Einstein Clinical

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    Profile ID: 101476




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    Please Stop Charges (Cancellation) closed
    Task: Accounting | 2016-05-06 | Justin | #50760 |

    Please double check to make sure all charges have been stopped (i’m sure it is)


    2016-05-09 | chandra.t
    Verified all charges were stopped.

    Leave a Comment:




    Cancellation Request closed
    Task: Other | 2016-05-06 | Justin | #50758 |

    Dr. F: Please respond to client that we have received her email and will process her request by Monday afternoon


    Leave a Comment:




    Cancellation Note 
    Sales | 2016-05-06 | Justin | #50757 |

    Dear Justin,
    Please have your company take down einsteinclinical.net.
    My new website is up and running under einsteinclinicalresearch.com

    Thank you.


    Leave a Comment:




    Refund 
    Accounting | 2016-04-08 | Chandra | #48643 |

    Refunded $1249 back to Visa ending in 9296 and stopped all pending charges.


    2016-04-20 | belinda.t
    Keep website online until notified by Dr. F.

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    Client Complaint #2 
    Complaint Sales | 2016-04-07 | Justin | #48586 |

    Where is the completed work, no communication, poor quality work, I am highly dissatisfied.
    Please email me an update.

    Thank you.


    Leave a Comment:




    web edit from Marilyn closed
    Ticket: Website | 2016-04-06 | Catherine C. | #48452 |

    Pls first take the metric number of trials off, until I give accurate number.


    2016-04-12 | catherine.c
    client cancelled. closing.

    Leave a Comment:




    Client Complaint 
    Complaint Notes | 2016-04-06 | Justin | #48404 |

    I cannot say I am 100 percent content, this is taking too much time, there are multiple mistakes that I have to keep reiterating.
    I need it done by COB today with all that I want then I want it presented in a final format to me for one last edit check and revisions.
    I also need it to be at the top for SEO, you know I paid very little last time for yearly service and it always came up at the top. Now I cannot even bring it up.
    Please make sure all is done properly. I don’t want to waste any more time. I also want in writing that the website , design and all of it is owned by Einstein consulting services, inc in case I decide to move it to another carrier later on. I don’t want your company on any pages for advertisement either.

    Thank you.

    Sincerely yours,


    2016-04-07 | justinn
    called client once more - left message and emailed.
    2016-04-06 | catherine.c
    fyi...
    2016-04-06 | catherine.c
    emailed Marilyn:
    Hi Marilyn,

    That would be great if you can summarize all the changes you have in one email. For each change, can you please copy/paste the URL/web address of the page you are referring to and write the change that needs to be made? Please follow this format as an example:

    1. http://einsteinclinical.net/about-us/
    Add new text.

    2. http://einsteinclinical.net/therapeutic-areas/

    Move content to this page..http://einsteinclinical.net/patient-studies/

    3. etc.

    Updates requested by all clients usually take 1-3 business days to complete. Please make sure to provide us detailed explanations about your edits so that we can update your site properly. Thank you!
    2016-04-06 | belinda.t
    I have checked what has transpired during this process. Everything is within our scope, edits have been completed within appropriate time frames. At this point, client will need to submit payment. We will complete items client sent last night, but eventually will stop all work.

    Leave a Comment:




    Past Due 
    Accounting | 2016-04-06 | Chandra | #48373 |

    Email past due $1249 for second installment of website design.


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    site changes – 4 emails fwd from Marvin closed
    Task: Website | 2016-04-04 | Catherine C. | #48232 |

    2016-04-05 | catherine.c
    edits complete.
    1. added mission statement to footer.
    2. updated facility text.
    3. updated about us text.
    4. need updated photo from Marilyn for facility page.

    Leave a Comment:




    Add content to site. closed
    Task: Website | 2016-03-29 | Marvin A. | #47836 |

    Client approved.

    Einstein-About-Us-Marvin Einstein-Experience-and-Expertise-Marvin Einstein-Facility-Marvin Einstein-Therapeutic-Areas-Marvin
    2016-04-04 | catherine.c
    Let me know if these sections don't make sense under where I placed them. Done & Closing.

