Onboarding Notes

Date: 8.26.22
Time: 11am
Attendees: VJ, WZ, Julianna, (chris briefly for a greeting)

Client's Website URL:  www.orthodontist-kennesaw.com
URL for microsite if creating one: N/A, We are going to try to edit their Invisalign and Braces page on www,orthodontist-kennesaw.com - let's try to track down access. If not, we can do a micro-website but they really want to edit their current website

Services:
-Invisalign
-Traditional Braces

Notes:

Pre-Onboarding Notes:
website: www.orthodontist-kennesaw.com,   https://www.dentistryatkennesawpoint.com/

-They have a call center. fabulous. they currently arent able to give out prices. If someone wants pricing they are instructed to send call to the office. 

Domain/Hosting:

- godaddy. We have full access.

Google Ad Acct:

-they have ran google ads before, from a different website.
-kennesawpointdentistry@gmail.com
- she accidentally created a new acct. We are trying to delete it to not trigger any circumventing events. Hopefully, this ends up not being an issue. This acct was:
Google Ads Acct
238-730-4958

- the other two accts they had but are currently "cancelled" are;
Dr. Kay Kalantri
833-402-4052

Dentistry & Orthodontics at Kennesaw
263-089-0211
-two of the accounts had the same cc associated with them but different suite numbers in the address.
-Wz requested being put in contact with the existing ad agency so we can get access to the acct that is currently active that they are running ortho ads from and not have to reactivate a cancelled acct.

NEW NOTES. 2nd onboarding 9.19.22 (Juliana, WZ, VJ)

Google Ad Acct Access Notes:
-
-Orthodontics Kennesaw is the GBP they want us to use (they have 4)
-we did "create an acct without a campaign"
-went to "tools and settings" added a payment method. Card ending in 6182. Name on card is Kay Kalantari
-business name is officially Dentistry at Kennesaw Point
-warned her multiple times that this is a BIG flag for circumventing events
-"setup"> "access and security"> allowed domains >gmail.com and clickmogul.io. Also added Ivonne and Shane's email addresses
-Ad acct # we are using is 640-993-1888


FB Ad Acct/Page:

-"they've had so many issues with facebook"
-we will be creating a new FB page with her during this meeting. Per Juliannas request. She says no one has done anything with the page in over 2 years.
-FB page that is attached to the business page is the Kay Kalantari profile page. She created it to have ownership.
-new page URL is https://www.facebook.com/Orthdontist-Kennesaw-100349502817076
-we have ACCESS TO PAGE
-FB Ad ACCt: 442162896363872 Kay Kalantari
-we updated payment info in the FB ad acct settings

Website Access:
1) they give us full access and we do it
2) we send them a video and they do it

Julianna prefers option 1 but they may not give us full access. They are hosting but client owns website and domain.

We are waiting to be connected with the existing marketing website.

GHL SETUP
Isaac we will need 2 twillio numbers. One number will be displayed as a tracking number on the invisalign page and redirect to (770)847 -8051 (<-- this number can only be used for INVISALIGN leads. ONLY)
One number will be displayed as a tracking number on the ORTHO  page and redirect to 678-275-2066

AD CAMPAIGNS/BUDGETS:

service #1- Invisalign - demo content

service #1-Orthodontics (traditional braces) - demo content

Info Gathered:
Website URL: www.orthodontist-kennesaw.com
Micro-Site URL: n/a so far
Domaine Registrar: GoDaddy, we have access
Hosting: the other mktg company is hosting it. Decision is pending.
Google Adwords ID:

Google Analytics: they have one setup,
Google My Business: we have access. FYI they are closing tucker location.
Facebook Page: https://www.facebook.com/Orthdontist-Kennesaw-100349502817076
FB Ad Acct: 442162896363872 Kay Kalantari
Main Phone Number: 678-275-2066
Contact 1: Julianna
Office Location: Kennesaw, GA
Financing: In office financing, carecredit, united medical credit. Ortho prefers in office financing
Following Treatments Free Consults: ALL
Awards & Recognitions for Campaign Pages: nothing yet
                                   over 30 years experience as a badge on the ortho page?
Lead notifications: INVISALIGN forms and popups: kayortho1@outlook.com, ORTHO forms and leads: dkportho@hotmail.com
Website desired Aesthetic: 

_____________________________________________________________

New Dental Client: vania SM

Juliana is the office manager she runs the show. 

We are going to try to edit their Invisalign and Braces page on www,orthodontist-kennesaw.com - let's try to track down access. If not, we can do a micro-website but they really want to edit their current website

We are running an ortho campaign braces / Invisalign. 

They made a partial payment. Keep an eye on it. They said they will make a second payment tomorrow. If not, let's collect during onboarding. 

Kennesaw: 678-275-2066 | Tucker: 678-580-3060
   dentistrykp@hotmail.com
  https://www.dentistryatkennesawpoint.com/
Kennesaw: 1350 Wooten Lake Rd NW #203 Kennesaw, GA 30144
Tucker: 2345 4th St #300 Tucker GA 30084