Medstar Team

Update Clients in Hubspot

Assigned to
Jonnamae Jumawan, Medstar Jonnamae J.

Comments & Events

Chris Zelig, Medstar
How are we doing updating the Allergan reps that were in that spreadsheet
Jonnamae Jumawan, Medstar
Hello Sir,

I gradually do all the pending task Sir. I will finish it within this week.

Thank you Sir..
Chris Zelig, Medstar
Ok. Make sure you associate the coolsculpting reps under allergan
Chris Zelig, Medstar
There are two tasks, one to load the clients in Hubspot, have you completed that, the other two fill out the spreadsheet CS allegan spreadsheet. I sent you a video on it awhile ago prepare the spreadsheet and I will handle the upload into hubspot. 
Chris Zelig, Medstar
Hi J, Awesome job on the Allergan tab could you search Linkedin for more. I added a company column so you can mark the ones that are not Allergan with another company name. 

Could you go through Linkedin and try to find people other people that work there that would be relevant to help us and anyone who is not listed on the spreadsheet 

Here are some of the roles:

Regional Practice Manager at Allergan or Zeltiq
Practice Development Manager at Allergan or Zeltiq

Also could you add their Linkedin Profile Id's to a column as well to all the ones I am not not connected with. 

Also there are people I am connected with on Linkedin that are not on my on the spreadsheet like this:

https://www.linkedin.com/in/erika-burke-b3989a14/

Thank you. 
Jonnamae Jumawan, Medstar
Hello Sir..

I have updated the Allergan tab and added some names on it and I will add more Sir.
Chris Zelig, Medstar
Thank you keep up the good work
Chris Zelig, Medstar
I would like to get as many as possible by monday. Thanks for the good work.
Jonnamae Jumawan, Medstar
OK Sir..
Chris Zelig, Medstar
Hi J - when you get a chance there a few Allergan reps that do not have the new email listed. Of course, we have to guess this email based on their last name. Also have you had a chance to add additional names to the list yet? Meaning were you able to find any additional people with the job titles we were targeting?
Chris Zelig, Medstar
Whitney, can you mark any Allergan reps in Hubspot as added to Hubspot on the sheet.  Also if there are allergan reps listed in Hubspot but not on the spreadsheet please add them to the allergan reps spreadsheet. 

J -

1. Can you also try to find the date that the Allergan reps listed under Rep Referral Status as "Intro Active" or "Inactive sent" me an introduction to a client via email. You can search their email address in mediapong@gmail.com and medstar and see when the last day was. Place the date in the "Latest Introduction Date"

Also Whitney and J, I added a new way to track the status of the rep and their relationship with us. 

Rep Intro Status

Intro - Active : actively sending clients

Intro - Inactive : Has not introduced clients in last three months

No Contact : No contact attempts have been made

Connected: communicated back and forth via email, phone or Linkedin

Attempted Contact - Email : sent email on mail

Attempted Contact - LinkedIN : send message on Linkedin

Attempted Contact - Email + LinkedIN : sent message on Email +  Linkedin


Some of them may be listed as an Intro-Active or Intro Inactive and never sent us a client but there is email communication back and forth.

Mark those Connected. There is a difference between a rep who knows about us "connected" and a rep who is sending us clients.

If a rep has sent us a client in the last three months they are Intro-Active if it has been more than six months it will be intro-inactive. 

2. I added a Job title that is where you will list their job title shown on Linkedin. You should be able to find this in the Full Name Tab. 


Thank you.




Chris Zelig, Medstar
I will updgrade tonight so you can search
Chris Zelig, Medstar
J - I upgraded the account. You are good to go. 
Chris Zelig, Medstar
J - getting as many Allergan names, titles, etc. is the top priority once finished you can move to the Co-Op reports and then we need to do monthly reports. 

Thank you.
Jonnamae Jumawan, Medstar
OK Sir.. I will add more names.
Jonnamae Jumawan, Medstar
Sir, after the Allergan names is the Provider Locator and the last is the co-op. is that correct Sir?
Chris Zelig, Medstar
Actually, move on to the Co-Op next - after you finish the Co-Op we need to do monthly reports. We will have to see if Raven reports properly shows the Conversion Goals in Analytics so we can report on how many leads they got. Once done with the monthly report you can move back to the Allergan list.

Thank you.
Jonnamae Jumawan, Medstar
noted Sir.
Chris Zelig, Medstar
Hi J- I made a video. Once you find new Practice Development Managers or Regional Practice Managers on Allergan I would like you to add them to sheet as well as create a contact in Hubspot. 

Also please request a connection with all the people I am listed as not connected with on the sheet. 

Here is the video:

https://drive.google.com/file/d/1YWnBgrGeIy8LCeJB2BSb-UBit6wl6nJ7/view
Chris Zelig, Medstar
Hey J - when you get a chance to continue to try to find Allergan employees and add them to the sheet and individually to Hubspot. I am going to have Whitney connect on LInkedin so do not worry about.
Jonnamae Jumawan, Medstar
Ok Sir..
Chris Zelig, Medstar
Let us know how many new contacts you add so we can email them.
Jonnamae Jumawan, Medstar
Sir, is it OK to add canada area to the list?
Chris Zelig, Medstar
Yes.
Jonnamae Jumawan, Medstar
OK Sir..
Jonnamae Jumawan, Medstar
Sir, I added 50 names in the sheet..
Chris Zelig, Medstar
Did you add them to hubspot. If, not i will bulk add them to save time.
Thank you.
Jonnamae Jumawan, Medstar
Sir, I added more 50 names for the total of 100. should I add the to hubspot one by one Sir?
Chris Zelig, Medstar
I will bulkupload them and provide you additional instructions, please
remind me.
Jonnamae Jumawan, Medstar
OK Sir..
Chris Zelig, Medstar
Chris Zelig completed this to-do.