Operational intelligence from real client delivery

Workflows

Three systems to install before Q3 planning

The Founder Brief #001 — the three operating systems we install first at every client, and the order that makes each one cheaper than the last.

One report beats five dashboards — pick the number the week runs on.

4 min read

2026-07-01

7live dashboard views4pipeline stages tracked

Reporting & Dashboards

WHA Sales Performance Dashboard

We replaced scattered sales reporting with a single live sales performance dashboard — every deal, stage and automation signal in one screen, refreshed automatically every day.

The sales pipeline funnel — Discovery, Strategy, Macro, EOI with milestone progression — the structure of the live WHA dashboard, values anonymised.

Sales performance dashboard

2026-06-27

38campaigns tracked live3tools replaced

Marketing

Sundae Body Marketing Automation Stack

A marketing restructure wired into automation — the calendar syncs itself, digests write themselves, and campaign status reaches Slack without anyone chasing it.

The shipped Global Marketing Calendar — campaigns, launches and holiday moments on one timeline, names anonymised.

Marketing automation

2026-06-24

Operations

Teardown: the inbox that drafts itself

A section-by-section breakdown of the Founder Inbox OS — how a noise pre-filter, a rules-driven triage layer and human-approved drafts brought a seven-mailbox, multi-channel inbox under control.

Teardown of the inbox that drafts itself — the three decisions behind the Founder Inbox OS, from filtering noise first to the human-approved draft as the product.

Filter the noise before you automate — 81 messages dropped in one morning never reached the AI.

6 min read

2026-06-24

7mailboxes triaged81noise messages filtered in one morning

Operations

Founder Inbox OS

Seven inboxes and customer channels were feeding one overloaded team. We built a human-reviewed system that sorts every message, drafts the next reply and escalates anything that needs judgement.

Founder story video poster for Freckleberry: the founder in her shop with a play button, titled Freckleberry, How AI gave us our time back.

Inbox automation

2026-06-18

Reporting & Dashboards

The weekly reporting cadence that ends "how are we doing?"

A step-by-step playbook for replacing ad-hoc status questions with one scheduled report the whole team runs on — tools optional, cadence mandatory.

The weekly reporting cadence — pick the verdict metric, name an owner, and the report lands Monday 7am, automated.

A report nobody has to request is worth ten dashboards people have to remember.

5 min read

2026-06-17

4 minbrief → Meta draft0assets lost in handoff

Marketing

Meta Ads Creative Pipeline

Creative brief to Meta draft campaign without a human relay — assets flow from Drive through automation into draft campaigns, with a Slack approval gate before anything spends.

Creative brief to Meta draft campaign in four minutes — assets flow from Drive through n8n into a draft campaign, with a Slack approval gate before spend.

Workflow automation

2026-06-12

Automation

AI Automation Digest — June 2026

Five things that mattered in applied AI automation this month, filtered for operators — what we tested on real client systems and what we'd skip.

Five things that mattered in applied AI this month — the verdict board with adopt, deploy and skip calls from the June digest.

Long-context models finally make whole-inbox and whole-CRM reasoning practical.

4 min read

2026-06-10