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Account Setup

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  • Finding Business Type Information (LLC, Corp, etc.)
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Advanced Tools and Integrations

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  • Manage Funnel Payment Methods
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Body Sculpting

24
  • RF Permanent Fat Reduction – BS
  • Neveskin Tone – BS
  • Infrared Light Therapy – BS
  • RF Skin Tightening – BS
  • Treatment Contraindications – (Funnel BS – Booking)
  • Styku 3D Body Scan – BS
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ClickUp

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  • Use internal tools to gather Business Profile information
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Client Communication

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  • CSM – Revenue Tracker Guide
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Client Success Managers

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  • CSM – Updating ClickUp for Newly Launched Campaign
  • CSM- 📬Sending the Client Launch Email
  • CSM – What to Do When a Campaign Goes Live
  • CSM – How to Pull an Ad Spend Report
  • Granting Access to a Client’s Business Manager
  • CSM – AC Billing Walkthrough
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Facial Aesthetics

21
  • 3D PEAR Imaging System – FA
  • Tetra CoolPeel Facial – FA
  • Treatment Contraindications – (Funnel FA- Booking)
  • Venus Versa – BS
  • Fusion Jet Plasma – FA
  • VI Peel Facial – FA
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Getting Started

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  • Client Onboarding Checklist
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