J + H Touchbase
matchedMon, Dec 15, 2025, 1:30 PM • —
Client
Princeton Medspa Partners
Participants
0 attendees
Action Items
12
11 pending
AI Meeting Analysis
AI GENERATEDClient Sentiment
[-]NEUTRALThe tone is pragmatic and problem-solving: concerns about underreported metrics and platform costs were raised, but the discussion focused on validation steps and corrective actions rather than expressing strong satisfaction or dissatisfaction.
Meeting Quality
Relationship Status
stableExecutive Summary
The team aligned on how consultation rebooking rates should be measured, confirming that consults followed by same-day treatments are being counted and addressing prior concerns about underreporting. They also discussed strengthening CRM capabilities (potentially via a dedicated specialist), preparing PPC updates ahead of the holiday break, and implementing immediate cost controls by pausing/ending payments for certain platforms while preserving data temporarily.
Key Topics Discussed
Decisions Made
- ✓Treatments performed the same day as a consultation are counted toward consultation rebooking metrics (to address underreporting concerns).
- ✓Pause/stop payments for KCC (and assess GHL value) by removing the credit card, while delaying data deletion for approximately one month to preserve access if needed.
- ✓Proceed with a PPC campaign review cadence: prepare for Wednesday review and incorporate Judith’s feedback into a Friday update before her leave.
- ✓Prioritize UI consistency improvements for Skin Fitness and Laser Hair Removal folders/programs to improve clarity and usability.
Follow-up Items
- →Pull and analyze Monopoly clinic consultation rebooking data for a one-week period to verify same-day treatment attribution.
- →Provide screenshots/UI examples demonstrating how consult + same-day treatment is recorded in the system to rebut undercounting claims.
- →Contact the results team to confirm official definitions for same-day bookings and consultation rebooking metrics.
- →Audit Mirabile clinic records to find consults without subsequent service creation and document real examples.
- →Remove the credit card from the KCC account to stop payments immediately; maintain data for ~1 month before deletion per instructions.
- →Investigate turning off unused accounts/services (including GHL and other tools) to reduce costs and document savings impact.
- →Harmonize UI presentation for Skin Fitness and Laser Hair Removal (folder structure, naming, graphics) to eliminate inconsistencies and improve readability.
- →Prepare materials for Wednesday PPC review and incorporate Judith’s feedback into the Friday update before she is out.
- →Send Judith progress updates on CRM strategy, metrics validation, PPC updates, and UI work during her limited availability period.
- →Direct Evan and Haris on the proof package for same-day treatment/consult rebooking logic and ensure consistent internal messaging.
- →Execute KCC removal from metrics/reporting and manage the timeline for full deletion after the hold period.
- →Provide internal guidance/recommendations on UI graphic adjustments and the CRM staffing need (scope, responsibilities, expected impact).
Open Questions
- ?What is the final, documented definition of consultation rebooking rate (including edge cases like same-day treatment, reschedules, and service creation timing) as confirmed by the results team?
- ?Do the Monopoly and Mirabile clinic audits reveal systematic gaps (e.g., consults not followed by service creation) that could still cause undercounting despite same-day treatment counting?
- ?Should the agency/client hire a full-time CRM specialist now, and what exact responsibilities, KPIs, and reporting cadence would justify the cost?
- ?What is the final decision on GHL (keep, downgrade, or cancel), and what criteria will be used to assess value before turning it off?
- ?What is the approved UI standard (templates, folder taxonomy, graphic rules) for Skin Fitness and Laser Hair Removal to ensure consistency going forward?
AI Recommendations
- ★The meeting produced clear next steps across metrics validation, cost control, PPC planning, and UI cleanup, with concrete actions and near-term deadlines. Some items remain open (final metric definitions, CRM staffing decision, GHL disposition), preventing a higher score.
Analysis generated: Dec 15, 2025, 7:35 PM
Action Items
Provide guidance on UI graphic adjustments and CRM staffing needs
Contact results team to confirm definitions regarding same-day bookings and consultation rebooking metrics
Order KCC removal from metrics and payments and control timeline of deletion
Pull and analyze consultation rebooking data for the Monopoly clinic for a one-week period to confirm whether same-day treatment after consult is counted
Provide screenshots or UI examples showing how consultations plus same-day treatments are recorded in the system to counter claims of metric undercounting
Direct Evan and Haris on proving same-day treatment consult rebooking logic and ensuring clear internal communication
Harmonize UI presentation of Skin Fitness and Laser Hair Removal programs to improve readability and remove inconsistent graphics
Prepare for Wednesday PPC review meeting and incorporate Judith’s feedback for Friday update before her leave
Investigate turning off unused accounts/services to reduce costs
Remove credit card from KCC account to stop payments immediately while delaying deletion of all data for one month per instructions
Check Mirabile clinic’s consult and treatment records to identify if consults exist without subsequent service creations, to produce real-life examples
Completed (1)
Update Judith with progress on CRM and other discussed topics