CEO Morning Briefing
Tuesday, March 17, 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
- COO scan failed — agent could not read the
_Agent_Runnerdirectory due to permission error. No COO fires/warnings generated today. Fix permissions before tomorrow's run. - Email export broken — JSON parse error (invalid control character at position 72369). No email summary available today.
⚠️ WARNINGS
- Payroll at 76% of revenue (Feb 2026) — above 75% threshold. Investigate staffing mix and hours.
- 2026 YTD revenue -31.0% vs budget — $264,762 YTD, significant shortfall.
- Feb 2026 net loss of ($4,273) — salon operated at a loss.
- Slack channel sync had 4 errors this morning — may still have bot access issues from the Mar 9 incident.
- Phorest router logged 15 warnings — duplicate file routing detected (multiple retried copies of same reports).
- Megan King termination payroll (PP6) has complex items pending — PTO payout, chargeback, Teagan split-rate hours, Erin Frost hours. Needs careful processing.
📅 TODAY'S CALENDAR
| Time | Event | Location | Duration |
|---|---|---|---|
| 11:00 AM | Lugano Ridge LLC (70312879) | Paychex WebEx | 45 min |
| 11:45 AM | TEN Salon Med Doc | Kinston Hub, 6402 Union Creek Dr, Loveland CO | 120 min |
⚠️ Back-to-back: Paychex call ends at 11:45 AM and TEN Salon starts immediately at 11:45 AM at a physical location — you'll need to wrap the WebEx call on time or join TEN Salon late.
Tomorrow (Wed 3/18): 10:30 AM — Elrock x Cairn Introduction (Google Meet, 30 min)
Rest of week: - Thu 3/19: Lunch w/ Peter Harnisch & Luke Kuckelman, Arx Advisors (11:30 AM, location TBD) · Pick up Luke Penelope (9:30 PM) - Fri 3/20: Eid al-Fitr (holiday) - Sat 3/21: Brooklyn appts (12:30–5 PM) · Wilson Groom (2:30 PM, 1222 E 6th Ave Denver) - Sun 3/22: St. Baldricks Event (10:00 AM–2:00 PM)
📊 DASHBOARD STATUS
| Dashboard | Status | Last Updated | Schedule | Notes |
|---|---|---|---|---|
| Payroll | ✅ LIVE | 2026-03-17 06:04 | Daily + Mon rebuild | Current, 292KB |
| Inventory | ✅ LIVE | 2026-03-16 08:24 | Daily | 22h old, 639KB |
| Web Station Index | ✅ LIVE | 2026-03-16 18:07 | Daily | 12h old, 85KB |
| Education | ❌ Needs Creation | — | TBD | Generator not built |
| Associate Program | ❌ Needs Creation | — | TBD | Generator not built |
| Marketing | ❌ Needs Creation | — | TBD | Generator not built |
🏬 DEPARTMENT: INVENTORY
No inventory report today (runs Mondays). No COO inventory scan available (permission error).
Phorest routed 3 fresh reports this morning (06:03 AM): - Staff Performance Detail Daily - Future Appointments 90 Days Daily - Staff Tips Daily
⚠️ 15 warnings in Phorest router — appears to be re-routing stale duplicate copies from 3/16 (8+ retried versions of each report). May need cleanup of the incoming queue.
🎓 DEPARTMENT: EDUCATION
Education Program Leader: Kaeleigh Tran
🔔 FLAG FOR PHILIP: Kaeleigh posted a comprehensive 2026 Education Master Calendar on Mar 11. Full schedule below.
Upcoming classes: - Apr 8, 2–4 PM: Summit Tracking/Planning for Success w/ Chelsea (associates/L1 mandatory) - Apr 13, 10 AM–4 PM: Curl Class w/ Lindsey Olson (in-salon, mandatory) - May 6, 2–4 PM: Shades EQ PK w/ Jenisa - Jun 3, 2–4 PM: Kerastase Refresher — MANDATORY FOR EVERYONE - Jul 13, 10 AM–4 PM: Blonding Class w/ Sam Klaver (in-salon) — 5 ❤️ reactions
Recent activity: Kaeleigh shared Kerastase 2026 free virtual education schedule (90-min sessions, QR registration). Bello Haven Extension Class (Mar 2) completed with 11 stylists.
Education Dashboard: In development — not yet built.
👥 DEPARTMENT: ASSOCIATE PROGRAM
Associate Program Leader: Chelsea Badjar (Level 6 Stylist)
No APL briefing today (runs Mondays). Chelsea is listed as instructor for upcoming monthly classes (Apr 8 Summit Tracking, Oct 7 Bobs/Technical Cuts, Dec 9 Salon Excellence).
