✔ Send client link to Lead Sheet
Completed by Hector M.
- Assigned to
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Hector M.
- Notes
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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.
Thank you,
Medstar Media
I am not sending this leadsheet to the client yet until you give me the green light. I want to make sure what you discussed in the email has been taken care of first.
Please let me know..
Thanks.
*** Team remember that we need to make we have the {embed_url} URL tag added in the notification message field on all forms on our websites along with a hidden field for service of interest added in the form. This is from Isaac. **
1) Can you please add the disclaimer below both forms?
"By submitting this form you agree to be contacted via phone/email"
2) I'm seeing double spaces on this text.
3) Please mark the confirmation page as no-index no follow from the Yoast settings on the page and also update its URL from /confirmation to just /c.
Is that all that needs to be changed in Yoast settings?
I will go ahead and send the leadsheet to the client now.
Thanks.
here you go:
https://labellals.mysculpt.net/privacy-policy/
Will let you know in a few once I take inventory of the work done this week.
Thanks.