The Studio Medspa - www.thestudiomedspa.com- NR

This is for a client who already has a website = Campaign Set- Up Service, Campaign Management Service, Website Optimization, Optimize CoolSculpting page • Client Success Manager: Sydney

Set up Highlevel

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Hey Isaac Klausnser, Medstar Isaac Can we please set up Highlevel for this client for Laser Hair Removal, CoolSculpting, and their contact page. They are okay with texts being sent from 8am-8 pm Sunday-Monday.

Vania J, Medstar Vania  When Isaac is done, please set up a meeting with Sarah Stillman.

Comments & Events

Vania J, Medstar
Amy Van Deusen Amy  you got it dude
Isaac Klausnser, Medstar
Amy Van Deusen Amy - OK. Will do.
Isaac Klausnser, Medstar
Amy Van Deusen Amy Vania J, Medstar Vania - Here you go

Login URL: https://app.medstarmedia.com
Username: Info@thestudiomedspa.com
Password: YoureCool2021#$

Please confirm once the client has been trained. Will make the campaign LIVE. Thank you.
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  thanks! Just waiting for them to pick a training time for next week. I'll let you know when to make the acct live. :)
Isaac Klausnser, Medstar 👍
Hector Mota, Operations Manager at Medstar
Vania J, Medstar Vania  
Hello. 
Have they been trained already?
Vania J, Medstar
Hector Mota, Operations Manager at Medstar Hector  they rescheduled for next week. third time rescheduling lol
Hector Mota, Operations Manager at Medstar
Good morning Vania... 
3rd time's a charm... we hope! 😊🤞
Vania J, Medstar 😂
Hector Mota, Operations Manager at Medstar
Vania J, Medstar Vania and whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com  
Sarah wants to finally meet with you on this Highlevel training. She told Chris she would jump on a meeting you with to do so. Please reach out to her to get this going. 
Thank you. 
Vania J, Medstar
Thanks! I saw that email come through. I sent her an email.
Vania J, Medstar
Isaac Klausnser, Medstar Isaac they are trained and finally ready to go LIVE!
Let's use similar templates to the ones I just wrote for sugar & hive for the text message automation. They're geographically located across the country so it should be safe. 

In the Core campaign you can set up texts to go out Mon-Sun per Sarah's request. 

1st text:
Hi {{contact.first_name}}, this is The Studio Medspa. We would be happy to provide you more information about {{contact.service_of_interest}}. Let me know a good time to call you back. Or you can book your complimentary consultation online at https://www.myaestheticspro.com/booknow/index.cfm?919BD530A56B1BD25A366D2DEE6D5D52


2nd text:
Hi {{contact.first_name}}, this is Amanda with The Studio Medspa. What area were you interested in treating with {{contact.service_of_interest}}?


3rd text:
Hi, this is Amanda with The Studio Medspa. Did you know that we offer O% financing for {{contact.service_of_interest}} treatment packages? Click the link to find out more https://thestudiomedspa.com/financing/
Isaac Klausnser, Medstar
Vania J, Medstar Vania - DONE
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  Hi! The client says they are seeing new leads on the leadsheet but not in the texting app. Can you check?
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  thank you!
Vania J, Medstar
Isaac Klausnser, Medstar Isaac so ongoing issue with this HL acct/form.
Our secret shopper input a lead on this form (she sent pic) and I dont see her lead on the leadsheet or the texting app and her report says she didn't receive any automatic texts. Can you look into it? Is the form not connected?
Isaac Klausnser, Medstar
Vania J, Medstar Vania - I just tested the form on my end and it successfully sent the data to GHL.


It came in the leadsheet as well.


Can you please ask her what details she used while doing the test?

Moving forward. We should ask this same question to every client or team member if they report missing leads in GHL or Leadsheet or any other service as this way we can quickly find the exact issue.
Vania J, Medstar 👍
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.