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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ad & Website Audit - 3/25/2024 - 03/31/2024 —
==============Google Ads Audit - 4/01/24 =========
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Spitale Laser - MS | search | coolsculpting campaign is $1,348.56 cost per conversion. Only 1 last 14 days. Notified Shane.
R...
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Hector Mota •
Ad & Website Audit - 2/19/2024 - 02/25/2024 —
Google ads - issues
Riverside Medical - Still seeing the MS | search | coolsculpting campaign Cost per conversion very high - $652.09 . However, that is almost half of their last conversion cost per from last week...
Totally Restore your Metabolism - MS | search | semaglutide - Cost per conve...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ad & Website Audit - 12/10/2023 - 12/16/2023 —
Issues I found - Urgent -
Medstar Media Facebook - The account is still restricted. Checked this morning, message still says 48 hours.
Modern Esthetics - Their Google ads account access was removed. Seems to have been added again to our main MCC. Also, someone by the name of Atchel Yares Isu...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ad & Website Audit - 12/03/2023 - 12/09/2023 —
Issues I found - Urgent -
Optimum ABQ - They removed our access to their Facebook account. Shane nor we can access the campaigns. I notified Chris. ** Chris says he has not talked to them.
Clients or Things Worth Mentioning -
**** Seems most Clients running Coolsculpting on Google are exp...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ad & Website Audit - 11/26/2023 - 12/02/2023 —
Issues I found - Urgent -
Optimum ABQ - They have removed our access to their Facebook account. Shane nor we can access the campaigns. I notified Chris. ** Chris says he has not talked to them.
Sante Mind Body - Google ads are off. I mentioned this last week. Payment method issue.
Alora Life...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ad & Website Audit - 11/12/2023 - 11/18/2023 —
Issues I found - Urgent -
Aviva Med Spa - Website is down right now. Both of them. I am trying to figure out what is going on. https://aviva-medical.com, https://aviva-aesthetics.com,. I notified the team.
Boston Direct Health - Payment issue on Google ads - Notified Judi via email, fell throug...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ad & Website Audit - 11/05/2023 - 11/11/2023 —
Issues I found - Urgent -
989-905-5793 - Elite Concierge - Google ads are down due to payment method issue.
TMB Medical - Client ads still paused due to verification. They refuse to respond to emails, texts. Calls. Escalate with Chris.
Rejuve Plastic Surgery - ads down again on Google. Balance ...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ad & Website Audit - 10/29/2023 - 11/04/2023 —
Google ads account verification status
No accounts verified this week.
Issues I found - Urgent -
TMB Medical - Client ads still paused due to verification. They refuse to respond to emails, texts. Calls. Escalate with Chris.
Rejuve Plastic Surgery - ads down again on Google. Balance of $3K pl...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ad & Website Audit - 10/22/2023 - 10/28/2023 —
Google ads account verification status
No accounts verified this week.
Issues I found - Urgent -
TMB Medical - Client ads still paused due to verification. They refuse to respond to emails, texts. Calls. Escalate with Chris.
Rejuve Plastic Surgery - ads down again on Google. Balance of $3K pl...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ad & Website Audit 10/15/2023 - 10/21/2023 —
Google ads account verification status
No accounts verified this week.
Issues I found - Urgent -
TMB Medical - Client ads still paused due to verification. They refuse to respond to emails, texts. Calls. Escalate with Chris.
Rejuve Plastic Surgery - ads down again on Google. Balance of $3K pl...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ad & Website Audit 10/08/2023 - 10/14/2023 —
Google ads account verification status
Landmann, Dan - StyeGuy 828-610-7738 - Google ads account verified!
Issues I found - Urgent -
Rejuve Plastic Surgery ads down again on Google. Balance of $3K plus so it looks like it will be a while before we can fix it.
Clients with Low Conversions/Lea...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ad & Website Audit 10/01/23 - 10/07/2023 —
Google ads account verification status
Mays Dermatology 803-137-0654 - Google ads account verified!
Issues I found - Urgent -
Alora Lifespa - Google ads payment issue. Only $506.11 balance before ads account was turned off. However, I made manual payment, it went through. Ads are paused. Findi...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Audit 9/24/2023 - 9/30/2023 —
Google ads account verification status
Center for CWC | Cosmetic Surgery 210-177-1171 - Google ads account verified!
LuxBae Medical 828-329-5454 - Google Ads account verified!
Issues I found - Urgent -
Rejuve Plastic Surgery - Google ads will be turned off shortly since they have a $1,963.16 b...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ads Audit - (9/17/2023 - 9/23/2023) —
Google ads account verification status
Emerson Medical - Dr. Natalya Chalik 550-334-6766 - Google ads account - Verified! (9/25/23)
Alora LifeSpa 812-864-5054 - Google ads account - Verified! (9/25/23)
Issues I found - Urgent -
Alora LifeSpa - Google ads off - Payment method not going through. N...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈
Ads Audit - (9/10/2023 - 9/16/2023) —
📈 WEEKLY CLIENT AD AND WEBSITE AUDIT ✅
Ads Audit - (9/10/2023 - 9/16/2023)
Google ads account verification status
Spitale Laser 132-405-1534 - Google ads account - Verified! (9/18/23)
Issues I found - Urgent -
Alora LifeSpa - Google ads off - Payment method not going through. Now CC needs to ...
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Hector Mota •
📈 WEEKLY CLIENT AD AND WEBSITE AUDIT ✅
Ads Audit - 9/03/2023 - 9/09/2023 —
Ads Audit - 9/03/2023 - 9/09/2023
Reminder - Bring Up!
LuxBae Facebook account - having all sorts of problems and Meta won't even let me appeal whatever the issue is. I'm not confident this will get resolved quickly. We should move the account indefinitely if we can.
