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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: Client Wide Projects

✔ No Longer a Client - Dream Sculpt

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
This 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
  • - Update all sheets
  • - Pause all conversion tags on GTM
  • Remove Website from Uptimerobot, list, etc.
  • Remove client access from the leadsheet 
Isaac Klausnser, Medstar Isaac , Chris says they are going to pay us to use High Level for 60 days. 
I will let you know once I confirm what the end date will be for them. 

  • - Delete popup from OptinMonster - Sleeknote
  • - Change GHL password
  • - Turn off zaps
  • - Release Twilio number

Comments & Events

Chris Zelig, Medstar Chris Zelig
We need to keep access to the Google Sheet for sixty days and GHL they may continue with us for longer. 
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Isaac Klausnser, Medstar Isaac Klausnser
Chris Zelig, Medstar Chris - OK. Got it. I will turn off the zaps and popups but wouldn't release their phone number or their user accounts on GHL.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Wait Isaac Klausnser, Medstar Isaac if we are letting them use the Google sheet, should we turn off Zaps and pop ups? Especially if they may come back?
Chris Zelig, Medstar Chris ? Can you please confirm? 
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - I assumed what Chris meant was is that we wouldn't revoke their access from GHL or Sheet but we wouldn't be sending new leads to either the sheet or GHL.

Since Chris doesn't frequently check BC3. I have just asked him this on Slack.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
No worries Isaac Klausnser, Medstar Isaac , thank you. 
I followed up with Chris - thanks for that channel by the way. 
And he said to leave their Zaps on for 60 days.... 
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Thank you, Hector.
Hector Mota, Operations Manager at Medstar You're Welcome! 😊
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Isaac Klausnser, Medstar Isaac the 60 days for this client are up no? 
If we started counting from April 28th  forward... then they are overdue. 
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Isaac Klausnser, Medstar Isaac Klausnser
Hi Hector Mota, Operations Manager at Medstar Hector - How are you brother?

i just checked and it seems the client is still using the app.

After Le Reve Body client's case. Chris asked me to always check before deleting client's access to the app or delete sub-account or release the phone numbers even if he has himself made the request to delete the sub-account or revoke their access.

Please see below.
Screenshot 2023-07-22 at 11.41.19 AM.png 164 KB • Download

Can you please confirm regarding this with the Chris Zelig, Medstar Chris on how to proceed ahead?
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Hey Brother Isaac Klausnser, Medstar Isaac  

I am doing great, thanks.... hope you are also...
We will need to wait for Chris to come back in a day or two since he is no active right now. Once I find out, I will let you know. 

Thank you. 
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Thank you, Hector.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Okay so Chris says that this client is still paying us so they get a reprieve. I am trying to verify exactly how long for that is. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Jenna sent invoice to them this week. She will let me know once they pay or if they do not. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Sent follow up email to Jenna. I will post response as soon as she does. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Sent follow up email again... Changed due date. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
 I received an email update from Ivonne. This client is only paying for GHL. I will check back in 3 months to see what their status is. 
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Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.