Operations Intelligence
A single decision-ready briefing email delivered at your chosen time every morning — pulled from your business systems, analyzed overnight, and written in plain English. Run your business on signal, not noise.
The Problem This Solves
You have three CRMs open, two calendar views, an email inbox, a project tool, and a financial dashboard. Somewhere in all of that is the answer to "what do I need to do today?" — but finding it takes an hour you don't have.
By the time you've assembled a complete picture, the morning is gone.
The Daily Executive Briefing does the assembly work overnight. One email, delivered at your preferred time, pulled from your systems, analyzed for what matters, and written in plain language — so you start your day knowing exactly what needs attention.
What You Get
Delivery
Day 1 — Discovery. We identify the business systems to pull from and the decisions you actually make each morning.
Days 2-5 — Integration. We connect to your data sources — CRM, calendar, email, financial systems — and build the analysis pipeline.
Days 6-8 — Analysis Engineering. The briefing template is designed around the specific decisions your business requires. Claude analyzes patterns from historical data to tune the signal-to-noise ratio.
Day 9-10 — Test and Launch. We run 5 test briefings against real data before the first live delivery. You review and confirm the format, then we flip it live.
Monthly optimization. Every month we review what you engaged with vs. what you ignored. The briefing gets sharper over time.
Who This Is For
Pricing
Live in 10 business days.
What's Included
Questions
Still have questions? The 30-minute call is the fastest way to get answers specific to your business.
Book a 30-Minute CallMost common SMB stacks: HubSpot, Salesforce, QuickBooks, Xero, Google Workspace, Microsoft 365, Jobber, Housecall Pro, ServiceTitan, and others. We confirm your specific stack during discovery.
No. The briefing is written in plain English for owners and operators. No charts to decipher, no data science background needed.
Yes. The briefing is built around the specific decisions your business requires. Want to see pipeline health? We include it. Want to see team utilization? We include it. Not interested in something? We remove it.
We confirm during discovery. Most modern tools have APIs we can connect to. If yours doesn't, we'll tell you honestly whether we can make it work.
Different purpose entirely. Those are dashboards — you still have to go look at them and interpret what you see. This is a written briefing delivered to your inbox, analyzed for you. You can have both, but most owners find the daily email replaces 80% of their dashboard time.
Some messiness is normal. We work with your data as-is. If we find gaps or inconsistencies during setup, we tell you — and sometimes cleaning up a source system is worth doing before we go live.
Yes. We connect to your systems via API with the minimum required permissions. Data stays in your tools — we pull only what's needed for analysis, and the analysis itself runs on secured infrastructure.
On the 30-minute call we walk through your systems and identify what your briefing should cover. You'll know within 30 minutes whether the Daily Executive Briefing fits your business — or whether a different one of our nine automations makes more sense.
Book a 30-Minute CallNo pitch deck. No fake urgency. A real conversation about your operations.