NEW -- On Google ads Suspe...
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Hector Mota •
Report date - 8/27/2023 - 9/02/2023 —
Reminder - Bring Up!
Re: URGENT:New Instagram DM Campaign - Inspire Medical Spa - www.inspiremedicalspas.com - VJ - FB ads restricted due to SemaG.
Clients with Low Conversions/Leads (Google):
Dr. Mark X Lowney - Google 0 / Previous 0 - Still not seeing the Pop up on the LP, nor am I seeing th...
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📈 Weekly Client Ad and Website Audit ✅ by
Hector Mota •
📈 Ads Audit - 8/13/2023 - 8/19/2023 —
Report date - 8/13/2023 - 8/19/2023
Reminder - Bring Up!
For some reason, there are many clients now who are not showing UTMs or CLICs on leadsheet. Neither Isaac nor Shane can pinpoint to the problem.
Updates -
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Attention Needed?
Clients with Low Conversions/Leads (Googl...
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✅ MKT Campaigns LIVE Status by
Hector Mota •
✅ Campaigns - Live —
08/14/23
Reminder -
Rejuve Plastic Surgery Ads - Still down on Google ads due to payment method issue. Doctor has not responded... Facebook is still down as well. I tried to make direct payments on Google, not going through. Let Chris know since this is his client.
Updates -
• Sante Mind Bod...
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🛠 Requires Attention! by
Hector Mota •
🛠 Google ads & Facebook Weekly Website Ad Audit - 6-13-23 —
Prime Care issue - Tasked out to Shane and myself.
Body Morph issues - Tasked out to Shane and myself.
Apex Dermatology - Tasked out to Shane and myself.
7. **Dr. Ashruff** - Urgently review the decline from 125 leads to 58 leads.
- The account also experienced a significant decrease fr...
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Vania J •
Pre-paid Clients Mtg 6.1.23 —
MED ULTIMA- send Ivonne doc's IG
get ahold of husband
TIMELESS-need video clips
DERMA- need definite answer. Chris called rep. no icon ipl. Potenza and _ for both locations. one landing page per service and drop down for location- caguas, humacao, all
LIVING WATERS- Emily should email client w...
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Nicol Razon •
competing Medstar clients in in New Jersey —
Is this a good place to keep this list, and keep CSMS and Shane informed and mindful of this competitive area?
Maya Med Spa
Hackensack Med Spa
NV Medical Aesthetics
Image Revolution Health and Medical
Cosmetic & Reconstructive Eyelid Surgery Practice/Bergen Eyelids (Sty Guy)
Cliffside Skin and...
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Vania J •
Body Sculpture of Little Rock (Chris' meeting) —
Attendees: CZ, Jenna M., Hazel Williams, Dr. Ghaleb (joined late)
- Cosmetic Injectables: botox, no Allergan fillers, more restylane
-they have semaglutide
-Little Rock, Arkansas location
-cynosure client (Potenza RF Microneedling device, sculpsure, and Icon)
-they have never run google ads befo...
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Vania J •
Ads Mtg: 9/6 —
Skin Revolution: FB ads just got a new payment method. Google ads suspended.
Avanta: Hector, please add them directly to the MCC. Shane, says we don't need a smart campaign for dental.
We need access to the FB ad acct.
Bare Bunny: they overlap one of our clients, their competitor. Dr. Bar not...
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Vania J •
Ads Mtg: 8/30 —
Attendees: VJ, HM, SQ, WZ
Brighton 90210: lp was broken, form didn't submit. Will need a mini retraining. WZ asked if we could just launch with EMsculpt Neo for now. SQ says theres no conversion tracking because form wont submit. WZ will tell him tomorrow to launch. She will ask Isaac to look in...
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Vania J •
Ads Mtg: 8/23 —
Attendees: Shane, WZ, SM, VJ
Skin Revolution: option to submit an appeal again. Did we get an ID or statement? HM asked Shane if he filed an appeal. Shane says no. So WZ asked if she needs to reach out to the dr to ask for it. Notes of the last appeal- we've all appealed it. Appeal denied on 8/1...
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Vania J •
Ads Mtg: 8/16 —
Attendees: Shane, WZ, VJ, CZ,
Medstar Accounts Tracking Sheet is the doc we are checking
Moving forward change to $6 a day for smart campaigns.
Advanced Derm: started a smart campaign. 627-922-2856- smart campaign. VJ created task for Shane to check on the campaign.
Brighton: the smart campai...
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Vania J •
Ads Mtg: 8/9 —
Attendees: WZ, VJ, HM,
Bare Medical: Happy. Connect with WZ about App/Forms/LP
Eltra: still good
Inspire: GTM is going for them per HM
Brighton: smart campaign. Shane will check on that.
Comfort Dental: will be going live next Tues. on Shane's list
Radiant Beauty: wait to complete microsit...
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Vania J •
Ads Mtg: 8/2/22 —
Bare Vt: ads, are not close to launching, but we need to be. VJ will help IA send ad copy and creatives. CZ says launch then get approvals.
Aesthetics 360: ads suspended what's the game plan? HM needs to create a task for Shane
HM thinks he already did that
Harbor: circumventing events, dental ...
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Vania J •
Ads Mtg 6.28.22 —
Attendees: HM, WZ, VJ.
Bare Bunny
-"suspicious payment" appealed it
-timeline would be
Dr. Morin
-afraid that the suspended acct that he has could explain the Israeli guys plastic surgery campaign.
-Shane has removed and appealed it
-if we don't get it lifted we will have to just give the clie...
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Vania J •
Ads Mtg 6.21.22 —
Vitalyc:
wants to run ads that are like "guys that like botox also like xyz"
Shane explained why this doesn't work- "conversion-based campaigns on FB"
there used to be an option to check "detailed targeting expansion" which helped this type of campaign be effective but that was a few years ago. ...
