Modern Face Studio (Modern Family Dentistry) - www.modernfamilydentistryjc.com - JV

PrePaid BTL Client

Set up High Level campaigns & Set Up Front Desk Training

Assigned to
Jessica Marino, Digital Marketing Coordinator at Medstar Jessica M. Judi Vallano, Medstar Judi V.
Notes

Comments & Events

Alyssa Workman, Medstar
Isaac Klausnser, Medstar Isaac please set up a sub-account for this client
Ivonne Ackerman, Medstar
Alyssa Workman, Medstar Alyssa  well, this is the task Hector will assign Isaac once someone signs on and Hector creates the basecamp folder for the client. 
Alyssa Workman, Medstar
Ivonne Ackerman, Medstar Ivonne  ok. I only asked because CSM was looped into the other one. I’ll continue like I normally do. 
Ivonne Ackerman, Medstar
Alyssa Workman, Medstar Alyssa  I know we discussed today. So we'll create one set up GHL task under Digital Marketing correct? Which Hector will task Isaac. Then we'll leave this one here to make the campaigns live?
Jazzy Moore turned on public link sharing for this to-do on
Alyssa Workman, Medstar
Ivonne Ackerman, Medstar Ivonne  yes, exactly. 
Hector Mota, Operations Manager at Medstar
I was wondering about that myself Alyssa, Ivonne, when I created the new task on the BC3 template. 
Thank you for clearing that up. 
However, please be aware that we now have 3 tasks related to GHL - the last one is the newest one that I added to onboarding process to get the GHL set up right away. 

Alyssa Workman, Medstar Yes using all 3
Alyssa Workman, Medstar
Hector Mota, Operations Manager at Medstar Hector if the Set Up GHL Sub account & set up GHL tracking can be combined, then great. Otherwise we will use all three since sometimes they happen at different stages. However works best I am happy to proceed with. 
Alyssa Workman, Medstar
Judi Vallano, Medstar Judi this account has been verified and the LP is almost ready. I just tasked Isaac the Leadsheet here and he will be removing the password protect shortly- I will re-tag you when it is ready. You can proceed with sending out a FDT. I am assigning the AD Checklist right now to Hector.

Login URL: https://app.medstarmedia.com
Username: razzil.mfd@gmail.com
Password: YouareCool2023#$

Jessica Marino, Digital Marketing Coordinator at Medstar Jessica  will you please start setting up the automation campaigns? They haven't been trained yet, but we can get things set up to be ready to go live. 
Judi Vallano, Medstar Thanks Alyssa!
Alyssa Workman, Medstar
Judi Vallano, Medstar Judi i sent this on Slack but putting in this task as well-

Modern Face Studio - Lead Sheet 
Judi Vallano, Medstar Got it Thanks!
Jessica Marino, Digital Marketing Coordinator at Medstar
Isaac Klausnser, Medstar Isaac  hi there, the auto campaigns are in, can you please make live? Thanks!
Isaac Klausnser, Medstar
Jessica Marino, Digital Marketing Coordinator at Medstar Jessica - DONE
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.