Haris + Judith

matched

Fri, Dec 12, 2025, 2:00 PM • —

Client

Princeton Medspa Partners

Participants

0 attendees

Action Items

11 pending

AI Meeting Analysis

AI GENERATED

Client Sentiment

[^]POSITIVE

The tone is forward-looking and execution-focused, with clear momentum (newsletter launch success, monthly commitment, improving systems) and proactive steps to address risks like message overload and website accuracy.

Meeting Quality

EFFECTIVENESS86%

EXCELLENT

Relationship Status

healthy

Executive Summary

The team reviewed progress across email marketing, CMS asset management, and CRM automation, with a focus on improving engagement, accountability, and patient communication quality. They confirmed a monthly newsletter cadence, planned an email redesign with clearer CTAs, and aligned on next steps for a January automated texting pilot while requesting a deeper analysis of December paid lead performance.

Key Topics Discussed

Newsletter launch and ongoing email marketing cadenceEmail template redesign and CTA optimizationCMS asset management improvements (sorting/filtering, review notifications, permissions)CRM automation enhancements and texting pilot planningPaid lead generation performance review planning (December deep dive)Website content updates and CRM integration planningGovernance to prevent overlapping communications and improve messaging hierarchy

Decisions Made

✓Commit to a monthly newsletter cadence following the initial 45,000-recipient send.
✓Redesign email templates toward a cleaner layout with prominent call-to-action buttons to improve clarity and engagement.
✓Proceed with CMS enhancements (sorting/filtering by clinic/project and review notification workflows) to improve asset management and accountability.
✓Move forward with a January launch of the ALC automated texting pilot, with stricter cadence/rules to prevent patient message overload.
✓Temporarily remove or hide the KCCF map from the website and coordinate updates next week.
✓Prioritize website-to-CRM integration after the full CRM game plan is finalized.

Follow-up Items

→Add one new stage to the CRM campaign flow document tonight.
→Conduct a deep-dive review of December paid leads and campaign performance on Monday.
→Gather detailed paid campaign performance data and prepare a summary for Monday’s review.
→Share updated CRM cadence and automation rules with leadership and the team for feedback.
→Review and update automation flow rules to avoid overlapping messages and establish a clear messaging hierarchy.
→Coordinate with Sam to review CRM text automation flows and identify/resolve potential technical issues.
→Implement sorting and filtering features by clinic and project in the CMS collections as of today.
→Finalize email notification logic for asset review approvals and feedback requests in the CMS.
→Update Judith’s admin access in the CMS and verify her login for asset review management.
→Work on email template designs, finalize styles with the design team, and share options with Judith.
→Coordinate timely website content updates to maintain accuracy and protect lead conversion.
→Plan and coordinate website integration of the CRM after finalizing the complete implementation plan.
→Remove/hide the KCCF map from the website temporarily and notify relevant parties; revisit updates next week.

Open Questions

?Which specific new CRM stage is being added to the campaign flow, and what entry/exit criteria will define it?
?What are the final texting cadence rules (frequency caps, quiet hours, suppression logic, and priority order) to prevent overlapping messages?
?What technical constraints or integration risks might impact the January ALC texting pilot (e.g., deliverability, opt-in compliance, segmentation accuracy)?
?Which KPIs and attribution model will be used in Monday’s paid lead deep dive (lead quality, CPL, CAC proxy, booking rate, channel mix)?
?What is the final scope and timeline for website-to-CRM integration, and which forms/lead sources are included in phase one?
?Who owns the KCCF map update and what is the expected timeline/criteria for re-publishing it?

AI Recommendations

★The meeting produced concrete decisions and a detailed action list with near-term deadlines (tonight, today, Monday). Effectiveness is slightly reduced by a few unresolved specifics (final texting rules, integration scope, and KPI definitions for the paid performance deep dive).

Analysis generated: Dec 15, 2025, 11:41 AM

Action Items

Conduct a deep dive review of December paid leads and campaign performance on Monday

🎤 Judith Martin

pending

Coordinate with Sam to review CRM text automation flows and potential technical issues

🎤 Haris Karim

pending

Update Judith’s admin access in CMS and verify her login for asset review management

🎤 Haris Karim

pending

Share updated CRM cadence and automation rules with leadership and team for feedback

🎤 Judith Martin

pending

Implement sorting and filtering features by clinic and project in the CMS collections as of today

🎤 Haris Karim

pending

Work on email template designs and finalize their styles with the design team, share options with Judith

🎤 Haris Karim

pending

Add one new stage to the CRM campaign flow document tonight

🎤 Judith Martin

pending

Gather detailed paid campaign performance data and prepare a summary for Monday’s review

🎤 Haris Karim

pending

Prioritize and coordinate website integration of CRM after finalizing full game plan

🎤 Haris Karim

pending

Review and update automation flow rules to avoid overlapping messages and improve messaging hierarchy

🎤 Haris Karim

pending

Finalize email notification logic for asset review approval and feedback requests

🎤 Haris Karim

pending

Completed (1)

Remove or hide the KCCF map from the website temporarily and notify the relevant parties for updates next week

completed