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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 - Jandali

Hector M. added this on
Completed by Hector M.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K. Ivonne Ackerman, Medstar Ivonne A.
Due on
Notes
April 17th will be this client's (Jandali Plastic Surgery) 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 , please take care of these on the due date above. 
Thanks.
  • - Delete popup from OptinMonster - Sleeknote
  • - Change GHL password
  • - Turn off zaps
  • - Release Twilio number

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - OK. Thank you.
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Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - Please confirm on this when you can. Thank you.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Ivonne Ackerman, Medstar Ivonne  
Another client we need you to follow up on.. 
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Ivonne Ackerman, Medstar Ivonne Ackerman
Hector Mota, Operations Manager at Medstar Hector Isaac Klausnser, Medstar Isaac everything should be shut off except:

- Change GHL passwords
- turn off zaps
-release twilio number


Hector do not shut off the below:
  • Remove client access from the leadsheet 
Hector, please remind me on May 15 if we should shut off the above.

thank you!
Isaac Klausnser, Medstar ok got it. thnx.
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Hector Mota rescheduled this to-do
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thanks for confirming Ivonne. 

I have done the following:

  • - Ads already off.
  • - Updated all sheets
  • Removed Websites from Uptimerobot, list, etc. - Done.
  • Updated the Due date above.

Isaac Klausnser, Medstar Isaac I have a question for you. If I Pause all conversion tags on GTM
wouldn't that affect the Zaps in some way?
Since we are not removing client's access to leadsheet, then we should not pause them either correct?
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - No, it wouldn't affect the zaps.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thanks for verifying Isaac. I will pause them then... 
Ivonne Ackerman, Medstar Thnx 4 checking
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Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - Reminder as you requested.
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Ivonne Ackerman, Medstar Ivonne Ackerman
Thanks Isaac Klausnser, Medstar Isaac ! please proceed with canceling everything except don't release the number. 
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Hector Mota rescheduled this to-do
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Ivonne Ackerman, Medstar Ivonne when are we set to release the Twilio number? Do you know?
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Ivonne Ackerman, Medstar Ivonne Ackerman
Hector Mota, Operations Manager at Medstar Hector  yes, we always wait a month after everything else is shut off. thanks for asking. But for this client since he's been with us for a long time, we're going to wait 3 months in case he comes back. Please set a deadline for Aug 1. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thanks for the detailed explanation. I will go ahead with the August 1st deadline then. 
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Hector Mota rescheduled this to-do
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Ivonne Ackerman, Medstar Ivonne  
Confirming that we can now release the Twilio number for this client. 
It was due August 1st. 
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Ivonne Ackerman, Medstar Ivonne Ackerman
Hector Mota, Operations Manager at Medstar Hector Isaac Klausnser, Medstar Isaac  please release.
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Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - Thank you for confirming. DONE.
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Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.