✔ Update Platforms w/ New CSM / Client Distribution
Completed by Alyssa W.
- Assigned to
-
Corin G.
- Notes
-
Hi
,
Corin
I hope you are having a phenomenal week!Below are details for a project that we would love your help with.We recently hired new Client Success Managers that work closely with our clients. We have redistributed our client list and need to update our records with the new CSM for each client.Please change the CSM listed for the following clients in Hubspot, the Medstar Client Records sheet, and Basecamp. In Basecamp, please place the CSM's first name after the client name's name.
Judi & Chris
Always Beautiful Medspa- Cole Stengel
Health First Medical Weight Loss
Judi
*Beauty Bar Clinics- Ashraf, Dolph-West Hollywood, -Toronto
Boston Direct Health- Dr. Steven Zivich, Cassandra- marketing manager
Contour Medspa- Dr. Joe Mattingly, Monse Mattingly
Dr. Shubi Shahida Aesthetics
Elinea San Francisco
*Evexia Medspa- Noah
Hollywood Body Laser Center- Trenton
Nava Health & Vitality Center
Skin Revolution Med Spa
Toossi Medical
Westport Medispa
Chris
Eternal Medspa / Maya Medspa- Leena
Inspire Health Clinics
Optimum Human
Stam Eye Care and Associates
Emily
Arizona Skin Institute
Center for Medical Aesthetics RI
Coastal Carolina Internal Medicine, PA
Rejuve Plastic Surgery
Hartley Health & Wellness
Nicol
Docere Medical Spa
Paige
Altman Aesthetic Center
Georgia Center
Inspire Medical
North Shore
Sculpd
Langer Family Medicine
Jamie
Numa
Spitale
Genesis
Surface Medical Aesthetics
Spa West
MetroWest
Katharine
Prime Care
Glow
Med ultima
Chic Medspa
Northside Vision
Five Forks
Please let me know if you have any questions. Thank you, Corin!
Message received. Thank you!
Best regards,
Corin
Sorry for the delay. I'm done updating the Hubspot and Medstar Spreadsheet. I'll just wait for my access in Basecamp to update it. Thanks!
I'm done with this task- Hubspot, Medstar Spreadsheet and Basecamp.
Thanks,
Corin