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Avanta Dental - www.avantadental.com

Digital Marketing Set Up (One-Time Fee) * Digital Marketing Monthly Management *
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: Client Onboarding

✔ No Longer a Client

Hector M. added this on
Completed by Hector M.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K.
Due on
Notes
April 30th will be this client's last month of being active with us. 
We will need to shut down all of the following:
Notify Shane on that day... 

Hector will
  • - Turn off all campaigns
  • - Update all sheets
  • - Pause all conversion tags on GTM
  • Remove Website from Uptimerobot, list, etc.
  • Remove client access from the leadsheet 
Isaac Klausnser, Medstar Isaac , please take care of these at the due date above. (((6/1/23)))
Thanks.
  • - Delete popup from OptinMonster - Sleeknote
  • - Change GHL password
  • - Turn off zaps
  • - Release Twilio number

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Thank you

Ivonne Ackerman, Medstar Ivonne - Please confirm. Thank you.
Notified 2 people
Ivonne Ackerman, Medstar Ivonne Ackerman
  Hector Mota, Operations Manager at Medstar Hector Isaac Klausnser, Medstar Isaac ads will be turned off now, but everything else should be done on June 1st. Hector please change the date. thanks! 
Isaac Klausnser, Medstar ok thanks
Hector Mota, Operations Manager at Medstar thank you!👍
Hector Mota, Operations Manager at Medstar Done...
Notified 2 people
Hector Mota rescheduled this to-do
Was
Now
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne ​ Chris Zelig, Medstar Chris ​ - Please confirm this. Thank you.
Notified 3 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac  confirmed thank you. Just don't release the number.
Isaac Klausnser, Medstar ok got it
Notified 3 people
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - DONE

This client's website is hosted on our Siteground server. Should I make a local backup copy and delete it or we need to keep it live?
Notified 3 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac  no need for local backup copy. Just delete it. thank you!
Notified 3 people
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - DONE. Thank you for confirming.
Ivonne Ackerman, Medstar thanks!
Notified 3 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thank you for taking care of this Isaac.
Ivonne Ackerman, Medstar Ivonne so the only thing left for this client is the Twilio number?
When do we release that? Can you please let me know so I can add a due date, move this to Medstar clients and then archive this BC3 folder?

Thank you. 
Notified 3 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac please release number now.

Hector Mota, Operations Manager at Medstar Hector as soon as Isaac releases number we're set with this task. 

Thank you!
Notified 3 people
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - DONE
Ivonne Ackerman, Medstar thanks!
Hector Mota, Operations Manager at Medstar thank you!👍
Notified 3 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.