Drs. Petit & Shunk

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    Adword Stat and Temp Pause closed
    Task: Sales | 2016-06-29 | Danny | #54185 |

    Chan, please send me their report for the last 30 days which is the only amount of time they started. Dr wanted me to send stats so she can review to see if she wants to continue.

    stat below was sent to Dr. Petit and Monique

    Date (May 30 – June 28, last 30 days) Clicks Impressions Average Position
    Upland 245 36,473 2.1
    Laguna Niguel 612 76,803 1.9

    2016-07-05 | chandra.t
    Paused campaign.
    2016-06-29 | chandra.t
    Sent stats to Danny.

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    Adwords closed
    Task: Sales | 2016-05-26 | Danny | #52049 |

    Adwords: $3,000/m (2 month commitment)

    $1,500/m – Upland, CA
    $1,500/m – Laguna Niguel, CA

    Chan please talk to me regarding this before charging/setup


    2016-06-02 | danny.n
    Chan, this client has a credit of $3,000 from a cancelled web project. We have decided to credit this 1st month. For 2nd month, I will see if she wants to continue. Please keep this task open. I have on my calendar to pause and check if she wants to continue on June 29th.
    2016-06-01 | danny.n
    Chan, do not charge this yet. Please talk to me before setting the charges. Thanks.
    2016-05-31 | danny.n
    Adword Activation email sent.
    2016-05-26 | danny.n
    Setup to activate next Tues but charge Wed.

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    Please Call closed
    Task: Other | 2016-05-25 | Chandra | #51963 |

    Monique called regarding project credit being allocated to a postcard design? Please call 5/26/16 949-939-9179.


    2016-05-26 | danny.n
    Ticket has been completed. Closing ticket.
    2016-05-26 | danny.n
    called. Dr had a $3,000 credit. we will do adwords for 1 month. Dr will continue at that rate if it works.

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    introduction package mailed 
    Notes | 2015-12-15 | Alec J. | #42515 |

    package mailed excluding her services


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    Web Design & Marketing F/U Decision closed
    Notes | 2015-12-08 | Danny | #42153 |

    called lm for Dr. Petit. WHere we had left off, Dr. Petit was to speak to her husband to simply keep her old site and do the marketing with us only. Dr didn’t like the design that her staff agreed to with our designer. Dr originally felt she didn’t have a need for a new site (a bit of history). Dr really liked me and wants to continue business relations but with Marketing not the website and wanted to see if she can get a refund, i told her we can’t cause of the work that was done already. Had offered to the dr at the time to redo the design but working directly with her to her satisfaction not others. I had poitned out to her as well that the new design is a lot better than hers cause it has all the important modern marketing concept that will increase conversion rate better than her current one. OVerall, sent dr a f/u email.


    2015-12-08 | danny.n
    belinda, ok to close your task. just read my note above to get a summar of where we are at.

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    Cancellation closed
    Task: Other | 2015-10-28 | Danny | #40501 |

    Please pause all work until further notice.


    2015-12-08 | belinda.t
    Closing task as doctor has not responded. Danny is in contact with client whether to keep project going or not.
    2015-11-13 | belinda.t
    Doctor is still deciding whether she would like to keep website online. Will F/U with Danny next week to take site offline since she is not paying.
    2015-10-28 | chandra.t
    Charges stopped.

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    Pending Cancellation 
    Notes | 2015-10-28 | Danny | #40500 |

    Monique had called stating that dr wants to simply cancel because she gave the site a try and still doesn’t feel she needs a new site cause she is happy with her current site. Just a bit of history: this site, she was told my her daughter and other staff that she should update her site at the time and was pushed by her daughter to do so which is the person I’ve talked to from the beginning. Now she has gone off to school and was not involved after the order was placed.

    Told Monique that we will stop the charges but monique had asked for a refund which I had explained that the work has been done and there is not reimbursement. I told her if i can speak to the doctor but stated she won’t be in until next week so i told her i’ll email the dr to have her call me to discuss.


