David Harris, DDS

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    Past Due 
    Accounting | 2018-02-01 | Chandra | #117323 |

    Email past due $98 for web.


    2018-02-07 | chandra.t
    Doctor updated CC in Zoho to Visa ending in 0660, paid past due.

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    Reduce OM closed
    Marketing | 2017-12-26 | Chandra | #111938 |

    Please reduce Dr. Harris’s Adwords campaign $500 > $150 (non-managed).


    2017-12-26 | brent.d
    done

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    PPC Reduction ($500 to $150) closed
    Marketing | 2017-11-27 | Chandra | #106689 |

    Dr. Harris called, would like to reduce his campaign. He was just charged 11/26/17 so I advised to keep the current campaign until the next billing cycle and reduce 12/26/17. Please email him confirmation of this.


    2017-11-27 | brent.d
    sent Dr.Harris confirmation email on reducing his budget from $500-$150 on 12/26/17.
    2017-11-27 | chandra.t
    Reduced OM fee $500 > $150 starting 12/26/17.

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    Voicemail closed
    Task: Other | 2017-08-10 | Chandra | #81442 |

    Please call regarding ADA compliance questions.


    2017-08-10 | danny.n
    Ticket has been completed. Closing ticket.
    2017-08-10 | danny.n
    called. lm on Dr's cell.

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    PPC Reduction ($1000 to $500) closed
    Task: Sales | 2017-07-27 | Danny | #80515 |

    Chan, please reduce his ppc budget per his request.

    Make adjustments to campaign to reflect this. I’ve emailed dr a confirmation already. LMK when done. Thanks.


    2017-07-27 | chandra.t
    Reduced campaign and OM charges 7/25/17.

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    Voicemail closed
    Task: Sales | 2017-07-25 | Chandra | #80292 |

    Please call, Dr. Harris is wanting to reduce his OM from $1000 > $500.


    2017-07-27 | danny.n
    Ticket has been completed. Closing ticket.
    2017-07-27 | danny.n
    sent dr confirmation email regarding the reduction per his request.
    2017-07-27 | danny.n
    SPoke to dr. Reducing budget to $500/m.

    Leave a Comment:




     closed
    Ticket: Website | 2017-05-23 | ddmh1@aol.com | #76227 |

    I want to add social media link and blog link


    2017-06-09 | catherine.c
    no response. closing.
    2017-06-06 | catherine.c
    LVM
    2017-05-24 | catherine.c
    Emailed doctor requesting which social media and if he would like one page blog or full feature blog.

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    PPC Increase to $1,000/m closed
    Task: Accounting | 2017-05-19 | Danny | #76036 |

    Chan, please adjust from $300 to $1,000/m

    Go aggressive and monitor 1st month. Dr needs patients!

    – Add if its not there yet: “Emergency Dentist”, “After-Hours Dentist”, “Tooth pain”
    – increase coverage to 7 miles (make sure you add Rancho Santa Margarita” zip code
    – see TICKET below for PROMOS: please adjust ADGROUPs description based on the promo’s below and set those pages as the landing pages

    talk to me with any questions. Thank you.


    2017-05-26 | chandra.t
    Campaign increased from $300 > $1000. Added Emergency, Cosmetic, Dental Implants, and Invisalign ad groups.
    2017-05-19 | chandra.t
    5/26/17**
    2017-05-19 | chandra.t
    Waiting on updating landing pages/promos, will increase on renewal 2/26/17.
    2017-05-19 | chandra.t
    LV.
    2017-05-19 | danny.n
    i just saw the alert. Call him on his cell for the 3 digit cvc: 949-689-0556

    Leave a Comment:




    Promos for PPC closed
    Ticket: Website | 2017-05-19 | Danny | #76035 |

    1. Invisalign Page: http://davidharrisdental.com/education/invisalign/
    below Invisalign header  – centered with 2 columns
    – LEFT SIDE: add this PROMO graphic – https://www.dropbox.com/s/sfzalmmwuupj08t/30%25%20Off%20Invisalign.jpg?dl=0
    – RIGHT SIDE: Add a Jotform on this page with Name, Phone, Email, Comments – labeling it “Invisalign” in Subject of Email and title of form on this page
    – send email to ddmh1@aol.com

