Vania J • Jun 30, 2022 at 9:58 PM Onboarding Details — Date: Thursday, June 30th Time: 2pm Attendees: WZ, VJ, Dr. Rumple Micro-Site/Website URL: MICROSITE (FREE)- go.pilchuckdental.com Services: -Invisalign -Cosmetic Implant Key Notes: • Full treatment of Invisalign 5k • Implants about 4k • Zip code: 98223 • Google Ad Acct: Has an existing accoun... 2 Vania J • Jun 30, 2022 at 9:02 PM Pre-Onboarding Notes — Invisliagn + Implant Vania - the queen of all things dental will you please use your Success Manager magic. New client: this is from a new contact from Invisalign named Gwen. She reps the west coast. We need to take good care of this Dr. Rumple. He is super busy and we can use Gwen as a tool to ... Hector Mota • Jun 27, 2022 at 4:00 PM Onboarding Notes — Date: Time: Attendees: Micro-Site/Website URL: Services: -Service #1 -Service #2 -Service #3 Key Notes: • Ad Budget Notes: Service #1-XXX Content • Platform: • Budget: Google • Offer: • Disclaimer: • Targeting: • Notes: • Platform: • Budget: Facebook • Offer: • Disclaimer: • Targetin... Hector Mota • Jun 27, 2022 at 4:00 PM 💻 Client Overview 📋 — 2
