What it produces
Files, not widgets.
Everything below lands on your computer as a real file you can open, forward, print or ignore. Previews show the format with sample rows. They are not a customer's data.
Executive
The one file you actually read.
Morning Brief
morning-brief.mdweekday mornings- What it is
- An email-length summary of what ran overnight, what changed, and the one or two things that need you.
- How often
- weekday mornings
- Built from
- Overnight agent runs, your calendar, your inbox, the ledger.
- What you would normally pay
- A chief of staff or executive assistant, part of every morning.
Sales
Replies and lists, never sent without you.
Lead Replies
drafts/ (your email)hourly, business hours- What it is
- Replies to new inquiries, written in your voice and threaded to the right conversation. By default they wait for your approval. Switch the agent to auto-send and they go out on their own.
- How often
- hourly, business hours
- Built from
- New inquiries across your forms, inbox and lead platforms, plus your price list and calendar.
- What you would normally pay
- An inside sales rep or answering service, paid per lead or per month.
Marketing
A month planned, written, and re-planned as the week changes.
30-Day Content Calendar
content-calendar-october.mdmonthly, refreshed daily- What it is
- A month grid with a hook written into every day, plus a full script for each piece the night before it is due.
- How often
- monthly, refreshed daily
- Built from
- Your services, seasonality, past posts, and the voice rules in your company file.
- What you would normally pay
- A content marketer or freelance writer, billed per month or per piece.
Competitor Report
competitors.mdweekly- What it is
- What the competitors you named changed this week: prices, offers, reviews, ad creative.
- How often
- weekly
- Built from
- Public pages, reviews and ad libraries for the competitors you name.
- What you would normally pay
- A marketing analyst, or an agency's quarterly report.
Ad Spend Reallocation
spend-plan.mdweekly- What it is
- Spend by campaign against verified revenue, with a recommended move for next week. Moving money above the cap requires your approval.
- How often
- weekly
- Built from
- Ad platform spend and your verified revenue by source. Platform conversions never stand in for revenue.
- What you would normally pay
- A paid media manager, usually a percentage of spend.
Finance
Books that are current as of last night.
Bookkeeping Ledger
ledger-2026-09.csvnightly- What it is
- Every transaction from your processor and bank feed, categorized against your chart of accounts. Unmatched items are flagged for you, not guessed.
- How often
- nightly
- Built from
- Your payment processor, bank feed (read-only) and accounting software.
- What you would normally pay
- A bookkeeper, monthly, with the books usually a few weeks behind.
Weekly P&L
weekly-pl.xlsxFridays- What it is
- Profit and loss built from the reconciled ledger. Any line whose source could not be reached is marked unavailable, never zero.
- How often
- Fridays
- Built from
- The reconciled ledger. Unreachable lines say unavailable.
- What you would normally pay
- A bookkeeper or fractional controller, monthly or quarterly.
Balance Sheet
balance-sheet.xlsxFridays- What it is
- Assets, liabilities and equity as of the end of the week.
- How often
- Fridays
- Built from
- The ledger, open invoices, open bills and account balances.
- What you would normally pay
- Same as the P&L. Usually only produced at tax time.
Customer Success
Who is drifting before they leave.
Customer Health List
customer-health.mdweekly- What it is
- Every active customer scored on recency, spend and sentiment, with the ones drifting listed first.
- How often
- weekly
- Built from
- Job history, payment history, support threads and review activity.
- What you would normally pay
- An account manager reviewing the list by hand, when there is time.
Website & SEO
One file, double-click to open.
Dashboard
dashboard.html3× every weekday- What it is
- A single self-contained file you open by double-clicking. Rebuilt from live sources; anything unreachable is shown as unavailable.
- How often
- 3× every weekday
- Built from
- Every other file on this page, plus web analytics and search console.
- What you would normally pay
- A BI tool subscription plus someone to maintain it.
Pick which of these you want first.
The intake asks. The Agent Improvement Plan puts them in order.