ResCore Clinic

Websites: 0

Meetings: 5

Tasks: 38

Pending: 38

AI Client Brief

AI GENERATED

CLIENT HEALTH

NEEDS ATTENTION

↑IMPROVING

60-Second Brief

ResCore Clinic is an early-stage client relationship centered on fixing stagnant sales performance by overhauling their marketing + analytics foundation. The engagement is expected to include an AI-friendly website redesign (with conversion tools like calculators/chatbots), SEO and GMB optimization, stronger lead tracking and reporting, and a sales-process/CRM overhaul (currently on Utterfly, with potential migration). Key near-term priorities are finalizing contract/scope, securing access to all accounts/data, completing a week-one audit, and aligning Steve (ResCore) with Mike Zuccolotto and Haris Karim’s team for an operational handoff and kickoff. A secondary workstream involves after-hours overflow lead outreach handled by Mike with a finder’s-fee model, supported by improved lead routing, objection handling, and nurturing automations.

Communication Style

Prefers quick, operational communication (Slack) for day-to-day questions and feedback, backed by structured deliverables (roadmap/timeline, dashboards). Needs clear ownership, deadlines, and concise decision requests. Regular check-ins should focus on blockers (access, approvals, handoffs) and measurable outcomes (leads, conversion, response time).

Decision Makers

Steve (final approvals on scope, billing, access, and operational changes), Haris Karim (agency-side delivery decisions and resourcing), Mike Zuccolotto (decisions related to outreach workflow, lead sharing rules, and finder’s fee execution)

Key Contacts

Steve (ResCore stakeholder / operations & sales leadership (primary client contact)): Needs daily visibility into performance; prefers fast feedback loops (Slack) and clear next steps. Sensitive to sales bottlenecks and operational efficiency; wants practical tools and reporting. Mike Zuccolotto (Sales/outreach partner (after-hours overflow inquiries; sales process input)): Action-oriented; focused on removing sales bottlenecks and improving conversion. Needs clear lead-sharing rules, compensation (finder’s fee), and access to relevant CRM/lead data. Haris Karim (Agency lead / strategy & operational handoff owner): Coordinates cross-functional delivery (marketing, analytics, ops). Needs client access + decisions to unblock audit, roadmap, and implementation. Evan Jiang (Agency team member (implementation support: analytics/tech/ops as assigned)): Will require timely access to accounts and documented current-state data flows to execute audits and tracking/dashboard setup. Samyar (Agency team member (implementation support: marketing/SEO/web as assigned)): Will need design preference examples, website access, and scope clarity to move website/SEO deliverables forward.

Active Projects

•Contracting & kickoff: finalize scope

•billing terms

•and signed SOW; schedule kickoff with Steve

•Mike

•and Haris

•Week-one audit: website

•marketing accounts

•tracking

•CRM (Utterfly)

•data flows

•and lead lifecycle review

•AI-friendly website redesign planning: homepage direction

•design drafts

•and conversion tooling (treatment plan calculators

•chatbots)

•CRM/ops modernization: assess Utterfly usage; plan migration or integration; define sales process improvements and automations

•Reporting & analytics: build real-time/daily dashboards for Steve; ensure lead tracking and attribution are reliable

•Lead routing & overflow outreach: implement lead sharing so Mike can work overflow inquiries after 5pm PST with finder’s fee model

•Local presence & demand capture: GMB optimization + SEO foundation (pending scope approval and access)

Recent Wins

✓Alignment achieved in late Nov 2025 meetings on core problems (sales bottlenecks, website redesign, and marketing strategy overhaul) and intent to engage Haris/Mike teams to restart growth

✓Clear backlog of actionable next steps established (audit, redesign, CRM, dashboards, lead routing), indicating strong momentum once contracting/access are complete

Current Challenges

!Sales stagnation and conversion bottlenecks; need tighter lead handling, objection management, and nurturing

!No summaries for 1/23/2026 meetings—risk of misalignment unless decisions and notes are captured quickly

!Access and data ownership risk: ad account/data control with previous agency; needs clarification and transfer plan

!CRM/platform uncertainty: Utterfly limitations and migration complexity; requires assessment before committing to tooling changes

!Telephony decision risk: Ring Central adoption should be paused until evaluated; phone stack impacts tracking and sales workflow

!Operational handoff complexity across Steve, Mike, Haris, and agency team—needs clear roles, SLAs, and communication protocol

Churn Risk Assessment

62% RISK

Risk Factors

⚠No action items are being tracked (0 total), preventing measurement of progress and follow-through
⚠No recent meeting sentiment data, creating low visibility into satisfaction and potential dissatisfaction
⚠With no action items and no sentiment, engagement may be activity-based (meetings) without clear outcomes

Retention Recommendations

★Implement action item tracking immediately: capture 3–5 concrete next steps after each meeting with owners and due dates
★Establish a lightweight sentiment capture after each meeting (e.g., 1–5 rating + brief notes) to create a satisfaction trend
★In the next meeting, align on a short-term plan (next 30 days) with measurable deliverables to convert meetings into outcomes
★Set a recurring meeting schedule (e.g., biweekly or monthly) and document agendas/decisions to maintain consistent engagement signals
★Review the last 2–3 meetings and retroactively log any implied tasks/decisions to rebuild continuity and accountability

Health Score Breakdown

Meeting Frequency

1800%

Task Completion

Sentiment Trend

500%

Response Time

2300%

ResCore Clinic shows moderate engagement based on having 5 total meetings and a relatively recent last meeting (17 days ago), which supports ongoing contact. However, there are no tracked action items (0 total), resulting in a 0% completion rate and making it difficult to demonstrate progress, accountability, or momentum. Additionally, there is no recent meeting sentiment data, which limits visibility into client satisfaction and increases uncertainty. Overall health is below average due to missing execution and feedback signals despite acceptable meeting cadence.

Brief generated: Feb 9, 2026, 12:00 AM