    Leave a Comment:




    Web Edit closed
    Task: Website | 2016-03-29 | Marvin A. | #47835 |

    1. Remove Call now and number , put contact on side of each page with new phone number 704-842-3771

    2. Change Advancing Health etc to “Advancing Medicine through Research helping one patient at a time”

    3. Have the arrow bring to studies then list the following:

    Current Studies

    Cardiovascular-

    Polypill study to access bioequivalence mixed dose of blood pressure medicine and cholesterol medicine as compared to separate single doses.

    Five year outcome study evaluating investigational medicine to lower LDL and incidence of another cardiovascular event.

    Three year outcome study to evaluate an investigational medicine to lower triglycerides and incidence of another cardiovascular event.

    Afib Registry study newly diagnosed patients.

    CHF Registry study.

    4. For the first page performance metrics change number of remove studies conducted

    5. Fit in somewhere on first page

    Sponsors worked with:

    Sanofi

    Ferrer

    Johnson and Johnson

    Boehringer Ingelheim

    Amarin

    Pearl Therapeutics

    Novartis

    Merck

    Perrigo

    Sanofi Pastuer

    Bracco Diagnostics

    CellPoint

    Theravance

    CRO’s worked with:

    DCRI

    Inventiv

    PRA Health

    INC Research

    Quintiles

    Remove all the pictures of the Doctors. I just want some small bio of each.

    I will provide a pic of myself and bio.

    All the wording on the first page is good with what I provided.


    2016-04-04 | catherine.c
    done. closing.

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    Domain closed
    Task: Other | 2016-03-29 | Marvin A. | #47809 |

    Received an email that her .com may be released to the public by 2nd week of April.

    Since this is very sensitive, I think this should defer to you.


    2016-03-29 | marvin.a
    Check it if its available during then? I just don't want to be held responsible.
    2016-03-29 | justinn
    what did you want me to do..

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    Comp.Of Tickets& product intro. emailed 
    Notes | 2016-03-25 | Alec J. | #47579 |

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    post to gallery closed
    Task: Other | 2016-03-25 | Catherine C. | #47564 |

    2016-03-25 | catherine.c
    post created. closing.
    http://optimized360.com/?p=15744&preview=true

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    Sent Marilyn Content 
    Design | 2016-03-24 | Marvin A. | #47539 |

    To review.


    2016-03-29 | justinn
    Replied as in?
    2016-03-29 | marvin.a
    She replied today.
    2016-03-29 | justinn
    Where are we ate with her content? - she is set to charge next monday for remainder - I don't want issues with her due to her personality and actions she has taken against previous company
    2016-03-24 | marvin.a
    I will review later today and have edits to you either late today or tomorrow. thanks.

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    welcome package mailed 
    Notes | 2016-03-24 | Alec J. | #47535 |

    Leave a Comment:




    Email: Website is Live 
    Design | 2016-03-24 | Marvin A. | #47527 |

    Hi Marilyn Moran,

    Congratulations! Your website (einsteinclinical.net) is now live and visible to the public.

    We are still currently working on your content and will work with you to coordinate the implementation of your content. If you have any questions and/or concerns, please let us know.

    LOGGING INTO CONTROL PANEL

    Login via your member login page: www.optimized360.com/controlpanel

    Username: einsteinclinical@carolina.rr.com

    If this will be your 1st time logging in, please go to “forgot password”. You will receive the instructions to reset it via your email on file which I have confirmed: einsteinclinical@twc.com

    MAKING CHANGES

    If you would like to make any changes to your website on your own, you can do so by logging into Control Panel and clicking on “Edit Your Website.” You may add/remove/edit/upload any pages that you may wish. The online editor is available to you 24/7 and we welcome any questions regarding how to use it.

    Thank you!


    Leave a Comment:




    Update Robots File/301 closed
    Task: Website | 2016-03-24 | Marvin A. | #47526 |

    1. Add the following lines to the end of the robots.txt file:

    User-agent: ia_archiver
    Disallow: /

    FLUSH CACHE in wordpress after the changes have been made.

