Onboarding Mtg
Date: 4.5.21
Time: 9am pst
Attendees: Michelle (spa manager), WZ, VJ
WZ offered a one-pager for free for ads to run to since client was complaining about cost. And they have a developer we'd have to work with.
-developer's name is Kathleen
-domain is through kajabi
-they have never run ads before. We need to create a google tag manager and new ads acct.
-Michelle wasn't aware how to give us access to several items we needed. Said she had not been made aware?
-Only has admin access to the FB page
-Kathleen their marketing consultant does all the FB related issues
-Kathleen does not feel comfortable with tech-related tasks
Michelle does not have FB level needed to give us access to page. It doesn't look like they have a FB ads acct either.
- either Veronica, John, or Kathleen may be the owners of the FB page. Dr. Jon Patterson is the owner of the spa. He would need to connect with us in order to grant access.
-Front Desk Training: Kayla
-CS authority claims:
Dr. Jon went to coolsculpting university.
Top-rated medical spa (they have good reviews)
-WZ discussed highlevel. Client seemed eager.
-Budgets. Michelle says she needs to ask Jon.
-Specials: 2 competitors running the 50% off.
WZ recommends $1300 off 8 treatments
They change $650 a cycle
Dr. Jon's email: jon.patterson.md@gmail.com
Time: 9am pst
Attendees: Michelle (spa manager), WZ, VJ
WZ offered a one-pager for free for ads to run to since client was complaining about cost. And they have a developer we'd have to work with.
-developer's name is Kathleen
-domain is through kajabi
-they have never run ads before. We need to create a google tag manager and new ads acct.
-Michelle wasn't aware how to give us access to several items we needed. Said she had not been made aware?
-Only has admin access to the FB page
-Kathleen their marketing consultant does all the FB related issues
-Kathleen does not feel comfortable with tech-related tasks
Michelle does not have FB level needed to give us access to page. It doesn't look like they have a FB ads acct either.
- either Veronica, John, or Kathleen may be the owners of the FB page. Dr. Jon Patterson is the owner of the spa. He would need to connect with us in order to grant access.
-Front Desk Training: Kayla
-CS authority claims:
Dr. Jon went to coolsculpting university.
Top-rated medical spa (they have good reviews)
-WZ discussed highlevel. Client seemed eager.
-Budgets. Michelle says she needs to ask Jon.
-Specials: 2 competitors running the 50% off.
WZ recommends $1300 off 8 treatments
They change $650 a cycle
Dr. Jon's email: jon.patterson.md@gmail.com