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Waters Edge Medical Clinic - www.watersedgemedicalclinic.com - HM

Chris will discuss details during CAG
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
From the list: Client Onboarding

✔ Send client Request for Assets/ onboarding email

Hector M. added this on
Completed by Hector M.
Assigned to
Hector Mota, Operations Manager at Medstar Hector M.
Notes
Please answer the questions below and provide access to your online accounts. If you do not have access to the accounts below we will help you access them or set up new ones on your behalf during the onboarding call. 

Which email(s) to send lead notifications to?

What is the best phone number to route lead calls to?

What is the maximum monthly media budget per campaign we can use to promote you on Google Ads & Social Media Ads? 

Domain Registrar
Please provide us access to wherever your domain name was purchased. Godaddy is an example of a domain registrar. Click here to find out your registrar>
Hosting Account
If you have access to your website hosting (example: bluehost.com, godaddy.com,wpengine) please provide login or Cpanel access. Click here to find out your hosting provider> 
Website access
Please provide us admin access to your current website. You can send us your login or add support@medstarmedia.com as an admin. If your website is Wordpress you can click here to learn how to provide access>
Google Ads Id Number
Please send us your Google account Id number so we can request access. Click here to learn how to provide access> 
If you don't have a Google Ads account we will help set one up. 
Google Tag Manager
please provide support@medstarmedia.com full admin / publish access. Click here to learn how to provide access>
If you don't have a Google Tag Manager account we will help set one up. 
Google Analytics
Please provide support@medstarmedia.com full admin / publish access. Learn how to provide access here>
If you don't have a Google Analytics account we will help set one up.
Google Webmasters
If you don't have a Google Webmasters account we will help set one up. 
Facebook Page and Facebook Ad Account 
In order to run ads on Facebook and Instagram we need access to your Facebook Business Page and your Facebook Ad account. All you need to do is login your personal Facebook page and watch this video.

Comments & Events

Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com and Vania J, Medstar Vania  
The Dev team is almost done with their work and we still do not have any onboarding of this client. I need to know where the leads will be going to, etc. 
Can you please let me know the status of this?
Thank you ladies. 
Notified 1 person
Vania J, Medstar Vania J
well...I havent been introduced to them yet. Ivonne Ackerman, Medstar Ivonne  may know more
Notified 3 people
Ivonne Ackerman, Medstar Ivonne Ackerman
Hector Mota, Operations Manager at Medstar Hector  we still have a long ways to go with this client. We're just working on the design. We'll be sure to let you know more. Thanks for checking!
Notified 3 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Okay, thanks for the update Vania and Ivonne. 
Ivonne, Kristabe is asking me about the leads notifications email address. She is already working on the forms it appears. 
It is always good to have the email early. 
Notified 3 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Awesome, thank you Ivonne. I will update the spreadsheet and tasks out where applicable, send client access, Hi@medstar task, etc. 
Ivonne Ackerman, Medstar Thank u!
Notified 3 people
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.