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From the list: Front Desk/HL

✔ set up GHL sub-acct

Vania J. added this on May 12, 2022
Completed Nov 28, 2022 by Alyssa W.

Assigned to: Isaac K. Sydney M.
Due on: May 13, 2022
Notes: Isaac as discussed on WhatsApp we will be creating a sub-acct for Dr. edelman.
We will keep the current setting for the GFs/Pop Ups where it connects to their Patient Now system but now they will also be connected to their GHL acct as well.
Can you create a separate Coolsculpting campaign and an Emsculpt campaign, please?

Sydney they are a very long term client and SEO and it took A LOT of work to convince them to switch over so we will be creating a full setup for them. This is the site fro reference juliaedelmanmd.com

-1st attempt email CS
-1st attempt email EMSCULPT

-2nd attempt text CS
-2nd attempt text Emsculpt

-2nd attempt email CS
-2nd attempt email EMSCULPT

-3rd attempt text CS
-3rd attempt text Emsculpt

-10-day attempt text CS
-10-day attempt text Emsculpt

-Phone Follow Up

I will send over an email she sent with the current text templates they use. Feel free to adapt and use whatever seems good. Or we can just roll with ours if their templates aren't very good. Thanks!

Comments & Events

Vania J

Isaac

can you add these as text templates for them please? When you are creating the account?

Thank you—After Consult

Hello {{contact.first_name}}, it was great to meet you! If you have any more questions about the treatment, please contact us at the New England Center for Body Sculpting (508) 947-2852. We have also sent you an Alle invite to sign up for their rewards program to receive the $400 towards your CoolSculpting treatment.

Looking forward to hearing from you soon!

Dr. Edelman, Erika, Michelle, Tracey, and Kaylee

www.JuliaEdelmanMD.com

Missed Consultation

Good afternoon {{contact.first_name}}. We missed you for your consultation today at _____ here at the New England Center for Body Sculpting. Just reaching out to make sure you are okay. If you would like to reschedule your free consult, please give our office a call at (508) 947-2852.

We look forward to hearing from you soon!

Book your consult

Hi {{contact.first_name}},

This is Kaylee with the New England Center for Body Sculpting. I hope you are doing well. Just reaching out to see if you have any questions about the {{contact.service_of_interest}} treatment, or if you would like to schedule your FREE consultation. We are currently offering a $100 gift card towards your treatment for coming on time to your consultation. To book, please give our office a call at (508) 947-2852 or simply respond to this text. We look forward to hearing from you soon and have a good day!

www.JuliaEdelmanMD.com

Book your Treatment- CS

Hello, this is Kaylee from The New England Center for Body Sculpting. Hope you are well. Are you still interested in Coolsculpting? If so, because it has been so long since your last consult with us, I would recommend repeating the consultation. We are currently offering a FREE $100 Gift Card toward your service just for showing up on time for your consultation and up to 33% off Coolsculpting! Please feel free to call the office at (508) 947-2852 to schedule your FREE, no-obligation consultation. We look forward to hearing from you soon!

Reschedule CS Consult

Hi! This is Kaylee from The New England Center for Body Sculpting. Hope you are doing well.

Are you still interested in Coolsculpting? If so, we are currently offering a FREE $100 Gift Card toward your treatment just for showing up on time for your consultation and up to 33% off Coolsculpting! Please feel free to call the office at (508) 947-2852 to schedule your FREE, no-obligation consult We look forward to hearing from you soon!

Neo introduction for old Emsculpt Pts

Hi! This is Kaylee from The New England Center for Body Sculpting! Are you still interested in Emsculpt? If so, we now have a way to reduce fat, build muscle, and tighten skin! With Emsculpt NEO you can do all three with four 30-minute treatments. Emsculpt NEO permanently eliminates 30% of fat cells in the treatment area, and there is no downtime! Please call our office at (508) 947-2852 to set up a complimentary consult. We look forward to hearing from you soon!

