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

Send client link to Lead Sheet

Assigned to
Hector Mota, Operations Manager at Medstar Hector M.
Notes
Subject -
Here's the lead sheet for your website!


Hi ((Client))

The following Google Docs link { } is for a spreadsheet we have created to help you keep track of your leads and keep them organized. We have also sent you an invitation notice via email. This spreadsheet gets automatically updated when a customer fills out a request for a consultation on your website.

It is recommended to use two separate emails associated with the domain name of your site. One for "FROM" and another one for "TO" field. This in order to make sure the email gets delivered correctly into clients/customers inbox.

Please do not edit any of the grey fields as they are automatically connected to the forms. The green areas to the right are good to edit, and we encourage your staff to use this lead sheet to keep track of the progression of leads. If you have any questions please reach out to us and we will gladly respond to your inquiries. 

Thank you,
Medstar Media

Comments & Events

Hector Mota, Operations Manager at Medstar
Received (Harbor Family Ortho Leadsheet) Leadsheetleadsheet from team for client {Harbor Family Ortho - www.harborfamilyortho.com} posted on their BC3 files and folder. Made edits to leadsheet, provided access to client at email: info@harborfamilyortho.com , jen@harborfamilyortho.com and sent invitation. Also updated columns, added colors, froze view at the top. Also sent client email with lead sheet protocols, front desk training material.


Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac the source URL is not showing up on this leadsheet. Can you please check into that when you get a chance?
Thank you
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - I am seeing it.


Let me know what I am missing.
Hector Mota, Operations Manager at Medstar
Isaac,
Thanks for looking into this.  
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com mentioned the GLIC was not showing up. 
Perhaps she can let you know what it is exactly she was referring to. 
whitney.zelig@gmail.com, Medstar
yes what Hector Mota, Operations Manager at Medstar Hector  is correct ^. Thanks Isaac Klausnser, Medstar Isaac  
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - I just checked and all the settings looks good in the forms and zapier. Can we ask Shane to check if the ads tracking is properly set up?
Hector Mota, Operations Manager at Medstar
This is a smart campaign running Whitney. Would the GLIC still come out? 
whitney.zelig@gmail.com, Medstar
Oh gosh Hector Mota, Operations Manager at Medstar Hector i thought we went live already. I am losing my memory !
Hector Mota, Operations Manager at Medstar
Lol.. no worries Whitney... I know you got a lot going on with you handling everything this week.. 
I got your back.