Cannabis/CBD advertising compliance: avoid risky claims and document the rationale for any grey-area PPC tests, GBP integrity: pin changes, DBA submissions, and photo updates can trigger suspensions/visibility drops—move carefully and track every ticket +3

Lead quality is as important as lead volume; avoid celebrating raw conversion counts without call-quality validation, Attribution accuracy and reporting credibility—be cautious presenting performance conclusions until conversion source discrepancies are resolved +3

Avoid assuming priorities or performance outcomes without documented notes; validate before committing timelines., Be careful with cross-site changes (templates, SEO technical updates, tracking) that could unintentionally impact other properties. +1

Avoid making assumptions about what was agreed in recent meetings—notes are missing; confirm decisions in writing before executing., Be careful with cross-project confusion (abcarealtor vs. MySolarBids); keep updates and reporting clearly separated unless explicitly combined. +1

Avoid assumptions about performance outcomes due to missing meeting notes—verify current narrative before presenting conclusions, Be careful with reporting interpretations; ensure attribution/tracking is validated before recommending budget shifts +1

Avoid assuming project status, priorities, or approvals due to missing notes; confirm in writing., Be careful about timelines/commitments until scope and stakeholders are verified.

Avoid assumptions about scope, timelines, or priorities until the 3/25/2026 meeting outcomes are clarified., If healthcare/medical context applies, be mindful of compliance considerations (e.g., claims, testimonials, privacy) until confirmed.

Avoid making assumptions about scope, performance, or priorities until goals and KPIs are confirmed, Be careful with analytics/tracking discussions—ensure compliance considerations (e.g., healthcare/clinic context) are addressed once confirmed +1

Legal wording compliance on OEM part references (must add 'substitute' before OEM part numbers); avoid deviations or partial rollout, SEO risk from duplicate content across OEM replacement pages and OEM family informational pages—must maintain differentiated content and consistent canonical/URL strategy +3

Do not make simultaneous major changes to Google Business Profile (name/address/website/category) to avoid suspension—follow staggered best practices, Public closure messaging must match the finalized legal closure date and approved language +3

Avoid launching or proposing automated customer messaging without explicit opt-in/consent requirements clarified, Be careful about over-promising iMessage capabilities before confirming platform constraints, integration feasibility, and operational staffing to handle replies +1

Avoid use of AI-generated imagery where the client requests original assets—confirm image sourcing/rights before publishing, Do not publish blogs without adequate, brand-appropriate images; verify availability early to prevent last-minute delays +1

Reporting discrepancies and any perception of undercounting/overcounting leads or bookings (bring evidence, definitions, and reconciliations), Front desk workload and call visibility—avoid changes without impact sizing and explicit approval +3

Be careful discussing prior agency performance and ad account ownership—keep it factual and process-oriented (data access, permissions, transfer steps), Avoid pushing major tool changes (telephony/CRM) before audit findings; they explicitly want evaluation first +2

Vendor management (Butterfly) is high-stakes—avoid overpromising timelines until access is restored and data export feasibility is confirmed, Access/security: be careful with admin permissions, DNS/Cloudflare changes, and production environment control; document every access change +3

Call center performance can be politically sensitive—frame insights as process improvements, not individual blame; emphasize clinic-level trends and coaching opportunities., AI scoring of instructors may raise concerns about fairness and transparency—document rubric logic, scoring criteria, and limitations of the POC. +1

Avoid assuming project scope, timelines, or success metrics without confirmation., Be careful not to over-communicate or introduce new initiatives until goals and expectations are clarified. +1

Avoid assuming scope, timelines, or performance expectations without confirmation, Be careful not to reference past results, meetings, or commitments that are not documented +1

Avoid assuming scope, timelines, or success metrics without confirmation, Be careful not to initiate changes on Investbyali without clear approvals and access/ownership verification +1

Avoid assuming current scope, performance, or satisfaction level without confirmation, Be careful not to introduce new work or timelines until decision-maker and goals are validated +1