✔ Client Name - Email Event - DATE
Completed by Ivy S.
- Assigned to
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Ivy S.
- Due on
- Notes
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CSM Assign to: Ivy when all information below has been filled out. Modify as needed.
First draft requested by:
Paige
Final approval needed by:
Paige
The client prefers email notifications. Please email approval requests to: ab@nsmedicalwellness.com
The client prefers text notification. Please text approval requests to:
Names of contacts/clients that give final approval:
Tina/Amanda
Name of CSM:
Paige
Details for assignee to include-
Information about the event or the email blast: semaglutide, shed last years weight
Date to send out email blast:
1/4/24 @7amWhat are the dates of this promo/ sale:
jan 1-31Is this an online sale? If so, please include the shopping link:
n/aDesign notes:
websiteWhat is the preferred call to action?
CTA: book your virtual or in-person consult today (link not ready yet)- Examples:
- Text "YES" to receive full list of promos
- Click here to shop online <link>
- Call (xxx)xxx-xxxx to book your appointment
Any text blast copy requests from the client?
How many text(s) total are being requested for this project?
1Please list the promos below: - Examples:
Comments & Events
Ivy Santiago completed this to-do.