    2. Complete 301 Redirects from previous site

    3. Compress theme images and uploads folder.


    2016-03-24 | catherine.c
    done. status cake set up and monthly report set up in GA. closing.
    2016-03-24 | marvin.a
    Do status cake and google analytics as well!

    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2016-03-17 | Jan S. | #47119 |

    Hello Dr. Moran,

    Thank you again for working together with me on designing your website. Your website is currently password protected and is not viewable to the public until you approve to do so. To view your site you will need to first login to your control panel. Please follow the instructions below to do so:

    LOGGING IN

    Login via your member login page: www.360controlpanel.com

    Username: einsteinclinical@carolina.rr.com
    Password: 360_einsteinclinical

    If this will be your 1st time logging in, please go to “forgot password”. You will receive the instructions to reset it via your email on file which I have confirmed: einsteinclinical@twc.com

    MAKING CHANGES

    If you would like to make any changes to your website, you can do so by logging into Control Panel and clicking on “Edit Your Website.” You may add/remove/edit/upload any pages that you may wish. The online editor is available to you 24/7 and we welcome any questions regarding how to use it.

    Thank you and let me know if you have any questions!


    Leave a Comment:




    Client Called 
    Design | 2016-03-17 | Marvin A. | #47116 |

    To see if her other domain was available. It was not.


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    Send for Review (3/17) closed
    Task: Other | 2016-03-15 | Marvin A. | #46936 |

    2016-03-17 | jan.w
    The custom website for Einstein Clinical research passed review and the "Website is Ready" email was sent, closing ticket.
    2016-03-17 | jan.w
    Quick Note: Content for the majority of pages will be provided later since this is a new category.
    2016-03-17 | jan.w
    I have sent the custom site for Einstein Clinical Research to review, currently waiting for response.

    Leave a Comment:




    Content closed
    Task: New Project | 2016-03-15 | Marvin A. | #46935 |

    Hi Allison,

    This is a medical research speciality. Her research group is Site based and not a SMO type of CRO. More info can be found here (http://www.centerwatch.com/news-resources/research-centers/profile/2552/einstein-clinical-research-inc)

    I would suggest writing something on Theraputic Areas, Expertise/Experience, Facility, About Us page.


    2016-03-21 | marvin.a
    Hi Allison, any update on this so I can coordinate with my client? Thanks!

    Leave a Comment:




    Sent to Development 
    Design | 2016-03-10 | Marvin A. | #46727 |

    2016-03-14 | marvin.a
    Hello Marvin, We have almost complete this project at my local computer. We will update by tomorrow. Thanks, Ashok

    Leave a Comment:




    Domain Transfer (URGENT & SENSITIVE) closed
    Task: Other | 2016-03-08 | Justin | #46478 |

    Please initial domain transfer ASAP (below is the previous company that owns the domain so far) — please speak with Justin

    Chike Okwara
    President & Founder
    BCV Publishing
    5501 Executive Center Drive, Suite 245
    Charlotte, NC 28212
    Direct: 704-900-1973
    Website: BCVpublishing.com

    Business Hours
    Mon-Fri – 9AM – 5PM
    Sat-Sun – By Appointment Only
    Holidays – CLOSED


