Big Horn Dental

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 101214




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

    DOMAIN INFO


    LATEST NOTES



    Add a Note
    CATEGORY:



    Add a Task
    CATEGORY:




    Add a Ticket
    CATEGORY:





    Start Cancellation







    Reactivate? 
    Leads | 2017-02-24 | Danny | #70228 |

    SK: 11:58am today.


    Leave a Comment:




    Website Estimate 
    Estimates | 2015-08-26 | Justin | #37371 |

    Updated Proposal to new form – re-emailing Cali – spoke with Charlotte she will let her know I called – asked to email as well

    Cali_Updated_Proposal
    2015-09-14 | danny.n
    "Danny, we have went in another direction but I appreciate the information you have provided for our office. I would appreciate it if you could take us off your emails and phone calls. Thank you."
    2015-09-10 | justin.n
    LM - office seems to be closed - emailed via dannys account - please advise what you want to do - multiple attempts to reach but unable
    2015-09-01 | justin.n
    LM - cali is with patients

    Leave a Comment:




    Revised Proposal #4 
    Estimates | 2015-07-09 | Danny | #35008 |

    see prior estimate note. July offer


    2015-08-21 | justin.n
    LM with Charlotte - says Cali is in and out of the office between M-Th - she will leave a message again for Cali
    2015-08-19 | justin.n
    Opened via sidekick
    2015-08-18 | justin.n
    LM with front - very nice - Cali is in a meeting - re-forward email to Cali
    2015-08-14 | justin.n
    LM
    2015-08-12 | justin.n
    LM - stepped out
    2015-08-10 | justin.n
    LM with front
    2015-08-10 | justin.n
    opened via sidekick
    2015-08-07 | justin.n
    Emailed
    2015-08-05 | justin.n
    LM with front - Cali is not in for this week - will give message to Cali
    2015-07-31 | danny.n
    justin, can you call Cali. she's been sidekicking alot. good lead.
    2015-07-24 | danny.n
    sidekicked
    2015-07-23 | danny.n
    sidekicked again
    2015-07-23 | danny.n
    sidekicked
    2015-07-23 | danny.n
    f/u - showed her some recently designed sites that has features she originally liked about some of our clients. showed her http://westlakesmilestudio.com/.

    Leave a Comment:




    Phone Conference 
    Estimates | 2015-05-29 | Danny | #32728 |

    Cali called me back. Apologized she was not in yest. Looking to rebuild their site cause not getting patients. I noticed she has good online presence already which is expected for Gillette, WY. Explained to her how online exposure worked and then how important their site is to help with conversion. Pointed out to her a few issues that can be done that I’d recommended which she liked. She did see some of our designs that has a tab feature to highlight some of her main services. assured her bc our designs are custom, anything can be done. Went over how the design process works and also the main features in the future. assured her cmpetitive pricing and told her to let me know before finalizing so i can see about pointing out hidden disclosures which I had help 2 doctors yesterday prior to signing up with us. Asked to send info so she can present to dr. very hot lead and very nice.

    Cali-Big-Horn-Dental
    2015-07-09 | danny.n
    called. lm. sent another email. introduced our July special for 20 month payment plan
    2015-07-01 | danny.n
    sidekicked
    2015-07-01 | danny.n
    sent her a f/u.
    2015-06-30 | danny.n
    sidekicked
    2015-06-22 | danny.n
    sidekicked
    2015-06-19 | danny.n
    sent Cali a f/u. offered her a 30 day MBG
    2015-06-15 | danny.n
    sidekicked
    2015-06-11 | danny.n
    sidekicked
    2015-06-10 | danny.n
    sidekicked
    2015-06-09 | danny.n
    gave her thorough explanatino on how domains and server work. assured her of the streamline process and that we will guide her throughout the project what to do. assured her of her emails as well. It seems they currently own the domain name which is what i see on whois
    2015-06-09 | danny.n
    "Danny, We would still own our address and website, correct?"
    2015-06-09 | danny.n
    resent proposal and clarified what is included and the 2 links associated to Dentrix (login & survey) if she like to continue that service, it works independent of the site.
    2015-06-09 | danny.n
    "Would you mind sending me what Optimized has to offer and a layout of what the pricing would be that fits best with our practice? Also, what are your expectations of Big Horn Dental's responsibility for the upkeep of the site or do you take care of all of it? I don't know what you mean when you say cancel the website part of our Dentrix. I don't know what we utilize from them anyway. Those are just a few questions I have for right now."
    2015-06-08 | danny.n
    responded to Cali letting her know that i am famiiar with the 2 companies she had told me and that our rates are still very competitive bc they are on the higher spectrum of cost. told her to let me know regardless of the decision so i can either point out the disclosures/differences and/or if i can beat theirs.
    2015-06-08 | danny.n
    "Danny, One of the doctors has been out of town and won't be back in for another week. I also have Sesame and Rosemont Media that I'm presenting with. Once a decision has been made, I will let you know either way. "
    2015-06-04 | danny.n
    f/u via email.
    2015-06-01 | danny.n
    sidekicked again this morning (twice)
    2015-05-29 | danny.n
    "Got it..thank you!"

    Leave a Comment:




    Initial Contact 
    Leads | 2015-05-28 | Danny | #32702 |

    Called. Spoke to Amanda. stated Cali won’t be in until tomorrow. LM with Amanda. Sent Cali an email letting her know i had called and that i did a review of their site and online presence. gave her my direct line. will contact again tomorrow when she is in.


