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Nova Innovated Health - www.novainnovated.com

Digital Marketing Set Up * Digital Marketing Monthly Management
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 Medstar
From the list: Client Onboarding

✔ No Longer A Client

Hector M. added this on
Completed by Hector M.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K.
Due on
Notes
April 1st will be this client's last month of being active with us. 
We will need to shut down all of the following:
Hector will
  • - Turn off all campaigns
  • - Update all sheets
  • - Pause all conversion tags on GTM
  • Remove Website from Uptimerobot, list, etc.
  • Remove client access from the leadsheet 
Isaac Klausnser, Medstar Isaac , please take care of these at the end of the month. 
Thanks.
  • - Delete popup from OptinMonster - Sleeknote
  • - Change GHL password
  • - Turn off zaps
  • - Release Twilio number

Comments & Events

Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Followed up on No longer a client task for Nova Innovated Health - www.novainnovated.com. I went ahead and took care of turning off campaigns, removing client access to leadsheet, etc. I also removed them from Uptimerobot, lists, and other spreadsheets. I  Will notify Isaac to remove GHL, turn off Zaps, release Twilio, etc. I will remove from active list and place BC3 folder on archive in the coming days. 


  • - Turned off all campaigns - Google ads access has been removed. I cannot get into their account. 
  • - Updated all sheets - DONE!
  • - Paused all conversion tags on GTM = NO tags to pause. 
  • Remove Website from Uptimerobot, list, etc. YES
  • Remove client access from the leadsheet - YES

Isaac Klausnser, Medstar Isaac please take note to do the following for this client when you get a chance. 
Thank you. 

  • Delete popup from OptinMonster - Sleeknote
  • - Change GHL password
  • - Turn off zaps
  • - Release Twilio number
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Thank you.

Ivonne Ackerman, Medstar Ivonne - Please confirm this. Also, let me know about the phone numbers. Do we need to release them right away or after one month?
Notified 2 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac  yes please proceed with everything, except releasing GHL #. Moving forward let's wait a month to release the #. I'll change the due date. Thank you! 
Notified 2 people
Ivonne Ackerman rescheduled this to-do
Was
Now
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - This client was already made inactive last week at Chris's request. The phone number is already released.

I would recommend making a new workspace on monday.com for these tasks and using only that medium to communicate for this task to avoid any confusion or mistakes. Information coming from different communication channels is hard to track and also increases the chances of mistakes and keeping everyone involved in the loop.
Notified 2 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac  completely agree. I'll jump in on your Monday meeting this Tuesday to see where. But don't worry if it has already been released. It's not imperative, we just wanted to start a new protocol where we waited a month to see if the client wanted to continue GHL service. 
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - OK. Thank you, Ivonne.
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
So if the phone number was already release, we are all set then? We do not need to wait for May 1st?
Notified 2 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Hector Mota, Operations Manager at Medstar Hector yes, no need to wait. Thank you! This client is now fully deactivated.
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thanks for verifying.. I will move fwd with final archiving. 
Notified 2 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.