Your data is scattered.
Your Monday shouldn't be.
PulseOps connects your CRM, accounts, project management, and capacity planning tools — then delivers one clear Monday brief in Slack by 8AM. See what's on track, what needs attention, and what needs a decision, without chasing updates or opening endless tabs.
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Statemind Advisory — Weekly Operations Brief
Monday 5 May 2025 · Generated by 8AM
Pipeline Value
$1.84M
+$210K WoW
Team Utilisation
78.4%
↓ Target 82%
Overdue AR
$94,200
3 invoices
Project Margin
41.2%
↑ Floor 38%
Critical: Hartley Capital AR $61,400 now 47 days overdue. Partner escalation required.
Watch: Tom Nguyen at 112% allocation. Risk of delivery slip on Clearview project.
Positive: Luminary Health deal advanced to proposal — $280K in pipeline.
On it — calling Hartley this morning. Will escalate the AR. @Priya can you review the Tom allocation?
Will do. Already flagged with Tom — we can move the phase 2 kickoff to Weds to give him breathing room.
How it works
Three steps. One brief. Every Monday.
Connect your tools once. Each week, PulseOps checks what changed, groups the important signals, and turns them into a brief your team can act on.
Connect your tools
Link HubSpot, Xero, Google Sheets, and any other tools in your stack. PulseOps reads your data — it never modifies it. Setup takes under 15 minutes.
Receive your Monday brief
Every Monday by 8AM, Pulse delivers a structured operations brief to your #ops-intelligence Slack channel. Pipeline health, AR status, team utilisation, project margin — all in one place.
Ask follow-up questions
Something catch your eye? Ask Pulse directly. "Which client is most at risk?" "Who is overallocated?" "What is our cash runway?" Then log your decisions so you can track outcomes over time.
Problem
Data trapped in silos
Solution
Pulse reads HubSpot, Xero, and Sheets simultaneously — no manual consolidation
Problem
Reporting takes hours
Solution
Your Monday brief is ready before your first coffee. No analyst time, no spreadsheet formulas
Problem
Signals get missed
Solution
Pulse flags overdue invoices, overallocated consultants, and stalled deals before they become problems
Sample Output
The brief your Monday has been missing
This is exactly what a managing partner at Statemind Advisory receives every Monday by 8AM. Every figure is live. Every signal is actionable.
Weekly Operations Brief
Statemind Advisory · Monday 5 May 2025 · Generated by PulseOps
Executive Summary
This was a strong commercial week for Statemind, with three proposals submitted totalling $680K and the Thornfield Capital deal advancing to contract stage. However, two operational risks require immediate attention. Hartley Capital's $61,400 invoice is now 47 days overdue and requires partner-level escalation. Separately, Tom Nguyen's 112% allocation creates delivery risk on the Clearview Partners engagement. Margin on Clearview has also dipped below the 38% floor. Team utilisation at 78.4% is 3.6 points below target — partially attributable to the Nguyen overallocation compressing effective capacity elsewhere.
Key Metrics — Week on Week
Total Pipeline
$1,840,000
HubSpot — 14 active deals
Team Utilisation
78.4%
Target: 82%
Overdue Accounts Receivable
$94,200
3 invoices · Xero
Avg Project Margin
41.2%
Floor: 38%
Monthly Revenue Run-Rate
$312,400
vs. $290K target
Proposals Sent (7d)
3
$680K total value
Critical Signals — Action Required
Hartley Capital AR — 47 days overdue
Invoice INV-2387 for $61,400 is now 47 days overdue. This is above the 45-day escalation threshold. Hartley Capital last contacted 18 days ago (James Whitfield, call). Recommend: Partner-level escalation this week.
Watch List — Monitor Closely
Tom Nguyen at 112% allocation — Clearview Partners risk
Tom is committed to 9.2 days of billable work across three clients this week against an 8.2-day capacity. Phase 2 kickoff for Clearview Partners is scheduled Friday. Recommend: move kickoff to Wednesday and redistribute 1 day to Anika Brennan.
Luminary Health proposal — 6 days without response
Proposal for $280,000 sent 6 days ago. No response recorded in HubSpot. Historical win rate at this stage: 62%. Recommend: follow-up call before Thursday.
Clearview Partners margin at risk
Current blended margin on ClearView engagement is 34.1% against a 38% floor, driven by overrun in discovery phase (actual: 48h, estimated: 32h). Recommend: scope change conversation before next invoice.
