Astera Cancer Care (formerly RCCA)

- Retainer - AM: Megan/Andrew

Set up Call with CallRail #advise

Assigned to
Leslie Hines, Healthcare Success Leslie H.
Due on
Notes
Heyooo Garrick Gaffney, Healthcare Success Garrick !

We had our first discussion with the new marketing team for Astera yesterday, and it turns out they use CallRail as well for tracking.

Do you know if it would be possible to transfer the account in any way to them?

Please let me know if you have any questions.

Thanks!

Celeste Ethington, Healthcare Success Celeste  

Comments & Events

Garrick Gaffney, Healthcare Success
Heyo! Absolutely, it's fairly easy to do. 

I need an email from the admin on their account approving the transfer, their account number, and the company/numbers that need to be transferred from our account. There is no downtime on the numbers during the transfer. 
Leslie Hines, Healthcare Success
oh, awesome! That'll be nice. Everything for them is under one account now, right? 

Do we need to dictate which numbers need to be transferred from our account? 
Garrick Gaffney, Healthcare Success
That's correct, it's all under Astera Cancer Care in Callrail. Yes, I need you to review all their numbers and see which numbers/names to transfer.

Now that I look at their account, I don't see any numbers they have to import over. They are just random website pool numbers and call extension numbers they can create on their end. But if they just don't want to have to create new numbers, then I guess we can have these transferred. Usually, it's the static promo numbers that are important for transferring over. We don't have any traditional numbers correct?
Leslie Hines, Healthcare Success
Hmmm, well I think the idea is to 1, not lose any data and 2. not to have to undo and redo the tracking numbers on the site. 
Garrick Gaffney, Healthcare Success
ok so, we'll just transfer them all for now. They will need to apply for the call extension numbers in their own Google Ads account. 

So please provide me then with approval to transfer the numbers over from the admin on Callrail for their new agency. And their account number. 

Thanks!
Leslie Hines, Healthcare Success
You got it! 
Celeste Ethington rescheduled this to-do
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Leslie Hines, Healthcare Success
Hi Garrick, Here's the information you requested:

Account #: 327-448-961
Leslie Hines, Healthcare Success
Leslie Hines completed this to-do.