Be Clinical - www.beclinical.com - Judi

Digital Marketing Set Up Service * Digital Marketing Monthly Management *

Set up High Level Automations (Emily)

Assigned to
Chris Zelig, Medstar Chris Z. Jenna Maschino, Senior Support Specialist  at Medstar Jenna M. Judi Vallano, Medstar Judi V.

Comments & Events

Isaac Klausnser, Medstar
Judi Vallano, Medstar Judi Chris Zelig, Medstar Chris - New GHL sub-account for this client is setup now. Below are the login credentials.

Login URL: https://app.medstarmedia.com
Username: info@beclinical.com
Password: YouareCool2023#$

10 DLC - +1 925-592-1903
TF - +1 855-304-3117

Judi Vallano, Medstar Judi - Will check the call recording video and resend because it didn't have the audio of client explaining how they are currently using their Hubspot and GHL.

Jenna Maschino, Senior Support Specialist  at Medstar Jenna Alyssa Workman, Medstar Alyssa - Can you please help getting the A2P info from this client?

I will add the disclaimer to all the popups and then will connect the forms to this GHL account.

Isaac Klausnser, Medstar Isaac - Need to do
Isaac Klausnser, Medstar
Jenna Maschino, Senior Support Specialist  at Medstar Jenna Alyssa Workman, Medstar Alyssa - Please disregard. I just saw in the sheet we already have the A2P info for this client. I will check and submit.
Alyssa Workman, Medstar Thank you!
Jenna Maschino, Senior Support Specialist  at Medstar TY Isaac!
Isaac Klausnser, Medstar
Judi Vallano, Medstar Judi Chris Zelig, Medstar Chris   - Please ask the client to upgrade their account on Instapage asap. Need to publish two more pages "Terms of Use" and "Privacy policy".
Emily, Medstar
Isaac Klausnser, Medstar Isaac I uploaded the templates in their GHL account. please connect everything on your end. it looks like their app is already live?

Thanks! 
Isaac Klausnser, Medstar
Emily, Medstar Emily - ADDED and made the campaigns LIVE.
Emily, Medstar thank you!!
Emily, Medstar
Judi Vallano, Medstar Judi  please let the client know we made their app live so they know to login to ours. you can send them our YouTube channel link in the meantime since they have not scheduled their training yet 
Judi Vallano, Medstar
Emily, Medstar Emily  their leads are also going to their Hubspot so they are good until training.Thank you
Emily, Medstar
Judi Vallano, Medstar Judi  ok great! so if a lead texts back in response to the automated text messages we are sending out then they will be able to text them back via Hubspot?
Alyssa Workman, Medstar
Judi Vallano, Medstar Judi Emily, Medstar Emily  was this finalized? Is this task ready to be closed?