Operations
- ✔ all@medstarmedia.com Email Account & Password Changes
- ✔ Update Allergan Emails and Info
- ✔ TMB Medical - Boost Meta traffic
- ✔ New Finance Tab for White Label Accounts
- ✔ CSM - Monthly Tasks + SEO / Program Upsells
- ✔ New Client Onboarding Experience
- ✔ CoolSculpting Video Ad
- ✔ Emsculpt Video Ad
- ✔ Testimonial Sheet to send to clients
- ✔ Uniform List of Services
- ✔ Downgrade Zoom accounts
- ✔ Improving Ads Checklist - Assign Ads
- ✔ Organize CSM Training Materials
- ✔ List of Important Spreadsheets
- ✔ SEO + Blog Protocol
- ✔ Look for issues 2X a week
- ✔ Find a bookkeeper
- ✔ Summer Gifts
- ✔ Medstar Media Highlevel Account
- ✔ GoHighlevel Medstar Test
- ✔ Google Locations
- ✔ Audit Zaps for clients
- ✔ Update Roles List
- ✔ EmSculpt Welcome Emails
- ✔ add to all of client's shopping cart item descriptions
- ✔ Mobile Optimization plan
- ✔ TAKE DOWN BLACK FRIDAY SALES nov 30th
- ✔ Medstar Media Clients
- ✔ HighLevel Admin
- ✔ Collect Disclaimers as templates to use
- ✔ List of Client Websites - Audit
- ✔ edit and Check for errors on Emface Pages
- ✔ Verify new pop ups confirmation pages
- ✔ Cross Reference Payments
- ✔ SEO Standard Operating Procedure
- ✔ Contact Form Injection
- ✔ Update the way we report social media ads on Co-OP
- ✔ Find Blog Content for Medstar Media 1x a week, post on IG & FB & website
- ✔ Add to SEO GMB list/weekly reports
- ✔ https://medstarmedia.com/es - Emsculpt Page
- ✔ List of sites we've moved
- ✔ Website Google Compliance - Non-Circumvent
- ✔ Buy Fat Joe Links Quarterly
- ✔ Update GHL Contact Tab
- ✔ Call Tracking - Callrail vs What Converts Vs Highlevel Options
- ✔ Linkedin List of BTL reps
- ✔ Purchase domains
- ✔ Using HighLevel as a Secret Shop Platform
- ✔ ADA Plugin
- ✔ Client List for Allergan
- ✔ Close down CallRail
- ✔ Create an Lexicon for Operations
- ✔ Use medstar media secret shop
- ✔ Gift Guide 2021
- ✔ EMAIL FROM SUPPORT ABOUT POUPUPS
- ✔ Write Content for our GUIDE
- ✔ Verify Invoice Payments
- ✔ August Marketing Report
- ✔ Use Fat Joe
- ✔ Create "lead protocol" one-pager (graphic w/ text) for new client front desk protocol
- ✔ Update Client Addresses
- ✔ Call Template
- ✔ Press Release on Medstar Media ASAP
- ✔ Most Attractive Doctors
- ✔ EmSculpt, Emsculpt NEO list - update existing clients
- ✔ How to make Social Media Ads Page
- ✔ Agency Analytics
- ✔ Study about Yoast, SEO optimization on Elementor, what kind of elements we could use to rank higher ( images, blurbs, etc.)
- ✔ Exclusions list for Sales Navigator
- ✔ Checking Location Settings.
- ✔ Calendly Icon and Phone Button
- ✔ ELITE POPUP UPDATE
- ✔ Highlevel Sales Pipeline
- ✔ Update Services in Quickbooks
- ✔ Mini Audit notes for landing pages
- ✔ Text For Conversion
- ✔ budget forms- confirm budget amount changes/sign
- ✔ Update EmSculpt Graphics across all sites
- ✔ Meta Descriptions Urgent Issue
- ✔ Redo New Client CheckList
- ✔ 20% OFF - PROMO For Our Clients
- ✔ find white board video creator for upwork
- ✔ Update Hubspot with Activity Status
- ✔ Medstar Media To HighLevel - adjustments.
