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Five Forks Family Eye Care - www.fffeyecare.com - Katharine

This is for a client Prepaid CYNOSure client. I will get info from Chris later.
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, Medstar +1 others
From the list: Client Onboarding

✔ Create GHL Sub Accounts & Start A2P Verification

Hector M. added this on
Completed by Alyssa W.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K. Katharine A., CSM at Medstar Katharine A.
Notes
Isaac Klausnser, Medstar Isaac ,

We will now start creating the GHL sub-accts as soon as a client signs on. We have multiple follow-up steps in play now to try and get the registration info as soon as possible. 
Can you please begin the process to set up the GHL account for this client when you get a chance?

Thank you. 

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Sure. Will create.

We have multiple follow-up steps in play now to try and get the registration info as soon as possible. 

Who will be doing this? Jenna or someone new?
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Vania J, Medstar Vania J
Isaac Klausnser, Medstar Isaac it will be Jenna Maschino, Senior Support Specialist at Medstar Jenna  still for the initial reach out and then the CSMs will help track the info down at the Onboarding meeting and after. Thanks everyone!
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Isaac Klausnser, Medstar Isaac Klausnser
Vania J, Medstar Vania Jenna Maschino, Senior Support Specialist at Medstar Jenna -  OK. Thank you.
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Alyssa Workman, Medstar Alyssa Workman
Judi Vallano, Medstar Judi  can you please let Isaac know once we have the EIN letter? Thank you!
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Alyssa Workman, Medstar Alyssa Workman
Judi Vallano, Medstar Judi we are still waiting on the EIN letter. The homepage will be ready to submit for A2P in the next day or so but we can't without the EIN. Thanks for your help!
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Alyssa Workman, Medstar Alyssa Workman
Judi Vallano, Medstar Judi Isaac Klausnser, Medstar Isaac the homepage/1st deliverable is ready to submit for A2P, did we acquire the EIN Letter yet?

https://go.fffeyecare.com/
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Isaac Klausnser, Medstar Isaac Klausnser
Alyssa Workman, Medstar Alyssa - Awesome. I am not seeing this client's biz info in the sheet though.

Judi Vallano, Medstar Judi Jenna Maschino, Senior Support Specialist at Medstar Jenna - Can you please let us know? Thank you.
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Alyssa Workman, Medstar Alyssa Workman
Jenna Maschino, Senior Support Specialist at Medstar Jenna Judi Vallano, Medstar Judi  did we get hold of the EIN/Biz info? 
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Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac were you able to submit for A2P? Are you missing anything else? Judi Vallano, Medstar Judi shared the biz EIN letter in Slack channel, but I am posting it here for documentation. We are ready to pass this website over to ads but need A2P approval to make the GHL app live.   
EIN letter[46756].pdf 194 KB • Download
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Isaac Klausnser, Medstar Isaac Klausnser
Alyssa Workman, Medstar Alyssa Judi Vallano, Medstar Judi -  I am still not seeing this client's business info in the A2P sheet. That information is also required to submit the phone numbers for A2P.
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Alyssa Workman, Medstar Alyssa Workman
Jenna Maschino, Senior Support Specialist at Medstar Jenna please let Isaac know when the Biz info has been filled out on the A2P sheet so he can submit this. Thank you! 
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Judi Vallano, Medstar Judi Vallano
Alyssa Workman, Medstar Alyssa Jenna Maschino, Senior Support Specialist at Medstar Jenna  We've had his biz info for awhile now.
Alyssa Workman, Medstar Isaac says not
Alyssa Workman, Medstar Jenna will know
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Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac Jenna Maschino, Senior Support Specialist at Medstar Jenna was this ever resolved for getting biz info? Judi said we've had it for a while and she is OOO so trying to get this sorted. Ads are ready to go live.

Isaac Klausnser, Medstar Isaac  can you please get a TF # while we wait for A2P? I am passing this site over to ads right now. 
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Isaac Klausnser, Medstar Isaac Klausnser
Awesome. Thank you Jenna Maschino, Senior Support Specialist at Medstar Jenna Alyssa Workman, Medstar Alyssa - Submitted for A2P.
Alyssa Workman, Medstar Thank you!
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Isaac Klausnser, Medstar Isaac Klausnser
Alyssa Workman, Medstar Alyssa - 

can you please get a TF # while we wait for A2P?

YES. DONE.
Alyssa Workman, Medstar Thank you!
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Alyssa Workman, Medstar Alyssa Workman
Katharine A., CSM at Medstar Katharine I am looping you in as the newly assigned CSM for this client. A2P verification is in process. The ad orders are with the ads team already. I asked Isaac to get a Toll-free number while we wait for A2P verification. This will allow us to activate the client's GHL auto-campaign setup after the client trains. Emily and Isaac work together to get the campaigns live after Emily trains the client.

TF # - (855) 566-6955

The TF # forwards to the clients' main phone number: 864-288-7070

I will loop you in once we get a verified tracking phone #. For now, I will assign for dev team to place this TF #.

Can you check to make sure a Front Desk Training request was sent? Judi Vallano, Medstar Judi should be able to show you how if you aren't sure how to check. 

Thank you!
Katharine A., CSM at Medstar Will do! Thanks
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Alyssa Workman, Medstar Alyssa Workman
Katharine A., CSM at Medstar Katharine this account has been A2P verified now. I already let Emily know that we can have Isaac make the campaigns live. 

This is the Twilio number that we will use for tracking, it forwards to their main phone number: (864) 668-2500
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Alyssa Workman, Medstar
Alyssa Workman completed this to-do.