Straight talk: this app has grown into a lot of rooms, and it's time to make it genuinely great instead of just big. This isn't a satisfaction survey — it's us trying to understand, from the ground up, what this thing is actually for so we can rebuild it around the few things that matter. Answer honestly (especially the "this part is useless" answers — those help most). Notes under every question.
For: Jake · Dom · Rodrigo~25–30 min · worth every minuteBlunt answers welcome
What's in the CEO Copilot today — everything imported from the house spreadsheets, in four wings:
Most of it is read-only — it mirrors the sheets and the AI writes weekly summaries. The big questions below are: is that the right idea, which rooms earn their place, and what should this become.
1
What is this even for?
The most important section. If we get this right, everything else falls into place. Don't overthink — first instinct.
1.1Finish this sentence: "The CEO Copilot exists so that I can ______."
1.2Which best describes what you want it to be?
1.3When you open it, what's the very first thing you want to see?
1.4Honestly — how often do you open it right now, and why (or why not)?
2
Who's at the table
It's been "Jake & Dom only" because it holds payroll and cash. But the Brazil meeting changes the picture — let's get the people right.
2.1Who should actually be able to open the CEO Copilot? (tick all)
2.2The Brazil team from yesterday's meeting — what's their actual role in the business, and what do they need from a tool like this?
This is genuinely unclear to us on the build side — help us understand who they are and what they'd use.
2.3What came out of that meeting that this app should reflect? (You said it pivoted from AI toward financial stuff.)
2.4Do Jake and Dom actually want the same things from this, or different things?
3
Every room — keep, fix, or cut
Be ruthless. For each page, tell us if it earns its place. "Cut it" is a completely valid — and useful — answer.
3.1Go down the list. K = keep & love it · F = useful but needs fixing · C = cut / never use it · ? = never tried it
Bridge (overview)
Cash Flow
Collections
US Payroll
Offshore Payroll
Expenditures
Scoreboard (sales)
Lead Sources
Tastings
Roster
Projections (labor $)
Weekend Board
Prep
Shopping
Venues
3.2Ops (Weekend Board, Prep, Shopping) is kitchen/scheduling stuff. Does that belong in a CEO tool, or should it live only in the Kitchen/BEO apps?
4
Money — the heart of it
This holds cash and payroll — the sensitive core. Let's make sure it answers the questions you actually ask.
4.1What money questions do you need answered instantly that are hard to get today? (tick any)
4.2Payroll is read-only today (imported from sheets). Do you want to actually run or approve payroll from the app one day, or should the sheet always stay the boss?
4.3Do you trust the money numbers in there now?
5
Sales & Labor
Scoreboard, lead sources, tastings, roster, projections.
5.1What do you need to know about sales at the CEO level? (tick any)
5.2Lead-source tracking reportedly moved to Close (the CRM) around May 2026. Is the Lead Sources page here stale, and should it pull live from Close instead?
5.3The Roster and Projections (labor $ per event) — are these a CEO concern, or do they really belong to whoever schedules crew?
6
The AI — analysts, Chat & Reports
Every wing gets a weekly AI write-up; there's a Chat and saved Reports. This is where the app could be genuinely powerful — if it's pointed right.
6.1The weekly AI digests (Monday analyst notes per module) — do you read them?
6.2If you could ask this thing anything about the business and trust the answer, what would you ask? (List real questions.)
6.3Would you rather the AI wait to be asked, or proactively flag things ("cash dips below X next week", "this client is 30 days late")?
7
Data & trust
The whole app is fed by uploading spreadsheets. That's the biggest question mark for us on the build side.
7.1How does data get in today, realistically?
7.2Would you want the app to pull from the Google Sheets automatically (say, nightly) so nobody has to re-upload?
7.3Big-picture: are these spreadsheets the forever system of record, or do you eventually want the business run out of the app (or Close/GHL) and the sheets retired?
8
What's shitty — tell us straight
You said it yourself. This is the most valuable section — the more brutal, the better.
8.1What about the CEO Copilot right now feels off, confusing, or useless?
8.2Is the problem more that it's missing things, or that it has too much / the wrong things?
8.3If we deleted everything but three pages, which three would you keep?
9
The vision & the order to build
Last stretch. Where this goes, and what to do first.
9.1Six months from now, if the CEO Copilot were exactly right, what would it do for you that nothing does today?
9.2Rank what we should focus on first (number your top picks 1, 2, 3…):
A killer overview / Bridge — the whole company in one glance
Money clarity — real cash position, what's in, what's out, profit
Proactive AI alerts — it warns me before things go wrong
Ask-anything Chat you can trust
Auto-sync the data so it's never stale
Cut the clutter — fewer, better pages
Open it up to the Brazil team (with the right access)
Something else (notes)
10
Anything we got wrong
10.1Did any question above make a wrong assumption about how you see this app? Set us straight — and add anything we didn't ask.