Sample brief

See what a daily executive brief could look like.

A real Monday brief, showing how Microsoft 365 activity becomes executive signals, risks, and action items. Read it in full on this page, or take the one-page PDF.

Download the sample brief

What you'll see

The same Monday-morning structure the kit produces: five sections, plain language, in 90 seconds.

MORNING BRIEF

Monday, 02 Jun 2026

Inbox

Sarah Chen (Meridian Wealth) : wants the revised SoA before tomorrow's review. Reply today.
David Park (compliance) : needs your sign-off on the Q2 attestation. Block 10 min before lunch.
Anna Whitford (prospect) : referred by James, asking about fee structure. Reply today or delegate to advice team.
Westpac BDM : quarterly check-in next week, choose a time.

Calendar

9:00 Team standup : usual cadence, nothing pending ROUTINE
10:30 Meridian Wealth review : Sarah's email above is the missing piece, read SoA changes first PREP
13:00 Lunch with referral partner (Tom Briggs) : he'll ask whether you'll commit to the joint event DECISION
15:00 → 16:30 Internal pipeline review, back-to-back with the 4:30 board prep, no break : push board prep by 15 min

Files

2026-Q2-Attestation.docx : David Park updated overnight, needs your sign-off (see Inbox).
MeridianWealth_SoA_v3.pdf : Sarah uploaded at 7:14am, this is the version for the 10:30.

Priorities

MUST DO TODAY

Sign Q2 attestation
Read MeridianWealth SoA v3 before 10:30
Decision on Tom Briggs' joint event

WOULD BE GOOD

Reply or delegate Anna Whitford
Confirm Westpac BDM time

DEFERABLE

Pipeline deep-dive (move to Wed)

Week shape

Meridian Wealth re-engaged and committed for FY26
Q2 compliance attestation lodged
Tom Briggs partnership decided either way
Two new prospects moved from "warm" to "meeting booked"

Thinking points

The Meridian relationship has needed 3 follow-ups in 2 weeks — is something shifting on their side worth a direct conversation?
Tom Briggs' joint event would commit one Saturday a month for six months — is that the right way to source clients in FY26?
What changed since yesterday: Sarah delivered the SoA revision overnight — the 10:30 is now a closing conversation, not a working session.

See what a daily executive brief could look like.

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