Nava Center - www.navacenter.com - Judi

This is for a client who already has a website we can use that we just need to optimize.

Set up High Level ( if requested or needed) & send this infographic

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes

Comments & Events

Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac
Chris would like this client to be set up with High Level.
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com , he asked me to communicate with you to get this set up. 
Can you please let Isaac know what forms to hook and anything else?
Thanks. 
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - Sure. Will set up a new account for this client.

whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - Let me know for which forms we need to set up the automated text?
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - OK. Thank you for confirming.
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com -

DONE.

Connected all GFs and Popups with the automated text on their Highlevel.

Below are the login credentials to their account.

Login URL: https://app.medstarmedia.com
Username: info@navacenter.com
Password: d!C6L2c&^yUn
Hector Mota, Operations Manager at Medstar
Thank you Isaac.
I have updated client's spreadsheet.
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  will you be sending this to client?
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.
whitney.zelig@gmail.com, Medstar
whitney.zelig@gmail.com re-opened this to-do.
whitney.zelig@gmail.com, Medstar
can we set hours to Monday - Saturday 8am-8pm ET Isaac Klausnser, Medstar Isaac  
whitney.zelig@gmail.com, Medstar
Isaac Klausnser, Medstar Isaac  
any way you could do a 410, 443, or 301 area code? 
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - DONE
whitney.zelig@gmail.com, Medstar
any way they could do their own number for the text? the 800 number? or do theyhave to have a twilio number Isaac Klausnser, Medstar Isaac  
Isaac Klausnser, Medstar
Vania J, Medstar Vania - DONE
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  amazing! Thank you! I'll let him know
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  
can we expand their core campaign to include three automatic texts? I added templates to their acct. Thanks!
They would like these additional automatic texts to start going live on Monday, please.
Isaac Klausnser, Medstar
Vania J, Medstar Vania - OK. Will expand and make it LIVE on Monday.

Yes, both of these leads came from popups.
Isaac Klausnser, Medstar
Vania J, Medstar Vania -

OK. Will expand and make it LIVE on Monday.

This has been done now.
Vania J, Medstar 💯🙏
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.