Patchogue Dental Services, PC

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    BILLING ADDRESS

    Profile ID: 100095




    Specialty: Sub-Specialty:  Package:  Related: Accounting: Deals:

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    Start Cancellation







    Account Closed 
    Notes | 2015-12-23 | Danny | #42852 |

    Dr was transferred to me from Chandra. Wanted to a refund for the Adwords that was charged 2 days prior to his official cancellation. Explained to dr that we can continue to finish up the biling cycle since it was paid. Our cancellation policy requires phone or email (written notice). Dr understood and stated that the new company is doing marketing and did not want to pay 2 places. Dr will get back to me, in the meantime, we have paused the Adword and closed out the account until further notice (finish up adword campaign for billing cycle).


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    Cancellation closed
    Task: Technical | 2015-12-14 | Chandra | #42445 |

    Doctor called to cancel out account – Danny ok’d to proceed. Please unlock domain and send EPP code to isayeddds@aol.com. A Djdara Jackson may be contacting us from Business Solution to assist with the transfer.


    2015-12-16 | catherine.c
    Ticket has been completed. Closing ticket.
    2015-12-15 | catherine.c
    domain unlocked and transfer out initiated.

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    Please Call closed
    Task: Sales | 2015-09-22 | Chandra | #38681 |

    Doctor says his ads are not showing, I checked on the preview tool and he is showing up for his keywords. Please call to discuss 631-758-6689.


    2015-12-02 | danny.n
    client called again today, been back/forth with him for the past 30 days. dr expects to be on 1st page organically (currently 3rd page for what he is paying. reiterated many times that what he's paying is for Ad which he is showing. Dr has been threatening to cancel and go to another company. I have made changes to his site updating content and metatags but told him it is not guaranteed. he wanted me to tell him exactly where he'll be if we make these changes. Dr is very irrational. he said he'll give it another 2 weeks, if he s not on 1st page, he is switching company. i told him i respect his decision but he will have the same issue
    2015-09-25 | danny.n
    Ticket has been completed. Closing ticket.
    2015-09-25 | danny.n
    called. lm. sent email with the Ad print screen and assurance it is there. explain potential issues why it doesn't show.

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    Monthly Fee Increase Update 
    Accounting | 2015-08-10 | Chandra | #36747 |

    Adjusted monthly fee –
    $29 > $49 for web


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    FTP – Robot closed
    Task: Website | 2015-06-22 | Justin | #33977 |

    Can you please log onto FTP and add the following lines to the end of the robots.txt file:

    User-agent: ia_archiver
    Disallow: /

    Important for you to FLUSH CACHE in wordpress after the changes have been made.


    2015-06-29 | justin.n
    Ticket has been completed. Closing ticket.

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    Marketing Statistics closed
    Tasks | 2015-06-15 | Justin | #33626 |

    Need the stats. Dr is calling asking about his marketing


    2015-07-07 | danny.n
    Ticket has been completed. Closing ticket.
    2015-06-16 | justin.n
    Called client - sent him how to delete his Google+ Profile listing - avoided all conversations regarding his marketing and design change recommendation - just talked about his Google+
    2015-06-16 | danny.n
    sent dr a print screen of his 1st page placement, along with his G+ which has poor reviews. Gave him suggestions on getting better reviews and also to do a design change. advised dr to contact Justin for quotes. Explained to dr that his marketing campaign is effective but the conversion rate is low which can be increased with a design change. showed him our gallery sohe can see the difference.
    2015-06-16 | danny.n
    Last month, you have had over 1,400 "impressions" and over 110 "clicks".

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    Design Change Estimate 
    Sales | 2015-05-12 | Justin | #32188 |

    1st page of Google – has marketing with us – better convert patients

    Design from Scratch: 2 payments of $999
    Design from Gallery: 2 payments of $499


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    Fix Menu closed
    Tasks | 2015-04-27 | Olivia | #31701 |

    Fix menu. Text does not align on Chrome Browser


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    Remove Legal Notices closed
    Tasks | 2015-04-23 | Justin | #31446 |

    Remove anything that says “legal notices” any links and/or pages throughout website.


