Restoration Logistics

Websites: 2

Meetings: 8

Tasks: 40

Pending: 19

AI Client Brief

AI GENERATED

CLIENT HEALTH

NEEDS ATTENTION

↑IMPROVING

60-Second Brief

Restoration Logistics is a multi-service restoration/disaster response client focused on increasing qualified emergency leads through a mix of PPC, SEO (including large-scale content optimization across 1,400+ pages), and local reputation management. The relationship is currently centered on fixing PPC performance/lead quality issues, reconciling conversion tracking discrepancies (Google Ads vs. actual call quality), and strengthening local SEO/GMB outcomes—especially in Denver and Boulder. Recent work has shown positive engagement signals (improved CTAs, reduced bounce rates), but the client needs clearer reporting, faster feedback loops on call quality, and confidence that tracking and infrastructure (Cloudflare/GA accounts) are stable and accurate.

Communication Style

They need proactive, written follow-ups after meetings with clear action items, owners, and timelines. Performance conversations should be grounded in reconciled metrics (Ads + call quality + GMB call trends) and framed around lead quality, not just volume. Expect low tolerance for ambiguity in conversion reporting.

Decision Makers

Mike (Restoration Logistics stakeholder), St. George and Associates (influential partner group; likely involved in approvals and direction-setting)

Key Contacts

Mike (Client stakeholder (Restoration Logistics)): Appears directly involved in performance discussions; likely values clear, metric-backed updates and fast answers on PPC lead quality and tracking. St. George and Associates (Partner/consulting group involved with client): Multiple meetings logged; treat as influential stakeholders. Provide structured recaps, action plans, and clear accountability after each touchpoint.

Active Projects

•Restoration PPC optimization (budget allocation

•keyword targeting

•negative keywords

•seasonal emergency terms like frozen/burst pipes)

•SEO program: ongoing manual content audits and keyword-focused updates across 1

•400+ pages to improve rankings and AI-driven search visibility

•Local SEO & reputation management: expand review acquisition (tap cards) and streamline review URLs/redirects for multi-location GMB profiles

•Conversion tracking & attribution cleanup: investigate Google Ads conversion emails/data sources

•reconcile with call quality

•and evaluate/deprecate outdated GA accounts

•Technical reliability: investigate Cloudflare outage (5am PST) and report findings

•Conversion rate improvements: continue improving site CTAs and conversion pathways based on engagement metrics

Recent Wins

✓Site CTA and engagement improvements contributing to reduced bounce rates and stronger ranking signals

✓Established a consistent focus on lead quality feedback loops to refine PPC targeting

✓Clear alignment (as of late 2025 meetings) on combining PPC + SEO + reputation management to improve lead generation and conversion

Current Challenges

!PPC underperformance and recent drop in campaign success; root-cause analysis needed and communicated clearly

!Poor lead quality from PPC calls; requires tighter negative keywords, targeting refinements, and rapid call-quality feedback incorporation

!Conversion tracking discrepancies (Google Ads conversion emails vs. actual call outcomes); unclear data sources and attribution causing mistrust/confusion

!Need to maintain PPC performance tracking with current tools until alternative metrics are defined/approved

!Operational/technical risk: Cloudflare outage investigation pending; potential impact on tracking, site availability, and lead flow

!Complexity of managing reviews across multiple locations; redirect capability for review URLs not yet confirmed (dependency on Kudos product team)

Churn Risk Assessment

58% RISK

Risk Factors

⚠No action items recorded (0 total), preventing measurement of progress and accountability
⚠No recent meeting sentiment data, limiting visibility into satisfaction and potential churn signals
⚠Engagement is evidenced by meetings, but outcomes and next steps are not documented in the provided data

Retention Recommendations

★Implement action item tracking immediately: capture 3–5 concrete next steps after each meeting with owner and due date to establish measurable progress
★Add a lightweight sentiment capture after each meeting (e.g., 1–5 satisfaction rating + brief notes on concerns/positives) to establish a trend line
★Send a post-meeting recap within 24 hours summarizing decisions, deliverables, and timelines to reinforce momentum and reduce ambiguity
★At the next meeting, align on success metrics and near-term milestones (e.g., campaign launches, lead volume targets, CPL/CPA targets) so engagement translates into outcomes

Health Score Breakdown

Meeting Frequency

2000%

Task Completion

Sentiment Trend

700%

Response Time

2500%

Restoration Logistics shows moderate overall health driven primarily by consistent meeting cadence (8 total meetings) and a very recent last meeting (7 days ago), which supports ongoing engagement. However, there is no action item tracking (0 total action items), making it impossible to confirm progress, accountability, or delivery follow-through from either side. Additionally, there is no recent meeting sentiment data, limiting visibility into satisfaction and relationship trajectory. These data gaps increase risk because they reduce early warning signals and make outcomes harder to manage.

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