Data Review
skippedMon, Nov 24, 2025, 8:30 PM • —
Client
Not Matched
Participants
0 attendees
Action Items
18
18 pending
AI Meeting Analysis
AI GENERATEDClient Sentiment
[~]MIXEDCNC Plumbing is satisfied with the website launch, and attorney SEO rankings improved, indicating positive momentum. However, PPC performance/cost concerns ($70 per lead) and urgency around proposal deadlines introduce tension and risk areas.
Meeting Quality
Relationship Status
stableExecutive Summary
The team reviewed active client work across web, SEO, and PPC, highlighting CNC Plumbing’s site launch, attorney SEO gains, and an attorney GBP proposal due today. They also discussed operational improvements (automation/SQL updates from Zoom transcripts) and a new Chinese Social Media marketing service initiative via a local partnership.
Key Topics Discussed
Decisions Made
- ✓Replace CNC Plumbing website AI photos with ~20 real client-provided photos.
- ✓Submit the attorney GBP ranking proposal today, including options for a new website vs rescaling the existing site.
- ✓Proceed with launching a Chinese Social Media marketing service targeting high-Chinese-population areas, supported by a local agency partnership.
- ✓Continue refining automation to push Zoom transcript-derived updates into SQL while preventing duplicates and improving accuracy.
- ✓Develop a PPC optimization and budget proposal for CNC Plumbing in response to high CPL (~$70/lead).
Follow-up Items
- →Convert incoming CNC Plumbing client photos (posted by Mike Zuccolotto) into Chaser tasks for tracking.
- →Post CNC Plumbing client photos and coordinate with Evan for follow-up implementation on the live site.
- →Follow up with Fernando on Facebook ad budget increase and expected lead volume improvements.
- →Coordinate CNC Plumbing PPC budget and management discussions with Fernando and produce a detailed budget proposal.
- →Communicate with Fernando regarding CNC Plumbing PPC issues and assess potential agency handoff if needed.
- →Provide Hunter with CPR and scorecard reports for Harris’s tasking.
- →Follow up with Harris and Hunter to ensure timely delivery of the attorney proposal and aligned client scope.
- →Guide Sam Dastmalchi on technical scripts for call data updates and Zoom call recordings.
- →QA and activate the GHL codesgrave nightly update script.
- →Fix design/functionality issues on the Anderson client’s grid-based reporting interface.
- →Share keyword research strategies and data monitoring insights with the team (referenced at ~01:30:02).
- →Engage with the SEO team on keyword selections and performance expectations for clients (referenced at ~01:32:11).
- →Provide regular SEO progress updates and help train clients on interpreting SEO results (referenced at ~01:06:00).
- →Offer to join client calls to improve SEO communication and support (referenced at ~01:24:07).
- →Support Chinese Social Media service launch logistics and client invoicing.
- →Assist Mike in messaging Hunter and managing client communication flow.
- →Ensure Harris is available/awake and proposal completion occurs for the attorney client.
Open Questions
- ?For the attorney proposal: will the client choose a new website build or rescaling the existing site, and what scope/timeline/budget aligns with that choice?
- ?For CNC Plumbing PPC: what target cost-per-lead and lead volume are acceptable, and what budget increase (if any) is approved to reach those targets?
- ?Should CNC Plumbing PPC remain in-house or be handed off to another agency/vendor based on performance and management expectations?
- ?Chinese Social Media service: what exact deliverables (platforms, content cadence, ad management), pricing, and reporting standards will be packaged for launch?
- ?Automation/SQL updates: what is the final source-of-truth schema and deduplication logic for transcript-driven updates (and who owns QA)?
- ?Anderson reporting interface: what are the priority fixes and acceptance criteria for the grid-based reporting UI?
AI Recommendations
- ★The meeting produced clear status updates, surfaced key risks (PPC CPL, proposal deadline), and generated a robust action list across teams. Effectiveness is reduced by several items being urgent/last-minute (proposal due today, needing to 'wake' an owner) and multiple parallel threads that may require tighter ownership and timelines.
Analysis generated: Dec 15, 2025, 7:44 PM
Action Items
Work on Total Wine & Humble Wine website development as starting project
Fix design and functionality issues on Anderson client’s grid-based reporting interface (01:17:13)
Provide regular SEO progress updates and assist in training clients on interpreting SEO results (01:06:00)
QA and activate GHL codesgrave nightly update script
Engage with SEO team on keyword selections and performance expectations for clients (01:32:11)
Assist in waking Harris and ensuring proposal completion for attorney client
Post client photos for CNC Plumbing and coordinate with Evan for follow-up
Coordinate PPC budget and management discussions with Fernando for CNC Plumbing client and create detailed budget proposal
Provide Hunter with CPR and scorecard reports for Harris's tasking
Communicate with Fernando regarding CNC Plumbing PPC issues and potential agency handoff
Assist Mike in messaging Hunter and managing client communication flow
Follow up with Fernando regarding Facebook ad budget increase and lead volume improvement
Continue follow-ups with Harris and Hunter for timely delivery of attorney proposal and client scopes
Provide support for Chinese Social Media service launch and client invoicing
Convert incoming client photos posted by Mike Zuccolotto into Chaser tasks for tracking
Share keyword research strategies and data monitoring insights with team (01:30:02)
Offer to join client calls for better SEO communication and support (01:24:07)
Guide Sam Dastmalchi on technical scripts for call data updates and Zoom call recordings