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CRMC Aesthetics - www.crmcaesthetics.com - CZ

The client is paying us to set up Ads and manage them on a monthly basis. We are not doing website work. Zara is owner, she has a helper named Bryce who does marketing. We are managing three campaigns, CoolSculpting, Weightloss, and PDO Threads. Quick video on overview: https://drive.google.com/file/d/13AUGjAlVx10IvWFIfGrQ-QND9yfPUd79/view
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: Digital Marketing Campaigns & Set Up

✔ high level automations

Vania J. added this on
Completed by Vania J.
Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Isaac Klausnser, Medstar Isaac ok so like the trigger event we made for Randall & Waldner....
I created 2 Week Follow-Up and 30 Day Follow-Up columns in their Core Pipeline... 
can we sent up a trigger/event that sends an email to crmclaser@gmail.com 14 days after the lead gets added to the 2 Week Follow-Up column? 

And 30 days after the lead gets moved into the "30 Day Follow-Up" column? 

And the email should contain the lead's name and says "2 Week Follow Up" and "30 Day Follow Up", correct?

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Vania J, Medstar Vania - Yes, it's doable.
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Vania J, Medstar Vania - How will crmc team will follow up with the lead? Through call or SMS? Asking as this can be automated in Highlevel and they don't need to manually check their email after 14 days or 30 days and then manually call the lead or text them for the follow up.
Notified 1 person
Vania J, Medstar Vania J
Isaac Klausnser, Medstar Isaac right. It will be with both call and text. The call we could automate but I don't want to add the main phone line in case that confuses everyone. We could automate the text but I hate canned responses. I think a personal text is so much better. 
I need to learn more about how the call trigger works on the user end, on a front desk phone system...
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whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
Hey Isaac Klausnser, Medstar Isaac  is high level LIVE? also can we add the user bryce@hellomarketingla.com? It looks like it was added but I'm not seeing it 
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Isaac Klausnser, Medstar Isaac Klausnser
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - 

 is high level LIVE?

No, it's still in draft.

can we add the user bryce@hellomarketingla.com?

Added

Login URL: https://app.medstarmedia.com

Username: bryce@hellomarketingla.com
Password: YoureCool2021#$

It looks like it was added but I'm not seeing it 

Yes, I replaced it with Zara's email - zara@crmclaser.com thinking that bryce@hellomarketingla.com email may be from someone from their previous marketing company.
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Isaac Klausnser, Medstar Isaac Klausnser
Vania J, Medstar Vania -

We could automate the text but I hate canned responses. I think a personal text is so much better. 

Yes, I agree.

I need to learn more about how the call trigger works on the user end, on a front desk phone system...

In a call trigger event. Highlevel system with call the staff and will ask them to dial 1 if they want to connect the call with the lead.
Notified 2 people
Vania J, Medstar Vania J
Isaac Klausnser, Medstar Isaac  Thanks for the information...my concern is that it's a front desk number so I need to see if the people following up with the leads are the same people who typically answer that phone.
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Vania J, Medstar
Vania J completed this to-do.