    2015-10-29 | danny.n
    dr called. spoke to dr to clarify the email. she will speak to her husband to see how to proceed. She stated that officite been calling her to stay with them and switch design for $300 whcih i told her is a template which she is aware. Clarified that that is fine with her cause marketing that i have proposed has nothing to do with what site she decide with. will let me know next week. conversation went well and dr appreciated the offer.
    2015-10-29 | danny.n
    called. dr with a patient. Sent her an email highlighting the resolution and the benefits of the resolution on her end. told dr to call me to discuss further if she has a few minutes in between patients. waiting on dr's response.
    2015-10-28 | danny.n
    spoke to dr fahimi, gave him the run down of everything. Dr f stated we can't refund but can credit it towards her marketing. She wanted to do $500/m so we can double that and do $1,500 ($1,000 of it will be on us as credit) for 3 months. Had told dr i will talk to the CEO and see what we can do but most likely can't refund cause we have done our work and doing this is to help accommodate her.
    2015-10-28 | danny.n
    dr called me back. talked for over 15 mins. Phone call was very civil. Dr stated that had she known it was 30 days money back with no time limit, she would not have done the site. Told dr we previously stated this in writing back in June to evan. Dr stated that i told her that she will be 100% happy or she'll get her money back but had left out the 30 days which I wouldn't have if i did. Dr was never that much involved from the beginning and communication was mostly with evan and monique and her daughter katrina and that dr from beginning back in may didn't even want to do a new site but her daughter advised her to do so. I told her we can't refund her cause of the work that was done. gave her options to redo the site to her liking if we worked directly with her (usually additional cost). Dr stated she wants a refund and still continue working with us for marketin gof her current site because she liked me and knows that I am knowledgeable in during those time she has spoken to me which is mostly in September when site was almost done.
    2015-10-28 | danny.n
    emailed dr to call me gave her many reasons why she should keep what we did vs what she already has. poitned out to her that we did offer 30 day money back guarantee which was stated to "evan" on June 8th but that was well past 30 days.
    2015-10-28 | danny.n
    also, i spoke to dr a few weeks ago and she was at the time happy and was askign was what the next step to go live so we can market the site. Dr had ordered adwords as well at that time (see "marketing" note). Seems like client is simply changing her mind altogether

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    Staff Page closed
    Task: Website | 2015-10-21 | Mitchell G | #40115 |

    Add the staff images from the home page to the staff page. For the Laguna Niguel staff page remove Bonnie & Susan and Add Angelica, Oscar, and Monique. For Upland, add Oscar and Monique D.


    2015-10-22 | rod.l
    Ticket has been completed. Closing ticket.

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    Replace staff images (via Email) closed
    Ticket: Website | 2015-10-15 | Rod L. | #39797 |

    On the front page, replace staff images with new ones and change their names on hover.


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    Follow ups 
    Notes | 2015-10-02 | Mitchell G | #39171 |

    I am waiting for Missy to send me over the new staff images so we can finally make the site go live. I sent a follow-up email as well. The staff images are on the home page so it becomes an important aspect that needs to be taken care of before going live.


    2015-10-26 | mitchell.g
    I called Monique to get a status report, they are working on getting a new logo but she suggested to me that I call Dr. Petit on her cell to get a final answer. I will call tomorrow.
    2015-10-21 | mitchell.g
    Monique called, they are wanting to get a new domain so it works with both their locations. They are currently coming up with a new domain and plan to go live soon.

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    Adwords (Laguna Niguel) closed
    Task: Sales | 2015-09-21 | Danny | #38576 |

    Adwords: Laguna Niguel – $500/m
    up to 2-3 miles

    * Chan, please f/u on this, will start/charge once site goes live. Let me know prior.


    2015-10-28 | danny.n
    chan, do not start any adwords. please stop altogether.

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    Marketing 
    Leads | 2015-09-21 | Danny | #38575 |

    Spoke to Dr. Petit (very nice), wasn’t sure where we are at with the site. Went online and saw old site. told he we are waiting for their approval to go live. Seems like her daughter went back to college and is not aware where things are. I explained to her that so she understood. Site is with Dentrix, explained how it works cause she is paying them for a bundle service, told her it is separate and they can’t host our site, she understood. Discussed Adwords, had talked before, dr wants to start on the Adwords for Laguna Niguel location first. Will start once site goes live.


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    Apple Watch Offer Inquiry 
    Notes | 2015-09-21 | Danny | #38563 |

    Monique had called with questions about an Apple Watch offer they had received via email. Reviewed their account and they have a signed contracted faxed for a May offer with 2015 monthly waived. They signed the contract on July during the Apple Watch promo blast. Told her we can’t combine offers. fwd the email to her with the contract to review.


