Isaac
Can we begin to set up high level account for this client when you get a chance?
Thanks. 

Hector - Do we need to set up highlevel for this client for automated text or text blast?

If for automated text. What forms we need to connect?

Great question.... only Chris did not mention that during our meeting.
whitney.zelig@gmail.com  do you know which one of the two it is?

I believe its automatic texts- but they work with another developer. Hector you might want to clarify with Chris  

Thanks Whitney, 
I sent a message to Chris to see what he says. 

Isaac  
Chris sent me a message...
But it was a bit confusing trying to figure out what he means. 
He said, let's connect it with the pop ups forms. 
But put a test pop up to a page we are not driving traffic to. 
This way we can train the staff and then talk to the developer.
Does that make sense??

Hector - Yes, it does. Thank you.

Hector - I have the client's highlevel account setup and test popup built. Can you pls contact the client to create a blank test page and share the URL with us?

Isaac  
I have sent their developer an email to set up the blank test page. 
Will let you know once they respond. 

Isaac  can you give me their login and password? 

whitney.zelig@gmail.com - Here you go

Username: sdavis@daviscps.com
password: 6j&SPFJQ5GiN

Hector  is their developer ready to go with this? 

whitney.zelig@gmail.com  
Good morning. 
The last email  we sent to them, Allison has yet to respond to Chris about whether they want it or not. They were asking how much it would cost and Chris said it was included. 
No response from them yet and the developer is waiting for them to give them the go ahead. 

Isaac Hector
hello everyone! Chris just got off a call with the client and we are moving forward with making high-level live. Here are some notes from the call. 

-wants an automated text to go out to CS leads

-They will want template messages to go out with scripted answers. I am meeting with them next week about highlevel and will get some information to create these.

-wants text notifications set up when a client responds to a text or fills out a lead form or pop-up

-wants an after-hours auto-text to be sent out with link to online scheduling

-Just link coolsculpting form now but eventually they want all forms linked.

Vania  - Thank you for the update. Please provide the automatex text that they want to use and other info. Thank you.

Isaac good question. They didn't provide one so I will write one. Is there a standard one we use currently for another client that I can build from?

Vania - Yes, we use the below text.

Hi {{contact.first_name}}, this is {{location name}} we would be happy to provide you more information about {{contact.service_of_interest}}. Let me know a good time to call you back. Or if you would like, I can answer your questions or schedule a consult via text.

Isaac  ok got it... I'm going to work on these the next few days and get a couple of canned replies scripted out. Thanks!

notify 610-207-9935
and
info@daviscps.com

when someone writes back to a text Isaac  

8am- 8pm Monday- Saturday 

we ready to go live on Coolsculpting 

Isaac  do you think they could integrate  Nextech to high level ( it's their ERM system) 

whitney.zelig@gmail.com  will remind allison when it's live

whitney.zelig@gmail.com - I just checked on Google and also on Nextech official website but couldn't find any info regarding their API. So I am not sure if that's doable. I recommend we should ask Nextech support regarding this.

okay thanks Isaac  are we live? 

follow up Isaac  

whitney.zelig@gmail.com - This has been done now.