✔ Set up High Level ( if requested or needed) & send this infographic
Completed by Vania J.
- Assigned to
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Isaac K.
- Notes
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MD Body & MedSpa - www.mdbodyandmedspa.com
This is for a client who already has a website we can use that we just need to optimize.
Completed by Vania J.
As per the email conversation with Chris and me.
Please set up a new highlevel account as these two new spas are completely separate they just happen to be the same owner and yes hook up all of the forms.
Thanks
Login URL: https://app.medstarmedia.com
Username: info@mdbodyandmedspa.com
Password: YoureCool2021#$
I was about to send Trenton the login information but I see you have already done so.
I will update spreadsheets then.
Thanks for taking care of this.
Also can you set up an email notification for the "Weekly Attempt" and "30-Day Follow-Up"? When the lead gets moved in an email notification reminder gets sent to follow up with lead at 7 days and 30 days respectively. Same as the others, please and thanks.
DONE
For the weekly attempt and 30-day follow-up. Do you mean to add these two new stages in the core pipeline and then if any leads get moved to these stages client will receive a notification email after 7days and 30 days respectively?
If yes. what will be the subject and body text of the email?
In the body of the email can the lead name be auto-generated? So kind of like...
Subject: Weekly follow up
Body:
{{contact.first_name}}{{contact.last_name}}
{{contact.phone_number}}
Subject: 30-day follow-up
Body:
{{contact.first_name}}{{contact.last_name}}
{{contact.phone_number}}
He also wants this setup for his other high level account, Hollywood Body.
If you record it Isaac I can also start doing this part myself after I create the columns in the Core Pipeline. I don't mind and it'll be less basecamp-ing lol
I would have made the video but it can't be done from Highlevel portal alone. We need to use Zapier webhook for this and manually pass the data there for the first time while doing connection.
also lead sheet if we don't have one already