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Sculpt DTLA - sculptdtla.com - Ella

The client has two locations. We are doing website adjustments, content creation and monthly SEO services. Their goal is to rank better at their SilverLake location.
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarMichael, SEO Ivy Santiago, Creative Project Manager at Medstar
From the list: Front Desk Support

✔ GHL Edits

Ella added this on
Completed by Hector M.
Assigned to
Isaac Klausnser, Medstar Isaac K.
Due on
Notes
Hi Isaac Klausnser, Medstar Isaac per Chris' notes, we have a few GHL edits.

1. They want to create a situation where when a lead comes in, instead of the welcome email and text they first get a phone call to give the office an option to call. Their office number is 213-625-7258, can you please let us know if we can do a voice routing?
2. Can you please export all leads from their GHL main account to their text blast account?
3. Please let us know if their text blast account is A2P verified.

Thank you! 

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Ella, Client Success Manager at Medstar Ella -

#1 Yes. It's possible. I will first set it up on a test form and test workflow so you can work with the client and they understand how it would work.

#2 Elizabeth Ruffa Elizabeth Ivy Santiago, Creative Project Manager at Medstar Ivy - Please help with this.

#3 Yes. It's A2P approved.
Ella, Client Success Manager at Medstar Thank you!!
Notified 3 people
Elizabeth Ruffa Elizabeth Ruffa
Ivy Santiago, Creative Project Manager at Medstar Ivy  - I'll do the export and follow back up with you EOD
Ella, Client Success Manager at Medstar Thanks so much!
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Isaac Klausnser, Medstar Isaac Klausnser
Ella, Client Success Manager at Medstar Ella - I now have the test workflow and a test form setup for this. Let me know if you can meet today in the morning your time and I can show you how it works.

Also just to confirm. You have mentioned 213-625-7258 as their main office phone number but on their website it is (213) 265-7285. Please let me know which number is correct.
Notified 3 people
Ella, Client Success Manager at Medstar Ella, Client Success Manager
Isaac Klausnser, Medstar Isaac - You are correct on their phone number (correct one: (213) 265-7285), I mixed up those last two numbers, thank you for catching that! 

I am free this morning between 9am-11am PST. Let me know what works for you!
Notified 3 people
Isaac Klausnser, Medstar Isaac Klausnser
Ella, Client Success Manager at Medstar Ella - The call event has now been added to the production workflow.
Ella, Client Success Manager at Medstar Thank you!!
Notified 3 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.