Data Review
skippedSun, Nov 23, 2025, 8:30 PM • —
Client
Not Matched
Participants
0 attendees
Action Items
18
18 pending
AI Meeting Analysis
AI GENERATEDClient Sentiment
[^]POSITIVEThe discussion reflects forward momentum (GMB completed, Shopify build underway, revenue growth from agency partnership) and proactive planning to close agreements and improve QA, with no explicit client dissatisfaction noted.
Meeting Quality
Relationship Status
healthyExecutive Summary
The team reviewed progress on a wine store digital strategy (GMB optimization complete, Shopify site build underway) and aligned on next steps for contracts, invoicing, and access needed to execute. They also discussed strengthening internal QA via discrepancy alerts and documentation, while advancing partnership and acquisition efforts (medical spa outreach, agency partnerships, and upcoming deal-closing meetings before the holidays).
Key Topics Discussed
Decisions Made
- ✓Proceed with building the wine store website on Shopify to improve SEO performance.
- ✓Implement a new QA system that flags discrepancies using historical averaging, with automation only after manual validation confirms accuracy.
- ✓Prioritize proactive outreach to unlisted medical spas/clinics to create acquisition/partnership opportunities (PMP).
- ✓Push to finalize key agreements (Newport, Medslaw, Cost Finder/Woodland) by month-end, including a group call before the holidays.
- ✓Adjust Slack communication settings/approach to improve visibility of urgent messages and reduce noise.
Follow-up Items
- →Obtain signed client contract for the wine store website (legal protection).
- →Send GMB invoice to the wine store client promptly.
- →Send website invoice after Haris completes the website strategy.
- →Request access to the client’s Shopify backend next week.
- →Finalize wine client website SEO plan and GMB strategy.
- →Provide PMP team with QA documentation from Alon starting tomorrow.
- →Review Alon’s QA documentation and provide feedback.
- →Write detailed QA process documentation for team review and operational use starting tomorrow.
- →Provide variance range calculations to support QA discrepancy thresholds and improvements.
- →Organize an in-person meeting with ECM and the Woodland Hills building owner ASAP.
- →Coordinate a dinner meeting with Mr. Pen and partners before Han’s China trip.
- →Assist scheduling meetings with Newport, Medslaw, and Woodland as planned; aim to lock by month-end.
- →Participate in the group call tomorrow night with six key members to finalize agreements before the holidays.
- →Finish the wall printer project by tonight or deprioritize per agreement.
- →Prepare a plan to leverage Uncle Fossil website SEO learnings for new development work.
- →Lead and execute outreach strategy for med spas and clinics for PMP acquisition deals.
- →Monitor Slack communications and optimize messaging visibility/priority handling.
Open Questions
- ?When will the wine store client sign the contract, and are there any legal/terms objections to resolve?
- ?What is the exact timeline for Haris to complete the wine store website strategy so invoicing and build can proceed?
- ?Will the client provide Shopify backend access next week as planned, and who is the point of contact?
- ?What variance thresholds will be used in the QA discrepancy alerting system, and how will false positives be handled?
- ?Who owns final approval for moving QA checks from manual validation to automation, and what criteria define 'accurate enough'?
- ?Which specific medical spa targets are highest priority, and what outreach messaging/offer will be used to build trust?
- ?Are Newport, Medslaw, Cost Finder/Woodland aligned on scope/pricing, and what remaining blockers must be cleared before month-end?
- ?Is the China trip timeline confirmed, and what partnership objectives/contracts are expected from the visit?
AI Recommendations
- ★The meeting produced clear next steps across delivery (wine store), operations (QA), and growth (partnerships/acquisitions), with many concrete action items and deadlines. Effectiveness is slightly reduced by several unresolved details (owners, timelines, thresholds) that still need clarification to prevent execution risk.
Analysis generated: Dec 15, 2025, 7:44 PM
Action Items
Request access to client’s Shopify backend site next week
Assist in scheduling meeting with Newport, Medslaw, and Woodland as planned
Prepare plan for leveraging Uncle Fossil website SEO for new development
Monitor Slack communications, optimize messaging visibility
Send website invoice after Haris completes website strategy
Coordinate dinner meeting with Mr. Pen and partners before Han’s trip
Finish wall printer project by tonight or deprioritize as agreed
Write detailed QA process documentation for review and usage starting tomorrow
Send GMB invoice to wine store client promptly
Organize physical meeting with ECM and Woodland Hills building owner ASAP
Review Alon’s QA documentation and provide feedback
Schedule and prioritize physical meetings with key clients/partners
Obtain signed client contract for wine store website
Provide PMP team with QA documentation from Alon starting tomorrow
Finalize website SEO and GMB strategy for wine client
Lead outreach strategy for med spas and clinics for PMP acquisition deals
Provide variance range calculations and assist in QA process improvements
Participate in group call tomorrow night with all six key members to lock agreements before holidays