Today

Morning Briefing — 2026-03-23 PRIORITIES 1. CRITICAL: Deliver accumulator probability analysis to Kevin — 2 days overdue. This is your most urgent revenue-protecting action. Kevin is your highest-value client and undelivered promises erode trust fast. 2. HIGH: Draft Kevin contract terms — move from invoice-only to signed contract. This strengthens both revenue stability and visa evidence. 3. HIGH: Draft advisory agreement for Laurent Gaye — formalizing this advisory relationship is visa evidence and strategic clarity. RISKS & BLOCKERS - Knowledge gap: Accumulator analysis requires deeper understanding of volatility surface and knock-in/knock-out barrier pricing. Knowledge readiness: NOT READY. Consider generating a knowledge brief before attempting the analysis. - Contract risk: Kevin is invoice-only. If relationship turns, no contractual protection. Priority to formalize. - Pipeline thin: Only 2 active clients. No pipeline deals in progress. Q2 target is 3-4 new conversations — need to start outreach. REALITY CHECK - MRR: £500 GBP + S$500 SGD across 2 clients. Healthy for stage but below visa threshold. - Overdue: 1 commitment overdue (Kevin accumulator analysis, 2 days). - Operating mode: Sell 70% / Build 30% — aligned with Q2 revenue push. - Visa evidence: 6 pieces collected across 5 types. Advisory agreement formalization is a quick win. - Source confidence: All data is user-entered (high confidence). No AI-extracted data pending review.