CEO Morning Briefing
Sunday, March 15, 2026 | Carrera Crest Holdings
✅ CEO TO DO
⚠️ CEO TO DO note not found in Apple Notes (sync failed after 3 retries). Check Apple Notes manually or verify note title matches "CEO TO DO" exactly.
FIRES (from COO scan — items needing immediate action today)
1. GLOBAL_CONFIG STALE — Megan King still listed as active. Terminated 03-07-2026 but remains in EMPLOYEE ROSTER and SUPPORT STAFF BONUS THRESHOLDS. Affects payroll calculations, bonus eligibility, and all downstream agents. Overdue — fix today.
2. Critical inventory stockouts — high-velocity products at zero:
| Product | Depletion Rate | Urgency |
|---|---|---|
| Pureology Color Fanatic 21 Spray | 0.43/day | HIGHEST |
| Redken ABC Hair Bandage Balm | 0.37/day | HIGH |
| Redken ABC Shampoo Sm | 0.23/day | HIGH |
| Mimosa Weekday (alcohol) | 0.80/day | HIGH — revenue generator |
| Surface Awaken Therapeutic (shampoo + cond) | 0.10/day each | MEDIUM |
Lost sales every day these stay at zero. Taylor needs this Monday.
WARNINGS (monitor this week)
- March Mask Promo — very low adoption. Only 2 Chronologiste Masque add-ons in 4 days (Kathryn 3/12, Stacy 3/13). Zero from other stylists. Nutritive/Genesis backordered — Chronologiste is the only option. Push at huddle or accept supply constraint.
- RTS% at 9.6% — well below 17% goal and 15% support staff bonus threshold. Retail is weak.
- Jane Iredale at 28.5% of inventory value — exceeds 25% concentration threshold. 21% sell-through. $8,681 tied up in zero-velocity testers.
- Inventory shrinkage: $1,158 negative — Mimosa Weekday (-151 units), Tiamo Prosecco (-55). Needs reconciliation.
- Tashina Miranda — tracking better but still low. $433 service in 2 days (Mar 10-11). Improvement from Feb ($355 entire month). One $58 refund. Keep watching.
- Ali Guerrero — zero transactions Mar 10-13. Associate-track measuring mentorship, but is she getting floor time?
TODAY'S CALENDAR
Today (Sunday 3/15): No events scheduled.
Tomorrow (Monday 3/16): - 12:00–12:30 PM: Matthew Morris X BLVD (30 min) - 3:00–6:45 PM: The Modern Practice Growth Summit — virtual (225 min)
Rest of week: - Tue 3/17: St. Patrick's Day | Bi-monthly TEN SALON company day | 11:45 AM TEN Salon Med Doc (2h) - Thu 3/19: 9:30 PM Pick up Luke & Penelope - Fri 3/20: Eid al-Fitr | 9:00 AM "New Event" (1h) - Sat 3/21: 12:30–5:00 PM Brooklyn (⚠️ duplicate entry) | 2:30 PM Wilson Groom @ 1222 E 6th Ave Denver (conflict with Brooklyn) - Sun 3/22: 10:00 AM St. Baldricks (4h) + 10:30 AM St. Baldricks Event (2h) — overlapping/related entries
⚠️ Sat 3/21 conflict: Wilson Groom at 2:30 PM overlaps with Brooklyn 12:30–5:00 PM.
DASHBOARD STATUS
| Dashboard | Status | Last Updated | Schedule | Notes |
|---|---|---|---|---|
| Payroll Dashboard | ✅ LIVE | 2026-03-15 07:29 | Daily AM + Mon full rebuild | Current |
| Inventory Dashboard | ✅ LIVE | 2026-03-15 06:03 | Daily AM | Current |
| Web Station Index | ✅ LIVE | 2026-03-15 07:41 | Daily AM | Current |
| Education Dashboard | ❌ NEEDS CREATION | — | TBD | Generator not built |
| Associate Program Dashboard | ❌ NEEDS CREATION | — | TBD | Generator not built |
| Marketing Dashboard | ❌ NEEDS CREATION | — | TBD | Generator not built |
DEPARTMENT: INVENTORY
- 5 critical stockouts (see FIRES above) — order Monday. Color Fanatic 21 Spray is highest urgency.