    2016-03-29 | marvin.a
    Closing, issue has been "resolved" by having Marilyn responsible for the domain. Decided to go with .net of their domain until their .com frees up.
    2016-03-09 | marvin.a
    Hi Marvin, I fully understand where you are coming from. But unfortunately everyone involved has to be included in the emails (not just you and Justin). Per Marilyn, my company has been reported to various agencies including the FCC and BBB. It's unfortunate that a very simple domain transfer process has resulted to this, but here we are. At this point, we've done all we can on our end. And what we do next depends on everything Marilyn has claimed to have done today. My company manages hundreds of client domain names and websites everyday. We are not in the business of hijacking domain names as Marilyn has implied. As stated in my previous emails, I've been advised not renew the domain name in question by my attorney. And based on Marilyn's actions today, I agree with my attorney on this. If Marilyn wants the domain, she can purchase it when it goes public (date unknown). I do not want my company associated with the domain name in question, Marilyn Moran, her company, nor Georgia Latham. Not now, or in the future. Also, a message was forwarded to me today from your company regarding this issue. I would suggest that all communications about this issue be done via email. I also don't respond to emails outside office hours, but I felt it was important to respond to your email. Thanks for your time.
    2016-03-09 | marvin.a
    Hi Chike, Let's have this in a brand new email so that everything is organized and succinct. 1. The domain is expired. 2. The only entity who can renew the domain would be BCV/Chike 3. Once renewed, domains cannot be transferred for 60 days. These are the facts that we can agree upon, correct? The goal is come to a solution that is acceptable between all parties involved. My solution is to renew just the domain portion. Then we can change the A record to point to our webserver. After 60 days have passed, we can start the transfer over. Let me know if this is this feasible for you Chike and if you have any concerns with this solution. Thank you!
    2016-03-08 | marvin.a
    LM

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    Response to Client Complaint 
    Complaint Sales | 2016-03-08 | Justin | #46472 |

    Marilyn,

    We are not trying to avoid any costs but are in fact awaiting your payment for the services rendered & per the signed proposal — the second half of the initial & monthly payments.
    We have been happy to assist you with everything in which you have requested for and have not breach the signed proposal.

    I already have addressed to Chike and yourself the steps to move forward regarding the website domain & your existing project with us.
    Below is the provided solution for something that is out of our hands.

    Problem: The domain was claimed to be expired but after further investigation, it appears that the domain was renewed another year and the registrant’s name is under “Chike” (Please See Attached)
    It appears that your previous company did supply the domain transfer code but it was never sent to our company or we have not been notified.

    Solution: The previous company will need to coordinate with us to allow us to transfer the domain name over.

    I understand your frustration in this but we are doing our best to get this situated for you. Our hands are tied when another party is refusing to cooperate

    Thank you,


    Leave a Comment:




    Client Complaint 
    Complaint Sales | 2016-03-08 | Justin | #46471 |

    Justin,
    I am going to request a refund from your company if you cannot get my domain name back. I think there must be a cost that you may be trying to avoid, but as you see Chike is not accommodating and never sent me instructions. In fact his business is not legally registered with the state. I have been charged 1250 already and have no knowledge of what to do next, that is why I hired your firm. This has to be resolved immediately. Otherwise I will have to go with another firm. I don’t have time to waste on this of which I have very little knowledge.

    Thank you.

    Sincerely yours,


    Leave a Comment:




    Domain Issue 
    Sales | 2016-03-07 | Justin | #46456 |

    Client never sent us the “EPP code” her original company sent her to provide to us – domain expired 2 months ago – needs to be renewed and Marvin had addressed to me that the domain can not be moved until after 60 days of renewal but in the mean time her old company needs to renew the domain and so we can have them change the A record so the website is functional and live

    Emailed Chike (her previous company) regarding the status and what is needed to be done


    Leave a Comment:




    Comp.Of Tickets& product intro. emailed 
    Notes | 2016-03-07 | Alec J. | #46410 |

    Leave a Comment:




    Web Design (3rd Design) closed
    Task: New Project | 2016-03-04 | Marvin A. | #46357 |

    Hi Sachit,

    She really liked the first design overall. She liked how the people looked “real” and not models.

    Just wants to see another design to solidify the first design as the one she will go forward with.

    Please use a white middle-aged – mature female as her photo.


    2016-03-09 | marvin.a
    Please forgo this project.

    Leave a Comment:




    Please Set Up Under Construction Site closed
    Task: Other | 2016-03-04 | Justin | #46302 |

    Client wants to finish the project


    Leave a Comment:




    Create Tempsite asap by (3/4) closed
    Task: Other | 2016-03-04 | Marvin A. | #46300 |

    And add a “under construction” page just like what you did for murphy chiro.

    Thanks


    2016-03-04 | jan.w
    I have created the tempsite for Einstein Clinical with under construction plugin but did not upload .xml file since we do not have content for medical research.

