Saturday · 7 June 2026
Good evening
Memos Out
$1,847,500
+3 new this week
Open Repairs
12
2 overdue
June Sales
$284,250
+18% vs May
In Custom Design
9
3 ready to deliver
Today's priorities
View all
Mr. Goldberg — 3ct cushion memo follow-up
$48,500
Anna R. — anniversary band ready for pickup
$12,800
Sterling appraisal — Yelena Chen
$165,000
Custom — Berkowitz pendant CAD review
$6,400
Custom design pipeline
Open board
Brief
3
Berkowitz
Rosen-Levi
Kohn
Rosen-Levi
Kohn
CAD
2
Berkowitz pendant
Schwartz band
Schwartz band
Wax
1
Goldfarb signet
Casting
2
Adler ring
Volkov tennis
Volkov tennis
Setting
1
Goldfarb signet
Finishing
0
—
Ready
3
Anna R. band
Kim earrings
Sterling brooch
Kim earrings
Sterling brooch
Recent activity
Memo placed: 2.8ct round D-VVS1 → Goldberg
14 DAYS AGO · $48,500
Sale closed: emerald-cut diamond stud earrings → Kim family
2 DAYS AGO · $24,800
Repair complete: vintage Tiffany solitaire reset → Sterling
3 DAYS AGO
Appraisal completed: estate sapphire necklace → Volkov
4 DAYS AGO · $145,000
CAD approved: custom signet ring → Goldfarb
5 DAYS AGO
Upcoming milestones
All
Kohn — 30th anniversary
JUNE 14 · 7 DAYS · GIFT IDEA: PEARL STRAND
Sterling — birthday
JUNE 23 · 16 DAYS · GIFT IDEA: SAPPHIRE PIECE
Goldberg — wife's birthday
JULY 5 · 28 DAYS · NOTE: 2.8CT MEMO PENDING
Pipeline · 7 active
Leads
| Tier | Client | Source | Interest | Value | Stage | Last touch |
|---|---|---|---|---|---|---|
| VIP | David Goldberg | Existing client | 3ct cushion D-VVS1 for wife | $48,500 | Memo out | 14 days ago |
| VIP | Yelena Chen | Principal direct | Appraisal renewal · 8 pieces | $165,000 | Scheduled | Today |
| A | Marcus Berkowitz | Referral (Sterling) | Custom pendant 1.5ct emerald | $6,400 | CAD review | Yesterday |
| A | Sergei Volkov | Walk-in (47W47) | Tennis bracelet 8ct total | $28,000 | Casting | 3 days ago |
| A | The Adlers | Anniversary follow-up | Eternity band reset | $9,800 | Casting | 3 days ago |
| B | Rachel Kim | Instagram DM | Stud earrings — birthday gift | $2,400 | Active | 4 days ago |
| B | Daniel Shapiro | Referral (Volkov) | Engagement ring · open spec | ~$15,000 | Discovery | 1 week ago |
12 active · 2 overdue
Repairs
| Job # | Client | Item | Work | Status | Due | Value |
|---|---|---|---|---|---|---|
| R-2026-0142 | Sterling | Vintage Tiffany solitaire | Stone reset, retip prongs | Ready for pickup | — | $1,400 |
| R-2026-0141 | Mrs. Goldberg | Tennis bracelet | Replace 3 missing stones | Overdue | Yesterday | $2,200 |
| R-2026-0140 | Yelena Chen | Sapphire ring | Rhodium plate | In polish | Tue June 10 | $180 |
| R-2026-0139 | The Adlers | Estate pearl strand | Restring · knot between | Awaiting client | — | $240 |
| R-2026-0138 | Volkov | Antique pocket watch chain | Repair broken link | In bench | Wed June 11 | $320 |
| R-2026-0137 | D. Goldberg | Cufflinks (gift from father) | Engrave inside | Overdue | 3 days ago | $120 |
| R-2026-0136 | Berkowitz | Wedding band | Size up 0.5 | Ready for pickup | — | $80 |
9 commissions in pipeline
Custom Design
Brief
3
Berkowitz pendant
Rosen-Levi necklace
Kohn anniversary set
Rosen-Levi necklace
Kohn anniversary set
CAD
2
Berkowitz (rev. 2)
Schwartz band
Schwartz band