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    Staff image hover effect closed
    Task: Website | 2015-09-16 | Mitchell G | #38399 |

    Can you please show the staff name over the image when the image is hovered on the home page. For now list the staff as “Staff Member #1, Staff Member #2, etc.”


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    Mobile and Website Edits closed
    Task: Website | 2015-09-16 | Mitchell G | #38398 |

    Mobile
    1. Add click to call for both locations
    2. Logo on inner page is not the same as home page

    Desktop
    1. Lower the logo and center it above “A healthy smile is a beautiful smile.”
    2. Center the Book Appointment button under “A healthy smile is a beautiful smile.”


    2015-10-07 | developerjitendra
    now your Logo on inner page is same as home page on mobile please check thankyou....
    2015-09-21 | danny.n
    mitchell, let me know where we are at? i just spoke to the dr. please talk to me so i can update you.
    2015-09-17 | rod.l
    Waiting for new logo file.

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    Email: Your Website is Ready 
    Custom Ready | 2015-08-17 | Mitchell G | #37018 |

    Hello Dr. Cristina Petit & James Shunk,

    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): dentallagunaniguel.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: niguel.dental@gmail.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.

    We probably need to take new staff photos to replace the lower resolution photos, this will make the website seem more crisp and clean.

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


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    Client in Development 
    Notes | 2015-08-03 | Mitchell G | #36394 |

    Client has approved and is currently being developed.


    2015-09-14 | mitchell.g
    Client is not happy that the site looks zoomed in on her small screen, it's a relatively large site and it looks zoomed and squished on smaller screens. So I offered to make the elements smaller and aligned symmetrically.

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    Change images closed
    Task: Website | 2015-07-27 | Mitchell G | #36094 |

    For Petit & Shunk change the 3 images below the header image to a more diverse group of individuals.


    2015-07-28 | developersachit
    UPDATED PSD https://copy.com/qCEuO8zcvl7CaBOZ
    2015-07-28 | developersachit
    UPDATED JPG https://copy.com/lvRGjdSYzJ6w9XHt
    2015-07-28 | mitchell.g
    http://www.bigstockphoto.com/image-81222563/ http://www.bigstockphoto.com/image-6432295 http://www.bigstockphoto.com/image-70789015/ I believe we ran out of downloads for today, you might be able to find some in the previous downloads section.
    2015-07-27 | developersachit
    Can you please propose me a few images?

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    Draft Submitted 
    Concepts | 2015-07-22 | Mitchell G | #35924 |

    Hello,

    Here are the most recent revisions to the site discussed over email. Let me know what you think.

    Thank you!


    2015-07-22 | dentallagunaniguel.com
    I will be sending you new staff pictures, by the way. Some of the people currently on there no longer work at the office.

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    Draft Submitted 
    Concepts | 2015-07-21 | Mitchell G | #35891 |

    Here is another revision making the images go from one side to the other. Let me know what you think!


    2015-07-21 | dentallagunaniguel.com
    The circles don't look as cute as I thought they would. :( I think squares would be better.

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    Draft Submitted 
    Concepts | 2015-07-21 | Mitchell G | #35878 |

    Hello, here is the current revisions. I will go ahead and make the entire site go from one side to the other. Also, when the site is developed I will add a hover effect to show the names just like in http://www.ipsocreative.com/ and I will add to the office pages that the office caters to Spanish speakers.

    Let me know what you think!


    2015-07-21 | dentallagunaniguel.com
    I think that the color is a little too dark. I like the old one better. The other one had concept had a lighter and brighter feel to it. They still don't like the picture.

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    Draft Submitted 
    Concepts | 2015-07-17 | Mitchell G | #35729 |

    Hello Dr. Petit, Dr. Shunk and Melissa,

    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!


