CEO Morning Briefing

Thursday, March 12, 2026 | Carrera Crest Holdings

FIRES (from COO scan — items needing immediate action today)

• COO scan failed — agent terminated with exit code 1 (not logged in). No FIRES data available. COO scan needs /login re-authentication before next run.
• SimpliSafe sensor alert: Entry Sensor "RoofTop Entry" not responding at 6350 W 92nd Ave as of 5:30 AM. Check if this is a dead battery or a real security issue.
• SSBC coaching session conflict: Tiffany Devereaux replied re: last-minute changes to today's SSBC Virtual Guest Service Coaching (9 AM–2 PM). Review her voicemail response and confirm session status.

WARNINGS (monitor this week)

• COO scan authentication broken — must fix before tomorrow's run or briefings degrade further.
• Runner morning log: 3 errors, 3 warnings — investigate root cause.
• Notes writeback log: 1 error — may affect 1:1 data sync.
• Outlook export: 1 warning — monitor for customer email gaps.
• Calendar conflict TODAY: Nicole interview (8:30–9:30 AM) overlaps with Applewood Furnace check (7:00–9:00 AM). SSBC coaching (9:00 AM–2:00 PM) starts immediately after.

TODAY'S CALENDAR

Conflict: Furnace check runs until 9:00 AM but Nicole's interview starts at 8:30 AM. Plan accordingly. Back-to-back: Nicole interview ends at 9:30 AM, SSBC coaching already started at 9:00 AM.

Tomorrow (Fri 3/13): Coffee w/ Jan Glowup (10 AM) · Axon Interview via Zoom (12:30 PM) · Meeting at Tap & Burger Westminster (3 PM) Sat 3/14: Night of Dreams Gala @ Chateaux at Fox Meadows (6 PM) Mon 3/16: Modern Practice Growth Summit — virtual (3–6:45 PM) Tue 3/17: Bi-monthly company TEN SALON (all day) Thu 3/19: Pick up Luke Penelope (9:30 PM)

DASHBOARD STATUS

DEPARTMENT: INVENTORY

• No inventory report today (runs Mondays). Last Phorest inventory data routed: Inventory List (PDF + XLS) snapshot delivered 2026-03-12 06:14.
• Inventory Last 7 Days report routed to Reports folder.
• Watcher extracted 20+ inventory CSVs on 3/11 including: low inventory alerts, under/overstock, inventory discrepancy value, inventory movement & sellthrough (by item), brand/staff leaderboards.
• Kerastase vendor alert: New ordering portal launching 4/1 for Kerastase and Shu Uemura — review and prepare Taylor.
• Salon Centric: Invoice #6042722586 received; also notified some items in a recent order were out of stock — check which items were shorted.

DEPARTMENT: EDUCATION

• Program Leader: Chelsea Badjar (Level 6 Stylist)
• Slack #education: No export available (scanner disabled) — cannot pull channel activity.
• Dashboard: Needs creation. Data sources being identified (Slack #education, Phorest training records, CEU tracking, vendor education emails).
• Taylor note: Support Staff Summit is tomorrow (3/13). Taylor is asking whether it's in-person or virtual — she saw a Slack post saying "link to follow" but expected in-person. Nicole is coming in to shadow. Needs clarification from Philip.

DEPARTMENT: ASSOCIATE PROGRAM

• No APL briefing today (runs Mondays).
• Dashboard: Needs creation — generator and schedule TBD.
• No new associate program data in today's feeds.

DEPARTMENT: MANAGER 1:1

• 1:1 data could not be loaded — notes sync or writeback error may be the cause (notes_writeback log shows 1 error).
• Cannot report on most recent COO or Manager meeting notes. Investigate notes sync.
• Action needed: Fix notes data pipeline to restore 1:1 tracking.

CUSTOMER FEEDBACK (from Outlook contact@yachtclubsalon.com)

No emails found from contact@yachtclubsalon.com in the last 24 hours. Outlook export had 1 warning — monitor.