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Vania J •
Onboarding: The Beauty Crew —
Attendees: WZ, VJ, Sally Razo
website: thebeautycrewinstitute.com
-BTL contest winner: Emsculpt Neo
-definitely change black background
-combine botox and dysport to botox page
-really bare content <--needs developing
WZ offered a 10k website rebuild if she decides to do monthly marketing with u...
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whitney.zelig@gmail.com •
sending texts to clients vmoney and wz —
Dr. Natalya Chalik (36 Piece Godiva) DONE WZ
Numa (70pc Godiva) done vj
New Beauty Wellness (70pc Godiva)
Forever Young Medspa - Irfran (70pc Godiva) done vj
Truth + Beauty (70pc) done wz
Docere (70pc) done wz
Spa Trouve (70pc) done wz
Body Morph (70pc) done wz
Cliffside Skin & Laser (70pc) do...
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Vania J •
Mtg with Isaac: Web Dev Ops- Black Friday —
-Chris wants to know how we can cover daytime hours during Black Friday.
-We should hire someone that can work in the US timezone and that Isaac can manage.
-Isaac can hire or we can hire and pay him for their work.
-Isaac has a colleague that he will have cover his regular duties while Isaac w...
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Vania J •
Capital Contours- Christine Haas —
Several locations in DC area.
Location with BTL machines will be in Alexandria. "Self pay"
-Emsculpt Neo
-Emtone
They are currently well known in the area for weight loss. SO they will also have a weight loss program package so they come in weekly and will be exposed to neo and emtone.
She want...
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Chris Zelig •
El Jefe Notes —
Placing all details about scheduling staff, etc in the project overview
Having a list of ongoing communication and meetings in one message board.
Sending quarterly gifts / cards
Send Chase from Allergan something
Being Visible on Zoom meetings / also updating your headshots. Need headshots of all...
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Chris Zelig •
Chris Return 8/13 —
• Google Account Verification - how can we make this easier for clients. Send list of clients who still need to be verified.
• COR MEDSPA - why do they want to cancel
• Let's plan a time to go over our video ads and see how we can improve.
• Advanced - they want meeting / what is the status of th...
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Chris Zelig •
SalesFlow Notes —
Ivonne
We need to get the updated list from SEDAT and remove our clients, Skinny, NYC docs, etc. This we will give them. Seed yourself on Linkedin. Also, we need to seed someone else, probably Roni from The Medspa Md.
We need to create a testimonials page on medstar media.
We need to work on t...
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whitney.zelig@gmail.com •
Meeting w/ Web Development Team —
check with chris frequency of co-op reports.
Deadlines to tasks - simple website edits top 48 hours ( monday-friday)
Website buildouts- 2 - 5 weeks
Pop Up's - urgent within 24 hours
Misc- Email blasts, etc 3-5 business days
Need communication if anyone goes out of town
Jonnamae w/ Charmae
W...
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Chris Zelig •
Chris's email —
Vania we will take notes here
-most emails are before noon PST
-Check emails at 10:30am PST
-New Client Request- send Chris a text when he gets one especially from a rep
-tags: review and adjust
-Begin compiling list of FAQs from clients
-Send email summary review in the morning
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Chris Zelig •
Hector and Chris —
Hector
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Chris Zelig •
Shane Ad Meeting —
Location checking script.
The way the project comes over. More of a concept not solid. Has radius, budget, very deliberate process. He will have the campaigns set up and no one will give him a landing page. Need a solid - Guess what landing page is going to be. Less chasing stuff down. Don't ass...
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Chris Zelig •
DigiDerm Meeting —
DigiDerm - Ed's wife Dr. George, Galderma top account. B - botox rep.
Digital library with tools on how to do a virtual event.
Restrict utilization - block IP's
Have some vids - Looking to create
Filming 9/10 of July
How to make this transaction - how will the payment be made.
Buy 10 - entire...
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Vania J •
Ads Meeting: Shane —
Date: 5.11.21
Attendees: Shane, WZ, AW, VJ
Time: 10am pst
How to Reassure Confidence vs whoever else they are partnered with-
google you are limited what the market will bear. Reactionary strategy. How many people are in that market searching for that term. Reason why we can spend more on CS tha...
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Chris Zelig •
Act Meeting —
LaFleur - $1500 reoccurring
Advanced $2831 - Credit for Kybella Targeting
Nava Center - New monthly fee: $1750 a month - $200 for Hydrafacial
Healthy Solutions $500 for QWO content and $200 for page design $700
Truth & Beauty - Website Design 3.25 x $200
• setup iv therapy page
• setup new GF and...
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Vania J •
High-Level Training —
Date: 4.15.21
Time: 10am pst
-using "stale opportunity" recommended, column name
-"when the lead in the pipeline stage lead in is 1 day old it will put them in a campaign that's going to force call and maybe even text and it will say Day 1 follow up with lead (message is to client)"
-"force call...
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Vania J •
Onboarding: Reston Dermatology —
Date: 4.12.21
Attendees: Linda Lofstrom, Heather Pressler, WZ, VJ, AVD
Time: 9am pt
-BTL services
-will have original content but to start putting up demo
-says there is no GTM but there was on there. she said that not "ad sales
GTM" that's regular GTM. I did not know there was a difference.
- ...
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Vania J •
Marketing mtg with Shane —
Attendees: Shane, WZ, VJ, AVD
Date: 3.24.21
Time: 12:30pm
RMA: not doing well with converting
-phone number formatted incorrectly. needs dashes. On a mobile wont call out. <-- SUPER IMPORTANT
-tacking is low on phone number tracking
-website not secure
-need to eliminate notes field on all our ...
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Chris Zelig •
Shiloh —
Team was not responding to leads.
Not responding to texts
Said we needed to setup a meeting.
