Client session

K Play Solutions

Thursday, February 26, 2026 at 6:00 PM

Duration (min)

Notes

### Stock Portfolio Review

- Portfolio performance mixed today
  - Winners: Tesla up $350, Costco up $700, AMD up $90 (4%)
  - Losers: Netflix down 5%, Google down $180, Amazon down $90
  - AppLovin up 15% since purchase (couple weeks ago)
- Amazon concerns due to heavy AI/capex spending in AWS
- Netflix CEO meeting with Trump at White House regarding Warner/Paramount situation
- Decision to hold Google despite recent losses

### Website Updates & Project Management

- Completed video/rendering uploads for multiple projects
  1. Christ Fellowship Church - added renders and 3D animated video
  2. Explorer's Outpost - updated with video and drawings
  3. Play Gallatin - confirmed updated
- Identified missing elements across projects
  - Roly Poly needs renderings and activity detail
  - Southwest Trainees has old manual page, needs database integration
  - Wild Things needs additional photos from their website
- Action plan: Brian to review all projects systematically for missing renders/activity details

### Google Reviews & Lead Management Issues

- Google Reviews display problem discovered
  - Shows 7 total reviews but only displaying 3
  - Missing reviews from Rick Tory (first reviewer) and Bailey Ann (newest)
  - All 7 reviews visible in Brian's custom system
- PipeDrive character limit issue
  - Special notes field cuts off at 255 characters
  - Full content visible in email but truncated in CRM
- Lead quality remains strong at ~$50 cost per conversion, 7% conversion rate
- Spending $5,400/month on Google Ads with consistent performance

### Action Items

- Brian: Investigate Google Reviews display issue - why only 3 of 7 reviews showing
- Brian: Research increasing PipeDrive special notes character limit or reduce JotForm limit to match
- Brian: Complete systematic review of all website projects for missing renders/activity details
- Brian: Email Google review link template for easier customer reviews
- Brian: Clean up final follow-ups list, removing inactive leads

Action items