Positive Signals
Luminary Health proposal advanced — $280K added to pipeline this week (WoW +17.2%)
Thornfield Capital deal moved to contract stage after partner follow-up last Monday
Three new proposals submitted with total value $680K — highest single-week volume in 2025
Overall project delivery health: 8 of 9 active engagements tracking on or ahead of schedule
Recommended Actions
| Action | Owner | Priority |
|---|---|---|
| Escalate Hartley Capital AR ($61,400, 47d overdue) | James Whitfield | Critical |
| Follow up Luminary Health proposal ($280K) before Thursday | James Whitfield | High |
| Rebalance Tom Nguyen allocation — move Clearview kickoff to Wednesday | Priya Nair | High |
| Initiate scope change conversation with Clearview (margin at 34.1% vs 38% floor) | Anika Brennan | Medium |
| Review two invoices 30-45d overdue ($32,800 total) — Hartley & Nova) | Tom Nguyen | Medium |
Live Demo
Ask Pulse what needs attention this week
Every Monday brief comes with a natural language interface. Ask follow-up questions, drill into specific clients, or explore the data behind any signal. Try the quick prompts or ask your own question.
Quick prompts
Pulse
Operations Analyst · Statemind Advisory
*Monday 5 May 2025 · 8AM*
Here is your current position:
- Pipeline: $1.84M across 14 active deals (+$210K WoW)
- Team utilisation: 78.4% (target: 82%) — Tom Nguyen at 112% requires immediate attention
- Overdue AR: $94,200 across 3 invoices — Hartley Capital $61,400 is 47 days overdue (above escalation threshold)
- Project margin: 41.2% average — Clearview Partners at 34.1% is below the 38% floor
2 critical actions this week: Escalate Hartley Capital AR and address Tom Nguyen's overallocation.
What would you like to explore?
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Built for
For teams where the full picture is never in one tab.
Built for service businesses making weekly decisions across clients, pipeline, cash, projects, and people — without one clean place to see it all.
Cross-source intelligence, built on 10+ years of operations practice.
Consulting & Advisory
For teams managing pipeline, delivery, utilisation, and margin across multiple client engagements.
Search & Client Services
For teams tracking mandates, client activity, revenue at risk, and delivery capacity across active work.
Growing Service Businesses
For operators who need one weekly view across sales, finance, projects, and people before the week starts.
Is your business a fit?
PulseOps works best for service businesses with recurring clients, active pipeline, and work spread across CRM, accounting, and project tools. It's especially useful once someone is spending part of their week pulling reports by hand.
What firms say
From the people running the operations
“Monday used to start with an hour of chasing numbers. Now Pulse just tells me what matters.”
Sarah K.
Managing Partner · Melbourne
“It caught a consultant at 112% allocation on a low-margin client. Neither our CRM nor Xero would have surfaced that.”
James T.
Operations Director · Sydney
“I stopped chasing bad-fit proposals after Pulse showed me we had a 20% win rate in that sector. Should have known sooner.”
Priya N.
Delivery Lead · Brisbane
“The brief lands at 8AM and I actually read it. It's the one thing that tells me how the week is going to go.”
Tom R.
COO · Perth
“Pulse flagged an overdue invoice on our biggest account the same week their deal went quiet in HubSpot. One call fixed both.”
Anna M.
Partner · Sydney
“We finally have a single view across pipeline, utilisation, and cash. It's not magic — but it feels like it on a Monday.”
Chris B.
Director · Melbourne
“Onboarding took less than a day. By the following Monday we had our first brief. That pace sets the tone.”
Rachel S.
Operations Manager · Adelaide
“Monday used to start with an hour of chasing numbers. Now Pulse just tells me what matters.”
Sarah K.
Managing Partner · Melbourne
“It caught a consultant at 112% allocation on a low-margin client. Neither our CRM nor Xero would have surfaced that.”
James T.
Operations Director · Sydney
“I stopped chasing bad-fit proposals after Pulse showed me we had a 20% win rate in that sector. Should have known sooner.”
Priya N.
Delivery Lead · Brisbane
“The brief lands at 8AM and I actually read it. It's the one thing that tells me how the week is going to go.”
Tom R.
COO · Perth
“Pulse flagged an overdue invoice on our biggest account the same week their deal went quiet in HubSpot. One call fixed both.”
Anna M.
Partner · Sydney
“We finally have a single view across pipeline, utilisation, and cash. It's not magic — but it feels like it on a Monday.”
Chris B.
Director · Melbourne
“Onboarding took less than a day. By the following Monday we had our first brief. That pace sets the tone.”
Rachel S.
Operations Manager · Adelaide
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