dr.wenninger@crestwooddentist.com
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Crestwood Dental Group

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    Pause Project until further notice closed
    Task: Other | 2017-08-22 | Danny | #82764 |

    Belinda, please pause project. Dr wants to revisit the finalization of the project at a later time. Dr request to save a copy of the project.

    below is the comment from Chan’s convo with the dr.

    “Called and spoke to Dr. Wenniger, he mentioned possibly just saving a backup of the website and revisiting at a later time in the future as he does not have time at the moment. Also mentioned when he signed on initially, he thought most of the customization would be done by us (bio, etc). Feels no ill will towards us, has a lot on his plate and it’s “just too much”. “

    2017-09-25 | catherine.c
    domain forwarding to optimized360.
    2017-09-25 | catherine.c
    files & DB saved here: https://www.dropbox.com/sh/rri9rszest4aiqa/AABdf9Vcb3Zv7qLDp0k7gQOxa?dl=0

    2017-08-22 | chandra.t
    Charges stopped.

    Leave a Comment:

    Past Due 
    Accounting | 2017-08-08 | Chandra | #81264 |

    Email past due $99 for web.

    2017-08-22 | chandra.t
    Danny approved removing past due.

    Leave a Comment:

    Social Media Account Moved 
    Notes | 2017-05-02 | Belinda | #74824 |

    Optizign3

    Leave a Comment:

    Original DNS Records 
    Notes | 2016-12-29 | Jan S. | #66162 |

    A Record

    50.63.202.56

    MX Record

    0 sf1.kcicloud.com 69.2.222.225

    Nameservers

    NS69.DOMAINCONTROL.COM
    NS70.DOMAINCONTROL.COM

    Leave a Comment:

    Please F/U on Going Live. closed
    Task: Other | 2016-05-25 | Danny | #51933 |
    2017-04-20 | chandra.t
    Mailed official notice.
    2017-04-20 | jan.s
    Dr. Wenninger remains unresponsive. Followed up via email.
    2017-04-18 | alec.j
    jan, they need f/u calls on the weekly basis.it's two years old order!
    2017-03-27 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-03-24 | alec.j
    Jan, any update from March 13 onward?
    2017-03-13 | jan.s
    Paxton provided an update, website was fixed.
    2017-03-13 | jan.s
    Spoke with Paxton regarding issues going live with the newly acquired domain name crestwooddentistry.com. There was an unnatural stall on updating the primary domain, currently waiting for a response.
    2017-03-13 | jan.s
    Called and left a message since he was unavailable. Followed up via email as well. CC'd Mr. Deskins to expedite the process and have him do it for the doctor, currently waiting for a response.
    2017-03-13 | jan.s
    The current website is down. Acquired the domain name crestwooddentistry.com for temporarily fix.
    2017-03-10 | alec.j
    Jan, would you please call on twice per week basis.
    2017-02-27 | jan.s
    Called earlier this morning and left a message. Followed up via email as well. The website for Crestwood Dental Group is down and the domain name crestwooddentist.com expires on 06/14. Currently waiting for a response.
    2017-02-16 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-02-13 | alec.j
    Jan, did you get hold of him? is there any update?
    2017-02-02 | danny.n
    Jan please call next week. Don't email. Call his cell. If still no response then lmk. Thx.
    2017-02-02 | jan.s
    Client is unresponsive, please advise.
    2017-02-02 | jan.s
    Followed up via email, currently waiting for a response.
    2017-01-31 | alec.j
    Jan, would you please f/u with call and email, it's almost one month
    2017-01-26 | alec.j
    Jan, would you please f/u with call and email
    2016-12-29 | jan.s
    Called and left a message since Dr. Wenninger was unavailable. Followed up via email as well, currently waiting for a response.
    2016-12-27 | alec.j
    Jan, would you please update with the client, it's already one month since the last F/U
    2016-11-29 | jan.s
    Called and left a message since Dr. Wenninger was unavailable. Followed up via email as well, currently waiting for a response.
    2016-11-16 | jan.s
    Called and left a message since Dr. Wenninger was with a patient. Followed up via email as well, currently waiting for response.
    2016-10-26 | jan.s
    Followed up via email regarding going live.
    2016-09-23 | belinda.t
    LM for Dr Wenniger's voicemail
    2016-08-31 | danny.n
    called... lm. sent email f/u to call me back.
    2016-08-30 | belinda.t
    Danny, are you still in touch with Dr. Wenninger? If so, can you let him know that we've been trying to contact.
    2016-08-30 | marvin.a
    I don't know. I tried taking over for Mitchell. I only talked to him like once.
    2016-08-29 | belinda.t
    Marvin, what's going on with this?