🤝 DEPARTMENT: MANAGER 1:1
One-on-one data could not be loaded. Unable to report on recent COO or manager meeting notes. Data source needs investigation.
📧 CUSTOMER FEEDBACK
No emails from contact@yachtclubsalon.com in the last 24 hours.
📧 TAYLOR'S EMAILS
No emails from Taylor in the last 3 days. No briefing replies from Taylor in the last 3 days.
📧 EMAIL HIGHLIGHTS
Email export failed today (JSON parse error). No email summary available. Needs fix before tomorrow's run.
💬 iMESSAGE
- +16023915928 (Mar 17, 4:13 AM): "How much does THAT cost?!" + Instagram reel link. Appears to be a personal/inquiry message — may warrant a reply if business-related.
📊 PHOREST DATA
3 reports routed at 06:03 AM: Staff Performance Detail Daily, Future Appointments 90 Days, Staff Tips Daily. All delivered to data/incoming. 15 warnings from duplicate file re-routing of 3/16 backlog.
💰 PAYROLL SNAPSHOT
- Feb 2026 payroll: 76% of revenue — above 65% target and above 75% red threshold
- Feb 2026 revenue: $93,888 with net loss of ($4,273)
- Mar 2026 MTD: $60,398 through day 17 — pacing ~$106,585/mo annualized (improvement over Feb)
- 2026 YTD net: ($18,422) across 3 months
- No payroll report today (runs Mondays)
📅 PAYROLL CALENDAR
Pay Period 7 (2026-03-16 → 2026-03-29) — Day 2 of 14 | 8 working days remaining
📋 YCS Payroll Review has pending items for PP6/PP7: - TERMINATION: Megan King, effective 03-07-2026 (PP6) — 33.6 hrs PTO payout, expense chargeback -$169.96 - BONUS PAY: Teagan — split hours starting Tue Mar 3 at $16.75/hr for support staff days (Tue/Wed), separate from associate wage, excluded from wage-vs-commission calc - BONUS PAY: Erin Frost — worked Thu 3/12 at $16.75/hr support staff rate, excluded from wage-vs-commission calc - REMINDER: Run prior month full retail payout for retail commission
✅ TODAY'S ACTIONS
- Fix COO agent permissions — grant read access to
_Agent_Runnerdirectory so tomorrow's scan works - Fix email export — JSON parse error blocking all email data
- Investigate Slack channel sync errors (4 errors) — likely bot still missing from channels since Mar 9
- Paychex WebEx call at 11:00 AM — Lugano Ridge LLC. Wrap by 11:45 sharp.
- TEN Salon Med Doc at 11:45 AM — Kinston Hub, Loveland. Note: back-to-back with Paychex.
- Review Kaeleigh's 2026 Education Calendar — posted Mar 11, comprehensive schedule through December
- Process payroll review items — Megan King termination payout, Teagan/Erin split-rate hours, retail commission payout
- Clean up Phorest incoming queue — 15 warnings from duplicate file routing
- Investigate 1:1 data source — failed to load today
- Address revenue shortfall — 2026 YTD -31% vs budget, Feb payroll at 76%. Review staffing and pricing.
🔄 DAYTIME WATCHER (Yesterday, Mar 16)
Watcher ran 5 cycles (8 AM – 6 PM): - Slack archive sync: Refreshed at 8:01 AM, 10:02 AM, 12:00 PM, 2:02 PM, 4:02 PM, 6:03 PM - Slack Archive Dashboard: Rebuilt 4 times (12:01 PM, 2:05 PM, 4:04 PM, 6:06 PM) after detecting channel changes - No file routing or other actions detected outside Slack sync
🤖 AGENT STATUS
| Agent | Status | Errors | Warnings |
|---|---|---|---|
| Briefing Compiler | ✅ | 0 | 0 |
| Calendar Export | ✅ | 0 | 0 |
| COO Daily | ⚠️ Permission denied | 0 | 0 |
| Cron Morning | ✅ | 0 | 0 |
| iMessage Export | ✅ | 0 | 0 |
| Ingest Daily | ✅ | 0 | 0 |
| Mail Export | ✅ | 0 | 0 |
| Outlook Export | ✅ | 0 | 0 |
| Phorest Router | ⚠️ | 0 | 15 |
| Runner Morning | ⚠️ | 0 | 15 |
| Slack Channel Sync | 🔴 | 4 | 0 |
| Slack Sync | ✅ | 0 | 0 |
| Vendor Learning | ✅ | 0 | 0 |
| Zoom Router | ✅ | 0 | 0 |
Priority fixes: COO agent permissions, Slack channel sync errors (4), email JSON parse error, Phorest duplicate routing (15 warnings).