Innovations Health & Wellness - www.innovationswellnessnj.com

This is for a client who already has a website we can use that we just need to optimize.

Set up High Level ( if requested or needed) & send this infographic

Assigned to
Isaac Klausnser, Medstar Isaac K. Vania J, Medstar Vania J.
Notes

Comments & Events

whitney.zelig@gmail.com, Medstar
Vania J, Medstar Vania  let's get this task going
Vania J, Medstar 👍
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  hiiiiiiii could you please set up a sub account for this client and pass along the login? I'll let you know once the templates are set up and theyre trained. Thanks!
Vania J, Medstar
Not a "training". He said he doesn't need or want to be trained but I will at least ask to meet with him to explain the automatic texts.
Isaac Klausnser, Medstar
Vania J, Medstar Vania - OK. Got it. Will set up.
Vania J, Medstar
Great. Sent to client. I'll let you know when we can make it live. Thanks!
Hector Mota, Operations Manager at Medstar
Thanks Isaac, Vania.
Highlevel login list and client spreadsheet updated..
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  can you share the booking link with me? So I can add it to the text and email template
Isaac Klausnser, Medstar
Vania J, Medstar Vania - Their Highlevel calendar widget link?
Vania J, Medstar
Isaac Klausnser, Medstar Isaac   no the calendly one you set up and used for their confirmation page, please and thanks. 
Vania J, Medstar
Isaac Klausnser, Medstar Isaac Hi! this team has been trained and their text templates are in the account and ready to be set up as automations in the Core campaign. I've also added an email template for this client. Can you set it up to go out immediately same as the 1st text? they are ready to go LIVE.
Thanks!
Vania J, Medstar
Vania J completed this to-do.
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac good morning. 
For some reason, I do not have access to this leadsheet. Why is that? 
Can you please provide me access so I can begin to do what I do? 
Thanks. 
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - Not sure but I saw your request to access it and have already approved it now. Let me know if you still see any issues while trying to access it.
Vania J, Medstar
Hector Mota, Operations Manager at Medstar Hector  I was just telling Isaac that the client and I both did not have access either this morning during his training. so weird!
Hector Mota, Operations Manager at Medstar
No worries, Isaac, Vania, it happens. I now have access and went ahead and sent it to the client. We are all set.  
Thanks,