Question 1

What is CEOTXT?

Accepted Answer

CEOTXT runs the weekly operating close. KPI owners report by secure link or text where SMS is supported. CEOTXT escalates missing updates and sends you a report by email and secure link. People and AI teammates can own KPIs.

Question 2

How do AI teammates work in CEOTXT?

Accepted Answer

Connect Claude or ChatGPT to read CEOTXT, submit KPI updates, and log follow-ups. AI actions appear in the audit trail. AI teammates are optional.

Question 3

How does the weekly cycle work?

Accepted Answer

Owners get a request when a KPI is due and report by secure link or text where SMS is supported. Reminders go out 24 hours, 2 hours, and 30 minutes before the deadline. If an owner misses it, the backup is activated automatically. The completed report goes to you by email and secure link.

Question 4

What are the 9 Core KPIs?

Accepted Answer

Revenue, Cash Position, Pipeline, Burn Rate, Customer Count, Churn, NPS, Team Size, and Runway. You can add more.

Question 5

How are reports delivered?

Accepted Answer

By email and secure link, with an SMS summary where supported. Weekly reports roll into monthly and quarterly summaries.

Question 6

Can I manage multiple companies?

Accepted Answer

Yes. Each company has its own workspace, KPIs, and reports. Portfolio operators get a rollup view across their companies.

Question 7

What happens if someone doesn't submit their KPI?

Accepted Answer

CEOTXT automatically notifies the backup, who can submit the number.

Question 8

How do I handle data corrections?

Accepted Answer

Authorized users can correct submitted numbers. The audit log records who changed each number, when, and why.

Question 9

What KPI data types are supported?

Accepted Answer

Currency, Percentage, Integer, Decimal, Ratio, and Duration. KPIs can have custom targets and red, yellow, and green thresholds. Owners can comment on red KPIs.

Question 10

How long does setup take?

Accepted Answer

Setup time depends on your team. Choose KPIs or a template, assign owners, and set the close day and time.

Question 11

Where is my data stored, and is it secure?

Accepted Answer

Data is stored in the United States, encrypted with TLS 1.3 in transit and AES-256 at rest, and hosted on SOC 2-compliant infrastructure. Changes are logged.

Question 12

What integrations are available?

Accepted Answer

Connect Stripe, Google Analytics, HubSpot, or Shopify to pull KPI data automatically. AI teammates can connect through Claude or ChatGPT. Changes appear in the audit trail.

Question 13

How does pricing work?

Accepted Answer

Preview setup is free and cardless. Pay $9 at checkout before live use for month one, then $59/month from month two. Existing subscribers move to $59 at their next renewal. Every workspace includes unlimited KPIs and reports, email and secure-link delivery, AI teammates, and a full audit trail.

Question 14

What is the weekly close?

Accepted Answer

The weekly close is the deadline for owners to submit KPI updates. CEOTXT compiles them into a report showing each KPI's value, target, status, and trend.

Pricing

CEOTXT

Before you start

Frequently Asked Questions