    2015-06-11 | justin.n
    Ticket has been completed. Closing ticket.
    2015-04-28 | justin.n
    Please remove "Terms of Use" throughout website

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    Convert to Managed WordPress closed
    Tasks | 2015-04-20 | Olivia | #31070 |

    Hi Brijesh,

    I’ve created a managed wordpress with our tempsite with the following credentials
    username: developer100095
    password: }a*c44DVcsC86e2
    (You can find FTP on the left of this comment)

    FTP for current HTML site:
    host: 166.62.39.134
    username: websitesvps
    password: 166!banhmi063
    port: 21


    2015-04-21 | olivia.l
    FTP for current HTML site: host: 166.62.39.134 username: websitesvps password: 166!banhmi063 port: 21
    2015-04-21 | olivia.l
    New Site DB: URL: https://p3nlmysqladm001.secureserver.net/wp/166/index.php Username: m2082573650895 Password: bWrpWN6}t
    2015-04-21 | developerbrijesh
    Please provide old site database backup and new site database excess. Otherwise we can put the functionality but not the post and setting on the admin.

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    Conversion from HTML to WP closed
    Tasks | 2015-04-13 | Belinda | #30746 |

    Please convert to WP.

    When completed, let Dr. F know about site being converted for Marketing purposes.


    2015-04-27 | olivia.l
    Website has been converted to WP. Just had a minor issue with the menu that the developers are working on. See task above.
    2015-04-20 | olivia.l
    On Friday I tried to upload the info via. yummy ftp but there was a file permission issue. I was working with belinda to resolve it but there is something blocking the installation. Trying to setup through filezilla now
    2015-04-15 | olivia.l
    Company is switching over from MAC server to iCloud. Computer is not fully synced and there is a file permissions issue with the FTP that won't allow the tempsite to be installed. Project has been delayed.

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    Please Turn Website Back Online closed
    Tasks | 2015-04-13 | Justin | #30743 |

    Client is currently paying monthly – we need to get the website up ASAP so Dr. F can start his marketing campaign again

    It appears after speaking with Danny that the website for whatever reason was down recently because Adwords would notify us


    2015-04-13 | belinda.t
    "Uncancelled" the account and put the HTML version of the site back online. Will convert if client does not want to do a DC.

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    Potential Design Change & Adwords Increase 
    Sales | 2015-02-12 | Justin | #27663 |

    Spoke with Dr. Sayed – had a long & good conversation with him – addressed the issue – told him the solution and placed things into perspective for him regarding website design change, how long he had the website, what other doctors are doing, his promotions, & how to get more google reviews – dr was upset why it is $999 for a design change – told him how it would benefit & is a good investment to convert patients with his marketing – he seemed to understand.

    Addressed to him that after he does what I recommend, his next phone call won’t be “I don’t see any results with the marketing” but he will this time say “Justin, I want more patients” and that is where we will increase adwords.


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    Phone Call closed
    Tasks | 2015-02-12 | Leanne | #27647 |

    Dr. Sayed called in regards to his marketing. He pays $400 a month but has not seen any results from it (as in getting new patients)
    He hung up too fast for me to ask for his number. (631)758-6689


    2015-02-12 | justin.n
    Issue has been resolved (please see note)
    2015-02-12 | danny.n
    Justin's client so had a meeting with him on how to approach this client explaining to him the stats and solution which is to do design change.
    2015-02-12 | sean.f
    Please call client to discuss
    2015-02-12 | sean.f
    This client has both of your names, but anyways, I checked his ads, they are showing fine (see attached) during the last 7 days his ads had 12,436 ad view (impressions) and 68 clicks. He should increase his budget to show higher and get more search clicks. Thx
    2015-02-12 | chandra.t
    I noticed his promotion on the home page is expired, can you mention it when you speak with him.

