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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.

#data analysis

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.

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.

#operations

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.

No-show policy + comms agent (policy, reminder, post no-show)

A 5-piece no-show system: policy, confirmation email, 24-hour reminder, same-day confirm, and the post no-show message - all tone-matched to the venue.

Copilot

Simple 3-statement financial model

Build a 12-month founder-friendly revenue, cost, and profit model directly in Excel.

#data analysis

Monthly Shopify revenue readout

Turns last month's Shopify data into a 1-page readout: what mattered, what to fix, what to ask next.

#data analysis

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.

Weekly roster summary — team email

The "roster's up" email/message that lands every Sunday-ish. Highlights what matters (busy nights, new starters, open shifts) so the team scans it and acts.

#other

Workflow: Stripe revenue analysis pipeline

Pulls Stripe data and analyses revenue patterns, churn, and customer cohort behaviour.

Booking no-show / late-cancel reply

A short, calm reply when a guest no-shows or cancels last minute. Keeps the door open without giving up the deposit policy.

Group booking — 3-day-out final headcount reminder

Three days out from a group booking — locks in final headcount, dietaries, and deposit. The single biggest reason group bookings go pear-shaped is no headcount confirmation.

Staff roster — open shift cover request

A group-chat-friendly message asking the team to cover an open shift, written so the right person says yes first.

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.

Categorise a venue's weekly POS export

Categorise a week of POS takings (Square / Lightspeed / similar) into Xero-ready categories with GST status, fees and bookkeeper-flag column. Totals by category at the bottom.

#research

Build a forecast model

Designs a forecast model for revenue, headcount, or other future metrics.