Day after check CoolSculpting

Good morning, {{contact.first_name}}. This is Kaylee from the NE Center for Body Sculpting. I just wanted to check in with you to see how you're feeling after your CoolSculpting treatment yesterday? You may have some numbness, tingling, or soreness, which is completely normal, but if you have any questions or concerns do not hesitate to call us at (508) 947-2852. Also, I am going to send you a link for Alle so you can sign up to earn the rewards for yesterday's treatment. Hope you have a fantastic day!

6 Week Check After CoolSculpting

Hi {{contact.first_name}}. This is Kaylee with the New England Center for Body Sculpting. It's been about 6 weeks since your CoolSculpting treatment, and I just wanted to check in to see how you're feeling. If you have any questions or concerns, please do not hesitate to give us a call at (508) 947-2852. We are looking forward to seeing you for your follow-up photos on __ @ __. . See you soon!

Aesthetics Patients - Review Request

Hi {{contact.first_name}}. This is Kaylee with the New England Center for Body Sculpting. Many of our clients refer to reviews before selecting an aesthetics provider.

If you had a positive experience you are willing to share, would you consider posting a Google review for us? We would appreciate it very much.
https://g.page/r/CVv-zYYxktvKEBM/review

Happy Birthday

Happy Birthday {{contact.first_name}}! A very happy birthday from the whole staff at the New England Center for Body Sculpting. We hope you have an amazing day and a happy and healthy year!

May 12, 2022 at 2:17 AM Notified 2 people

Isaac Klausnser

Vania

- Got it. Will add.

May 12, 2022 at 4:52 AM Notified 2 people

Isaac Klausnser

Vania

- DONE

Login URL: https://app.medstarmedia.com
Username: info@juliaedelmanmd.com
Password: YoureCool2022#$

May 12, 2022 at 8:08 AM Notified 2 people

Vania J

Isaac

by the way, with the previous setup...only the coolsculpting and emsculpt forms were connected to their patient now & leadsheet correct?

May 12, 2022 at 3:45 PM Notified 2 people

Vania J

Note to Vania: they want a coolsculpting and emsculpt cost template. Email Kaylee for specifics of pricing and promos.

May 12, 2022 at 3:47 PM Notified 2 people

Isaac Klausnser

Vania

- No, all the forms are connected to their patient now account and the leadsheet.

May 12, 2022 at 4:53 PM Notified 2 people

Vania J

Isaac

oh nooooo ok we will need a core campaign then as well, for all the other forms. With just the standard first text message that goes out.

May 12, 2022 at 9:14 PM Notified 2 people

Isaac Klausnser

Vania

- Sorry didn't get you here. I have already set up a core campaign.

May 13, 2022 at 2:38 AM Notified 2 people

Sydney Metz, Client Success Manager

Hey

Vania

,

The following templates are complete:

-1st attempt email CS
-1st attempt email EMSCULPT

-2nd attempt text CS
-2nd attempt text Emsculpt

-3rd attempt text CS
-3rd attempt text Emsculpt

-10-day attempt text CS
-10-day attempt text Emsculpt

-Phone Follow Up

Also, I saw on their site they have the NEO and ELITE, so I made the templates for those. Please confirm if that was correct.

I know you said yesterday on ZOOM you might have some templates for 2nd attempt email CS and 2nd attempt email EMSCULPT. Were you able to edit those?

Also, no emsculpt neo offer??

May 13, 2022 at 2:07 PM Notified 2 people

Sydney Metz, Client Success Manager

Isaac

all templates are added.

CoolSculpting ELITE:
1st attempt-TEXT- CoolSculpting and 1ST ATTEMPT-EMAIL-COOLSCULPTING ELITE CAMPAIGN to go out 0 seconds after the form fill
and please add 2ND ATTEMPT-TEXT-COOLSCULPTING ELITE CAMPAIGN to go out on day 2 and 3RD ATTEMPT-TEXT-COOLSCULPTING ELITE CAMPAIGN to go out on day 3.

