Stephanie

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 101389




    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







    Lead Response 
    Sales | 2015-11-03 | Justin | #40782 |

    Hi Justin, I gave it to Mr. Hernandez the other day and we are going to have a mtg to discuss everything some time this week. I might have some questions for you soon. We’ll be in contact soon.
    Thank you.
    -Stephanie


    2016-03-14 | justinn
    Emailed Final Attempt
    2016-03-09 | justinn
    LM
    2016-03-07 | justinn
    LM & Emailed F/U
    2016-03-03 | justinn
    LM
    2016-02-22 | justinn
    LM - she is out sick - will be back in tomorrow
    2016-02-17 | justinn
    opened via sidekick
    2016-02-16 | justinn
    Emailed F/U
    2016-02-12 | justinn
    closed
    2016-02-11 | justinn
    opened via sidekick
    2016-02-10 | justinn
    LM
    2016-02-08 | justinn
    Emailed F/U
    2016-02-04 | justinn
    LM
    2016-02-02 | justinn
    LM
    2016-01-28 | justinn
    Emaield F/U
    2016-01-28 | justinn
    LM - on the other line
    2016-01-26 | justinn
    LM
    2016-01-22 | justinn
    Emailed F/U
    2016-01-20 | justinn
    LM
    2016-01-18 | justinn
    LM with answering service - very nice but slow (thorough)
    2015-12-22 | justinn
    They are going through staff changes and would like to have more time - they would be ready to contact most likely after the new year
    2015-12-18 | justinn
    LM with front
    2015-12-10 | justinn
    Emailed F/U
    2015-12-08 | justinn
    LM for Stephanie
    2015-12-02 | justinn
    LM & Emailed F/U
    2015-11-24 | justinn
    LM
    2015-11-23 | justinn
    opened via sidekick
    2015-11-20 | justinn
    Emailed F/U
    2015-11-12 | justinn
    Spoke with Stephanie - very nice - she said she unfortunately has not gotten a hold of him - she said she will definitely give me a call when she knows and so we can work out the details
    2015-11-11 | justinn
    LM
    2015-11-06 | justinn
    Spoke with Stephanie - very nice - the chiro doctor is on board - she has not spoken to mr hernandez yet but she will discuss with him on Monday - wants me to call back Tuesday - told her I will be out til tuesday night - will call Wendesday - she likes that better as well

    Leave a Comment:




    Website Estimate 
    Estimates | 2015-10-26 | Justin | #40355 |

    Spoke with Stephanie – very nice – spoke with the attorney – they want to get pricing – emailed pricing

    Mailed to:
    7135 Oaklawn Road, Suite 153
    San Antonio, TX 78229

    Stephanie
    2016-03-15 | tri.l
    sent proposal
    2016-03-14 | justinn
    Please mail package & proposal
    2016-03-14 | justinn
    Please mail package
    2015-11-03 | justinn
    Emailed F/U
    2015-10-29 | justinn
    LM
    2015-10-27 | justinn
    opened via sidekick

    Leave a Comment:




    LEAD TRANSFERRED 
    Sales | 2015-10-20 | Justin | #40034 |

    LM & Emailed F/U


    2015-10-23 | justinn
    Opened via sidekick
    2015-10-23 | justinn
    Spoke with Front - Lisa Marie does not work here anymore - Stephanie is the new point of contact

    Leave a Comment:




    General Pricing 
    Estimates | 2015-08-11 | Michael K. | #36803 |

    She just wants general pricing on all the services we offer to get a better idea.

    Lisa-Marie
    2015-10-20 | justinn
    Emailed F/U
    2015-10-20 | justinn
    LM
    2015-09-08 | michael.k
    sent "are you still in the market" email
    2015-08-28 | michael.k
    Sent f/u
    2015-08-27 | michael.k
    Left message with front desk, just looking for an update/checking in because I never hear anything back last week, would like to have the chance to go over everything with her. We'll see.
    2015-08-20 | michael.k
    Called Lisa, front desk said she's still reviewing all the information and will call me back.
    2015-08-18 | michael.k
    Spoke with Melissa (front desk). She spoke with Lisa while I was on hold, she said that Lisa is VERY interested in using our services, but she apologizes she is just too busy at the moment to talk to me but will definitely return my call. When I spoke with her earlier it sounded really good too.
    2015-08-18 | michael.k
    Spoke with Lisa, she was in the car driving so I told her I definitely wanted to find a better time to talk and not bother/distract her, she told me to call her after 3pm which is 1pm our time. Sounded very nice and promising.
    2015-08-17 | michael.k
    mailed pricing to law offices of jesse hernandez
    2015-08-13 | michael.k
    Called, left message with front desk
    2015-08-12 | michael.k
    Called at 1:31pm and spoke with Lisa, she said that key people were out today but they will be ready to speak tomorrow same time is good.
    2015-08-11 | michael.k
    Spoke with Lisa at noon our time. Went over everything but she just wanted to look at general pricing and the services we offer to get a better idea of what we do. Sent email with packages

    Leave a Comment:




    Initial Contact 
    Leads | 2015-08-10 | Danny | #36701 |

    called. someone had picked up stating that Lisa is not available at the moment. The phone # i had dialed was “the law office of jesse hernandez”. was trying to leave a message but line got disconnected. sent lisa an email letting her know i had called.