    2. Dental Cleaning and Consult page:  http://davidharrisdental.com/education/dental-cleaning-consultation/
    below Dental Cleaning and Consult header  – centered with 2 columns
    – LEFT SIDE: add this PROMO graphic – https://www.dropbox.com/s/z1bpdjcc2k3e5t8/New%20Patient%20Offer.jpg?dl=0
    – RIGHT SIDE: Add a Jotform on this page with Name, Phone, Email, Comments – labeling it “Dental Cleaning and Consultation” in Subject of Email and title of form on this page
    – send email to ddmh1@aol.com

    3. Cosmetic Dentistry page : http://davidharrisdental.com/education/cosmetic-dentistry/
    below Cosmetic Dentistry header  – centered with 2 columns
    – LEFT SIDE: add this PROMO graphic – https://www.dropbox.com/s/zho0qjasky155tg/Cosmetic%20Treatments.jpg?dl=0
    – RIGHT SIDE: Add a Jotform on this page with Name, Phone, Email, Comments – labeling it “Cosmetic Dentistry” in Subject of Email and title of form on this page
    – send email to ddmh1@aol.com

     

    ORIGINAL TICKET:

    Please do the following and let CHAN know when done for PPC.

    1. Invisalign Page: add a PROMO graphic (simple text with a nice invisalign stock photo)…. “30% off Invisalign”. Add a Jotform on this page labeling it for Invisalign
    https://www.dropbox.com/s/sfzalmmwuupj08t/30%25%20Off%20Invisalign.jpg?dl=0

    2. New Patient Special: “New Patient Offer: Exam, Cleaning, X-Ray, & Take Home Teeth Whitening Trays: $79”
    add Graphic image like #1 above with Jotform for this:
    http://davidharrisdental.com/education/dental-cleaning-consultation/

    3: http://davidharrisdental.com/education/cosmetic-dentistry/
    add Graphic image like #1 above with Jotform for this: “20% off all Cosmetic Treatments”


    2017-05-30 | chandra.t
    Updated ads to reflect promotions and landing pages.
    2017-05-26 | chandra.t
    Where are we on these promotions?
    2017-05-24 | catherine.c
    Please update.
    2017-05-22 | catherine.c
    http://davidharrisdental.com/wp-admin/
    U: admin101184
    P: nR9O0X(qK41Mo3OUjr7NjV(l
    2017-05-21 | developerhaseeb
    Please provide WordPress login. Thanks
    2017-05-19 | charles.b
    Promo Images created with specified wording. Saved in davidharrisdental.com DB folder.
    2017-05-19 | catherine.c
    Please create the graphic promos only. Thanks.

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    Internal Edit closed
    Task: Website | 2017-05-19 | Chandra | #76029 |

    Please fix Jotform in the footer (too spaced out).


    2017-05-20 | developerbrijesh
    Done. Please Check

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    Internal Edit closed
    Task: Website | 2017-05-17 | Chandra | #75896 |

    Please fix Jotform in the footer (cut off) and Contact Us (submit button is cut off and showing grey background) page.


    2017-05-19 | chandra.t
    Created new task for Brijesh.
    2017-05-18 | developerhaseeb
    spacing out.. is making them cut off from right... like before
    2017-05-18 | chandra.t
    Please make Footer form more compact like image labeled footer, it is too spaced out.
    2017-05-18 | chandra.t
    davidharrisdental.com/wp-admin/ U: developer101184 P: R1macYp7tf*fuFUvbUm6yYlV
    2017-05-18 | developerhaseeb
    fixed the bottom form.. had created new one for contact page only.. give me wordpress access so i can replace it. thanks

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    Adword Increase Quote 
    Leads | 2017-05-17 | Danny | #75879 |

    Spoke to Dr. Harris, he was a bit concern cause he hasn’t had new patients. Was considering increasing his budget. He wanted to target 15 miles which i advised him against doing. Was talking to a few other companies who wants to do 15 miles along with SEO which i advised him against and to be cautious and the reason why.

    He wants to target RSM which is about 7 miles away. Told him we can cover 7-8 miles around his practice and that I will get a quote for him.

    Also suggest getting landing pages setup for his AD with promos and reviews. Dr agreed.

    Will email dr and let him know.


    2017-05-17 | danny.n
    proposed to increase to $1,000/m

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    GA Access closed
    Ticket: Website | 2017-05-17 | Danny | #75878 |

    Please setup GA Access for Dr. Harris. Dr will lookout for your email. Ask if he has a gmail to use to allow access.


