Things to get from Steve

• [ ] Contract will be sent during / after call -Deposit ($500 today - $2000 on April 30, $2500 on May 30 — — deferred monthly $149 until July)
• [ ] Instagram credentials and / or Meta Business
• [ ] GBP? (we can set up for him)
• [ ] GoDaddy delegation
• [ ] What email system (vendor) are they using??
• [ ] What email address to send notifications to?
• [ ] Legal Entity Name
• [ ] EIN
• [ ] Does he want fully integrated GHLSoftPhone, SMS? $40 setup, about $10 a month ongoing (need credit auth)

MEETING NOTES:

• will sent IG login

• set up FB and meta business suite - once IG credentials are obtained

• set up GB - once we have entity and phone number

• Chad will know email used to set up for GoDaddy

• using Microsoft for email

• use [email protected] for notifications

• Legal name: Flex Unit Pro (operating under Intersect) -

  • no EIN - Meeting will be mid-May to discuss with accountant/attorney

  Will want local number

  For GHL - steve@, chad@ and info@