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Account Setup

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

14
  • Zerona Laser – BS
  • Cryo-Lean 360 – BS
  • Ballancer Pro – Lymphatic Massage -BS
  • EndoSpheres BODY – BS
  • Laser Lipo – BS
  • Vacuum Therapy – 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

11
  • Cryo Facial – FA
  • Facial EndoSpheres
  • ‘Tox (Botox) – FA
  • ‘Tox Lip Flip – FA
  • LED Facial – FA
  • Mini Hydrating 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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