Lifestyle Change Trends - www.lifestylechangenj.com - EC

I will update once I get client's invoice and info from Chris.

Onboarding Notes

Date:
Time:
Attendees:


Micro-Site/Website URL:


Services:
-Service #1
-Service #2
-Service #3

Key Notes:


Ad Budget Notes:
Service #1-XXX Content

  • Recommend a budget of $XXXX per month on XXXX Ads- Client approved
Service #2-XXX Content

  • Recommend a budget of $XXXX per month on XXXX Ads- Client approved
Service #3- XXX Content 

  • Recommend a budget of $XXXX per month on XXXX Ads- Client approved

 Specials:

Service #1- Ad targeting: X Miles:

  • *Offer*- Client approved
Service #2 -Ad targeting: X Miles:

  • *Offer*- Client approved
Service #3 -Ad targeting: X Miles:

  • *Offer*- Client approved

Info Gathered:
Website URL:
Micro-Site URL:
Domaine Registrar:
Hosting:
Google Adwords ID:
Google Analytics:
Google My Business:
Facebook Page - ID - Ad Manager:
Main Phone Number:
Contact 1:
Office Location:
Financing: 

Following Treatments Free Consults: 
Awards & Recognitions for Campaign Pages: 
Lead notifications:
Website desired Aesthetic: 

Comments & Events

Alyssa Workman, Medstar
Vania J, Medstar Vania Emily, Medstar Emily  did this clientt onboard yesterday? Or was that note on the CAG sheet meant for Friday the 26th? Just doing my rounds of check-ins. Maybe they rescheduled. Thanks for the update! 
Emily, Medstar
Alyssa Workman, Medstar Alyssa  It is for the 26th! 
Alyssa Workman, Medstar Great, thx!
Alyssa Workman, Medstar
Emily, Medstar Emily  did they onboard or no-show? 
Emily, Medstar
Alyssa Workman, Medstar Alyssa  they no showed again! Rescheduled for this Friday 6/2. Vania will be doing the call since I will be ooo. Hopefully 3rd time is the charm. 
Alyssa Workman, Medstar Stinkers
Alyssa Workman, Medstar ๐Ÿคž
Vania J, Medstar ๐Ÿ˜‚