1
2
3
4
5
6
7
8
9
⌫
0
↵
PPP HQ
Cockpit
Pipeline
Content
AI Diagnostic
AI Tools
Scorecard
Frameworks
Prompts
lock
Platform Performance Partners
Daily Cockpit
Section 00 — updated each morning
You decide.
The system executes.
2 minutes to update.
This Week's Win Condition
◈
One sentence — specific and measurable
Today's Top 3 — Written the Night Before
1
Needle Mover
Mark done
2
Pipeline Move
Mark done
3
Close Out
Mark done
Pipeline — Daily Activity Counters
Loading live data...
System — Your Four Entry Points
Module A
Revenue Engine
Pipeline + CRM
Module B
Authority Engine
Content + Drafts Queue
Module C
Diagnostic Engine
Platform Intake + Hypothesis
Module D
Knowledge Engine
Frameworks + RAG Library
Today's Schedule
Non-Negotiable Rules
Pipeline Math — Know Your Numbers
10
Messages
→
4
Responses
→
2
Calls
→
1
Diagnostic
→
1
Engagement
per 3 diagnostics
Today's Daily Brief
Today's Outcome
Deep Work Target
Tomorrow's First Block
End-of-Day Shutdown Checklist
Capture loose notes → #inbox
Clear open To-Do items — complete, push with date, or delete
Confirm tomorrow's calls are prepped
Set tomorrow's first block (write it above)
Close all tabs and browser windows
Quick Launch
Microsoft Stack
✅To-Do 📋Planner 📓OneNote 📅Calendar ✉️Outlook Email
LinkedIn Execution
✍️Create Post 💬Engagement / Comments
Utilities & Tools
🤖Claude 💡ChatGPT 📊Airtable — Module A 📊Airtable — Module B 📊Airtable — Module C ⚙️Make.com
Platform Performance Partners · Daily Cockpit · Section 00  ·  Rule: This page takes under 2 minutes to update each morning.
Module A — Revenue Engine
Pipeline
Live connections, opportunities, and outreach activity
Pipeline — Live Activity
Loading...
New LinkedIn Lead — Quick Entry
Log a new connection directly to Module A — Contacts
↗ Open in Airtable
Contact Name *
Company
LinkedIn Profile URL
Contact Type *
Relationship Stage
Context — what was the conversation about?
Pipeline Contacts — All Active (Contact Type = Pipeline)
Loading contacts...
Module B — Authority Engine
Content Queue
Drop an observation — draft appears in ~15 minutes
Today's Observation → Module B
New Content Idea
Sets Status to Ready to Draft — draft appears within 15 min
Drafts Queue — Weekly Cadence
This Week's Posts
—
Approved — Ready to Post
—
Module C — AI Diagnostic Engine
PPP Diagnostic
Pre-Call Scan · Full Diagnostic · Decision Engine · Pattern Memory · Advisory Fit
0 snapshots
01
Intake
02
Processing
03
AI Analysis
04
Snapshot
05
Airtable + Make
⚡ Pre-Call Scan — Run before every call 10 seconds · no full intake required
Revenue Range
Technician Count
Service Type
Geography (optional)
Likely execution breakdowns
Top 3 diagnostic questions to ask
Predicted operational weak points
A — Intake layer · Fill in during or after the call
↗ Airtable form
Platform Name *
Sponsor / Contact
Intake Stage
Trade Type
Annual Revenue ($)
Technician Count
Supervisor Span
Overtime %
Callback Rate %
Days to Invoice
Dispatch Load
Capacity Assessment
Presenting Symptoms * — what they told you
Operator Observations — what you saw
Pattern Intelligence — Observed Across Platforms (Last 90 Days)
Loading pattern data…
Recent Snapshots — Module C
Loading snapshots...
Weekly Review — CEO Scorecard
Scorecard
5 categories · numbers only · updated once per week
Rule: numbers only.
No storytelling here.
Live This-Week Counters — Airtable
Loading...
Authority
Posts Published (week)
Quality Conversations Started
Profile Views
Pipeline
Advisory Conversations Held
Follow-Ups Sent
New Opportunities Identified
Relationships
New Strategic Connections
Existing Relationships Advanced
Introductions Requested
Intellectual Capital
Frameworks Created
Diagnostics Improved
Content Ideas Captured
Execution Discipline
Deep Work Sessions Completed
Planner Tasks Closed
Weekly Steering Completed
Weekly Steering (WBR) — Updated Sunday or Monday AM
Last Week Review
This Week Priorities
Deep Work Blocks Scheduled
Risk to Week
Weekly History
WeekPostsConnectionsCallsDiagnosticsWin Condition
Module D — Knowledge Engine
Frameworks
Reference library — opens each framework in a new tab
Diagnostic Frameworks
Module C
CEO Churn Predictor
Identify leadership instability signals before they compound into platform failure.
