Whole Body Solutions - Dr. Ann D.

www.wholebodysolutions.org | https://wholebodyboston.com/ This is for a client who already has a website we can use that we just need to optimize.

Set up High Level ( if requested or needed) & send this infographic

Assigned to
Isaac Klausnser, Medstar Isaac K.
Due on
Notes

Comments & Events

Vania J, Medstar
Isaac Klausnser, Medstar Isaac  there is one pop-up and it should be done by now. Can you just create the login/sub-acct for now?
Isaac Klausnser, Medstar
Vania J, Medstar Vania - I just checked but couldn't find any popups for this website in our Optinmonster account.

So to confirm. Do we only need to connect the popups on this website with the GHL and not the GFs?
Hector Mota, Operations Manager at Medstar
Thanks Isaac. I have updated the spreadsheet. 
Vania J, Medstar
Isaac Klausnser, Medstar Isaac do we have any more info about the pop-ups or forms being connected? I'm sending them a request to train today.
I had noted down Emsculpt NEO, Emsculpt and Emsella. But in pop-ups I see only one for https://wholebodyboston.com/emsculpt-neo/ so I think that's all we're connecting for now.
Isaac Klausnser, Medstar
Vania J, Medstar Vania - All the popups and GFs are connected with the leadsheet. Should I go ahead and connect them with the automated campaign in their GHL?
Yes, they have only one popup at this time.

whitney.zelig@gmail.com, Medstar whitney.zelig@gmail.com and Jonnamae Jumawan, Medstar Jonnamae -  Should be able to confirm on the popups if they will be having more popups on this website.
Vania J, Medstar
Isaac Klausnser, Medstar Isaac  they have finally been trained and are ready to go live! please go ahead and connect all popups and GFs with the automated campaign in GHL. Also, I added a 2nd and 3rd attempt automatic text and an email template for all services in the templates. Can you add these to the core campaign with the usual settings? thanks!
whitney.zelig@gmail.com, Medstar galaaa
Isaac Klausnser, Medstar
Vania J, Medstar Vania - DONE
Vania J, Medstar
Sydney Metz, Client Success Manager  Sydney please add a 4th attempt (10-day) text template and a 2nd email template and let Isaac Klausnser, Medstar Isaac  know to add to auto-text campaign(s). Thanks!
Sydney Metz, Client Success Manager  Done
Vania J, Medstar
Isaac Klausnser, Medstar Isaac can we set up the "no show" campaign as we did for NV medical?

Please create a trigger sequence that when a lead gets moved into the NO SHOW stage the then get moved into a campaign sequence to receive 3 texts. One at 3 days after being moved in, 7 days after being moved to no show, and then 10 days.

Templates to use below;

3 Days:
Hi {{contact.first_name}}, this is the Whole Body Solutions. We would like to assist with rebooking your consultation appointment for {{contact.service_of_interest}}.

Please reply to this text with your preferred dates and times.
Thank you!


7 Days:
Hi {{contact.first_name}}, this is the Whole Body Solutions. Please rebook your consultation appointment at your earliest convenience to ensure that your {{contact.service_of_interest}} new client coupon does not expire.

Please reply to this text with your preferred dates and times.

10 Days:
Hi {{contact.first_name}}, this is the Whole Body Solutions. To continue receiving appointment reminder texts, please reply with YES.

If you would like to reschedule your consultation appointment, please let us know your preferred dates and times.
Isaac Klausnser, Medstar
Vania J, Medstar Vania - DONE
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.