Daily Operating Brief

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.

The product

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 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.
• The spine: a 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.