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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: Client Wide Projects

✔ No Longer a Client - Body By Your Clinic

Hector M. added this on
Completed by Hector M.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K.
Due on
Notes
Isaac Klausnser, Medstar Isaac  
I believe that July will be this client's last month of being active with us. 
We will need to shut down all of the following:

Hector will
  • - Turn off all campaigns = Chris already turned them off. 
  • - Update all sheets
  • - Pause all conversion tags on GTM
  • Remove Website from Uptimerobot, list, etc.
  • Remove client access from the leadsheet 
Isaac, please take care of these at the due date above. 
Thanks.
  • - Delete popup from OptinMonster - Sleeknote
  • - Change GHL password
  • - Turn off zaps
  • - Release Twilio number
Isaac Klausnser, Medstar Isaac Chris says to leave High Level and the Zaps open until Aug 31 but confirm with him prior to turning them off on that date.

Ivonne Ackerman, Medstar Ivonne  
Please  let us know the exact date this client will become inactive. 

Thanks. 

Comments & Events

Ivonne Ackerman, Medstar Ivonne Ackerman
Hector Mota, Operations Manager at Medstar Hector Isaac Klausnser, Medstar Isaac everything should be turned off on Aug 31. 

The GHL number should be released Sept. 31. Thanks!
Isaac Klausnser, Medstar ok thanks
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Okay, thanks for letting us know. I will add the due date for myself and Isaac now. 
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - Moving forward we will be releasing the phone numbers after 30 days and not 60 days? OR this is only for this client? Please confirm. Thank you.
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Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac  is should be 60 days for all. Sorry for my note with the wrong date!
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Isaac Klausnser, Medstar Isaac Klausnser
Isaac Klausnser, Medstar Isaac - Got it. Thank you for confirming.
Ivonne Ackerman, Medstar thank u!
Notified 3 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
I have now done the following:

  • Ads turned off - Verified again. 
  • Remove Website from Uptimerobot, list, etc. - DONE!
  • Remove client access from the leadsheet - DONE!
  • Pause all conversion tags on GTM - Done!
Isaac Klausnser, Medstar Isaac can you take care of the remaining tasks if there are any?
October 31st will be the final day for everything. 
Thank you. 
image.png 74 KB • Download
Isaac Klausnser, Medstar 👍Yes.Thank you.
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Hector Mota rescheduled this to-do
Was
Now
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Isaac Klausnser, Medstar Isaac
Please go ahead and delete the GHL or release it when you get a chance. 
Thank you. 
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Sure. Will do. Thank you.
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - DONE
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thank you Isaac. 
I will move this to Medstar BC3 folder for record keeping purposes and then archive this client's BC3 folder. 
Notified 2 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.