Owner's Brief
One short brief every Monday: what happened, what's due, and what needs you.
“You don't know how the week went until the bank balance tells you.”
$750 setup + $99/mo · begins with a free 30-minute fit call
- Sales $18,240 ▲ 12% vs last week
- Leads 23 new · 6 hot · 2 waiting on you
- Cash $41,300 · payroll Thu covered
- Due sales tax filing Fri · 3 quotes expire
- Needs you call back Dan (Elm St bid) before Wed
What runs
4 workflows, set up once and kept running.
- [01]
Monday brief
Your calendar, deadlines and open loops for the week, in one email before 7 am.
- [02]
Business pulse
Sales, leads and cash compared with last week and last month, in plain English.
- [03]
Growth pulse
Where new customers came from and which channel is worth more of your time.
- [04]
Monthly report pack
A one-page month-end summary you can hand to a partner, lender or council.
Who it's for
Owners and managers who want the numbers without logging into five dashboards.
What you'll need
- →A calendar and email
- →Read access to your sales or invoicing tool
The monthly fee covers
- →Weekly brief and monthly report
- →We watch it run and fix anything that breaks
- →Monthly tuning as your business changes
- →One change request a month
- →Cancel any month, and you keep everything we built
Pricing
Three ways to get it.
Do it yourself
$19.99
Learn the same workflows from Claude for Business: The Practical Playbook.
See the guideOne workflow
$1,500
Pick one workflow from Owner's Brief. We build it, train you, and hand it off with 30 days of fixes.
About Workflow StarterThe whole pack
$750 setup
+ $99/mo
Every workflow above, run and tuned for you. Setup is 50% to start and 50% at go-live; the monthly fee starts when it's live.
Questions
- Which tools does it read from?
- Your calendar and email, plus whatever you sell and invoice through. We confirm the list on the kickoff call.
- Can my team get it too?
- Yes. We can send a manager version without the financials.