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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: Digital Marketing Set Up

✔ set up lead sheet

Hector M. added this on
Completed by Hector M.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K.
Notes
isaac usually performs this task or starts it and gives it to jonnamae

Comments & Events

Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Isaac Klausnser, Medstar Isaac  
Here's the emails where leads will be going to. Please add this to you list and have the team let you know once they are done hooking up all the forms. 
Thanks. 

ellensburg@avantadental.com or yakima@avantadental.com
Isaac Klausnser, Medstar 👍
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Isaac Klausnser, Medstar Isaac Klausnser
Kristabel, Medstar Kristabel - Please let us know when you have all the forms set up on this client's new website. Thanks.
Hector Mota, Operations Manager at Medstar thank you!👍
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Kristabel, Medstar Kristabel
Isaac Klausnser, Medstar Isaac and Hector Mota, Operations Manager at Medstar Hector  - I was not assigned on this project
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thank you for letting us know KJ...
Ivonne Ackerman, Medstar Ivonne whom do you have on your DEV team working on this? Can you please tag them and let us know when they have set up all forms?
Thanks. 
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Ivonne Ackerman, Medstar Ivonne Ackerman
Hector Mota, Operations Manager at Medstar Hector  the clients own developers are working on this site. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
So does that mean they will create their own leadsheet? Or we won't have one created for them?
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Ivonne Ackerman, Medstar Ivonne Ackerman
Hector Mota, Operations Manager at Medstar Hector  we will create a leadsheet. Developers still working on the site. 
Hector Mota, Operations Manager at Medstar thank you!👍
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Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac will you please create a leadsheet? I think all the work is done now from this clients developers. Will you please confirm? 

After you create the leadsheet please set up a GHL and let Vania know the credentials and leadsheet in this task. Thanks!
Set up High Level ( if requested or needed) & send this infographic
Hector Mota, Operations Manager at Medstar thank you!👍
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Isaac Klausnser, Medstar Isaac Klausnser
Alyssa Workman, Medstar Alyssa - Do we have access to the website backend now to check their developers work on the website? If Yes. Can you please share here?
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Alyssa Workman, Medstar Alyssa Workman
Good question, I am not sure Isaac Klausnser, Medstar Isaac . I will loop you in on an email with Chris if I cant find anything about it since he has been primarily in contact with them. 
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Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac  i know there has been back and fourth via emails to sort this out. Any update if you have been able to access the backend and webhooks? 
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Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac  just following up again since it has been about a week. Any progress? 
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Isaac Klausnser, Medstar Isaac Klausnser
Alyssa Workman, Medstar Alyssa - Unfortunately no response from them yet.
Alyssa Workman, Medstar Okay thanks!
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Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac please start the leadsheet connecting to the pop-ups only for now, until we can get webhook access with the other forms. I am seeing that the implant one is not populating though, so will you please look into it? 

Thanks so much! 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
This has been one of the longest process we have gone through to get a leadsheet for a client. 
Thanks for taking care of this Isaac. I will handle the other tasks from here. 
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Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.