The Monday brief, before the phone starts
Every number the founder needs on Monday lives in a different tool, bank, Xero, the quotes tracker, the shared inbox, so the week starts with two hours of tab-hopping and 40 unread chats before any real decision gets made.
One message instead of six tabs. The GM of a small trading firm asks on the way in; cash, pipeline and the week's fires arrive in one brief.
@Glimmer on the train in, 40 unreads already. Before I open any of them, Monday brief please: cash, pipeline, anything on fire.
Morning. Pulled Xero, the quotes sheet and the shared inbox overnight. Cash: S$186k in DBS; Thursday's payable run is S$74k against S$52k of receivables due the same week, so you dip to about S$164k midweek, fine, no action. Three things actually need you:
| Flag | Detail | Needs |
|---|---|---|
| Quote idle | XXXXXX quote, S$41k, no reply in 12 days | a nudge |
| Overdue | Inv 2314, S$18.4k, 21 days past due | a chaser |
| Shipment | Container due Wed; forwarder quiet since Fri | watch |
One caveat on the container: the forwarder's portal still shows Wednesday but there's been no vessel update since Friday, so I can't confirm it, I've emailed them and will flag you when they reply. Want me to send the quote nudge and a polite chaser on inv 2314?
Send both. First Monday in months I'm not doing archaeology in my own inbox 😅