Hi Gerlie , can you please create a list for us of all of our current clients in one column and in another column the clients that they are competing against?

We explain more here:

https://watch.screencastify.com/v/L1Fy5brqG8tsUnRhxvp1

Thank you!

Hello Ivonne - here you go
https://docs.google.com/spreadsheets/d/1DxJvygZD6nQrIp4-hmSNPCCzhJOGH_5xAmGsRscFxCk/edit?usp=sharing

Hi Gerlie ! Can you please add this info to the weekly report you send out so that it is all in one place? Also can you please update it with the new clients? 

Notes: 
https://watch.screencastify.com/v/Yp4qmveqvn77vvJyckVF

Hi Ivonne  
Here's the spreadsheet for that report; I'm still trying to organize and update everything in it, so it's not finished yet.

https://docs.google.com/spreadsheets/d/1a36lofCZNAlbZNBjCrel_lhiLVaVq5dYg7i17NqxvSM/edit#gid=1295213101

Gerlie  thank you! we do not need all of the info you are placing on that sheet. Please give me a moment so I can look over it.

Gerlie  do we have a sheet somewhere that says when we brought a new client on board?

Ivonne  - This sheet contains all of the information for active clients:
https://docs.google.com/spreadsheets/d/1234dftrjBPG-8Ho4Cv9UwTIWmvAE2F8r3ICm0imB7iw/edit?pli=1#gid=761823395

Hi Gerlie thank you for putting this together. I explain here what is needed and what is not: https://watch.screencastify.com/v/soukaEASUVzLurFp9p8j

https://docs.google.com/spreadsheets/d/1a36lofCZNAlbZNBjCrel_lhiLVaVq5dYg7i17NqxvSM/edit?usp=sharing
Hello Ivonne - Here's the spreadsheet under this tab: 1/1/22 Facebook Ads
This is a January report; I am currently working on the new changes for February.

Gerlie  this is perfect, but what changes would be there for February? So you'll update the client competitor and Ad creative name and photo every month?

Gerlie  can we update the client competitor section with the new clients? I would only like the update for the "Client Competitor under Medstar" for all new clients. Thank you!

Gerlie so that we're up to date with the clients and who they are in competition can you please check these notes: https://watch.screencastify.com/v/WyXQQNNiolZOt5LdFY2s
Thank you!

Hello Ivonne - For the time being, I am unable to complete this task (Facebook Audit) because Chris has yet to add my account to his Facebook account, allowing me to view the client's account. I can only provide you with the other audit that I have access to.

Gerlie  thank you! I am more concerned with the client competition column. just letting us know in the weekly sheet who is in competition with the new clients that keep being added. 

Will do Ivonne  

Hello Ivonne  - Here's the list of the client competitors, under "client competitor under medstar" (column E):
https://docs.google.com/spreadsheets/d/1a36lofCZNAlbZNBjCrel_lhiLVaVq5dYg7i17NqxvSM/edit?usp=sharing

Thanks Gerlie please see notes: https://watch.screencastify.com/v/1Psa23aKY6gS5PcZZDri

Please follow up Gerlie . Thanks!

Hello Ivonne - I moved the Client Competitor from the weekly audit sheet and placed it on a new sheet under "Client competitor under medstar".
I added a "Date Updated" to the sheet to keep track of when it was last updated:

https://docs.google.com/spreadsheets/d/1a36lofCZNAlbZNBjCrel_lhiLVaVq5dYg7i17NqxvSM/edit#gid=222594456

I'm in the process of creating a video of the weekly audit and will send it to you once it's finished.

Hi Gerlie this is perfect. Thank you! Can you please check this every month? Thank you!

Ivonne  - Will do.

Since Gerlie is checking this, I will reassiagn to her. 

Hi Gerlie  can you please fill out the client competitor sheet? For example, if Nova doesn't have competitors please write "no competitors". Can you check the new clients? Thank you!

Gerlie  - can you please update the Medstar clients Google map

Gerlie  and the tab that is in the weekly audit sheet. thanks!!

Gerlie will you please update the tab titled "Client Competitors Under Medstar" in the weekly Ad audit sheet? It hasn't been updated since August.

This needs to be checked and updated regularly in addition to the weekly ad reports. Thanks for all your hard work!

https://docs.google.com/spreadsheets/d/1a36lofCZNAlbZNBjCrel_lhiLVaVq5dYg7i17NqxvSM/edit#gid=222594456

Screenshot 2022-11-16 at 11.20.48 PM.png 33.2 KB • Download

Alyssa  can u add it to the basecamp template on web dev where we have client competitors so everyone can access it easily? Thanks!

Gerlie  this is a high priority to update the competitors list please when you can. Did the map get updated too? 

Alyssa I have already updated the Medstar clients Google map. Will work on the competitors list and update it as soon as possible.

Gerlie will you please update the client competitors as soon as you can? It seems like some clients might be missing. Let's keep this updated at least every 8 weeks. Need to notate which clients are active/inactive. I have highlighted those that are inactive in red.

For example, Shore Medical Aesthetics is not currently listed on the competitor tab.

Thanks, Gerlie!

Gerlie  how are you? Feeling better? I hope so! Just following up on this when you get a chance. Thanks so much for everything. 

Gerlie please use this sheet and check out the clients that are active:
https://docs.google.com/spreadsheets/d/1234dftrjBPG-8Ho4Cv9UwTIWmvAE2F8r3ICm0imB7iw/edit#gid=761823395

Alyssa on it and thanks Ivonne .

Gerlie will you please go through this list again carefully? Some have competitors listed that then aren't mentioned on their actual competitor. Also, Ivonne pointed out that toossi and skin tight are competitors but there are none listed for either. 

I don't know if the map needs to be updated prior but we need to get this dialed in and very carefully. Thank you!

Gerlie please follow up. there are some errors on the competitor list.

Also Ivonne  can you tell me where the Medstar Map of clients lives? 

Gerlie  where is the medstar map? Please update the competitor list as soon as you can. 

Ivonne - https://www.google.com/maps/d/edit?mid=1lYHmV3hvhjpNTLmmcXRlSrS-3rNLIzDP&usp=sharing

Gerlie thanks. Can it be updated so you remove those that are no longer clients?

Alyssa  FYI

Gerlie Ivonne   thanks, I don't have access to the map, please share it with me. I requested access but not sure who is the original owner of this. I want to be sure CSMs have access for additional reference. Thanks!

Alyssa   https://www.google.com/maps/d/edit?mid=1lYHmV3hvhjpNTLmmcXRlSrS-3rNLIzDP&usp=sharing

You mean you can't edit it?

I mean't i couldnt view it. I can now. thanks

Gerlie  , how is it going updating this spreadsheet? I still see competitors listed or missing that aren't accurately based on comparison to the map.  

Gerlie  re-tagging you. Thanks for following up when you can

Gerlie can you please let us know about this? This is a very important sheet. Can it please be updated every week? Thank you! 

The sheet has been updated with a new client:
"Alora LifeSpa (aka Maryland Eye Care Center)" 

Added new:
Angel Aesthetics Medspa
Boulder Valley Laser and Cosmetic

New clients:
Ignite Med Spa & Wellness
Northside Vision (Optometrist) 

New Clients:
The Orthopedic and Spine Institute of Beverly Hills 
Tersa Oral and Facial Surgery
Bay Aesthetics

New Clients:
Modern Family Dentistry
Sanctuary Wellness Institute

New Clients:
Taiche Griffin Medical Services
Langer Family Medicine
MetroWest Urology
Vibe Day Spa and Salon

New Clients:
Five Forks Family Eye Care
Dental Design Studio

New Clients:
Aviva Med Spa
Expressions MD

New Client:
Luxura Spa

New clients:
Contour Body Aesthetics
Smart Medicine SF
Invigorate Advanced Aesthetics Medical Spa
The Daniels Group