Onboarding Meeting
Date:4.1.21
Time: 2pm pst
Attendees: Sean Nelson, CZ, WZ, VJ
CoolSculpting: 3000 google, revisit FB later
ultherrapy $500
-Portland, OR, 10 mile radius
-ok with 1300 off 8 treatments or more
-They have a marketing company right now that would need to give us access
-wants to keep prp on site. Chris says to reword it <-- Hector, PRP police. pew pew
-been in the business over 40 years
-We were able to get FB page and ad acct access.
-He'll let us know Monday about access from the developer and WZ said we would decide then if we're doing a microsite.
-WZ described highlevel, they are interested.
-Authority Claims for CS: medical aestheticians, Coolsculpting university. Will send us awards the spa has gotten. Out-patient dermatology
Phone: 503-291-1953
Offers carecredit
-approved secret shopping
-Chris told the client that we would prepare their co-op paperwork for them
Time: 2pm pst
Attendees: Sean Nelson, CZ, WZ, VJ
CoolSculpting: 3000 google, revisit FB later
ultherrapy $500
-Portland, OR, 10 mile radius
-ok with 1300 off 8 treatments or more
-They have a marketing company right now that would need to give us access
-wants to keep prp on site. Chris says to reword it <-- Hector, PRP police. pew pew
-been in the business over 40 years
-We were able to get FB page and ad acct access.
-He'll let us know Monday about access from the developer and WZ said we would decide then if we're doing a microsite.
-WZ described highlevel, they are interested.
-Authority Claims for CS: medical aestheticians, Coolsculpting university. Will send us awards the spa has gotten. Out-patient dermatology
Phone: 503-291-1953
Offers carecredit
-approved secret shopping
-Chris told the client that we would prepare their co-op paperwork for them
Is this client still active?
They are not on any of our sheets.. Not the active list.. not the active clients for accounting, clients all time... or Inactive clients...
Is as if they never existed...
WeeZee can you please let your team know that if they are going to delete a client from the active list, to let me know? I will take care of it.. this way, I can removed them from other lists. And then add them to the inactive... all time, etc...
Right now we lost all info for this client we had on the WEEKLY CLIENT CS REPORTS