✔ Send client Request for Assets/ onboarding email
Completed by Hector M.
- Assigned to
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Hector M.
- Notes
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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 RegistrarPlease 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 AccountIf 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 accessPlease 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 NumberPlease 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 Managerplease 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 AnalyticsPlease 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 WebmastersPlease provide support@medstarmedia.com full admin access. Click here to learn how to provide access>If you don't have a Google Webmasters account we will help set one up.Facebook Page and Facebook Ad AccountIn 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
Business Information
What is your legal business name, entity type (corporation, LLC, etc.), and EIN (employer identification number)? This is for A2P compliance (Business Caller ID)
Willow Aesthetics and Chill at Willow are the two DBA's. Both under Laser Lab Skincare Clinic, PLLC.
EIN: 81-2239460
Can we get a list of the key players, their roles, and cell phone numbers?
Megan Haworth (owner) 210-748-1577 megan@willowsa.com
Brian Haworth MD (medical director) 210-488-2290 bhaworthmd@gmail.com
Christine Gammage 209-658-2796 practice manager christine@willowsa.com
Natalie Zuniga 210-274-4466 assistant manager/patient care coordinator natalie@willowsa.com
Which email(s) to send lead notifications to? hello@willowsa.com
Can you provide us with the number we can forward calls to? (210) 807-3039 Chill at Willow
Which staff members will be in charge of booking appointments? Katie and Natalie will be working leads
Online Advertising Asset Information
I will work on getting the information below ASAP
Website: Please provide us admin access to your website, domain registar and hosting provider.
META (Facebook / Instagram) Access: Please provide access to your Facebook Business Page and Ad account ID number.
Google Ads Account: Please provide us the Google Ads ID number
Google Analytics: Please provide go@medstarmedia.com full admin access.
Google My Business Access: Please provide support@medstarmedia.com owner or manager access.
Please reach out to us if you have any queries before the call. The sooner you provide us with the necessary information, the sooner we can launch your campaign.
We are super excited to work with you! We will take great care of you.
Hector Mota completed this to-do.