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Langer Family Medicine - www.langerfamilymedicine.com - Paige

Waiting for more info on this from Chris and Jenna.
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
From the list: Client Onboarding

✔ Create GHL Sub Account & Start A2P Verification

Hector M. added this on
Completed by Alyssa W.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K. Jenna Maschino, Senior Support Specialist at Medstar Jenna M. Judi Vallano, Medstar Judi V.
Notes
Isaac Klausnser, Medstar Isaac ,

We will now start creating the GHL sub-accts as soon as a client signs on. We have multiple follow-up steps in play now to try and get the registration info as soon as possible. 
Can you please begin the process to set up the GHL account for this client when you get a chance?

Thank you. 

Comments & Events

Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac re-tagging you. Judi is the CSM for this client if you and Jenna need additional support. Thanks for getting this and A2P verification set up when you can!
Notified 2 people
Alyssa Workman, Medstar Alyssa Workman
Judi Vallano, Medstar Judi please let Isaac know once we have Biz info & EIN

Required information for setting up GHL.

Business Name:
Website:
Owner's name:
Notification email address:
Full Address:

Information required to set up Toll Free Number.

All the details needed for setting up GHL + Business Legal Name.

Information required to submit for A2P.

All the details needed for setting up a GHL account + EIN number + EIN letter(if possible) + Website or LP with a form + disclaimer on it along with privacy policy + Terms of use page.
Notified 4 people
Isaac Klausnser, Medstar Isaac Klausnser
Alyssa Workman, Medstar Alyssa - Thank you. You are the best. 

Also sorry for missing it. For some reason all of the GHL tasks you assigned me on 17th I didn't receive any notification in my email.
Notified 4 people
Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac  Hector actually assigned this, but always happy to follow-up. Thanks for checking in. 
Notified 4 people
Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac Judi Vallano, Medstar Judi https://langer-aesthetics.com/ will be the URL to use for A2P verification. This homepage is the first deliverable for the client to see, service pages are still in development. The menu will be updated accordingly as development proceeds. 

Do we have all the business info needed to start verification for A2P?
Notified 4 people
Isaac Klausnser, Medstar Isaac Klausnser
Alyssa Workman, Medstar Alyssa - Got it but I am not seeing this client's biz info in the A2P sheet.
Alyssa Workman, Medstar Ok thx
Notified 4 people
Alyssa Workman, Medstar Alyssa Workman
Judi Vallano, Medstar Judi  can you reach out about biz info when you get a chance? 
Notified 4 people
Alyssa Workman, Medstar Alyssa Workman
Judi Vallano, Medstar Judi following up if you have got hold of the biz info yet? The micro site should be wrapped up by next week. 
Notified 4 people
Alyssa Workman, Medstar Alyssa Workman
Jenna Maschino, Senior Support Specialist at Medstar Jenna Judi Vallano, Medstar Judi  we are ready to launch ads for this project and we still don't have A2P info. Please reach out as soon as you can. 
Notified 4 people
Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac  are you able to get a TF #? Or do you need the Biz Info for that? We are ready to launch ads for this account. I followed up in the slack. hopefully we can get the A2P info soon. 
Notified 4 people
Isaac Klausnser, Medstar Isaac Klausnser
Alyssa Workman, Medstar Alyssa - We need the "business legal name" to submit TF for verification.

Information required to set up Toll Free Number.

All the details needed for setting up GHL + Business Legal Name.
Alyssa Workman, Medstar Ok got it
Alyssa Workman, Medstar Thanks!
Notified 4 people
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.