- ✔ BrightLocal For SEO
- ✔ Update Hubspot Clients with the services we provide
- ✔ Allergan Draft Email
- ✔ Update Highlevel Contact List
- ✔ Nice Email Signature template for Gmail
- ✔ Delete extra micro sites
- ✔ All contact forms to be 3 fields only
- ✔ Special Linkedin Campaign Page
- ✔ CS Email for Ilijiran
- ✔ Special Lasik Page
- ✔ Lasik outbound Email For Ilijiran
- ✔ Update Payment Profiles
- ✔ Please audit hi@medstarmedia.com lead notifications
- ✔ Update Lead Sheet - leads and allergan reps
- ✔ Medstar Media - Linkedin Optimize
- ✔ Create a secret shop schedule and spreadsheet for new and old clients
- ✔ Medstar Media - Privacy Policy
- ✔ Create MedStar Gmail for Alyssa
- ✔ learn how to dissect weekly ad report
- ✔ Update $1000 off OPTIN MONSTER POPUP for CS
- ✔ Describe Your Challenges
- ✔ Google Ads Certified
- ✔ MailwIZZ
- ✔ Monthly Invoice Tasks
- ✔ AntiSocial Project for Bridgett
- ✔ Hire a BAD ASS graphic designer
- ✔ Check out other marketing company's social media packages
- ✔ Text For Conversion
- ✔ BLACK FRIDAY WEBINAR
- ✔ bogo graphics 599 x 599
- ✔ find a service to do hand written envelopes ( or print that looks hand written )
- ✔ New Content Fulfillment Plan
- ✔ Canned Responses for Marketing Clients
- ✔ Secret SHOP
- ✔ add amy to basecamp and all projects
- ✔ Medstar Popup too big
- ✔ Check out Freezology ads
- ✔ Please prepare May Marketing Reports
- ✔ Check off finished tasks on basecamp
- ✔ Client June Reports Reports
- ✔ graphic orders 05/06/20
- ✔ Invisalign Landing Page
- ✔ eCom Template Build Out
- ✔ Emsculpt Auto Email Design
- ✔ Give me list of client's shopping carts that are complete
- ✔ Images on Gravity Forms moving forward
- ✔ April Reports
- ✔ Allergan Reps COVID Email
- ✔ Covid Reopening - Email
- ✔ Client Email Template For Shopping Cart Sales
- ✔ NC Accounts
- ✔ make 3 auto responder for Medstar Media
- ✔ Medstar Youtube Account + Review Vids
- ✔ Create google forms for Onboarding
- ✔ Social Media + Graphic Deck
- ✔ CJ About Us Bio and Graphics
- ✔ Invisalign Provider List
- ✔ Fix wording on typeform
- ✔ Prepare reports on Ad Spend for 3 months
- ✔ Client CoolSculpting - EmSculpt Co-OP + Receipts
- ✔ Hiring a new assistant in NYC
- ✔ TextBrooker to Find Writers - Hire
- ✔ Typeform CoolSculpting and CoolTone Questionaire
- ✔ Prowly Link Build Questions so We can get Link
- ✔ Set up Goals + Reports under Support@medstarmedia.com - analytics
- ✔ Add CoolTone Page to Mysculpt.net
- ✔ CoolSculpting Marketing Page for Medstar
- ✔ Website Session Recording Tool
- ✔ call chase
- ✔ January Google Ads + Facebook Reports
- ✔ Set up Yahoo Email
- ✔ GA, GMB & Other Google Properties info
- ✔ Set up GSuite
- ✔ put privacy policy on all the websites we have access to
- ✔ Please add unpaid invoices to support@medstarmedia.com
- ✔ add Medstar Logo to your support email (better dimension)
- ✔ check if lead sheets are shared with doctors/staff members- email notifying with link- and to not touch the grey fields only green
- ✔ Please turn off email notifications in Hubspot
- ✔ HighLevel moved to app.medstarmedia.com
- ✔ Newswire - Contact find out if we have credit
- ✔ Update CA Letter List
- ✔ Restart Client Campaigns
- ✔ Website Audit Fixes - add missing "schedule complementary consultation graphic" to sites
- ✔ Cool Graphic for Email Signature
- ✔ Get familiar with Hubspot
- ✔ Hire content writers. Look for medspa writing experience, or worked for PPop.
- ✔ Come up with spreadsheet on how often to "touch" existing clients
- ✔ Make List of all client websites
- ✔ Create an Emsculpt.mysculpt.net domain
- ✔ GA, GMB, Google Search Console etc
- ✔ Complete Task List
- ✔ the graphic for coolsculpting 1.mysculpt.net is misspelled. Change the template please
- ✔ Help With Twilio
- ✔ EmSculpt Email Text
- ✔ make Lisa a medstar media email, link it to her lharpmedstarmedia@gmail.com email
- ✔ Whitney's LinkedIn- create
- ✔ Facebook Lead Form
- ✔ Remove Google Ads Accounts
- ✔ q4 for Co-Op for Avalon
- ✔ make IG for medstar media
- ✔ add Zell to td bank
- ✔ New Constant Contact Account for Clients
- ✔ Callrail Account for Medstar
- ✔ Optimize Medstar Website
- ✔ NOV Monthly Marketing Reports
- ✔ Setting up To Do's in basecamp with Zapier
- ✔ Hubspot Custom Fields like client login sheet
- ✔ make vania and julian medstar emails
- ✔ Set up Reoccuring invoices
- ✔ Medstar Media IG setup
- ✔ Check AM I a Candidate TypeForm templates
- ✔ Update Hubspot with the Clients
- ✔ Set Up Mailing Address for Medstar Media
- ✔ Typeform Am I EmSculpt Candidate
- ✔ Map of our clients
- ✔ PRP Follow up Issue
- ✔ Update Weekly ads & Website audit
- ✔ Google Ads BackUps
- ✔ Directions for J to do new reports
- ✔ Add Allergan Addresses to Gift Tab from chris@medstarmedia.com
- ✔ Update Active Clients in Hubspot
- ✔ HighLevel Client Management -
- ✔ Website Backups
- ✔ Make Training Video on Google Ads Reports
- ✔ Create mobile versions of graphics
- ✔ Mobi Menu + Our Own
- ✔ Custom order stamps for outbound campaign
- ✔ Good Business Card with Rewards
- ✔ Forward Emails in Basecamp
- ✔ Canva Medical Logos
- ✔ Update Allergan List
- ✔ New Content Fulfillment Plan
- ✔ EmSculpt Marketing Page -
- ✔ Have the Allergan Reps opened/replied to Email from Hubspot?