- Shrinkage: $1,158 negative — concentrated in alcohol (Mimosa -151 units, Prosecco -55). Reconciliation needed.
- Jane Iredale: 28.5% of inventory value ($8,681 in zero-velocity testers) — exceeds 25% threshold, 21% sell-through.
- RTS% at 9.6% — 4-day retail-to-service ratio far below 15% bonus threshold and 17% goal.
- Mask promo underperforming — 2 add-ons in 4 days. Supply-constrained (only Chronologiste available).
- No standalone inventory report today (runs Mondays). Latest inventory snapshot routed via Phorest (PDF + XLS).
DEPARTMENT: EDUCATION
Leader: Kaeleigh Tran (Education & Coaching)
Major update (Mar 11): Kaeleigh posted the complete 2026 Education Calendar to #education with @channel. Key dates:
| Date | Class | Instructor | Audience |
|---|---|---|---|
| Apr 8, 2-4pm | Summit Tracking/Planning | 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 PK 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 mandatory |
| Aug 5, 2-4pm | Vivids | Becca | Associates/L1 |
- Kaeleigh shared Kerastase 2026 free virtual education schedule (90-min sessions, QR registration).
- Recent completions: Bello Haven Extension Class (3/2, 11 attended), Kerastase Refresher w/ Nicole (2/24), Exceptional Salon Service (2/16).
- ⚠️ Kaeleigh PTO requests pending your approval: Sat Apr 25 and Sat Aug 1 (via Paychex).
- Education Dashboard: not yet built — data sources identified (Slack, Phorest, CEU tracking).
DEPARTMENT: ASSOCIATE PROGRAM
Leader: Chelsea Badjar (Level 6 Stylist)
No Associate Program briefing today (runs Mondays). Chelsea posted $1,442 in service revenue over 4 days (Mar 10-13), averaging $361/day. Ali Guerrero (associate track) had zero transactions Mar 10-13 — verify she's getting floor time alongside mentorship hours. Associate Program Dashboard: not yet built.
DEPARTMENT: MANAGER 1:1
One-on-one data could not be loaded this morning. Unable to report on recent COO or manager meeting notes, Zoom summaries, or which months have source data generated. Flag: investigate 1:1 data load failure.
CUSTOMER FEEDBACK (from Outlook contact@yachtclubsalon.com)
No customer emails found in the last 24 hours. Outlook export ran successfully — just no inbound messages.
TAYLOR'S EMAILS (messages from Taylor requiring Philip's response)
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 (key unread emails worth noting)
- Paychex — Time off requests (2): Kaeleigh Tran requesting PTO for Sat Apr 25 and Sat Aug 1 (6 hours each). Action needed: approve/deny.
- Paychex — Cancel time off: Stacy Salee wants to cancel PTO for Wed May 13. Action needed: approve/deny.
- Custom Contractors Services — Invoice reminder: Invoice #6889, $347.50 due to Yacht Club Salon. Payment overdue.
- Looker reports (2): Staff Tips DAILY and Sales Transactions DAILY — auto-scheduled, routed to data folders.
- SalonCentric: Survey about recent Business Partner visit — low priority.
Skipped: Culligan promo, SimpliSafe armed alert, Shu Uemura marketing, Nextdoor news.
iMESSAGE (business-relevant messages)
- +16023915928 (6:02 AM today): Urgent payment request — asking Philip to send Andy (and possibly others) a partial payment today (1/4, 1/2, any amount). Also requesting updated Julie F. Maricopa invoice. ⚠️ Needs same-day response.
- +16023915928 (6:30 AM today): "THANK YOU!!" — follow-up to above.
