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The ZO Skin Centre Dallas - www.dallasskincentre.com

Website Design & Development * Digital Marketing Set Up Service * 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

✔ Client no longer active

Hector M. added this on
Completed by Hector M.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Isaac Klausnser, Medstar Isaac K.
Due on
Notes
Isaac Klausnser, Medstar Isaac  
as per our email conversation, The ZO SKin Centre is no longer active. 
I have 
-update all sheets
-turn off all campaigns
-deleted popup from OptinMonster
- pause all conversion tags on GTM


Isaac, you will need to take care of the following:

change GHL password (change on January 1st)
turn off zaps
release Twilio number (release on January 1st)
- remove client access from the leadsheet + please download the leadsheet DO NOT SEND IT, just save it. (remove on January 1st. 

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Thanks.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Isaac Klausnser, Medstar Isaac  
just reminding you of this task that is due today. I have taken care of my part. Please let me know once you are done with yours. 

Thank you. 
Ivonne Ackerman, Medstar Thank u!
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Hector Mota, Operations Manager at Medstar Hector - Yes. This has been done.
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - Since the tracking phone number has been deleted. Do we need to replace the phone numbers on the website with their own office phone numbers?
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Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac  no, but thanks for asking. They probably won’t use the site anymore.
Notified 2 people
Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - It's hosted on our server. If client wouldn't be using it anymore. Should I created a local backup copy and delete it from the server?
Notified 2 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Isaac Klausnser, Medstar Isaac  in this type of situations, we would need to wait 5 months, before doing that. Is there a way you can set a deadline to accomplish this in June 1? 
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Isaac Klausnser, Medstar Isaac Klausnser
Ivonne Ackerman, Medstar Ivonne - OK. Got it. Will do.
Notified 2 people
Isaac Klausnser rescheduled this to-do
Was
Now
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Good morning Isaac Klausnser, Medstar Isaac and Ivonne Ackerman, Medstar Ivonne
So rather than to keep this client BC3 folder active for another 5 months, I am going to create a new and separate task on Medstar all clients folder. This way, we can take care of it and not have this client showing up as still active and causing any confusion.

Task is now here -

Client no longer active - Medstar Team

Thanks. 
Ivonne Ackerman, Medstar thank u!
Isaac Klausnser, Medstar 👍 thanks
Notified 2 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.