‹ Home
Exported

Opti Health Institute - Dr. Eric Nager

www.optihealthinstitutemd.com - This is for a client who already has a website we can use that we just need to optimize.
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarSelena Vujatov, Medstar
From the list: Client Onboarding

❏ Setup Highlevel

Chris Z. added this on
Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
The forwarding number is in the clients sheet

Comments & Events

Chris Zelig, Medstar Chris Zelig
Also set up the doctor as a user:

nagere@yahoo.com 
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Chris Zelig, Medstar Chris - OK. Got it. Will do.
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Chris Zelig, Medstar Chris - DONE

Let me know if we need to setup a test campaign + test form as well. Thanks.
Notified 1 person
Chris Zelig, Medstar Chris Zelig
Yes, please do and train whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  how to show the clients how to use it 
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Chris Zelig, Medstar Chris - Sure. Will send Whitney a video.
Notified 2 people
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
Vania J, Medstar Vania  let's learn how to do this together
Notified 3 people
Chris Zelig, Medstar Chris Zelig
Yes. There are tons of videos on this. Yall need to be HighLevel experts. Why dont you vania plan a day you can watch the tutorials vids 
Notified 3 people
Isaac Klausnser, Medstar Isaac Klausnser
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - If you don't understand any specific part in the video or get stuck at something or need me to create a test setup for you to play around. Please let me know. I will be more than happy to help.

After seeing the videos and tutorials if you have questions. We can also do a Zoom call and can go over them. Please let me know. Thank you.
Notified 3 people
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com
Chris Zelig, Medstar Chris i truly think we should have a dedicated high level trainer on our team and I nominate Vania J, Medstar Vania  
Notified 3 people