Daily TB
matchedTue, Nov 18, 2025, 9:30 AM • —
Client
Princeton Medspa Partners
Participants
0 attendees
Action Items
14
14 pending
AI Meeting Analysis
AI GENERATEDClient Sentiment
[~]MIXEDThe tone reflects urgency and concern due to revenue risk from email deliverability failures and unresolved lead data discrepancies, balanced by proactive solutioning (SMTP relay options, custom platform exploration) and clear next steps.
Meeting Quality
Relationship Status
stableExecutive Summary
The team prioritized resolving critical Go High Level (GHL) email deliverability failures that could jeopardize Black Friday revenue, discussing immediate mitigation via third-party SMTP relays and a potential longer-term custom sending solution. They also surfaced a significant lead reporting discrepancy for Skin Tastics and reviewed operational blockers across CRM lifecycle staging, Zenoti migration constraints, and Podium widget launch readiness.
Key Topics Discussed
Decisions Made
- ✓Pause current email automations until email deliverability and integration approach are stabilized.
- ✓Pursue an SMTP relay solution (e.g., SendGrid or Brevo) as the near-term path to improve deliverability, acknowledging a ~48-hour IP warm-up requirement.
- ✓Remove the problematic MBR slide containing the lead count discrepancy until the data gap is resolved.
Follow-up Items
- →Email Vivi to check on GHL Skin Tastics queries regarding the lead tracking discrepancy.
- →Investigate the 294-lead gap in Skin Tastics reporting; clarify differences across lead data reports and provide findings to Judith.
- →Follow up with Evan on the lead discrepancy and share updates with Judith.
- →Follow up with Vanessa regarding Nextec-to-Zenoti package migration issues (Zenoti limitation on partially paid packages) and propose a resolution path for accurate migration.
- →Send Dennis an inquiry on Podium widget launch progress; confirm launch date and communicate timing to Taylor.
- →Confirm Podium widget readiness and ensure required changes are completed before Black Friday to avoid launch issues.
- →Complete and circulate the CRM lead stages and touchpoints document for team review and alignment.
- →Finalize MBR presentations focusing on lead data; remove/replace the discrepancy slide pending resolution.
- →Ensure clean Zoom call scripts are saved in Google Drive and implement required logic updates today.
- →Provide monthly trending and non-attributable leads data by end of day.
- →Assess email delivery issues and facilitate an options discussion with the team, coordinating with developer Tavish Jawaid on alternatives.
- →Request Tavish to prepare a cost estimate and timeline for a custom email sending platform using multiple SMTP relays for ~250,000 emails/month.
- →Explore feasibility of consolidating clinics into a single email account with automated lead syncing into GHL.
- →Evaluate feasibility/cost outline for a custom email sending platform using multiple IPs/SMTP relay services.
Open Questions
- ?What is the root cause of GHL email delivery failures (platform issue vs configuration vs sender reputation), and what is the fastest safe mitigation before Black Friday?
- ?Which SMTP relay provider (SendGrid vs Brevo or other) best fits compliance, cost, throughput, and deliverability needs for the expected volume?
- ?Can the team complete IP warm-up and stabilization in time for Black Friday campaign sends without risking spam placement?
- ?What specifically explains the 294-lead discrepancy for Skin Tastics (source system mismatch, attribution rules, duplicate handling, time window, or tracking gaps)?
- ?How will Zenoti’s inability to support partially paid packages be handled in migration (workaround, data transformation, or process change)?
- ?What exact changes are required for the Podium widget to be considered ‘ready,’ and what is the committed launch date?
- ?Is consolidating clinics into a single email account operationally and compliance-wise feasible, and how would it impact reporting and deliverability?
AI Recommendations
- ★The meeting effectively identified the highest-risk blockers (deliverability, lead gap, migration constraints) and produced a concrete action list with owners implied, but several items remain unresolved (root cause, vendor selection, widget readiness criteria) and require rapid follow-through given Black Friday timelines.
Analysis generated: Dec 15, 2025, 7:45 PM
Action Items
Email Vivi to check on Go High Level Skin Tastic queries regarding lead tracking discrepancy
Follow up with Vanessa on Nextec to Zenoti package migration issues
Send Dennis Podium widget launch progress inquiry and confirm launch date to inform Taylor
Complete and circulate CRM lead stages and touchpoints document for team review
Finalize monthly business review (MBR) presentations focusing on lead data and remove the problematic Slide with lead count discrepancy
Evaluate building a custom email sending platform using SMTP relay services and multiple IPs; provide feasibility and cost outline
Confirm Podium widget readiness and coordinate with Dennis on launch timing
Follow up on lead discrepancy with Evan and provide updates to Judith
Investigate missing lead counts and clarify differences in lead data report
Explore feasibility of consolidating clinics into a single email account with automated lead syncing with GHL
Provide monthly trending and non-attributable leads data by end of day
Request Tavish to prepare a cost estimate and timeline for custom email sending platform using multiple SMTP relays for 250,000 emails/month volume
Ensure clean Zoom call scripts are saved in Google Drive; implement logic updates today
Assess email delivery issues and facilitate options discussion with team, including coordination with developer Tavish Jawaid for alternative bulk email system proposal