Meeting Notes 5/23/2023

They LOVE the app

Harold: Can you show me where to record the potential income for a lead, and how we can track the amount of money. 

Vania shows them how to add the dollar amount again.

They are not keeping the leads well organized and moving them along the pipelines as needed

Vania shows them how to move them into lost, won, etc again

Harold really wanted to look at Reporting—Vania redirected them to Google Ads account because it’s not accurate.

He also asks about the call reporting feature too

 Vania lets them know they will be getting a monthly report. 

He wants to see how many people click vs call.

Wants to change the email but Vania let the know that 

Jessica needs to make the signature nice for them

We need to submit an A2P registration form. Jessica find the form and resend it to Romanelli, and then we can have them submit it. 

Jessica needs to create a 15 minute slot and a 45 minute slot

Consultation change the name for all of these

 Isaac needs to make multiple slots available for each time—3 slots total

Can we create a booking link—add it to the second or third text template, the email and the confirmation page of the microsite.

Make a video for them to show how it looks on a patients end--Jessica will make this. 

Send them this for their caller ID:

What is your legal business name, entity type (corporation, LLC, etc.), and EIN (employer identification number)? This is for A2P compliance (Business Caller ID) 

Interested in Emfemme and Emsella, Vania encouraged them to do social media instead, and asked them for content.