CEO Morning Briefing
Monday, March 16, 2026 | Carrera Crest Holdings
CEO TO DO
3/15/2025
TO DO: Check on insurance for 92h Create the TEN Salon lease proposal and send out Create a draft of TEN Salon purchase agreement email to Erin Email Melissa at Bello Haven for pricing info Follow up on the payments sent to Reach Partners Owners as we need to resolve Julie Foliett issue Create a template and documentation for Carrera Crest Automation to be sold as a service Fix 92H issues and get the monthly emails established Go to DORA and update YCS license Get DORA transfer paperwork for MM Text MM about timing of transfer Follow up on Boulevard access Go To Chase about 2 new accounts Deposit more cash Cairn Property Tax updates and payments Pay Parking ticket Find wash basin pipe Complete and send the Operating Agreements for Cairn Crest and Lugano Crest
FIRES (from COO scan — items needing immediate action today)
- GLOBAL_CONFIG stale — Megan King (terminated 03-07) still listed as active. Remove immediately to prevent data contamination across dashboards and reports.
- Inventory shrinkage at -$1,468.92 — worsening from Feb's -$1,158. Nearly 3x the -$500 threshold. Investigation needed today.
- Breanna Harte at $0 MTD — family emergency leave (per your 3/11 note). ~$3,700/mo capacity gap to manage around.
WARNINGS (monitor this week)
- Tashina Miranda — 36% utilisation, $17.10/hr vs $15.16 cost. Marginal improvement from Feb. 30-day decision window active.
- Deana Faust — lowest Rev/Hr ($44.07), lowest utilisation (55%). 13-week trending requested.
- Alcohol items OOS — Mimosa weekday/weekend, Raspberry Blonde all out of stock with active demand.
- Pureology stockouts — Color Fanatic 21 Spray, Hydrate Shampoo Liter, and several others at zero.
- Feb 2026 net loss ($4,273) — payroll at 76% of revenue (target <65%). 2026 YTD revenue -31% vs budget.
- SimpliSafe sensor alert — RoofTop Entry sensor not responding at 92nd Ave (2:15 AM). Check physical sensor.
TODAY'S CALENDAR
Today — Monday, March 16
| Time | Event | Duration | Notes |
|---|---|---|---|
| 12:00 PM – 12:30 PM | Matthew Morris X BLVD | 30 min | Boulevard access follow-up (see TO DO) |
| 3:00 PM – 6:45 PM | The Modern Practice Growth Summit | 3h 45m | Virtual — Goldcast link |
No conflicts. Gap from morning until noon.
Tomorrow — Tuesday, March 17
- All Day: Bi-monthly company TEN SALON | St. Patrick's Day
- 11:00 AM: Lugano Ridge LLC / Paychex call (45 min, WebEx)
- 11:45 AM – 1:45 PM: TEN Salon Med Doc (120 min) — back-to-back with Paychex call, only 0 min gap
Rest of Week
- Thu 3/19: Pick up Luke Penelope (9:30 PM)
- Fri 3/20: New Event (9:00 AM) | Eid al-Fitr
- Sat 3/21: Brooklyn event (12:30–5:00 PM, duplicate entry) | Wilson Groom @ 1222 E 6th Ave (2:30 PM) — overlap with Brooklyn
- Sun 3/22: St. Baldricks (10:00 AM–2:00 PM) + St. Baldricks Event (10:30 AM–12:30 PM, salon calendar)
DASHBOARD STATUS
| Dashboard | Status | Last Updated | Schedule | Notes |
|---|---|---|---|---|
| Payroll Dashboard | LIVE | 2026-03-16 08:12 (0h ago) | Daily AM + Monday full rebuild | 291KB, current |
| Inventory Dashboard | LIVE | 2026-03-16 06:05 (2h ago) | Daily AM | 639KB, current |
| Web Station Index | LIVE | 2026-03-16 07:01 (1h ago) | Daily AM | 84KB, current |
| Education Dashboard | NEEDS CREATION | — | TBD | Generator and schedule TBD |
| Associate Program Dashboard | NEEDS CREATION | — | TBD | Generator and schedule TBD |
| Marketing Dashboard | NEEDS CREATION | — | TBD | Generator and schedule TBD |
DEPARTMENT: INVENTORY
- Shrinkage: -$1,468.92 — worsening month-over-month (Feb was -$1,158). Nearly 3x the -$500 threshold. FIRE priority.
- Alcohol items OOS: Mimosa (weekday & weekend), Raspberry Blonde — all zero stock with active demand. Reorder or remove from menu.
- Pureology stockouts: Color Fanatic 21 Spray, Hydrate Shampoo Liter, and several others at zero. Check reorder status.
- March Mask Promo active — Fusio-Dose and Chronologiste Masque add-ons appearing in transactions. Ensure promo stock is adequate.
- Inventory agent failed — weekly alert report did not generate. Check log:
2026-03-16_inventory_agent_weekly-alerts.log(1 error).
DEPARTMENT: EDUCATION
Program Leader: Kaeleigh Tran
Major update — flag for Philip: On Mar 11, Kaeleigh posted the full 2026 Education Calendar to #education (@channel). Key dates:
- Apr 8, 2–4 PM: Summit Tracking/Planning for Success w/ Chelsea (Associates/L1 mandatory)
- Apr 13, 10–4 PM: Curl Class w/ Lindsey Olson (mandatory in-salon)
- May 6, 2–4 PM: Shades EQ PK w/ Jenisa
- Jun 3, 2–4 PM: Kerastase Product Knowledge Refresher — MANDATORY FOR EVERYONE
- Jul 8, 2–4 PM: Retail: Teach, Use, Sell w/ Jenisa
- Jul 13, 10–4 PM: Blonding Class w/ Sam Klaver (mandatory in-salon) — 5 heart reactions
- Aug–Dec: Monthly classes continuing through year-end
Recent completions: Bello Haven Extension Class (Mar 2, 11 attended), Kerastase Refresher w/ Nicole (Feb 24), Exceptional Salon Service (Feb 16), Redken Shades ALK Mini Class (Feb 3).
