Projects Review
skippedFri, Dec 5, 2025, 12:00 AM • —
Client
Not Matched
Participants
0 attendees
Action Items
15
15 pending
AI Meeting Analysis
AI GENERATEDClient Sentiment
[~]MIXEDThere are positive signals around improved rankings and inbound inquiries (e.g., Groupon), but concerns about outages and AI data errors indicate risk to trust and satisfaction, requiring manual checks and reliability improvements.
Meeting Quality
Relationship Status
stableExecutive Summary
The team reviewed progress across local SEO accounts, identified technical gaps in their crawler for React/JS-heavy sites, and discussed reliability issues (site outages and AI/reporting errors). They also explored growth opportunities in the medical spa space via partnership + financing/equity models and proposed a low-cost lead-gen audit widget to drive recurring revenue from local businesses.
Key Topics Discussed
Decisions Made
- ✓Continue local SEO momentum by reducing reliance on Jumper as rankings improve, while maintaining a $500 charge after Jumper removal.
- ✓Prioritize building/upgrading a JavaScript-executing crawler to properly capture SEO data from React-based client sites and reduce manual effort via hosted automation.
- ✓Proceed with preparing a structured plan and printed materials for the Tuesday Woodland Hills partnership meeting.
- ✓Pursue a lead-generation audit widget concept priced roughly $20–$50/month with a simple UI and free local ranking report value-add.
- ✓Implement stronger post-crawl data validation and manual QA to mitigate AI/report inaccuracies and protect service quality.
Follow-up Items
- →Add client’s website contact to WeChat and invite them to Slack to coordinate website usage before sending plans.
- →Prepare a prioritized topic list for the Tuesday Woodland Hills meeting and create printed presentation materials.
- →Align with other executives on cost/resource allocation for wife’s website development.
- →Follow up with client on website status and delivery options; explore adding GMB and Jumper promotion for wife’s business.
- →Collect data on medical spas, facial, and hair salons in urban areas for Chinese-audience social promotion.
- →Ask liquor store client about delivery options and why they are absent from delivery platforms.
- →Monitor crawler progress with Long and provide workflow instructions to Tabish.
- →Explore combined tech + financing offerings for equity deals (e.g., Uncle Fossil, medical spas).
- →Review Jumper SEO keyword optimization; keep adding services/FAQs; maintain $500 charge post-Jumper removal.
- →Access and review Shopify backend; confirm site status/readiness with client before proceeding on site build.
- →Improve crawler to execute JavaScript for React sites; evaluate hosting an automated crawling process to reduce manual work.
- →Assist in refining the Woodland Hills partnership plan and materials.
- →Investigate MSO market and financing structures; draft performance-based ad financing proposals; assess market fit for lead-gen tools.
- →Develop the lead-gen audit widget with a non-technical UI; integrate local ranking reports as a free value-add to attract clients.
- →Create a data validation process after crawler runs and manually audit AI-generated reports for accuracy.
Open Questions
- ?What is the final technical approach for JS execution in the crawler (headless browser choice, rendering strategy, and infrastructure/hosting plan)?
- ?Who owns ongoing QA for crawler outputs and AI-generated reports, and what is the acceptance threshold before client delivery?
- ?What is the confirmed scope, timeline, and budget for the wife’s website development, and how does it impact team capacity?
- ?What are the specific deliverables and partnership terms targeted for the Woodland Hills meeting?
- ?What financing structure is viable for medical spa/MSO-related offers (risk model, underwriting criteria, and legal constraints)?
- ?What exact feature set will the $20–$50/month widget include at launch vs. later iterations, and what is the go-to-market channel?
- ?Why is the liquor store not on delivery platforms (operational constraints, fees, compliance, or strategic choice), and what solution is acceptable to the client?
- ?What is the current root cause of website outages and how will uptime monitoring/incident response be handled going forward?
AI Recommendations
- ★The meeting produced a clear set of actionable next steps across SEO, product development, and partnership strategy, but several items remain high-level with unresolved ownership, timelines, and technical/financial implementation details.
Analysis generated: Dec 15, 2025, 7:43 PM
Action Items
Prepare a priority list of topics for the Tuesday Woodland Hills meeting and develop printed materials for presentation
Ask client liquor store about delivery options and reasons for absence on delivery platforms
Access and review Shopify backend, confirm website status and readiness with client before progressing on site build
Coordinate data validation process post-crawler runs and audit AI-generated reports for accuracy
Communicate with other team executives about cost and resource allocation for wife’s website development
Monitor and update crawler progress with Long and provide workflow instructions to Tabish
Improve crawler’s capability to run JavaScript for React sites and discuss hosting automated crawling process to reduce manual work
Add client’s website contact to WeChat and invite to Slack for coordination about website usage before sending plans
Collect data on medical spa, facial, and hair salons in urban areas for social media promotion targeting Chinese audience
Review Jumper SEO keyword optimization and continue adding services and FAQs; maintain $500 charge after Jumper removal
Develop lead generation audit widget with simple UI for non-technical users, integrating local ranking reports as free value-add to attract clients
Follow up with client about website status and delivery options, including exploring adding GMB and Jumper promotion for wife’s business
Look into opportunity combining tech and financing service offerings for equity deals with clients like Uncle Fossil and medical spas
Assist in preparing and refining plan and materials for Woodland Hills partnership discussion
Investigate MSO market and financing structures; draft performance-based ad financing proposals; explore market fit for lead gen tools