THE BEAST

Control Panel

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Steve (ResCore), Mike Zuccolotto, Haris Karim

matched

Tue, Nov 25, 2025, 3:00 PM • —

Client

ResCore Clinic

Participants

0 attendees

Action Items

10

10 pending

AI Meeting Analysis

AI GENERATED

Client Sentiment

[~]MIXED

Steve expressed urgency and concern about poor sales performance and missed follow-up, but the tone was also solution-oriented with clear commitment to immediate execution, delegation, and process improvements.

Meeting Quality

EFFECTIVENESS82%
EXCELLENT

Relationship Status

stable

Executive Summary

The meeting focused on diagnosing major sales underperformance at ResCore (low close rate and slow follow-up) and aligning on an execution plan to improve speed-to-lead, lead nurturing, and reporting. The team discussed implementing a streamlined sales framework with automation and a website/SEO revamp to increase qualified leads within 4–6 weeks, alongside operational handoff steps to begin immediate outreach coverage after hours.

Key Topics Discussed

Sales underperformance and low close rate (30/1,300)Speed-to-lead, responsiveness, and follow-up process gapsSales process framework, automation, and objection handlingCRM access, integration, and reporting dashboardsAfter-hours lead coverage and overflow inquiry outreachWebsite redesign, SEO improvements, and AI-friendly patient tools (calculator/chatbot)Strategic partnerships and clinical trial funding expansion

Decisions Made

  • ✓Prioritize fixing speed-to-lead and follow-up consistency as the primary lever to improve close rates.
  • ✓Move forward with a contract/kickoff process between Steve and BrandRap (Mike/Haris) to start implementation.
  • ✓Enable after-hours outreach coverage (after 5pm PST) to work overflow inquiries and reduce lead leakage.
  • ✓Proceed with a website revamp focused on SEO and AI-friendly patient education tools (e.g., treatment plan calculator, chatbot) to improve conversion and lead quality.
  • ✓Implement daily-accessible reporting dashboards for visibility into lead handling, pipeline, and performance.

Follow-up Items

  • →Schedule and confirm the contract finalization + project kickoff meeting with Mike, Haris, and Steve.
  • →Send the revised contract to Steve for review and signature to expedite start.
  • →Provide BrandRap team access to CRM and historical inquiry data; coordinate sales process handover documentation.
  • →Set up a lead-routing/lead-sharing process so Mike can begin outreach to overflow inquiries after 5pm PST.
  • →Build and deploy the sales framework: objection handling, lead nurturing sequences, follow-up cadence, and SOPs.
  • →Implement automation tools in CRM (workflows, reminders, sequences) to reduce response time and improve consistency.
  • →Create real-time reporting dashboards (daily view) for Steve covering response time, contact rate, appointment set rate, close rate, and pipeline stages.
  • →Coordinate project management and CRM integration responsibilities between Steve, Haris, and Mike’s team.
  • →Begin after-hours outreach to ResCore inquiries with an agreed finder’s-fee compensation structure.
  • →Follow up with Steve to schedule the next operational handoff meeting with Haris and Mike.

Open Questions

  • ?What are the exact contract terms, scope, timeline, and success metrics for the engagement (including compensation/finder’s fee specifics)?
  • ?Which CRM is in use, what current automations exist, and what access/permissions will be granted to BrandRap?
  • ?What is the current sales team structure and who owns each stage of the pipeline after the new framework is implemented?
  • ?What is the target response-time SLA (e.g., <5 minutes) and how will it be enforced/monitored?
  • ?What are the precise requirements and timeline for the website revamp (pages, SEO scope, calculator logic, chatbot functionality, compliance considerations)?
  • ?How will leads be prioritized (new vs. aged inquiries) and what is the reactivation strategy for the existing backlog of 1,300 inquiries?
  • ?What is the plan and timeline for strategic partnerships and the $30M clinical trial funding effort, and how does marketing/sales support it?

AI Recommendations

  • ★The meeting clearly identified the core bottleneck (responsiveness/follow-up), aligned on major initiatives (sales automation, after-hours coverage, website/SEO upgrades), and produced concrete next steps. Effectiveness is reduced by several unresolved specifics (contract details, CRM constraints, SLAs, and precise implementation scope).

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

Action Items

Develop and implement AI-friendly website redesign and patient engagement tools such as treatment plan calculators and chatbots

🎤 Haris Karim
pending

Follow up with Steve to schedule next meeting and coordinate with Haris and Mike for operational handoff (01:20:00)

🎤 Mike Zuccolotto
pending

Begin outreach to Rescorp inquiries during his free time after business hours with finder’s fee compensation

🎤 Mike Zuccolotto
pending

Support Steve and Haris in project management and CRM integration

🎤 Mike Zuccolotto
pending

Provide real-time reporting dashboards accessible daily for Steve’s review

🎤 Haris Karim
pending

Arrange and confirm a meeting with Mike and Haris to finalize contract and kick-off project (01:21:00)

🎤 Steve Poole
pending

Provide access and coordinate with Haris and Mike’s team for CRM data and sales process handover

🎤 Steve Poole
pending

Facilitate lead sharing for Mike to begin outreach to overflow inquiries after 5 pm PST

🎤 Steve Poole
pending

Create framework and automation tools for sales process improvement including objection handling, lead nurturing, and reporting dashboards

🎤 Haris Karim
pending

Send revised contract to Steve for review to expedite next steps

🎤 Haris Karim
pending