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Alcreo Media

Websites: 11
Meetings: 1
Tasks: 28
Pending: 6

AI Client Brief

AI GENERATED
42
CLIENT HEALTH
NEEDS ATTENTION
STABLE

60-Second Brief

Alcreo Media is an agency/client partner relationship with multiple concurrent website builds/maintenances under management (Zodiac, Schaef, Aloha, Acuna, Brewer, Drink, Anderson, PureMovers, Kidzz, AllisonHVAC). The relationship appears operationally stable with no open action items logged, but current context is thin due to the most recent review meeting (2/5/2026) lacking notes. Immediate priority is to re-establish a shared snapshot of status, owners, timelines, and dependencies across all properties, confirm priorities for the next 2–4 weeks, and align on communication cadence and approval workflow to keep multi-site delivery predictable.

Communication Style

Not yet confirmed. Recommend a weekly consolidated status email (RAG status per site + next milestones + blockers + approvals needed) and a standing biweekly call for prioritization. Capture decisions and approvals in writing after each touchpoint.

Decision Makers

Tony (Alcreo Media) — confirm if final approver for scope, budget, and launch decisions or if additional stakeholders exist per website/client.

Key Contacts

Tony (Primary client contact (Alcreo Media)): Preference unknown; confirm best channel (email/Slack), desired update cadence, and approval process. Likely coordinating multiple sites—send consolidated, scannable status updates. Haris (Internal account/project lead (BrandRap)): Ensure centralized tracking across all sites; drive agenda-based check-ins and capture decisions in writing to prevent cross-project drift.

Active Projects

Zodiac website/project support (status to be confirmed)
Schaef website/project support (status to be confirmed)
Aloha website/project support (status to be confirmed)
Acuna website/project support (status to be confirmed)
Brewer website/project support (status to be confirmed)
Drink website/project support (status to be confirmed)
Anderson website/project support (status to be confirmed)
PureMovers website/project support (status to be confirmed)
Kidzz website/project support (status to be confirmed)
AllisonHVAC website/project support (status to be confirmed)

Recent Wins

No documented wins available (latest meeting on 2/5/2026 has no summary).
Operational note: no open action items currently logged, suggesting no immediate blockers captured—validate this reflects reality.

Current Challenges

!Lack of documented meeting summary from Alcreo Review (2/5/2026) creates visibility risk on priorities, decisions, and next steps.
!Multi-site scope increases risk of missed dependencies, unclear ownership, and inconsistent timelines without a single source of truth.
!No open action items listed may indicate tracking gaps rather than absence of work—confirm deliverables and pending approvals.

Churn Risk Assessment

62% RISK

Risk Factors

  • Only 1 total meeting recorded, indicating limited engagement history and potentially inconsistent cadence
  • No action items created, limiting accountability and making it difficult to demonstrate progress/value
  • No meeting sentiment data available, preventing confirmation of satisfaction trends
  • Completion rate is effectively untrackable due to zero logged action items (appears as 0%)

Retention Recommendations

  • Establish a recurring meeting cadence (e.g., weekly or biweekly) and schedule the next 2–4 sessions in advance to stabilize engagement
  • Start logging action items for every meeting (owner, due date, success criteria) to create measurable progress and improve accountability
  • Implement a lightweight sentiment capture after each meeting (e.g., 1–5 satisfaction rating + notes) to build a satisfaction trend baseline
  • Send a post-meeting recap within 24 hours including decisions, next steps, and timelines to improve response timeliness and reduce ambiguity
  • Within the next meeting, align on near-term goals and KPIs so future action items map directly to outcomes and value delivery

Health Score Breakdown

Meeting Frequency
1800%
Task Completion
500%
Sentiment Trend
700%
Response Time
1200%

Client engagement is currently moderate-to-low. The most recent meeting was very recent (4 days ago), which is a positive indicator for active touchpoints, but there has only been 1 total meeting on record, suggesting the relationship is either very new or not yet in a steady cadence. There are no action items logged (0 total), which prevents tracking progress and outcomes and increases the risk of misalignment. Sentiment data is unavailable, so satisfaction cannot be validated from meeting feedback; as a result, satisfaction is scored as neutral with elevated uncertainty. Overall health is constrained primarily by lack of measurable follow-through signals (action items) and missing sentiment history, despite a recent meeting.

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

Contact Information

Name
Tony Regalmuto
Address
333 C St Suite 200, San Diego, CA 92101, USA

General (No Specific Website)

Websites (11)