Meeting report · 31 July 2026

Client Updates & Pending Confirmations

A consolidated view of current client statuses, documented follow-ups, next actions and decisions requiring Ani’s guidance.

12Clients reviewed
2Need Ani’s confirmation
6High or urgent items
31 JulReport date

Priority discussion

Priority updates and pending actions

Current client dependencies, confirmed directions and items that still require internal guidance.

Ashburton Dental Centre

High priority
Contact: Dr KavStatus: Waiting on client
Outstanding: regulatory documents, Facebook and Instagram access, campaign and script approval, preferred video topics, and confirmation of the three featured doctors. Dr Kav said he was waiting for details from Mandy. A response to the AI Preferences Survey sent on 30 July is also pending.
9 documented client contacts / requests
  1. 14 Jul — Requested social access, topics and featured doctors.
  2. 15 Jul — Requested regulatory documents and followed up on other requirements.
  3. 17 Jul — Followed up on account access.
  4. 20 Jul — Followed up on all items and sent the campaign strategy.
  5. 21 Jul — Followed up on topics and featured doctors.
  6. 23 Jul — Sent the strategy and scripts, followed up on all requirements, and flagged Dr Kav’s lack of response to Ani.
  7. 24 Jul — Dr Kav advised that he was waiting for Mandy to provide the required information.
  8. 29 Jul — Latest general follow-up sent to Dr Kav.
  9. 30 Jul — AI Preferences Survey sent; response pending.
Next actionContinue coordinating with Dr Kav to confirm whether the required information has already been collected from Mandy, and follow up on the AI Preferences Survey sent on 30 July.

Signature Dental

High priority
Contacts: Sheetal & Dr BhumitStatus: Documents, development, GHL campaign completion and AI survey response pending

Completed / progressing

  • Three clinic-specific HTML emails approved.
  • A task card has been created for COM Tiffany to send the email campaign through GHL. I will coordinate with her until the campaign is completed.
  • Website development assigned from the sitemap.
  • Social accounts planned under one Signature Dental account.
  • Dr Bhumit approved using AI voice for the clinic-name correction.
  • Ani’s photo guidance was relayed: the supplied clinic images are from South Perth; headshots may be used for any location, and all images may be used throughout the website.

Still pending

  • Completion of the GHL email campaign task assigned to COM Tiffany.
  • Full ASIC Company Extract / regulatory bundle.
  • Response to the AI Preferences Survey sent on 30 July.
8 documented dated actions / requests
  1. 10 Jul — Requested June new-patient number; 52 confirmed.
  2. 20 Jul — Internal coordination with Queney regarding reporting.
  3. 21 Jul — Requested separate Forrestfield regulatory bundle.
  4. 22 Jul — Advised client that additional information was no longer needed.
  5. 29 Jul — Sent initial HTML email draft.
  6. 29–30 Jul — Completed revisions and received final approval.
  7. 30 Jul — AI Preferences Survey sent; response pending.
  8. 31 Jul — Created a task card for COM Tiffany to send the email campaign through GHL; completion will be coordinated with her.
Next actionCoordinate with Tiffany until the GHL email campaign is completed, proceed using Ani’s confirmed photo guidance, and follow up on the AI Preferences Survey sent on 30 July.

Enso Dental North Perth

High priority
Contact: Dr Ryan / KatStatus: Social activity and strategy approved to proceed
Regulatory bundle and Jan–Jun patient numbers are complete. The six-month campaign report was sent to Ani. Ani has given the go-ahead to continue social media posting, and this approval has already been relayed to the team together with the instruction to prepare the campaign strategy. The exact October shoot date, professional staff photos and AI Preferences Survey response are still pending.
1 initial request + 5 follow-ups + 1 survey request
  1. 8 Jul — Initial request.
  2. 13, 17, 20 & 24 Jul — Four follow-ups; no response.
  3. 29 Jul — Fifth follow-up on professional photos; Dr Ryan responded on other items.
  4. 29 Jul — Ani approved resuming social media posting and preparing the campaign strategy; direction relayed to the team.
  5. 30 Jul — Six-month report sent to Ani.
  6. 30 Jul — AI Preferences Survey sent; response pending.
Next actionContinue coordinating the approved social media posting and campaign strategy. Await confirmation of the AI Preferences Survey sent on 30 July, the exact October shoot date and the professional staff photos.

