Mtg with Dr. Samoivici- leads
Date: 1.12.21
Time:10am PST
Attendees: Dr. S, Floria, WZ, Vj
- WZ showed them the "Opportunities" section of HighLevel.
- wants an instant automation response and a second one in case they reply right away and a person hasn't had a moment to reply yet.
- task put in BC to Isaac to connect all forms
- wants "notes/message" section taken off lead forms. WZ put in BC for Isaac.
- Dr. S claimed there were leads from out of state. WZ reviewed leads on leadsheet and explained why this may seem like the case but was not.
- Out of 22 dnd/did not respond we were asking them to specify which were did not respond only. We suggested reaching out to them this week. Last week was a busy work week for people coming out of the holidays.
-WZ also suggested ideas for no-shows. Like "when you show up to your free consultation on time you get $50 off another service". Dr. agreed. Part of 2nd automation now.
-WZ put in BC to update gravity form to reflect this as well (above).
- Dr. wants to do 10% off products. WZ suggested a banner. Tasked in BC
-the dr said there's a short email message that should be going out through highlevel as well, WZ asked Isaac about it and will get back to the dr.
Time:10am PST
Attendees: Dr. S, Floria, WZ, Vj
- WZ showed them the "Opportunities" section of HighLevel.
- wants an instant automation response and a second one in case they reply right away and a person hasn't had a moment to reply yet.
- task put in BC to Isaac to connect all forms
- wants "notes/message" section taken off lead forms. WZ put in BC for Isaac.
- Dr. S claimed there were leads from out of state. WZ reviewed leads on leadsheet and explained why this may seem like the case but was not.
- Out of 22 dnd/did not respond we were asking them to specify which were did not respond only. We suggested reaching out to them this week. Last week was a busy work week for people coming out of the holidays.
-WZ also suggested ideas for no-shows. Like "when you show up to your free consultation on time you get $50 off another service". Dr. agreed. Part of 2nd automation now.
-WZ put in BC to update gravity form to reflect this as well (above).
- Dr. wants to do 10% off products. WZ suggested a banner. Tasked in BC
-the dr said there's a short email message that should be going out through highlevel as well, WZ asked Isaac about it and will get back to the dr.