Med Concierge LA - www.medconciergela.com

Digital Marketing Set Up (One-Time Fee) * Digital Marketing Monthly Management

Set up High Level ( if requested or needed) & send this infographic

Assigned to
Isaac Klausnser, Medstar Isaac K. Vania J, Medstar Vania J.
Notes

Comments & Events

whitney.zelig@gmail.com, Medstar
Isaac Klausnser, Medstar Isaac I believe you started a high level for this client

Vania J, Medstar Vania  can we upload with templates?
whitney.zelig@gmail.com, Medstar
Vania J, Medstar Vania lets send a training request

Isaac Klausnser, Medstar Isaac can you confirm what the code will be so we can include it in the first text?

also please send us booking link to acquity ( we might use it for future templates) 
Vania J, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  just the usual templates? 1st outgoing text, 2nd and 3rd attempt text, 1st email template, and post-phone call follow up text?
Vania J, Medstar
also FYI training req sent
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - Sure. I will share those details once I get in the backend of their account on Acuity.
whitney.zelig@gmail.com, Medstar
Vania J, Medstar Vania  yes I believe so- they might want to add multiple steps. They are really pushing them to schedule online 
Vania J, Medstar
Isaac Klausnser, Medstar Isaac do you have the booking link by any chance?

Sydney Metz, Client Success Manager  Sydney can you upload general services templates for these? I will ask them have they want to customize in their training. thanks!

1st outgoing text, 2nd and 3rd attempt text, 1st email template, and post-phone call follow up text
Vania J, Medstar
oh and just an fyi sent this training req on aug 9
Isaac Klausnser, Medstar
Vania J, Medstar Vania - Sorry but not yet.
Vania J, Medstar ok
Vania J, Medstar thx
Vania J, Medstar
Sydney Metz, Client Success Manager  Sydney  are you able to upload general service templates please?
Sydney Metz, Client Success Manager
Vania J, Medstar Vania  Yes, this is done. I noticed the number on their site is not the 
(424) 349-4175 Twilio number. Is that ok? I used it in the templates. 
Ivonne Ackerman, Medstar
Vania J, Medstar Vania we are ready to start IV ads. Can you please make sure there is a sample message in place that mentions the $25 off and the code [iv25] and if they were able to book. 

For example:

Thank you for contacting Med Concierge, LA's leading IV therapy service. Please use the following code: "iv25" for $25 OFF your IV. Did you have any questions on our IV selection? Were you able to book a time that works well for you?

Thank you!
Vania J, Medstar
Ivonne Ackerman, Medstar Ivonne  done. I added it to the first text. Is there a booking link that is supposed to accompany this text or is that on the site?
Ivonne Ackerman, Medstar
Vania J, Medstar Vania  this would be on the site. We don't know what the booking link is since they choose their IV. thank you for asking & confirming!
Vania J, Medstar
Thanks Hector!
Hector Mota, Operations Manager at Medstar You're Welcome! 😊
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  they are trained. Please make LIVE thanks
Isaac Klausnser, Medstar
Vania J, Medstar Vania - DONE
Vania J, Medstar
Isaac Klausnser, Medstar Isaac just making sure the email is going out too? They got a new lead and I didn't see an email going out?
Isaac Klausnser, Medstar
Vania J, Medstar Vania - Sorry I only added the text templates. Added the email as well now.
Vania J, Medstar 👍 Thanks!
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.