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Dr Clearfield Medical Group - www.drclearfield.net- VJ

Digital Marketing Set Up (One-Time Fee) * Website Design + Development * Digital Marketing Monthly Management- Client Success Manager: Vania Jenny
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
From the list: Client Onboarding

✔ Deactivate Client

Ivonne A. 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
Hector Mota, Operations Manager at Medstar 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 will:
  • - Delete popup from OptinMonster - Sleeknote
  • - Change GHL password
  • - Turn off zaps
  • - Release Twilio number (1 month after) 

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - On what date we need to do this?
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Ivonne Ackerman rescheduled this to-do
Was
Now
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Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac  I placed a due date.
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Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - OK. Thank you.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Copy that. Added to my list. 
Thank you. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
I went ahead and did the following:

  • - Turned off all campaigns - No longer seeing access to their accounts. 
  • - Update all sheets - DONE. 
  • - Pause all conversion tags on GTM - DONE.
  • Remove Website from Uptimerobot, list, etc. - DONE!
  • Remove client access from the leadsheet  - DONE!
Isaac Klausnser, Medstar Isaac the rest is on you now. 
Not sure if you are going to wait for Chris to confirm..
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Yes. As per his instructions last time. We need to wait for him. I will follow up with him on this on Slack in the "Inactive clients" channels.
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Actually I have asked Jenna Maschino, Senior Support Specialist at Medstar Jenna to help us confirm regarding this with the Chris instead of me directly tagging him in the channel so that he can have the best time with this family and newborn baby right now.
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Jenna Maschino, Senior Support Specialist at Medstar Jenna Maschino, Senior Support Specialist
Hey guys Isaac Klausnser, Medstar Isaac & Hector Mota, Operations Manager at Medstar Hector -- I am not seeing Clearfield's subaccount in GHL any longer. Was the deactivation scheduled and has now occurred? 

Chris would like us to ensure there is no activity in the account before deactivating. If they are/were still using it, we would follow up with them and invoice them for usage. 

Isaac, please feel free to proceed with the remaining tasks: 
  • - Delete popup from OptinMonster - Sleeknote
  • - Change GHL password (if applicable)
  • - Turn off zaps
  • - Release Twilio number (1 month after) 
Chris Zelig, Medstar Chris , keeping you in the loop
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Isaac Klausnser, Medstar Isaac Klausnser
Jenna Maschino, Senior Support Specialist at Medstar Jenna - Yes. We deleted the sub-account couple of weeks back.

I have now disabled all the other services.

Do we need to also remove the website and make a local backup copy? It's hosted on our server.
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Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac  please make a local backup copy and save it. Then remove it. Thanks!
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Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - Thank you for confirming. DONE.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thank you Isaac, team.. 
Now is time to say Goodbye to Dr. Clearfield! 
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Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.