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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✔ No Longer Active Client - Water's Edge

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
August 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 - Already done! 
  • - 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
Note from Jenna: We will need to turn off GHL on 9/1, unless we receive different instructions before then.  

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - OK. Got it. Thank you.
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Hector Mota rescheduled this to-do
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Update from Chris.

Turn off popups and ads on 9/1
Keep leadsheet until further notice 
Keep GHL going until 9/30. On 9/30 turn off zaps going to GHL. Then follow up with me on 10/15 as we many lock them out if they have not moved out yet, we may help them move into another GHL. Do not delete the number or the account until I provide further info.

Please send client a back up of their leads on 9/30
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Voice note from Chris on Slack:

Hey Hector, 

Just to clarify something on Water's Edge Medical. 
At the end of the month, we will keep, we will turn the pop ups off. 
However, the forms will continue to feed and go to High Level for another month.
At the end of the month, at the end of August, we will stop feeding any information into the app and remove them as users, but keep the account active as we want to, help them transfer it. 
And in 15 days or so, please remind me to write an email to Doctor Vita to let them know, hey they have 15 days left on the app and we need to remove them after that. 
Let's keep the, the forms going to the lead sheet but the app will be off and the app will be off. 

The pop ups will be off and that's about it. 
Hopefully I cleared that up.
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Chris Zelig, Medstar Chris Zelig
Hector Mota, Operations Manager at Medstar Hector  
Keep GHL on We made a mistake by not turning off their ads and need to make it up to them. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Got it. I am changing the due date and moving this to the Medstar BC3 folder since it will be a while before we turn them off. I will then archive this client folder.
Thank you. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
The client has not responded to emails so we will be turning this GHL off at the end of the month. 9/30/23 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Sent email to Chris, Ivonne, Jenna to see if I should follow through with this today. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Chris says let's keep it on for another month and check with him them. I have updated the due date for us. 
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Isaac Klausnser, Medstar Isaac  
Please disable this client's GHL when you get a chance. 
Thank you. 
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Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector  - DONE
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thank you Isaac. 
Everything else has been disabled now. We are done with this client. 
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Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.