Wax
1
Goldfarb signet
Casting
2
Adler ring
Volkov tennis
Volkov tennis
Setting
1
Goldfarb signet
Finishing
0
—
Ready
3
Anna R. band
Kim earrings
Sterling brooch
Kim earrings
Sterling brooch
Active commissions
| Client | Piece | Stage | Jeweler | Quoted | Due |
|---|---|---|---|---|---|
| Berkowitz | 1.5ct emerald pendant · 18k YG | CAD Rev 2 | Mikhail | $6,400 | June 22 |
| Schwartz | Eternity band · 1.5ct total · plat | CAD | Mikhail | $8,200 | June 28 |
| Goldfarb | Signet ring · family crest · 18k YG | Setting | Yuri | $3,800 | June 18 |
| Adler | Eternity band reset · 2ct total | Casting | Yuri | $9,800 | June 25 |
| Volkov | Tennis bracelet · 8ct total · plat | Casting | Mikhail | $28,000 | July 5 |
| Kohn | Anniversary set · pendant + earrings | Brief | — | ~$18,000 | July 14 (30th anniv) |
| Rosen-Levi | Tahitian pearl necklace · 18in | Brief | — | ~$22,000 | — |
Loose stones · 47 in safe · $1.2M total
Inventory
◆GIA 2287443891
Round Brilliant
2.81ct · D / VVS1 · EX/EX/EX
Depth 61.4 · Table 57
Depth 61.4 · Table 57
$48,500RAP -8%
◆GIA 5184992017
Emerald Cut
3.04ct · F / VS1 · EX/EX
Depth 65.2 · Table 64
Depth 65.2 · Table 64
$32,800RAP -12%
◆GIA 6395582108
Cushion Modified
2.05ct · E / VVS2 · EX/VG
Depth 68 · Table 58
Depth 68 · Table 58
$24,200RAP -6%
◆GIA 1156782034
Pear Brilliant
1.52ct · G / SI1 · EX/EX
L/W 1.55
L/W 1.55
$8,400RAP -15%
◇AGL R23-0488
Burmese Ruby (oval)
3.85ct · "Pigeon's Blood"
No heat · AGL certified
No heat · AGL certified
$185,000
◇SSEF 132401
Kashmir Sapphire (cushion)
4.12ct · royal blue
No heat · SSEF certified
No heat · SSEF certified
$248,000
◇GRS 24-031
Colombian Emerald (oct)
2.88ct · vivid green
Minor oil · Muzo origin
Minor oil · Muzo origin
$72,000
◆GIA 7298473201
Oval Brilliant
1.88ct · F / VS2 · EX/EX
L/W 1.38
L/W 1.38
$12,200RAP -10%
14 active · $14.2M lifetime value
VIP Clients
DG
David Goldberg
23
Pieces
11 yrs
Relationship
$104K
Avg piece
Wife's birthday July 5. Prefers cushion cuts. Always asks for D color. Has been waiting on the 2.8ct cushion memo for 14 days — push for closure today.
YC
Yelena Chen
17
Pieces
7 yrs
Relationship
$106K
Avg piece
Sterling reference. Strong preference for unique colored stones (Kashmir, Burmese). Refuses to wear anything mounted in white gold — platinum only. Annual appraisal due now.
SV
Sergei Volkov
12
Pieces
5 yrs
Relationship
$100K
Avg piece
Speaks Russian primarily. Long-standing family-network referral. Tennis bracelet in casting now. Often refers friends — Shapiro is a recent referral from this circle.
EA
The Adlers
28
Pieces
13 yrs
Relationship
$57K
Avg piece
Marina collects estate pearls and Edwardian-era pieces. Eric buys traditional. Eternity band reset in casting. Pearl strand restring pending Marina's drop-off this week.
PS
Sterling Family
61
Pieces
27 yrs
Relationship
$52K
Avg piece
Three generations of the family are clients. The vault has 14 of their pieces in long-term storage. Insurance appraisal of 8 pieces scheduled today.
RK
The Kohns
19
Pieces
17 yrs
Relationship
$47K
Avg piece
30th wedding anniversary July 14. Robert briefed an anniversary set last week — pendant + earrings, ~$18K target. Don't let him forget the date this year.
