Mike Zuccolotto <> The: Intro | Marketing & Analytics

matched

Wed, Nov 26, 2025, 3:00 PM • —

Client

ResCore Clinic

Participants

0 attendees

Action Items

15 pending

AI Meeting Analysis

AI GENERATED

Client Sentiment

[~]MIXED

The client expressed urgency and concern about a sharp decline in appointments, lead quality, follow-up, and potential compliance risks, but also showed optimism and commitment by confirming the partnership shift, agreeing to audits, and aligning on concrete next steps.

Meeting Quality

EFFECTIVENESS82%

EXCELLENT

Relationship Status

stable

Executive Summary

The meeting confirmed a shift of marketing ownership to Mike Zuccolotto and Haris Karim’s team to aggressively revive a declining sales pipeline and improve lead quality. Key focus areas included a website redesign for SEO and conversion performance, a full technology/CRM audit to address compliance and data-flow issues, and tighter sales-marketing coordination with improved tracking and communications.

Key Topics Discussed

Marketing partnership transition and onboardingSales pipeline decline and lead quality/follow-up issuesWebsite redesign for SEO and conversion improvementsTechnology stack audit (CRM, Utterfly, integrations, data flow) and compliance concernsLead tracking, attribution, and reporting improvementsGMB optimization and local SEOTelephony evaluation (RingCentral pause) and call handlingBuyer-intent data and targeted advertising to underserved segments (e.g., firefighters)Sales and marketing alignment and communication via SlackMigration planning away from Utterfly and potential platform upgrade

Decisions Made

✓Move forward with Mike and Haris’s team as the primary marketing partner focused on aggressive sales revival.
✓Proceed with a website redesign to improve SEO, user experience, and resolve technical inefficiencies.
✓Conduct a comprehensive audit of website, marketing accounts, CRM, Utterfly platform, and end-to-end data flows before finalizing the detailed roadmap/timeline.
✓Pause/avoid committing to RingCentral until telephony needs and compliance implications are evaluated.
✓Begin planning a migration away from the Utterfly system, including evaluating a potential platform upgrade.
✓Use buyer-intent data and targeted campaigns to reach underserved segments (e.g., firefighters).
✓Adopt Slack as a primary communication channel by adding Steve and Mike to the workspace.

Follow-up Items

→Client to sign and return the scope of work document to initiate services.
→Client to provide access to website, hosting, domain/DNS, Google (Analytics/Search Console/Ads as applicable), and social media accounts.
→Client to clarify data ownership and contract terms with the previous agency, especially around ad account ownership and transferability.
→Agency to run audits across website, marketing accounts, CRM, Utterfly, and data flows; document findings and risks (including compliance concerns).
→Agency to send scope of work plus a detailed roadmap/timeline after the initial audit is completed.
→Client to review website design drafts and share homepage examples/preferences for direction.
→Agency to execute onboarding/setup: SEO foundation, website redesign process, GMB optimization, and lead tracking implementation.
→Agency to create and coordinate a migration plan away from Utterfly (including data transfer and platform upgrade options).
→Agency to add Steve and Mike to Slack and establish communication norms (channels, response times, escalation path).
→Agency to advise on optimal telephony technology and provide a recommendation on whether/how to proceed with RingCentral.
→Agency to coordinate with developers on website design execution and ongoing marketing strategy implementation.
→Agency to provide interim inbound call support and deliver training on stem cell services (as discussed).
→Agency and client to collaborate on sourcing buyer-intent data and integrating it into focused ad campaigns.
→Agency to facilitate tighter coordination between sales and marketing teams (handoff process, follow-up expectations, reporting cadence).
→Agency to assist with CRM review and data transfer planning with Haris and Mike.

Open Questions

?Who currently owns the ad accounts and underlying data (Google Ads, Meta, etc.), and what is required to transfer access from the previous agency?
?What specific compliance issues exist in the current tech stack/data handling, and what remediation is required (and by when)?
?What is the recommended replacement for Utterfly, and what is the migration timeline, cost, and risk profile?
?What telephony solution best fits the business needs and compliance requirements, and should RingCentral be used at all?
?What are the root causes of the sales pipeline drop (lead source mix vs. targeting vs. speed-to-lead vs. sales follow-up quality), and how will success be measured?
?What buyer-intent data sources will be used, what budget is allocated, and how will intent signals be operationalized into campaigns and sales outreach?
?Who are the meeting participants/decision-makers on the client side for approvals (creative, budget, tech access, compliance)?

AI Recommendations

★The meeting produced clear direction (new marketing ownership, website redesign, audits, and communication workflow) and a robust action-item list. Effectiveness is reduced by unresolved ownership/access questions, unclear attendee roles, and several dependencies (audit outcomes, platform/telephony decisions) that could delay execution.

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

Action Items

Review and provide feedback on website design drafts and share homepage examples for design preferences (01:06:20)

🎤 Steve Poole

pending

Communicate data ownership and contract details with previous agency regarding ad accounts

🎤 Steve Poole

pending

Facilitate communication and coordination between sales team and marketing agencies

🎤 Michael Cowah

pending

Assist in transferring data and CRM review with Haris and Mike

🎤 Michael Cowah

pending

Sign and return the scope of work document to initiate services

🎤 Steve Poole

pending

Provide necessary access to website, hosting, domain, Google and social media accounts

🎤 Steve Poole

pending

Coordinate migration plan away from Utterfly system including potential platform upgrade

🎤 Haris Karim

pending

Offer interim inbound call support and training on stem cell services (01:11:07)

🎤 Mike Zuccolotto

pending

Lead onboarding and setup including SEO, website redesign, GMB optimization, and lead tracking system implementation

🎤 Haris Karim

pending

Provide continuous support and coordination with developers on website design and marketing strategies (01:06:20)

🎤 Mike Zuccolotto

pending

Conduct audits of current website, marketing accounts, CRM, Utterfly platform, and data flows

🎤 Haris Karim

pending

Advise on optimal telephony technology and pause current Ring Central adoption until evaluated (01:01:28)

🎤 Haris Karim

pending

Send scope of work and detailed roadmap/timeline after initial audit

🎤 Haris Karim

pending

Add Steve and Mike to Slack workspace for streamlined communication (01:00:02)

🎤 Haris Karim

pending

Collaborate on sourcing buyer intent data and integrating focused ad campaigns (01:13:00)

🎤 Mike Zuccolotto

pending