Marlowe & Marrs MD - marlowemd.com - HM

Website Design & Development * Digital Marketing Set Up (One-Time Fee) * Digital Marketing Monthly Management *

No Longer A Client - Marlowe & Marrs

Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K. Jonnamae Jumawan, Medstar Jonnamae J.
Due on
Notes
Isaac Klausnser, Medstar Isaac  
Chris has informed me that this client will be parting ways with us. We will need to initiate the No longer a client protocol in the coming weeks.  

Let's leave GO Highlevel app on until 11/31/2023

We will need to shut down all of the following:

Hector will
  • - Turn off all campaigns
  • - Update all sheets
  • - Pause all conversion tags on GTM
  • Remove Website from Uptimerobot, list, etc.
  • Remove client access from the leadsheet 
Isaac, please take care of these at the due date above. 
Thanks.
  • - Delete popup from OptinMonster - Sleeknote
  • - Change GHL password
  • - Turn off zaps
  • - Release Twilio number
Isaac, you can turn off their Pop ups now. Turn off their Zaps at the end of the month.
Let's leave GO Highlevel app on until 11/31/2023.
Remove their Go Highlevel access level, but don't take away their number, don't delete it.
Chris expects them to be back. 

Shane Quast, Medstar Shane please take note. Chris has turned off this client's campaigns. They should remain off. 
Thank you.

Comments & Events

Hector Mota, Operations Manager at Medstar
Jonnamae Jumawan, Medstar Jonnamae  
Can you please take screenshots of this client's Google ads and Facebook ads when you get a chance? We want to verify that their ads are now off.
Thank you. 
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - Thank you. Would you mind tagging me here on the due date? I don't receive any notification from BC for the task on the due date in my inbox.
Jonnamae Jumawan, Medstar
Hi Hector Mota, Operations Manager at Medstar Hector ,  what is the date range? is it from the client's start date? Thank you.
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac
I always follow up if you have not responded so no worries.
Jonnamae Jumawan, Medstar Jonnamae yes, please start from the client's start date with us. 
Thank you. 
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - Thank you, Sir.
Hector Mota, Operations Manager at Medstar
Awesome work as always JJ.. thank you. 
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac  
Can you please turn off this client's GO HIGH Level app when you get a chance?
Remember not to take away their number. 
Thank you. 
Chris Zelig, Medstar
Yes, you can remove them. I may try to sell them again so just remove them as users and pause the Zaps. 
Isaac Klausnser, Medstar
Chris Zelig, Medstar Chris Hector Mota, Operations Manager at Medstar Hector  - Thank you for confirming. DONE.
Hector Mota, Operations Manager at Medstar
Thank you Isaac. 
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.