Emsculpt Neo:
1st attempt-TEXT- Emsculpt Neo and 1ST ATTEMPT-EMAIL-EMSCULPT NEO CAMPAIGN to go out 0 seconds after the form fill
and please add 2ND ATTEMPT-TEXT-EMSCULPT NEO CAMPAIGN to go out on day 2 and 3RD ATTEMPT-TEXT-EMSCULPT NEO CAMPAIGN to go out on day 3.

May 13, 2022 at 3:11 PM Notified 2 people

Vania J

Isaac

lets make live as soon as we can! they are trained. Thanks!

May 13, 2022 at 4:13 PM Notified 2 people

Isaac Klausnser

Sydney

Vania

- DONE

May 14, 2022 at 10:30 AM Notified 2 people

Isaac Klausnser

Vania

- Almost forgot to mention. While setting up for the above. I noticed that they also have an email to go out immediately to the leads directly from the Coolsculpting, Emsculpt NEO, Exilis, and Emsella Gravity forms. Let me know if I should disable those emails. Thank you.

May 14, 2022 at 10:53 AM Notified 2 people

Vania J

Isaac

is the email coming from their patient now? If so, then you can disable the CS and Emsculpt Neo one.

Also they seem to be having a lot of issues with the app. I'll forward you screenshots from the text messages they sent over to me this morning.

And I think I tagged this request somewhere else but can we make all the form fields mandatory to submit?

May 16, 2022 at 2:22 PM Notified 2 people

Isaac Klausnser

Vania

- No, these emails are set up in their wp-dashboard in the GFs.

May 16, 2022 at 3:40 PM Notified 2 people

Vania J

Isaac

ok let's disable those and I will create a template in GHL instead. Can you can see the email template in WP that's going out? Can you send to me please and thank you? It'll be too complicated to explain to the client.

May 18, 2022 at 7:31 AM Notified 2 people

Isaac Klausnser

Vania

- Disable them for all five services?

Coolsculpting, Emsculpt NEO, Exilis, and Emsella

Can you see the email template in WP that's going out? Can you send to me please and thank you?

Yes. We can access them. Do you want me to attach the email here for all five services?

May 18, 2022 at 7:35 AM Notified 2 people

Vania J

Isaac

yes please and yes please. I will create email templates in their GHL acct and we can add them to the campaign sequence in there.

May 18, 2022 at 7:41 AM Notified 2 people

Vania J

Sydney

per client's new request....can you create a
-30-day attempt text CS
-30-day attempt text Emsculpt
and let Isaac know when to add to the campaigns' sequence? I already created the stages in opportunities

Isaac

Thanks!!

May 18, 2022 at 7:55 AM Notified 2 people

Isaac Klausnser

Vania

- Disabled. I have added all the emails they had set up in their GFs on this doc.

https://docs.google.com/document/d/1D31C8edO8XFUFsAQkERSeDxrNWNV5sy3zMbu503Tfgk/edit?usp=sharing

May 18, 2022 at 11:35 AM Notified 2 people

Vania J

Isaac

thank you! Can you please add this email (1st Email- Core Campaign- All Services) to the Core Campaign sequence at 0 mins after the form fill is submitted? Thanks!

May 19, 2022 at 4:11 AM Notified 2 people

Isaac Klausnser

Vania

- ADDED

May 19, 2022 at 10:08 AM Notified 2 people

Sydney Metz completed this to-do.

May 20, 2022 at 1:17 PM

Vania J re-opened this to-do.

Oct 21, 2022 at 1:16 AM

Vania J

Isaac

for the EMface forms, they only want the first text to go out.

Will you please create a new campaign specifically for EMface?

Thanks Isaac!

Oct 21, 2022 at 1:17 AM Notified 1 person

Isaac Klausnser

Vania

- DONE

Oct 21, 2022 at 5:10 AM Notified 1 person

Alyssa Workman completed this to-do.

Nov 28, 2022 at 4:25 AM