✔ set up lead sheet
Completed by Hector M.
- Assigned to
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Hector M.
Isaac K.
- Notes
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isaac usually performs this task or starts it and gives it to jonnamae
New: Make sure we lock the columns that are coded in - to prevent client from deleting or editing
michelle@drhank-cammi.com , Courtnee@drhank-cammi.com
Once the forms have been completed, please set the leadsheet up.
https://cardinal-semaglutide.mysculpt.co/
https://cardinal-emsculptneo.mysculpt.co/
https://docs.google.com/spreadsheets/d/1HIeSOy-PXs1mIsf9YshLT-wHFId9mDdu0KQkXPU0wy4/edit?usp=sharing
I will follow up now with other tasks.
Good morning.
I am seeing an error with this email - courtney@drhank-cammi.com
the past few days it has been coming back as blocked.
Is that something on us or the client?
Please let me know.
Thank you.
courtney@drhank-cammi.com
I am seeing all the leads notifications going to them being blocked.
Thanks.
I am not sure where else this needs to be checked. The client sheet also shows courtnee@drhank-cammi.com.
I asked Charmae where she copies the notification email for the popups and she confirmed from the GF notifications so it seems earlier we had the wrong email in the GFs. Maybe we created them on the website before 15th March the date
Okay so I checked the tasks and I have courtnee@drhank-cammi.com as the email.
On this task in particular, I added the email with 2 ees. (See my screenshot)
Coincidentally, I found out about the other email courtney@drhank-cammi.com
being used back on May 5th and I reported it to Isaac on the task below.
Re: Complete Client Checklist on Trello - Cardinal Wellness & Aesthetics - www.cardinalagemanagement.com - EC
Nonetheless,
Thanks for checking and getting it finally fixed.
I will check on this again to make sure we are all set for good this time.
I looked into it to check how I missed it twice and don't make this same mistake again and found the email notification update that I made earlier and confirmed here in this task were on the popup zap that we set up this client's old temporary LPs -
cardinal-weightloss.mysculpt.co
cardinal-emsculptneo.mysculpt.co
On Sat I saw the wrong email in the new popup zap that we have created for this client's new website cardinalagemanagement.com.
Charmae mentioned she copies the email email the GFs so it could be that at the time of her setting up the zap for popups the new website still had the wrong email.
To avoid this in future.
Let me know your thoughts. Thank you, Team. Hope you all had a great weekend.
You are only human.. we all make mistakes.. Out of 1,000's of tasks each day, I am amazed that we only have a few go wrong here and there.
Thank you for your due diligence on this and your plannification on how to avoid it in the future.