Sample report · real engagement, name changed
What an owner receives at the end of an X-Ray: a two-page brief, a 12-month plan to print and tick off, and a report and interactive dashboard from each executive who reviewed the business.
A real X-Ray of a single-location nail salon, built from the owner's own sales, booking and accounting data. The business is renamed Aurelia Nail & Spa; the figures are not changed. It shows three of the seven executives (Marketing, Finance and Operations). A full X-Ray adds Technology, Competitive, People and Legal.
The work is good, the ticket is healthy and the business is profitable. But seven in ten customers never return, the schedule ignores when people actually come in, and there is only five weeks of cash in the bank. All three are fixable this quarter for $29 a month.
$386K
Revenue, last 12 months
72%
Customers who never came back
9%
Profit margin
5 weeks
Cash cushion
Every action by phase, with an owner and a "done when". Print it and tick it off.
Open the plan →The same checklist, ticked on screen. Progress is saved in your browser.
Open the tracker →| Executive | Grade and headline | Files |
|---|---|---|
| Marketing Chief Marketing Officer | C. Retention is the whole problem. | Report (PDF, 6 pp) Dashboard |
| Finance Chief Financial Officer | B−. Profitable, but running on five weeks of cash. | Report (PDF, 6 pp) Dashboard |
| Operations Chief Operating Officer | B. Chairs are full on Saturdays and half-empty on Tuesdays. | Report (PDF, 4 pp) Dashboard |
Each dashboard has one tab per question the executive asked of the business ("Who comes back?", "Where does the money go?"), with calculators the owner can use to try their own numbers. Page 1 of each report is a one-page summary of the findings.
Each executive (an AI agent) studies its own area of the business using the owner's own data, and writes its findings as plain content: grade, key numbers, the questions it answered, the plan and the risks. It makes no layout choices.
The executives debate the tensions between their plans, and a final review writes the whole-business verdict and the combined 12-month plan.
One build turns that content into every file above, all in the same house style. Nothing is formatted by hand. The content behind this sample: engagement · marketing · finance · operations.
Start with a Discovery Session: a short AI-led interview that gives me what I need to scope the work and pick the right executives for your business. Or email me and we'll talk through whether it's a fit.