Daily Operating Brief
One page every morning: yesterday’s calls, leads, jobs, spend and cash, the three things that changed and what to do about them, delivered to your inbox and a live dashboard.
The problem
The numbers exist, spread across the ad account, the CRM, the phone system and the bank feed. Pulling them together is a Friday job that slips to Monday, then to next month. In the meantime, decisions get made on feel.
What it does
One page every morning: yesterday’s calls, leads, jobs, spend and cash, with the three things that changed and what to do about them. Pulled automatically, written in plain language, delivered to your inbox and to a live dashboard your managers can open on a phone.
Built with
Your ad accounts, call tracking, CRM and accounting. A small database and dashboard in accounts you own. Claude (the AI model) for the writing.
How it runs
Two to four weeks depending on how many sources. If a source has no export, we say so before we start.
What you get
- The source map: every system, what it can export, and how often.
- One database that receives every source daily, with a per-location key where you have locations.
- The brief, in your inbox at the hour you pick, and the dashboard behind it.
- Alerts for the handful of numbers that should never move quietly.