NR Onboarding Notes
Date: 6/12/23
Time: 2 PM - 4 pm MT
Attendees: VJ, NR, Kimia, Dr. Mays, Dr. Michael
Micro-Site/Website URL: TBD
Services:
-Service #1 - Medical Dermatology
-Service #2 - Botox +, Dysport®, Xeomin®, Daxixfy®, Juveau®
-Service #3 - Fillers (Juvederm®, Restylane®, Revance®)
-Service #4 - Hair Loss
Key Notes:
Time: 2 PM - 4 pm MT
Attendees: VJ, NR, Kimia, Dr. Mays, Dr. Michael
Micro-Site/Website URL: TBD
Services:
-Service #1 - Medical Dermatology
-Service #2 - Botox +, Dysport®, Xeomin®, Daxixfy®, Juveau®
-Service #3 - Fillers (Juvederm®, Restylane®, Revance®)
-Service #4 - Hair Loss
Key Notes:
- video of onboarding: https://watch.screencastify.com/v/gHM0O5K7dywulY2UENqZ,
Ivonne
- On the Newport beach Corona Del Mar border they also see clients come in from Laguna, Irvine, sometimes the greater OC.
- Doc has created her own hair supplement for hair loss.
- Doesn't offer insurance but gives a Superbill that patient can then submit to their own insurance. Also offers Care Credit.
-
Vania
- Current competitors that don't take insurance: Stephanie Kappel, https://www.skincredibledermatology.com/
- Get her on tiktok!!
- Medical dermatology page will be very extensive. basically, everything BUT PRP. Use a lot of icons and visuals b/c it's a lot of information.
- Hours that leads will be answered: M-F, 9 am - 5 PM PT by Maggie RN. Saturday office is open by appointment.
- Started smart campaign on new Google ads account with keywords: "board certified dermatologist", "dermatology", "skin specialist", "skin dermatologist"
- Google My Biz ID might be: 7125-8757-3606
- Must email Rohit (roh-HEAT) re: google ads account and pop-up. They do not know where this lead is going to, how it is hooked, etc.
- They love Jane app - get their booking link
- Talked about how hair page would be a great candidate for SEO writing
-
- Google Ads issue potential: They have 3 ads accounts in same gmail. 1) starts in 840 for the Kentucky address. Has billing information that needs to be deleted 2) 802-137-0654 which we just finalized with a smart campaign 3) 723-534-1419 which was accidentally started, not finalized, can be deleted. let Rohit now, but not yet. leave it for 48 hours.
- They had Visa ending in 6052 on their Kentucky account, which needs to be deleted if they want to use it on new account.
- Rohit also has all hosting and dns information
- Doc believes that insurance can be very limiting in that the patient cannot get same-day care. They must wait for insurance to approve it. Without insurance she can offer procedures same day, and has more transparency in managing the billing for her patients b/c they know what they are being charged.
- Not sure if she wants to add any Spanish to the site.
- Demographic is woman 40-60 adults and pediatrics for cosmetic and medical. Men with hair loss.
- She has expertise, pedigree, can diagnose with skin, hair, and nails and offers same day service.
Ad Budget Notes:
Service #1-Botox - Demo Content
Service #1-Botox - Demo Content
- Recommend a budget of $1000 per month on META Ads- Client approved
Service #2-Fillers - Demo Content
- Recommend a budget of $1000 per month on META or GOOGLE (still deciding) Ads- Client approved
Service #3- Medical Dermatology - Demo Content
- Recommend a budget of $2500 per month on Google Ads- Client approved
Specials:
Service #1- Botox Ad targeting: 8-10 Miles:
- *$100 OFF 40 Unit Minimum New Client Special*- Client approved
Service #2 -Filler Ad targeting: 8-10 Miles:
- *Must do a bit more research, the client suggested $150 off 1 syringe but this is really too good. Maybe Buy one get a discount on second syringe OR $$ OFF any two syringes...- Client approved
Service #3 -Medical Dermatology Ad targeting: 8-10 Miles:
- *$50 OFF First visit or procedure*- Client approved
Info Gathered:
Website URL:maysdermatology.com
Micro-Site URL:TBD
Domaine Registrar:TBD
Hosting:TBD
Google Adwords ID: 803-137-0654 - new, started smart campaign
Website URL:maysdermatology.com
Micro-Site URL:TBD
Domaine Registrar:TBD
Hosting:TBD
Google Adwords ID: 803-137-0654 - new, started smart campaign
Google Analytics:TBD
Google My Business:TBD
Facebook Page - ID - 108468993159418
FB Ad Manager: 10101274194441304
Main Phone Number: 949-783-7700
Contact 1: Dr. Rana Mays TBD her cell
Contact 2: Maggie, mmmejia.hva@gmail.com
Office Location: 2600 East Coast Hwy, Corona Del Mar, CA 92625
Financing: Care Credit
Following Treatments Free Consults: TBD need another meeting
Awards & Recognitions for Campaign Pages: Double board-certified dermatologist. Physician performed procedures. AND see screenshot below. We can use the ExpertInjector as long as we credit it TM
Google My Business:TBD
Facebook Page - ID - 108468993159418
FB Ad Manager: 10101274194441304
Main Phone Number: 949-783-7700
Contact 1: Dr. Rana Mays TBD her cell
Contact 2: Maggie, mmmejia.hva@gmail.com
Office Location: 2600 East Coast Hwy, Corona Del Mar, CA 92625
Financing: Care Credit
Following Treatments Free Consults: TBD need another meeting
Awards & Recognitions for Campaign Pages: Double board-certified dermatologist. Physician performed procedures. AND see screenshot below. We can use the ExpertInjector as long as we credit it TM
Lead notifications: info@maysderm.com, mmmejia.hva@gmail.com
Website desired Aesthetic: Lifestyle Glam. Likes the colors on current site. Likes that it looks clean.
FB business page id: 108468993159418
Ads account id: 10101274194441304
Medstar Media has been added as a partner
Thank you for letting me know. Any reason this info was not added to the client's spreadsheet? I have done so now.
I will update other places.
BTW, this FB ad account is disabled. (Payment issue)
One more thing: In the future, please remove Chris, Shane, Selena and most of the other people from these onboarding notes. There is no reason for any of them to get notifications for this.
You can leave most of the people I have below.
Thanks.
1. client communication & any immediate client need/crisis
2. tasking out - pushing projects forward on baseceamp
3. team b3 communications like responding to pings or mentions
4. documentation. I know this is integral but I do have to choose or I will burn my day and not get to clients' needs. As long as I have it documented in one place and have notified the most important person that needs the information (in this case, here, you) then I know I can catch up on it later. The client spreadsheet is usually never updated, and I have several older clients with outdated information pending but - hours in the day and priorities prevail.
Dr. Mays knows the FB account needs an updated payment as of Wednesday, she said she would work on this when she gets back from vacation- I don't know when that will be.
I did forget to remove everyone that is automatically tagged