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From the list: Client Onboarding

✔ Send client Request for Assets/ onboarding email

Hector M. added this on Nov 09, 2022
Completed Nov 09, 2022 by Hector M.

Assigned to: Hector M.
Notes: Please answer the questions below and provide access to your online accounts. If you do not have access to the accounts below we will help you access them or set up new ones on your behalf during the onboarding call.

Which email(s) to send lead notifications to?

What is the best phone number to route lead calls to?

What is the maximum monthly media budget per campaign we can use to promote you on Google Ads & Social Media Ads?

Domain Registrar
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Hosting Account
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Website access
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Google Ads Id Number
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If you don't have a Google Ads account we will help set one up.
Google Tag Manager
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Google Analytics
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Google Webmasters
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Comments & Events

Hector Mota, Operations Manager

Hi Chris & Whitney,

I'm very excited to start working with the A-Team. I def have high expectations haha.

Nice to meet you, Whitney!

Which email(s) to send lead notifications to?

evexia@evexiamedspa.com

Currently leads are going to callcenter@customerbloom.com (for the call center)

Let me know your preference.

Which staff member(s) will be in charge of booking appointments/managing leads?

Denise Bearden 571-991-6396 (she is my front desk manager and handles most booking.

I also use Carson from the current marketing company who is a call center technically that speaks spanish. Which i plan on keeping unless you suggest keeping everything in house

Can you provide us with the number we can forward calls to?

571-774-0965

(remember we are still using Profit engines so poeple use the ad number on there that we redirect to the above number. Ill give you full admin access to the software so you can see it all)

Google Ads Id Number 907-152-1796

Facebook Page and Facebook Ad Account

evexiamedspa

Erica (ad manager) runs her ads for me using a different business manager so if there is ever a problem or restriction it doesn't affect the business manager apparently. Thats what I was just told.

I'm happy to share FB log in details.

Google My Business Access

Done

For profit engines Admin log in, what email would you like me to add?

Also for the onboarding call what Calander would you like me to choose so I have you both on the call?

Please let me know if anything else is needed and I'll make it happen!

Thank you,
Noah

Nov 09, 2022 at 10:08 PM No one was notified

Hector Mota completed this to-do.

Nov 09, 2022 at 10:08 PM