Visiting Ancillary Services Inc

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 101000




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

    DOMAIN INFO


    LATEST NOTES



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    CATEGORY:




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    Start Cancellation







    Start cancellation process closed
    Task: Website | 2017-02-16 | Sean | #69597 |

    Leave a Comment:




    Please Call closed
    Task: Other | 2016-08-17 | Chandra | #57367 |

    Can you please follow up with the client, they’re unresponsive.


    2016-08-17 | chandra.t
    Paused charges, will have to pay all past due $894 + stopped months to reactivate.
    2016-08-17 | justinn
    ken picked up - they said they can't afford it right now - they want to revisit in 3-4 months - said our designs did not reflect his business - elderly pictures to convey that - no videos were added etc... - very nice though - asked if I can do something to get things back on track - he said revisit later - they dont have funds right now to pay for our service

    Leave a Comment:




    Past Due 
    Accounting | 2016-02-25 | Chandra | #45844 |

    Email past due $149 for web design and monthly web.


    2016-06-13 | chandra.t
    Client picked up and then hung up.
    2016-05-31 | justinn
    Emailed & LM
    2016-05-26 | chandra.t
    I've been unable to contact, please follow up.
    2016-04-25 | chandra.t
    LV.

    Leave a Comment:




    Follow Up 
    Design | 2015-12-07 | Marvin A. | #42089 |

    Said they are going to change their practice name. They are meeting with board members so this may take a few weeks.


    2015-12-15 | belinda.t
    Sent email f/u to go public.

    Leave a Comment:




    Past Due 
    Accounting | 2015-12-01 | Chandra | #41791 |

    Email past due $149 for web design and monthly web.


    2015-12-23 | chandra.t
    Ken updated CC via phone, paid past due.

    Leave a Comment:




    Client Notes closed
    Task: Website | 2015-11-20 | Mitchell G | #41480 |

    Client is either needing to make some changes to his site or go live. I have sent a few follow-up emails and calls with no response.


    Leave a Comment:




    Add images (via Email) closed
    Ticket: Website | 2015-10-28 | Rod L. | #40502 |

    Add images from brochure/old site throughout the new site.


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    Contacted Client 
    Notes | 2015-09-04 | Mitchell G | #37874 |

    Left a voicemail with client regarding site going live.


    2015-11-13 | mitchell.g
    Sent email to see if ready to go live.
    2015-10-26 | mitchell.g
    I have called and left a voicemail to see if Dr. is ready to go live.
    2015-10-02 | mitchell.g
    Client asked to be called on sep 17th regarding edits, I had Rod call them and there was no response. I'm having Rod call him again today to follow up.
    2015-09-14 | mitchell.g
    I have emailed to follow up.

    Leave a Comment:




    Email: Go Live Reminder 
    Design | 2015-08-14 | Mitchell G | #36990 |

    Hello Dr. Kucera,

    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.

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


    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2015-07-31 | Mitchell G | #36326 |

    Hello Dr. Kucera,

    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.360controlpanel.com

    Username (your domain): vasnpo.org

    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: ken@vasnpo.org

    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!


    2015-08-07 | mitchell.g
    Sent f/u email asking if any edits need to be made or if ready to go live.

    Leave a Comment:




    Email: Welcome! Get Started On Your Design 
    Design | 2015-07-24 | Mitchell G | #36035 |

    Hello Kenneth,

    Welcome to Optimized360!

    My name is Mitchell and I will be 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. this morning to discuss your account and review the notes you initially had.

    Please take a few minutes to fill out our design questionnaire below. This should give you a better idea of the variety of elements that are featured in an effective design.

    *Please Login to Control Panel (www.360controlpanel.com)
    *(Feel free to contact me if you need any assistance logging in)

    You can find the Design Questionnaire in the welcome box.

    After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead.

    I look forward to working on this design with you. 


    2015-07-28 | belinda.t
    Videos are located on services page but will not be activated until website goes live.
    2015-07-28 | mitchell.g
    Sent f/u email regarding gallery choice

    Leave a Comment:




    New Project Note closed
    Task: New Project | 2015-07-24 | Justin | #36026 |

    We are a dental charity severing elderly people confined to nursing homes and a small family clinic. Liked the fair oaks dentistry

    He has an existing site that has all current information that would be migrated over: http://izzblizz.wix.com/vasnpo.