    Leave a Comment:




    F/U email 
    Design | 2016-02-18 | Marvin A. | #45431 |

    Hi Marilyn,

    Our design team is excited to provide you with a 3rd design for your research company. Currently, we are waiting on approval to work on your 3rd design once we receive your check in the mail.

    If you have any questions or concerns, you can contact me or Justin.

    My team and I look forward to working with you further!


    2016-02-18 | marvin.a
    Her reply: "In about two weeks."

    Leave a Comment:




    F/U email 
    Design | 2016-02-11 | Marvin A. | #45102 |

    Leave a Comment:




    Mailed Check (Not Received) 
    Sales | 2016-02-04 | Justin | #44785 |

    Contacted client to let them know we have not received payment for the project – CC’d Marvin & Chandra


    2016-02-12 | justinn
    Marvin addressed that client wanted a 3rd concept - I told marvin to let her know we will halt the design concept until the mailed check is received
    2016-02-05 | justinn
    I don’t see the check as being cashed, I need to call my bank I will be in touch Monday. I will have to re issue a new ck have to stop payment first.
    2016-02-05 | chandra.t
    We have not yet received the check, can you confirm it was sent to the correct address and/or the amount was taken from their account?
    2016-02-05 | justinn
    "I sent out half before the new year" - please confirm Chandra

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-02-04 | Marvin A. | #44774 |

    Hi Marilyn,

    Here is the second design draft!


    Leave a Comment:




    Web Design 2nd Draft closed
    Task: New Project | 2016-01-28 | Marvin A. | #44449 |

    Hi Sachit,

    She really liked it overall. She liked how the people looked “real” and not models.

    Just wants to see another design to solidify the first design as the one she will go forward with.

    (http://www.bigstockphoto.com/image-19158206/stock-photo-black-businesswoman-portrait-smiling-against-a-white-background)

    This is the picture I used for her doctor photo on the first draf instead of the old man.


    2016-02-03 | justinn
    Any update I need to get the site up and running mid feb. -- Marilyn
    2016-01-31 | developersachit
    Another design variation sent by email.
    2016-01-29 | developersachit
    I will send it to you by Monday
    2016-01-29 | developersachit
    Does this new design need to be completely different or similar to the first draft?

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-01-26 | Marvin A. | #44309 |

    Hi Marilyn,

    I have sent you this draft via email. This is just here for our records or if you would rather post your feedback through our Control Panel than emailing me directly. Let me know what you think!


    Leave a Comment:




    Web Design closed
    Task: New Project | 2016-01-20 | Marvin A. | #44074 |

    Hi Sachit,

    This client is a medical research. I’ve attached a copy of their logo. I will send you a working file of their logo. They like (http://newhopeclinicalresearch.com/).

    They specialize in cardiovascular studies. They would like to have a more real approach. Her lab is located in Southern US, so make sure to have ethnic diversity instead of just caucasian imagery. Try not to use anything too fancy or too high tech. She would rather go for an emotional/real approach. As you can see in the new hope example, the nurse is not very glamorous, but seems like a real person who is actually a nurse.

    The clinical lab is focused on studies that help people instead of other labs that concentrate on pharmaceuticals that just make money. She wants to be clear that the participants who sign up for the trials are helping advance medicine and that participants should enroll not for the compensation of money they receive, but because they truly believe they are making a difference. She also wants it to be professional enough for companies wanting to conduct studies to hire them.

    She is a clinical site and not a CRO. They cover Phase 2-3. “Advancing Clinical Research”. Access for their current studies and their studies done. Wants an easy to get to “contact us” just like New Hope has on the side of the page.

    color: she wants to stick to green and blue. You can adjust the color variation slightly to match the overall feeling of the design — but definitely an iteration of blue and green.

    Let me know if you have any questions.


    2016-01-24 | developersachit
    Design sent by email
    2016-01-21 | marvin.a
    http://www.centerwatch.com/news-resources/research-centers/profile/2552/einstein-clinical-research-inc Here is a little bit more info on their clinic.

