Set up a Seazona account today and flag the first case. ͏ ͏
͏ ͏ ͏
͏ ͏ ͏
͏ ͏ ͏
͏ ͏ ͏
|
Action:
Set up a Seazona account today and flag the first case.
|
|
We just signed up for a new account. Two things to do:
|
|
|
|
TODAY - CREATE THE SEAZONA ACCOUNT |
|
|
|
|
Practice: {{contact.company_name}}
|
|
|
Doctor: {{contact.doctor_name}}
|
|
|
{{contact.practice_state}} License #: {{contact.license_number}} (verify in DOH if needed)
|
|
|
NPI: {{contact.npi_number}}
|
|
|
Address: {{contact.practice_address_street}}, {{contact.practice_city}},
{{contact.practice_state}} {{contact.practice_zip}}
|
|
|
Email for Portal: {{contact.email}}
|
|
|
Phone: {{contact.phone}}
|
|
|
Region: {{contact.region}} Use {{contact.seazona_portal_url}}
|
|
|
Once the account is created, reply to this email with the Seazona Account# and
the Temporary Password. The Sales Assistant will enter those into GHL that
fires the doctor’s welcome email automatically.
|
|
|
|
WHEN THE FIRST CASE ARRIVES - PRIORITIZE |
|
|
When you see a case from {{contact.company_name}}/{{contact.doctor_name}} land on your desk, this is their first case ever.
Flag it ‘NEW ACCOUNT - FIRST CASE,’ move it to the front of the queue, and enter the same day. The whole team is watching for that
first delivery.
|
|
|
|
|
Sales Rep: {{contact.submitting_rep_name}}
|
|
Services They Want: {{contact.services_interested}}
|
|
Sign-Up Form Notes: {{contact.signup_notes}}
|
|
|
|
Questions?
|
|
Reply to this email or ping {{contact.submitting_rep_name}} directly.
|
|
|
|
|
|
|
|
|
|
|
|
Copyright © {{right_now.year}} Dentallab.com All rights
reserved.
|
|
|
|
