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Medstar Team

Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, Medstar +1 others
From the list: all client updates

✔ 2nd follow up high level training for newly live clients

whitney.zelig@gmail.com added this on
Completed by Sydney M.
Assigned to
Sydney Metz, Client Success Manager Sydney M. Vania J, Medstar Vania J.
Due on
Notes
Sydney Metz, Client Success Manager Sydney  

1. Make a list of "Sydney's Babies" that are 3+ weeks since they've gone live. ( but not over 3 mo. old)

2. Create an email template saying something like:
How are you doing with your campaigns? How is your front desk adjusting? We would like to schedule a follow up 30 min front desk training to make sure everything is going smoothly and we can give suggestions & tips on how to optimize them even further. please schedule a time here ( vania's 30 min calendly) 

^ wordsmith but keep very simple and short 

get approval from WZ before sending and to who 

3. Send it out through support@medstarmedia.com , copy CSMs on it , 
For the appointments you are in town for- you will jump on Vania's zoom and teach the meeting. Vania will shadow 

Comments & Events

Sydney Metz, Client Success Manager Sydney Metz, Client Success Manager
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  Here are all my babies. Which ones do not need the email? (I'm not sure who started when):

Apex Skin
Viva Atlanta
Boston Direct Health
Melamed Wellness
Prime MD
TMB
South Shore Smiles
Vitalyc
Fusion Medspa
Whole Body Solutions
The Radiance MD
Optimum Oncology & Health
Advance Family Sports Medicine
BODY MORPH MD
Soma Medical Spa
CRMC - Ketamine Therapy LA
Tooth Docs Dental
Bare Bunny
Park Slope
Dr Clearfield Medical Group
Shore Medical
NV Medical
Art of Dental Wellness
Chic Medspa and Laser
NOVA Innovated Health
Emana
North Shore

Hello (Client),

How are you doing with your campaigns? How is your front desk adjusting? We would like to schedule a follow-up 30 min front desk training to make sure everything is going smoothly. During this time, we can give suggestions & tips on how to optimize them even further. please schedule a time here: https://calendly.com/Vania-medstar/front-desk

We hope to hear from you soon!

Best,
Sydney
Client Success Manager
Notified 2 people
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
Sydney Metz, Client Success Manager Sydney  how can you find when they started?
Notified 2 people
Sydney Metz, Client Success Manager Sydney Metz, Client Success Manager
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  BC3, and I will go through and look, I was just wanting to see what you knew off the top of your head to save time.
Notified 2 people
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
Sydney Metz, Client Success Manager Sydney  in the past 3 months, which clients do you remember recently went live? 
Notified 2 people
Sydney Metz, Client Success Manager Sydney Metz, Client Success Manager
Bare Bunny
Park Slope
Dr Clearfield Medical Group
Shore Medical
NV Medical
Art of Dental Wellness
Chic Medspa and Laser
NOVA Innovated Health
Emana
North Shore

 whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  
whitney.zelig@gmail.com, Medstar good job
Notified 2 people
Sydney Metz, Client Success Manager Sydney Metz, Client Success Manager
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  Are these approved to send?
Notified 2 people
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
Hello (Client),

How are you doing with your campaigns? How is your front desk adjusting? We would like to schedule a follow-up 30 min front desk training to make sure everything is going smoothly. During this time, we can give suggestions & tips on how to optimize the Medstar App further. Please schedule a time here: https://calendly.com/vania-medstar/follow-up

We hope to hear from you soon!

Best,
Medstar Media 



---- 
ps copy vania & me on it 
Notified 2 people
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
Sydney Metz, Client Success Manager Sydney  ^
Notified 2 people
Sydney Metz, Client Success Manager
Sydney Metz completed this to-do.