Altitude Create
AI Client Brief
AI GENERATED60-Second Brief
Altitude Create is a multi-brand client with a large portfolio of websites and app/e-commerce initiatives (MedLeaf/Medley, Wellgreens/Walgreens locations, Campus/CampusGolfAcademy/Coach Now Academy + Thrive marketplaces, Woosh app, Ringline, and others). The relationship is highly execution-heavy: frequent reviews, rapid design/dev iterations, SEO + local SEO/GBP management (pins, appeals, reviews, holiday hours), and complex platform dependencies (Webflow hosting via Luna Creative, Dutchy SDK access, Shopify billing/app constraints, GA/GSC access). Immediate priorities are launching the Medley site, stabilizing and scaling GBP/SEO reporting during transitions, unblocking SDK/access items, and tightening delivery cadence for Campus Academy conference/demo timelines and Woosh testing releases.
Communication Style
Prefers frequent, action-oriented updates with clear owners and deadlines. Works best with calendar invites, shared SOPs/reports in chat + email, Loom walkthroughs for complex UI issues, and a single-threaded decision funnel (noted preference to funnel updates through one person to streamline).
Decision Makers
Alex (priorities, approvals, pricing decisions—especially Campus Academy), John (SEO strategy, reporting expectations, platform/SDK/tracking direction, migration decisions), Karen (brand/launch approvals, trust badges/reseller logos, operational sign-off), George (IT/domain/email approvals and execution that unblock GBP and launches)
Key Contacts
Alex (Primary stakeholder / project lead (client-side)): Needs frequent progress updates and clear next steps; prefers simplified homepage/content and fast iteration; often referenced for approvals, pricing finalization, and prioritization. John (Marketing/SEO + web stakeholder (client-side)): Wants regular SEO reporting (rankings/traffic), access to tools/dashboards, and updates on Dutchy SDK + tracking; expects presentations, site structure drafts, and migration recommendations. Karen (Operations/brand approvals (client-side)): Involved in Medley launch approvals, reseller logos/trust badges, and coordination items; ensure she receives final drafts and launch comms. George (IT/domain/email coordination (client-side)): Key blocker-remover for internal email/domain/utility email needs (GBP setup); requires direct calls to expedite. Derek (Woosh app stakeholder/tester (client-side)): Needs early builds and clear testing instructions (UDID/TestFlight); prefers practical, real-world testing loops. Horace (Attribution/tracking stakeholder (client-side/partner)): Conversion tracking integration discussions; needs alignment with Luis on SDK access and implementation steps. Luis (Technical gatekeeper for SDK/access (client-side/partner)): SDK access is a recurring dependency; requires persistent follow-up and clear technical asks. Chris Smeal (Campus matching terminology/alignment stakeholder): Needs scheduled alignment call to standardize terminology for matching features and messaging. Nick (Sales/onboarding process stakeholder): Onboarding meeting needed; expects proactive asset/content management and deadline enforcement.
Active Projects
Recent Wins
Current Challenges
Churn Risk Assessment
55% RISKRisk Factors
- ⚠No action items logged (0 total), preventing measurement of progress and accountability
- ⚠No recent meeting sentiment data, limiting visibility into client satisfaction and relationship trajectory
- ⚠Completion rate is effectively unmeasurable/0% due to no tracked tasks, which can mask delivery issues
Retention Recommendations
- ★Implement action-item tracking immediately: capture 3–7 concrete next steps per meeting with owners and due dates to establish measurable progress
- ★Add a lightweight sentiment capture after each meeting (e.g., 1–5 satisfaction rating + brief notes) to establish a trend baseline
- ★Send a same-day meeting recap including decisions, action items, and timelines to reinforce accountability and improve follow-through
- ★Review the last 2–3 meetings and retroactively document any implied tasks/outcomes to rebuild continuity and ensure nothing is slipping
- ★Set a recurring cadence for status updates between meetings (email/Slack) and track response times to validate ongoing engagement beyond meetings
Health Score Breakdown
Altitude Create shows strong recent engagement via meetings (10 total, with a meeting held today and 0 days since last meeting), which supports a solid engagement score. However, there are no tracked action items (0 total) and no sentiment data from recent meetings, creating major visibility gaps into progress and satisfaction. The lack of action-item tracking limits the ability to confirm forward momentum and outcomes, and the absence of sentiment signals makes satisfaction uncertain. Overall health is moderate: engagement appears active, but delivery/progress tracking and satisfaction measurement are insufficient, increasing risk.
Brief generated: Feb 3, 2026, 5:05 PM
Contact Information
General (No Specific Website)
Meetings (20)
Action Items (168)
Send Altitude Team the utility email address necessary for Medley’s GBP setup
Call George to expedite the internal email and domain coordination for Medley GBP
Send John presentation on the PVC game plan and draft site structure
Follow up with team to remove outdated photos from Google Business Profiles to maintain consistent branding
Continue investigating SDK capabilities for Dutchy e-commerce theme creation and update John accordingly