    2017-05-17 | chandra.t
    Analytics was never set up for this client, created GA and reporting.

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    optimizing site closed
    Task: Website | 2017-05-16 | Catherine C. | #75762 |

    doctor concerned he is not getting any new clients. Wanted to find out what he can do.


    2017-05-17 | danny.n
    also gave dr suggestions on adding promos to the ad's landing page. waiting on response.
    2017-05-17 | danny.n
    called.. lm with front office. let them know dr was expecting my call. Sent dr an email letting him know i had called.
    2017-05-17 | danny.n
    Ticket has been completed. Closing ticket.

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    add social links closed
    Ticket: Website | 2017-03-14 | Catherine C. | #71442 |

    FB – https://www.facebook.com/familydentalcare4u/

    Instagram – https://www.instagram.com/davidharrisdental/?hl=en


    2017-03-14 | catherine.c
    emailed completed.

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    add blog link closed
    Ticket: Website | 2017-03-02 | Catherine C. | #70663 |

    add blog link

    https://davidharrisdental.wordpress.com/


    2017-03-02 | catherine.c
    Ticket has been completed. Closing ticket.
    2017-03-02 | catherine.c
    emailed completed.

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    Email: Mobile Website is Ready 
    Mobile Ready | 2015-10-26 | Mitchell G | #40368 |

    Hello Dr. Harris,

    Your Mobile Website is ready for your review. To view your website, please log onto your phone and visit your domain. If your website is not viewable to the public, you may log into our Control Panel on your smartphone to view the Mobile Website. Please follow the instructions below to do so:

    LOGGING IN

    Login via your member login page: www.360controlpanel.com

    Username (your domain): davidharrisdental.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: ddmh1@aol.com

    MAKING CHANGES

    Please note that the mobile version uses the same pages as the main site. 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:




    Adword Orde closed
    Task: Accounting | 2015-10-26 | Danny | #40345 |

    Adword: $300/m

    Please charge and setup. Let me know once done so i can send Adword Activation email. Please include keywords and printscreens as usual.


    2015-10-27 | danny.n
    sent adword activation email with list of keywords and print screens.
    2015-10-26 | chandra.t
    Charged and campaign activated.

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    Email: Website is Live 
    Design | 2015-10-26 | Mitchell G | #40332 |

    Hello Dr. Harris,

    Congratulations! Your website (davidmharrisdds.com) is now live and visible to the public.

    We strongly encourage you to further customize your site by logging into Control Panel and using the website editor. If you have any questions and/or concerns, please let us know.

    LOGGING INTO CONTROL PANEL

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

    Username (your domain): davidmharrisdds.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: ddmh1@aol.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!


    Leave a Comment:




    Update Robots File/301 closed
    Task: Website | 2015-10-26 | Mitchell G | #40331 |

    1. Add the following lines to the end of the robots.txt file:

    User-agent: ia_archiver
    Disallow: /

    FLUSH CACHE in wordpress after the changes have been made.

    2. Complete 301 Redirects from previous site

    3. Compress theme images and uploads folder.


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    301 Redirects 
    Notes | 2015-10-26 | Mitchell G | #40328 |

    http://davidmharrisdds.com/
    http://davidmharrisdds.com/book-your-appointment
    http://davidmharrisdds.com/reviews


    Leave a Comment:




    When Is Site Going Live closed
    Task: Technical | 2015-09-14 | Danny | #38258 |

    Mitchell, please give me an update with the site going live. Have you contacted him on instructions to change DNS per our talk last week?

    I am waiting to go live so i can start the Adword Campaign (Marketing)


    2015-10-25 | danny.n
    Just let me know when it does go live. Thx
    2015-10-23 | mitchell.g
    I have ordered a new domain for Dr. Harris (davidharrisdental.com), we will go live on Monday.
    2015-09-30 | mitchell.g
    Called, and Peggy assured me that he will get the message about his domain.
    2015-09-28 | mitchell.g
    Called him, he does not know how to access his GoDaddy account because another company set it up. He says that he will contact that company to get everything straightened out. In the mean time, he wanted a few edits I'm going to take care of ASAP. I'm hoping to go live today or tomorrow depending on how the domain information goes.
    2015-09-28 | mitchell.g
    He called, I returned his call and left message with receptionist.
    2015-09-25 | mitchell.g
    Called and left a voicemail.
    2015-09-24 | mitchell.g
    He called and left a message while I was on lunch, I have called him and left a message with Peggy the receptionist.
    2015-09-24 | danny.n
    ok, just continue to f/u. he's very passive so dont shy away from bugging him. Also, please note your f/u so we have records of it here.
    2015-09-23 | mitchell.g
    Left a voicemail. Trying to get ahold of him to get the site live.
    2015-09-16 | danny.n
    ok. still keep me updated please.
    2015-09-16 | mitchell.g
    I have called and lm for Dr. Harris asking for domain login information, should be going live soon.
    2015-09-15 | danny.n
    great, just keep me posted so we can setup that marketing. thanks.
    2015-09-15 | mitchell.g
    I got ahold of him and am getting a phone conference set up today.

