SKINNEY Medspa - CZ/IA

https://www.skinneymedspa.com

OffPrem - Follow up Plan

Assigned to
Chris Zelig, Medstar Chris Z. Isaac Klausnser, Medstar Isaac K. Ryan Bloch, CEO Ryan B.
Notes
  • Can Offprem Set up Blackthorn.io (how long would it take to integrate with a workflow)
  • Proper SF Flow - making it easy to convert contacts> leads> opportunities> deals
  • Dashboard #of leads, source of leads, # leads based on treatment type, how many booked, how many converted, % booked sales rep, revenue by individual, revenue by source, revenue by treatment, location, revenue by new customer existing customer
  • Tool or Flow - take leads with certain criteria and push them into nurture campaigns or into the dialer 
  • Import - how would import sales previous sales data from Mindbody

Comments & Events

Chris Zelig, Medstar
Chris Zelig completed this to-do.