Leadership and data · Live demo
Owner daily briefing call
Calls the chief executive at a set time each morning with the numbers and issues that matter, then takes questions.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Leaders of a growing firm start the day hunting through email, dashboards and messages to work out what needs them. The one thing that matters is often buried.
How it works
- Pulls yesterday's results and today's decisions from your Command Centre
- Calls at the time you choose, in the voice you choose
- Covers billing, cash, new work and anything escalated by the leadership team
- Flags approvals that are over someone else's limit and waiting on you
- Answers follow-up questions on the call
- Emails the context behind each item so you can act straight away
What it connects to
- AgentMorning Owen. Quick briefing: yesterday the group took 14 new client enquiries, closed and invoiced 3 engagements for 412 thousand dollars, and two invoices over 60 days were paid.
- Owen (chief executive)Anything I need to deal with today?
- AgentTwo things. Kerry Adams, the CFO at Stonewick Foods, emailed you unhappy that their pricing review is two weeks late, and Rob Mackay needs your sign-off on a 486,000 dollar proposal for Larkfield Schools Group, which is over his limit.
- Owen (chief executive)Send me both.
- AgentDone. They're in your inbox now, with the engagement history and the proposal attached.
Illustrative conversation. Names, numbers and details are made up.
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Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
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