- SimpliSafe: System disarmed at 6350 W 92nd Ave, 7:12 AM (routine).
PHOREST DATA (new reports routed)
Phorest router ran at 07:29 — 16 files routed:
- Sales Transactions DAILY → _Agent_Runner/data/daily_sales (multiple date variants including 3/14 and 3/15)
- Staff Tips DAILY → YCS COO Files/Data/Employees
- Inventory List (PDF + XLS) → Inventory On Hand (snapshot mode)
- Staff Clock In-Out (PDF + XLS) → Employees (append mode)
- ⚠️ 4 warnings in phorest_router log — may indicate duplicate file handling.
PAYROLL SNAPSHOT
No payroll report today (runs Mondays). Key financial flags from P&L: - Feb 2026 payroll at 76% of revenue — above 75% red line, well above 65% target. - Feb 2026 net loss: ($4,273). YTD net loss: ($18,422). - March MTD revenue $60,398 — pacing ~$121K/mo (improvement over Feb's $93.9K).
TODAY'S ACTIONS (consolidated checklist)
- [ ] URGENT: Remove Megan King from GLOBAL_CONFIG — terminated 03-07, still active
- [ ] URGENT: Respond to iMessage re: Andy payment + Julie F. Maricopa invoice — same-day
- [ ] Approve/deny Kaeleigh Tran PTO (Apr 25, Aug 1) and Stacy Salee PTO cancellation (May 13) in Paychex
- [ ] Pay Custom Contractors invoice #6889 — $347.50 overdue
- [ ] Prepare Monday restock order: Color Fanatic 21 Spray, Redken ABC products, Mimosa Weekday
- [ ] Reconcile alcohol shrinkage — Mimosa Weekday (-151 units), Prosecco (-55)
- [ ] Push mask promo at next huddle or acknowledge supply constraint
- [ ] Verify Ali Guerrero scheduling — zero transactions in 4 days
- [ ] Confirm Teigan Maniatis dual-role payroll — $17.25/hr support vs $15.16/hr stylist
- [ ] Fix CEO TO DO note — Apple Notes sync failed; verify note title
- [ ] Fix
_Agent_Runner/inbox/permissions — COO scan can't access email routing folder - [ ] Investigate 1:1 data load failure
- [ ] Review Kaeleigh's 2026 Education Calendar — full year posted to #education 3/11
- [ ] Config updates needed: (1) Remove Megan King, (2) Stacy Salee L6/55% when PP13 effective, (3) Teigan dual-role config
DAYTIME WATCHER (intra-day auto-actions — 2026-03-14)
Watcher ran 6 Slack archive syncs (08:00, 10:00, 12:00, 14:00, 16:00, 18:00). No other intra-day actions detected — no new file routing, no dashboard rebuilds triggered outside of morning schedule.
AGENT STATUS (system health)
| Agent/Log | Errors | Warnings | Status |
|---|---|---|---|
| Briefing Compiler | 2 | 0 | ⚠️ CEO TO DO note sync failed |
| COO Daily Scan | 1 | 1 | ⚠️ Inbox permissions error |
| Runner Morning | 3 | 6 | ⚠️ Investigate |
| Phorest Router | 0 | 4 | ⚠️ Duplicate file warnings |
| Calendar Export | 0 | 0 | ✅ |
| Mail Export | 0 | 0 | ✅ |
| Outlook Export | 0 | 0 | ✅ |
| iMessage Export | 0 | 0 | ✅ |
| Slack Sync | 0 | 0 | ✅ |
| Slack Daily Inventory | 0 | 0 | ✅ |
| Notes Sync/Writeback | 0 | 0 | ✅ |
| NAS Sync | 0 | 0 | ✅ |
| Zoom Router | 0 | 0 | ✅ |
| Vendor Learning | 0 | 0 | ✅ |
Key issues: (1) CEO TO DO note not found — sync failure, (2) _Agent_Runner/inbox/ outside working directory permissions, (3) Runner morning log has 3 errors/6 warnings — needs review.