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    Profile ID: 101249




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    Updated Proposal 
    Estimates | 2015-06-16 | Justin | #33690 |

    Spoke with Dr. Henner – had a very long conversation with him – he is choosing between officite and us – officite more because of the pricing – he doesn’t like their templates tho – they are currently doing $1,500 + $69/$200 (Social/ $500/m (SEO) – he’s not too thrilled – rather pay for our quality of work for a bit more – he wanted to see different options like the silver – likes mobile & videos – worked up a custom proposal for him with a guaranteed competitive pricing – had a great convo – he will talk to his dad and come back and touch base

    Dr.-Marc-Henner1
    2015-07-17 | justin.n
    LM
    2015-07-07 | justin.n
    LM
    2015-07-06 | justin.n
    Emailed F/U
    2015-06-30 | justin.n
    LM yesterday
    2015-06-25 | justin.n
    LM
    2015-06-23 | justin.n
    Emailed
    2015-06-22 | justin.n
    LM - Email tomorrow
    2015-06-19 | justin.n
    opened via sidekick Wednesday

    Leave a Comment:




    Website Estimate 
    Estimates | 2015-06-11 | Justin | #33448 |

    Spoke with Dr – very nice – had a great conversation – told me off the bat he received a few quotes – verified I am very familiar with our competitors – told him match and beat policy as well as 30 Days MBG to express confidence in our company – went over Gold Package – he is aware other companies are templates – told him you can tell (low initial + high monthly vs our fees) – dr had to go see a patient – he had a good understanding of hour our design process works – and how important the gold package will be for a practice starting a new website – sent proposal

    APPLE iWATCH PROMO

    Mailed Package

    Dr.-Marc-Henner
    2015-06-16 | justin.n
    LM
    2015-06-12 | justin.n
    I received the proposal and will look this over during the weekend. Thank you Marc Henner

    Leave a Comment:




    Initial Contact 
    Leads | 2015-06-10 | Justin | #33357 |

    LM – Emailed

    40k Population – optimistic for his area “Valley Stream Dentist” – dense – 5 miles from queens and hempstead


    2015-06-11 | justin.n
    LM
    2015-06-11 | justin.n
    Henner called in the morning at 7:03

    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

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    Client Registrar
    Hosts Email
    Website Hacked
    Hacked on:
    Resolved?


    Alias Info
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    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:
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    Analytics Report or Jetpack Setup:
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    Ordered Topics: (please submit a separate ticket)
    ADDITIONAL EMAIL TO:


    Additional Recipients:




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    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



    Estimates | 2015-06-16 | Justin | Updated Proposal Sent


    Initial: Payments of
    Monthly:


    x

    Gold

    Regular Price:

    Initial: Payments of $1,499
    Monthly: $99/m


    Regular Price:

    Initial: Payments of
    Monthly:

    Dr.-Marc-Henner1

    COMMENTS:

    2015-07-17 | justin.n
    LM
    2015-07-07 | justin.n
    LM
    2015-07-06 | justin.n
    Emailed F/U
    2015-06-30 | justin.n
    LM yesterday
    2015-06-25 | justin.n
    LM
    2015-06-23 | justin.n
    Emailed
    2015-06-22 | justin.n
    LM - Email tomorrow
    2015-06-19 | justin.n
    opened via sidekick Wednesday
    Estimates | 2015-06-11 | Justin | Website Estimate Expired


    Initial: Payments of
    Monthly:


    x

    Gold

    Regular Price:

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

    APPLE iWATCH INCLUDED WITH ORDER

    Regular Price:

    Initial: Payments of
    Monthly:

    Dr.-Marc-Henner

    COMMENTS:

    2015-06-16 | justin.n
    LM
    2015-06-12 | justin.n
    I received the proposal and will look this over during the weekend. Thank you Marc Henner
    Leads | 2015-06-10 | Justin | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-06-11 | justin.n
    LM
    2015-06-11 | justin.n
    Henner called in the morning at 7:03