    2015-08-10 | danny.n
    called again, was transferred to her line but got disconnected. sent lisa an email to call me at my direct line when it is more convenient for her. it seems very difficult getting a hold of her so far.
    2015-08-10 | danny.n
    called her after 2pm. not in yet. lm with front, will call her again in 30 mins.
    2015-08-10 | danny.n
    "Danny, Good Afternoon, Im sorry I missed your call. I am available anytime after 2PM today."

    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 | 2015-10-26 | Justin | Website Estimate Sent

    Silver


    Initial: 2 Payments of $999
    Monthly: $49/m


    Selected Design

    Pre-Selected Design

    On-Site Optimization

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Mobile Compatible

    Fully Functional on All Smartphones

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

    Gold

    Regular Price: $4,999

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

    Silver Package

    Everything on Silver Package Plus

    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

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

    Regular Price:

    Initial: Payments of
    Monthly:

    Stephanie

    COMMENTS:

    2016-03-15 | tri.l
    sent proposal
    2016-03-14 | justinn
    Please mail package & proposal
    2016-03-14 | justinn
    Please mail package
    2015-11-03 | justinn
    Emailed F/U
    2015-10-29 | justinn
    LM
    2015-10-27 | justinn
    opened via sidekick
    Estimates | 2015-08-11 | Michael K. | General Pricing Sent

    Silver


    Initial: 2 Payments of $999.50
    Monthly: $49


    Selected Design

    Pre-Selected Design

    On-Site Optimization

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Mobile Compatible

    Fully Functional on All Smartphones

    *30-Day Money Back Guarantee

    Gold

    Regular Price: $4999

    Initial: 2 Payments of $1749.50
    Monthly: $99

    Silver Package

    Everything on Silver Package Plus

    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Videos

    High-Quality Patient Education Videos (DDS)


    Platinum

    Regular Price: $9999

    Initial: 2 Payments of $3450
    Monthly: $199

    Gold Package

    Everything on Gold Package Plus

    Ownership

    Own the Custom Design We Create

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build Your Logo

    Advanced SEO

    Expanded Detailed Optimization

    Lisa-Marie

    COMMENTS:

    2015-10-20 | justinn
    Emailed F/U
    2015-10-20 | justinn
    LM
    2015-09-08 | michael.k
    sent "are you still in the market" email
    2015-08-28 | michael.k
    Sent f/u
    2015-08-27 | michael.k
    Left message with front desk, just looking for an update/checking in because I never hear anything back last week, would like to have the chance to go over everything with her. We'll see.
    2015-08-20 | michael.k
    Called Lisa, front desk said she's still reviewing all the information and will call me back.
    2015-08-18 | michael.k
    Spoke with Melissa (front desk). She spoke with Lisa while I was on hold, she said that Lisa is VERY interested in using our services, but she apologizes she is just too busy at the moment to talk to me but will definitely return my call. When I spoke with her earlier it sounded really good too.
    2015-08-18 | michael.k
    Spoke with Lisa, she was in the car driving so I told her I definitely wanted to find a better time to talk and not bother/distract her, she told me to call her after 3pm which is 1pm our time. Sounded very nice and promising.
    2015-08-17 | michael.k
    mailed pricing to law offices of jesse hernandez
    2015-08-13 | michael.k
    Called, left message with front desk
    2015-08-12 | michael.k
    Called at 1:31pm and spoke with Lisa, she said that key people were out today but they will be ready to speak tomorrow same time is good.
    2015-08-11 | michael.k
    Spoke with Lisa at noon our time. Went over everything but she just wanted to look at general pricing and the services we offer to get a better idea of what we do. Sent email with packages
    Leads | 2015-08-10 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-08-10 | danny.n
    called again, was transferred to her line but got disconnected. sent lisa an email to call me at my direct line when it is more convenient for her. it seems very difficult getting a hold of her so far.
    2015-08-10 | danny.n
    called her after 2pm. not in yet. lm with front, will call her again in 30 mins.
    2015-08-10 | danny.n
    "Danny, Good Afternoon, Im sorry I missed your call. I am available anytime after 2PM today."