- ✔ get cost to get envelopes hand typed standard size for about 1000
- ✔ SEO LINK FINDING
- ✔ Ways to generate more calls
- ✔ Figure out best way to Track Calls with Call Rail - Mobi Menu
- ✔ Update Skinney Article
- ✔ Popup on Medstar too fast
- ✔ Send Out October Reports
- ✔ Additional changes to 1.mysculpt.net
- ✔ White List Email Instructions for lead notifications
- ✔ UPDATE EXISTING MEDSTAR WEBSITE - HIGHER PRIORITY
- ✔ EmSculpt Welcome Emails -
- ✔ FAQ SCHEMA
- ✔ Screenshots of change history monthly
- ✔ Facebook Messenger - Reach out to practices.
- ✔ Copy MedstarMedia.com
- ✔ Written letter to CS providers - include intro, case studies, etc.
- ✔ Email Autoresponder For Clients
- ✔ Connect with and pay Christina on UpWork
- ✔ Re-write Phone Scripts
- ✔ Create Holiday FB Ads
- ✔ Our Hosting Provider too slow
- ✔ Botox Permission for providers
- ✔ Need to send adcopy to co-op : monarch, ci med spa, elite
- ✔ Complete Task List
- ✔ Complete Task List
- ✔ Complete Task List
- ✔ Clean up Canva Uploads
- ✔ Give Christina access to Google Drive
- ✔ Photoshop, Transparent background
- ✔ Zapier Message
- ✔ New Client Forms
- ✔ Guide on getting lasik customers/ guide for invisalign customers/ guide on coolsculpting ( Like a long blong article) talk with whitney about it - for medstar media
- ✔ Call Basecamp about Email
- ✔ New How it works
- ✔ new service page graphics
- ✔ WEEEKLY AD & WEBSITE AUDIT
- ✔ audit lead sheets
- ✔ Make welcome/confirmation email shorter with before & afters
- ✔ Make blurbs for linkdin
- ✔ Linkedin Version for Regional Managers
- ✔ EmSculpt and CoolSculpting Service Graphics
- ✔ Enable Spam Protection on Client Accounts + Zapier Check
- ✔ buy greeting cards to send to clients to welcome them
- ✔ Website DownTime - Speed Tools
- ✔ Follow up with allergan reps
- ✔ Take pics of Google Ads Campaigns
- ✔ Fix Optinmonster Popups
- ✔ set up new constant contact account
- ✔ set up 5 series email auto-responder
- ✔ Linkedin Version of Email for Allergan Practice Development Managers
- ✔ Logo for Medstar Media
- ✔ LEAD GENERATION MATERIALS TO GIVE TO CLIENTS
- ✔ make template plan for call rail & audit
- ✔ Sent out June Reports
- ✔ Lori - Proposal
- ✔ Cut/crop photoshop
- ✔ get google number, new gmail, and audit vein and laser & perfect skin
- ✔ Generic Ad Copy for CoolSculpting
- ✔ Generic Ad Copy for EmSculpt
- ✔ draft a job listing for upwork- hire whitney-
- ✔ photo shop & put into coolsculpting ( or emsculpt) folder
- ✔ photoshop add to canva Coolsculpting folder
- ✔ change graphics to "east coast" on canva and hubspot
- ✔ Cut in Photoshop
- ✔ photoshop add to canva coolsculpting folder
- ✔ Need to set up a time each Monday for 30 min meeting
- ✔ send hector call rail access
- ✔ Cut in Photoshop
- ✔ crop/cut photos
- ✔ CHANGED PASSWORD TO HI@MEDSTARPATIENTS.COM
- ✔ re-target mailchimp 6/11/19
- ✔ Call upwork. get upwork account going
- ✔ Organize Canva
- ✔ Need 50 addresses of Doctors In Los Angeles Area
- ✔ More Google Drive Organization
- ✔ add this folder to "new client templates" folder
- ✔ re-target allergan rep message
- ✔ find NYC charity to work with
- ✔ sign up to be call rail certified
- ✔ schedule 2nd email blast 4/30/19 in constant contact to DNO
- ✔ draft emails of weekly ad reports sent by shane ( save them in drafts)
- ✔ call basecamp and see how we can integrate google
- ✔ When can we schedule a weekly call for 20-30 min ?