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    Adwords Increase 
    Estimates | 2014-12-11 | Justin | #25875 |

    Spoke with dr – asked about viewing his adwords account upon request in regards to clicks – told him I can probably go over that with him – wants to increase adwords – wants to target other cities as well – ordered via phone


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    Please Restart Marketing closed
    Tasks | 2014-12-10 | Justin | #25869 |

    Client increasing from $200 to $400/m – Client wants to add Holbrook, Medford, Holbrook for targeted location as well

    Can you please add display ads for increased exposure as well? They will want to see stats at upon demand


    2014-12-11 | yutis.s
    Reactivated OM, allocated a part of budget for display & added Holbrook & Medford to targeted locations. Please notify DR.
    2014-12-11 | yutis.s
    Reactivated OM, allocated a part of budget for display & added Holbrook & Medford to targeted locations. Please notify DR.
    2014-12-11 | justin.n
    Chandra set a task for belinda to turn on the website
    2014-12-11 | yutis.s
    I can't do OM without a website
    2014-12-11 | yutis.s
    Their website is down
    2014-12-10 | justin.n
    Increased from $200 to $400/m

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    Re-activate Website closed
    Tasks | 2014-12-10 | Chandra | #25863 |

    Doctor paid past due, account current. Please re-enable site.


    2014-12-11 | dawn.m
    -website is now up and running.
    2014-12-11 | justin.n
    Yes, please reactivate the recurring fees for their website as well
    2014-12-11 | yutis.s
    Justin, should I reactivate their website monthly then?
    2014-12-11 | yutis.s
    belinda please let me know when website is reactivated

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    Updated CC 
    Accounting | 2014-12-10 | Chandra | #25850 |

    Doctor updated CC over phone, paid past due.


    2014-12-10 | chandra.t
    Danny approved 1 month waived, recurring resumes 01/20/15 $29 (web).

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    Please Cancel closed
    Tasks | 2014-12-01 | Chandra | #25322 |

    Numerous attempts to pay past due balance. Please disable site.


    2014-12-02 | dawn.m
    -website files downloaded and site disabled. -auto-renew turned off and domain unlocked
    2014-12-02 | dawn.m
    -should cancellation task be activated?

    Leave a Comment:




    Past Due 
    Accounting | 2014-07-23 | Chandra | #22173 |

    Email past due $229


    2014-11-25 | chandra.t
    LM with Joanna that site will go down.
    2014-10-17 | belinda.t
    Should site still be active?
    2014-09-18 | chandra.t
    Mail invoice
    2014-08-29 | chandra.t
    LM with Joanna
    2014-08-22 | chandra.t
    Email/mail invoice $458

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    Pause OM closed
    Tasks | 2014-07-22 | Chandra | #22151 |

    Past due, please pause campaign


    2014-07-22 | yutis.s
    Paused OM

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    CC Update 
    Accounting | 2014-04-21 | Chandra | #11427 |

    Dr. updated CC over phone, paid past due $516 (voided 2 months because campaign was paused)
    Wanted to maybe reduce marketing monthly, will contact Danny when he has time.


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    Past Due 
    Accounting | 2014-03-10 | Chandra | #11152 |

    Mailed invoice


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    Past Due 
    Accounting | 2014-02-26 | Chandra | #11070 |

    LM with Julianna regarding past due


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    Past Due 
    Accounting | 2014-01-21 | Chandra | #7911 |

    Email past due $229


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    Zoho Charges 
    Zoho | 1990-05-21 | Sean | #19841 |

    08.17.12 – Reactivated website: $100 + $29/month (Charged by Chelsea)
    Online Marketing: $200/month (Charged by Chelsea)

    01.17.12 – Took website offline due to nonpayment – Chelsea

    7.14.10 Paid past due and restarted website and OM 4.30.10 Paused OM and took website down due to nonpayment past due $157 hosting and OM *Need to set up Quickbook Templates if restarted 3.9.09 WD Sign ($499 + $29/m): $299 ( pt ed.): #161 Online Marketing: Patchogue- NY – $99/m


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    Zoho ID 
    Zoho | 1990-05-20 | Sean | #19840 |

