Daily TB
matchedWed, Nov 26, 2025, 11:30 AM • —
Client
Princeton Medspa Partners
Participants
0 attendees
Action Items
7
7 pending
AI Meeting Analysis
AI GENERATEDClient Sentiment
[^]POSITIVEThe discussion reflects forward progress (successful email volume, clear next steps, and aligned timelines) with proactive planning to avoid holiday delays; no major conflict or dissatisfaction is indicated.
Meeting Quality
Relationship Status
healthyExecutive Summary
The team aligned on consolidating automated email sends through Zenoti to improve reliability and discussed an updated email strategy using a 50/50 mix of plain text and graphical formats to drive engagement. They also set expectations for finalizing lifecycle CRM copy by end of December and planned January CMS content uploads with a live demo and UX walkthrough next Wednesday.
Key Topics Discussed
Decisions Made
- ✓Consolidate automated email sends via Zenoti for improved reliability (with coordination alongside Constant Contact as needed).
- ✓Adopt a 50/50 split between plain text and graphical emails to improve engagement and open rates.
- ✓Target end-of-December completion for final lifecycle CRM copy, accounting for staff changes and holiday travel schedules.
- ✓Plan to upload new January CMS content and run a CMS demo with real content next Wednesday after three days of preparation, including a UX walkthrough.
Follow-up Items
- →Draft lifecycle CRM copy based on current documents (due by end of December).
- →Send next week’s schedule to Haris Karim.
- →Follow up with Kylie regarding January content and clarify the 'hours' question.
- →Email Rita to confirm latest feedback status.
- →Double-check feedback and progress on Rita’s review to ensure no blockers.
- →Prepare CMS demo using actual content for next Wednesday and arrange a UX walkthrough.
- →Coordinate with Judith on the email platform plan across Zenoti and Constant Contact.
Open Questions
- ?What is the resolution to the 'hours' question related to January content (scope/budget/timing)?
- ?What is Rita’s current feedback status and are there any requested changes that could impact timelines?
- ?How will responsibilities be split between Zenoti and Constant Contact (which messages live where, and what is the migration plan)?
- ?What specific engagement/open-rate targets will define success for the 50/50 plain text vs graphical email strategy?
AI Recommendations
- ★The meeting produced clear decisions, timelines, and a concrete action list (CRM copy, CMS demo, platform coordination). Some dependencies remain unresolved (Rita feedback, January hours question, and Zenoti vs Constant Contact division), preventing a higher score.
Analysis generated: Dec 15, 2025, 7:44 PM
Action Items
Email Rita for latest feedback status
Draft Lifecycle CRM copy based on current documents
Send schedule for next week to Haris Karim
Follow up with Kylie about January content and hours question
Coordinate with Judith on email platform plan using Zenoti and Constant Contact
Prepare to conduct CMS demo with actual content next Wednesday and arrange UX walkthrough
Double-check feedback and progress on Rita’s review