Medstar Team

No Longer a Client! - Sculpt DTLA

Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K.
Due on
Notes
May 1st 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 , 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, please note that 
  • We will  keep their GHL number for 60 days.  

Comments & Events

Ivonne Ackerman, Medstar
Isaac Klausnser, Medstar Isaac please proceed with the above except the following since they will be paying for our GHL Service:

-change GHL password
-Release Twilio number
-turn off zaps

Hector Mota, Operations Manager at Medstar Hector please do not proceed with the following:

- Remove client access from the leadsheet 
Isaac Klausnser, Medstar
Ivonne Ackerman, Medstar Ivonne -

- Delete popup from OptinMonster - Sleeknote

DONE
Hector Mota, Operations Manager at Medstar
Good morning Ivonne. 
Thank you for letting us know and confirming status. Isaac and I will proceed with the rest.

I made sure that 
  • - Ads are already turned off.
  • - Updated all sheets
  • Removed Website from Uptimerobot, list, etc.


Ivonne Ackerman, Medstar Ivonne if they are going to be using our Zaps and GHL, should I keep their GTM tags on? Pausing them will turn off the pop ups... please let me know... 
Ivonne Ackerman, Medstar
Hector Mota, Operations Manager at Medstar Hector the gtm tags should not be on. The popups should not be on.
Hector Mota, Operations Manager at Medstar
Thanks for confirming Ivonne.
All tags paused.. Pop ups off. We are all set..

Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.
Hector Mota, Operations Manager at Medstar
Hector Mota re-opened this to-do.
Hector Mota, Operations Manager at Medstar
This client is still paying for the following services:

-change GHL password
-Release Twilio number
-turn off zaps
Ivonne Ackerman, Medstar correct
Hector Mota rescheduled this to-do
Was
Now
Hector Mota, Operations Manager at Medstar
Ivonne Ackerman, Medstar Ivonne  
Do we renew the dates for this client? 
Please let us know. 
Ivonne Ackerman, Medstar
Hector Mota, Operations Manager at Medstar Hector  yes, they became a client again. thanks so much for being on the lookout!
Hector Mota, Operations Manager at Medstar You're Welcome!
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.