    Leave a Comment:




    Please Call Marilyn closed
    Task: Other | 2016-01-18 | Justin | #43922 |

    Marilyn said you were suppose to call her at 8:45 AM (PST) – wants you to call her at 2:30 or 3pm (EST)


    2016-01-18 | marvin.a
    Called, said she would call back as she was on the other line.
    2016-01-18 | marvin.a
    Emailed confirmation and replied for 330.

    Leave a Comment:




    Phone Conference Monday 1/18 closed
    Task: Other | 2016-01-15 | Marvin A. | #43904 |

    1145 AM EST.

    845 AM PST


    Leave a Comment:




    DQ Submission 
    Design | 2016-01-15 | Marvin A. | #43902 |

    Your Name Marilyn Moran
    Desired Domain(s) einsteinclinical.com
    Practice Address (as you would like for it to appear on your website)
    Street Address: Einstein Clinical Research
    Street Address Line 2: 9935-D Rea Road, Suite 133
    City: Charlotte
    State / Province: NC
    Postal / Zip Code: 28277
    Country: United States
    Practice Telephone (704) 3151796
    E-mail for Patients mmoran@einsteinclinical.com
    Please select features you would like to have on your website. Social Media
    Services Badges
    Promotions
    Contact Form
    Memberships

    Color 1 #000000
    Color 2 #1024b1

    Ethnicity

    Caucasian
    Hispanic
    Asian
    African American

    Age Group

    Children
    Teen
    Young Adult
    Middle Age

    Demographic

    Medicare
    Working Class
    Business Professional
    Free-for-Service

    Your Sub-Specialty

    Cardiology
    Cardiology
    Echocardiography
    Exercise and Pharmacological Stress Testing
    Non-Invasive Vascular Studies
    Anticoagulation Management
    Cardiac Catheterization and Percutaneous Coronary Intervention
    Peripheral Vascular Intervention

    i am going to send my centerwatch profile for you to have information about the different therapeutica areas of research. this will be a research clinic with doctors and nurses running clinical studies for drug approval.

    Comments for Your Designer

    I will email you rather than upload so you can have the information.


    Leave a Comment:




    Semi Design Interview (Phone) 
    Design | 2016-01-13 | Marvin A. | #43705 |

    Was not really prepared to talk on phone and was very busy. She will call back tomorrow after going through the design questionnaire.

    From what I can tell, she wants a clean light design just like. (newhopeclinicalresearch.com)

    She doesn’t want anything from the current site as she paid us a lot of money so she expects us to handle all content.

    She doesn’t want the site to be too “california-y” as Kumar’s is like that, but the area they serve isn’t very well off. She wants her site relatable. Wants imagery to be multi-racial.

    Awaiting her call tomorrow to go over how her research group is Site based and not a SMO type of CRO.


    Leave a Comment:




    Email: Welcome! Get Started On Your Design 
    Design | 2016-01-11 | Marvin A. | #43512 |

    Hi Marilyn,

    Welcome to Optimized360!

    My name is Marvin and I will be the designer working with you every step of the way, starting from concept to going live!

    Please take a few minutes to fill out our design questionnaire below. This should give you a better idea of the variety of elements that are featured in an effective design.

    *Please Login to Control Panel (www.360controlpanel.com)
    *(Feel free to contact me if you need any assistance logging in)

    You can find the Design Questionnaire in the welcome box.

    Afterwards we will discuss your Design Questionnaire later this week to pin down the type of design you want.

    I look forward to working on this design with you. 


    Leave a Comment:




    New Project Note closed
    Task: New Project | 2015-12-22 | Justin | #42807 |

    Clinical Research Company – Still trying to get domain from current company

     

    Wants a very distinct and stands out website because they have a lot of very well educated doctors – wants a very professional looking website – will be taking photos

    Please call 1.7.16 once you get in the office or (11am EST aka 8am PST) – her cell – 803-228-4358

     

     


    2016-01-11 | marvin.a
    Emailed again today to reschedule for end of week.
    2016-01-11 | marvin.a
    Had emailed to reschedule for 1/11/16.