    Leave a Comment:

    Past Due 
    Accounting | 2016-05-09 | Chandra | #50778 |

    Email past due $99 for web.

    2016-05-18 | chandra.t
    Doctor updated CC via phone (Visa ending in 5771), paid past due.

    Leave a Comment:

    Client Called (slight complaint) 
    Complaint Design | 2015-12-10 | Marvin A. | #42287 |

    Not very happy — specifically content wise.

    Spoke about content we provided, specifically “If you have x, please contact your Crestwood Dentist”. He said it seems too generic and that there are tons of dentists in Crestwood. I explained it was to help with SEO purposes. Understands, but still wants it changed (among other “generic” sounding content).

    Videos we provided were too much. Asked if we can get videos straight from Cerec. I said I would look into it.

    He understands he has been very busy and not as helpful, but chose us for the fact we would do most if not all the work.

    Assured him that this is a process to get everything the way it needs to be and we will do what we can to accommodate him. Emailing him with Danny CC’d to go over SEO just to feel more assured even if we do change the content.

    2016-05-18 | chandra.t
    Doctor called, wants to continue working on the site but will call when he has some time to spare.

    Leave a Comment:

    Left Voicemail 
    Design | 2015-12-07 | Marvin A. | #42091 |

    Asked if he wants to go live.

    Leave a Comment:

    Client Notes closed
    Task: Website | 2015-11-20 | Mitchell G | #41478 |

    Client is either needing to make changes or go live. I have recently contacted him to help him edit his website himself. I have sent him a follow-up email to see if he needs changes made or ready to go live. No response yet.

    Leave a Comment:

    Please Call closed
    Task: Website | 2015-11-03 | Belinda | #40722 |

    Doctor has trouble logging in. Noticed his website is not live, good chance to ask him to.

    “tried to review my web page last evening, the message invalid username came up , I used that same username to reset my password which did work , send me an email with phone # to call and have some one walk me through this again please. thank you Dr. Wenninger”

    Leave a Comment:

    Follow ups 
    Notes | 2015-10-26 | Mitchell G | #40377 |

    I have called his cell and got ahold of him, he said he’s willing to get everything taken care of by this week.

    2015-11-13 | mitchell.g
    sent email to see if ready to go live.

    Leave a Comment:

    Charges 
    Accounting | 2015-09-29 | Chandra | #39012 |

    Adjusted monthly charges and waived one month (Oct) per Danny, recurring resumes 11/7/15. $50 for web, $29 for mobile, $20 for videos (cancel social $29/m)

    Leave a Comment:

    Monthly Fee Increase Update 
    Accounting | 2015-08-04 | Chandra | #36486 |

    Adjusted monthly fee –
    $20 > $29 for mobile
    $10 > $29 for social

    Leave a Comment:

    Contacted Client 
    Notes | 2015-07-31 | Mitchell G | #36321 |

    I have sent the go live reminder and an email regarding any additional site edits. I have also instructed the client to call us as soon as possible regarding edits and the issue with his account. I will call early next week to follow up.

    2015-10-02 | mitchell.g
    Client called last week to talk to Rod about some final changes. I'm going to call client to see if changes were made or if any additional changes needed to be made before going live.
    2015-09-04 | mitchell.g
    Client is unresponsive after multiple attempts of contact with both me and Chandra.
    2015-09-03 | mitchell.g
    I have followed up with the client trying to get the site to go live and to fix the account issue. I will give them a call.