    Leave a Comment:




    Google Adword 
    Leads | 2015-09-08 | Danny | #37947 |

    Spoke to dr. – Dr wants to get the Adword campaign started at $299/m per my original conversation. That is his budget that he wants to work with. He hopes to see changes with the new site and marketing. Waiting to get site to go live. Will want to speak to mitchell on getting an Editor Tuturial and instructions to get site to go live.


    2015-09-08 | danny.n
    corrected.
    2015-09-08 | justin.n
    July***
    2015-09-08 | justin.n
    danny NAD is for August... just fyi
    2015-09-08 | danny.n
    Mitchell, just an fyi, Dr will be contacting you to get an online editor tutorial and also instructions to change DNS to get site to go live.

    Leave a Comment:




    Please Contact closed
    Task: Sales | 2015-09-08 | Chandra | #37943 |

    Doctor called for potential marketing. He wants to build his web presence, new site is not yet live. Please call.


    2015-09-08 | danny.n
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Contacted Client 
    Notes | 2015-09-04 | Mitchell G | #37880 |

    Gave the client details on how to login and now asked him if he was able to view the site and if any changes needed to be made.


    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2015-09-03 | Mitchell G | #37789 |

    Hello, Dr. Harris,

    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): davidmharrisdds.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: ddmh1@aol.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:




    Client Follow Up 
    Notes | 2015-08-14 | Mitchell G | #36989 |

    I have emailed him to check if he received his design draft. Will call him early next week.


    2015-08-21 | mitchell.g
    Client approved over phone, moving forward with development.
    2015-08-19 | mitchell.g
    Left message with receptionist

    Leave a Comment:




    Draft Submitted 
    Concepts | 2015-08-07 | Mitchell G | #36687 |

    Hello Dr. David M. Harris,

    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.

    Thank you!


    2015-09-03 | davidmharrisdds.com
    The things that I cant see is how this web page get exposure on the web . My web exposure is a big concern
    2015-09-03 | davidmharrisdds.com
    I can only see first page will each page have to get approval before you proceed to the next ? I would like to see how everything interacts . As far as first page when I pull it up it is too large for the screen other wise pretty basic!

    Leave a Comment:




    Website Design closed
    Task: New Project | 2015-08-03 | Mitchell G | #36381 |

    Hello Sachit,

    My client Dr. David M Harris wants a modern design while maintaining the same logo and color scheme of his current site. His current website is: davidmharrisdds.com

    He referenced this site: http://vitadental.com/ in term of design and layout. Essentially, we need to do a modernized version of that site.

    If you need any further clarification please don’t hesitate to contact me. I can try to get ahold of the busy client to get further information.


    2015-08-10 | developersachit
    Ok..I will keep this in mind Belinda. Thanks!
    2015-08-07 | belinda.t
    Design is good. The only advice for future is to keep menu bar more open.
    2015-08-07 | mitchell.g
    Belinda, please preview site design.
    2015-08-06 | developersachit
    PSD: https://copy.com/8Ag0qkUR9kcVW39J
    2015-08-06 | developersachit
    Hi Mitchell, I have designed the homepage mockup. JPG: https://copy.com/ZHTmdTFC0nBCjNIU
    2015-08-04 | belinda.t
    Mitchell, please let me see the design prior to sending to client.

    Leave a Comment:




    Contacted Client 
    Notes | 2015-07-31 | Mitchell G | #36339 |

    Client is very busy, I asked if he would like a phone call when I come up with website ideas and he said no, he would just reply to the email. I am sending a follow up email. I will try to get ahold of him early next week.