Gentyte®
Cliovana
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Vania J •
Evolution Mtg —
Date: 2.10.21
Timee: 8am
Attendees: Evolution team: Ryan Anthony, Rachel Sgroia, Kristen (joined late- Representing the spa) / Medstar: CZ, WZ, Vj
Web Development Only
Notes:
-based out of AZ
-REMOVE prp from website
-for design: pick a blue, CZ recommends something closer to coolsculpting blu...
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Vania J •
Ad mtg with Shane —
Date: 1.1.21
Time: 10:30am
Attendees: WZ, Shane, Vj
Regarding FB acct issues
How to transfer Page Ownership if you don't have business manager
https://www.facebook.com/help/1843115515813561
How to transfer Page Ownership if you do have business manager
https://www.ideaswell.com/how-to-change-f...
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whitney.zelig@gmail.com •
AMY Meeting vj/wz —
1. Hector make amy
amy@medstarmedia.com
email
2. Amy Medstar Media
medstarmedia
IlovewhitNYC2020
1. IG account- needs content create canva project
* marketing company *
also funny things about botox, coolsculpting
2. Vania invite amy next time you do:
1.emails
2. Wp Engine Purchase
3. Client...
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Chris Zelig •
Stacy + Jess —
Dr Nigel hired someone who does CoolSculpting.
Complained
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Vania J •
Bridgett Rowley —
November 9th, 2020
11am
Meeting: Whitney, Vania, and Bridgett Rowley
-Will be buying the client a hosting environment.
-Has a domain name already bridgettrowleymedia.com , through godaddy.com.
-Still needs to delegate access to us.
-Setting up a consulting business for pharmaceutical companies....
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Chris Zelig •
CoolSculpting Disclaimer —
Ideal Image
*Valid at participating locations only. Discount based on List Price and in compliance with MAP pricing. 25% off 1-5 cycles; 33% off 6-7 cycles; 37% off 8-15 cycles; 50% off 16+ cycles. Offer cannot be combined with other offers or discounts. Offer expires October 31, 2020. Pricing su...
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Chris Zelig •
How To Submit A CO-OP to CoolSculpting —
To submit a CoolSculpting Co-Op for a client you need
Here is a video: https://drive.google.com/file/d/1aHHr-NJgvIZZLfWQLzyKSBQSP6vNDTSw/view
1. Clients CoolNet login
2. Their ad proofs for CoolSculpting on Google Ads / Facebook (these are the reports J creates
Also if we charged them for webs...
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Chris Zelig •
Invoice Meeting —
The Studio Medspa started ads Sep 29 - paid upfront - Start Billing in Nov
Mi Bella Aesthetics - Ads started Sep 23rd so add prorate to Nov
Sabeit 9-24 to 10-26 $257.50- Adroll
Body Morph $632.14 8-18 to 10-26
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Hector Mota •
List of clients We have DELEGATE Access to —
Team, this is a list of all the clients from whom we have
DELEGATE access in Godaddy for.
Here are their names, websites.
I will update this each time we get access to a new site.
Sarah - The Studio Medspa -
Bridgett - caninescouture.com & thebevhillsbelle.com
Spiros - Classic Dental Arts
Ben...
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Chris Zelig •
Medstar Meeting —
Launch Classic Dental to landing page on WpEngine
Set up meeting with Belle Vie to go over the site design.
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Chris Zelig •
Digital Marketing Notes —
[image.png]
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Chris Zelig •
New Videos —
whitney.zelig@gmail.com - I downloaded some new vids from Adobe Stock. I edited some to fit for FB and Instagram. I also created some clean Botox and Dermal Fillers ads in Canva. Maybe you could animate them but keep them clean and subtle.
[Dermal Filler ADS 1200_3.png][Dermal Filler ADS 1200_2...
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Chris Zelig •
Medstar Media Review Videos —
"20 million generated in CoolSculpting revenue with Medstar's help."
Sarah B. - Skinney Medspa
Video review: https://youtu.be/8qgLs6RCXXE
"Wonderful to work with...You won't be disappointed"
Gina J. - Ritacca Cosmetic Surgery
Video review: https://youtu.be/tTfdxthRoQQ
"Available 24/7... they e...
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Chris Zelig •
Shane Ad Meeting —
Medstar Media
Make our CS, Invisalign Landing pages Better
New Invisalign Video Ads-
Testimonials ads -
Facebook - targeting to improve CoolSculpting
Shane - exclude the common tools
Instagram / Facebook -
Shane - email list to use create custom
Geo-Fencing Tools with the address list. Ground tr...
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Chris Zelig •
Sarah Woods Meeting —
Google Analytics -
HotJar.com
Eight people on the call
Some have more rural areas.
Utah, Nevada, Arizona
The story of marketing
Website reviews
Why buy into marketing.
10X the marketing spend.
Why not to work with a cool partner.
Newbies - work with a variety of practices.
Patients are com...
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Chris Zelig •
Medstar Meeting 6-22 —
Nuvo - we need to figure out how to do the home page. whitney.zelig@gmail.com will set up a call with the doc to go over the home page. https://www.studio3marketing.com/clients/
https://www.spaldingplasticsurgery.com/
-------------
LaFleur - HighLevel
https://drive.google.com/file/d/14GWi4q0...
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Chris Zelig •
Bev Hills Belle —
Overarching Brand 109k - Influencer blog situation Dogs, Photography, Travel
Slidder: going to do a photoshoot with some pops
Add Instagram https://www.instagram.com/thebevhillsbelle/ feed to home page try to display
Need to come up with a few photos of models wearing a T-shirt and add the...
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Chris Zelig •
Medstar Meeting —
All Smiles Press release
Body Morph - Gastro MD - Needs Gastro Campaign + Payment method
Chalik - needs form on Diet Page
La Fluer - build out IV Threapy Ad Campaign. - Collect money.