11 memos out · $1,847,500 currently consigned · 1 risk flag
Memos Out
| Memo # | Client | Item | Value | Days out | Status | Next touch |
|---|---|---|---|---|---|---|
| M-2026-0089 | Goldberg | 2.81ct round D-VVS1 (GIA 2287443891) | $48,500 | 14 | Decision today | Call before EOD |
| M-2026-0088 | Sterling | Kashmir sapphire pendant (SSEF certified) | $248,000 | 9 | Active | Friday June 13 · 5-day check-in |
| M-2026-0087 | Yelena Chen | 3.04ct emerald cut F-VS1 + setting | $32,800 | 6 | Active | Tuesday June 10 · 1-week check |
| M-2026-0086 | The Adlers | Edwardian estate brooch (5pc) | $22,400 | 11 | Active | Marina dropping by Wednesday |
| M-2026-0085 | Sergei Volkov | Burmese ruby (3.85ct, no heat) | $185,000 | 18 | 2-week check overdue | Today · phone call required |
| M-2026-0084 | Berkowitz | 1.5ct emerald (Muzo, AGL R23-0488) | $72,000 | 5 | Active | For wife's anniversary gift |
| M-2026-0083 | Kohn | Tahitian pearl strand · 18in AAAA | $28,500 | 19 | Active | For 30th anniv July 14 |
| M-2026-0082 | Daniel Shapiro | Engagement spec · 2ct round options | $58,200 | 22 | Risk · 30-day pending | Tomorrow · decision or return |
| M-2026-0081 | The Rosen-Levis | Estate diamond line bracelet | $78,500 | 4 | Active | Tuesday June 10 · 1-week check |
| M-2026-0080 | Sterling | Vintage Cartier watch · service evaluation | $1,073,600 | 27 | Outsourced for service | Awaiting service estimate |
Cadence engine — automatic touchpoints
Every memo gets an automatic follow-up schedule based on client tier and item value. The system handles the timing; you handle the conversation.
Day 7 — soft check-in (email + photo refresh)
AUTO · UNLESS CLIENT INITIATES SOONER
Day 14 — phone call from house
SURFACES IN DASHBOARD · YOU MAKE THE CALL
Day 21 — in-person reset (drop by office or schedule visit)
HIGH-TIER CLIENTS ONLY
Day 30 — risk flag (decision or return)
PROTECTS YOUR EXPOSURE · OVERRIDE FOR LONG-TERM HOLDS
Exposure by client tier
Tier 1 VIPs · $1,612,500 across 7 memos
EXTENDED-TERM POLICY APPLIES · NO HARD RETURNS
Tier A · $130,200 across 3 memos
STANDARD CADENCE
Tier B / new · $104,800 across 1 memo
14-DAY RETURN POLICY · INSURANCE COVERS
Total exposure across all memos: $1,847,500. Insured for $2.5M on the active-memo schedule (Jewelers Mutual policy). Audit log + chain-of-custody photos archived per memo.
128 pieces · $14.7M insured value · 14 expiring in next 90 days
Appraisals
Active Appraisals
128
$14.7M total value
Expiring (90 days)
14
Auto-reminders sent
Renewal Revenue YTD
$48,200
+24% vs LY
Avg. Turnaround
3.2 days
From request to delivery
Today + this week — appraisals due
All upcoming
| Client | Piece(s) | Value | Carrier | Expires | Status |
|---|---|---|---|---|---|
| Yelena Chen | 8 pieces · sapphire + emerald collection | $165,000 | Jewelers Mutual | Renewal today | Scheduled in-store |
| Sterling Family | 14 pieces · vault contents | $2,840,000 | Lavalier | June 12 · 5 days | Reminder sent |
| Goldberg | 23 pieces · full collection | $1,920,000 | Chubb Masterpiece | June 24 · 17 days | On track |
| The Adlers | Estate pearl strand · 18in | $8,400 | Jewelers Mutual | July 3 · 26 days | On track |
| Sergei Volkov | 3 pieces · estate gold | $72,000 | Jewelers Mutual | July 18 · 41 days | On track |
| Berkowitz | Wedding band set | $11,200 | Allstate | August 4 · 58 days | On track |
PDF generator — house letterhead
One click generates a full insurance-grade appraisal PDF on house letterhead. Includes piece photos (multi-angle), cert lookup verification (GIA / AGL / SSEF), stone specifications, replacement and market value, plus the appraiser signature block.