    2015-07-21 | dentallagunaniguel.com
    Do you think we should put something about how people at both offices speak Spanish?
    2015-07-20 | dentallagunaniguel.com
    And can we make everything go from one side all the way to the other like these two do? https://bluebottlecoffee.com/ http://www.ipsocreative.com/ ^Can we also do the thing like they do where you have to hover over the pic to get the name in yellow?
    2015-07-20 | dentallagunaniguel.com
    Also, how do you think the doctors/staff would look in circles instead of squares?
    2015-07-20 | dentallagunaniguel.com
    I love the side bar and the concept, there just needs to be a few changes. Is there any way that the logo can go straight above the verbiage? Also, it would be great if the phone numbers could be bigger! We don't really need the New Patient (since they would only be requesting an appointment) or Our Patient tabs, so that would make room in the tool bar for the logo in the left hand corner and a Request An Appointment button. In addition, can we perhaps make the tool bar a little bit longer and the words bigger. I like the Veneers/Crown/Cosmetic Dentistry part and the section underneath that as well. I would also like it to be meet the doctors & staff (we will be taking new pictures and I have new information for all of them). And, the address and location part below that. Unfortunately, the doctors do not like the picture of the girl at the top and they want a blue that is a little bit darker. Thanks!

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    Design Questionnaire Submission 
    Design | 2015-07-13 | niguel.dental@gmail.com | #35315 |

    http://www.ipsocreative.com/
    I really like this website! I like the colors that they use in the tool bar that floats to the top as you go down. I also like how they introduce colors like pink and yellow in the text.
    http://www.cloud9.co.kr/
    On this website,, i like the how the tool bar is on the side. Maybe we could do something like that but with tabs that link to making an appointment, facebook and whatnot,
    http://www.socialprintstudio.com/
    I have printed square business cards from this website. I like the freshness of it and how it shows lots of pictures to demonstrate the products they offer.


    2015-07-15 | mitchell.g
    Client is in design phase.
    2015-07-14 | mitchell.g
    Client wants an ultra-modern website with the latest design trends with the colors, Light Green, Light Blue, Orange, and Yellow. Melissa (daughter) has listed several site for design reference including: http://www.wnetwork.com/, http://www.shoesforgents.co.uk/, and https://bluebottlecoffee.com/. She wants a full page background with a fixed opaque header. I have sent the design to the design team.

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    Email: Welcome! Get Started On Your Design 
    Design | 2015-07-13 | Mitchell G | #35305 |

    Hello Melissa,

    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)
    Username: dentallagunaniguel.com
    Password: niguel5000
    *(Feel free to contact me if you need any assistance logging in)

    You can find the Design Questionnaire in the welcome box.

    I look forward to working on this design with you.


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    Contact New Client: Katrina (Dr. Petit’s Daughter) closed
    Task: New Project | 2015-07-13 | Olivia | #35285 |

    Hello, please contact Katrina (katrinamshunk@gmail.com) and introduce yourself so she can login to CP and begin the design questionnaire. I’ve left messages for Dr. Petit at the office but she’s been nonresponsive. Once you get a hold of Katrina, ask to schedule a phone interview to go over some design concepts with her.


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    Contact Client closed
    Task: New Project | 2015-07-13 | Olivia | #35282 |

    Hello, I’ve been trying to reach out to Dr. Petit but she’s been hard to get a hold of. Please try to contact her and introduce her to Mitchell, her new website manager who will be taking over. TY


    2015-07-13 | danny.n
    mitchell, please contact Katrina (dr's daughter), dr petit specifically told me that Katrina will be in charge of this project when i had a ph conf with both DR. Petit and Katrina prior to finalizing. her email is katrinamshunk@gmail.co Email both main and her and cc me. Let me know if you still not able to get a hold of.

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    Email: Welcome! Get Started On Your Design 
    Design | 2015-07-06 | Olivia | #34818 |

    Hello Dr. Cristina Petit & James Shunk,

    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 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. 

    Thank you!


    2015-07-10 | olivia.l
    Spoke with receptionist. Dr. Petit has been busy and will contact me next week to have a design interview.
    2015-07-08 | olivia.l
    Left a message for Dr. Petit with Evan to follow up on the design process.

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    Website Design (New Design Project) closed
    Task: New Project | 2015-07-06 | Danny | #34757 |

    – Will be working with Evan and Drs. Petit/Shunk’s daughter Katrina. Please email both.
    – client will take full advantage of the 30 day money back guarantee, please be on top of this! 🙂
    – Katrina and Evan are overall nice…. Dr. Petit (mom) didn’t feel like a need for a change but was persuaded by Katrina, Evan and us.

    – Website makeover, include 2 locations
    – do 301 redirect
    – husband/wife practice


    Leave a Comment:




    Web Design (new order) closed
    Task: Accounting | 2015-07-06 | Danny | #34755 |

    Website Design: $2,500 + $49/m*
    Mobile: $1,000 + $29/m*
    Videos: $20/m*
    * 2015 Monthly Waived

    Dr.-Christina-Petit1
    2015-07-06 | chandra.t
    Charged.

