‹ Home
Exported

Pilchuck Dental - www.pilchuckdental.com

Website Design + Development * Digital Marketing Set Up (One-Time Fee) * Digital Marketing Monthly Management
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at Medstar
From the list: Client Onboarding

✔ Ending Services - January 31st

Hector M. added this on
Completed by Hector M.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M.
Due on
Notes
This is a reminder that this client will be ending services with us on January 31st which will be their last day. 
Please remember to turn off all of their pop ups and other things once the time comes. 

Comments & Events

Ivonne Ackerman, Medstar Ivonne Ackerman
Hector Mota, Operations Manager at Medstar Hector please do the following on February 1:

- update all sheets
- turn off all campaigns
- deleted popup from OptinMonster
- pause all conversion tags on GTM
- change ghl password
- turn off zaps
- release twilio number
- remove client access from the leadsheet 
Notified 1 person
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Got it Ivonne. I will update my due date.. 
Thanks. 
Notified 1 person
Hector Mota rescheduled this to-do
Was
Now
No one was notified
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Went into Pilchuck Dental - www.pilchuckdental.com Google ads account and paused their search | dental implants campaigns. I also went into their GTM and paused all of the tags, variables. Removed team and client from GTM access. Removed their leadsheet access as well.

Isaac Klausnser, Medstar Isaac can you please do the following now:

- change password on GHL (assign Isaac)
- release Twilio number (assign Isaac)
- turn off zaps
- Delete pop up if on the website. ** Not seeing it on Optinmonster
- update all sheets

Thanks.

image.png 79.8 KB • Download
Ivonne Ackerman, Medstar Thank u!
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector Ivonne Ackerman, Medstar Ivonne - DONE
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thank you for following up and taking care of this Isaac. 
I will archive this client accordingly. 
Notified 2 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.