Sample output · made-up clients
Your Morning Brief
This arrives a few minutes after your brief time on your work days (8:00 am Eastern unless you change it), with the check-in emails already drafted in Gmail. The clients and numbers below are invented. Tell KP what you'd add, cut, or reorder.
Sample — not real data
[SmitaVA] Morning brief — Mon, Sep 28: 3 to reach out, 4 flagged
34 active clients · 3 due · 4 flagged · 5 drafts waiting in Gmail
Reach out today
- Summit Peak Roofing — 5 business days since email on Sep 21. Hasn't answered your question about adding the gutter campaign. Draft ready.
- Lakeside Exteriors — 4 days since call on Sep 22. You promised the September results recap. Draft ready.
- Ironclad Roof Co — 3 days since email on Sep 23. Health: Yellow. Good moment for a quick check-in call.
At risk
- Lakeside Exteriors — Appointments dropping: 9 booked in the last 14 days vs 16 the 14 before (−44%). Suggested move: send the recap with a plan to fix lead volume before they bring it up.
- Redline Roofing — Lead-quality complaint: email Sep 24, "half these people aren't answering the phone." Suggested move: call today, not email.
Upsell openings
- Summit Peak Roofing — Asking about more: email Sep 19 mentions opening a second crew in Round Rock. Suggested move: pitch the second service area.
- Crown Ridge Roofing — Consistent strong results: appointments up 5 weeks running. Suggested move: raise the budget conversation at Thursday's call.
Meetings today
- 11:00 Crown Ridge Roofing — prep arrives at 10:00
- 2:30 Bluebonnet Roofing — prep arrives at 1:30
Billing & numbers this week
- Redline Roofing — renews Oct 1 (3 days) · 9 appointments this cycle · ad spend $2,140 of $3,000 (71%). Worth resolving the lead-quality issue first.
Open promises
- Bluebonnet Roofing — you said you'd send new ad creative for approval (call Sep 25)