The weekly close, without the chasing.
CEOTXT collects KPI updates, follows up on missing numbers, and delivers your report.
One weekly cycle. Handled.
From requests to the final report, CEOTXT runs the cadence.
- 01Cycle opens
Request the numbers
Every KPI owner gets a request when their number is due. They reply by secure link, or by text where SMS is supported. No app, no login.
- 02Replies arrive
Log and verify
Each reply is logged to the right KPI and week, with an audit trail.
- 03Before close
Chase missing updates
Reminders go out 24 hours, 2 hours, and 30 minutes before close, only to missing owners.
- 04Owner is silent
Escalate gaps
The backup owner is activated. If the number is still missing, you hear before close.
- 05Close
Deliver the report
The report arrives by email with a secure link. Where SMS is supported, receive it by text too: what's on track, what slipped, and what needs action.
Six jobs off your plate.
The weekly work behind a reliable close.
Collect KPI updates
Owners reply by secure link or, where SMS is supported, text.
Send reminders
Follow-ups run on schedule. You stop being the reminder service.
Escalate missing numbers
Activate the backup owner, then alert you if the number is still missing.
Answer KPI questions
Ask about any KPI, owner, or week. Answers come from your data.
Pull connected data
Connect Stripe, Google Analytics, HubSpot, or Shopify to pull KPIs.
Keep an audit trail
Review every agent action and why it happened.
Set the agent's authority.
Choose how much it can do. Every action is logged.
Advisor
Get recommendations. You decide what happens.
Staged
Review prepared nudges and escalations; approve each before sending.
Full
CEOTXT runs reminders, escalations, and follow-ups. You make the calls.
Connect your AI.
Connect Claude or ChatGPT to read CEOTXT, submit numbers, and log follow-ups. It follows the same permissions and audit trail as human owners. Optional.