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Heritage Veins & Aesthetics - www.drheritage.com - NR

Website Design & Development * Digital Marketing Set Up (One-Time Fee) * Digital Marketing Monthly Management *
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
Posted by Vania J ·

Onboarding Notes for 9/1/22

Date: 9/1/22
Time: 1PM
Attendees: SM, WZ, Teri Williams, Tina, Aimey

Micro-Site URL:

Services:
-Service #1: Emsculpt NEO  
-Service #2: Beautifill Smart Lipo
-Service #3: Botox (Edison)
-Service #4-Dermal Filler (On the house per WZ)  

Key Notes:
  • Two Locations-600 Pavonia Ave, Ste 5-03 Jersey City, NJ 07306 and 659 New Dover Road Edison, NJ 08820
  • Micro-site is paid
  • They have run Google ads before
  • Tina is forwarding all the Google log-in information 
  • Running ads for Edison Only right now to get warmed up.
  • Can't get into GMB, so they want to start from scratch.
  • They did have Google ads for Jersy city with their last marketing company. 
  • They paid the marketing company to run ads, and not Google directly.
  • They are going to try to coordinate connecting us with their former marketing to see if they will give us access to their last google ads account.

GOOGLE AD:
-9946930024 this was a previous ad acct but cancelled but may be an issue it is under Tulysan
-niman@xeniohealth was not it
-heritageveinsandaesthetics@gmail.com was not it
-dntt1021@gmail.com was not it either
-Hvappc2021@gmail.com, 994089***4 was one acct under there and then an acct named MCC account HVA something, so that would be 3 accts associated with them.
-this is the gmail acct that ads will go through
     -Hvappc2021@gmail.com, pw: live@2021

FACEBOOK:
-Heritage Veins & Aesthetics, facebook.com/heritageveins
-we gave Tina full control to the page through the drs FB login
-we could not get access to the page. they are not the owners

GMB
-we are added to Jersey City
-they haven't created one for the new location Edison yet. 
-we requested access to the new location. Currently it is owned by Catherine.
-they will have to get back to us when they have access

service #1-Emsculpt NEO (Edison)- demo content
  • Budget: $1,500 Per Location 
  • Platform: GOOGLE 
  • Promo: $600 off New Client Special
  • Disclaimer: *
  • Targeting:  miles
  • Notes: 
service #2-Beautifill Smart Lipo (Edison)- demo or original content?
  • Budget: $1,500
  • Platform: GOOGLE 
  • Promo: $500 off New Client Special
  • Disclaimer: *
  • Targeting:  miles
  • Notes: 
service #3-Botox (Edison)- demo content
  • Budget: $1,000
  • Platform: FACEBOOK
  • Promo: $9 per unit-New Client Special. (50 unit min)
  • Disclaimer: *
  • Targeting:  miles
  • Notes: 

Service #4-Dermal Filler  (Edison)- demo or original content?
  • Budget: 
  • Platform: GOOGLE or FACEBOOK?
  • Promo: $____ off New Client Special
  • Disclaimer: *
  • Targeting:  miles
  • Notes: 

Info Gathered:
Website URL: https://drheritage.com/
Micro-Site URL:
Domaine Registrar:
Hosting: will host it on ours
Google Adwords ID: Asking the last marketing agency first, 
Google Analytics:s tart new one
Google My Business: USER:heritageveinsandaesthetics@gmail.com PW: Heritage#24 MedStar is the manager on the GMB.
Facebook Page - ID: https://www.facebook.com/heritageveins/
Facebook Ad Acct: The doctor has to verify his account himself
Main Phone Number: (201)771-1331 (Jersy City)  and 732-912-7909 (Edison)
Contact 1: (Roma Dave) Rdave@drheritage.com
Office Location: 600 Pavonia Ave, Suite 5-03 , Jersey City, NJ, United States, New Jersey AND 659 New Dover Road Edison, NJ 08820
Financing: CareCredit, Cherry 
Following Treatments Free Consults: NEO consults are free, Smart Lipo is free. Botox consult is not free.
Awards & Recognitions for Campaign Pages: check website
Lead notifications: Creating a new email for leads to live.
Website desired Aesthetic: 
9086701491 phone number linked to email.

Still waiting on a few things.

Comments & Events

whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
1 microsite- paid- three treatment pages

2 locations 

New client: They are a btl ref. they have two locations. they will probably expand to more locations. We are doing a micro-website for them. We need a unique treatment page for each one of their locations. Be careful that we do not copy a website that is in the area or run a similar social media ad. We are starting to get pretty saturated in NJ. 

hector - keep an eye out for when they make their payment method. They said they would do it today or early tomorrow.


Sydney Metz, Client Success Manager Sydney  
Notified 1 person
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Onboarding information - 

Hi Chris,

Thank you for your email. This is in response to your inquiries.

Which email(s) to send lead notifications to?

Which staff member(s) will be in charge of booking appointments/managing leads?
Can you provide us with the number we can forward calls to?
  • Can you please clarify if you mean a cell phone for after business hours or an office phone
Google Ads Id Number
  • We need to create this
Facebook Page and Facebook Ad Account

  • We would like assistance with getting the Facebook Ads ID Number. We have provided access to the Facebook page.
Google My Business Access
  • We have provided access to the GMB page.
Notified 3 people
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com


wz's 5th onboarding

1. Domain isaac is handling

2. Google Ad account- smart campaign- perhaps $6 a day

they have two accounts no spend
994-089-5864 is the one i added shane and ivonne to
874-320-5895 - "mcc" 

3. Facebook account and facebook id
Notified 2 people