Dr Alice Cheng - South Shore Smiles - NR

https://www.southshoresmiles.com/ - This is for a client who already has a website we can use that we just need to optimize.

turn back on 3 automation text

Assigned to
Isaac Klausnser, Medstar Isaac K. Vania J, Medstar Vania J.
Notes
Isaac Klausnser, Medstar Isaac  

Comments & Events

whitney.zelig@gmail.com, Medstar
go through two pairs of eyes on spell check lol
whitney.zelig@gmail.com, Medstar
also they say they are getting wrong numbers Isaac Klausnser, Medstar Isaac Vania J, Medstar Vania people are calling the office and looking for another dentist provider

Sydney Metz, Client Success Manager  Sydney  can you audit these calls on high level? something is off 
Sydney Metz, Client Success Manager  Looking now!
whitney.zelig@gmail.com, Medstar
we also are going to secret shop can you tell Elizabeth Ivonne Ackerman, Medstar Ivonne  
Ivonne Ackerman, Medstar tasked!
whitney.zelig@gmail.com, Medstar
Vania J, Medstar Vania can we send two of the texts before we automate and then also 1. Invisalign email 2. general dentistry email to the client for approval? 
Sydney Metz, Client Success Manager
I see not templates-just the first auto. Plus conversations with no templates
Vania J, Medstar
Sydney Metz, Client Success Manager  Sydney yes we know that part. Whitney wants you to listen to the calls in the "conversations" tab and verify if they are calling for another practise or not. Push play on the call in the message box.
Sydney Metz, Client Success Manager
Vania J, Medstar Vania whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com understood, sorry
- someone called and said it was the wrong number, and they were looking for their dentist. (4/13) 
-Another one looking for TM Dentistry (4/12)
-One person hung up after they said this was south shore smiles. (4/9)
Vania J, Medstar
Sydney Metz, Client Success Manager  Sydney  was it TMB or for sure TM Dentistry? can you sleuth around and see if TM Dentistry is a place in their area? What were the area codes on the callers looking for someone else, in comparison to south shores area?
whitney.zelig@gmail.com, Medstar vania! stop!
Sydney Metz, Client Success Manager
Vania J, Medstar Vania  area code (401) and he said TM Dentistry and the area code on 4/13 was (617) also looking for "Their Dentist" 
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - I'm not seeing either the text or email templates in this GHL sub-account.
whitney.zelig@gmail.com, Medstar
Vania J, Medstar Vania  can we write some?
Vania J, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com Isaac Klausnser, Medstar Isaac  the templates are back in there. Feel free to proceed.
whitney.zelig@gmail.com, Medstar
oh wait Isaac Klausnser, Medstar Isaac I have to send to client for approval
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - OK
whitney.zelig@gmail.com, Medstar
Vania J, Medstar Vania  can you send to client for approval by chance? As well as short emails? 
Vania J, Medstar
I emailed her to ask.
Vania J, Medstar
Isaac Klausnser, Medstar Isaac you can make live. Sydney Metz, Client Success Manager  Sydney  is adding two more emails (to go out at the same time as the 2nd and 3rd attempt texts). But I spoke to the dr. and we are good to go. Thanks!
whitney.zelig@gmail.com, Medstar thank you!
Isaac Klausnser, Medstar
Vania J, Medstar Vania - ADDED
Sydney Metz, Client Success Manager
Isaac Klausnser, Medstar Isaac Vania J, Medstar Vania  emails added
Isaac Klausnser, Medstar
Sydney Metz, Client Success Manager  Sydney - ADDED. Thanks.
Sydney Metz, Client Success Manager  ur the best!
Vania J, Medstar
Vania J completed this to-do.