychex (Lauren Lomax) — Transition from Mineral to SixFifty platform announced. Review implications for HR compliance tooling.
- 📋 Westminster Utility Bill — Due Mar 31 for 92nd & Harlan LLC. Route to AP.
iMESSAGE (business-relevant messages)
- ⚠️ Brittney Pfister (Summit) [9:13 AM] — On the call for team's virtual session but no one has joined. Confirm if Summit Team Pods is still on. Respond ASAP.
- [9:15 AM] +17203638777 — Asking if it's the same Zoom link as last time for Summit pods. Confirm link.
- SimpliSafe [8:30 AM] — Sensor error: Back Door entry sensor not responding at 6350 W 92nd Ave. System was disarmed at 7:58 AM by Keypad Master PIN.
- Grant a Dream Foundation [9:15 AM] — Personal auction bidding link received for Night of Dreams Gala (Saturday).
PHOREST DATA (new reports routed)
Phorest router processed data at 10:42 AM today. Reports routed: - Staff Tips (Daily 3/11) → Employees folder - Sales Transactions (Daily 3/11) → daily_sales folder - Staff Performance Detail (Last 7 Days) → Employees folder - Inventory Last 7 Days → Inventory/Reports - Retail Sales Trend → Inventory/Reports - Service Sales Trends → Sales Data/Trends - Future Appointments 90 Days → Employees/Appointments (SNAPSHOT mode) - Multiple backlog files from 3/8–3/10 also routed and caught up.
PAYROLL SNAPSHOT
No payroll report today — runs Mondays. Payroll dashboard is 58h stale and needs rebuild.
TODAY'S ACTIONS (consolidated checklist)
- [ ] URGENT: Respond to Summit Pods team — Brittney + other contact waiting, no one has joined the call
- [ ] Decide on mask promo pivot (2/3 products backordered) — communicate to team today
- [ ] Check Breanna Harte's March schedule ($0 revenue vs 54 appointments)
- [ ] Reply to Matthew Morris re: salon sale — time-sensitive, discretion required
- [ ] Call Jim Bickford before 1:00 PM TEN Salon Lease Discussion (he requested a call today)
- [ ] Reply to Jennifer Rivera re: 100K online checkout confirmation
- [ ] Update GLOBAL_CONFIG — remove Megan King (terminated 3/7), update Support Staff bonus list
- [ ] Flag Drake Rosberg & Deana Faust for Kaeleigh's coaching agenda
- [ ] Route Westminster utility bill to AP (due Mar 31)
- [ ] Investigate payroll dashboard staleness (58h) — trigger rebuild
- [ ] Grant
_Agent_Runner/inbox/read permissions for future autonomous scans - [ ] Monitor Tashina Miranda — decision if week 2 shows no improvement
- [ ] Prep for tomorrow: Nicole YCS Interview (8:30 AM) — review candidate info
DAYTIME WATCHER (intra-day auto-actions)
March 10 (yesterday): - 12:07 AM: Routed 9 unprocessed Phorest ZIP files - 6:00 PM: Generated 49 new data files across Sales Trends, Inventory Reports, Employee Appointments, Staff Tips, and Staff Performance
March 11 (today, pre-briefing): - 10:00 AM: Generated 49 new data files — full refresh of Sales Trends, Inventory Reports, Employee Appointments, Staff Tips, and Staff Performance for 3/11
AGENT STATUS (system health)
| Agent | Errors | Warnings | Status |
|---|---|---|---|
| Runner Morning | 4 | 4 | ⚠️ Investigate |
| COO Daily Scan | 2 | 1 | ⚠️ Inbox access denied |
| Briefing Compiler | 2 | 0 | ⚠️ Minor errors |
| Outlook Export | 0 | 3 | ⚠️ Warnings |
| Calendar Export | 0 | 0 | ✅ |
| iMessage Export | 0 | 0 | ✅ |
| Mail Export | 0 | 0 | ✅ |
| Phorest Router | 0 | 0 | ✅ |
| Watcher | 0 | 0 | ✅ |
| Cron Watcher | 0 | 0 | ✅ |
| Slack Sync | 0 | 0 | ✅ |
| NAS Sync | 0 | 0 | ✅ |
| All others | 0 | 0 | ✅ |
Key issue: COO scan could not access _Agent_Runner/inbox/ — grant read permissions to enable full autonomous scanning.
MTD Snapshot: $24,935 revenue | 16.4% RTS | 83% rebook | 103% utilization | Today's book: 55 appts / $3,493 (strongest day this week)
Bright spot: Teigan Maniatis — $734 week 1 vs $1,129 all of February. On pace to crush breakeven. 19% RTS.