Data Review
skippedTue, Nov 18, 2025, 8:30 PM • —
Client
Not Matched
Participants
0 attendees
Action Items
8
8 pending
AI Meeting Analysis
AI GENERATEDClient Sentiment
[~]MIXEDThe discussion was constructive and solution-oriented, but there were clear concerns about client expectation management, scope clarity (SEO), and issues like review collection that can create friction.
Meeting Quality
Relationship Status
stableExecutive Summary
The team reviewed operational and technical improvements across call script management, marketing tracking, and form reliability to improve user experience and conversion tracking. They also discussed a major Whoosh model change (moving to YOLO) and aligned on AI tooling strategy and the need for clearer client scope/contract communication to prevent expectation gaps.
Key Topics Discussed
Decisions Made
- ✓Organize call scripts by clinic and use phone numbers as the primary lookup key for faster access.
- ✓For future non-service offers, use separate buttons to route users directly to the web store and avoid popups.
- ✓Proceed with switching the Whoosh model to a YOLO-only approach that supports video uploads from any source, pending validation.
- ✓Adopt a strategy of breaking AI work into smaller, planned tasks to reduce cost and error rate; use Cursor AI when higher accuracy/productivity justifies the expense.
- ✓Emphasize clearer contracts and explicit SEO scope definitions to manage client expectations and reduce misunderstandings.
Follow-up Items
- →Share the call script update document and notify Hunter that the call script process is complete.
- →Coordinate with Derek and Alex to validate accuracy/performance of the updated YOLO model for Whoosh.
- →After validation, replace existing Whoosh model files with the YOLO-only model without requiring code changes.
- →Build a simple UI to fetch call scripts from the SQL database and automatically retrieve scripts from Google Drive (eliminate manual navigation).
- →Prepare materials for Homie Campus and Ring Line as the next project priorities.
- →Monitor Helio address autofill in production to confirm the fix is stable and data passes completely from Google Maps.
- →Investigate and resolve client review collection issues; clarify scope with Walgreens and Medley teams.
- →Continue refining AI tool usage guidelines based on cost, accuracy, and task complexity.
Open Questions
- ?Does the YOLO-only Whoosh model meet accuracy requirements across real-world inputs (including varied video sources) after Derek/Alex validation?
- ?What is the final UX/implementation detail for the separate non-service offer buttons (placement, tracking parameters, and reporting requirements)?
- ?Are there any remaining edge cases for the Helio address autofill (partial addresses, international formats, or browser-specific behavior) still failing in production?
- ?What is the root cause of the client review collection issues, and which team owns the fix (internal vs. client-side process/tooling)?
- ?What specific SEO deliverables are in-scope vs out-of-scope for Walgreens and Medley, and how will that be documented/communicated?
AI Recommendations
- ★The meeting produced clear decisions and a concrete action list across product, tracking, and AI tooling, with owners implied and next steps defined. Effectiveness is slightly reduced by several unresolved validation/scope questions that still need confirmation and tighter ownership assignment.
Analysis generated: Dec 15, 2025, 7:45 PM
Action Items
Prepare materials for Homie Campus and Ring Line projects as next priorities
Share call script update document and notify Hunter of call script process completion
Develop a simple user interface to fetch call scripts from the SQL database with automatic retrieval from Google Drive to avoid manual navigation
Monitor Helio address autofill issues and confirm fixes are holding in production
Address client review collection issues and clarify project scope with Walgreens and Medley teams
Continue optimizing AI tool usage strategies based on costs, accuracy, and task complexity
Prepare to replace existing Whoosh model files with new YOLO-only model without requiring code changes once validation complete
Communicate with Derek and Alex to validate the accuracy of the updated YOLO model for Whoosh