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Bloom Health - CZ

https://bloom.health
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, MedstarIvy Santiago, Creative Project Manager at Medstar
From the list: Final - Ending Services

✔ No Longer a Client - Bloom Health

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 Klausnser, Medstar Isaac  
Ivonne has informed me that this client will be parting ways with us. We will need to initiate the No longer a client protocol right away. 

This will be this client's last month of being active with us. 
We will need to shut down all of the following:

Hector will
  • - Turn off all campaigns
  • - Update all sheets
  • - Pause all conversion tags on GTM
  • Remove Website from Uptimerobot, list, etc.
  • Remove client access from the leadsheet 
Isaac, please take care of these at the due date above. 
Thanks.
  • - Delete popup from OptinMonster - Sleeknote
  • - Change GHL password
  • - Turn off zaps
  • - Release Twilio number

Comments & Events

Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
We need to wait 60 days before releasing the GHL number.
Isaac Klausnser, Medstar Isaac , please change the password. 

Hector will
  • - Turn off all campaigns - DONE!
  • - Update all sheets - DONE!
  • - Pause all conversion tags on GTM - Doc has access to  GTM-WJDD39M . Waiting on Chris to let me know what to do. 
  • Remove Website from Uptimerobot, list, etc. - DONE!
  • Remove client access from the leadsheet  - Done.. But there is a 2nd leadsheet which Doc is owner. Let Chris and Isaac know. 
Notified 1 person
Chris Zelig, Medstar Chris Zelig
Leave his GTM aclone. Leave is leadsheet alone
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - DONE

This client didn't have GHL account with us.
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thank you Chris for letting us know about the other leadsheet and GTM.
Isaac, thank you for taking care of the rest. 
We are all set now. 
Notified 2 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.