Isaac  will you please create the GHL and Leadsheet. Thanks!

Vania  
Where are the leads going to go for this client? I am not seeing any information for this client on his spreadsheet. 

Hector good question... I just saw an email from Ivonne that they were ready to schedule training. Brittany  do you have this info from Ivonne's emails maybe? This is a client we haven't officially onboarded yet.

Vania  I don't see anything in her emails. I will get with her to find out. 

Vania - Here you go

Login URL: https://app.medstarmedia.com/
Username: drgreco@drjamesgreco.com
Password: YouareCool2022#$

I used this number 813-879-0324 which is listed on their website as a forwarding number in their GHL sub-account

Ivonne
Good morning.
Can you please provide us with the Leads notifications email this client will use so we can begin setting up their leadsheet and other tasks?
Isaac  
Does this mean you created a GHL tracking number for them already?
If so, can you please provide that to me now?
Thank you. 

Hector - Sure. Here you go

(813) 669-0803

Hector  I don't have the email yet, I asked them and haven't heard back. I'll let you know asap. thanks!

Thank you Isaac. I will update and notify Shane in the other task. 
Okay, thanks Ivonne. Please keep me posted. 
I do not want us to get too far ahead on this project without the leadsheet and other things being set up. 

SO these people have their front desk training scheduled for tomorrow. Do we have a leadsheet?

Vania we do not even have an email to where the leads will go to which is what I asked Ivonne a few days ago... 

Vania  we don’t have a leadsheet because I had asked them for email for notifications and they dod not respond. Let me follow up.

I got this one off their Contact us form... 
drgreco@drjamesgreco.com
Maybe we can begin setting it up using that one and then update once we get the new one? That way we can make some progress. 
What do you think Ivonne?

he said he replied via email. But I'm not copied on it. Hector  any chance to get a leadsheet on the fly? I'm doing their training now.

Isaac can you makes this the first text message please?

Hi {{contact.first_name}}, this is the office of Dr. James L. Greco. We would be happy to provide you with more information about {{contact.first_name}}. 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.

Leadsheet on the fly?
Isaac is the only one who can do some miracle like that. We would still need to make sure all the forms are connected. So are you saying we can use the email I found for now? 
I will tag Isaac in other task to begin doing so. 

Hector yes, we can use the email you found. BUT he said he had another to add and that he had emailed Ivonne. Brittany  can you look in her emails please?

Vania Hector :

madonnagreco@drjamesgreco.com
dee@drjamesgreco.com

sorry for the delay! 

Vania - Sure. Will do.

Vania - DONE

Thank you Ivonne. I will provide that to Isaac on the other task, sent to Hi@Medstar patients email and update the client spreadsheet, among other things. 

Hector  THANKS!

Isaac  this team has been trained and the templates have been added to the account. Can you please create the events in the Core Campaign and make live? Thanks!

Vania - DONE