Isaac  can you please create a sub-acct for the client? Thanks!

Vania - Sure

Vania -

Login URL: https://app.medstarmedia.com
Username: info@optimumabq.com
Password: YoureCool2022#$

Vania  
Optimum ABQ Leadsheet

note to self: email sent

Isaac hi! this team is trained and we can go fully live. 
I added the below to the sub-acct. Can we add to core campaign?
-1st email (0 mins)
-2nd text (24 hrs later, 1pm)
-3rd text (48 hrs later, 1pm)

Thanks!

Vania - DONE

Sydney can you please add a 4th and 5th text template for Optimum ABQ
4th at 10 days, 5th at 30 days. Please let Isaac know to connect when you are done. THANKS!

Vania Isaac , I have added a 4th and 5th text template for Optimum ABQ
4th at 10 days, 5th at 30 days. 

Sydney - Added. Do we need to add these as stages in the pipeline?

Isaac  yes please

Sydney - ADDED

Isaac
There is a pipeline in the sub-acct that has already been created, "Optimum ABQ".
It seems that there were forms that weren't connected; only one page was. Can you please connect all the forms on this site to this pipeline and campaign, please and thanks. https://optimumabq.com/

Also, can you please create an additional pipeline, a "nurture pipeline"? With 4 stages/columns- "Phase 1", "In Conversation", "consultation scheduled", and "services sold"?
And please set up with an auto text that goes out at 30, 60, and 90 days once the lead is moved into that pipeline and the "Phase 1" stage? The triggers to stop the text sequence should be once they have been moved into "In Conversation", "Consultation Scheduled", or "Services Sold". Thanks!

I've copied the text templates for the campaign below.

30 Days:
Hi {{contact.first_name}}, this is Optimum. Are you still interested in {{contact.service_of_interest}}? Schedule your free consultation appointment today to reactivate your new client coupon.

Call us at 505-226-0170 or reply to this text with your preferred times and dates. Thanks!

60 Days:
Hi {{contact.first_name}}, this is Optimum. Did you know that we offer financing for our customized treatment plans for {{contact.service_of_interest}}? This means low monthly payments and 0% financing!

Would you like more information about our financing options?

90 Days:
Hi {{contact.first_name}}, this is Optimum. Have you ever had a {{contact.service_of_interest}} treatment before? Our consultation specialists are available via text, email, or phone to answer any questions you may have.

Call us at 505-226-0170 or reply to this text with the best time that we can contact you.

Vania - 

I am only seeing one contact form being used on all the pages on this website. Can you please share the URL where you are seeing a different form?

OK. I will do the above set up in their account.

Vania  

DONE

DONE

DONE

Isaac please create a new pipeline for them called "Skin Rejuvenation"
please set the stages within this pipeline as;
-New Leads
-Consultation
-Services Sold
-Lost

Vania - DONE