Jonnamae - we made an additional video: You can watch this and please follow up Jenna with questions. Let's have Gerlie fill out the forms that are relevant to which campaigns they are running on GA and Meta as well as their offers. 

Jonnamae Gerlie Hey everyone, I've recreated the instructional video we meant to share yesterday. Please check it out and let me know if you have any questions about this project. Thank you so much for all of your help!

https://watch.screencastify.com/v/wb34Q66SghTJ5YZiUR9C

Chris I think I got it all covered, please update if I missed any details. Thanks!

Hello Jenna , Thanks for the video. I'm a little confused about the services provided in column F, on where to get the info about "MedStar Mini, Microsite, Full site (Mid), Full site (Upper), Full site (Large)".

Hey Jonnamae , please just skip over the website development options for Column F. You are doing great with adding the monthly ad management/SEO labels for now. Thanks so much!

Hi Jonnamae , I just made an update to the spreadsheet for this project. I separated the primary contact name into: Primary Contact Salutation, First Name, and Last Name. For any doctor's name, please place Dr. into the salutation column, for everyone else we can leave their salutation blank. Please let me know if you have any questions. Thanks! 

Hello Jenna - Got it. Thanks!

Jonnamae - please update the active clients first. Gerlie  have you seen this task?

Hello Sir Chris and  Jenna - I have filled out the columns as much as I could but there are columns that I am not sure about.

Like, where will I get the info for Columns M, N, and O? For column U, wondering how to determine if it's  Auto-pay or Single-pay. For column T, I have added Freshbooks and Wave payment methods but for QB, I need help finding where to see the payment method used.

I will add more info to the other columns as well. Thank you! 

Hi Jonnamae , great questions. I think for now, just fill in as much as you can. We may need to pass the sheet around to our team to add the missing pieces at the end (like Kimberly our bookkeeper could confirm the pay frequency, etc.).

If you have different/other feedback for Jonnamae, Chris please add your thoughts. 

Thanks!

Hi Jonnamae Chris shared that you were nearly complete with updating the client data in the spreadsheet. I have made a video for you of a few more things that we need to update on the sheet: https://watch.screencastify.com/v/poeJwX8xzl3HYvlS6JvZ

Please let me know if you have any questions. Thanks Jonnamae!

Jonnamae can you also add in the Google Analytics info for each client? Thanks so much!

Hi Gerlie ! Wondering if you can help us get the Google Ads information plugged into the spreadsheet we are working on? Chris has this as a high priority project. I made a video explaining what we would like you help with: https://watch.screencastify.com/v/WcdcsbvYPvyQu2JczHwz

Please let me know if you have any questions. Thank you so much, Gerlie!

Hello Jenna - updated the sheet.  I will add more info for GHL data. Thank you!