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Date: Fri, 04 Jul 2025 13:53:55 +0000 (UTC)
From: Meeting Summary with AI Companion <no-reply@zoom.us>
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Subject: Meeting Summary for Team meeting Suzana &  Bhavya
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To: suzana@digitalaesthetics.org

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lor: #131619;font-family: Arial,Helvetica,sans-serif;line-height: 24px;font=
-weight: 590;">
                                                <strong>Meeting summary for=
 Team meeting Suzana &amp;  Bhavya
                                                    (07/04/2025)</strong>
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nding-doc-summary"
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                                                    <h2 id=3D"quick-recap" =
style=3D"font-size:16px;line-height:24px">Quick recap</h2>
<p style=3D"font-size:14px;line-height:20px">Suzana and Bhavya discussed cl=
ient meetings and email communication strategies, including updating trigge=
r emails for a new course cohort starting July 21st and setting up automati=
on rules for safety code order forms. They reviewed Bhavya&#39;s progress i=
n copywriting and organization skills while exploring data analytics capabi=
lities through System.io and other tools. The conversation ended with discu=
ssions about tracking website visitors, managing funnels, and planning futu=
re tasks including email edits and exploring Zapier integrations.</p>
<h2 id=3D"next-steps" style=3D"font-size:16px;line-height:24px">Next steps<=
/h2>
<ul style=3D"font-size:14px;line-height:20px"><li>Bhavya to edit the trigge=
r email copy to include information about the course start date (July 21st)=
 and access details.</li><li>Bhavya to update the thank you page content wi=
th course start date and access information.</li><li>Bhavya to craft and up=
date the email copy in the automation workflow for new sign-ups.</li><li>Bh=
avya to experiment with setting up page visit tracking for the &#34;Returni=
ng to Love&#34; sales page using System.io&#39;s automation rules.</li><li>=
Suzana to record and send a loom video demonstrating the automation setup p=
rocess.</li><li>Suzana to upload the meeting recording to Google Drive and =
Slack within an hour.</li><li>Suzana and Bhavya to discuss Zapier integrati=
on and deeper analytics setup in their next call on Monday.</li></ul>
<h2 id=3D"summary" style=3D"font-size:16px;line-height:24px">Summary</h2>
<h3 id=3D"client-meetings-and-email-updates" style=3D"font-size:14px;line-h=
eight:20px">Client Meetings and Email Updates</h3>
<p style=3D"font-size:14px;line-height:20px">Suzana and Bhavya discussed th=
eir weekly client meetings, which last between 2-5 hours. They then address=
ed a request from Carrie to modify the trigger email copy regarding course =
access, which needed to be updated to reflect the new start date of July 21=
st. The conversation briefly touched on eye protection while working at scr=
eens, with Suzana sharing her experience of using glasses for 25 years.</p>
<h3 id=3D"trigger-email-system-setup" style=3D"font-size:14px;line-height:2=
0px">Trigger Email System Setup</h3>
<p style=3D"font-size:14px;line-height:20px">Suzana guided Bhavya through t=
he process of setting up a trigger email system for the safety code order f=
orm in the sales funnels. They discussed how to customize email copy, save =
automation rules, and apply safety code tags to new sales. Bhavya learned t=
hat the trigger email should inform customers that the course hasn&#39;t st=
arted yet, addressing their confusion about receiving classes or lessons.</=
p>
<h3 id=3D"cohort-welcome-email-updates" style=3D"font-size:14px;line-height=
:20px">Cohort Welcome Email Updates</h3>
<p style=3D"font-size:14px;line-height:20px">Suzana and Bhavya discussed up=
dating the welcome email and trigger email for a cohort starting on July 21=
st. They decided to include the Zoom link, dates, and times in the trigger =
email when users sign up. Bhavya will craft an email with this information =
and update the copy in the workflow builder. They agreed to send one or two=
 trigger emails to the existing email list rather than running a full campa=
ign.</p>
<h3 id=3D"copywriting-progress-and-task-guidance" style=3D"font-size:14px;l=
ine-height:20px">Copywriting Progress and Task Guidance</h3>
<p style=3D"font-size:14px;line-height:20px">Suzana and Bhavya discussed Bh=
avya&#39;s progress in copywriting and organization skills, with Suzana pra=
ising Bhavya&#39;s work and expressing admiration for Caddy&#39;s expertise=
. They briefly touched on Bhavya&#39;s potential involvement in a design co=
urse. The conversation then shifted to completing a copy task, with Suzana =
guiding Bhavya on how to use saved copy and set up automation. Bhavya confi=
rmed that she had completed her to-do list items, including providing dates=
 for buyers and working on pre-launch workbooks.</p>
<h3 id=3D"website-traffic-analytics-setup" style=3D"font-size:14px;line-hei=
ght:20px">Website Traffic Analytics Setup</h3>
<p style=3D"font-size:14px;line-height:20px">Bhavya asks Suzana about study=
ing data and analytics for website traffic. Suzana explains that while Syst=
em.io has limited analytics capabilities, they can set up Facebook pixel ev=
ents in each funnel to track insights. She demonstrates how to access these=
 settings in the system and mentions that data can be tracked through Meta =
Business Manager and Zapier as well. Bhavya then shares an idea inspired by=
 studying another email campaign with pre-launch, launch, and post-launch p=
hases.</p>
<h3 id=3D"marketing-strategies-and-content-expansion" style=3D"font-size:14=
px;line-height:20px">Marketing Strategies and Content Expansion</h3>
<p style=3D"font-size:14px;line-height:20px">Bhavya discussed a marketing s=
trategy where a sales page visitor was tracked and sent personalized follow=
-up emails, which Suzana confirmed was effective for a program called Scale=
s Pool. They discussed how Carrie, who has gained significant TikTok follow=
ers, is now expanding to YouTube and embedding blog content to leverage her=
 storytelling videos for monetization. Bhavya noted that Carrie had recentl=
y launched two masterclasses, with one attracting 500 sign-ups.</p>
<h3 id=3D"landing-page-visitor-tracking-setup" style=3D"font-size:14px;line=
-height:20px">Landing Page Visitor Tracking Setup</h3>
<p style=3D"font-size:14px;line-height:20px">Bhavya and Suzana discussed tr=
acking visitors to the &#34;Returning to Love&#34; landing page and creatin=
g a workflow to monitor page visits. Suzana demonstrated how to set up auto=
mation rules in the system, including applying a tag for visitors and creat=
ing a workflow to send notifications. They agreed to start with this basic =
setup and potentially explore more advanced tracking options if needed.</p>
<h3 id=3D"funnel-management-process-setup" style=3D"font-size:14px;line-hei=
ght:20px">Funnel Management Process Setup</h3>
<p style=3D"font-size:14px;line-height:20px">Bhavya and Suzana discussed se=
tting up a process for managing funnels, with Suzana guiding Bhavya through=
 the steps. They agreed to experiment with the process for the &#34;Returni=
ng to Love&#34; launch before implementing it for future launches. Bhavya p=
lanned to edit the email and thank you page after the call. They also decid=
ed to explore Zapier and its integration with Google Chat and quizzes in th=
eir next meeting on Monday. Suzana offered to provide training on Zapier an=
d share a recording of the current session in the Google Drive or on Slack.=
</p>