    Leave a Comment:

    Email: Go Live Reminder 
    Design | 2015-07-31 | Mitchell G | #36320 |

    Hello Dr. Wenninger,

    Currently your website is not accessible to prospective patients and/or search engines. We strongly recommend on making your website visible to start building a history online. The sooner this is done, the better it is for your site.

    Also, we have noticed an issue with your account, please call us at your earliest convenience.

    Design Team
    Optimized 360
    ph. 1-800-997-9368.

    Leave a Comment:

    Past Due 
    Accounting | 2015-07-23 | Chandra | #36003 |

    Email past due $99 for web.

    2015-09-29 | chandra.t
    Doctor updated CC via phone, paid past due.
    2015-09-08 | chandra.t
    Email past due $353 for web.
    2015-08-10 | chandra.t
    LM with front desk.

    Leave a Comment:

    Designer Switch 
    Notes | 2015-07-17 | Olivia | #35755 |

    Website is ready. Dr. Wenninger just wants to work on content before going live. Please urge him to launch his website soon since he doesn’t have any existing website online at all. Emailed Dr. Wenninger to introduce him to Mitchell

    Leave a Comment:

    FTP – Robot closed
    Task: Website | 2015-06-23 | Justin | #34297 |

    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.

    2015-06-30 | justin.n
    8f0.a39.myftpupload.com User: m8f02537735514 Pass: eT}Uj6lo
    2015-06-29 | justin.n
    please view account
    2015-06-23 | developerjitendra
    I put the code in txt file and FLUSH CACHE also the but following lines still not shown

    Leave a Comment:

    Follow Up 
    Notes | 2015-06-02 | Olivia | #32917 |

    LM for Dr. Wenninger about going live

    2015-07-15 | olivia.l
    Dr. Wenninger left a voicemail stating that he's not ready to go live yet!
    2015-07-07 | olivia.l
    LM with Dr. Wenninger to go live
    2015-06-15 | olivia.l
    LM for Dr. Wenninger to urge him to go live since he doesn't have a website up or any web presence

    Leave a Comment:

    Forms closed
    Tickets | 2015-05-19 | Chandra | #32450 |

    Have Jotforms go to office@crestwooddentist.com and remove dr.wenninger@crestwooddentist.com

    Leave a Comment:

    Update Social Media Buttons closed
    Tasks | 2015-05-14 | Olivia | #32238 |

    https://plus.google.com/b/112929332284039937629/112929332284039937629/about

    https://www.facebook.com/pages/Crestwood-Dental-Group/1419440431708915

    2015-05-14 | belinda.t
    Ticket has been completed. Closing ticket.

    Leave a Comment:

    Email: Your Website is Ready 
    Custom Ready | 2015-05-05 | Olivia | #31991 |

    Hello Dr. James Wenninger,

    Thank you again for working together with me on designing your website. Your website is currently password protected and is not viewable to the public until you approve to do so. To view your site you will need to first login to your control panel. Please follow the instructions below to do so:

    LOGGING IN

    Login via your member login page: www.optimized360.com/controlpanel

    Username (your domain): crestwooddentist.com

    If this will be your 1st time logging in, please go to “forgot password”. You will receive the instructions to reset it via your email on file which I have confirmed: dr.wenninger@crestwooddentist.com

    MAKING CHANGES

    If you would like to make any changes to your website, you can do so by logging into Control Panel and clicking on “Edit Your Website.” You may add/remove/edit/upload any pages that you may wish. The online editor is available to you 24/7 and we welcome any questions regarding how to use it.

    Thank you and let me know if you have any questions!

    Leave a Comment:

    Design Social Media Banners closed
    Tasks | 2015-04-29 | Olivia | #31810 |

    Design the banners and let me know when you’re done so I can task Zahid create the accounts.

    2015-05-11 | developerzahid
    I have created Google + and facebook profiles twitter requires phone verification. Here are the links of profiles. https://plus.google.com/b/112929332284039937629/112929332284039937629/about https://www.facebook.com/pages/Crestwood-Dental-Group/1419440431708915
    2015-05-05 | olivia.l
    Zahid, Please create the social media accounts for this site. Thanks
    2015-05-05 | developerzahid
    should i create social media accounts..? for this ticket. please let me know. thanks
    2015-05-01 | belinda.t
    Artwork has been created and added to website folder.