    Wanted to make payments via website, told him to send through Paypal as it is universal and trusted; having SSL is costly and people are reluctant to use it.

    Would get free videos from optio.


    2015-07-28 | belinda.t
    design selected: http://myfairoaksdentist.com/

    Leave a Comment:




    New Order – Silver closed
    Task: Accounting | 2015-07-24 | Justin | #36024 |

    Website: $100 + $49 ($2,000 + $49/m)

    (Breakdown)

    1st 20 Payments: $100 + $49/m = $149/m
    After 20 Months: $49 = $49/m


    2015-07-24 | chandra.t
    Charged. Regular billing begins 3/24/17 $49 for web.

    Leave a Comment:




    Website Estimate (Updated) 
    Estimates | 2015-07-22 | Justin | #35943 |

    Sent Updated Proposal – LM again for Ken – playing phone tags – he wants to move forward

    Kenneth-Kucera1

    Leave a Comment:




    Website Estimate 
    Estimates | 2015-07-08 | Justin | #34996 |

    Sent Proposal – 20 Months Pay – 30 Days MBG – Emailed

    Kenneth-Kucera
    2015-07-22 | justin.n
    LM
    2015-07-21 | justin.n
    opened via sidekick
    2015-07-21 | justin.n
    Spoke with Kenneth - went over the updated proposal - he likes what was presented - said he wants to get started - asked to send over the proposal and he will give me a call to process the order
    2015-07-20 | justin.n
    LM & Emailed
    2015-07-17 | justin.n
    revived this lead - long pause in contact/re-assign between account managers
    2015-07-17 | justin.n
    Let's talk Monday just back from a trip not yet caught up. k
    2015-07-16 | justin.n
    Emailed - called but hard to reach a line
    2015-07-13 | justin.n
    LM - out of town until tomorrow
    2015-07-09 | justin.n
    Mailed - LM

    Leave a Comment:




    Initial Phone Call 
    Estimates | 2015-03-16 | Belinda | #29005 |

    Ken called back and is interested in our Silver package. He has an existing site that has all current information that would be migrated over: http://izzblizz.wix.com/vasnpo. Explained our process and options, domain is with godaddy and explained the email transfership. Wanted to make payments via website, told him to send through Paypal as it is universal and trusted; having SSL is costly and people are reluctant to use it. Likes our process as I told him website would take about a week to go up given that the content is already available. Would get free videos from optio. He said send proposal and was wondering if price can be cut and rather have higher monthly. Will prepare proposal today and follow up tomorrow

    Kenneth-Kucera1
    2015-05-08 | belinda.t
    Ken responded: "Hi Belinda, Yes still interested but need yet another month before we start. Thanks for your patience."
    2015-05-08 | belinda.t
    LM for Ken
    2015-04-30 | belinda.t
    Telephone disconnected. Emailed and offered 2 additional months off. Totaling 6 months waived.
    2015-04-22 | belinda.t
    Email L/M F/U.
    2015-03-26 | belinda.t
    Email F/U. "Hi Belinda, Thanks for going the extra mile for pricing. I am in a holding pattern for at least another month but do want to proceed as soon as we see some financial daylight. Contact me end of April."
    2015-03-18 | belinda.t
    Emailed follow up and KEn responded: "Yes, will have to wait for a couple of months since the upfront costs are too rich for us right now." Emailed him back to further break down the payments into three and offered 2 additional months off (6 total).
    2015-03-18 | belinda.t
    Email Follow up, will call again this afternoon.
    2015-03-17 | belinda.t
    L/M on answering machine if he had receive my latest email. Will call back tomorrow.
    2015-03-16 | belinda.t
    Ken emailed asking for the site he liked, http://myfairoaksdentist.com/. Emailed him the link and sample of Optio Videos that is included. Mentioned that rotating images will be adjusted to better match his business.
    2015-03-16 | belinda.t
    Will F/U tomorrow regarding proposal.

    Leave a Comment:




    Initial Contact 
    Notes | 2015-03-16 | Belinda | #28993 |

    Called number but no one was answering the line, sent ken@vasnpo.org an email regarding his inquiry. Will try calling back today 3/16/15.


    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
    Hosts Email
    Website Hacked
    Hacked on:
    Resolved?


