Boston Direct Health - www.bostondirecthealth.com - Judi

Website Design & Development • Digital Marketing Set Up Service *Client Success Manager: Vania

📓Onboarding Notes✍️


Chris and Team,
Looking forward to working with you and excited to have you on the BDH team. I am taking this Friday 2/25/22 off from clinic to work on admin – if there’s any available time for onboarding call that would be optimal. If not, let me know a few days/times in the next few weeks. 

-Lead notifications:  info@bostondirecthealth.com

-Three staff members manage administrative tasks including booking appointments: Michelle, Josh and Casandra. Main office phone number: 617-304-1965 ext 1 for booking appointments – rings to Michelle, if she’s on the phone if bounces to Josh. If both unavailable goes to VM. Prospective clients and patients can also text number. If inquiry sent via email – Michelle, Josh, or Casandra respond via email and file inquiry into folder out of inbox. In no response within 24 hours Michelle will send another email, in no response within 48 hours she will call in the afternoon. Casandra – covers phone late afternoon 3-5pm and Saturdays to allow Michelle time to respond to emails more and other admin tasks. 

-Services: M8 and Opus Plasma – I’d like to keep the total ad budget under $1500/month and would rely on your expertise on breakdown of how much for google ad vs social media ads. 

-Sent invite to access to GoDaddy – main website for BDH is  www.bostondirecthealth.com we have a second domain  www.bdirecthealth.com that Alma Lasers is utilizing to advertise our two machines (Alma Duo and Opus Plasma). I have a domain: www.bdirect.health that’s not in use at the moment

-Facebook Ad ID:  2242893965884640

-Sent access for Google Business Page

I recently received a small digital marketing grant (BIZ-M-Digital Grant) that requires me to work with a small company Tomo360. We are going to focus on the Health Coaching services that Boston Direct Health offers. The plan with Tomo360: 

-Optimizing our Constant Contact with automated emails (example if individual clicks on Botox page they will receive an email a few days later about the service)

-Creating a landing page for “Health Coaching” services, optimizing SEO

-$500 in Facebook/Instagram ads spending promoting our new Health Coaching service app, plan for formal launch on 4/1/22