--- title: Post-Call Debrief — 2026-04-05 type: article created: '2026-04-05' updated: '2026-04-05' source_docs: - raw/2025-10-09-a-new-dawn-shine-marketing-call-93043328.md tags: - meeting - client - shine - a-new-dawn - wordpress - forms - gravity-forms - crm - jane-app - seo - hosting - wireframe - debrief layer: 2 client_source: A New Dawn / Shine industry_context: b2b-services transferable: false --- # Post-Call Debrief — 2026-04-05 Internal debrief between Sebastian Gant and Melissa Cusumano following a client call with Katie Geiser (A New Dawn / Shine Marketing). Covers five active threads: WordPress contact form fix, Jane CRM evaluation, website wireframe planning, hosting and services agreements, and SEO work status. **Attendees (internal):** Sebastian Gant, Melissa Cusumano **Client present on prior call:** Katie Geiser (kgeiser@anewdawntherapyllc.com) --- ## Overview The call with Katie surfaced an urgent contact form issue that neither Sebastian nor Melissa had fully registered during the meeting itself. The debrief was used to triage that, clarify the Jane CRM situation, and plan next steps across design, agreements, and SEO. --- ## Key Decisions - **Contact form fix is high priority** — assign to Eshak, Jeff, or Akeek; target resolution by Friday. - **Jane CRM: wait and see** — Katie is still evaluating Jane; hold off on any form migration decisions until she confirms. In the meantime, keep the existing WordPress forms functional. - **Gravity Forms preferred over WP Forms** for new WordPress builds; if Jane is adopted, its native forms may replace both. - **Hosting agreement should be a separate document** from the additional services agreement — Sebastian to draft both from existing templates. - **SEO work (Yasha) stays on hold** until hosting decision is confirmed. - **Wireframe first, then client approval, then development** — Sebastian and Melissa will draft the wireframe together before looping in a designer or developer. - **Future client calls: 30/30 split** — 30 minutes per project to avoid topic-jumping confusion. --- ## Action Items | Owner | Task | Deadline | |---|---|---| | Sebastian | Assign Eshak / Jeff / Akeek to investigate and fix WordPress contact form | Today (task in system ASAP) | | Developer (Eshak / Jeff / Akeek) | Investigate and resolve contact form issue on Shine WordPress site | Friday | | Sebastian | Draft and send hosting agreement (separate doc, based on existing template) | ASAP | | Sebastian | Draft and send additional services agreement | ASAP | | Sebastian | Follow up with Katie on Jane CRM decision | After Katie confirms | | Sebastian | Inform Yasha that SEO/backend work is on hold pending hosting confirmation | ASAP | | Sebastian + Melissa | Working session to draft website wireframe (button placement, conversion actions) | Tuesday 2:30–3:00 PM | | Sebastian + Melissa | Send wireframe to Katie for approval before any development begins | After Tuesday session | --- ## Topic Notes ### WordPress Contact Form Issue The contact form on Shine's WordPress site is not functioning properly. This was flagged by Katie on the call but didn't fully register in the moment. It's now the most urgent open item. - Current setup uses WP Forms - Melissa's preference for new builds is Gravity Forms (included in agency tooling, no extra cost) - If Katie adopts Jane, Jane's native forms (which support questionnaires, consents, and insurance fields) may replace WordPress forms entirely - For now: fix what's broken, don't migrate anything ### Jane CRM Evaluation Katie mentioned Jane as a potential CRM platform she's been shopping. She hasn't committed yet — it was her current favorite among options she was evaluating. - Jane includes: forms, questionnaires, consents, insurance features - If adopted, all marketing tools will need to integrate with Jane - Agency should request access if/when Katie moves forward - **No action until Katie confirms her decision** See also: [[concepts/crm-platform-selection]] (if applicable) ### Website Design & Wireframe Sebastian raised the question of how to handle conversion action placement (button positioning, highlighted CTAs) on the Shine site. Agreed process: 1. Sebastian and Melissa draft a rough wireframe together (Tuesday 2:30–3:00 PM) 2. Send wireframe to Katie for approval 3. Hand off to developer (not a full designer engagement unless form changes require it) This is not a full redesign — scope is limited to CTA/button placement and flow adjustments. ### Hosting & Services Agreements No hosting agreement has been sent to Katie yet. The additional services agreement also hasn't gone out. Both need to be created from existing templates and sent separately. - Hosting = its own agreement - Additional services = separate agreement - Sebastian owns both; copy-paste from templates ### SEO Work (Yasha) Yasha is waiting on hosting confirmation before proceeding with foundational SEO and backend work. This is a deliberate hold — past experience with working inside clients' own hosting environments (referenced: Hooper, Didion) has caused headaches, so the team wants hosting sorted first. ### Meeting Structure Reflection Sebastian noted that jumping between two projects in a single client call created confusion. Going forward: **split multi-project calls into 30-minute blocks per project.** --- ## Transcript Excerpts > **Melissa:** "What I think it sounds like is it could be her CRM instead of us being like, hey, we need to go do a Go High Level… I think she's just letting me know that everything needs to be able to talk to that." > **Melissa:** "I prefer Gravity Forms or WordPress Forms… when we usually start a new website, we almost always just add Gravity Forms because it's not an extra cost." > **Sebastian:** "Yasha's just waiting for me to let him know about the hosting side of things. I don't know how much it actually affects it, but to me, it felt like we should sort that before we get too far in the back end." > **Sebastian:** "I do think future meetings should be 30 minutes one, 30 minutes other, because I felt like I'd formatted it well, but then when I was actually talking about it, I realized jumping from one to the other was a little confusing." > **Melissa:** "Get that task in there today so somebody can probably fix it by Friday. That's probably pretty hot." --- ## Related - [[clients/current/new-dawn-shine/_index]] - [[concepts/wordpress-forms-gravity-vs-wpforms]] - [[concepts/crm-platform-selection]]