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Advanced Rejuvenation Center - Liviu B. Saimovici, MD

https://www.advancedrejuvenationcenters.com/ Optimize the existing website with unique CoolSculpting and CoolTone Content Digital Marketing Setup / Digital Marketing Management Starting in Jan 2020 we will start one blog article a month as well
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at Medstar
From the list: Digital Marketing Set Up

✔ Set up What Converts

Chris Z. added this on
Completed by Chris Z.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M.
Notes
Hector Mota, Operations Manager at Medstar Hector
Please set up an Agency Plan with What Converts. Add Saimovicci as the first user.
Isaac Klausnser, Medstar Isaac  - can you see if we can use What converts to add leads into the client lead sheet like we can with CallRail.com

Comments & Events

Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Chris Zelig, Medstar Chris
This has been done.
However, I am not certain about how to go about adding new user Saimovici. I want to make sure I am doing it correctly since we have never used this before. 
I have created and account for them and we are ready to go.
Isaac Klausnser, Medstar Isaac here is the login information so you can begin setting this up. 
https://app.whatconverts.com/
Username - support@medstarmedia.com
Password - Cool2021#$
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Chris Zelig, Medstar Chris Zelig
Hector Mota, Operations Manager at Medstar Hector  - do you mind watching some videos to get the number assigned, maybe set up a demo, this will probably be our new callrail.
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Chris Zelig, Medstar Chris Zelig
Hector Mota, Operations Manager at Medstar Hector  - let me try to set up the first one and you can learn later
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Yes, I kind of figured that because I did not want to mess anything up... 
I will watch some videos in the meantime to see what I can pick up. 
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Chris Zelig, Medstar Chris Zelig
Isaac Klausnser, Medstar Isaac  - I hooked up a number pool and it is switching on the website. Can you see if you can get it to hook up to Zapier so you can hook it up in their leadsheet, could we possibly add them to the high-level campaign as well. See what we can do with the integrations. 
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Isaac Klausnser, Medstar Isaac Klausnser
Chris Zelig, Medstar Chris - Will check.
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Isaac Klausnser, Medstar Isaac Klausnser
Chris Zelig, Medstar Chris - I have now hooked it up to their leadsheet.
Screenshot 2021-09-21 at 1.46.01 PM.png 56.4 KB • Download

I would recommend we connect phone leads to a separate tab in the same sheet so in the future if we need to export the leads from this sheet to do a text blasts we wouldn't have to filter. 

Also, I have only connected the phone leads to the sheet and not to their GHL.
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Chris Zelig, Medstar
Chris Zelig completed this to-do.