Summit Primary Cares - www.summitprimarycares.com

This is for a client who already has a website we can use that we just need to optimize.

move over site asap

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
hey Isaac Klausnser, Medstar Isaac we need to move over site asap- can we try to keep some of the same URLs for SEO purposes? 

You have hosting and go daddy access

please connect lead sheet to all forms

as well as set up highlevel ( pause till i can train ) M-F 8am-5pm


The reason i have to do this as soon as possible is because I am going to train their office on Friday for high level


note : they have a few email addresses - will this switch effect anything? 

Comments & Events

whitney.zelig@gmail.com, Medstar
Oh yes Isaac Klausnser, Medstar Isaac  sorry its under support@medstarmedia ( delegate access)
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - Do you know under what name we have the delegate access in GoDaddy?
whitney.zelig@gmail.com, Medstar
I believe its Mark Francom Isaac Klausnser, Medstar Isaac  
whitney.zelig@gmail.com, Medstar
i think it's still in the support@medstarmedia.com's
inbox Isaac Klausnser, Medstar Isaac  
Isaac Klausnser, Medstar
  whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com   Sorry but I'm not able to find any delegate account with this name under our support@medstarmedia.com GoDaddy account.
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - OK. Checking in support@medstatmedia inbox.
whitney.zelig@gmail.com, Medstar
are email addresses :
info@summitprimarycares.com
and
contact@summitprimarycares.com

connected to the domain or the hosting Isaac Klausnser, Medstar Isaac ?
as we bought new hosting for them

I'm not even sure the guy who is hosting them right now knows we are doing this. We don't need to inform him, right? 
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com -

Sorry, but I can't say for sure as currently, we have access to neither hosting nor domain registrar of this website.

We don't need to inform him, right? 

If we get the DNS access. We don't need to.
But we will need to find a new host for emails as well as wpengine doesn't provide email servers.

We can host their emails in Google workspace or some other new host or we on our Sitegroun server as well.
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com -

please connect lead sheet to all forms

We already have all forms on the website connected with this leads sheet
https://docs.google.com/spreadsheets/d/1t9OxCJz9MldyKpKESMqLbwsUw7zsFL-YEcOvtEMY4ho/edit#gid=0

as well as set up highlevel ( pause till i can train ) M-F 8am-5pm

DONE. Below are the login credentials.

Login URL: https://app.medstarmedia.com
Username: summitclinicalservices1@gmail.com

Password: YoureCool2021#$
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac  
Good morning. 
I was gone for the day yesterday when this was created. 
DELEGATE access for this client was accepted by someone else and they did not update the spreadsheet. 
It is under then name MARK. 
I have updated list, client's spreadsheet. 
whitney.zelig@gmail.com, Medstar
it's the wrong domain :(
whitney.zelig@gmail.com, Medstar
hey Isaac Klausnser, Medstar Isaac  will we be able to connect lead sheet and high level still after we make the switch ( once I get the domain)
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  

Sorry didn't get you here. Do you mean to ask if both lead sheet and Highlevel will remain connected with the forms after the switch? If Yes.

Yes, I confirm. All forms will still remain connected to both of the services. 
whitney.zelig@gmail.com, Medstar nice thx
whitney.zelig@gmail.com, Medstar
Isaac Klausnser, Medstar Isaac I GOT IT!!!!

Yayay, it's in the medstar media's inbox! via jan blair 

Can we do it tonight? 
Hector Mota, Operations Manager at Medstar
Not sure how you got it first since the email did not seem to be opened. 
In any event, I have updated the Godaddy list 
It is under the name JAN. 
whitney.zelig@gmail.com, Medstar thx
whitney.zelig@gmail.com, Medstar
Hector Mota, Operations Manager at Medstar Hector i just clicked on it I didnt verify or anything, maybe Isaac did it?
Hector Mota, Operations Manager at Medstar
I did it... I verified it and have added it to the list. 
No worries. Glad you are also checking the updates inbox... 
Thank you. 
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - Great. Will do the switch.
whitney.zelig@gmail.com, Medstar thx!
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - I just checked in Godaddy. They have the NS pointed to their own hosting.

I can revert it back to GoDaddy and then point the domain to wpengine account but their email tied to this domain will go down.

We need to either ask the client for all required DNS records for the emails in their current host or we need to sign up to some new host for emails.

