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Ready-to-Launch System

Daily Business Brief

One message each morning: what came in, what needs attention, and what is on today.

Moredo Daily Business Brief summarising the day's leads, quotes and payments in one morning message
From $950 CAD
One-time implementation. Your figure is confirmed in writing after the Automation Review, before any work begins.
The problem

The information exists, but it is spread across four tools. Checking all of them every morning takes longer than it should, so most days it does not happen.

Compiled
→
Flagged
→
Delivered
Business outcome
One message instead of four logins.
What it can do
✓Pull from the tools you already use for leads, quotes, invoices and jobs
✓Summarise what came in and what changed since yesterday
✓Flag what needs attention, such as unanswered leads or overdue invoices
✓List what is scheduled for today
✓Deliver it at the time you choose, by email or text
What you get

Implemented, tested and handed over.

Included in the implementation
✓Configured around the tools you already use and the numbers you care about
✓What counts as needing attention, agreed with you
✓Delivery time, format and recipients set to your preference
✓Tested against real days of your data before it goes live
✓Documentation and handover at the end of the build
Not included
Financial, accounting or profitability advice
Forecasting or predictions about future performance
Ongoing monitoring and maintenance, unless you add Moredo Care
01
Automation Review
We agree what belongs in the brief, which tools it reads from, and what should be flagged, then write the scope down.
02
Build and connect
We connect the sources, build the summary and set the delivery time and channel you asked for.
03
Test and launch
We run it against several real days and check the brief against the tools themselves, then launch and hand over documentation.

The brief reports what your tools already contain. It does not forecast, and it is not financial or accounting advice. What can be included depends on which of your tools allow their data to be read, confirmed during the Automation Review before you commit to anything.

Start with this system.

Book an Automation Review. We confirm what can be connected in your setup, and the exact figure, before any work begins.