Kerastase 2026 virtual education schedule shared — all sessions 90 min, free, QR registration.
Education Dashboard: In development. No target date set.
DEPARTMENT: ASSOCIATE PROGRAM
Program Leader: Chelsea Badjar (Level 6 Stylist)
- APL data could not be loaded today (login required).
- Chelsea is performing strongly: $171/hr, 170% utilisation, 88% rebook — leading the team.
- New applicant received via Beautista for the Associate position (iMessage alert, 3/15 10:20 PM). Follow up.
- Associate Program Dashboard: NEEDS CREATION.
DEPARTMENT: MANAGER 1:1
- 1:1 data could not be loaded today. Source data unavailable.
- Unable to determine last COO or Manager meeting dates. Flag: check if 1:1s are overdue.
CUSTOMER FEEDBACK (Outlook — contact@yachtclubsalon.com)
No customer emails in the last 24 hours. Quiet period.
TAYLOR'S EMAILS (messages requiring Philip's response)
No emails from Taylor in the last 3 days. No action needed.
Taylor's Briefing Replies: No replies in the last 3 days. The feedback loop is idle — consider prompting Taylor if this persists.
EMAIL HIGHLIGHTS
- SimpliSafe Error Alert — RoofTop Entry sensor not responding at 92nd Ave (2:15 AM). Physical check needed.
- Phorest Week in Review — Client visits: 248 (+34), Avg bill: $109 (+$19), Weekly revenue: $27K+. Strong week.
- Looker reports delivered — Staff Tips Daily and Staff Performance Detail Daily arrived.
- SalonCentric — 20% off Matrix & Biolage (2 duplicate emails). Coordinate with inventory needs.
- Beautista — new Associate applicant (see Associate Program section).
Skipped: Shu Uemura promo, Summit Salon marketing, Paychex survey reminder, VistaPrint promo.
iMESSAGE (business-relevant)
- SimpliSafe (2:15 AM): RoofTop Entry sensor not responding at 92nd Ave. (Also emailed — needs physical check.)
- SimpliSafe (11:29 PM 3/15): System armed (away mode) at 92nd Ave. Normal.
- Beautista (10:20 PM 3/15): New applicant for Associate position. Review on Beautista.
PHOREST DATA
20 reports routed to /data/incoming at 08:12 AM:
- Staff Performance Detail Daily (3 copies)
- Staff Tips Daily (7 copies — duplicates from retry/backfill)
- Sales Transactions Daily (7 copies — includes backfill for 3/13–3/15)
- Future Appointments 90 Days Daily (3 copies)
Note: High duplicate count (39 warnings in phorest_router log) suggests retry loops. May want to investigate dedup logic.
PAYROLL SNAPSHOT
Payroll agent failed this morning. Check log: 2026-03-16_payroll_agent_weekly-hours.log (1 error).
From P&L data: Feb 2026 payroll was 76% of revenue — above the 75% alert threshold and well above the 65% target. This is the top financial concern heading into March.
TODAY'S ACTIONS
- Remove Megan King from GLOBAL_CONFIG — terminated 03-07, still listed as active (FIRE)
- Investigate inventory shrinkage — $1,468.92, worsening trend, 3x threshold (FIRE)
- Review Beautista associate applicant — new application received last night
- Check SimpliSafe sensor at 92nd Ave — RoofTop Entry not responding
- Prep for Matthew Morris X BLVD call (12:00 PM) — relates to Boulevard access on your TO DO
- Attend Modern Practice Growth Summit (3:00–6:45 PM)
- Review Kaeleigh's 2026 Education Calendar — posted to #education, confirm alignment
- Investigate payroll + inventory agent failures — both errored this morning
- Check Phorest router duplicate warnings — 39 warnings, possible dedup issue
- Note tomorrow's scheduling: Paychex call ends at 11:45 AM, TEN Salon Med Doc starts at 11:45 AM — zero buffer
DAYTIME WATCHER (intra-day auto-actions)
- [SLACK] 08:01 AM: Slack channels refreshed (archive sync).
- No other intra-day changes detected.
AGENT STATUS
| Category | Status |
|---|---|
| Healthy (0 errors) | Calendar, Completions, iMessage, Ingest, Mail, NAS Sync, Notes Sync, Notes Writeback, Outlook, Slack Sync, Vendor Learning, Watcher, Zoom Router, Cron (all 3) |
| Warnings only | Associate Program (1w), Edu Delivery (2w), Phorest Router (39w), Slack Inventory (2w), Slack Pulse (1w), Taylor Delivery (1w), Watcher (13w) |
| Errors | Briefing Compiler (2e), COO Daily (1e/1w), COO Weekly (1e/1w), Inventory Agent (1e), Payroll Agent (1e), Slack Post (5e), Taylor SM Daily (1e/2w) |
| Runner totals | Morning: 5e/30w |
Key concern: Payroll and Inventory weekly agents both failed. Slack Post had 5 errors (may affect briefing delivery). Phorest router's 39 warnings likely from duplicate file processing.