KP Aesthetics - Chris call to collect money.
NU Ways MD - HydraFacial Ad Copy - Start Google Ad Campaign - Ch...
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Chris Zelig •
Medstar meeting with Hector —
Westchester Gastro - what page
Hector - keep an eye payment - conversions
Advanced Rejuvenation - Are IV Thearpy Ads? - ads were off.
Hector - LaFluer - Update urls on campaigns, update popups,
Hector - Keep an eye following
Project with CI MEDSPA
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whitney.zelig@gmail.com •
CANVA ORGANIZATION —
Hi Team,
I am trying to get more organized.
Please when you get done creating a design move to the proper folder: Service Pages, Email Blasts, Shopping Cart, Optinmonster Graphics, Social Media posts, Facebook ads, etc. example pictured below:[Folders_Canva.png]
If you upload a picture pleas...
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Chris Zelig •
How to Follow Up Potential Clients and Allergan Reps —
Vids
First part of video
Second part of video
Allergan Reps
Search @allergan.com in chris@medstarmedia.com inbox
1. Look for introduction to providers via email
2. Look for introductions via text
3. Look for reps who have replied and send out follow ups. We should be in contact at least once ...
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👋 Question by
Hector Mota •
👋 Closed Clients? —
Hey Chris, whitney.zelig@gmail.com
I need a list of clients that we have that are closed right now.
I want to disable their Callrail accounts so we don't get charged for them while not using the services.
So far I have
Docere - Disabled
Truth & beauty - Disabled
Chalik - Disabled
LSINJ - Disab...
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Chris Zelig •
Shopping Carts —
whitney.zelig@gmail.com
Cliffside - shopping cart should be nearly ready. Need to build out email.
Body Morp - not sure where we are? I believe I mentioned it to her, we should set it up.
NumaSpa - this should be done we may need to help them with an email.
Body Reflections - Kristy Watson
Lo...
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Chris Zelig •
David Winter —
Unemployment Insurance - temporary number?
https://jobs.utah.gov/sso/login.aspx?application=CATS&ReturnUrl=https://jobs.utah.gov/ui/employer//EmployerHome.aspx?associate=1
Username: UtahMedstar
Password: mnGKWvm@d7t9
Here is the info for ADP
https://runpayroll.adp.com/@836d254c-789b-41b8-8...
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Chris Zelig •
BSM Consulting Meeting —
Loan for business.
Lack of Empathy = lack of credibility.
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Chris Zelig •
HighLevel FB Group —
How are you going to make money over the next 30 - 45 days.
Deposit for Virtual Consultations. Take money now and book consult later.
Serve clients now.
[image.png]
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Chris Zelig •
FEB Monthly Reports —
Jonnamae - please add client emails to drafts so to make it easier.
Hector - I am going to have you send the ones that look great out. Please send me an intro message.
Jonnamae - I am waiting on Shane to send me the Google Ads reports for Body Morph, Cliffside and Aura, if he doesn't send them by...
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whitney.zelig@gmail.com •
Chris & Whitney Meeting —
lisa secret shop aob and make a consultation - see how they remind you of consultation
isaac what can we do moving forward for less issues with security ceritfication ( so there isn't a "warning" always beautiful
Isaac do we have to create a unique gravity form, unique confirmation page.
Like ...
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❤️ Stuff We Need! by
Melissa Zelig •
❤️ QUALITY CHECKLISTS W.W.H.D. —
Yo all,
When some smart doctor introduced a surgery checklist, it resulted in 36% fewer major complications and 47% fewer deaths. Seeing were kind of like medical professionals, and our work is just as important, I thought checklists would help us decrease errors (I'm looking at you whitney with...
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Chris Zelig •
How can we make our deck better —
Here is a link to our Coolsculpting Deck. It shows Skinney as a Case Study and has actionalble tips providers can take to sell more Cooslculpting. The purpose of this is to have something we can send to Allergan reps as well as providers.
Please make any suggestions to how we should word things...
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Chris Zelig •
HighLevel Meeting —
Calendar -
Booking Request -
Qualifying Call - for Voicemail drops. - Book a demo - many do not listen to voicemail.
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❤️ Stuff We Need! by
Hector Mota •
❤️ Bookmark that thing!!! —
Hey team!
Have you ever come across a post, tasks or link here that you thought was very important? Perhaps you tried looking for it and could not find it since it was from so long ago.
Well there's a great way to make sure you keep tabs (no pun intended) on all the great and important things yo...
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🛠 Requires Attention! by
Hector Mota •
🛠 Testing Lead forms! —
Hello team.
Someone filled out a form to test it for this client = Forever Young Wis - Dr. Sabeti
1st, if you are going to submit a test form, please PLEASE follow procedure and write your name so we know who it is.
2nd, Please add the name of the site under full name = Example "testing-forev...
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Chris Zelig •
High Level Meeting with Christine —
Sculptology:
Phone call once a lead comes in - Highlevel can call the office then connect to lead we need a phone a direct phone line without an answer system. Then if no answer you can start the automated campaign series.
Dr. Chrono is not syncing - apt did not update availability - wanted log...
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Chris Zelig •
Marc Rodman - Invisalign —
They run business similar, they do not have co-op. Any data on what is. Going to give a call to Alice chain. will be platinum. She is working with a company called Atlas. Has been working three weeks to a month. Gave her my cell phone.
mrodman@aligntech.com going to introduce to his team has th...
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Chris Zelig •
Shane Ad Meeting —
Concept - on services like CoolSculpt - people know what it does. Why the best location.
Skinney male images -
Lead Form Ads
Schedule an Emsculpt Free Trial + 25% OFF
No Text - Nice Body
Name, Email, Phone
Link to the privacy policy
Hook Up Zapier
Learning Phase on FB
Since last signific...
