Mike Zuccolotto <> The: Intro | Marketing & Analytics
matchedWed, Nov 26, 2025, 3:00 PM • —
Client
ResCore Clinic
Participants
0 attendees
Action Items
13
13 pending
AI Meeting Analysis
AI GENERATEDClient Sentiment
[^]POSITIVEDespite the urgency around the sales bottleneck, the conversation shows alignment on a clear plan (audit → roadmap → rebuild + SEO), willingness to move forward with budget, and proactive coordination steps (Slack, access, feedback protocols), indicating constructive momentum rather than resistance.
Meeting Quality
Relationship Status
healthyExecutive Summary
The meeting centered on resolving a major sales bottleneck (high lead volume but very low booked calls) by improving the lead journey, tracking, and automation. The team aligned on a full website rebuild plus an aggressive, multi-channel marketing strategy focused on buyer intent, supported by a CRM audit/migration plan. Budget and initial timelines were discussed, with an emphasis on fast feedback cycles to keep delivery moving.
Key Topics Discussed
Decisions Made
- ✓Proceed with a full website rebuild (preferred over patching the existing site) due to duplicate content, outdated setup, and poor user flow.
- ✓Implement a structured lead journey approach including call recording, lead scoring, and automation to improve conversion from leads to booked calls.
- ✓Run a week-one audit of marketing accounts, website, and tracking to validate data integrity and confirm the marketing strategy.
- ✓Audit current CRM usage (Utterfly) and assess migration/integration into a more robust CRM for compliance and lead tracking.
- ✓Defer immediate phone/telephony system changes until internal experts review and provide guidance.
- ✓Adopt a more aggressive multi-channel marketing strategy oriented around buyer intent and practical niche content.
- ✓Budget direction established: $4,500 initial website payment and $2,000/month SEO retainer, contingent on scope/billing approval.
Follow-up Items
- →Send signed scope of work and access request link for Google and social profiles.
- →Complete week-one audit of accounts, website, and data tracking; analyze findings and confirm marketing strategy.
- →Deliver a roadmap covering month 1 and month 2 plans (website design/build milestones + SEO deliverables).
- →Review current CRM (Utterfly) configuration and usage; coordinate with data/tech teams to assess migration or integration path.
- →Prepare billing framework and send scope/timeline update by end of day.
- →Add Steve to Slack and define communication protocols for rapid questions and feedback turnaround.
- →Consult internal experts on telephony before recommending any phone system changes.
- →Establish a single primary contact on the client side for design feedback; route revisions through the development team.
- →Coordinate internally to incorporate client-provided website examples into homepage design direction.
- →Provide links to website examples for homepage inspiration and share buyer-intent data/resources discussed.
- →Client to review and approve scope and billing terms for website and SEO.
- →Collaborate on website design feedback and confirm style preferences (look/feel, layout, content priorities).
- →Provide day-to-day operational support for inbound lead handling as needed to help the sales team (informal support referenced at 01:10:40).
Open Questions
- ?What are the exact root causes of the low conversion rate (1,300 leads producing only 4–5 Zoom calls/week): lead quality, speed-to-lead, messaging, offer, funnel friction, or sales process?
- ?Which CRM will replace or integrate with Utterfly, and what are the requirements (compliance, reporting, automation, attribution, call tracking)?
- ?What is the final scope boundary between website rebuild vs. additional conversion-rate optimization work (landing pages, forms, scheduling, chat, etc.)?
- ?What tracking stack will be used post-audit (GA4/GTM, call tracking, CRM attribution, ad platform integrations), and what is the source of truth for reporting?
- ?What are the agreed turnaround times and approval workflow for design/content feedback to maintain the desired delivery timeline?
- ?Which channels will be prioritized first in the aggressive multi-channel plan (paid search, paid social, email, retargeting, content, partnerships), and what initial budget allocation is expected?
- ?What is the final decision on telephony/call recording tooling once internal experts weigh in?
AI Recommendations
- ★The meeting produced concrete next steps, a defined audit-first approach, clear strategic direction (website rebuild + intent-led multi-channel), and preliminary budget alignment. Effectiveness is slightly reduced by remaining unknowns around CRM selection, attribution/tracking specifics, and the precise causes of low lead-to-call conversion that still need validation in the audit.
Analysis generated: Dec 15, 2025, 7:43 PM
Action Items
Provide links to website examples for homepage design and buyer intent data (01:09:00)
Review and approve scope and billing terms for website and SEO
Collaborate on website design feedback and confirm style preferences
Conduct week-one audit of accounts, website, and data tracking; analyze and confirm marketing strategy
Add Steve to Slack and establish communication protocols for quicker queries and feedback
Coordinate with team to incorporate client website examples for homepage design inspiration (01:07:30)
Send over the signed scope of work and access request link for Google and social profiles
Prepare billing framework and send scope and timeline update by end of the day
Support scaling and day-to-day operational communications with client, including informal lead inbound support to help sales team as needed (01:10:40)
Review current CRM (Utterfly) usage and plan migration or integration; coordinate with data and tech teams for assessment
Act as primary contact for all design feedback and communication; facilitate revisions with development team
Deliver a roadmap with month one and two plans including website design and SEO undertakings
Advise against immediate phone system changes; consult internal experts before finalizing telephony