Photo capture station integration (multi-angle, color-calibrated)
JEWELLER'S PHOTOGRAPHY STANDARD
Auto-lookup of GIA / AGL / SSEF certificate numbers
PASTES CERT FACE INTO APPRAISAL
Replacement-value vs market-value side-by-side
INSURANCE NEEDS REPLACEMENT, ESTATE NEEDS MARKET
Carrier integration
Jewelers Mutual · 67 active appraisals
DIRECT SUBMISSION VIA PORTAL
Lavalier · 28 active appraisals
EMAIL DELIVERY · STANDARD FORMAT
Chubb Masterpiece · 19 active appraisals
PHYSICAL + DIGITAL · WHITE-GLOVE
14 other carriers · various
CLIENT'S CHOICE · WE FORMAT TO ANY STANDARD
42 milestones in next 90 days · 11 require outreach
Milestones
Next 30 days · highest-value
Calendar view
| Date | Client | Event | Recommendation | Budget | Outreach |
|---|---|---|---|---|---|
| Jun 14 | The Kohns | 30th wedding anniversary | Tahitian pearl strand · already memo'd | $28,500 | In hand |
| Jun 23 | Sterling family | Patriarch's birthday | Vintage Cartier item · Estate Sotheby's lot incoming | ~$40K | Reach out this week |
| Jul 5 | Goldberg household | Wife's birthday | 2.81ct cushion D-VVS1 · memo placed 14 days | $48,500 | Active conversation |
| Jul 9 | Berkowitz | 10th wedding anniversary | Custom emerald pendant in CAD · on track | $6,400 | In production |
| Jul 18 | Yelena Chen | Daughter's bat mitzvah | Strand pearls or sapphire studs · Chen prefers sapphires historically | ~$8K | Reach out by Jun 21 |
| Jul 28 | The Adlers | Marina's 60th birthday | Edwardian-era piece · she collects this period | ~$15K | Reach out by Jun 28 |
| Aug 3 | Daniel Shapiro | Engagement (target) | 2ct round options · memo open · narrowing fast | ~$58K | Close this week or lose |
| Aug 14 | The Rosen-Levis | Anniversary (silver) | Diamond line bracelet (already on memo) | $78,500 | Active |
| Aug 22 | Sergei Volkov | Wife's birthday | Burmese ruby (3.85ct) on memo · or commission new piece | $185K or custom | Reach out by Aug 1 |
Recommendation engine — how it picks
The system looks at three signals for each milestone: (1) the client's historical preferences (cut, stone, era, color), (2) what's currently in your safe matching those preferences, and (3) the family's known budget patterns from past purchases. It surfaces the best match plus 2-3 alternates.
Preference signal: per-client style profile (auto-learned + manually editable)
EX: GOLDBERG = CUSHION CUTS, D COLOR, MINIMUM 2.5CT
Inventory match: live filter over your safe contents
PULLED FROM INVENTORY · UPDATED REAL-TIME
Budget signal: average + median price of past purchases
EX: GOLDBERG AVG $104K · MEDIAN $58K
Outreach cadence per tier
Tier 1 VIPs · 60-day proactive lead
YOU CALL PERSONALLY · NO EMAIL TEMPLATES
Tier A · 30-day proactive lead
PERSONAL EMAIL OR CALL
Tier B + cold · 14-day reminder for one warm follow-up
DEAL-FOCUSED EMAIL
Past 12 months: 38% of milestone outreaches converted to a purchase. Average milestone-driven purchase: $34K. Best ROI activity in the house.
Stone dealers · jewelers · casting · refining
Suppliers
Supplier Network
Every stone you've ever sourced, every jeweler you've ever paid, in one searchable directory with history.
- Stone dealer directory with terms, payment history, last activity
- Bench jeweler tracking with assigned commissions + ratings
- Casting house, refining, polishing relationships
- Insurance, shipping, and security partner contacts
- Memo-out → memo-back chain tracking
- Spend-per-supplier annual reporting
JCK · GIA · Sotheby's previews · trunk shows
Trade Events
Trade Calendar & Pipeline
Track which events to attend, who you're meeting, and what's worth bringing back to clients.
- Integrated trade calendar (JCK Las Vegas, Hong Kong, Vicenza, etc.)
- Per-event budget, travel, attendee list
- Auction-house preview RSVPs (Sotheby's, Christie's, Bonhams)
- "Bring back for client X" list per trip
- Post-event capture: what you saw, what to follow up on
Sotheby's · Christie's · Bonhams · Phillips
Auction Lots
Auction Lot Watcher
Watch lots across the major houses that match your VIPs' tastes. Bid on behalf when the price is right.
- Lot scraping from Sotheby's / Christie's / Bonhams / Phillips
- Match-to-client engine (by stone preference, style, budget)
- Live tracking through hammer + premium
- Post-auction debrief: what hit, what missed, market implications
- Provenance tracking for purchased lots (chain of title)
Workshop schedule · bench assignments
Studio
Workshop Management
The bench is the bottleneck. Schedule jeweler time, balance workload, hit deadlines.
