The Library
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Sales report by SKU
Ranks products by units sold, revenue, margin, and stock health for the period you pick. Tells you what to push and what to wind down.
Monthly Shopify revenue readout
Turns last month's Shopify data into a 1-page readout: what mattered, what to fix, what to ask next.
Daily ad spend ROAS check
Quick scan of yesterday's ad spend vs revenue across Meta, Google, and TikTok. Flags loss-making campaigns before they bleed another day.
Weekly ecommerce metrics digest for the team
Compiles the 6 numbers worth knowing (revenue, orders, AOV, traffic, conversion rate, ad spend) into a Monday-morning email the team reads in 60 seconds.
Voucher liability + commission split reconciliation agent
A voucher + commissions workflow specific to multi-chair personal-services venues: liability position, revenue treatment, commission splits, GST on expired vouchers, and clean journals.
End-of-week wage cost vs revenue snapshot
A Sunday-night wage % vs revenue snapshot for the week, with a single specific roster change recommendation for next week. Best day, worst day, and the why behind each.
Practice growth strategy agent (quarterly)
Quarterly business strategy review: revenue, capacity, conversion, churn, fee model, hire/no-hire, niche tightening. Practice owner's CFO + COO + brain combined.
Quarterly business review agent (solo coach)
Runs a 90-day business review on yourself as a solo coach — revenue, capacity, energy, content, offers, and the one bet for next quarter.
Workflow: Stripe revenue analysis pipeline
Pulls Stripe data and analyses revenue patterns, churn, and customer cohort behaviour.
Write a 'lessons from $X to $Y' founder post
Drafts a founder post sharing the lessons learned scaling from one revenue milestone to the next.
Build a customer-funded growth plan
Plans how to grow profitably without raising venture capital, using customer revenue and prepays.
Build an acquisition target list
Builds a target list of potential acquisitions to grow capability, customers, or revenue.
Build an annual budget
Builds an annual operating budget across revenue and expense categories.
Build a forecast model
Designs a forecast model for revenue, headcount, or other future metrics.