    Leave a Comment:

    Design Approved closed
    Tasks | 2015-04-29 | Olivia | #31809 |

    – Design inner page
    – Client approved the design. Please develop site to be mobile responsive.

    2015-05-04 | belinda.t
    Brijesh has completed the first round of conversion. Please check and update as needed: http://8f0.a39.myftpupload.com/wp-admin?autologin_code=PpAFl76YK2X14KN7UXWwmDsxBfVkg3
    2015-05-01 | belinda.t
    Sent for development to Brijesh. $120 for website + responsive.

    Leave a Comment:

    Remove Legal Notices closed
    Tasks | 2015-04-23 | Justin | #31631 |

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

    2015-04-24 | developerjitendra
    crestwooddentist.com this site is not open

    Leave a Comment:

    Draft Submitted 
    Concepts | 2015-04-17 | Olivia | #30987 |

    Hello Dr. Wenninger,

    Attached are the revisions we discussed the other day.

    Let me know if you would like to see any other additional changes.

    Thank you,
    Olivia

    Leave a Comment:

    Follow Up 
    Design | 2015-03-26 | Olivia | #30025 |

    3/26: Sent concept to client and left voicemail on his cell

    2015-05-20 | olivia.l
    LM on cell
    2015-05-14 | olivia.l
    Sent client email reminder to launch site and schedule marketing inquiring appointment.
    2015-05-07 | olivia.l
    Showed Dr. Wenninger how to view his website and make edits to the site
    2015-05-05 | olivia.l
    Called and left a voicemail on his cell
    2015-04-27 | olivia.l
    LM on his cell
    2015-04-21 | olivia.l
    LM with client's cell
    2015-04-16 | olivia.l
    Spoke with client over the phone: He wants to make the following changes: - Remove Invisalign button and replace it with CEREC - Change "Book an Appointment" to "Request an Appointment" - Add a 5th box, "Cosmetic Dentistry" - Make the buttons "Meet the Doctors" "Office Tour" etc. bolder color so it stands out more. It matches with the background too much
    2015-04-14 | olivia.l
    Emailed client
    2015-04-14 | olivia.l
    Left voicemail with client's cell
    2015-04-10 | olivia.l
    Left Voicemail with client
    2015-04-06 | olivia.l
    Client hasn't paid yet. Chandra has been trying to reach out to him so I stopped contacting him until his account payment was resolved. Spoke to Danny and he insisted that I continue contacting client anyway. Left a voicemail on his cell.
    2015-03-31 | olivia.l
    Left voicemail on his cell
    2015-03-30 | olivia.l
    Emailed doctor design concept and had him schedule a phone conference to discuss his thoughts.

    Leave a Comment:

    Draft Submitted 
    Concepts | 2015-03-26 | Olivia | #30023 |

    Hello Dr. James Wenninger,

    Based off of our discussion I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see.

    Please give me call at your convenience when you’re ready to discuss your thoughts.

    Thanks,
    Olivia

    Leave a Comment:

    Add youtube video 
    Design | 2015-03-20 | Olivia | #29843 |

    Leave a Comment:

    Website Payment 
    Accounting | 2015-03-20 | Chandra | #29842 |

    LM for doctor regarding CC.

    2015-04-07 | chandra.t
    Doctor updated CC over phone, paid past due.
    2015-03-24 | chandra.t
    Email past due.

    Leave a Comment:

    Email: Welcome! Get Started On Your Design 
    Design | 2015-03-19 | Olivia | #29176 |

    Hello Dr. James Wenninger,

    Welcome to Optimized360!

    My name is Ha and I will the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. earlier to discuss your account and review the notes you initially had.

    I look forward to meeting you and discussing different design options that I have in mind. We can schedule a phone interview to discuss this more in detail after your conference with Danny tomorrow.

    I look forward to working on this design with you. 

    Thank you!

