Daily TB

matched

Wed, Dec 10, 2025, 1:30 PM • —

Client

Princeton Medspa Partners

Participants

0 attendees

Action Items

12 pending

AI Meeting Analysis

AI GENERATED

Client Sentiment

[~]MIXED

The client expressed clear concerns and urgency around lead quality, lost leads from widget failures, and being overwhelmed by content volume, but the discussion remained solution-oriented with concrete next steps and planned analyses.

Meeting Quality

EFFECTIVENESS78%

GOOD

Relationship Status

stable

Executive Summary

The meeting focused on diagnosing lead quality and attribution issues across paid social and Google Ads, with November performance (especially paid social) under scrutiny versus Google lead quality. The team also addressed operational bottlenecks (content volume, need for a PM/process), technical lead-capture failures (Podium widget), and paused SEO coordination pending alignment with the client’s agency.

Key Topics Discussed

Lead quality and channel performance (paid social vs. Google Ads)Clinic-level conversion rate variability and campaign review needsLead attribution gaps and non-attributable leads reportingPodium widget integration and lead capture failuresContent operations: volume management, request forms, and need for project managementSEO pause and coordination with the client’s agencyCRM stability and minor updates during marketing executionGoogle ad creative visibility/campaign status issuesAccess to call transcript folders and internal enablement

Decisions Made

✓Prioritize lead quality improvement and conduct a deeper November performance analysis, with emphasis on paid social vs. Google Ads lead quality and spend efficiency.
✓Pause/hold SEO work until coordination with the client’s agency to avoid repeating prior issues.
✓Investigate and resolve Podium widget integration/attribution issues due to confirmed lead loss.
✓Proceed with minor CRM updates while prioritizing system stability during ongoing marketing efforts.
✓Implement a more structured content request intake process, including defining requirements for a new request form and resending existing form links for review.

Follow-up Items

→Complete and share TRM copy draft for the January 1 ALC launch by tomorrow.
→Follow up internally on the resolution and provide an update on the non-attributable leads figure.
→Run a deep-dive analysis of November marketing performance (spend, lead quality, channel comparison: paid social vs. Google).
→Review all existing ad campaigns, focusing on Google campaigns and current-month creatives; collaborate to resolve creative visibility issues.
→Prepare and deliver detailed requirements/specifications for a new content request form by tomorrow.
→Finish the marketing piece that was started independently and report back with status/outcome.
→Troubleshoot Podium widget lead submission issues; validate lead volume/quality discrepancies and coordinate next steps with Judith.
→Ensure call transcript folder access is working; assist with relocation/sharing as needed.
→Investigate and fix Google ad creative visibility and campaign status issues with the team.
→Keep stakeholders updated on CRM changes and coordinate implementation with Judith to avoid disruption.
→Resend existing content request form links to Judith for review.
→Verify whether non-attributable lead numbers are updated in reports and confirm back to Judith.

Open Questions

?What is the root cause of the lead attribution gap (e.g., non-attributable leads) and when will reporting reflect corrected numbers?
?Why did Podium record 8 leads while the client’s widget recorded none—tracking, integration, routing, or form submission failure?
?What specific factors are driving lower conversion rates at certain clinics compared to Alertum’s 41% (lead quality, intake process, offer mismatch, or tracking)?
?Which Google campaigns/creatives are currently impacted by the visibility/status issue and what is the ETA for resolution?
?What is the agreed workflow/ownership for content requests (who approves, prioritizes, and manages volume), and is a dedicated project manager being assigned?
?What coordination steps and guardrails are needed with the client’s SEO agency before resuming SEO work?

AI Recommendations

★The meeting produced a strong set of actionable follow-ups across analytics, technical troubleshooting, and process improvements, but several critical issues remain unresolved (attribution discrepancies, widget failure root cause, and clinic-level conversion variance), indicating more investigation is needed.

Analysis generated: Dec 15, 2025, 11:43 AM

Action Items

Ensure call transcript folder accessibility and assist with any relocation or further sharing needs

🎤 Haris Karim

pending

Verify and confirm if non-attributable leads numbers are updated on reports, then report back to Judith

🎤 Haris Karim

pending

Finish the marketing piece she started independently and report back

🎤 Judith Martin

pending

Investigate and fix the Google ad creative visibility and campaign status issue with the team

🎤 Haris Karim

pending

Resend existing content request form links to Judith for review

🎤 Haris Karim

pending

Complete and share TRM copy draft for January 1 ALC launch by tomorrow

🎤 Judith Martin

pending

Follow up with team on resolution and update regarding non-attributable leads figure

🎤 Judith Martin

pending

Conduct a deep analysis of November marketing performance focusing on spending and lead quality, particularly regarding paid social vs. Google ads

🎤 Judith Martin

pending

Review all existing ad campaigns with a focus on Google campaigns and creatives for current month, and collaborate to fix creative visibility issues

🎤 Judith Martin

pending

Maintain updates on CRM changes and coordinate with Judith for smooth implementation

🎤 Haris Karim

pending

Prepare and provide detailed requirements/specifications for new content request form by tomorrow

🎤 Judith Martin

pending

Review and troubleshoot Podium widget lead submission issues, investigate lead volume and quality, and coordinate with Judith on next steps

🎤 Haris Karim

pending