Onboarding Notes
Date: 9.8.22
Time: 8:30am
Attendees: VJ, WZ, Billy
OPENING MID-OCTOBER
Micro-Site/Website URL: (full website design) wellnessesity.life
Services:
-Emsculpt Neo
-IV Therapy
-Emsella
Notes:
Pre-Onboarding Notes:
website: letloosenj.com
Time: 8:30am
Attendees: VJ, WZ, Billy
OPENING MID-OCTOBER
Micro-Site/Website URL: (full website design) wellnessesity.life
Services:
-Emsculpt Neo
-IV Therapy
-Emsella
Notes:
Pre-Onboarding Notes:
website: letloosenj.com
-plan on opening 20 stores in the next 6 years. Wellness and aesthetics
-he was in care and couldn't get us access to everything
Domain:
-Go Daddy, created a new acct
letloosenj@gmail.com
wellnessesity.life
-we purchased with him on the call
-we have delegate access
Hector
Hosting:
-they currently have the let loose site on bluehost
-we are purchasing new hosting for them WP Engine. Vania will send him receipt
Google Ad Acct:
-they ran google ads before but the ad acct used was setup/owned by another marketing company.
- a google ad acct was definitely not setup under his pinnacle@ gmail. We checked
-he does not know the google ad acct number. We are tentative to start a new one and possibly get hit with circumventing event.
-Billy suggested starting a google ad acct under his partner's name and email. He says he's never run google ads before.
-this one was showing up under his gmail letloosenj@gmail.com (we checked) 529 576-8080
-we should wait to create an ad acct once the final domain is ready. then start the new smart campaign. And then we'll use the partners name, cc #, etc.
-in the future, we will need to verify his google ad acct
FB Ad Acct/Page:
-his gf started the business page for the business
- /letloosewellness page
-acct was restricted from advertising. We set up 2-step verification.
-updated payment method on FB ad account
-FB ad acct# 528204051011627 under his name Billy Atkinson
service #1-Emsculpt Neo- original content
-Go Daddy, created a new acct
letloosenj@gmail.com
wellnessesity.life
-we purchased with him on the call
-we have delegate access
Hector
Hosting:
-they currently have the let loose site on bluehost
-we are purchasing new hosting for them WP Engine. Vania will send him receipt
Google Ad Acct:
-they ran google ads before but the ad acct used was setup/owned by another marketing company.
- a google ad acct was definitely not setup under his pinnacle@ gmail. We checked
-he does not know the google ad acct number. We are tentative to start a new one and possibly get hit with circumventing event.
-Billy suggested starting a google ad acct under his partner's name and email. He says he's never run google ads before.
-this one was showing up under his gmail letloosenj@gmail.com (we checked) 529 576-8080
-we should wait to create an ad acct once the final domain is ready. then start the new smart campaign. And then we'll use the partners name, cc #, etc.
-in the future, we will need to verify his google ad acct
FB Ad Acct/Page:
-his gf started the business page for the business
- /letloosewellness page
-acct was restricted from advertising. We set up 2-step verification.
-updated payment method on FB ad account
-FB ad acct# 528204051011627 under his name Billy Atkinson
service #1-Emsculpt Neo- original content
- Budget: 2000 per location (4k total)
- Platform: GOOGLE
- Promo: $600 off New Client Special
- Disclaimer: *New Client special. Discount off the purchase of a full treatment plan, package of 4-6 sessions.
- Targeting: Wyckoff, Closter
- Notes:
service #2-IV Therapy- original content
- Budget: 1500
- Platform: GOOGLE
- Promo: $50 off New Client Special
- Disclaimer: *New Client special. Discount off a minimum purchase of $150
- Targeting: Wyckoff (10+ miles) and Closters
- Notes:
- Budget: 1000
- Platform: FACEBOOK
- Promo: $50 off New Client Special
- Disclaimer: *New Client special. Discount off the purchase of a full treatment plan, package of 4-6 sessions.
- Targeting: miles, Edgewater 20-25 miles away. Closest big city is manhattan. Alpine nearby high income demo. 10+ miles
- Notes:
service #2-Emsella- original content
- Budget: $1000
- Platform: GOOGLE
- Promo: $600 off New Client Special
- Disclaimer: *New Client special. Discount off a package purchase of 6 treatments.
- Targeting: Wyckoff (10+ miles) and Closters
- Notes:
Info Gathered:
Website URL: wellnessesity.life
Micro-Site URL: tbd
Domaine Registrar: godaddy, we have delegate access
Hosting: wpengine, we will set up for them
Google Adwords ID:
Website URL: wellnessesity.life
Micro-Site URL: tbd
Domaine Registrar: godaddy, we have delegate access
Hosting: wpengine, we will set up for them
Google Adwords ID:
Google Analytics:
Google My Business: needs to make a new one for wellnessesity
Facebook Page: /letloosenj
FB Ad ID: # 528204051011627
Main Phone Number: Closters, ask in follow up email for number. He's setting in up now
Contact 1: Billy Atkinson
Office Location: Closters (open now), Wyckoff (opening next month, 2nd week of October)
Financing: Cherry (tbd)
Following Treatments Free Consults:
Awards & Recognitions for Campaign Pages:
Lead notifications: for now letloosenj@gmail.com, we will email and link him with Isaac to set up gsuite.
Website desired Aesthetic: met with Ivonne 9/14/22
Google My Business: needs to make a new one for wellnessesity
Facebook Page: /letloosenj
FB Ad ID: # 528204051011627
Main Phone Number: Closters, ask in follow up email for number. He's setting in up now
Contact 1: Billy Atkinson
Office Location: Closters (open now), Wyckoff (opening next month, 2nd week of October)
Financing: Cherry (tbd)
Following Treatments Free Consults:
Awards & Recognitions for Campaign Pages:
Lead notifications: for now letloosenj@gmail.com, we will email and link him with Isaac to set up gsuite.
Website desired Aesthetic: met with Ivonne 9/14/22
New client: new website plus content, they will start with two locations in nj. They also have stretch therapy in addition to emsculpt, they have the traditional but going to upgrade and get emface. Billie is the boss. He just got engaged. He has a cool older partner (see the GhL ) notes. They will run ad campaigns.
His website is letloosenj
Fyi he paid half up front so make sure to collect other half prior to launch or remind me to discuss with him.
changed name to well
SEND FOLLOW-UP EMAIL 9.14.22
We need access to hosting.
schedule a call two weeks from now
new email address for leads?
financing?
free consults?
Good morning.
Is this under William Atkinson?
If so, I have secured DELEGATE access now. I will update spreadsheet and let Isaac know.
Thank you.