Hector
can we share with the emails provided in their spreadsheet? as well as send them the link through support.
When you send this email save this as a canned response from support@medstar . Everytime a lead sheet gets created I want you to share with client and send link :
This is a spreadsheet to help you keep your leads organized. This spreadsheet gets automatically updated when a customer fills out a request for a consultation on your website. Please do not edit any of the grey fields as they are automatically connected to the forms. The green areas to the right are good to edit, and we encourage your staff to use this lead sheet to keep track of the progression of leads. If you have any questions please reach out.
Email sent to client sharing lead sheet with them. BTW, should I send the same email and the link to their leads sheet to other clients as well?
nice
Notified 3 people
whitney.zelig@gmail.com
Hey
Hector
and
Isaac
it says this sheet is in "owners trash" can you fix this? and also please make sure there is "edit" access to the client ( right now she says it's at 'view')
Can you email her with the proper link now? I told her we would follow up thx
Hector
Notified 3 people
Hector Mota,Operations Manager
Looking at the link I sent and this one, I see they are the same. Perhaps Isaac placed it in thrash by mistake. In any case, I just sent them an update.
Notified 3 people
Isaac Klausnser
whitney.zelig@gmail.com
Hector
- Earlier I created a separate leadsheet for TYPEFORM and GF but now created one for both and deleted the old one.
Notified 3 people
Hector Mota,Operations Manager
Thanks for clearing that up Isaac. I figured it was something along those lines because I saw the lead sheet URL change.
Got an email invite about this client's lead sheet.
https://docs.google.com/spreadsheets/d/1YpPnB4z0IIkGCkaK5wJwWoaNax1JLmwz51fY_IcQIZI/edit?ts=5dfc87ec#gid=0
So it is safe to say that you have went and ahead and finished this task before hand?
Nice job by the way!
Thanks.
I have only connected the new Emsculpt Typeform on "Am I a candidate?" page on http://aura.mysculpt.net/ with the above leadsheet as per this task.
Insert New Type Form Code - Aura Derm
BTW, shouldn't this leadsheet be for the sculpt.auraderm.com site? - Sorry but I'm not sure.
not sure if lead sheets transfer over or not
https://docs.google.com/spreadsheets/d/1Hl0tUKo5ZvJ2sxQlnqDndraRgdmdDihHsDc-fA3RKRc/edit?usp=sharing
When you send this email save this as a canned response from support@medstar . Everytime a lead sheet gets created I want you to share with client and send link :
This is a spreadsheet to help you keep your leads organized. This spreadsheet gets automatically updated when a customer fills out a request for a consultation on your website. Please do not edit any of the grey fields as they are automatically connected to the forms. The green areas to the right are good to edit, and we encourage your staff to use this lead sheet to keep track of the progression of leads. If you have any questions please reach out.
I will do so.
I got an even better idea.
I went ahead and created a recurring task in the template so each time we have a new client, the task will be there. (see it here ) Send client link to Lead Sheet - ALL SERVICE MAIN Website Optimize + Digital Marketing
BTW, should I send the same email and the link to their leads sheet to other clients as well?
can you fix this? and also please make sure there is "edit" access to the client ( right now she says it's at 'view')
https://docs.google.com/spreadsheets/d/1Hl0tUKo5ZvJ2sxQlnqDndraRgdmdDihHsDc-fA3RKRc/edit#gid=0
Also, I made sure to add them directly when I sent the link. The following people from Aura Derm have edit access:
Aura Dermatology
info@auraderm.com
Sapana Patel
Sapana.patel28@gmail.com
Perhaps Isaac placed it in thrash by mistake.
In any case, I just sent them an update.
I figured it was something along those lines because I saw the lead sheet URL change.