• Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 101304




    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







    Website Estimate 
    Estimates | 2015-07-01 | Justin | #34640 |

    Spoke with Jess – very nice – had a website 6 months ago – is currently down – had it for 6 months – doesn’t really care if custom or design from scratch – she wants to focus on the marketing – asked about social – will have an EMR system – introduced Gold first – says we are pretty expensive compared to others – mentioned 30 Day MBG & Match Beat 10% – wants SEO & focus on marketing – introduced and recommended silver – throwing in social media for her – she understands no contract – wants to see reference – had a really good conversation – lots of laughs – she will make a decision by Monday – wants me to touch base then – sent proposal

    Dr.-Jessica-Marshall
    2015-07-20 | justin.n
    Went with another company - iMatrix - told her I am familiar with them - very very nice - they had an easier presentation for her to understand - said I was great and nothing was wrong with me - she just liked their 15-20 video on SEO and Packages as opposed to speaking over the phone - asked if there is anything I can do to create a counter proposal since she said she thinks she signed the contract with them - she said she didnt want to waste my time - told her how confident the quality of work we have is and etc that I wouldnt be wasting my time - she said she signed a 6 months contract - she will contact me in 6 months if things dont work out with them - she likes us too - will probably email her one last time informing her iMatrix and chiromatrix are the same company - no specialization and mainly chiro vs our experience in optometry
    2015-07-15 | justin.n
    Emailed F/U
    2015-07-14 | justin.n
    Called and line disconnected
    2015-07-13 | justin.n
    opened via sidekick
    2015-07-09 | justin.n
    Called - rang twice and said that the subscriber is unavailable - unable to leave message
    2015-07-07 | justin.n
    Called twice different times - unable to leave message - line keeps ringing - emailed Dr.
    2015-07-06 | justin.n
    Good afternoon. I didn't realize I was off for the holiday. I'll be back in work mode Tommorrow. Let's talk then Thanks Dr Jess Sent from my iPhone
    2015-07-06 | justin.n
    Emailed - Called but line keeps ringing
    2015-07-02 | justin.n
    Dr. Marshall received my email

    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



    Estimates | 2015-07-01 | Justin | Website Estimate Sent

    Silver + Social


    Initial: Payments of $1,199
    Monthly: $49/m


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Dr.-Jessica-Marshall

    COMMENTS:

    2015-07-20 | justin.n
    Went with another company - iMatrix - told her I am familiar with them - very very nice - they had an easier presentation for her to understand - said I was great and nothing was wrong with me - she just liked their 15-20 video on SEO and Packages as opposed to speaking over the phone - asked if there is anything I can do to create a counter proposal since she said she thinks she signed the contract with them - she said she didnt want to waste my time - told her how confident the quality of work we have is and etc that I wouldnt be wasting my time - she said she signed a 6 months contract - she will contact me in 6 months if things dont work out with them - she likes us too - will probably email her one last time informing her iMatrix and chiromatrix are the same company - no specialization and mainly chiro vs our experience in optometry
    2015-07-15 | justin.n
    Emailed F/U
    2015-07-14 | justin.n
    Called and line disconnected
    2015-07-13 | justin.n
    opened via sidekick
    2015-07-09 | justin.n
    Called - rang twice and said that the subscriber is unavailable - unable to leave message
    2015-07-07 | justin.n
    Called twice different times - unable to leave message - line keeps ringing - emailed Dr.
    2015-07-06 | justin.n
    Good afternoon. I didn't realize I was off for the holiday. I'll be back in work mode Tommorrow. Let's talk then Thanks Dr Jess Sent from my iPhone
    2015-07-06 | justin.n
    Emailed - Called but line keeps ringing
    2015-07-02 | justin.n
    Dr. Marshall received my email