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Account Setup

1
  • Finding Business Type Information (LLC, Corp, etc.)
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Body Sculpting

8
  • T-Shape 2 – BS
  • Cavi Lipo – BS
  • RF Fat Reduction with EvolveX – BS
  • RF Permanent Fat Reduction – BS
  • EMS Muscle Toning – BS
  • Cryo Slimming Permanent Fat Reduction – BS
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ClickUp

1
  • Use internal tools to gather Business Profile information
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Client Communication

1
  • CSM – Revenue Tracker Guide
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Client Success Managers

19
  • 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

6
  • Mini Hydrating Facial – FA
  • Laser Face Treatment – FA
  • Dermaplaning Exfoliating Treatment – FA
  • Microneedling – FA
  • triLift™ – FA
  • Cool Facial – FA
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Getting Started

1
  • Client Onboarding Checklist
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GoHighLevel

8
  • Step-by-Step: Fixing Your Map GHL
  • Control Page Visibility: Sections & Elements
  • GHL Setup Funnel and Website
  • GHL Sub-account Domain Set Up
  • A2P Request: GHL sub-account
  • Unlock Calls in GHL: New Sub-Account Phone Config
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