- Daily / weekly bench calendar per jeweler
- Workload balancing (Mikhail / Yuri / external)
- Time tracking per job for true cost accounting
- Material draw-down (gold, platinum, findings) per project
- Bench notes thread per piece (mid-project communication)
Monthly · quarterly · YoY
Reports
Business Reporting
Numbers that matter for a jewelry house: revenue, margin, inventory turn, client retention, and where the money is moving.
- Monthly sales by category (loose stones / finished pieces / custom / repairs)
- VIP cohort revenue (top-10 / top-25 / everyone else)
- Margin by piece, by jeweler, by source dealer
- Memo-to-sale conversion rate by client tier
- Inventory aging (stones in safe > 180 days)
- YoY comparisons + drill-down
Sales tax · use tax · multi-state nexus · insurance reporting
Tax & Compliance
↘ Shared engine — sourced from the Audit Practice cockpit · jewelry-flavored: luxury thresholds, insurance reporting, multi-state retail nexus
YTD Taxable Sales
$3.84M
Tier 1 luxury threshold
Sales Tax YTD
$340K
Across 4 states
Insurance Reports
62
Carrier-specific filings YTD
Use Tax
$28,400
Inbound stone purchases
Sales tax — current period
| State | Period | Taxable Sales | Tax Rate | Tax Due | Filing |
|---|---|---|---|---|---|
| New York | June 2026 | $248,200 | NYC: 8.875% | $22,028 | Q2 prep |
| New Jersey | June 2026 | $84,500 | 6.625% | $5,598 | Q2 prep |
| Connecticut | June 2026 | $42,800 | 6.35% (high-rate 7.75% for >$5K luxury) | $3,318 | Luxury rate triggered |
| Florida | June 2026 | $28,400 | 6% | $1,704 | On track |
Luxury / discretionary tax rates apply in CT, MA, NJ for individual pieces over $5K, $10K, $25K thresholds. System auto-applies the correct rate per piece per state. Annual reconciliation report ready every January.
Certs · appraisals · provenance · insurance · trade docs
Document Inbox
↘ Shared engine — sourced from the Audit Practice cockpit · jewelry-flavored: GIA / AGL / SSEF certificate OCR, provenance chain, insurance carrier filings
| Document | Type | Linked to | Auto-extracted | Status |
|---|---|---|---|---|
| GIA-2287443891.pdf | Diamond cert | 2.81ct round D-VVS1 | Carat / color / clarity / cut | Auto-attached |
| SSEF-132401-Sapphire.pdf | Origin cert | Kashmir sapphire 4.12ct | Origin · treatment status | Auto-attached |
| Provenance-Volkov-Burmese.pdf | Provenance chain | Burmese ruby 3.85ct | Owner history · auction record | Auto-attached |
| Sterling-Appraisal-2026Q2.pdf | Insurance appraisal | Sterling family · 14 pieces | Carrier: Jewelers Mutual | Filed |
| Bench-Mikhail-W9.pdf | Contractor W-9 | Mikhail bench jeweler | TIN verified · 1099 enabled | Active |
| Vendor-Statement-Stone-Co.pdf | Vendor statement | Stone dealer · June | $48K reconciled | Reconciled |
Stone + piece photography pipeline · AI-tagged · cert-linked
Photo Pipeline
↘ Shared engine — sourced from the Auto Parts AutoLister · jewelry-flavored: cert lookup integration, multi-angle macro photography, auction-quality output
Pieces Photographed Today
28
Avg 4 angles each
Cert Lookups Auto-Run
12
GIA · AGL · SSEF
Inventory Live
47
Stones with photo + cert
Avg Shoot → Listed
22 min
Photo to 1stDibs / Chairish
Recent pipeline runs
Same pipeline that handles 1,000 auto parts photos/day in our PA salvage operation — adapted for macro stone photography. Each stone gets 4 angles + crown-pavilion-girdle-table close-ups. AI runs the cert lookup, pulls in the cert PDF face, and writes the listing copy automatically.
2.81ct round D-VVS1 · shot, cert pulled, listed to 1stDibs + own site
22 MIN END-TO-END · GIA 2287443891
3.04ct emerald cut F-VS1 · shot, listed
18 MIN · GIA 5184992017
Kashmir sapphire 4.12ct · shot, SSEF cert OCR, listed
31 MIN · LONGER REVIEW · HIGH-VALUE