Daily TB

matched

Mon, Nov 24, 2025, 2:00 PM • —

Client

Princeton Medspa Partners

Participants

0 attendees

Action Items

11 pending

AI Meeting Analysis

AI GENERATED

Client Sentiment

[-]NEUTRAL

The discussion was pragmatic and solution-oriented with clear next steps, but included operational friction (data reliability issues, pending payment, AI tool issue, and underspend correction) without strong positive or negative emotional signals.

Meeting Quality

EFFECTIVENESS82%

EXCELLENT

Relationship Status

stable

Executive Summary

The team aligned on improving lead attribution by removing unreliable sources (notably GMB totals) and focusing reporting on fully verifiable calls/forms while preserving booking-rate insights. They also confirmed December email execution will remain in Constant Contact for deliverability, progressed CRM workflow mapping for implementation readiness, and reviewed budget pacing to hit a $75k October spend target while correcting December underspend.

Key Topics Discussed

Lead attribution and reporting accuracy (calls/forms vs. unreliable sources like GMB totals)Email marketing platform and deliverability strategy (Constant Contact vs. Mailchimp; server testing)CRM workflow mapping and implementation readiness (flowchart creation and review)Budget pacing and spend targets (October $75k; December adjustment to avoid underspend)Website updates and UX cleanup (Rita feedback and completion timeline)Operational finance/admin (pending $1,000 Mailchimp payment; Mirabili payment plan details)

Decisions Made

✓Remove unreliable lead sources from reporting (e.g., GMB totals) and base booking-rate calculations on fully verifiable calls and forms.
✓Continue using Constant Contact for December email sends to protect deliverability; Mailchimp payment remains pending.
✓Proceed with finalizing an internal CRM flowchart to clarify workflows; review scheduled for tomorrow.
✓Maintain October spend target of $75,000 and adjust December budget to address prior underspending.
✓Continue website cleanup/updates based on Rita’s feedback; ETA to be provided once confirmed.

Follow-up Items

→Provide an ETA for completion of Rita’s website updates/cleanup.
→Complete cleanup of Rita’s website per comments and confirm timeline.
→Pay the $1,000 Mailchimp bill related to Mirabili.
→Send payment details and clarify payment plan options for Mirabili by next meeting.
→Discuss and finalize the December email campaign plan in the next meeting.
→Run a controlled test email send using the new servers to validate inbox placement before the Black Friday campaign.
→Complete the CRM mapping flowchart after the AI tool issue is resolved and send to Judith for review.
→Review the CRM flowchart once received and prepare discussion points for the next day.
→Push month trending and non-attributable leads reports.
→Investigate and reconcile discrepancies in call/form leads data; update reporting to exclude unreliable GMB totals while retaining booking percentages.
→Finalize budget mapping and the spending plan to ensure the $75k spend target is met; communicate any risks/issues early.

Open Questions

?What is the confirmed ETA and scope for completing Rita’s website updates?
?What is causing the discrepancy between call/form lead counts and other reported totals, and what is the corrected source of truth?
?Will the new email sending servers pass deliverability tests (inbox vs. spam/promotions) ahead of Black Friday?
?What is the final December email campaign plan (cadence, segments, offers, creative, and send dates)?
?What are the finalized Mirabili payment details and whether any payment plan is required?
?Are there any constraints that could prevent hitting the $75k October spend target or the revised December budget pacing?

AI Recommendations

★The meeting produced concrete decisions (attribution methodology, email platform choice, budget targets) and a robust action list, but several items remain unresolved (data discrepancy root cause, website ETA, deliverability validation, and payment details), indicating follow-through is still required.

Analysis generated: Dec 15, 2025, 7:44 PM

Action Items

Conduct a test email send using new servers to a controlled group to check inbox delivery before Black Friday campaign

🎤 Haris Karim

pending

Provide ETA for completion of Rita’s website updates

🎤 Judith Martin

pending

Pay $1000 Mailchimp bill related to Mirabili

🎤 Judith Martin

pending

Send payment details and clarify payment plans for Mirabili by next meeting

🎤 Judith Martin

pending

Discuss and finalize December email campaign plan in next meeting

🎤 Judith Martin

pending

Review CRM flowchart once received and prepare discussion for next day

🎤 Judith Martin

pending

Investigate and clarify discrepancy in call/form leads data; adjust reporting to remove unreliable GMB totals but keep booking percentages

🎤 Haris Karim

pending

Complete cleanup of Rita’s website as per comments and provide ETA

🎤 Haris Karim

pending

Finalize budget mapping and spending plan to ensure $75k spend target and communicate potential issues

🎤 Haris Karim

pending

Push month trending and non-attributable leads reports

🎤 Haris Karim

pending

Complete CRM mapping flowchart after AI tool issue resolved, send to Judith for review

🎤 Haris Karim

pending