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Chris Zelig •
Sending a text via HighLevel —
Here is a video. Just to get used to it. Do not do it until I walk you through it.
https://drive.google.com/file/d/1u-oAOPyYNM2JB1aBRdWRBF9eVVyMYsdA/view
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Chris Zelig •
Make a Cool Email Signature —
I used this to make an email signature for my gmail. If you have a decent headshot make one. You can also link to your calendly if you are client facing. Any ideas on what else I could add.
CJ - I think this image will work better for you as your picture will be bigger
https://www.hubspot.c...
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whitney.zelig@gmail.com •
Audit Process for Websites —
Hi team,
Let me know how the audit process is coming along Gerlie and Charmae and Kristabel
For now on- we need to make sure all the new websites, new pages, and new blog posts go through this audit process. We want to reduce the amount of mistakes, broken links, etc. as soon as posssible. Than...
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✨ FYI by
Hector Mota •
✨ Changes in Testing Forms —
Hi Team,
When we test POP UPs or side forms for clients, we need to add the client's name to them.
I am noticing test leads coming in and they are difficult to know where, whom they are from or what services they are for.
This is especially important to our new team members Charmae, Gerlie who...
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Hector Mota •
Clients not yet Secret Shopped! —
Hey team,
I have put my new list together so it is easier for me to see which clients have NOT been secret shopped as of yet. I know most are new clients, but still needed to add them to list.
Chris and whitney.zelig@gmail.com please let me know which ones you want to prioritize first.
They a...
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Chris Zelig •
Shane Ad Meeting —
Adroll -
Cliffside $2500, Google $500 FB $1500 AdRoll $500
Aura Derm $2000 Google $500 FB $1250 AdRoll $250
Body Morph Google $500 FB $1500 AdRoll $500
whitney.zelig@gmail.com - Please set up Adroll Graphics with logo
Forever Young Medspa Conversion Issue
Spa Trove - Test out old vids on Fac...
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Chris Zelig •
Weekly Meeting —
Spa Trouve - Make them nice Facebook graphics
New client CRMC Laser.
Advanced Rejuvenation - Jet Peel Page as Blog Article.
Dr. Lee - launch liquid facelift.
Melissa to focus on Invisalign page.
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Hector Mota •
Emails from Team —
Hey whitney.zelig@gmail.com or Kristabel
I need the emails of the following team members:
Kellie Z, LIsa Harp and Gerlie Hazel Isubal.
I want to add them to the list of people to share the spreadsheets with.
So Lisa, Kellie and Gerlie
can you please post your emails here for me so I can gran...
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whitney.zelig@gmail.com •
Need to make sure pages are indexed on live sites —
Hi team,
We recently discovered one of our recent sites CoolAesthetics.com's pages were non-indexed.
In the future- let's index all pages that go live- unless we specifically tell you not too.
Of course, confirmation pages are "non-indexed"
Thank you so much for all your hard work! And welcome...
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Melissa Zelig •
SEO —
Jonnamae Kristabel Isaac
Hey Super J,
Will you please let me know if any blog or PAGE receives anything less than green on SEO
yoast.
We need to avoid keyword stuffing: therefore all forms should have an image that says "Schedule a free [service] consultation."
We need to ensure all images h...
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whitney.zelig@gmail.com •
MEDSTAR IG ACCOUNT —
support@medstarmedia.com
Letmein13!
We should get a custom template for this . Whoever I hire next will be responsible for this page
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Melissa Zelig •
TIME TRACKING SOFTWARE —
Hector
Hey hector. I signed up for an account with Hubstaff and invited you to start clocking your hours. Will you try it out for us? Thanks.
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Chris Zelig •
Marketing WIZ —
Comments
We are very excited to join your practice as your new marketing team! We wanted to send over some details on what you can expect in terms of working with Medical Marketing Whiz. The marketing launch program provided by Medical Marketing Whiz, LLC provides your office with a comprehensiv...
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Chris Zelig •
BTL Preferred Vendor —
Signed contract from the customer.
Send customer a copy of the
Send invoice to Susan and Sharon Derba (derbas@btlnet.com), and include
Subject Line Aura Dermatology.
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Melissa Zelig •
business credit card —
Chris Melissa
Chris, weed researched the best credit cards for business and found one. I am going to get the business a credit card using the business' EIN number. Cool?
Weed can you attach a link to the credit card you thought was best?
Also Chris, let weed know if you rather collect skymile...
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whitney.zelig@gmail.com •
Support Email & Password/ content —
Here you go "Sister Weed" Melissa add to your last pass
gmail login: support@medstarmedia.com
pass: Cool2019#$
Thank you for helping Melissa out with this- when content is completed and posted ( and if it's a service page- please double check it's on the menu)
Then you can email the client....
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Melissa Zelig •
CONTENT LINKS —
Isaac Jonnamae whitney.zelig@gmail.com Melissa Hector
Hey everyone,
We are going to start sending links of finished content (whether service pages or blog posts, or whatever) to our clients once they are published.
I have shared a google sheet with all of you called Work Records (CONTENT.) T...
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Chris Zelig •
BTL Meeting with Susan —
I spoke to Salt and Sweat and Park Slope. How Salt and Sweat was already taken care of internally and how Park Slope did not want to invest.
Susan Carney
45 Brookside Terrace
North Caldwell, NJ 07006
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Chris Zelig •
Christine HighLevel —
$500 Build Out
Ongoing support - ticketing system. The question mark in the bottom corner. The team works tickets.
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Hector Mota •
Consider changing graphics —
Chris, I am noticing that we keep using the same graphics for similar Google ads or other campaigns.
