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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 - Seaside Skin Care

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  
Ivonne has informed me that this client will be parting ways with us. We will need to initiate the No longer a client protocol right away. 

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, 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

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - OK. Thanks.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Hector will
  • - Turn off all campaigns - DONE
  • - Update all sheets - DONE
  • - Pause all conversion tags on GTM - Someone already paused them yesterday. However, they also paused the GA4 tags which should not have been done. I have set them to live again. 
  • Remove Website from Uptimerobot, list, etc. - DONE
  • Remove client access from the leadsheet  - DONE

Isaac Klausnser, Medstar Isaac , if you haven't already, please take care of the rest of these. 
Thank you. 
  • - Delete popup from OptinMonster - Sleeknote
  • - Change GHL password
  • - Turn off zaps
  • - Release Twilio number
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector  - I have asked Chris on Slack regarding this to get double confirmation because he asked me again couple of weeks back to always double check with him before deleting any sub-account on GHL.
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Chris Zelig, Medstar Chris Zelig
Yes turn off
Isaac Klausnser, Medstar 👍
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thank you for double Checking Isaac Klausnser, Medstar Isaac  
However, after you mentioned that to me the last time, I always CONFIRM with Chris or Ivonne before instructing you to proceed. 
Chris, thank you for chiming in and confirming here. 
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Awesome. Thank you.

#1 Delete popup from Sleeknote
#2 Deleted staff account
#3 Turn off zaps

Will release the phone number after 2 months.

Chris Zelig, Medstar Chris  - Do we also need to remove their website from our server? I have already made a local backup copy. Let me know. Thank you.
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thanks for taking care of this Isaac. 
I will add a due date for us both so we can come back in 2 months. 
I will also follow up with Chris in case he does not respond here. 
Isaac Klausnser, 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
Chris, 

I have a reminder for this client to release their GHL phone number on February 8th. 
Can you also confirm if we also need to remove their website from our server? 
 Isaac has already made a local backup copy. 

Let me know. Thank you.
Notified 3 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
I have confirmation that we are going to release their GHL number and remove their website from our servers. 
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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 did you remove this client's website from our servers yet?
You can also release their GHL number when you get a chance. 
Notified 3 people
Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector  - Yes. The website has already been removed from our server.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thanks for confirming Isaac. 
We are all set with this client. 
Notified 3 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.