‹ Home
Exported

Cardinal Wellness & Aesthetics - www.cardinalagemanagement.com - EC

BTL Client - Waiting on Invoice Details from Chris
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, Medstar +1 others
From the list: Client Onboarding

✔ Create new client sheet in Google Docs

Hector M. added this on
Completed by Hector M.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M.
Notes

Comments & Events

Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
I went ahead and created a new client folder on BC3 named {Cardinal Wellness & Aesthetics - www.cardinalagemanagement.com} Added team members to the folder, provided access and sent invites. Began assigning tasks to other team members and myself. Also, created a new client spreadsheet and added information pulled from email and website.
I will wait for the invoices to prepare Client Overview - along with Chris notes - to post it on BC3 for the team to check out and go over. Lastly, updated Weekly CLIENT CS reports sheet and others to add the new client's name to them
No one was notified
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.