✔ Set up Concierge Lead Sheet
Completed by Hector M.
- Assigned to
-
Isaac K.
- Notes
-
Can you please set up a leadsheet for Concierge CoolSculpting leads? Or is there a way we can integrate into the CI Medspa one (less for the client to manage) Ideally connect it to the existing one. Just make sure we can tell the difference also connect their general contact forms
https://docs.google.com/spreadsheets/d/1XUGr-3MQ1tWFaXh_y1uD3GyMMft4aScGyaGzs5yvt9M/edit?usp=sharing
Good morning.
Can you please let me know where are we on this?
I need the leadsheet set up since I started secret shopping them today.
Thanks.
https://docs.google.com/spreadsheets/d/1XUGr-3MQ1tWFaXh_y1uD3GyMMft4aScGyaGzs5yvt9M/edit?usp=sharing
Will connect general forms tonight as they will take little longer.
Unfortunately, I performed the SShop before I checked the leads sheet to see if it was connected.
But it's okay because now it is good to go.
One question.
Other than the lead sheet, they had another way of getting that lead via the website correct?
Thanks.
Can you please add laura@cimedspa.com and info@cimedspa.com to both Concierge and CI leads?
I believe they are already added to CI but just in case.
Thanks.
1) Ideally connect it to the existing one. - DONE
2) Just make sure we can tell the difference - We can tell the difference from source URL.
3) also connect their general contact forms - DONE
4) Can you please add laura@cimedspa.com and info@cimedspa.com to both Concierge and CI leads? - ADDED
We are all set.
Thank you.