    Leave a Comment:




    Marketing Quote 
    Estimates | 2015-07-01 | Danny | #34644 |

    Quoted. Will discuss again once new site is online.


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    Phone Conference 
    Estimates | 2015-06-25 | Danny | #34406 |

    dr called and lm on my direct line. There was some confusion who her staff spoke to, thought it was me but stated to her it was Justin. She didn’t feel there is a need for a new website but her staff was and is impressed speaking to justin. Gave her an overview of what we do and how we are beneficial on helping her making the site more effective which I had pointed out to her. She liked a lot of my recommendations/ideas and what we can bring to the table for her. went over SEO and Adwords as well. recommended to do adwords. wanted to see if we can just do her exclusively for marketing. told her we can possibly work something out. she had to go see a patient and like to call me back. great convo.

    Dr.-Christina-Petit Dr.-Cristina-Petit
    2015-07-06 | justin.n
    Evan called - asked if they can have youtube videos on specified pages - I told them with the Gold Package that comes with Dental Videos - I can give him the integrated version and add on any youtube videos they find and want on the desired pages
    2015-07-02 | danny.n
    sidekicked again just now so i replied to my last email to see if she got the info so i cna get a response update.
    2015-07-01 | danny.n
    sidekicked
    2015-07-01 | danny.n
    had a ph conf with Dr. Petit and her daugher Katrina. Went over many questions about the process and what is included. Quoted $500/m for Upland (up to 5 miles) and $500/m for Laguna Niguel (up to 2-3 miles). Dr stated she is going on vacation at the end of the month. Told her it is good to start now since it takes about 4-6 weeks which is what her daughter recommended. Dr stated she will fax to get started.
    2015-06-25 | danny.n
    Justin, see note.

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    Website Estimate 
    Estimates | 2015-06-08 | Justin | #33238 |

    Responded to Evans email – offered 30 Days MBG – lead wanted to see different packages – assured quality & 100% satisfaction

    Dr.-Shunk-Petit
    2015-07-06 | danny.n
    "Hey Danny, I'm sorry for the delayed reply. My dad, Dr. Shunk, will be contacting you shortly to learn more about your services and then we should be good to go. Just to clarify, does the 30 day money back guarantee begin when the new site goes live? Best, Katie "
    2015-06-24 | justin.n
    Evan said they definitely will be going with us - they are just taking care of somethings right now - asked for my direct line - will call me when they are ready - told him he can always fax back the form and I will call to confirm I received it - give them time before following up
    2015-06-23 | justin.n
    Evan will be in tomorrow
    2015-06-18 | justin.n
    Will be in 9:30 to 12:30 tomorrow - he wasn't in today

    Leave a Comment:




    Initial Contact 
    Estimates | 2015-05-26 | Danny | #32589 |

    Called. LM. sent info per their request.

    Drs.-Shunk-Petit
    2015-06-12 | justin.n
    Spoke with Evan - very nice - dr is definitely going to go with us - they haven't had time yet to look at the proposal to decide and also look at our design samples - told him I will touch base late next week
    2015-06-08 | danny.n
    offer them 30 days money back guarantee
    2015-06-08 | justin.n
    Hello Justin, We are very interested in your website designs. I would appreciate if you could email the specific pricing for each of the three packages you offer. Thanks, Evan
    2015-06-08 | danny.n
    call on next f/u to make srue they got th eproposal to review. Treat it as if you didn't know they open it but to ensure all questions are answered.
    2015-06-08 | justin.n
    They opened my email regarding mailing package & match and beat by 10% and the proposal you gave them - dont know why i didnt attach your proposal again when i emailed last week but anyways it's fresh in their mind again since they opened
    2015-06-04 | justin.n
    Emailed F/U
    2015-05-28 | justin.n
    Spoke with front- very nice - she said she doesnt think they looked it over yet - gave her my number and dannys to schedule a conference for Danny
    2015-05-27 | justin.n
    Mailed
    2015-05-27 | danny.n
    please call them on Thurs to confirm if they got the info and if there are any questions. if so, please schedule ph conf for me
    2015-05-26 | danny.n
    Justin, please MAIL proposal

    Leave a Comment:




