Isaac  can we get a GHL account created for this client? Thank you!

Jessica

Login URL: https://app.medstarmedia.com
Username: shubishahidaoffice@gmail.com
Password: YouareCool2023#$

Isaac  can we also get a lead sheet made?

Jessica -

https://docs.google.com/spreadsheets/d/1ivsCVbaGOR9_cWIaprPBORPSRvN2YPywkDJFoWU_-Lo/edit?usp=sharing

Alyssa - FYI

Hi Jenna - How are you? Can you please confirm that we have already sent a request to this client for their business info and EIN letter? I don't see it in the A2P sheet.

Jessica Vania Jenna we still need business info & EIN letter/number, please let Isaac know the following. We can't make this live until it is verifie

Required information for setting up GHL.

Business Name:

Website: https://drshubishahida.co/

Owner's name: 

Notification email address:

Full Address:

All the details needed for setting up GHL + Business Legal Name.

All the details needed for setting up a GHL account + EIN number + EIN letter(if possible) + Website or LP with a form + disclaimer on it along with privacy policy + Terms of use page.

Jessica  can you try calling her again. Also text her the items that are still missing. Thanks!

Jessica  any luck on finding the business info? Thanks for your help!

Isaac  can we set up a toll free number in the meantime? This client is being difficult to get hold. 

Alyssa - 

Sure. To confirm. This is their Business Legal Name - Dr. Shubi Shahida Aesthetics?

Jenna Vania can either of you confirm for Isaac if Dr. Shubi Shahida Aesthetics is the client's legal business name? Thank you!

Isaac there isnt a workflow in this account? the templates are in there. 

Emily dont forget to tell Isaac to make an account live after training.

Alyssa  we cant know for sure she's hard to get ahold of. Just put Dr. Shubi Shahida

Isaac  we arent a2p verified yet are we? What should we do here

Hi Vania - Yes. I have now added them because I didn't receive any confirmation on this client being trained and making the campaigns LIVE. I noticed this same on one other client account as well last week. Can you please notify me as soon as the client is trained like you and Jessica used to do earlier?

No we are not A2P verified yet nor this client's TF number is submitted for A2P.

Please share their business legal name and other required details so I can submit it for A2P.

Isaac Vania  my apologies. Jessica said she was taking care of this one

Emily - No problem. Please let me know once we have the client's biz info.

Isaac yes it will be Emily from now on. Jessica isnt with us anymore and I have phased out.