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

Set up GHL Tracking for client

Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K. Shane Quast, Medstar Shane Q.
Notes
Chris wants us to update all of the clients and how we track their phone calls and leads. We are moving them away from Callrail and What converts to move them to GHL.
I need you to update this client's tracking number and get one from GHL.
Once you have it, please remove this one - +
We will FWD all calls to this one - +
Lastly, we need to make sure it records phone calls.
Please let me know when you have the GHL tracking number so I can update the sheets, and inform Shane,. 
Thanks. 

Comments & Events

Hector Mota, Operations Manager at Medstar
  Ivonne Ackerman, Medstar Ivonne
I am seeing that this client's site has the following phone number on it 775 368-1035
However, they have this listed on the sheet as their 775-359-1222  = <Main phone number> 
Is that a GHL tracking number on there already?
Ivonne Ackerman, Medstar
Hector Mota, Operations Manager at Medstar Hector  we already took care of this right?
Hector Mota, Operations Manager at Medstar
Ivonne Ackerman, Medstar Ivonne I have no idea which is why I tagged you. I need to know if that is a GHL tracking number or?
Alyssa Workman, Medstar Alyssa , was a GHL tracking number added to this site without notifying me?
Can you please let me know?
Thank you. 
Alyssa Workman, Medstar Looking now
Alyssa Workman, Medstar
Hector Mota, Operations Manager at Medstar Hector that is the GHL phone number on the website, been trying to get them all but missed this one. Can you please provide me with the list you use to track like I asked? This will help me to see what you have listed already for Shane on all ads.   

Isaac Klausnser, Medstar Isaac will you please make sure the GHL Tracking number is placed correctly and let Hector know -  GHL # (775) 368-1035

The forwarding number 775-359-1222.
Hector Mota, Operations Manager at Medstar
My list is simply the ones that are already done.
If you are doing GHL tracking on sites, you need or needed to write down the clients you did so far. Did you write down anywhere the clients you did? Or are you simply trying to remember?
If the latter, then you will need to check. If I did any GHL tracking with Shane, it will be on the client's folder and on Set up GHL Tracking for client tasks. 

I write down everything! For that particular reason.
You have access to the sheet already. It is called All Clients Platforms & Properties Lists
(((Please do NOT make any changes to my list... or any of these sheets I have on this folder. let me know and I will update it.)))
Thank you. 
Hector Mota, Operations Manager at Medstar
BTW, Isaac does not need to update the tracking number. I found it by checking and it has already been updated site wide.
Shane Quast, Medstar Shane can you please update the conversion tracking with this new GHL tracking number when you get a chance?
GHL # (775) 368-1035
Thank you. 
Alyssa Workman, Medstar
I have been checking the Set Up GHL Tracking for clients. Again, it was not clarified who was providing the phone number to you and sometimes it got provided without my knowledge. It has been clarified now. Now am helping to make this right and documented correctly.  I know its frustrating and not good that it happened in the first place. 

Thanks for specifying which sheet you are using. I am not touching it other than referencing where the numbers have already been placed. So I am not checking where I don't need to. 
Hector Mota, Operations Manager at Medstar
I know I can be a bit of a control freak when it comes to tasks and procedure here. 
However, it makes everything run smoother and avoids confusion.
I am meticulous to a fault and often forget that everyone does things differently. 
Thank you for following up and trying to fix the issue. 
Please let me know if there are any other clients who have already GHL phone numbers on the site so I can notify Shane. 
Ivonne Ackerman, Medstar
Hector Mota, Operations Manager at Medstar Hector thank you for trying to remedy the situation, but Alyssa is also trying. And very hard. At this point, I think she understands your point. We will not touch this sheet and we will let you know when we place a GHL number. We'll also let you know if there are any clients that have a number that are not in your sheet. I am the one that is supposed to keep an eye out for the protocol involving websites so this was my fault not Alyssa's.

Thank you both Hector Mota, Operations Manager at Medstar Hector and Alyssa Workman, Medstar Alyssa  for working on this. Alyssa and I will work on the SOP's so everyone is on the same page. 
Hector Mota, Operations Manager at Medstar sounds good! 👈
Hector Mota, Operations Manager at Medstar thank you!👍
Alyssa Workman, Medstar
Thanks team. We got this. 


Shane Quast, Medstar Shane I want to make sure that you being informed is not lost in the comments. I know it is more ideal when comments are kept to a minimum when you are included on the task. Thanks for your patience and effort.

Please update the conversion tracking with this new GHL tracking number when you get a chance.

GHL # (775) 368-1035
Ivonne Ackerman, Medstar thank u!
Shane Quast, Medstar
I'm on it. 
Shane Quast, Medstar
Shane Quast completed this to-do.