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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 - Renovo MD

Hector M. added this on
Completed by Hector M.
Assigned to
Chris Zelig, Medstar Chris Z. Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K.
Due on
Notes
This client is no longer active with us effective immediately. 
We will need to shut down all of the following:

Hector will
  • - Turn off all campaigns - Already turned 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 we will keep their GHL app running for now until Chris figures something out.
Ivonne Ackerman, Medstar Ivonne please share any inside info you may have as far as their other access. For example, when do we move fwd with leadsheet access removal, etc?

Thank you. 

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - OK. Will do. Thank you.
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Chris Zelig, Medstar Chris has asked to hold on changing GHL password or turning off zaps for now. He will talk to the client and then will let us know.
Hector Mota, Operations Manager at Medstar 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
Waiting to hear from Chris to see what he says about 2 of these issues on the list. 

  • - Turn off all campaigns - Already turned off. 
  • - Update all sheets - Done!
  • Remove Website from Uptimerobot, list, etc. - Done.

  • Remove client access from the leadsheet 
  • - Pause all conversion tags on GTM
Notified 3 people
Alyssa Workman, Medstar Alyssa Workman
Brittany Redding, Digital Marketing Manager at Medstar Brittany  fyi
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Alyssa Workman, Medstar Alyssa Workman
Hector Mota, Operations Manager at Medstar Hector  you had this task already for Renovo
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Isaac Klausnser, Medstar Isaac Klausnser
Alyssa Workman, Medstar Alyssa Hector Mota, Operations Manager at Medstar Hector - I just disabled their access to GHL, popups and zaps. Chris has asked me to keep their GHL account active for the next 30 days.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Alyssa Workman, Medstar Alyssa
Yesterday when I was working on the new task for this client and Shore Medical you deleted it before I could check. You then moved the other Shore task. This happened within minutes of me creating it. I was still working on it when you deleted it or moved. Please do not do that again. I have my own reasons for creating tasks here. 
I would have found it and deleted it myself.

Isaac Klausnser, Medstar Isaac no worries. There a few clients now that Chris has asked me to wait for even though their time has been up. 
I will always double check with him and Jenna before I ask you to move fwd with 
the final deletion. 
Alyssa Workman, Medstar know I am sorry
Isaac Klausnser, Medstar 👍
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Can you please change the due to 31st Oct?
Hector Mota, Operations Manager at Medstar DONE... Done..
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Alyssa Workman rescheduled this to-do
Was
Now
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Isaac Klausnser, Medstar Isaac  the reminder is due for us for this client. 
Please proceed with the release for them unless Chris has stated otherwise. 
Thank you. 
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Sure. Thank you.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Isaac Klausnser, Medstar Isaac has this been done?
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Still waiting for Chris's confirmation. I asked him on Slack.

Chris Zelig, Medstar Chris - Can you please confirm on this when you get a chance?
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Isaac Klausnser, Medstar Isaac
Ivonne said to me that they should only have access to the app and leadsheet. Everything else should be off. 
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Sorry but I am confused now. Earlier we revoked their access to the app. So do I need to re-add the client email in there?

Also it doesn't make any sense to keep the access to the main sub-account while keeping the zaps turned off. If they wouldn't be getting any new leads in there for what purposes they would be using the account for?

Do you think you can work with Chris on this and create a SOP? so we can avoid so much back and forth and also to avoid deleting a client too early. In the past we had to restore some of our clients spending good amount of time and it wasn't good experience for the clients as well.

Please let me know your thoughts.
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Chris Zelig, Medstar Chris Zelig
You can delete everything for this client
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Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac  after Black Friday, please put a list together of SOPs and processes you recommend we put together in which you are involved. 
Isaac Klausnser, Medstar OK. Thank you.
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Isaac Klausnser, Medstar Isaac Klausnser
Chris Zelig, Medstar Chris - Thank you for confirming.

Hector Mota, Operations Manager at Medstar Hector - Thank you. DONE.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thanks for confirming Chris. 
Isaac thank you for taking care of the everything else. 
I know it is an issue since we sometimes have clients change their minds, etc. 
As Ivonne mentioned, please let us know what you suggest is the best protocol to follow so I can help  make this as easy as possible for all of us. 
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Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.