Onboarding Notes
Date: 4/13/23
Time: 12:00 PM PT
Attendees: WZ, NPR, Michelle, Jane, Michael
Date: 4/17/23
Time: 3:30 PM MT
Attendees: WZ, NPR, Michelle
Micro-Site/Website URL: go.glomedicalaesthetics.com
Services:
-Service #1 Emsculpt Neo
-Service #2 CS Elite
-Service #3 Botox
Key Notes:
Time: 12:00 PM PT
Attendees: WZ, NPR, Michelle, Jane, Michael
Date: 4/17/23
Time: 3:30 PM MT
Attendees: WZ, NPR, Michelle
Micro-Site/Website URL: go.glomedicalaesthetics.com
Services:
-Service #1 Emsculpt Neo
-Service #2 CS Elite
-Service #3 Botox
Key Notes:
- Have clients as direct competitors: Dr. Edelman, Skin Tight, Toosie
- Discussed them purchasing their own hosting or, having us host them for the microsite.
- Base price on Neo is 1000/treatment, a package of 4, $3600 of 10% off is the everyday package of 4 they are doing. Did a "classic day," instead of a demo, did full cycles on one day, $300. Doesn't want to 'race to the bottom'.
- Injectors have bandwidth
- Discussed 'botox with your bestie' bring a friend and you both get $25 off
Ad Budget Notes:
Service #1-CS Elite - Demo Content
Service #1-CS Elite - Demo Content
- Recommend a budget of $1750 per month on Google Ads- Client approved
Service #2-Emsculpt NEO - Demo Content
- Recommend a budget of $1500 per month on Google Ads- Client approved
Service #3- Botox - Demo Content
- Recommend a budget of $1500 per month on Meta Ads- Client approved
Specials:
Service #1- CS Elite Ad targeting: X Miles: Shane decide, many competitors
- *50% off 8+ treatments*- Client approved
Service #2 -Emsculpt Neo Ad targeting: X Miles: Shane decide, many competitors
- *$600 off a package*- Client approved
Service #3 -Botox Ad targeting: X Miles: Shane decide, many competitors
- *New Client Special $100 off for a minimum of 40 units *- Client approved
Info Gathered:
Website URL: https://www.glomedicalaesthetics.com/
Micro-Site URL: go.glomedicalaesthetics.com/
Domaine Registrar: been given to support@medstarmedia.com, and with go@medstarmedia.com
Hosting: purchased WpEngine hosting. Support@medstarmedia.com added. Check that email.
Google Adwords ID: 107-236-9115
Website URL: https://www.glomedicalaesthetics.com/
Micro-Site URL: go.glomedicalaesthetics.com/
Domaine Registrar: been given to support@medstarmedia.com, and with go@medstarmedia.com
Hosting: purchased WpEngine hosting. Support@medstarmedia.com added. Check that email.
Google Adwords ID: 107-236-9115
Google Analytics:
Google My Business: have given access to support@medstarmedia.com
Facebook Page -https://www.facebook.com/glomednewton/
ID - Ad Manager: 1164142907353187
Note: it's called "Coolsculpting Ad Account" owned by Glo Medical Aesthetics
Main Phone Number: +1 (617) 916-9119
Contact 1: Michelle 617-669-3565
Office Location: 1251 Centre St. Newton, MA 02459
Financing: Patient Fi (likes better) and Care credit - Care Credit
Google My Business: have given access to support@medstarmedia.com
Facebook Page -https://www.facebook.com/glomednewton/
ID - Ad Manager: 1164142907353187
Note: it's called "Coolsculpting Ad Account" owned by Glo Medical Aesthetics
Main Phone Number: +1 (617) 916-9119
Contact 1: Michelle 617-669-3565
Office Location: 1251 Centre St. Newton, MA 02459
Financing: Patient Fi (likes better) and Care credit - Care Credit
PatientFi
Following Treatments Free Consults: free for filler, esthetician, body contouring
Awards & Recognitions for Campaign Pages: Top-rated medical spa
Lead notifications: michelle@glomedicalaesthetics.com
Website desired Aesthetic: keep to the site colors and logo. They like their brand
Michelle Wetlaufer
Glō Medical Aesthetics
1251 Centre St
Newton, MA 02459
Invoice Number FB2023-144
Date of Issue 04/04/2023
Due Date 04/04/2023
Micro Website Development
Includes up to 3 treatment pages with high-converting content:
CoolSculpting Elite
Emsculpt
Dermal Fillers
Digital Marketing Set Up
Marketing Management Service ( Monthly)
Includes up to three treatment campaigns:
CoolSculpting Elite
Emsculpt
Dermal Fillers
Michelle Wetlaufer
Glō Medical Aesthetics
1251 Centre St
Newton, MA 02459
Invoice Number FB2023-144Date of Issue 04/04/2023
Due Date 04/04/2023
Micro Website DevelopmentMicrosite with these pages:CoolSculpting Elite
Emsculpt
Dermal Fillers
Digital Marketing Set Up
Marketing Management Service
( Monthly)Includes up to three treatment campaigns:CoolSculpting Elite
Emsculpt
Dermal Fillers
Just for clarity on the specific reasons:
The service titles were copied from the invoice, I can certainly change it to 'Microsite with these pages' but, oftentimes we aren't able to list 'these pages' because they haven't always been confirmed by the client at this point. It would just be blank after Microsite with these pages: which might be confusing.
I've been including the number of treatment pages listed on the invoice, because there are times when they haven't confirmed any yet or they have 3 or 4 available, but the only decided on 2 specific treatments at this point. If we only listed the two specific treatments, it may be unclear if they have 3 or 4 available. In this case, I could list the two treatments and underneath add:
*1 (or 2) additional treatment campaigns available -- which is basically the same thing as listing the # of pages above, but if it's more clear underneath than let's do that. We don't want to include superfluous info of course, but also don't want to eliminate info that creates questions about how many campaigns the client has available, etc.
I will set up the summary template how we discussed this week and we can connect about it when we meet on 4/17, if that works? After we try the new template, I'd love to gather feedback from all the team members utilizing it to make sure it's meeting their needs with clarity.
Please let me know if you have any questions or feedback. Thank you so much! :)
Here you go just in case.
Glō Medical Aesthetics - www.glomedicalaesthetics.com
https://go.carecredit.com/consumer/home?sitecode=CCCALDS2X
For documentation I got the incorrect links below:
Care Credit