Harbor Family Ortho - www.harborfamilyortho.com- VJ

Website Development & Design * Content Creation - Treatment Page * Digital Marketing Set Up * Digital Marketing Monthly Management Service * Client Success Manager: VANIA JENNY

Onboarding notes

Google Domains-
has to be "done through google workspace" please send info Isaac Klausnser, Medstar Isaac on how they do this

Hosting-
Suggest wp-engine
gave Vania their credit card

Google Ads-
545-236-1915
brand new account
under admin@harbor
keywords:
Orthodonic treatment, braces doctor, braces, orthodontist near me, kids dentist and orthodontics,

Facebook- Michael owns the page 
https://www.facebook.com/harborfamilyorthodontics- granted access to all of team
18046996
Michael John 

Comments & Events

Isaac Klausnser, Medstar
Vania J, Medstar Vania - In this case. We would need access to their Google workspace account. They can create a new user account in their G-suite and provide us access to this newly created account. This should also give us access to their domain.
Vania J, Medstar
FYI items we are waiting on from WZ/s follow up email to client

1. We will send over directions shortly on how to grant us permission in Google Domains when it says "must be done in Google Workspace" 

2. We bought you WP-Enigne Hosting. Check your updates folder to accept. Keep this password for life! 

3. Starting Ad Budgets
Braces- 2,000- Google Ads- 5-10 mile radius- $250 off new client special 
Invisalign- 2,000- Google Ads- 5-10 mile radius- $250 off new client special

4. We estimate a 6-8 week turnaround. We will contact you before going live to train you and your team on our suggested lead protocol and the Medstar App. 
Vania J, Medstar
Isaac Klausnser, Medstar Isaac can you provide instructions for them on how to do the above? So I can email it to them?
Isaac Klausnser, Medstar
Vania J, Medstar Vania

Here you go

https://support.google.com/a/answer/33310?hl=en

Add a user account to your Admin console

  1. Sign in to your Google Admin console
  2.  From the Admin console Home page, go to Users.
  3. At the top of the page, click Invite new user/Add new user.
  4. Fill out the form to either invite the user to your team, or add their account details.
  5. Repeat these steps for each user you want to add.
They can also provide us with the super admin access if they are OK with it as it would be much easier for them.
whitney.zelig@gmail.com, Medstar
It seems like this makes them create us an email account Isaac Klausnser, Medstar Isaac  ? ^^
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - YES
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  what happens after they create us an email account? I'm honestly a bit confused about this.
Isaac Klausnser, Medstar
Vania J, Medstar Vania - Hopefully it will give us access to the DNS records of their domain depending on how they have the permissions set in their Google workspace. The easier option for them would be to provide us access to their super admin account.