Client session

Therapro

Tuesday, March 31, 2026 at 5:00 PM

Duration (min)

Notes

### Outstanding Balance & Payment Plan

- Current balance: $2,350 after removing duplicate charges
  - Eliminated $1,300 duplicate invoice from 12/1/25 (consolidated 2024 invoices)
  - Removed $100 paid invoice #2648 from July 2024 (check #2252, Sept 5th)
- Payment plan: $450/month for 6 months
  - Doug requested full 6-month timeline vs 3-month option
  - Will accumulate additional charges during catch-up period

### Meeting Frequency Reduction

- Moving from weekly to monthly meetings (every 4 weeks)
  - Doug overwhelmed with other business priorities
  - Less staff, taking on more responsibilities personally
  - Next meeting: April 28th
- Maintaining full hourly rate despite reduced frequency
  - Nick available for crisis management if needed
  - Google Ads campaigns can change suddenly

### Campaign Performance & Strategy

- Paused Performance Max campaign - major losses
  - Spent couple thousand for only $250 return
  - Karen temporarily shut down all campaigns in panic
  - Now back to running 2 successful campaigns only
- Current campaigns performing exceptionally well
  - Nick noted among his strongest performing accounts
  - High ROI despite reduced attention
- Dismissed Google's Performance Max recommendation

### Website Development Challenges

- Completed Phase 1: platform-agnostic improvements
  - Fixed URLs, discontinued products, general issues
  - Improved 5/6 SEO categories from 40-60% to 75-100%
- Core Web Vitals still problematic (10% score)
  - Load speed issues require coding work
  - Any fixes would need redoing on new platform
  - Reluctantly proceeding with current platform fixes
- Platform migration constraints
  - NetSuite upgrade: $50K upfront + $60K/year
  - Alternative platforms still require significant investment
  - Stuck with current limited platform 1-2 years

### Google Shopping Integration Project

- Nick proposed AI-assisted coding solution for NetSuite integration
  - Demonstrated rapid website development capabilities
  - Suggested automated export from NetSuite to Google Merchant Center
- Doug's concerns about complexity
  - Multiple system integrations required (Klaviyo, Ozlink, CyberSource)
  - Parent-child product relationships complicate data export
  - Limited technical resources (just Doug handling integrations)
- Next steps: Doug to create automated NetSuite export with required fields
  - Nick shared Google Shopping requirements spreadsheet
  - Will address parent-child data mapping issues at next meeting

Action items