- ✔ Buy Linkedin PRO
- ✔ add support@medstarmedia.com to all ad/analytics/gtm accounts
- ✔ connect with allergan reps via lindkin
- ✔ check out lead sheets see if leads are coming in
- ✔ Make sure J is doing speed test 2x a month
- ✔ Need to schedule a weekly call ?
- ✔ make constant contact email to go out 4/23
- ✔ verify lead sheets with jonnamae
- ✔ add link to lead sheets and link to Client sheets on weekly cs reports
- ✔ Consolidate Client sheets & ads into folders
- ✔ which clients want a PDF "what to expect" email?
- ✔ More canva organization
- ✔ CPA- make article for tim
- ✔ Make a script for most common questions for phone
- ✔ make monthly reports for march/ draft search lost is budget email & advice how to follow up calls
- ✔ Configure all pop ups and forms to a lead sheet for each client
- ✔ change zap email address
- ✔ Send paragraph to clients on how we are changing the lead email to hi@medstarpatients.com
- ✔ prepare lead protocol- how to follow up lead- look in Chelsea's email- send to sarah
- ✔ Basic contact with a work order form Adobe Sign or contract signing service
- ✔ Talk about a list of Audits to be performed weekly, bi-weekly, monthly
- ✔ Add tracking codes to the site
- ✔ LINKDIN! LINKDIN!
- ✔ Check if websites are mobile friendly & send report to Isaac
- ✔ coolsculpting welcome email template without personal people's names
- ✔ Set up Rev account. Download this video or send link to have them transcribe.
- ✔ set up google voice number for secret shopper
- ✔ Make sure CoolSculpting pages have 2 separate Gravity Forms
- ✔ Client Gift Ordering on Amazon
- ✔ 2x monthly Speed Test Audit for each landing page with an ad for all clients
- ✔ call call rail ask if we can track keyword pools
- ✔ Learn how if someone clicks on a call it is tracked on google ads ( in goals)
- ✔ Check out Zoom
- ✔ Find out what "Smart Campaigns" are in google ads
- ✔ set up rev account rev.com
- ✔ CoolSculpting Phone and Text Script
- ✔ Update Gravity form license on sites
- ✔ DEMO SITES ACCESS
- ✔ New Google Code needs to be installed.
- ✔ CPA
- ✔ Google Tag Manager Expert - look at jobs
- ✔ add GTM, what people have access to them. add support@medstarmedia.com.
- ✔ Create & perform a weekly google ads audit
- ✔ Medstar One Pager for EmSculpt
- ✔ Website Optimization Plan To Other Developer
- ✔ Contact Google Adwords - about Call Rail Tracking
- ✔ Find out which plugin is best for GTM
- ✔ Hire Google and Facebook ad expert
- ✔ finish allergan emails
- ✔ make sure lead sheets are working bi-weekly or needed, and proper emails are added
- ✔ draft facebook templates 1200x1200 ( new facebook deminsions)
- ✔ Test all pops up on mobile
- ✔ SET UP HUBSPOT
- ✔ Update images that are not on shutterstock
- ✔ Whitney Certification
- ✔ Facebook Account has to G.
- ✔ Monthly Billing on Wave Apps
- ✔ New Solicit Email on Constant Contact
- ✔ SEO expert Samuel see if you can get back in touch with him
- ✔ raven tools: analytics
- ✔ sign up for cardone university for 1 month - IG messages
- ✔ make a check list of google ads audit
- ✔ Make new graphics for ads 2x a month
- ✔ Work on medstarmedia. We will talk this over on one of our calls
- ✔ Set up another merchant account via quickbooks
- ✔ Create Weekly Google Ads Tasks
- ✔ Learn how to use all the MOZ tools, MZ please provide J the login
- ✔ Hire writer (college student)
- ✔ Call Audit Sheet
- ✔ Website Backups
- ✔ Ad ad copy to the New Client Template Sheet
- ✔ Create series of ads and landing pages for facebook for Medstar Media
- ✔ Update Clients in Hubspot
- ✔ Sign up for MOZ
- ✔ Publish Client Testimonials
- ✔ Outbound Call Script
Archived to-dos