    Alias Info
    Registrar Login
    Milestones
    Introduction:
    Questionnaire:
    Site Download/Site Sucker:
    Temporary Site: 2015-07-28
    Concept:
    Approved: 2015-07-29
    Add to Upwork
    Add Developer to Temp Site
    Review: 2015-07-28
    Design # and Download:
    Image Optim: 2015-07-29
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup: 2015-07-29
    Analytics Report or Jetpack Setup: 2015-07-29
    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:
    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
    2015-07-24

    Mobile
    Fluid Responsive


    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email
    2015-07-24

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2015-07-22 | Justin | Website Estimate (Updated) Ordered

    Silver


    Initial: 20 Payments of $100
    Monthly: $49/m


    Selected Design

    Pre-Selected Design

    On-Site Optimization

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Mobile Compatible

    Fully Functional on All Smartphones


    Gold

    Regular Price: $4,999

    Initial: 20 Payments of $175
    Monthly: $99/m

    Silver Package

    Everything on Silver Package Plus

    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Videos

    High-Quality Patient Education Videos (DDS)


    Platinum

    Regular Price: $9,999

    Initial: 20 Payments of $375
    Monthly: $199/m

    Gold Package

    Everything on Gold Package Plus

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    Logo Design

    Work with a Designer to Build Your Logo

    Advanced SEO

    Expanded Detailed Optimization

    Kenneth-Kucera1

    COMMENTS:

    Estimates | 2015-07-08 | Justin | Website Estimate Expired

    Silver


    Initial: Payments of $999
    Monthly: $49/m


    x 20 Months Pay

    Gold

    Regular Price: $4,999

    Initial: Payments of $1,749
    Monthly: $99/m

    20 Months Pay

    Platinum

    Regular Price: $8,999

    Initial: Payments of $2,999
    Monthly: $199/m

    20 Months Pay
    Kenneth-Kucera

    COMMENTS:

    2015-07-22 | justin.n
    LM
    2015-07-21 | justin.n
    opened via sidekick
    2015-07-21 | justin.n
    Spoke with Kenneth - went over the updated proposal - he likes what was presented - said he wants to get started - asked to send over the proposal and he will give me a call to process the order
    2015-07-20 | justin.n
    LM & Emailed
    2015-07-17 | justin.n
    revived this lead - long pause in contact/re-assign between account managers
    2015-07-17 | justin.n
    Let's talk Monday just back from a trip not yet caught up. k
    2015-07-16 | justin.n
    Emailed - called but hard to reach a line
    2015-07-13 | justin.n
    LM - out of town until tomorrow
    2015-07-09 | justin.n
    Mailed - LM
    Estimates | 2015-03-16 | Belinda | Initial Phone Call Expired

    Silver


    Initial: Payments of $899
    Monthly: *69


    x *First 4 Months Waived. Selected Theme - Free Videos.

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Kenneth-Kucera1

    COMMENTS:

    2015-05-08 | belinda.t
    Ken responded: "Hi Belinda, Yes still interested but need yet another month before we start. Thanks for your patience."
    2015-05-08 | belinda.t
    LM for Ken
    2015-04-30 | belinda.t
    Telephone disconnected. Emailed and offered 2 additional months off. Totaling 6 months waived.
    2015-04-22 | belinda.t
    Email L/M F/U.
    2015-03-26 | belinda.t
    Email F/U. "Hi Belinda, Thanks for going the extra mile for pricing. I am in a holding pattern for at least another month but do want to proceed as soon as we see some financial daylight. Contact me end of April."
    2015-03-18 | belinda.t
    Emailed follow up and KEn responded: "Yes, will have to wait for a couple of months since the upfront costs are too rich for us right now." Emailed him back to further break down the payments into three and offered 2 additional months off (6 total).
    2015-03-18 | belinda.t
    Email Follow up, will call again this afternoon.
    2015-03-17 | belinda.t
    L/M on answering machine if he had receive my latest email. Will call back tomorrow.
    2015-03-16 | belinda.t
    Ken emailed asking for the site he liked, http://myfairoaksdentist.com/. Emailed him the link and sample of Optio Videos that is included. Mentioned that rotating images will be adjusted to better match his business.
    2015-03-16 | belinda.t
    Will F/U tomorrow regarding proposal.