    Leave a Comment:

    New Design Project closed
    Tasks | 2015-03-19 | Danny | #29173 |

    VERY IMPORTANT – communication is key with dr. Dr stated he is more verbal than email. Please when sending draft, email him and let him know when he would like to schedule to discuss.
    – Dr wants us to be PROACTIVE in telling him what to do as far as design. He wants to trust us what we do works so please try to suggest more than ask. Be more of a leading row. Dr is extremely nice.

    – Phone conference with Dr for interview at 11am (3/20). I will call to get cc and transfer.
    – I would avoid having dr login to view concept at least until site is launched.

    – Belinda, can you please talk to me before assigning.

    Phone Conf notes:

    – Dr. Tom Clark, DMD (univ of louisville)
    – Dr. James Wenninger, DMD (univ of louisville)
    – member of ADA & KDA
    – BriteSmiles Teeth Whitening, Cerec, Endo, Dental Implants, Dentures, Veneers
    – Carecredit

    2015-03-19 | danny.n
    also found, not sure if dr is aware of this: http://crestwooddentalky.com/
    2015-03-19 | danny.n
    found this: http://www.yellowbook.com/profile/crestwood-dental-group_1855128195.html

    Leave a Comment:

    Website Design (Platinum) closed
    Tasks | 2015-03-19 | Danny | #29170 |

    Website: $2,499 + $49/m
    Mobile: $999 + $20/m
    Patient Videos: $499 + $20/m
    Social: $499 + $10/m
    Ownership: $999

    2015-04-07 | chandra.t
    Charged.
    2015-03-19 | danny.n
    Chan, I have a phone conference with him tomorrow to do design interview. Will get his cc over the phone for you.

    Leave a Comment:

    Phone Conference 
    Estimates | 2015-01-22 | Danny | #27038 |

    We finally able to talk. Dr is super nice. wanted the works. recommended the platinum. Dr is old school, doesn’t have time but realize it is important this day in age. Dr stated he really liked talking to me and was consistent with following up with him. Extremely nice. Dr asked to send the info so he can review with his partner. Stated he will most likely go with us

    Dr.-James-Wenninger
    2015-03-19 | danny.n
    called office. spoke to dr. Dr was very nice but reiterated that he was confused with what I had sent him regarding the colors cause he thought we do everything. he wants to make sure that we take care of everything. assured him this. dr said to proceed and that to setup a ph conf with the designer tomorrow at 11am.
    2015-03-12 | danny.n
    f/u with dr via email. sent him to view the PACKET proposal
    2015-03-11 | danny.n
    dr responded to my email that showed him literatures on design elements/anatomy/colors. thought we were suppose to decide on that. explained to him and assure him its more to show him we know what we are doing to make a successful website. also asked for some of our work. gave him our gallery link.
    2015-03-09 | danny.n
    f/u with dr via email. Sent him 3 articles on our design (anatomy, colors, layout). assured him of our streamline process and also told him i want to get a temp site up for him in the meantime
    2015-03-04 | danny.n
    dr requested to view our work. he thought we had samples when he logged in. Gave him our VIEW ALL gallery link.
    2015-03-04 | danny.n
    called lm for dr. sent email f/u to see when he wants to get started.
    2015-02-23 | danny.n
    Dr finally returned my call. Apologized cause he's been extremely busy. Called me on his cell while leaving work. dr stated he will be talkign to his partner this Friday 2/27. Asked about payment schedule. Told him 50% initial and I can do the remaining when site goes live. we may setup a temp site in the meantime with basic info to start. Told him that we will send over initial questionnaire and assured him the streamline process.
    2015-02-23 | danny.n
    sent dr an email letting him know i had called
    2015-02-23 | danny.n
    called. LM with the front office
    2015-02-16 | danny.n
    sent dr a f/u email. hot lead
    2015-02-03 | danny.n
    called. front stated he won't be in the office until next week.
    2015-01-30 | danny.n
    sent him a f/u email
    2015-01-27 | danny.n
    called. Dr is out to lunch. LM with front office to touch base. He was to discuss with his partner and get back to me to get started. VERY HOT LEAD

    Leave a Comment:

    Initial Call 
    Leads | 2015-01-20 | Danny | #26886 |

    Called, lm with front office. Sent dr an email letting him know i had called.

