# Owner Exception Brief

## 7-Day Pilot Scope

### Objective

Build a single executive control brief that shows what matters now, who owns the issue, and what action needs to happen next.

### Pilot Includes

- one branded executive brief
- one operating lane or one portfolio slice
- exception detection across agreed source files
- named owner and due-date tracking
- one review call or written executive handoff

### Ideal Inputs

- occupancy or revenue exports
- maintenance backlog exports
- security or incident logs
- collections, balances, or aging reports
- any existing recurring operating summary the team already uses

### Buyer Outcome

By the end of the pilot, the buyer should know:
- where money is leaking
- what is drifting operationally
- what deserves executive attention first
- who needs to act next

### 7-Day Build Sequence

1. Day 1: confirm scope, audience, and success criteria
2. Day 2: collect source files and normalize the inputs
3. Day 3: build the first executive view
4. Day 4: add exception logic and action framing
5. Day 5: tighten for owner readability
6. Day 6: deliver pilot brief
7. Day 7: review results and convert to recurring cadence

### Pilot Price

- standard pilot: `$1,500` setup plus first month if approved
- fallback pilot: `$1,000` for one narrow operating lane

### What Happens After Pilot

If the pilot works, the next step is recurring delivery:
- weekly or daily executive briefs
- action-item carryforward
- optional meeting notes tied to the same owner action list
