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MicrofirmOS
Dashboard
Revenue Health
Control Room
AI Coach
Clients
Pipeline
Offer Suite
Week of 8 September
Good morning, Marguerite.
Pre-flight brief · 3 moves
Three retainers, and the largest one expires this month. The quarter depends on Halden.
1Raise renewal with HaldenDraft note
2Chase the Brightwater proposalLog touch
3Unstick the positioning pageOpen
This month, active
$28,500of $30,000
Halden is 53% of it95%
Watch list
Halden & Co16 days
Positioning pageStalled
What's inside
See the whole firm. Decide like a Principal.
01Dashboard
A Monday brief, not a to-do list.
What moved since Sunday, and the three moves worth making before Friday, ranked by what they put at risk.
Since last Sunday
Brightwater opened your proposal3 times
Fenwick report moved to LandingOn time
New inbound from a referral+1
Positioning page still in review12 days
Halden & Co
ActiveRetainerSince Mar 2025
$15,000
per month
Engagement ends
26 Sep
Last contact
9 Sep · call
Share of revenue
53%
History
09 SepQ3 review call. Asked about hiring support.
28 AugDelivered the Q3 strategy deck.
02 JulScope expanded to include pricing work.
Advisory note · visible to you both
Lead with the Q3 results before the renewal ask. Propose the expanded scope, not the same one.
02Clients
Every client, the full record.
Active clients, past clients, and partners, with the history, renewals, and notes you would otherwise keep in your head. Open one before a call and you're caught up.
03Advisor · with a program
Your advisor, in the thread.
Accelerator and Ascension members work with a Prestige Bureau advisor inside the OS. Messages, voice memos, and delivered work sit right next to the numbers they're about.
PB
Your advisor
Next sitting · Thursday
Read your Halden notes. Go in with the expanded scope. I left you a memo on how to open it.
2:04 · transcript
Perfect. Sending the note tomorrow.
Delivered to your Offer Suite
Offer brief · 30 pages
Open →
AI coach · this week
Halden hasn't mentioned renewal. Do I raise it or wait?
Raise it. Sixteen days out, with 53% of this month riding on one client, waiting is the riskier move.
Want the note drafted? I'll use what you delivered last quarter.
Ask about a client, a number, or a decisionAsk
04AI coach
It reads the instruments.
Your first officer. It knows your clients, your numbers, and your pipeline, so its answers are about your firm.
05Revenue health
Altitude and runway.
What the firm earns each month, where it comes from, and what renews next. Concentration shows up before it becomes a problem.
Monthly recurringLast 6 months
$28,500
Apr
May
Jun
Jul
Aug
Sep
Retainers
3
Top client
53%
Next renewal
16 days
Pipeline
On the runway
Every proposal, conversation, and partnership, and where each one sits.
Control room
Everything in flight
Every job in the air, grouped by how close it is to landing.
With a program
The Offer Suite
Where delivered work lands: your offer brief, market research, and GTM strategy.
Integrations
Works with the tools you already use.
Google WorkspaceOutlookCalendlyZoomStripeQuickBooksSlackNotion
Seats open to the waitlist first
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