✔ Send client link to Lead Sheet
Completed by Hector M.
- Assigned to
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Hector M.
- Notes
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Here's the lead sheet for your website!
Hi ((Client))
The following Google Docs link is for a spreadsheet we have created to help you keep track of your leads and keep them organized. We have also sent you an invitation notice via email. This spreadsheet gets automatically updated when a customer fills out a request for a consultation on your website.
It is recommended to use two separate emails associated with the domain name of your site. One for "FROM" and another one for "TO" field. This in order to make sure the email gets delivered correctly into clients/customers inbox.
Please do not edit any of the grey fields as they are automatically connected to the forms. The green areas to the right are good to edit, and we encourage your staff to use this lead sheet to keep track of the progression of leads. If you have any questions please reach out. To schedule a front desk training with Vania, follow the Calendly link here https://calendly.com/Vania-medstar/front-desk
Also, here are some additional Front Desk training guides for your staff on Coolsculpting.Thank you,
Medstar Media
Their leadsheet has been done now.
You can always see it under the Re: set up lead sheet - Thin Sculpting - www.thinsculpting.com task. and the files and folder once done.
In any event, I am sending it to client now...
Here's the link.
https://docs.google.com/spreadsheets/d/1wO2jXoTRDBDfwXXfDc2T-n5MeMQNDf0bSq_oJr28chI/edit#gid=0
Received leadsheet from team, posted on their BC3 files and folder. Made edits to leadsheet, provided access to client { Thin Sculpting } at email: patricia@thinsculpting.com, caitlin@thinsculpting.com and sent invitation. Also updated columns, added colors, froze view at the top. Also sent client email with lead sheet protocols, front desk training material.