‹ Home
Exported

Cypress Dermatology - www.cypressdermatology.com

We will be building them out a free microwebsite which we will host on their https://www.sculptcypress.com/ site which is Wix we can take the content from there because it ranks well. we need to keep all the URLs the same. We will build out an ad account for them as well as run their ads. Mainly CoolSculpting.
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 Medstar
From the list: Client Onboarding

✔ No Longer A Client

Hector M. added this on
Completed by Hector M.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K.
Due on
Notes
April 1st will be this client's last month of being active with us. 
We will need to shut down all of the following:
Hector will
  • - Turn off all campaigns
  • - Update all sheets
  • - Pause all conversion tags on GTM
  • Remove Website from Uptimerobot, list, etc.
  • Remove client access from the leadsheet 
Isaac Klausnser, Medstar Isaac , please take care of these at the end of the month. 
Thanks.
  • - Delete popup from OptinMonster - Sleeknote
  • - Change GHL password
  • - Turn off zaps
  • - Release Twilio number

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Will do. Thanks.
Notified 1 person
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Followed up on No longer a client task for Cypress Dermatology - www.cypressdermatology.com. I went ahead and took care of turning off campaigns, removing client access to leadsheet, etc. I also removed them from Uptimerobot, lists, and other spreadsheets. I  Will notify Isaac to remove GHL, turn off Zaps, release Twilio, etc. I will remove from active list and place BC3 folder on archive in the coming days. 

  • - Turn off all campaigns  Campaigns already off for this client.
  • - Updated all sheets
  • - Paused all conversion tags on GTM
  • Removed Website from Uptimerobot, list, etc.
  • Removed client access from the leadsheet 
Isaac Klausnser, Medstar Isaac can you please move fwd with your part of the tasks above? Thanks

  •  Delete popup from OptinMonster - Sleeknote
  • - Change GHL password
  • - Turn off zaps
  • - Release Twilio number
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - Please confirm this and also on releasing the phone numbers.
Notified 2 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac please hold off on everything for one more month. Thank you for checking. 
Notified 2 people
Ivonne Ackerman rescheduled this to-do
Was
Now
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - OK. Do we need to also manage the security of this website for one more month?
Notified 2 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac no we don't. Thank u!
Isaac Klausnser, Medstar OK. Thanks.
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Isaac Klausnser, Medstar Isaac  it is now May 3rd. You can go ahead and proceed with the rest of the final tasks for this client. 
Thanks. 
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - DONE. Thanks.
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thank you for following up and taking care of the rest Isaac. 
We are all set now. 
Notified 2 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.