Client Meeting Agenda

### **Meeting Details**

- **Date:** July 14, 2024
- **Time:** 10:45 AM - 12:30 PM
- **Location:** Zoom / Conference Room 2
- **Attendees:**
    - Ross Geller, Account Manager
    - Carol Willick, Brand Manager, Susan Foundation
    - Monica Geller, Onboarding Manager
    - Judy Geller, Assistant Vice President, Retention

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### **Agenda Overview**

- **Purpose of the Meeting:**
Discuss Q3 growth strategy to increase brand visibility and discuss pending project milestones.

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### **Introductions and Recap (4 mins)**

In our last review meeting, we discussed the video campaign for Q2. Today, we’ll dive into how we can leverage Instagram for TikTok content houses to increase brand visibility.

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### **Current Project Status (8 mins)**

- Our website has been revamped: Targeting deployment by Q3 beginning.
- We have increased our funding from social by 35% over Q1.

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### **Feedback and Discussion (8-12 mins)**

- What are your thoughts on Q1 performance? Especially the funding rate.
- Are there any feedback for us based on the report we shared on 06-14-2025?

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### **Upcoming Opportunities / Strategy (15 mins)**

- Launch a new “Adopt a plant” initiative on Instagram and TikTok targeting an audience primarily from the Washington DC area.
- Launch a special adoption program leading up to and during thanksgiving and Halloween weeks to hit our funding goals.

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### **Action Items and Next Steps (5-8 mins)**

- Q3 Draft to be ready by August 25.
- New brand design to be approved by Carol Willick.
- Carol Willick to provide stock footage of the foundation building
- Ross Geller to present the upcoming initiatives to the foundation board.

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### **Closing Remarks (2 mins)**

Our next check-in will be on August 28. We’ll follow up with a detailed report on all action items agreed upon in this meeting.

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### **Post-Meeting Follow-Up**

- Follow-up email with a meeting notes and action items.