Potomac Orthodontics

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 101460




    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 TRANSFERRED 
    Notes | 2015-10-20 | Justin | #40057 |

    Tried leaving a message – emailed F/U


    2017-01-25 | danny.n
    fyi. SK today at 11am.
    2015-10-21 | justinn
    Will be in the office tomorrow between 7-4pm

    Leave a Comment:




    Website Pricing 
    Estimates | 2015-09-21 | Michael K. | #38585 |

    Sending over our pricing for Gold and Silver. Spoke with DR and she’s looking at PBHS launch professional which is a mobile responsive template for $1225 + $40/Month. Trying to highlight area exclusivity, designer time, etc.

    PotomacOrthodontics-WebsiteDesignPricing2
    2015-09-29 | michael.k
    sidekicked
    2015-09-28 | michael.k
    sent f/u
    2015-09-23 | michael.k
    Called and she was not in today, front desk said I should call back tomorrow. I'm going to explain to her that if she's going to go with the basic template option with PBHS she should just keep her current site because it wont be much of an upgrade and then explain why our selected design option is higher end and she will be happier with it long term. I will also explain that when it comes to custom designs our prices are much more competitive than PBHS
    2015-09-22 | michael.k
    sidekicked

    Leave a Comment:




    Website Pricing 
    Estimates | 2015-09-21 | Michael K. | #38580 |

    Sending over our pricing for Gold and Silver. Spoke with DR and she’s looking at PBHS launch professional which is a mobile responsive template for $1225 + $40/Month. Trying to highlight area exclusivity, designer time, etc.

    PotomacOrthodontics-WebsiteDesignPricing1

    Leave a Comment:




    Initial Contact 
    Leads | 2015-08-31 | Danny | #37582 |

    Called. front stated she’s with a patient and to call her at 10:30am our time tomorrow. Sent dr email letting her know i had called and will speak to her at the schedule time


    2015-09-21 | michael.k
    Ok got it, I'll try it.
    2015-09-21 | danny.n
    Michael, can you give this lead a try. Been trying a few times. If any luck, you take over completely. Thanks.
    2015-09-14 | danny.n
    f/u via phone, dr with a patient. sent email.
    2015-09-14 | danny.n
    sent email.
    2015-09-08 | danny.n
    called. lm again.
    2015-09-03 | danny.n
    called again to f/u
    2015-08-31 | 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



    Estimates | 2015-09-21 | Michael K. | Website Pricing Sent

    Silver


    Initial: 2 Payments of $999
    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

    September Special: 30-day Money Back Guarantee

    Gold

    Regular Price: $4999

    Initial: 2 Payments of $1500
    Monthly: $79

    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

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    September Special: 30-day Money Back Guarantee

    Regular Price:

    Initial: Payments of
    Monthly:

    PotomacOrthodontics-WebsiteDesignPricing2

    COMMENTS:

    2015-09-29 | michael.k
    sidekicked
    2015-09-28 | michael.k
    sent f/u
    2015-09-23 | michael.k
    Called and she was not in today, front desk said I should call back tomorrow. I'm going to explain to her that if she's going to go with the basic template option with PBHS she should just keep her current site because it wont be much of an upgrade and then explain why our selected design option is higher end and she will be happier with it long term. I will also explain that when it comes to custom designs our prices are much more competitive than PBHS
    2015-09-22 | michael.k
    sidekicked
    Estimates | 2015-09-21 | Michael K. | Website Pricing Expired

    Silver


    Initial: 2 Payments of $999
    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

    September Special: 30-day Money Back Guarantee

    Gold

    Regular Price: $4999

    Initial: 2 Payments of $1750
    Monthly: $99

    September Special: 30-day Money Back Guarantee

    Regular Price:

    Initial: Payments of
    Monthly:

    PotomacOrthodontics-WebsiteDesignPricing1

    COMMENTS:

    Leads | 2015-08-31 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-09-21 | michael.k
    Ok got it, I'll try it.
    2015-09-21 | danny.n
    Michael, can you give this lead a try. Been trying a few times. If any luck, you take over completely. Thanks.
    2015-09-14 | danny.n
    f/u via phone, dr with a patient. sent email.
    2015-09-14 | danny.n
    sent email.
    2015-09-08 | danny.n
    called. lm again.
    2015-09-03 | danny.n
    called again to f/u
    2015-08-31 | danny.n
    sidekicked