Open →
Module C
EBITDA Leak Map
Trace margin erosion to its root cause across labor, dispatch, billing, and rework.
Open →
Module C
Decision Ownership Framework
Map who owns what decisions — and where accountability gaps are killing speed.
Open →
Execution Frameworks
Module A
100-Day Capacity Framework
Structure the first 100 days of a platform engagement around capacity, not just activity.
Open →
Module A
Value Creation Alignment
Align operator priorities with sponsor value creation targets — before the gap widens.
Open →
Module B
Board Readout Framework
Structure board-level reporting that shows progress, not just activity.
Open →
Hosting Note
Deploy
Upload all files to the same directory on Namecheap
Place PPP_Command_Portal.html and all framework files in the same folder on your server. The links above use relative paths and will work automatically once deployed to hq.platformperformancepartners.com (or whichever subdomain you set up on Namecheap).
Claude Prompt Library
Prompts
Pre-built prompts — fill in the brackets, copy, paste into Claude
Morning — Daily Brief + Task Ranker
↳ Pulls Win Condition + Top 3 from your Cockpit automatically
Content — LinkedIn Post Drafter
Post Type
Topic / Execution Signal
Podcast / Call Prep — Advisory Conversation Prep
Name
Company
Their Context (what you know)
Friday — Weekly Debrief + Reset
This Week's Win Condition
Full Task List (completed + incomplete)
Attachment Review — Operator / PE-Backed Context
No fields needed — this is a fixed operator-grade review prompt. Copy and paste into Claude with any document attached.
AI Portfolio — Execution Modules
AI Tools
Board-facing reports · Operator tools · PPP-branded PDF export
Board reports → PE sponsor ready.
Operator tools → in the room.
Board-Facing Reports
PE sponsor · board · QBR ready · downloadable PDF with PPP branding
3 tools
Board Report 01 · Financial Signals
Execution Signal Engine
Early EBITDA risk detection · variance explanations · decision recommendations
EBITDA
Field / Business Unit
Period
EBITDA Budget ($M)
EBITDA Actual ($M)
Revenue Variance (%)
COGS Variance (%)
EBITDA Var
—
enter values
Margin
—
vs budget
Risk Score
—
composite
Signal
—
action zone
Analyzing signals…
Execution Signal Engine — AI Output Ready
Board Report 02 · Revenue Recovery
Billing & Margin Leakage Detector
Work orders vs invoices · scope changes · unbilled work flags · margin leakage report
BILLING
Work Orders / Scope
Invoices / Billed Revenue
Period
Default Labor Rate ($/hr)
Target Margin (%)
Work Orders
—
Invoices
—
Coverage
—
Risk
—
Scanning for leakage…
Billing & Margin Leakage — AI Report Ready
Board Report 03 · M&A Integration
Integration Strain Scanner
Acquisition load vs operational capacity · integration risk level · failure likelihood
M&A
Platform Name
Acquisition Close Date
Dispatch Load
Techs Added via Acquisition
Total Current Techs
Systems Integrated (0–10)
Presenting Symptoms
Measuring integration load…
Integration Strain Scanner — AI Output Ready
Operator Tools
In-room · GM & VP Ops facing · tactical execution · workprint format
3 tools
Operator Tool 01 · Operations
Dispatch Optimization Layer
Technician load · job types · travel scheduling · daily dispatch recommendations
DISPATCH
Technician Roster
T1
Tech 1
Field technician
T2
Tech 2
Field technician
T3
Tech 3
Field technician
Job Queue
Shift Start
Avg Travel (min)
Date
Optimizing dispatch…
Dispatch Optimization Layer — AI Output Ready
Operator Tool 02 · Performance Intelligence
Execution Drift Detector
Expected vs actual · identifies where drift is occurring · cause-based insights, not just variance
DRIFT
Platform / Unit
Period
Context (optional)
Expected Revenue ($M)
Actual Revenue ($M)
Expected Jobs
Actual Jobs
Expected OT %
Actual OT %
Comparing expected vs actual…
Execution Drift Detector — AI Output Ready
Operator Tool 03 · Capacity Validation
Field Capacity Reality Check
Validates revenue-per-tech and throughput · modeled vs real capacity · gaps and levers
CAPACITY
Platform Name
Total Technicians
Annual Revenue ($M)
Avg Job Value ($)
Jobs / Tech / Day
Overtime %
Callback Rate %
Validating capacity assumptions…
Field Capacity Reality Check — AI Output Ready
Platform Performance Partners · AI Tools v2 · 6 Execution Engines  ·  Proprietary execution intelligence — not a dashboard.