    Leave a Comment:




    New Website Design Specialist 
    Notes | 2015-07-13 | Olivia | #35288 |

    I sent an email to Dr. Harris to schedule a phone interview for the new design. I introduced Mitchell as his new designer and CC’d him in the email.


    2015-07-21 | mitchell.g
    He would like to keep current logo.
    2015-07-21 | mitchell.g
    Spoke with Dr. Harris on the phone, He specially wants a website that will respond well with patients. Keep the current colors red and white. He wants me to email him a variety of different sites to see what he likes. He is not picky at all.
    2015-07-16 | olivia.l
    I wasn't able to get a hold of Dr. Harris for the design interview. Switching client over to Mitchell who will follow up with Dr. Harris

    Leave a Comment:




    Contact Client closed
    Task: New Project | 2015-07-13 | Olivia | #35283 |

    Hello, I’ve been trying to reach out to Dr. Harris but he’s been hard to get a hold of. I taught him how to login in CP to work on the Design Questionnaire but haven’t heard back from him since. Please try to contact her and introduce her to Mitchell, his new website manager who will be taking over. TY


    2015-07-13 | olivia.l
    Emailed Dr. Harris to schedule a design interview over the phone and introduced him to Mitchell his Website Design Specialist.
    2015-07-13 | danny.n
    mitchell, it seems like Olivia is having difficulty with this client trying to access cp to fill out questionnaire. if you can, schedule a phone conference to do the interview over the phone instead.

    Leave a Comment:




    Follow up 
    Notes | 2015-07-02 | Olivia | #34702 |

    Spoke with receptionist. Doctor is out of office on vacation. Will call back on Monday to schedule an appointment. Doctor might be having trouble logging into CP with design questionnaire.


    2015-07-10 | olivia.l
    Office was closed, Left message
    2015-07-06 | olivia.l
    Left a message with receptionist. Dr. Harris is still busy coming back from his vacation. He will call me back.

    Leave a Comment:




    FTP – Robot closed
    Task: Website | 2015-06-23 | Justin | #34329 |

    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.
    2015-06-23 | developerjitendra
    FTP Details are not present and Url Redirect to https://360controlpanel.com/developer-report-ticket-single

    Leave a Comment:




    Email: Welcome! Get Started On Your Design 
    Design | 2015-06-23 | Olivia | #34028 |

    Hello Dr. David Harris,

    Welcome to Optimized360!

    My name is Olivia 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 representative 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. 

    Thank you!


    2015-06-24 | olivia.l
    Left message with receptionist

    Leave a Comment:




    Website Design (New Design Project) closed
    Task: New Project | 2015-06-22 | Danny | #33925 |

    – send design questionnaire to start
    – dr is extremely nice (very passive/shy)

    web makeover (see current site for info)


    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2015-06-22 | Danny | #33922 |

    Website Design: $2,500 + $49/m
    Mobile: $1,000 + $29/m
    Mediamed: $20/m
    * 6 payment of $583 + 2015 monthly waived

    Dr.-David-Harris
    2015-06-23 | chandra.t
    Yes $98/m starting 01/01/16.
    2015-06-23 | danny.n
    Chan, just to confirm, the $99/m will start on Jan 1st, 2016 and that only 6 payments of $583 for the initial.
    2015-06-23 | chandra.t
    Charged.
    2015-06-22 | danny.n
    proposal faxed in (see attached)

    Leave a Comment:




    Phone Conference 
    Estimates | 2015-05-18 | Danny | #32377 |

    Dr called me back. extremely nice. doesn’t know much about SEO. currently doing adwords on his own. Went over how SEO works and Adwords. gave example of irvine endodontist. Explained to him how SEO works and recommended to him that his site definitely needs a makeover if he wants to maximize on the conversion for this marketing campaign. pointed out to him all the issues. offered to manage the 1st 2 months adwords for him if he does a makeover (originally didn’t need a makeover until i pointed out the pros). Dr completely understand and sees the value of my consulatation cause it made sense. Sent dr proposal to review along with examples. told dr the payment schedule and dr had a sign of relief stating that that actually would help alot.