Below are just 3 samples.
https://islandlaser.com/emsculpt/
https://www.cimedspa.com/emsculpt-chicago/
https://www.juliaedelmanmd.com/emsculpt/
All 3 clients are running Google ads on Emsculpt ...
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Chris Zelig •
Mike Williams Meeting - Efficiency —
Airtable, Integra Mat (lower cost zapier) - highscale, now writes custom code.
Consulting aspect: higher level.
Efficiency coaching.
Was in the event ticket space. Online ticket sales.
Had an outsourced support team for his business.
Open to a consultation. $80 an hour.
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Chris Zelig •
Video Tutorials —
1. Domain Registrar
Please provide us access to wherever your domain name was purchased. Godaddy is an example of a domain registrar. Click here to find out your registrar>
2. Hosting Account
3. Website access
4. Google Ads Id Number
5. Google Tag Manager
6. Google Analytics
7. Google Webm...
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Hector Mota •
Medstar Meeting - 11/18/19 —
Notes from meeting with team.
• Play around with Typeform. Have Melissa learn to use Typeform.com site tools. She should do one of for Emsculpt and another for another service such as Botox, Laser Hair Removal or Coolsculpting.
• We need to make sure Parakh Plastic Surgery and AOB MEdspa do not ...
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Hector Mota •
Is Vio Medspa Inctive? —
I noticed that this client's folder has been archived and we discussed that they were going to be inactive.
But I am still seeing them on the ACTIVE list.
whitney.zelig@gmail.com can you please tell me if this is for final billing purposes?
I would like to move them from all ACTIVE cs sheets to...
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Chris Zelig •
Meeting with Seale —
https://drive.google.com/file/d/1gvMzz5fraUsLhtKak0Sf2jwsvEPLqTgE/view
https://high-level-course.thinkific.com/courses/high-level-training-course
Need Slack
High Level - You can integrate with Google Calendar. - Moves to apt set automatically.
---
How to get people to sign. Wordpress site. Stri...
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Chris Zelig •
Medstar Meeting —
Hector - Reports saved him
Email - going out.
Whitney - Emails going out.
Landing Page - to get started.
Customer Success Manager - Need Outline.
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Hector Mota •
Neem Medical? —
Chris.
I noticed this morning Neem Medical Spa's client folder was archived by you. Is this by mistake or on purpose? I still see them as an active client on our list?
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Hector Mota •
Reminders for Chris —
Chris,
Here are a list of reminders for you for this week -
1. Talk to Amari clinic about Weight loss campaign
2.
3. See if we can get Four Seasons OBGYN set up on HighLevel during slow season.
4.
5. Elite Aesthetics website - Number is not changing on https://www.eliteaestheticsmd.com/coolscul...
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Chris Zelig •
Removing Facebook ad Accounts —
Video of us removing Facebook ad accounts
https://drive.google.com/file/d/1P0q35AxhOajQljKb6Y-GMVu5hDy4eD1W/view
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Christina •
Taking over accounts —
Hi all,
Whitney has handed over a few account to me. I'll be diving into them today/tomorrow to see where we are. Reach out to me with any questions/updates on:
AOB
Blue Orchid
Bellagia
Core Sculpt Englewood
Dr Chow
Grace + Beauty
Shore
Bello Corpo
Here we go! Thanks everyone :)
Chris, do yo...
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Hector Mota •
List of all Subdomains —
Chris and Isaac
I need a list of all the sub domains we are running for clients i.e.
https://go.bellocorpomedspa.com
http://go.blueorchidasburypark.com
and so on.
We have the UptimeRobot software that lets monitor the websites.
I just found one = https://med.neemmedicalspa.com/ that is down.
I...
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Christina •
I'm new, help me help you :) —
Hector Isaac Melissa Jonnamae Kristabel whitney.zelig@gmail.com Chris Kellie
Hi everyone! I have been shadowing Whitney and Chris for about a week, creating tutorials for the Client Success Manager role. I think I've got my head wrapped around the steps and am ready to set out with my own new c...
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Chris Zelig •
Slow Season Email —
This is an email we are going to send out to certain clients to alert to the seasonality of Coolsculpting and provide them with options of what they can do. Create a section listing SEO services that I can easily erase on clients that already have the service.
Here is a link that shows Google T...
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Chris Zelig •
Medstar Media —
Calendly: Company scheduling tool - whitney.zelig@gmail.com setup under support@medstarmedia.com
Training Platform: https://trainual.com/product/ - someone check this out.
Weed will shadow Hector on calls.
Finish Onboarding Template
Easy way to sign documents - Melissa
We need to webinar...
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Chris Zelig •
HighLevel meeting with Christine —
Had a meeting with Christine about high-level. In the meeting we discussed how to build out a text campaign import leads tag them and use the sytem. It was awesome.
https://drive.google.com/file/d/10GPqll5qnfwWm3xfQ78doa4kOplH4b6D/view
whitney.zelig@gmail.com Hector
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Hector Mota •
Properly Set Up New Clients & URL —
Team, I made a quick video to show you guys the best way to set up a new account and add the client's URL without putting it on the Title description.
This will make it a lot easier to know which is their right URL when trying to contact them or check on their status.
[How to add URL to BC3 Cli...
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Chris Zelig •
Hubspot meeting —
Tasks for internal organization tactics - ticket opening unresolved an issue. Something that needs to be done.
Convos - internally
Tickets - opening up issues.
Knowledgebase - a compilation of searchable articles everything you need
Customer Feedback - Surveys live.
It is designed to service ...
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Chris Zelig •
WpEngine Cpanel + Hosting —
Here is a link to the video on how to set up hosting for a client.
https://drive.google.com/file/d/1zyttljg0nAseAcHliony9NUSKrYtco71/view
Hector - can you add this to the instruction sheet.
