Balanced Beauty - Neda Ruiz - www.balancedbeautymedspa.com -

Website Development & Design • Content Creation - Treatment Page • Digital Marketing Set Up (ONE TIME FEE) • Digital Marketing Monthly Management Service • Monthly SEO + Content Creation •

Set up High Level ( if requested or needed) & send this infographic

Assigned to
Isaac Klausnser, Medstar Isaac K. Vania J, Medstar Vania J.
Due on
Notes

Comments & Events

Vania J, Medstar
Isaac Klausnser, Medstar Isaac can we get a sub-acct/log in created?
whitney.zelig@gmail.com, Medstar
Vania J, Medstar Vania let's get them trained. 
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  can you please let me know when the leadsheet is ready too? Thanks!
Isaac Klausnser, Medstar
Vania J, Medstar Vania - Sure. I am still waiting for the team that's working on the website to confirm me on the GFs.

 
Vania J, Medstar 🙌
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  any word on the leadsheet and pop ups? Can I move forward with training? Thanks!
whitney.zelig@gmail.com, Medstar
Ivonne Ackerman, Medstar Ivonne  do you know anything about gravity forms? 
Isaac Klausnser, Medstar
Vania J, Medstar Vania - My bad. Please disregard my previous message.

For this client. I just checked and we neither have popups, leadsheet or GFs set up yet.
Ivonne Ackerman, Medstar
Isaac Klausnser, Medstar Isaac  I addressed or better said questioned about this on an email. We would love some guidance on how to love forward with this in a clean way.
Vania J, Medstar
Ivonne Ackerman, Medstar Ivonne I copied you on the issue we've been having with the pop-ups in another thread. But we do need also need the team to get the GFs created. Alyssa Workman, Medstar Alyssa can you keep an eye on this?
Hector Mota, Operations Manager at Medstar Hector could you assist with leading the team for the creation of the leadsheet once everything starts coming together? I'd appreciate it!
Hector Mota, Operations Manager at Medstar
Vania J, Medstar Vania
The moment I receive the email where leads are going to be sent to, I tag Isaac and create the Leadsheet task. However, Isaac and I still have to wait for whomever is working on the site, to connect all forms and pop ups. That has not been done yet.
set up lead sheet - Balanced Beauty - Neda Ruiz - www.balancedbeautymedspa.com - 🔴 SEO client 🔴
I believe JJ has no internet which is why she has fallen behind on tasks. 
whitney.zelig@gmail.com, Medstar
Hey Isaac Klausnser, Medstar Isaac  can you help us here? 
Alyssa Workman, Medstar
Hi team. I have instructed Isaac on another task that we are good to go with these, I took care of the gravity forms and JJ handled the pop-ups. Just need to link to the leadsheet now.
 
  Isaac Klausnser, Medstar Isaac please also continue with the HL set up. Thanks for your help!
Isaac Klausnser, Medstar 👍🥇
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - Thank you. Will connect.
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - Connected
Alyssa Workman, Medstar 🙌🎉
Alyssa Workman, Medstar
Vania J, Medstar Vania you can proceed with front desk training if you haven't scheduled it already. Thank you!
Vania J, Medstar 👍
Vania J, Medstar
request sent
Alyssa Workman, Medstar 💯
Sydney Metz, Client Success Manager
Isaac Klausnser, Medstar Isaac  please expand the core campaign to include an automatic email at 0 minutes after a form fill. The template has been added to the sub-account along with the 2nd and 3rd text. They are trained and ready to go fully live.
Alyssa Workman, Medstar 🤘
whitney.zelig@gmail.com, Medstar ur a pro
Isaac Klausnser, Medstar
Sydney Metz, Client Success Manager  Sydney - DONE
Sydney Metz, Client Success Manager  🥳
Vania J, Medstar 🙌
Vania J, Medstar
Vania J completed this to-do.