    Dr.-David-Harris
    2015-06-22 | danny.n
    you just spoke to him? when it comes in, i'll setup the tasks and account. i'll let you know.
    2015-06-22 | justin.n
    Answered all his questions in which he had left - clarified the terms - he has a commercial video he wants to promote onto the new website - also will send over pictures over - told Dr to fax over the proposal - he said everything looks good - hes going to fax
    2015-06-22 | danny.n
    reattached proposal for dr to fax back. Will contact dr to start design interview. Justin, please f/u by end of the day if we haven't received a fax.
    2015-06-22 | danny.n
    "sounds good please call to start David"
    2015-06-19 | justin.n
    Emailed & Updated proposal via Danny's Account for 6 Payments
    2015-06-15 | justin.n
    Nida spoke with Dr - he has not made a decision yet - he will call us back
    2015-06-10 | justin.n
    LM with Nida - dr isn't here - gave her Danny's direct
    2015-06-10 | danny.n
    offer him 6 months payment plan. he's super nice and very passive so take lead.
    2015-05-26 | danny.n
    responded to dr offering him an additional 10% off and to break up the initial into 3 installments. told him there is no point in delaying cause its a loss of potential business.
    2015-05-26 | danny.n
    "I am still interested in your program at this time I need to wait financially David"
    2015-05-21 | justin.n
    Mailed Package
    2015-05-21 | danny.n
    spoke to Nida, dr is not in yet. lm with Nida that i had called to f/u if he got the email info i had sent following our phone conference earlier this week.
    2015-05-18 | danny.n
    Justin, please MAIL proposal

    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: 2015-10-26
    Temporary Site: 2015-08-21
    Concept: 2015-08-07
    Approved: 2015-09-21
    Add to Upwork
    Add Developer to Temp Site
    Review: 2015-09-02
    Design # and Download:
    Image Optim: 2015-10-26
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products: 2015-10-26
    Status Cake: 2015-09-16
    Live Online: 2015-10-26
    Analytics Setup: 2017-05-17
    Analytics Report or Jetpack Setup: 2017-05-17
    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: 2015-08-07
    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: 2015-10-26
    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
    2015-06-22
    2015-06-23
    Mobile
    Fluid Responsive
    2015-06-22

    Videos
    2015-06-22

    Marketing
    2015-10-26

    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email
    2015-06-22

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2017-05-17 | Danny | Adword Increase Quote


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-05-17 | danny.n
    proposed to increase to $1,000/m
    Leads | 2015-09-08 | Danny | Google Adword


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-09-08 | danny.n
    corrected.
    2015-09-08 | justin.n
    July***
    2015-09-08 | justin.n
    danny NAD is for August... just fyi
    2015-09-08 | danny.n
    Mitchell, just an fyi, Dr will be contacting you to get an online editor tutorial and also instructions to change DNS to get site to go live.
    Estimates | 2015-05-18 | Danny | Phone Conference Ordered

    Gold Package


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


    x Custom Design + Mobile + Videos

    Adwords

    Regular Price:

    Initial: Payments of
    Monthly: $300*

    * 1st 2 months waived - Laguna Hills, CA

    Regular Price:

    Initial: Payments of
    Monthly:

    Dr.-David-Harris

    COMMENTS:

    2015-06-22 | danny.n
    you just spoke to him? when it comes in, i'll setup the tasks and account. i'll let you know.
    2015-06-22 | justin.n
    Answered all his questions in which he had left - clarified the terms - he has a commercial video he wants to promote onto the new website - also will send over pictures over - told Dr to fax over the proposal - he said everything looks good - hes going to fax
    2015-06-22 | danny.n
    reattached proposal for dr to fax back. Will contact dr to start design interview. Justin, please f/u by end of the day if we haven't received a fax.
    2015-06-22 | danny.n
    "sounds good please call to start David"
    2015-06-19 | justin.n
    Emailed & Updated proposal via Danny's Account for 6 Payments
    2015-06-15 | justin.n
    Nida spoke with Dr - he has not made a decision yet - he will call us back
    2015-06-10 | justin.n
    LM with Nida - dr isn't here - gave her Danny's direct
    2015-06-10 | danny.n
    offer him 6 months payment plan. he's super nice and very passive so take lead.
    2015-05-26 | danny.n
    responded to dr offering him an additional 10% off and to break up the initial into 3 installments. told him there is no point in delaying cause its a loss of potential business.
    2015-05-26 | danny.n
    "I am still interested in your program at this time I need to wait financially David"
    2015-05-21 | justin.n
    Mailed Package
    2015-05-21 | danny.n
    spoke to Nida, dr is not in yet. lm with Nida that i had called to f/u if he got the email info i had sent following our phone conference earlier this week.
    2015-05-18 | danny.n
    Justin, please MAIL proposal