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Bay Cities Law Group- Steve Zelig -www.baycitieslawgroup.com

This is for a client who already has a website we can use that we just need to optimize.
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 MedstarJudi Vallano, Medstar +1 others
From the list: Digital Marketing Set Up

❏ Send client link to Lead Sheet

Hector M. added this on
Notes
Subject -
Here's the lead sheet for your website!


Hi ((Client))

The following Google Docs link is for a spreadsheet we have created to help you keep track of your leads and keep them organized. We have also sent you an invitation notice via email. This spreadsheet gets automatically updated when a customer fills out a request for a consultation on your website.

It is recommended to use two separate emails associated with the domain name of your site. One for "FROM" and another one for "TO" field. This in order to make sure the email gets delivered correctly into clients/customers inbox.

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. 

Also, here are some additional Front Desk training guides for your staff on Coolsculpting.