Be Clinical - www.beclinical.com - Judi

Digital Marketing Set Up Service * Digital Marketing Monthly Management *

Website Request Starts Here (CSM)

Assigned to
Brittany Redding, Digital Marketing Manager at Medstar Brittany R. Chris Zelig, Medstar Chris Z. Isaac Klausnser, Medstar Isaac K. Judi Vallano, Medstar Judi V.
Notes
CSM please task to Brittany & JayJay
*** This task will be used for the purpose of all website information that will be needed while creating pages, microsites and full websites.  You will need to assign separate tasks for actual development .  CSM will continuously update the tasks as more pages or development needs/changes are added**  

Please tag Brittany when there are new website request changes i.e new pages, offers, services etc.


CLIENT SUCCESS MANAGER: 


HOSTING: 


DNS & DELEGATE ACCESS:



FINAL WEBSITE URL: 


REFERENCE(S) URL: 


CAMPAIGN PAGES * 

THESE PAGES SHOULD HAVE BADGES, CONSISTENT & OFFERS & CTA'S, AND POP-UPS. THESE PAGES WILL HAVE ADS RUNNING TO THEM- AND NEED THE URL/SLUG TO STAY THE SAME NO MATTER WHAT

SERVICE : PDO THREADS
FINAL URL & SLUG:
/pdo-threads-p
CONTENT:
OFFER:
20% OFF
BADGES:
NOTES:

SERVICE :
CoolSculpting
FINAL URL & SLUG:
/coolsculpting-p
CONTENT:
OFFER:
Get up to 50% OFF
BADGES:
NOTES:

SERVICE :
Dermal Fillers
FINAL URL & SLUG:
CONTENT:
juvederm-p
OFFER:
$100 OFF
BADGES:
NOTES:

SERVICE :
HALO Laser Skin Resurfacing
FINAL URL & SLUG:
/halo-laser-p
CONTENT:
OFFER:
$500 OFF
BADGES:
NOTES:

SERVICE :
Kybella
FINAL URL & SLUG:
/kybella-p
CONTENT:
OFFER:
 $100 OFF
BADGES:
NOTES:

SERVICE :
 Liposuction
FINAL URL & SLUG:
 /liposuction-p
CONTENT:
OFFER: 
$100 OFF Plus FREE Consultation
BADGES:
NOTES:

ALL OTHER SERVICE PAGES: 

SERVICE :
CONTENT:
NOTES:

HOME PAGE

DEVELOPER:
SERVICES TO HIGHLIGHT:
NOTES:

CONSULTS THAT ARE FREE: ALL


FINANCING: 

 

LEAD NOTIFICATIONS:  


MAIN PHONE NUMBER:  925-744-6902


GOOGLE BUSINESS PROFILE:


ADDRESS(S) TO USE FOR WEBSITE & ADS TARGETING: 

3130 Crow Canyon Pl Suite 180
San Ramon, CA 94583


CLIENT COMPETITORS UNDER MEDSTAR:
 Check competitors none


NOTES:


DESIGN NOTES:


Website, Microsite, or GHL LPs (Paid or Comped):


----- BEFORE AUDIT ----- CSM IGNORE ----

CHECKLIST FOR DEVELOPER
FOR TEMPLATE SITES
FOR ALL OTHER SITES (LOTS OF ORIGINAL CONTENT)

TEAM MEMBERS WHO ARE AUDITING:
SOP found here
The spreadsheet checklist is found here

Comments & Events

Chris Zelig, Medstar
Isaac Klausnser, Medstar Isaac - I need your help please

​PDO Threads: https://offers.beclinical.com/pdo-threads - main campaign
CoolSculpting: https://offers.beclinical.com/coolsculpting - main campaign
LIPO https://offers.beclinical.com/liposuction

Need to duplicate these pages and add a -P to the end of them.
We need to add a GTM and Sleek Note to them
We need them to route to this confirmation page:

https://offers.beclinical.com/online-booking

Instapage login:
Username: George.frie@beclinical.com
Password: Danville925!

How do we get the SleekNote Popups into their GHL (Profitbull and Hubspot)

Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris - Sure. Will do.

into their GHL (Profitbull and Hubspot)

Sorry I am not clear on this part. Do you mean they want the popups to be connected to their GHL + Hubspot + Profitbull? If yes. Do we have access to their account on all these three services?
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris - Created below duplicated page for Coolsculpting service and also made changes on them as per our discussion on the call. 

http://offers.beclinical.com/coolsculpting-p

Once you have checked it and confirm. I will go ahead and make duplicates and make the same changes.

Also we will need to ask the client to upgrade the plan because in the current plan they only have 30 published pages limit and currently they already have 26 pages published.



Created GTM and added to the above published coolsculpting-p page.


Also connected the popups on this page to the below sheet.

https://docs.google.com/spreadsheets/d/16t3O0M0143xa-PIth3jQVVcjhNCr-nLuTjuo8aGPJKA/edit#gid=0

For the popup that will auto appear on the page. We will need to use the Sleeknote. For the inline-popups that will appear on button click we can use the Instapage own popup that I have created on the above coolsculpting-p test page.
Isaac Klausnser, Medstar
Alyssa Workman, Medstar Alyssa - I am dropping the GTM tag and the sheet link here. Can you please copy them in the respective tasks in this client?

