AI Insights Hub

AI GENERATED

Client intelligence, health monitoring, and AI-generated insights

17

Total Insights

17

Completed

33%

Avg Client Health

10

Clients At Risk

Recent AI Insights

ClientHealthStatusKey ConcernsGenerated
ResCore Clinic
52%
completed
Healthcare/clinic context likely implies privacy/compliance considerations (e.g., HIPAA/PHI) for analytics, tracking, forms, and ad targeting—confirm requirements before implementing pixels/events., Avoid making performance commitments until baseline data, conversion definitions, and attribution approach are agreed. +1
Feb 11, 2026, 4:40 PMView →
Princeton Medspa Partners
62%
completed
Reporting accuracy and metric definitions (non-attributable leads, same-day booking, consult rebooking) — avoid presenting uncertain numbers as final, Lead handling risk: filtering logic must not hide real leads; require impact sizing and approval before enabling exclusions +3
Feb 11, 2026, 10:00 AMView →
Brah Electric
52%
completed
SEO duplication and indexation risk from OEM replacement content—must show a clear governance model (templates, canonical/unique content rules, mapping logic), Legal wording requirements around OEM part references—changes must be consistent sitewide to avoid compliance exposure +3
Feb 9, 2026, 3:05 PMView →
ResCore Clinic
46%
completed
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
Feb 9, 2026, 12:00 AMView →
Restoration Logistics
52%
completed
Lead quality is a priority—avoid celebrating volume without validating call quality and job potential, Tracking/attribution accuracy is a trust issue—do not present conflicting conversion numbers without context and reconciliation +2
Feb 9, 2026, 12:00 AMView →
Alcreo Media
42%
completed
Avoid ambiguity across multiple properties—always specify which site a request, timeline, or approval refers to., Be careful with assumptions: absence of action items/notes does not equal alignment; confirm priorities before executing. +1
Feb 9, 2026, 12:00 AMView →
Cohn Restaurant Group
52%
completed
Avoid AI-generated imagery in published content when it could conflict with brand standards—use original or properly licensed photos, Do not publish blogs without confirming image rights/availability; ensure consistent brand-appropriate visuals +1
Feb 9, 2026, 12:00 AMView →
Altitude Create
52%
completed
Cannabis/CBD advertising compliance: PPC strategies must be cautious; avoid risky claims and ensure domain/redirect tactics don’t create brand/legal exposure, GBP policy compliance: appeals/pin tactics must stay within guidelines; be careful with any 'friend-of-friend' approval approaches +2
Feb 3, 2026, 5:05 PMView →
BrandRap
38%
completed
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
Jan 19, 2026, 12:00 AMView →
Heliogold
22%
completed
Do not make simultaneous major edits to Google Business Profile (name/address/website/category) to avoid suspension—change one key element at a time, Closure messaging must be accurate and consistent with the finalized legal closure date (avoid premature or conflicting statements) +2
Dec 29, 2025, 12:00 AMView →
Growth Edge
28%
completed
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
Dec 29, 2025, 12:00 AMView →
Nikol Klein
10%
completed
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
Dec 15, 2025, 11:58 AMView →
Touch N Glam
10%
completed
Avoid assuming scope, timelines, or performance expectations without confirmation, Be careful not to reference past results, meetings, or commitments that are not documented +1
Dec 15, 2025, 11:58 AMView →
Ali Shariat Real Estate Group
10%
completed
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
Dec 15, 2025, 11:58 AMView →
Upright Posture
10%
completed
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
Dec 15, 2025, 11:58 AMView →
Sillicon Valley Hypnosis
10%
completed
Avoid assumptions about scope, budget, or performance until goals and current setup are confirmed, Healthcare/wellness-adjacent messaging may require careful claims language—confirm any compliance constraints and preferred tone +1
Dec 15, 2025, 11:57 AMView →
Cefalu Newport Beach
10%
completed
Avoid making assumptions about industry, goals, budget, or existing performance without discovery., Do not request access to accounts until a clear scope and authorized admin contact are confirmed. +1
Dec 15, 2025, 11:56 AMView →