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erif;vertical-align: top;line-height: 16px;">
                                                        AI-generated conten=
t may be inaccurate or misleading. Always check for accuracy.
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2px;font-size: 14px; line-height: 18px;">
                                                    Best,
                                                </td>
                                            </tr>
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                                                <td style=3D"font-size: 14p=
x; line-height: 18px;padding-top: 10px;">
                                                    Zoom
                                                </td>
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                            </tr>
                            
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                                <td style=3D"padding-top: 56px;background-c=
olor: #FFFFFF;">
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llpadding=3D"0" cellspacing=3D"0">
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                                                <a href=3D"https://twitter.=
com/zoom"
                                                   style=3D"text-decoration=
: none;display: inline-block;">
                                                    <img alt=3D"Twitter" bo=
rder=3D"0" height=3D"32"
                                                         src=3D"https://cli=
ck.zoom.us/l/84442/2019-12-26/bfs1bv/84442/140021/Social_Twitter_2020.png"
                                                         style=3D"width: 32=
px; height: 32px; border-width: 0px; border-style: solid;"
                                                    />
                                                </a>
                                            </td>
                                            <td style=3D"padding-left:16px;=
 padding-right: 16px;">
                                                <a href=3D"https://www.link=
edin.com/company/zoom-video-communications/"
                                                   style=3D"text-decoration=
: none;display: inline-block;">
                                                    <img alt=3D"LinkedIn" b=
order=3D"0" height=3D"32"
                                                         src=3D"https://cli=
ck.zoom.us/l/84442/2019-12-26/bfs1bs/84442/140023/Social_LinkedIn_2020.png"
                                                         style=3D"width: 32=
px; height: 32px; border-width: 0px; border-style: solid;"
                                                    />
                                                </a>
                                            </td>
                                            <td>
                                                <a href=3D"https://blog.zoo=
m.us/"
                                                   style=3D"text-decoration=
: none;display: inline-block;">
                                                    <img alt=3D"Blog" borde=
r=3D"0" height=3D"32"
                                                         src=3D"https://cli=
ck.zoom.us/l/84442/2019-12-26/bfs1bx/84442/140025/Social_Blog_2020.png"
                                                         style=3D"width: 32=
px; height: 32px; border-width: 0px; border-style: solid;"
                                                    />
                                                </a>
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llpadding=3D"0" cellspacing=3D"0" width=3D"100%">
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                                            <td style=3D"font-size:12px; li=
ne-height:16px; color:#6E7680; text-align:center;padding-top: 16px;">
                                                +1.888.799.9666
                                            </td>
                                        </tr>
                                        <tr>
                                            <td style=3D"font-size:12px; li=
ne-height:16px; color:#6E7680; text-align:center;padding-top: 10px;">
                                                =A92025 Zoom Communications=
, Inc.
                                            </td>
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                                            <td align=3D"center"
                                                style=3D"padding: 16px 0 0;=
font-size:12px;line-height:16px;color:#6E7680;"
                                                valign=3D"top">
                                                Visit <a
                                                        href=3D"https://zoo=
m.com"
                                                        style=3D"color:#6E7=
680" target=3D"_blank">zoom.com</a>
                                            </td>
                                        </tr>
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                                            <td align=3D"center"
                                                style=3D"padding: 4px 0 32p=
x;font-size:12px;line-height:16px;color:#6E7680;"
                                                valign=3D"top">
                                                <a href=3D"https://www.goog=
le.com/maps/place/55+Almaden+Blvd,+San+Jose,+CA+95113/@37.3328541,-121.8970=
97,17z/data=3D!3m1!4b1!4m5!3m4!1s0x808fcca40adf3cb7:0x5a2d33d3593e0a33!8m2!=
3d37.3328541!4d-121.8949083"
                                                   style=3D"color:#969AA1; =
text-decoration: none;" target=3D"_blank">
                                                    55 Almaden Blvd<br/>San=
 Jose, CA 95113
                                                </a>
                                            </td>
                                        </tr>
                                        </tbody>
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