Data Review
skippedFri, Dec 5, 2025, 8:30 PM • —
Client
Not Matched
Participants
0 attendees
Action Items
17
17 pending
AI Meeting Analysis
AI GENERATEDClient Sentiment
[-]NEUTRALThe transcript reflects a pragmatic working session: clear progress in SEO and appointment volume, but multiple operational gaps (tracking limitations, reporting access, contract/commission clarity) remain unresolved without strong positive or negative emotional tone.
Meeting Quality
Relationship Status
stableExecutive Summary
The team reviewed acquisition strategy for high-performing medical spas, emphasizing targeting a small set of top local operators and preserving existing management to reduce operational disruption. They also reviewed marketing/SEO performance (appointments up in November, major city-page ranking gains) while flagging tracking/reporting gaps and shifting financial reporting toward cash-based accounting for more reliable revenue visibility.
Key Topics Discussed
Decisions Made
- ✓Prioritize acquisitions of high-performing medical spas with minimal operational disruption by preserving existing management.
- ✓Use SWOT analysis to identify and evaluate 3–10 top local spas as acquisition targets.
- ✓Engage brokers early to understand deal process, valuation expectations, and acquisition dynamics.
- ✓Shift financial management emphasis toward cash-based accounting to improve accuracy and cash flow reliability.
- ✓Proceed with backlink toxicity review and implement a disavow process, including internal training.
Follow-up Items
- →Coordinate with Sam and Evan on high-tech scope and technical data tasks.
- →Prepare a high-level/directional med spa acquisition proposal by Tuesday.
- →Finalize project scope and presentation over the weekend.
- →Schedule a Sunday or Monday night meeting to discuss financial split and finalize arrangements with Noah.
- →Teach the team how to perform backlink disavow procedures (noted at ~01:15:00).
- →Follow up with Uncle Fossil on Shopify theme decision and med spa DoorDash setup.
- →Investigate broker relationships and acquisition insights with the ECM owner.
- →Send invitation for Sunday night “A team” meeting (noted at ~01:17:00).
- →Collect Constant Contact campaign data using Sam’s access.
- →Provide Constant Contact data access to Evan for campaign analytics.
- →Continue QA and reload patient package balance data; align internally on pay-as-you-go vs package liability handling.
- →Pull detailed email and SMS campaign reports including UTM tracking; investigate SMS reporting limitations tied to automation usage.
- →Monitor Performance Max campaign; coordinate potential budget increases; confirm with Fernando channel budget splits and any campaign overlap.
- →Liaise with Mike and Noah regarding contract and commission status; monitor contract status from Noah for commission processing.
- →Analyze SEO rankings and backlink toxicity reports; plan disavow actions and training.
- →Continue SEO improvements and backlink audits under Evan and Haris’ guidance.
Open Questions
- ?Which specific 3–10 medical spas are the priority acquisition targets in each market, and what are their SWOT outcomes?
- ?What is the broker engagement plan (who owns outreach, target brokers, and timeline) and what valuation ranges are expected?
- ?How will tracking be fixed given platform limitations (appointments attribution, UTM governance, SMS reporting constraints)?
- ?What is the final financial split/arrangement with Noah, and what contract terms govern commissions and processing timing?
- ?What is the final decision on the Shopify theme and the scope/ownership of the med spa DoorDash setup?
- ?How will package balances be treated financially (pay-as-you-go vs package liability) and how will this be reflected in cash-based reporting?
- ?What is the agreed Google Ads budget allocation by channel (including Performance Max) and how will overlap/cannibalization be prevented?
AI Recommendations
- ★The meeting produced a clear strategic direction (acquisition focus, broker engagement, cash-based accounting) and a robust list of action items across marketing, SEO, and operations. Effectiveness is reduced by several unresolved dependencies (data access, attribution limitations, contract/commission status) and lack of explicit owners/timelines for some items beyond a few dated references.
Analysis generated: Dec 15, 2025, 7:42 PM
Action Items
Pull detailed email and SMS campaign reports including UTM tracking; investigate SMS reporting limitations due to automation use
Provide Constant Contact data access to Evan for campaign analytics
Continue SEO improvements and backlink audits as guided by Evan and Haris
Organize Sunday or Monday night meeting to discuss financial split and finalize arrangements with Noah
Send invitation for Sunday night “A team” meeting (01:17:00)
Monitor Performance Max campaign and coordinate budget increases; query Fernando on Google Ads channel budget splits and campaign overlaps
Prepare vague directional proposal for med spa acquisition by Tuesday
Follow up with Uncle Fossil on Shopify theme decision and med spa Doordash setup
Continue QA and reload patient package balance data; discuss pay-as-you-go vs package liability with internal team
Work on weekend to finalize project scope and presentation
Investigate broker relationships and acquisition insights with ECM owner
Collect Constant Contact campaign data via Sam’s access
Liaise with Mike and Noah about contract and commission status
Monitor contract status from Noah for commission processing
Coordinate with Sam and Evan on high-tech scope and technical data tasks
Teach team how to perform backlink disavow procedures (01:15:00)
Analyze SEO rankings and backlink toxicity reports; plan disavow procedures and training