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    Website Backup:
    Introduction:
    Questionnaire: 2015-07-13
    Concept: 2015-07-22
    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: 2016-05-26
    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
    2015-07-06
    2015-07-06
    Mobile
    Fluid Responsive
    2015-07-06

    Videos
    2015-07-06

    Marketing
    2016-05-26

    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email
    2015-07-06

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2015-09-21 | Danny | Marketing


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Estimates | 2015-07-01 | Danny | Marketing Quote Sent

    Adwords (Upland)


    Initial: Payments of
    Monthly: $500


    x Upland - up to 5 miles

    Adwords (Laguna Niguel)

    Regular Price:

    Initial: Payments of
    Monthly: $500

    Laguna Niguel - up to 3 miles

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Estimates | 2015-06-25 | Danny | Phone Conference Ordered

    Gold Package


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


    x 6 months waived. CDA Special

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Dr.-Christina-Petit Dr.-Cristina-Petit

    COMMENTS:

    2015-07-06 | justin.n
    Evan called - asked if they can have youtube videos on specified pages - I told them with the Gold Package that comes with Dental Videos - I can give him the integrated version and add on any youtube videos they find and want on the desired pages
    2015-07-02 | danny.n
    sidekicked again just now so i replied to my last email to see if she got the info so i cna get a response update.
    2015-07-01 | danny.n
    sidekicked
    2015-07-01 | danny.n
    had a ph conf with Dr. Petit and her daugher Katrina. Went over many questions about the process and what is included. Quoted $500/m for Upland (up to 5 miles) and $500/m for Laguna Niguel (up to 2-3 miles). Dr stated she is going on vacation at the end of the month. Told her it is good to start now since it takes about 4-6 weeks which is what her daughter recommended. Dr stated she will fax to get started.
    2015-06-25 | danny.n
    Justin, see note.
    Estimates | 2015-06-08 | Justin | Website Estimate Expired

    Silver + 2015 Monthly Waived


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


    x

    Gold + 2015 Monthly Waived

    Regular Price:

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


    Platinum + 2015 Monthly Waived

    Regular Price:

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

    Dr.-Shunk-Petit

    COMMENTS:

    2015-07-06 | danny.n
    "Hey Danny, I'm sorry for the delayed reply. My dad, Dr. Shunk, will be contacting you shortly to learn more about your services and then we should be good to go. Just to clarify, does the 30 day money back guarantee begin when the new site goes live? Best, Katie "
    2015-06-24 | justin.n
    Evan said they definitely will be going with us - they are just taking care of somethings right now - asked for my direct line - will call me when they are ready - told him he can always fax back the form and I will call to confirm I received it - give them time before following up
    2015-06-23 | justin.n
    Evan will be in tomorrow
    2015-06-18 | justin.n
    Will be in 9:30 to 12:30 tomorrow - he wasn't in today
    Estimates | 2015-05-26 | Danny | Initial Contact Expired

    Gold Package


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


    x * 2015 Monthly fees waived: Website + Mobile + Patient Ed Videos + all default features

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Drs.-Shunk-Petit

    COMMENTS:

    2015-06-12 | justin.n
    Spoke with Evan - very nice - dr is definitely going to go with us - they haven't had time yet to look at the proposal to decide and also look at our design samples - told him I will touch base late next week
    2015-06-08 | danny.n
    offer them 30 days money back guarantee
    2015-06-08 | justin.n
    Hello Justin, We are very interested in your website designs. I would appreciate if you could email the specific pricing for each of the three packages you offer. Thanks, Evan
    2015-06-08 | danny.n
    call on next f/u to make srue they got th eproposal to review. Treat it as if you didn't know they open it but to ensure all questions are answered.
    2015-06-08 | justin.n
    They opened my email regarding mailing package & match and beat by 10% and the proposal you gave them - dont know why i didnt attach your proposal again when i emailed last week but anyways it's fresh in their mind again since they opened
    2015-06-04 | justin.n
    Emailed F/U
    2015-05-28 | justin.n
    Spoke with front- very nice - she said she doesnt think they looked it over yet - gave her my number and dannys to schedule a conference for Danny
    2015-05-27 | justin.n
    Mailed
    2015-05-27 | danny.n
    please call them on Thurs to confirm if they got the info and if there are any questions. if so, please schedule ph conf for me
    2015-05-26 | danny.n
    Justin, please MAIL proposal