🔥 Pending Tasks
Create info@bbmc104.com via Google Workspace. Laura has GoDaddy access to verify domain. This fixes the Yahoo spam problem too.
👤 Laura
📅 Jul 18
Build mortgage-specific business plan: HELOC tools, lead capture, nurture workflow, revenue tracking. All inside SFM CRM.
👤 Guy
📅 Jul 19
Ensure each company CRM is accessible from its website and vice versa. PHR, SFM, BBMC, Rx Spot all connected.
👤 Guy
📅 Jul 19
Laura needs to verify domain on GoDaddy and set up Google Workspace. Text sent to Laura 07/18 1:17 PM. FOLLOW UP if no response by 07/19 10AM.
👤 Laura
📅 Jul 19
Admin creates pricing tiers, sets product prices per tier, assigns med spas to tiers.
👤 Guy
📅 Jul 19
Ben to provide NuSo PBX login credentials for BBMC texting number. Needed before texting campaigns can start.
👤 Ben
📅 Jul 20
Ben providing BBMC PBX texting credentials. BBMC PBX is NOT on our NuSo account. Text sent to Laura asking about this.
👤 Ben
📅 Jul 20
Once PBX credentials are provided, wire the texting number to BBMC CRM so patient SMS works from the CRM.
👤 Guy
📅 Jul 21
Review and upgrade bbmc104.com website. Ensure it looks professional and connects to BBMC CRM.
👤 Guy
📅 Jul 19
Modernize CRM dashboard, war room, and homepage with wallboard vibe. Better colors, animations, data visualization.
👤 Guy
📅 Jul 20
Once texting credentials received, wire PBX to BBMC CRM for patient SMS messaging.
👤 Guy
📅 Jul 21
Add online appointment booking to bbmc104.com so patients can schedule online. Connects to BBMC CRM appointments table.
👤 Guy
📅 Jul 22
Build public-facing booking page where patients can self-schedule appointments online.
👤 Guy
📅 Jul 22
Build SFM business plan page in SFM CRM with revenue model, marketing strategy, growth targets.
👤 Guy
📅 Jul 22
Automated daily report at 6PM ET showing: new leads, closed deals, jobs completed, revenue, open tasks.
👤 Guy
📅 Jul 22
Claim and optimize BBMC Google Business Profile. Address: search Google for Boynton Beach Medical Center listing.
👤 Guy
📅 Jul 23
Claim and verify Google Business Profile for Boynton Beach Medical Center.
👤 Guy
📅 Jul 23
Auto-text patients 2 hours after appointment asking for Google review. Needs PBX texting live first.
👤 Guy
📅 Jul 24
New patient welcome email series (3 emails over 7 days). Needs Google Workspace email live first.
👤 Guy
📅 Jul 25
Show Pierre the live website, CRM, phone system, and patient booking. Get his feedback and confirm satisfaction.
👤 Ben
📅 Jul 26
✅ Completed