    2015-01-21 | danny.n
    dr returned my call. LM for me. Called him back but went to his voicemail.

    Leave a Comment:

  • 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
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    Website Hacked
    Hacked on:
    Resolved?


    Alias Info
    Registrar Login
    Milestones
    Introduction: 2015-03-19
    Questionnaire:
    Site Download/Site Sucker:
    Temporary Site: 2015-03-27
    Concept: 2015-04-17
    Approved: 2015-04-29
    Add to Upwork
    Add Developer to Temp Site
    Review: 2015-05-05
    Design # and Download:
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products: 2015-05-14
    Status Cake: 2000-01-11
    Live Online:
    Analytics Setup: 2015-05-14
    Analytics Report or Jetpack Setup: 2015-05-14
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    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: 2015-04-17
    Approved:
    Developed:
    Sitemap, Submissions, 301:
    Check Other Products:
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    DC is Live:
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    Additional Recipients:
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    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
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  • Blog Schedule
    Monthly
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    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
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    Facebook

    Account Access:
    Active
    Cancelled

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    PIN:
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    URL:
    Active
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    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:
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    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:
    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
    2015-03-19
    2015-04-07
    Mobile
    Fluid Responsive
    2015-03-19

    Videos
    2015-03-19

    Marketing


    Reputation


    Facebook
    2015-03-19

    Google Plus
    2015-03-19

    Blog


    SEO


    Logo


    SPK

    DC

    Email
    2015-03-19

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2015-01-22 | Danny | Phone Conference Ordered

    Platinum Package

    Initial: Payments of $2,499
    Monthly: $99

    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Dr.-James-Wenninger

    COMMENTS:

    2015-03-19 | danny.n
    called office. spoke to dr. Dr was very nice but reiterated that he was confused with what I had sent him regarding the colors cause he thought we do everything. he wants to make sure that we take care of everything. assured him this. dr said to proceed and that to setup a ph conf with the designer tomorrow at 11am.
    2015-03-12 | danny.n
    f/u with dr via email. sent him to view the PACKET proposal
    2015-03-11 | danny.n
    dr responded to my email that showed him literatures on design elements/anatomy/colors. thought we were suppose to decide on that. explained to him and assure him its more to show him we know what we are doing to make a successful website. also asked for some of our work. gave him our gallery link.
    2015-03-09 | danny.n
    f/u with dr via email. Sent him 3 articles on our design (anatomy, colors, layout). assured him of our streamline process and also told him i want to get a temp site up for him in the meantime
    2015-03-04 | danny.n
    dr requested to view our work. he thought we had samples when he logged in. Gave him our VIEW ALL gallery link.
    2015-03-04 | danny.n
    called lm for dr. sent email f/u to see when he wants to get started.
    2015-02-23 | danny.n
    Dr finally returned my call. Apologized cause he's been extremely busy. Called me on his cell while leaving work. dr stated he will be talkign to his partner this Friday 2/27. Asked about payment schedule. Told him 50% initial and I can do the remaining when site goes live. we may setup a temp site in the meantime with basic info to start. Told him that we will send over initial questionnaire and assured him the streamline process.
    2015-02-23 | danny.n
    sent dr an email letting him know i had called
    2015-02-23 | danny.n
    called. LM with the front office
    2015-02-16 | danny.n
    sent dr a f/u email. hot lead
    2015-02-03 | danny.n
    called. front stated he won't be in the office until next week.
    2015-01-30 | danny.n
    sent him a f/u email
    2015-01-27 | danny.n
    called. Dr is out to lunch. LM with front office to touch base. He was to discuss with his partner and get back to me to get started. VERY HOT LEAD
    Leads | 2015-01-20 | Danny | Initial Call

    Initial: Payments of
    Monthly:

    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-01-21 | danny.n
    dr returned my call. LM for me. Called him back but went to his voicemail.