‹ Home
Exported

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: 1. Biz Development

✔ Medstar Media Clients in Go High Level

Chris Z. added this on
Completed by Chris Z.
Assigned to
Ivonne Ackerman, Medstar Ivonne A. Jonnamae Jumawan, Medstar Jonnamae J.
Notes
Jonnamae Jumawan, Medstar Jonnamae - Can you please go add the new clients contact info in the correct tab so Isaac Klausnser, Medstar Isaac can add these to GHL. Check out this video: https://watch.screencastify.com/v/fxssdjCeC4TSOeckVlg2

Comments & Events

Jonnamae Jumawan, Medstar Jonnamae Jumawan
got it, Sir!
Notified 3 people
Jonnamae Jumawan, Medstar Jonnamae Jumawan
Hello Sir Chris Zelig, Medstar Chris , Isaac Klausnser, Medstar Isaac , and Ivonne Ackerman, Medstar Ivonne , done updating the sheet on the "Services Provided" tab. Thank you!
 
Ivonne Ackerman, Medstar thank u!
Notified 3 people
Isaac Klausnser, Medstar Isaac Klausnser
Hi Chris Zelig, Medstar Chris - I couldn't find any campaign with the name "Medstar Clients Campaign" under "Medstar Media" sub-account. Should I create a new campaign? Please let me know. Thanks.
Notified 3 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac  It's a highlevel account called "Medstar Media Clients". Not a campaign. 
Notified 3 people
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - Got it. Thanks.

I am seeing two different duplicate contacts.

Eltra Self and Advanced Dermatology.

Also two of the contacts doesn't have either the phone number or the email address.

Avanta Dental and Radiant Beauty

Please let me know how to proceed with these contacts.
WEEKLY-CLIENT-CS-REPORTS-Google-Sheets.png 176 KB • Download
Notified 3 people
Chris Zelig, Medstar Chris Zelig
Placing some notes on how to deal with our customer service situation. 

  • We create Multiple numbers assigned to key client-facing - Vania, Whitney, Hector will have general numbers. All client communication will go through these numbers. If set up a CSM with a user can we only assign them to individual clients? How will this all work in the feed
  • Who keeps an eye and responds? What is the protocol? Each person is responsible for their line. 
  • Onboarding pipeline - do we have different pipelines once onboarded
  • How to deal with multiple contacts (main, support, etc. discuss during meeting, the doctor, staff members, who to contact when
  • Set up email via Medstar but how do we get inboxes and sent (Does it have an Inbox)
  • Save in your phone, send updates (working on your site, ad team building out campaigns) need to come up with client communication scripts and messaging
  • The client will be entered once they sign up.
  • Any integration with slack, wall
  • Communication document, all the messaging we send to clients, all the updates, etc. incorporate into SMS templates, email templates, Vania and Ivonne are working on this. 
Notified 3 people
Chris Zelig, Medstar
Chris Zelig completed this to-do.