The Monday report
Sales, cash and pipeline in one plain-English email before you sit down
You check sales in one tool, cash in another, the pipeline in a third, and then you still don't know whether last week was good. So you ask someone to pull it together, and it arrives on Wednesday.
What we build in the hour
We connect the two or three places your numbers live (a spreadsheet, the CRM, Stripe, QuickBooks) and have an AI step write the Monday summary: what moved, what didn't, what to look at. One email, five paragraphs, same time every week.
What changes after
Monday starts with the answer instead of the question. Trends show up weeks earlier because the same numbers get compared the same way every time.
Questions
My numbers are in a spreadsheet someone updates by hand.
That's fine. The report reads the sheet. Later we can automate the updating too.
Can it go to the team?
Yes, with the parts you choose. Most owners send a lighter version to the team and keep cash to themselves.
Other things we can build in an hour
- Lead follow-upEvery new lead gets a reply in two minutes, in your voice, even at 2am.
- Client onboardingClient signs. The welcome email, folder, invoice and kickoff call go out on their own.
- Customer supportCommon questions answered in minutes from your own docs. The hard ones come to you.
- Admin workForms, emails and PDFs typed into the right place on their own. The copy-paste stops.
- SOPsRecord yourself doing it once. Get the step-by-step your team follows.
Watch it get built
The task you're thinking of right now. That one.
Twenty minutes, free. By the end of the call you'll know if an hour fixes it.
No pitch. No deck. If it's not a fit, I'll say so.