<!-- Google Tag Manager -->
<script>(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start':
new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0],
j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src=
'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f);
})(window,document,'script','dataLayer','GTM-KWPZLC4Q');</script>
<!-- End Google Tag Manager -->

<!-- Google Tag Manager (noscript) -->
<noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-KWPZLC4Q"
height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript>
<!-- End Google Tag Manager (noscript) -->

Google sheet link -

https://docs.google.com/spreadsheets/d/16t3O0M0143xa-PIth3jQVVcjhNCr-nLuTjuo8aGPJKA/edit?usp=sharing
Alyssa Workman, Medstar On it, thx
Alyssa Workman, Medstar Done
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris - Thank you for confirming. Yes. Will replace the popup with Sleeknote popups.

Brittany Redding, Digital Marketing Manager at Medstar Brittany Charmae Arcayan, Medstar Charmae - Can you please help setting up popups on sleeknote for these pages?

PDO Threads: https://offers.beclinical.com/pdo-threads - main campaign
CoolSculpting: https://offers.beclinical.com/coolsculpting - main campaign
LIPO https://offers.beclinical.com/liposuction


Charmae Arcayan, Medstar Charmae - Add "-p" in the end on all the display URLs. For eg. Like in the below service page - http://offers.beclinical.com/coolsculpting-p

Confirmation page url will be this same for all the popups - https://offers.beclinical.com/online-booking



Brittany Redding, Digital Marketing Manager at Medstar
Charmae Arcayan, Medstar Charmae Chris Zelig, Medstar Chris  I tasked the popup graphics. Will get them to you soon. 
Chris Zelig, Medstar
Isaac Klausnser, Medstar Isaac - I unpublished their CoolTone and their Male Liposuction page which I did not see they were using. Judi Vallano, Medstar Judi - FYI we should probably notify them we unpublished these pages.

Now you have a few more pages with their plan to publish the following new pages

Kybella: https://offers.beclinical.com/kybella-p
LIPO https://offers.beclinical.com/liposuction-p

Can we make the thank you page: https://offers.beclinical.com/online-booking
Instead of https://offers.beclinical.com/thank-you

I do not see a GTM on the site can you please create one and share it with shane.quast@gmail.com and support@medstarmedia.com. It looks like one may be created so let's make sure we activate it.

Can we use our Sleeknote popups or do they have a good popup via Instapage? How do we connect these pages to their GHL - is it automatically connected to Hubspot, they did give us access to their HubSpot 

To clarify we should have the following pages

New Pages
PDO Threads: https://offers.beclinical.com/pdo-threads-p - main campaign
CoolSculpting: https://offers.beclinical.com/coolsculpting-p - main campaign
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris - DONE

https://offers.beclinical.com/pdo-threads-p
https://offers.beclinical.com/coolsculpting-p
https://offers.beclinical.com/juvederm-p
https://offers.beclinical.com/halo-laser-p
https://offers.beclinical.com/kybella-p
https://offers.beclinical.com/liposuction-p

Updated the form to redirected to https://offers.beclinical.com/online-booking

Already added a GTM on all the above pages.


I couldn't find any popup widget on the Instapage that will automatically appear on the page load. The current one they are using on the other service pages is built in Hubspot. I have already asked Brittany Redding, Digital Marketing Manager at Medstar Brittany to help with the graphics and then Charmae will then setup the popups in Sleeknote.

Please ask the client to share the access with us to their GHL and also tell us the campaign name to which they want us to connect the popups. For the Hubspot. Same thing we need to ask the exactly where they want us to send the new leads in their Hubspot account. For eg. They will just land as a new contact or want us to send them with a specific tag or want us to connect the new lead to any of the campaign they currently have built.
Isaac Klausnser, Medstar
Charmae Arcayan, Medstar Charmae - Thank you. Connected.
Judi Vallano, Medstar
Isaac Klausnser, Medstar Isaac Brittany Redding, Digital Marketing Manager at Medstar Brittany  
Client wants to add 2 new campaigns on google- Botox and Potenza. Isaac can you see if there are landing pages created in their Instapages account that we can use? 
Isaac Klausnser, Medstar
Judi Vallano, Medstar Judi - They have botox but couldn't find any service page for Potenza.
Alyssa Workman, Medstar
Judi Vallano, Medstar Judi  does action need to happen still here?
Judi Vallano, Medstar
Alyssa Workman, Medstar Alyssa  yes we need the potenza page content created and added to instapages.
Alyssa Workman, Medstar
Judi Vallano, Medstar Judi who is responsible for creating those pages? All these other pages the client already had. There is a gap in communication here. Please tag Brittany Redding, Digital Marketing Manager at Medstar Brittany if we are meant to create them. 
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac I am getting a connection timeout error message on this client's website
https://www.beclinical.com/
Can you please look into it to see if you can find out what is going on?
Thank you. 
Isaac Klausnser, Medstar
Hi  Hector Mota, Operations Manager at Medstar Hector - We don't manage this website nor have access to look into it.

We built LPs for this client on offers.beclinical.com.
Hector Mota, Operations Manager at Medstar
Thank you Isaac. 
The issue has since been resolved. 
Alyssa Workman, Medstar
Closing this task since the additional page requests are happening in a different task. 
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.