Open Enso report

Impact Shockwave & Technology Centre

High priority
Contact: Nick WiggerStatus: Internal update needed
New address: Tower C, Level 4, Suite 404, 44 Barry Marshall Parade, Murdoch WA 6150.
No dated follow-ups recorded
Confirmation requestedHas the address been updated across the website, Google Business Profile and other public materials, or should I coordinate the updates?

Veros Health

Urgent
Contact: Nick WiggerChannel: #veros-healthTeam: Ani, Charlie, Karla, JC, Pradeep, Lianna
Website remains in progress. Nick preferred Version 3 with the gold palette. JC completed revisions and shared the updated homepage for internal review.
1 documented internal review request
  1. 23 Jul — Ani instructed JC to proceed with development.
  2. 29 Jul — JC shared the updated homepage and requested review from Ani, Charlie and Karla; Lianna was copied.

Checks before client review

  • Confirm every requested revision is addressed.
  • Do not refer to Nick as “Dr”.
  • Maintain a premium, private, discreet and professional tone.
  • Continue monitoring the Discord channel.
Confirmation requestedIs the 29 July homepage approved, and should I send it to Nick or will Ani send it directly?

Open Veros homepage

External dependencies

Waiting on clients or documents

Stones Corner Dental

High priority
Contact: Dr ShilpaStatus: Waiting on ASIC documents and AI survey response
June patient number confirmed as 50. The $10/day increase was approved and communicated. April–June report was approved and sent. Confirmation of the AI Preferences Survey sent on 30 July is still pending.
1 initial request + 4 follow-ups + 1 survey request
  1. 16 Jul — Initial regulatory-document request.
  2. 17, 20, 27 & 29 Jul — Four follow-ups.
  3. 29 Jul — Dr Shilpa said she was waiting for another person to send the ASIC documents.
  4. 30 Jul — AI Preferences Survey sent; response pending.
Next actionContinue waiting for the ASIC documents and follow up on the AI Preferences Survey sent on 30 July.

Open Stones Corner report

Monitor only

Internal, inactive or on-hold clients

Archer St. Physiotherapy Centre

Low

No active action. All client communication goes through Charlie. Wait until Charlie assigns or forwards a request.

No dated follow-ups recorded

Ridge Medical Centre

Low

No active action. Website changes are managed through Charlie and the shared “No Access” channel.

No dated follow-ups recorded

Pristine Auto Haus

Low

No active request. Check only for website updates or WA public-holiday trading hours, then notify Karla if GBP changes are required.

No dated follow-ups recorded

Crown Holistic Dental

On hold

Staff-photo website request is on hold. This is a pay-per-request client; check scope and pricing with Ani before committing to new work.

No dated follow-ups recorded

Dr Grillz / Dr Maheer Shah

No active action

Keep the ecommerce stream separate from the five-page professional website. Identify the correct site before routing technical work through Charlie or the development team.

No dated follow-ups recorded

Impact Dry Needling Clinic

No active action

Confirm that any request belongs to Dry Needling, then review the active task cards and content calendar. Keep it separate from Impact Shockwave and Veros Health.

No dated follow-ups recorded

Meeting discussion

Training and workflow guidance

“I’d like to ask for more structured training on the services we offer and the actual workflow for each one. At the moment, I only have a basic understanding of what each service is, but I’m still unclear about the complete process from beginning to end.

For each service, I’d like to understand what information and access I need to collect from the client, what my responsibilities are, who handles each deliverable, what approvals are required, and when I should follow up or escalate.

I’d also appreciate clearer explanations of the terminology we regularly use, such as campaign strategy, landing pages, creatives, shoot briefs and teleprompter scripts—including their purpose, when they are needed and who is responsible for them.

Queney and Lianna have been very helpful in guiding me on shoot briefs and EOM reports. I would especially like to acknowledge Ate Bettina, who has been very helpful in giving me an overview of my new role and responsibilities. She also continues to guide me through the overall process whenever I encounter a new or unfamiliar task.

Their support has helped me a lot. However, having official workflows, checklists and a clear responsibility map would help me work more confidently, coordinate with the correct people and prevent delays or missed steps.

I’ve also created a report outlining the specific training and workflow guidance I’m requesting. I can share it with the team after the meeting for review and discussion.”

Open the workflow training request

Accuracy note: Counts include only dated contacts and follow-ups recorded in the supplied client history. Items without dated records are clearly labelled rather than estimated.