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Lotti Aesthetics & Wellness (Ziva- Femme - Freya) - www.lottiwellness.com - EC

Digital Marketing Set Up (One-Time Fee) * Digital Marketing Monthly Management * Content Creation + Search Engine Optimization (SEO) - Monthly
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 MedstarMichael, SEO +2 others
From the list: Client Onboarding

✔ Create new client sheet in Google Docs

Hector M. added this on
Completed by Hector M.
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Hector Mota, Operations Manager at Medstar Hector M.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
I went ahead and created a new client folder on BC3 named it {Ziva Utah - Femme Health - www.zivautah.com}. Added team members to the folder, provided access and sent invites. Began assigning tasks to other team members and myself. Also, created a new client spreadsheet and added information pulled from email and website. 

I will wait for the notes and invoices to prepare Client Overview - along with Chris notes - to post it on BC3 for the team to check out and go over. Lastly, updated Weekly CLIENT CS reports sheet and others to add the new client's name to them.
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Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.