    2015-05-28 | danny.n
    sidekicked

    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:
    Concept:
    Approved:
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download:
    Image Optim:
    Website is Ready:
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    Analytics Report or Jetpack Setup:
    Analytics ID:
    Google Account

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


    Additional Recipients:




    Previous Concepts:
    Additional Recipients:

    Message for Client:

    Task for Developers:




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



    ADDITIONAL EMAIL TO:

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

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

    Previous FTP USER

    Previous FTP PW

    ADDITIONAL EMAIL TO:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


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

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



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

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

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




    Facebook
    Google
    Twitter
  • Blog Schedule
    Monthly
    None


    Notes

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



    Need topics? See a list of topics here.

    Initial Blog DQ
    Social Media Access

    Facebook

    Account Access:
    Active
    Cancelled

    Google Plus

    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

    Twitter

    Twitter


    Active
    Cancelled

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

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

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


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

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


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

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

  • Marketing




    STEPS
    Ordered:
    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


    Mobile
    Fluid Responsive


    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2017-02-24 | Danny | Reactivate?


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Estimates | 2015-08-26 | Justin | Website Estimate Sent

    Gold


    Initial: 2 Payments of $1,749
    Monthly: $99/m


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site Optimization

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Educational Videos

    High-Quality Patient Dental Videos

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x 30 Day Money Back Guarantee - No Contract (Month to Month)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Cali_Updated_Proposal

    COMMENTS:

    2015-09-14 | danny.n
    "Danny, we have went in another direction but I appreciate the information you have provided for our office. I would appreciate it if you could take us off your emails and phone calls. Thank you."
    2015-09-10 | justin.n
    LM - office seems to be closed - emailed via dannys account - please advise what you want to do - multiple attempts to reach but unable
    2015-09-01 | justin.n
    LM - cali is with patients
    Estimates | 2015-07-09 | Danny | Revised Proposal #4 Expired

    Gold


    Initial: Payments of $175 (20 payments)
    Monthly: $99


    x Web + Mobile + Video

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-08-21 | justin.n
    LM with Charlotte - says Cali is in and out of the office between M-Th - she will leave a message again for Cali
    2015-08-19 | justin.n
    Opened via sidekick
    2015-08-18 | justin.n
    LM with front - very nice - Cali is in a meeting - re-forward email to Cali
    2015-08-14 | justin.n
    LM
    2015-08-12 | justin.n
    LM - stepped out
    2015-08-10 | justin.n
    LM with front
    2015-08-10 | justin.n
    opened via sidekick
    2015-08-07 | justin.n
    Emailed
    2015-08-05 | justin.n
    LM with front - Cali is not in for this week - will give message to Cali
    2015-07-31 | danny.n
    justin, can you call Cali. she's been sidekicking alot. good lead.
    2015-07-24 | danny.n
    sidekicked
    2015-07-23 | danny.n
    sidekicked again
    2015-07-23 | danny.n
    sidekicked
    2015-07-23 | danny.n
    f/u - showed her some recently designed sites that has features she originally liked about some of our clients. showed her http://westlakesmilestudio.com/.
    Estimates | 2015-05-29 | Danny | Phone Conference Expired

    Gold


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


    x * May special extended to 6.30 - 2015 Monthly fees waived

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Cali-Big-Horn-Dental

    COMMENTS:

    2015-07-09 | danny.n
    called. lm. sent another email. introduced our July special for 20 month payment plan
    2015-07-01 | danny.n
    sidekicked
    2015-07-01 | danny.n
    sent her a f/u.
    2015-06-30 | danny.n
    sidekicked
    2015-06-22 | danny.n
    sidekicked
    2015-06-19 | danny.n
    sent Cali a f/u. offered her a 30 day MBG
    2015-06-15 | danny.n
    sidekicked
    2015-06-11 | danny.n
    sidekicked
    2015-06-10 | danny.n
    sidekicked
    2015-06-09 | danny.n
    gave her thorough explanatino on how domains and server work. assured her of the streamline process and that we will guide her throughout the project what to do. assured her of her emails as well. It seems they currently own the domain name which is what i see on whois
    2015-06-09 | danny.n
    "Danny, We would still own our address and website, correct?"
    2015-06-09 | danny.n
    resent proposal and clarified what is included and the 2 links associated to Dentrix (login & survey) if she like to continue that service, it works independent of the site.
    2015-06-09 | danny.n
    "Would you mind sending me what Optimized has to offer and a layout of what the pricing would be that fits best with our practice? Also, what are your expectations of Big Horn Dental's responsibility for the upkeep of the site or do you take care of all of it? I don't know what you mean when you say cancel the website part of our Dentrix. I don't know what we utilize from them anyway. Those are just a few questions I have for right now."
    2015-06-08 | danny.n
    responded to Cali letting her know that i am famiiar with the 2 companies she had told me and that our rates are still very competitive bc they are on the higher spectrum of cost. told her to let me know regardless of the decision so i can either point out the disclosures/differences and/or if i can beat theirs.
    2015-06-08 | danny.n
    "Danny, One of the doctors has been out of town and won't be back in for another week. I also have Sesame and Rosemont Media that I'm presenting with. Once a decision has been made, I will let you know either way. "
    2015-06-04 | danny.n
    f/u via email.
    2015-06-01 | danny.n
    sidekicked again this morning (twice)
    2015-05-29 | danny.n
    "Got it..thank you!"
    Leads | 2015-05-28 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-05-28 | danny.n
    sidekicked