Super Duper Quick Debrief

skipped

Fri, Nov 21, 2025, 8:45 AM • —

Client

Not Matched

Participants

0 attendees

Action Items

11 pending

AI Meeting Analysis

AI GENERATED

Client Sentiment

[-]NEUTRAL

The discussion was primarily operational and problem-solving (outage, data workflows, lead quality, pacing) with progress noted, but no explicit client praise or dissatisfaction was captured—only a need to monitor for potential complaints.

Meeting Quality

EFFECTIVENESS82%

EXCELLENT

Relationship Status

stable

Executive Summary

The team debriefed a 3-hour connectivity outage tied to data center networking issues (DC4 impacting DC2/DC3) and aligned on next steps to reduce infrastructure risk. They also reviewed progress on centralizing call/Zoom data and improving lead quality via better filtering, alongside updates on client site customization and a new approach to dynamically pace ad budgets across Google Ads and Meta.

Key Topics Discussed

Infrastructure/connectivity outage and data center networking dependencies (DC4/DC2/DC3)Centralization of call and Zoom data (phone number + timestamp indexing)Nightly backfill process for missing Zoom recordingsSpam/lead quality issues from Zoom calls and planned filtering improvementsClient site/product customization with Google authentication (Homey, Ringline)Campaign updates (facials and lasers) and bulk editing via MCP toolBudget pacing strategy and cross-channel reallocation (Google Ads and Meta)Compliance-controlled sharing of recordings/transcripts (HIPAA considerations)

Decisions Made

✓Proceed with centralizing call and Zoom data using phone number + timestamp to improve filtering and retrieval.
✓Implement a nightly batch process to backfill missing Zoom recordings into the shared drive.
✓Use a monthly projection/pacing sheet to dynamically reallocate spend between Google Ads and Meta to hit budget targets.
✓Share call scripts/recordings via Google Drive only after obtaining client Gmail addresses to maintain HIPAA-compliant access control.
✓Move forward with Google authentication-based customization work for client sites (notably Homey and Ringline) and provide sample files for validation.

Follow-up Items

→Collect Judith and Taylor’s Gmail addresses and grant them access to the Google Drive folder containing call scripts, recordings, and transcripts (HIPAA compliance).
→Share the call script and the Zoom call recordings Drive folder with Judith and Taylor once access is set.
→Continue building and deploy the nightly batch job to capture and store missing Zoom recordings in Drive.
→Respond to Haris’s additional questions via Slack.
→Finalize which fields to keep/remove for the Campus project and confirm the final schema.
→Send Haris sample files from Ringline customization for order confirmation validation.
→Monitor client feedback on Genesis chatbot and GHL opportunities; flag and address any complaints quickly.
→Implement facials and lasers campaign updates; test bulk changes using the MCP tool and report results (performance + usability).
→Coordinate with Fernando on budget pacing and confirm final budget allocations.
→Use the monthly projection sheet to adjust Google Ads and Meta budgets and redirect funds as needed to maintain pacing.
→Share the pacing/budget sheet with Haris for transparency and coordination.

Open Questions

?What is the confirmed root cause and remediation plan for the DC4 networking outage that impacted DC2/DC3 (and what preventive measures will be implemented)?
?What specific spam filtering approach will be used to reduce excessive/low-quality Zoom call leads, and what is the timeline for rollout?
?Which exact fields will be retained vs removed for the Campus project (final list and downstream reporting implications)?
?What are the final agreed budget allocations by channel/campaign after pacing review with Fernando?
?What were Haris’s additional Slack questions, and are any blockers dependent on their resolution?

AI Recommendations

★The meeting identified key issues (outage scope, spam lead quality, data centralization) and produced clear, assignable action items and process decisions (nightly batch, pacing sheet). Effectiveness is reduced slightly by unresolved root-cause details for the outage and several dependencies (Gmail addresses, final field list, budget confirmation).

Analysis generated: Dec 15, 2025, 7:44 PM

Action Items

Respond to Haris’s additional questions via Slack

🎤 Evan Jiang

pending

Monitor client feedback regarding Genesis chatbot and GHL opportunities for any complaints

🎤 Haris Karim

pending

Share the pacing and budget sheet with Haris for transparency and coordination

🎤 Fernando Silvestri

pending

Share the call script and Zoom call recordings Google Drive folder with Judith and Taylor upon receiving their Gmail addresses to ensure HIPAA compliance

🎤 Evan Jiang

pending

Finalize and agree on which fields to keep or remove for the Campus project

🎤 Tabish Jawaid

pending

Work on facials and lasers campaign updates and test bulk changes using the MCP tool, reporting back on its performance and usability

🎤 Haris Karim

pending

Provide Haris with sample files from Ringline customization for order confirmation

🎤 Tabish Jawaid

pending

Continue developing and implement the nightly batch process to capture missing Zoom recordings and save them to the drive

🎤 Evan Jiang

pending

Obtain Gmail addresses from Judith and Taylor for granting access to the Google Drive folder with call recordings and transcripts

🎤 Haris Karim

pending

Use the monthly projection sheet to adjust Google Ads and Meta budgets, redirecting funds as needed to optimize campaign pacing

🎤 Fernando Silvestri

pending

Coordinate with Fernando on budget pacing and confirm final budget allocations

🎤 Haris Karim

pending