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Christine Haas - Capitol Contours

http://capitolcontours.com/ - This is for a client who already has a website we can use that we just need to optimize.
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 Medstar
From the list: Digital Marketing Set Up

✔ Send client link to Lead Sheet

Hector M. added this on
Completed by Hector M.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M.
Notes
Subject -
Here's the lead sheet for your website!


Hi ((Client))

The following Google Docs link is for a spreadsheet we have created to help you keep track of your leads and keep them organized. We have also sent you an invitation notice via email. This spreadsheet gets automatically updated when a customer fills out a request for a consultation on your website.

It is recommended to use two separate emails associated with the domain name of your site. One for "FROM" and another one for "TO" field. This in order to make sure the email gets delivered correctly into clients/customers inbox.

Please do not edit any of the grey fields as they are automatically connected to the forms. The green areas to the right are good to edit, and we encourage your staff to use this lead sheet to keep track of the progression of leads. If you have any questions please reach out. To schedule a front desk training with Vania, follow the Calendly link here https://calendly.com/Vania-medstar/front-desk


Also, here are some additional Front Desk training guides for your staff on Coolsculpting. 

Comments & Events

Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Received leadsheet from team, posted on their BC3 files and folder. Made edits to leadsheet, provided access to client {Christine Haas - Capitol Contours } at email: christine@washncgroup.com, and sent invitation. Also updated columns, added colors, froze view at the top. Also sent client email with lead sheet protocols, front desk training material.

Vania J, Medstar Vania  
Good morning. 
You said that you would be updating the front desk training PDF files we send to clients. Has that been done? 
We also need to have one that is generic. That is so we can send to them whether it is Emsculpt, EMtone, Cooltone or Coolsculpting. 

Please let me know so I can update the template. 
Thanks. 
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Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.
Vania J, Medstar Vania J
Hector Mota, Operations Manager at Medstar Hector  we have but we are turning it into a simple graphic. We put that on the back burner while we wrapped up the Black Friday madness but we'll work on getting it finalized in Dec. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Okay, understandable. 
I will update the template now and when you have it ready, I will update it. 
Thank you. 
Vania J, Medstar 👍
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Isaac Klausnser, Medstar Isaac Klausnser
Vania J, Medstar Vania - ADDED
Vania J, Medstar 👍
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
I added that email to the spreadsheet as well. 
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