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Hector Mota •
Our Client's Websites Up time report —
Team, our new tool to monitor the up and down time of each or our client's websites is awesome. I am elated to report that none of the sites belonging to our clients have had any significant issues. As you can see by the Screenshot I've attached, they are at 100%!
This is all a team effort so I...
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Chris Zelig •
Shane ad meeting —
Sound Shape - paused due to client inactivity.
Emailed Nick about Bloom Health
Taking shane two days to report.
Skinney drop in conversions
Imagine body add phone number.
Elite Call Rail
Delmar Medspa - TheMedspa MD.
Keep an eye on Sculptology
Sculptology - CoolSculpting is all we do - remove ...
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Hector Mota •
How to get Last 30 Days Total Ad Spent on Google Ads Campaign —
Kristabel
I made a quick video for you on how to get the Last 30 Days Total Ad Spent information from Google Ads campaign.
This applies to most of the other information you may need so you can use it accordingly.
I have not been able to find out how to get the Last 30 Days CPA.
Chris, perhaps...
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Chris Zelig •
Shane Ad Meeting - 9-25-2019 —
Google Ad Studio - complicated to set up nothing out of the box
Cyfe: https://www.cyfe.com (has same link)
Metrics
With your budget X your getting X impression - X
Clicks, CPC, Leads, Cost Per Lead.
Hector Sign Up For Solo Account for Cyfe, All of Kristabels
We need to find Cool Tool to help ...
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✨ FYI by
Hector Mota •
✨ Change Cristina's Icon —
Kristabel & whitney.zelig@gmail.com
I am noticing that the newest member of our team Christina has the same color ICON as Chris. Since she also has the same first name, it can be confusing to us when tagging Chris or her. Can you guys please have her change the Icon color, logo or if not then se...
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Melissa Zelig •
email to clients about slow season —
Shared the doc I am working on with everyone.
https://docs.google.com/document/d/1fgzO4VphSEcJLOSXyHWomJnjcuvvhKXYf8YJmGaKeC8/edit?usp=sharing
Would appreciate any suggestions of further content to add.
I found a lot of great data about search trends, google ads, etc. that I think could make a...
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Chris Zelig •
Medstar Instruction Guide —
Team e are trying to put together an instruction manual on all the tasks we need to perform for clients. Jonnamae - can you please send a link to any training docs or instruction docs. I would like to put together a google sheet and list the task in one column, the directions in another and the v...
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Hector Mota •
Google tags & other Errors —
We have a Google analytics error, Multiple installations of Global site tag (gtag.js) and
Multiple Google Analytics tags detected on https://www.sculptology.com.
Plus, the number is not changing on the site for Callrail - not sure if this is by design.
Calls being fwd on CR to a number that's d...
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🛠 Requires Attention! by
Hector Mota •
🛠 Website Audit Report - 8/25/19-8/31/19 —
Chris
I am going to post my major findings from the Weekly website audit report here so you, Shane and Whitney can take a look at it and review it. (BTW, only can include Shane on those who can be notified) I am including the Word file in case you want to email it to him for his review.
This is...
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🛠 Requires Attention! by
Hector Mota •
🛠 Sound-Shapes Project Folder —
Hey Whitney,
I do not see the Projects Folder for Sound Shapes.
I wanted to create several TO DO's such as the SShop leads test and including the Call Rail Audit you suggested.
Let me know when it is up so I can post the results of the CR audit and SShop leads test.
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💡 Pitch by
Hector Mota •
💡 MedstarMedia.com - Missing Blog Page, others —
whitney.zelig@gmail.com , Melissa
I was looking over the Medstarmedia.com website and we have to do a much better job when it comes to how it looks.
First, we are missing a service page detailing what we provide to clients.
Second, the blog is non-existent. This is even more crucial.
Melissa, ...
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Hector Mota •
Call Rail Audits - Clients Not Yet Done —
Hey whitney.zelig@gmail.com
Here is a list of clients which I have not done any Call Rail audits on as of yet.
Some of them have just been added to the list since we got their CR login this month.
Others have no leads coming in or are very light.
All Smiles Dental (CR recording just started)...
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🛠 Requires Attention! by
Hector Mota •
🛠 Clients Call Rail Tracking #'s Status —
Chris,
After I found one number for Island Laser not working on CallRail tracking, I went ahead and performed an audit of all tracking numbers for all clients.
I found several issues which I thought you may need brought to your attention. Problem clients are in BOLD.
** Please see Seamist Medsp...
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🛠 Requires Attention! by
Hector Mota •
🛠 All Smiles Dental —
Chris, I already went ahead and created the CallRail account for All Smiles Dental. But the tracking won't be activated until we add the JavaScript Snippet to the site. Here it is
<script type="text/javascript" src="//cdn.callrail.com/companies/293812463/fd4a2d33b9711390df73/12/swap.js"></scrip...
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Chris Zelig •
Quick Updates 7-10-2019 —
WZ - sent out onboarding email to Truth and Beauty and ask her which content pages are the priority aside from EmSculpt - ideally the best pages to focus on are ones we will be running campaigns
WZ - Island Medical Ad Copy to Shane - high priority - delete tattoo for now
WZ - send to melissa to ...
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| Archived messages |
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Hector Mota •
Photos & Names Used —
Chris, moving forward we should begin changing the images we are using in the sub-domains we are creating for our clients.
Moreover, the names of them have to be changed as well. I am noticing all the sites have the same images, with the same names =
coolsculpting_6-before-and-after-
coolsculpt...
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👋 Question by
Hector Mota •
👋 Dr. Edelman folder —
whitney.zelig@gmail.com
I wanted to upload the latest INTERNAL callrail audit I did on Dr. Edelman on 7/16. I sent it to you and Chris a few days ago. But I see she doesn't have a folder in the PROJECTS section. Can you create one or where would you like me to post it? I halfway created one but ...
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