Please let me know. Thank you.
whitney.zelig@gmail.com, Medstar
Isaac Klausnser, Medstar Isaac  we will probably have to set them up with Gsuite, let me go to their office and check it out today 
whitney.zelig@gmail.com, Medstar
We are completely getting rid of the current developer who hosts them Isaac Klausnser, Medstar Isaac  so I am guessing we probably need to set them up with new emails, correct? 
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - Yes, in this case, we need to set them up with new emails.
whitney.zelig@gmail.com, Medstar
Isaac Klausnser, Medstar Isaac do i need to call their current marketer to ask which email addresses are connected? 
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com -

Yes, need to confirm the user accounts with the client or their current marketer.
Earlier you mentioned below two emails
info@summitprimarycares.com
contact@summitprimarycares.com

Also, we may not be able to export the old emails in these user account emails from their current service provider to Google workspace so I would recommend we confirm them regarding this as well.
whitney.zelig@gmail.com, Medstar
Isaac Klausnser, Medstar Isaac i know there emails are forwarding to their gmail accounts-

they didn't even know about these email addresses but when I sent tests they got it to their personal 
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - In this case, if they are not accessing their email directly from the above email inboxes. We can go ahead and set them up on a new service and create forwarders to their personal emails which they use.
whitney.zelig@gmail.com, Medstar
Ok let me tell client we will be charging his CC, or do we need to have him set it up Isaac Klausnser, Medstar Isaac  
Isaac Klausnser, Medstar
It would be good if client do this on their end as it will require phone verification while signing up.
whitney.zelig@gmail.com, Medstar
so i would help him set up a gsuite under his account Isaac Klausnser, Medstar Isaac  and then add you? not sure how to do this ? 
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - Once they have the account set up. You don't need to add me. Just provide the credentials along with recovery phone number and email.
whitney.zelig@gmail.com, Medstar
gotcha Isaac Klausnser, Medstar Isaac  
same for CRMC? not sure what we are doing there. 
Isaac Klausnser, Medstar
For CRMC they already have the G-suite account setup. We just need to get in and create new user accounts they are asking for.
whitney.zelig@gmail.com, Medstar
Should we set up a screenshare with them Isaac Klausnser, Medstar Isaac  seems like they're lost
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com - I was able to get in. She has just shared new credentials with us.
whitney.zelig@gmail.com, Medstar
hey Isaac Klausnser, Medstar Isaac  can we move over summitprimarycares tonight?
Isaac Klausnser, Medstar
Hey Kristabel, Medstar Kristabel Selena Vujatov, Medstar Selena - While reviewing the website. I noticed some issues on the website. Can you please help us fix them?

#1 Enable Ajax on all forms on the site.
#2 Please make the banner text more visible on the mobile version. Maybe add an overlay over the images.
#3 Make the team member's profile images appear above their titles on the mobile version on both about us and the homepage.


#4 Some links are missing from the mobile menu.
#5 I'm seeing this phone number 801-577-0958 on two different places on this page https://summitprimarycares.com/ketamine-therapy/ in the content area.
But I'm not seeing this phone number listed anywhere else on either of this client websites.
Hector Mota, Operations Manager at Medstar Hector - Can you please check and confirm these are the correct numbers for this particular service?
Selena Vujatov, Medstar
Isaac Klausnser, Medstar Isaac  I am on it
whitney.zelig@gmail.com, Medstar
Isaac Klausnser, Medstar Isaac  can we enable the high level as well? 
Selena Vujatov, Medstar
Isaac Klausnser, Medstar Isaac  I have made all changes except for the phone number on the Ketamine page.
Kristabel, Medstar 🥇
Isaac Klausnser, Medstar 👍 🥇
Hector Mota, Operations Manager at Medstar
Isaac Klausnser, Medstar Isaac
You have turned into an eagle hawk. Nice work.
I am not seeing any onboarding email about this client and no info on their spreadsheet.
On their site the number is  801-263-0717
It is also on their GMB.. Who added that number and where did they get it from?
Isaac Klausnser, Medstar
Hector Mota, Operations Manager at Medstar Hector - Thank you.

Who added that number and where did they get it from?

I'm not sure but it seems it got copied over from the content on the client's old website when our team added the content on the new website.
As I'm seeing this phone number on the client's old website on this same service page.


Old website backup copy -

https://summitold.wpengine.com/ketamine-infusion-therapy/

Login prompt credentials

demo / demo1234
Isaac Klausnser, Medstar
Selena Vujatov, Medstar Selena - Also I missed telling you earlier. We have made the website live here - https://summitprimarycares.com/.

Please make the changes here and not on development server. Thank you.
Selena Vujatov, Medstar
Isaac Klausnser, Medstar Isaac  I made changes on live website
Isaac Klausnser, Medstar 👍 thank you
Hector Mota, Operations Manager at Medstar Nice Job! 🥇✅
Isaac Klausnser, Medstar
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com

can we enable the high level as well? 

DONE
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.