Heliogold
AI Client Brief
AI GENERATED60-Second Brief
Heliogold is in the middle of a brand and business transition: Helio Gold Solar is closing and operations/marketing are shifting to the new Helio Builders brand. Our immediate focus is to execute a clean, compliant transition across paid media, website UX, SEO/citations, and reputation platforms (Google/Yelp) without triggering listing suspensions or losing lead flow. We’re also supporting development work, including rapid improvements to the Helio Builders website (hosting solar content) and an AI window measurement tool initiative discussed in the 12/5/2025 weekly meeting.
Communication Style
Weekly cadence (standing weekly meeting). Prefers clear, time-bound action items, staged rollout plans, and proactive risk callouts (especially for Google/Yelp changes). Provide written checklists and confirmation when each platform update goes live.
Decision Makers
Heliogold/Helio leadership (final approval on legal closure date, brand/domain decisions, and public-facing messaging), Platform owners/admins for Google Business Profile and Yelp (whoever holds primary access will effectively control timing/approvals)
Key Contacts
Hunter Davis (Agency team member): Owns/coordinates transition execution across channels; ensure clear timelines, staged rollouts, and risk-managed Google/Yelp updates. Haris Karim (Agency team member): Support on performance marketing/SEO execution; align PPC and SEO link-building with brand/domain shift. Noe Avalos (Agency team member): Support on web implementation and listings/reputation tasks; ensure site banners/popups/forms and directory citations are deployed accurately.
Active Projects
Recent Wins
Current Challenges
Churn Risk Assessment
78% RISKRisk Factors
- ⚠Only 1 total meeting to date, indicating limited relationship cadence and stakeholder alignment
- ⚠24 days since last meeting, suggesting engagement may be infrequent or stalling
- ⚠No action items logged, reducing accountability and making progress difficult to demonstrate
- ⚠No sentiment data captured, preventing confirmation of client satisfaction or early detection of dissatisfaction
Retention Recommendations
- ★Schedule a recurring meeting cadence (e.g., weekly/biweekly) and confirm key stakeholders/decision-makers attend
- ★Create and document action items from each meeting (owner, due date, success criteria) to establish measurable progress
- ★Capture sentiment after each touchpoint (quick rating + notes) to build a trend line and identify concerns early
- ★Send a concise post-meeting recap within 24 hours and request confirmation/feedback to improve responsiveness tracking and alignment
- ★Establish a short-term 30-day plan with 3–5 prioritized deliverables and reporting checkpoints to increase visibility and momentum
Health Score Breakdown
Heliogold shows low overall account health driven by minimal engagement signals: only 1 total meeting and 24 days since the last meeting. There are no recorded action items (and therefore no measurable progress tracking), and no sentiment data to validate satisfaction or momentum. With limited touchpoints and missing success-tracking artifacts, the account has elevated risk due to low visibility into outcomes and relationship strength.
Brief generated: Dec 29, 2025, 12:00 AM