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Total Body Aesthetics - www.totalbodyaesthetics.com - EM

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 MedstarJudi Vallano, Medstar +1 others
From the list: Digital Marketing Campaigns & Set Up

✔ Send client link to Lead Sheet

Hector M. added this on
Completed by Hector M.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M.
Notes
Subject -
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 us and we will gladly respond to your inquiries. 

Thank you,
Medstar Media

Comments & Events

Nicol Razon, Medstar Nicol Razon
Jessica Marino, Digital Marketing Coordinator at Medstar Jessica , Hector Mota, Operations Manager at Medstar Hector - Good Morning! Am I correct in assuming that I will be sending this email out from now on?
Notified 1 person
Jessica Marino, Digital Marketing Coordinator at Medstar Jessica Marino, Digital Marketing Coordinator
Nicol Razon, Medstar Nicol  -- I haven't seen this before so I am not 100 percent sure...I will touch base with Vania. Thanks!
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Received notice from team that lead sheet for client {Total Body Aesthetics - www.totalbodyaesthetics.com - NR} was now ready. Began preparing task to send (Total Body Aesthetics Lead Sheet) to the client. Posted it on their BC3 files and folder. Made edits to lead sheet, provided access to client at email: info@totalbodyaesthetics.com and sent invitation.


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Nicol Razon, Medstar Nicol Jessica Marino, Digital Marketing Coordinator at Medstar Jessica  
I was the one who sent the leadsheet to the clients. I am seeing that the client already has access. However, when you send out the leadsheet, please send it out from the Support Inbox.. Include the link to the leadsheet in the email. 

See sample of my email below.. 
 
Also, please follow up in this task so it is marked done. 
Lastly, you will then need to post the leadsheet on the client's BC3 folder so that is easy accessible to everyone else. And for easy access. 


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Notified 2 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.