    840057000000089703


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  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    .360temp.com

    Intro & Gallery URL:
    Site Sucker & 301s:
    Site Username (subdomain):
    Map Domain in Pagely/WP:
    Customizer:
    Additional Pages:
    Review:
    Tutorial:
    Website is Ready:

    Cancelled
    301:
    Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    Jetpack Stats Setup:
    Analytics ID:
    Google Account

    Analytics by Client

    Shared Dropbox
    Custom Content
    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

  • FTP / Logins
    Website Location:
    Godaddy / 360 Sites
    Subdomain
    FTP USER

    FTP PW

    Shared Dropbox
    Domain Information
    Exclusivity
    Ownership
    Client Registrar
    Hosts Email
    Website Hacked
    Hacked on:
    Resolved?


    Alias Info
    Registrar Login
    Milestones
    Introduction:
    Questionnaire: 2000-01-01
    Site Download/Site Sucker:
    Temporary Site:
    Concept: 2000-01-01
    Approved:
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download:
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake: 2000-07-14
    Live Online:
    Analytics Setup: 2000-01-01
    Analytics Report or Jetpack Setup:
    Analytics ID:
    Google Account

    Analytics by Client
    Custom Content
    Ordered Topics: (please submit a separate ticket)
    ADDITIONAL EMAIL TO:


    Additional Recipients:




    Previous Concepts:
    Additional Recipients:

    Message for Client:

    Task for Developers:




    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259
    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:

  • MILESTONES
    Website Backup:
    Introduction:
    Questionnaire:
    Concept:
    Approved:
    Developed:
    Sitemap, Submissions, 301:
    Check Other Products:
    Analytics Applied:
    Review:
    DC is Ready:
    DC is Live:
    Cancelled
    Previous Design #

    Previous Site Removed:
    Previous Location:
    Previous Subdomain:
    Godaddy / 360 Sites / 360 Temp

    Previous FTP USER

    Previous FTP PW

    ADDITIONAL EMAIL TO:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



  • Video Information
    Added to vendor DB
    Checked for alias
    Placed on site
    Declined (note reason why)
    Cancelled

    COMPANY
    Media Med
    Media Med Integrated
    3D4 Dental
    Optio: register w/client info
    Swarm
  • Facebook
    Account Access:
    Active
    Cancelled
    Google Plus
    Account Access: PIN: F/U: URL: Active
    Cancelled
    Twitter
    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




    Facebook
    Google
    Twitter
  • Blog Schedule
    Monthly
    None


    Notes

    After submitting the form, copy + paste the EDIT SUBMISSION URL on the thank you page here:



    Need topics? See a list of topics here.

    Initial Blog DQ
    Social Media Access

    Facebook

    Account Access:
    Active
    Cancelled

    Google Plus

    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

    Twitter

    Twitter


    Active
    Cancelled

  • Logo Milestones
    Intro:
    Concept:
    Approval:
    Sent Files:
    File URL: Decline to Use (note reason why):
    Cancelled

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

    Message for Client:
    Instructions to Place on Website (ticket)
  • Username: Password:
    Reviewed:
    Placed on Website:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    CSR: Pagely Ticket Created:
    Domain Mapping: DB Search & Replace:
    Active/Completed:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

    Inboxes Created:
  • BRC - Reputation Management
    Pending
    Active
    Placed on Site
    Cancelled

  • Marketing




    STEPS
    Ordered: 2000-01-01
    Account:
    Waiting for Live Website
    Ad Setup
    Test Ad
    Active
    Paused
    Cancelled
    SEARCH ENGINES
    Adwords
    Yahoo/Bing
    Remarketing
    Display (generic)
    Video
    Mobile
    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
    Cancelled

    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2000-01-01

    Mobile
    Fluid Responsive


    Videos


    Marketing
    2000-01-01

    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email
    2000-01-01

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2014-12-11 | Justin | Adwords Increase Ordered

    Adwords Increase


    Initial: Payments of
    Monthly: $400/m


    x Increased from $200/m to $400/m

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: