Medstar Team

lead protocol graphic. super simple. cartoons or icons

Assigned to
Kellie Zelig, Graphic Designer at Medstar Kellie Z.
Notes
Kellie Zelig, Graphic Designer at Medstar Kellie  

PDF print dimension ( flyer)

AS SOON AS THE LEAD COMES IN:
1. AUTO TEXT 
2.CALL AND LEAVE VOICEMAIL
3. SEND EMAIL

1 DAY AFTER THE LEAD COMES IN:
1. FOLLOW UP WITH A PERSONAL TEXT
2. CALL AND LEAVE VOICEMAIL
3. SEND EMAIL

2-3 DAYS AFTER THE LEAD COMES IN:
1. FOLLOW UP WITH A PERSONAL TEXT
2. CALL AND LEAVE VOICEMAIL
3. SEND EMAIL

Comments & Events

whitney.zelig@gmail.com, Medstar
let's tag it with medstar logo Kellie Zelig, Graphic Designer at Medstar Kellie  



also keep background white incase they want to print it out 

also say  *business days * 1 and 2-3 business days 
whitney.zelig@gmail.com, Medstar
Vania J, Medstar Vania  let's replace this with the current lead protocol? are we missing anything 
Vania J, Medstar
looks good! The first section...the spacing on the numbers seem a little off?
Vania J, Medstar
Cant wait to start using it!
whitney.zelig@gmail.com, Medstar
Vania J, Medstar Vania Is there any other graphics that would be helpful for front desk to print out?

Maybe high level basics

We could do screen shots of how to make templates, how to use pipeline, etc. ? 
Vania J, Medstar
I think the high level stuff should be videos. I can make the footage and we can jazz it up with pop up text?
Vania J, Medstar
Graphic we should have is the 5 things to cover on a coolsculpting call. Like a cheatsheet while they're on the phone. Something like...

1. Introduce yourself (friendly)
2. Get their name and number
3. Specials
4. Financing
5. Give multiple appt times/dates to book consult

thoughts? suggestions?
whitney.zelig@gmail.com, Medstar
Yes Kellie Zelig, Graphic Designer at Medstar Kellie  make it finda funny so they read it , no? 
Vania J, Medstar 🙌
Vania J, Medstar
Ivonne Ackerman, Medstar Ivonne  
Ivonne Ackerman, Medstar
Kellie Zelig, Graphic Designer at Medstar Kellie  can you please find the graphic I texted you on canva and send the link to Vania through this BC task so she can reword some of the text?
Ivonne Ackerman, Medstar
Vania J, Medstar Vania  what else do we need to redo the doc that was originally sent out to all the clients? We were going to update it and I was going to "make it pretty" right?
Vania J, Medstar
Ivonne Ackerman, Medstar Ivonne  hah yes. I need to rewrite it really quick since we changed things a bit 
Ivonne Ackerman, Medstar
Vania J, Medstar Vania  here you go.
whitney.zelig@gmail.com, Medstar
maybe 10 days after send out a text/email 
Ivonne Ackerman, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com should we add the following:

4. 10 days after the lead comes in:
     1. Send out a text/email
Ivonne Ackerman, Medstar
Hi Kellie Zelig, Graphic Designer at Medstar Kellie , we love the 1st one. Can you please make each individual number have its own line so that they line up with each other? Let me know if you need further clarification. Thank you!
Ivonne Ackerman, Medstar
Kellie Zelig, Graphic Designer at Medstar Kellie  these look great! Finals ready to be dropped. Thank u!
Kellie Zelig, Graphic Designer at Medstar
Ivonne Ackerman, Medstar Ivonne awesome, thanks! Are you printing these out? If so I think the black on top and bottom might look bad. 
Ivonne Ackerman, Medstar
Kellie Zelig, Graphic Designer at Medstar Kellie  no, we’re sending as an attachment to clients. Thanks for checking!
Vania J, Medstar
Ivonne Ackerman, Medstar Ivonne Kellie Zelig, Graphic Designer at Medstar Kellie  omg I'm in LOVE with these! I'm going to start using these for front desk now.
Ivonne Ackerman, Medstar Awesome!
whitney.zelig@gmail.com, Medstar
whitney.zelig@gmail.com completed this to-do.