Data Review
skippedMon, Dec 1, 2025, 8:30 PM • —
Client
Not Matched
Participants
0 attendees
Action Items
11
11 pending
AI Meeting Analysis
AI GENERATEDClient Sentiment
[-]NEUTRALThe discussion was pragmatic and problem-solving oriented: concerns were raised about PPC performance and tracking integrity, but the tone remained constructive with clear plans to fix measurement, improve reporting, and manage costs.
Meeting Quality
Relationship Status
stableExecutive Summary
The team reviewed performance and tracking for current PPC efforts, noting underperformance and likely conversion tracking gaps, and agreed to prioritize fixing measurement integrity before scaling SEO or broader acquisition. They also aligned on simplifying a client contract for Uncle Fossil, advancing ecommerce/CRM integration to improve ROAS visibility, and reducing costs by decommissioning an AWS app while planning revenue continuity for upcoming renewals.
Key Topics Discussed
Decisions Made
- ✓Use a simplified, standard liability-focused agreement for Uncle Fossil’s single-location SEO and website work.
- ✓Prioritize fixing/validating conversion tracking and purchase event measurement before expanding SEO efforts or making major scaling decisions.
- ✓Launch/advance humblewine.com as an online sales channel with U.S. targeting and discounted promotions to expand reach.
- ✓Implement a purchase pixel/event capturing purchase amount and phone number and feed it into CRM/SQL tables to improve revenue attribution and reporting.
- ✓Proceed with decommissioning the PMP AWS app after a 7-day monitoring window to confirm no issues, targeting ~$300/month savings.
- ✓If existing data sources (e.g., Hotspot) are insufficient, prepare for custom development to integrate NetSuite purchase data into the CRM.
Follow-up Items
- →Obtain and send a basic liability contract template for Uncle Fossil’s single location SEO and website work.
- →Follow up on Jumper pricing changes and client billing for additional Walgreens locations.
- →Investigate and validate conversion tracking accuracy with Fernando for campaigns showing low conversion rates.
- →Provide Sam with instructions and naming conventions for the new ecommerce pixel event and CRM integration.
- →Assess whether Hotspot data is sufficient; if not, scope and prepare custom code to integrate NetSuite purchase data with the CRM.
- →Continue PPC/SEO optimization with updated keyword strategies to drive more qualified conversions from broader searches.
- →Implement the purchase pixel event on the website (capture purchase amount + phone number) and integrate into CRM/SQL tables.
- →Coordinate testing with Zishan to confirm conversion event firing and tracking validation.
- →Conduct a deep dive into Google Ads conversion tracking to confirm purchase events trigger correctly and identify gaps.
- →Monitor PMP AWS app shutdown over the next 7 days; if stable, proceed with permanent shutdown.
- →Plan revenue continuity and contract renewals tied to Whoosh MVP completion by month-end.
Open Questions
- ?Is Google Ads conversion tracking currently firing correctly, and are purchase events being attributed to the right campaigns/keywords?
- ?What is the root cause of PPC underperformance (keyword intent mismatch vs. landing page issues vs. tracking/attribution errors)?
- ?Will Hotspot provide sufficient purchase/lead data for CRM reporting, or is a NetSuite-to-CRM custom integration required?
- ?What final naming conventions and event schema will be used for the ecommerce pixel to ensure consistent reporting across platforms?
- ?What are the confirmed Jumper pricing changes and how should billing be adjusted for additional Walgreens locations?
- ?After AWS app shutdown, are there any dependencies or hidden workflows that could break reporting or operations?
AI Recommendations
- ★The meeting produced clear decisions and a detailed action list across contracts, tracking, CRM integration, and cost reduction. Effectiveness is slightly reduced by unresolved technical uncertainties (tracking accuracy, data-source sufficiency) and several dependencies requiring follow-up validation.
Analysis generated: Dec 15, 2025, 7:43 PM
Action Items
Plan revenue continuity and contract renewals for Whoosh MVP completion scheduled by month-end (01:07:30)
Monitor PMP AWS app shutdown over next 7 days to confirm no issues before permanent shutdown (01:02:15)
Implement purchase pixel event on the website to capture purchase amounts and phone number, and integrate data into the CRM/SQL tables
Coordinate testing with Zishan for conversion event firing and tracking validation
Follow up on Jumper pricing changes and client billing related to additional Walgreens locations (01:05:50)
Continue optimizing PPC and SEO campaigns with new keyword strategies to improve conversions from broader searches
Obtain and send basic liability contract template for Uncle Fossil’s single location SEO and website work
Prepare for potential custom code development to integrate NetSuite purchase data with CRM if Hotspot data is insufficient
Provide Sam with instructions and naming conventions for the new ecommerce pixel event and CRM integration
Conduct deep dive into Google Ads conversion tracking to confirm if purchase events trigger correctly and identify any gaps
Investigate and validate conversion tracking accuracy with Fernando for campaigns showing low conversion rates