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MetroWest Medical Wellness (MetroWest Urology) - www.mwurology.com - 🔴 SEO client 🔴 Katharine

This is for a Pre-paid BTL client. CSM - Katharine
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 MedstarMichael, SEO +2 others
From the list: Client Onboarding

✔ Create GHL Sub Accounts

Hector M. added this on
Completed by Alyssa W.
Assigned to
Isaac Klausnser, Medstar Isaac K. Judi Vallano, Medstar Judi V.
Notes
Isaac Klausnser, Medstar Isaac ,

We will now start creating the GHL sub-accts as soon as a client signs on. We have multiple follow-up steps in play now to try and get the registration info as soon as possible. 
Can you please begin the process to set up the GHL account for this client when you get a chance?

Thank you. 

Comments & Events

Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac making sure you saw this request. Judi is the assigned CSM if you need her to help correspond with the client for anything for A2P. 

Thanks for setting up the GHL when you can!
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Alyssa Workman, Medstar Alyssa - Here you go

Login URL: https://app.medstarmedia.com
Username: info@mwurology.com
Password: YouareCool2023#$

Judi Vallano, Medstar Judi - Let us know once we have received the biz info from this client and the website is ready for the A2P submission.
Notified 4 people
Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac Judi Vallano, Medstar Judi this URL can be used for A2P verification. Once we have biz info we can proceed with A2P verification. 

Required information

Business Name:
Website:
Owner's name:
Notification email address:
Full Address:

Information is required to set up Toll Free Number.

All the details needed for setting up GHL + Business Legal Name.

Information required to submit for A2P.

All the details needed for setting up a GHL account + EIN number + EIN letter(if possible) + Website or LP with a form + disclaimer on it along with privacy policy + Terms of use page.
Notified 4 people
Alyssa Workman, Medstar Alyssa Workman
Judi Vallano, Medstar Judi  has the client gotten back to you about the info we need for A2P verification? 
Notified 4 people
Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac this is the URL we will use for A2P verification 
https://mwmwellness.com/
Notified 4 people
Isaac Klausnser, Medstar Isaac Klausnser
Alyssa Workman, Medstar Alyssa - OK. Thank you. I will submit and confirm you on Slack once approved.
Alyssa Workman, Medstar Thanks
Notified 4 people
Alyssa Workman, Medstar Alyssa Workman
Isaac Klausnser, Medstar Isaac  i think we are A2P verified now, correct?
Notified 4 people
Isaac Klausnser, Medstar Isaac Klausnser
Alyssa Workman, Medstar Alyssa - YES
Alyssa Workman, Medstar Thanks
Notified 4 people
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.