TAYLOR'S EMAILS (messages from Taylor requiring Philip's response)

Taylor sent 14 emails on Wed 3/11 (7:01–7:32 PM) — a batch of Canva design shares for review:

1. YC TV Logos — review design
2. Station Map — Taylor notes: "some updates need to be made, sending now so I don't forget"
3. Last Minute Opportunities — GWP — review design
4. Drink Menu — Print & Cut version — has print/cut guidelines for laminating
5. Business Cards — Taylor notes: incorporated stylist feedback, removed 20% retail card
6. Welcome Package — New Guests — review design
7. Gift with Purchase — for the makeup bags
8. Bloom & Bubbly Mimosa — review design
9. New YC Drink TV Menus (updated) — review design
10. Meet New Team Members — review design

Action: Review these Canva designs and respond. Taylor is waiting for feedback. Responses will feed into her next briefing.

TAYLOR'S BRIEFING REPLY (Wed 3/11, 6:35 PM)

Re: Salon Manager Briefing (Tue 3/10): - Support Staff Summit (tomorrow 3/13): Taylor asking if it's in-person or virtual — saw Slack post saying "link to follow" but expected in-person. Has Nicole shadowing that day. Needs same-day clarification.

EMAIL HIGHLIGHTS (key unread emails worth noting)

• DocuSign COMPLETED: Commitment Letter for Lugano Crest LLC dba Matthew Morris Salon — signed by Rebecca Boland (Velocity SBA). Deal is done.
• Ruby Capital Group: Congratulations on funding — deal officially funded. Asking for a review.
• Tiffany Devereaux (Summit Salon): Re: SSBC coaching today — apologized for being unavailable, referencing last-minute changes. Review before 9 AM session.
• Looker: Staff Tips DAILY report delivered.
• Paychex: Setup feedback survey (low priority).
• 3 vendor invoices (Salon Centric x2, Kerastase portal launch 4/1).
• 58 total unread — bulk is newsletters/marketing/job alerts (Indeed, VistaPrint).

iMESSAGE (business-relevant messages)

• Ruby Capital Group (via +12013808774, 5:42 AM): "Congrats Philip - your deal is funded!" — requesting Google/Trustpilot review. Same as email notification.

PHOREST DATA (new reports routed)

52 report files routed at 06:14 AM including: - Sales Transactions DAILY (multiple date batches → daily_sales folder) - Staff Tips DAILY → Employees folder - Staff Performance Detail Last 7 Days → Employees folder - Inventory Last 7 Days → Inventory/Reports - Inventory List (PDF + XLS) → Inventory On Hand (snapshot) - Staff Clock In-Out (PDF + XLS) → Employees (append) - Service Sales Trends → Sales Data/Trends - Retail Sales Trend → Inventory/Reports - Future Appointments 90 Days → Employees/Appointments (snapshot)

PAYROLL SNAPSHOT

No payroll report today — runs Mondays.

TODAY'S ACTIONS (consolidated checklist)

• [ ] URGENT: Fix COO scan authentication (/login) before next scheduled run
• [ ] URGENT: Clarify for Taylor — Support Staff Summit tomorrow: in-person or virtual? She has Nicole shadowing.
• [ ] TODAY: Check SimpliSafe sensor alert — RoofTop Entry sensor not responding
• [ ] TODAY: Confirm SSBC Virtual Guest Service Coaching status — review Tiffany Devereaux's message before 9 AM
• [ ] TODAY: Manage calendar conflict — furnace check vs. Nicole interview at 8:30 AM
• [ ] TODAY: Review Taylor's 10 Canva designs and respond (business cards, drink menus, GWP, welcome package, etc.)
• [ ] TODAY: Review completed DocuSign — Commitment Letter for Lugano Crest LLC
• [ ] THIS WEEK: Investigate runner morning log errors (3 errors, 3 warnings)
• [ ] THIS WEEK: Fix notes writeback error to restore 1:1 data
• [ ] THIS WEEK: Check Salon Centric order — which items were out of stock?
• [ ] THIS WEEK: Prepare for Kerastase/Shu Uemura ordering portal launch (4/1)
• [ ] OPTIONAL: Leave Google/Trustpilot review for Ruby Capital Group

DAYTIME WATCHER (intra-day auto-actions taken 2026-03-11)

Watcher was active with two data extraction cycles: - 10:00 AM: Extracted 48 CSV files — service sales trends, inventory reports (low inventory alerts, under/overstock, discrepancy values, sellthrough), staff performance, staff tips, appointment data. - 12:00 PM: Second extraction cycle — same report set refreshed with updated midday data.

All files deposited to correct destinations under YCS COO Files/Data/.

AGENT STATUS (system health)

Critical: COO scan must be re-authenticated. Runner morning errors need investigation. 13/17 agents healthy.