The A-List
skippedTue, Nov 25, 2025, 10:00 AM • —
Client
Not Matched
Participants
0 attendees
Action Items
27
27 pending
AI Meeting Analysis
AI GENERATEDClient Sentiment
[~]MIXEDSentiment is positive around new business wins (Uncle Fossil), strong financials, and high-impact opportunities (Barry’s local SEO), but mixed due to delivery pressure (Campus Dec 9 deadline), client feedback delays for Black Friday approvals, and operational friction around missing requirements and infrastructure readiness.
Meeting Quality
Relationship Status
stableExecutive Summary
The team aligned on improving internal coordination via biweekly manager-level meetings and a more structured project prioritization process to reduce duplicated work. Key updates included a new Uncle Fossil contract (China wine market website), a hard Dec 9 deadline for the Campus project, and readiness planning for Black Friday campaigns pending client feedback. Financially, the agency is in a stronger position and is exploring automation to capture tax credit opportunities while shifting Barry’s focus toward high-impact local SEO across 100 locations.
Key Topics Discussed
Decisions Made
- ✓Implement biweekly manager-level meetings to improve alignment and reduce duplicated efforts.
- ✓Prioritize completing Campus final design screens and requirements delivery to meet the Dec 9 deadline.
- ✓Shift Barry’s growth focus toward local SEO for ~100 locations and de-emphasize PPC as the primary lever.
- ✓Proceed with Black Friday campaign preparation for five clinics; email content is complete and awaiting client feedback before launch.
- ✓Continue infrastructure and reporting improvements (email warming, DNS updates, status reporting automation, S3 migrations) to stabilize delivery at scale.
Follow-up Items
- →Send a structured project list before the next meeting for prioritization and workflow creation.
- →Follow up with Barry’s CMO and Jeremy regarding local SEO engagement status and clinic acquisition updates.
- →Follow up with Sam (and others) on PMP email send infrastructure warming and Black Friday email readiness.
- →Get finalized requirements/instructions from Alex; maintain daily reminders and coordinate reminders with Sam and Tavish.
- →Investigate automating status reporting across campaigns using VA logs and change histories.
- →Enhance the email/SMS/call visualizer tool to improve campaign management visibility.
- →Secure access and coordinate kickoff/onboarding steps for the Uncle Fossil project.
- →Coordinate the Woodland Hills medical spa opportunity meeting with Haris and the client.
- →Coordinate with Retinode (Chinese social media strategic partner) for collaboration and lead referrals.
- →Expedite finalization of Campus design screens to hit the Dec 9 deadline.
- →Continue migrating Microsoft SQL scripts/databases to the S3 server with no disruption.
- →Maintain daily reminders to Alex for pending inputs on Homey, Ringline, and other projects.
- →Coordinate email infrastructure DNS record updates and SendGrid warming process.
- →Follow up with Nicole Klein on website revisions; coordinate Med Leaf and Drink Conscious design updates.
- →Assist with PMP email server connection and testing.
- →Communicate internal workarounds for client delays and keep the team informed in-channel.
- →Provide instructions for scorecard QA and SMS marketing report setup.
- →Complete migration of PMP reports to the new S3 server and verify dependencies.
- →Investigate PPC conversion tracking issues and call duration filters.
- →Monitor development needs for Whoosh server video processing prior to launch.
- →Follow up on outstanding client payments, especially Campus.
- →Prepare budgets and proposals for Water Techniques and other outreach clients.
- →Draft payroll vs contractor setup options for the US team by next meeting.
- →Communicate holiday schedule and availability expectations to the team.
- →Develop scopes of work for SEO projects and tighten contract language.
- →Monitor and optimize PPC campaigns (notably PMP and BRA) with budget adjustments and creative inputs.
- →Collaborate with John and Ram to improve campaign setup and lead performance.
Open Questions
- ?When will Alex deliver finalized requirements/instructions for Campus and other dependent projects (Homey, Ringline, etc.)?
- ?What is the client approval timeline for Black Friday email content across the five clinics?
- ?What is the confirmed scope, access status, and timeline for Uncle Fossil’s 1–2 year website engagement?
- ?What is Barry’s final commitment level, timeline, and budget allocation for the 100-location local SEO initiative?
- ?What is the root cause of PPC conversion tracking issues and whether call duration filters are misattributing conversions?
- ?What tax credit opportunities are available and which automation approach will be used to capture them reliably?
- ?What is the final decision on US team payroll vs contractor structure and its implementation timeline?
- ?Are there any critical dependencies or risks remaining in the SQL/PMP report migrations to S3 that could disrupt reporting or campaigns?
AI Recommendations
- ★The meeting produced clear priorities (Campus deadline, Barry’s SEO direction), surfaced operational improvements (status reporting automation, infrastructure warming, migrations), and generated a robust action list. Effectiveness is reduced by multiple unresolved dependencies (requirements from Alex, client approvals, tracking issues) and the breadth of initiatives that may dilute focus without tighter ownership and timelines.
Analysis generated: Dec 15, 2025, 7:44 PM
Action Items
Investigate automating status reporting across campaigns utilizing VA logs and change histories
Coordinate with Chinese social media strategic partner (Retinode) for agency collaboration and lead referrals
Follow up with Nicole Klein on website revisions and coordinate Med Leaf and Drink Conscious design updates
Assist with PMP email server connection and testing
Communicate workaround for client delays in channel and keep team informed (01:09:10)
Bug Alex daily for finalized project requirements and instructions, and coordinate reminders with Sam and Tavish (01:01:35)
Coordinate medical spa opportunity meeting in Woodland Hills with Haris and client
Follow up on PMP email send infrastructure warming and Black Friday email campaign readiness with Sam and others
Follow up on access and coordination for Uncle Fossil project
Continue migrating Microsoft SQL scripts and databases to S3 server, ensuring no disruption
Complete migration of PMP reports to new S3 server and verify dependencies
Prepare budget and proposals for Water Techniques and other outreach clients
Monitor and optimize PPC campaigns, especially PMP and BRA with budget adjustments and creative input
Continue to follow up with Barry’s CMO and Jeremy for updates on local SEO engagement and clinic acquisitions (01:21:10)
Enhance the email/SMS/call visualizer tool for campaign management purposes (01:10:15)
Expedite finalization of Campus project design screens to meet Dec 9 deadline
Provide instructions on scorecard QA and SMS marketing report setup
Follow up on outstanding payments from clients, especially Campus (01:03:00)
Work on scopes of work documents for SEO projects and contract language (01:01:10)
Send structured project list before next meeting for priority discussion and workflow creation (01:04:45)
Coordinate email infrastructure DNS record updates and SendGrid warming process
Monitor development needs for Whoosh server video processing before launch
Communicate holiday schedule to team and manage expectations around availability (01:06:20)
Perform daily reminders to Alex for pending inputs on Homey, Ringline, and other projects (01:01:30)
Draft payroll vs contractor setup options for US team by next meeting (01:00:00)
Collaborate with John and Ram to improve campaign setup and lead performance
Investigate PPC campaign conversion tracking issues and call duration filters