NV Medical - Dr. Peter Balazs Leadsheet

Isaac  can you please create the sub-acct for this client? THANKS!

Vania  

Login URL: https://app.medstarmedia.com
Username: nvmedicalaestheticsonline@gmail.com
Password: YoureCool2022#$

Vania  this client is ready for training to be sent. Thank you!

Sydney can you setup a 2nd and 3rd text template and email template? You can use the name "Jayne" in the templates. Please let Isaac know when they're done so he can make LIVE. They have been trained. 

Isaac Vania  Done! :)

Sydney - Thank you.

Vania - Added

Sydney  and phone follow up text template too please. And in case I ever forget to mention that one. Let's always create that one for GHL accts. Thanks!

Vania added! :)

Isaac  did you see that these extra ones were added? ^^

Alyssa - Phone follow up text templates doesn't need to be added to the campaigns. Client's staff manually send them to the leads.

Isaac we discussed the setup for this in whatsapp but lets move forward with it...
Please create a trigger sequence that when a lead gets moved into the NO SHOW stage the then get moved into a campaign sequence to receive 3 texts. One at 3 days after being moved in, 7 days after being moved to no show, and then 10 days.

Templates to use below;

3 Days:
Hi {{contact.first_name}}, this is the NV Medical. We would like to assist with rebooking your consultation appointment for {{contact.service_of_interest}}.

Please reply to this text with your preferred dates and times or use our online booking link- https://nvmed.janeapp.com/.
Thank you!


7 Days:
Hi {{contact.first_name}}, this is the NV Medical. Please rebook your consultation appointment at your earliest convenience to ensure that your {{contact.service_of_interest}} new client coupon does not expire.

Online Booking Link: https://nvmed.janeapp.com/

10 Days:
Hi {{contact.first_name}}, this is the NV Medical. To continue receiving appointment reminder texts, please reply with YES.

If you would like to reschedule your consultation appointment, please let us know your preferred dates and times or use our online booking link- https://nvmed.janeapp.com/. 

Isaac  just confirming that you saw the above request. Thanks!

Vania - Yes. Sorry for missing to acknoweldge it here. I will work on it now.

Vania - This has been set up now.

FYI - I have set all the three texts to go out exactly at 1pm (Mon-Sat)

Isaac   I added a 4th & 5th attempt to templates. Please add them to the core campaign/workflow and add the new stages to the pipeline as a 7 day and 10 day follow-up. Thank you!

Vania  fyi

Alyssa - DONE

Isaac do we have a GHL number for this client already?
I am seeing this number on their LPs = (973)-833-5058

However, I am seeing this number - 973-831-2420 - on their spreadsheet as the main number to route calls to... 

Hector - Yes. I am also not sure from where our developers copied that phone number.

I have now updated the forwarding call number in the GHL to 973-831-2420

On the website. Before I go ahead and replace the phone number. Vania whitney.zelig@gmail.com - Since Ivonne is on vacation. Can either of you confirm if this website falls into a category of microwebsite and we will have the GHL phone number everywhere on the website OR just on the LPs?

Isaac I am seeing that phone number = (973)-833-5058  - on the client's GMB page. That may explain where the Devs got it from. 
Perhaps Whitney and Vania know more about this. 

Isaac https://nvmedaestheticsnj.com/contact/ is a microsite so safe to put the tracking number throughout. It is not their regular website

did we confirm that this number 973-831-2420 does route to the correct place?

Vania - Got it. Will do once I get the confirmation on the correct phone number.

whitney.zelig@gmail.com - Please let us know. Thanks.

Isaac lets use this one 973-831-2420
that other number (973)-833-5058 goes through their Wix messaging for texting and calls and I dont like connecting a number to a tracking number that is already routing though something else. It took them 5 tries to answer and only one try for 973-831-2420

Vania - Got it. Updated on website as well in their GHL.

Isaac we need to split their core campaign up into different campaigns please and thanks. The first message can remain the same for now.

dermal Fillers/Botox
emsculpt neo
Morpheus 8
Core Campaign

Isaac  also, I realized that the URL source isn't accompanying the contacts in GHL?

Vania - New campaigns for all the above three service has been created now.

For the source URL. I am seeing it in the contacts. Can you please share the contact details where you are not seeing it?

Screenshot 2022-10-05 at 4.45.50 PM.png 96.3 KB • Download

Isaac  thanks! I wasnt seeing it in opportunities in the little client tiles