CRM + PPC for PMP

matched

Wed, Dec 17, 2025, 2:00 PM • —

Client

Princeton Medspa Partners

Participants

0 attendees

Action Items

0 pending

AI Meeting Analysis

AI GENERATED

Client Sentiment

[-]NEUTRAL

No dialogue or qualitative feedback is provided, so sentiment cannot be inferred; defaulting to neutral due to insufficient evidence.

Meeting Quality

EFFECTIVENESS10%

NEEDS IMPROVEMENT

Relationship Status

stable

Executive Summary

The provided record contains only the meeting title (CRM + PPC for PMP) and a participant list, with no transcript content, overview, gist, or documented action items. As a result, no concrete decisions, outcomes, or next steps can be reliably extracted from the available information.

Key Topics Discussed

CRM (customer relationship management) for PMPPPC strategy and management for PMPPotential CRM-to-PPC lead tracking and reporting alignment

Follow-up Items

→Request the full meeting transcript/recording or detailed notes to enable extraction of decisions, action items, and owners.
→Confirm the correct attendee list and roles (duplicates present) and identify the primary client stakeholder(s) for approvals.
→Clarify the meeting objectives for 'CRM + PPC for PMP' (e.g., CRM selection/implementation, lead lifecycle, PPC strategy/budget, tracking) and capture outcomes in a written recap.

Open Questions

?What were the specific goals of the meeting (CRM implementation, PPC performance review, new campaign launch, integration between CRM and ads, or all of the above)?
?What CRM platform is being used or evaluated (e.g., HubSpot, Salesforce, HighLevel), and what is the implementation timeline?
?What is the current PPC status (platforms, spend, CPL/CPA targets, performance trends) and what changes were discussed?
?How will lead tracking be handled end-to-end (UTMs, call tracking, form tracking, offline conversion imports, attribution model)?
?Who owns each workstream (CRM, PPC, creative, landing pages, analytics) and what are the deadlines?
?What approvals are needed from Princeton Med Spa Partners and by when (budget, creative, offers, compliance)?

AI Recommendations

★With no transcript, notes, decisions, or action items captured, the meeting record does not provide actionable outcomes; effectiveness is scored low based on documentation completeness rather than the meeting itself.

Analysis generated: Dec 17, 2025, 3:14 PM