    Leave a Comment:




    New Order – Gold closed
    Task: Accounting | 2015-12-22 | Justin | #42806 |

    Design from Scratch: $2,500 + $50/m
    Mobile: Cancelled
    **1st 6 months waived


    2016-03-29 | chandra.t
    The second installment of $1249 is set to charge 4/4/16.
    2016-03-29 | justinn
    Client is charged on the 4th (april) correct?
    2016-03-04 | chandra.t
    Charged and sent invoice.
    2016-03-04 | justinn
    Chandra - Please charge $1,250 today and $1,250 in 30 days (Notify Client via email per our conversation) - will send you her signed proposal which states 30 days - Client is no longer doing mobile - please send her invoice as well
    2016-01-05 | chandra.t
    Set profile to charge 7/22/16 for monthly.
    2016-01-05 | justinn
    Client mailing check for initial fee - only charge CC ending in -9296 for monthly fees ONLY

    Leave a Comment:




    Website Estimate 
    Estimates | 2015-12-22 | Justin | #42759 |

    Updated Proposal for Marilyn to start

    Einstein-Clinical-Finalized
    2015-12-22 | justinn
    Oh I forgot I have to pdf and email is that ok?
    2015-12-22 | justinn
    I will in about 1 hour trying to finish up some work
    2015-12-22 | justinn
    Going on a call will send out fax this after noon

    Leave a Comment:




    Spoke with Lead 
    Sales | 2015-12-22 | Justin | #42757 |

    Spoke with Marilyn – not a doctor – had a lot of questions for me – wants to get started – only issue was the current designer hasn’t responded – they want logo & definitely want to keep same domain name – she will mail a check for the initial – wants to be contacted Monday – the domain autorenews on the 26th – she will get back to me


    Leave a Comment:




    Lead Response 
    Sales | 2015-12-21 | Justin | #42726 |

    Lets talk about the website tomorrow and get started. Call me at 11am please at 704-
    315-1796


    2015-12-22 | justinn
    Called - LM - Emailed F/U to call me back
    2015-12-21 | justinn
    Looks very nice.

    Leave a Comment:




    Lead Response 
    Sales | 2015-12-16 | Justin | #42594 |

    Dr. Moran,

    I shall give you a call next Wednesday at 1:30 PST.

    Thank you,


    Leave a Comment:




    introduction package & proposal mailed 
    Notes | 2015-12-14 | Alec J. | #42463 |

    Leave a Comment:




    Lead Response 
    Sales | 2015-12-14 | Justin | #42453 |

    I think Wednesday around 1pm would be best


    2015-12-16 | justinn
    Called - LM & emailed
    2015-12-14 | justinn
    Yes please

    Leave a Comment:




    Lead Response 
    Sales | 2015-12-14 | Justin | #42427 |

    Can we talk tomorrow?


    2015-12-14 | justinn
    Sounds great. I definitely look forward to speaking with you tomorrow. Is there a certain time you would like for me to give you a call PST? Thank you,

    Leave a Comment:




    Website Estimate 
    Estimates | 2015-12-14 | Justin | #42413 |

    This is the new email address. How much does a website cost similar to what kumar is doing.

    Einstein-Clinical

    Leave a Comment:




    Lead Response 
    Sales | 2015-12-14 | Justin | #42411 |

    We have a new email address.
    I wanted to touch base to see if kumars website is live yet.

    How long do you generally take to get something going?

    Can you give me an idea of pricing?

    Thank you.


    2015-12-14 | justinn
    send dr a preview link

    Leave a Comment:




    Lead Response 
    Sales | 2015-11-16 | Justin | #41224 |

    I would like to see Dr. Kumars website


    Leave a Comment:




    Initial Contact 
    Leads | 2015-09-08 | Justin | #37922 |

    Spoke with Marilyn – says that she saw one of our clients websites we done – mdfirst – I mentioned it was dr. kumar – told her he is setting something up for his mdfirstresearch which is around her area of specialty – i would love to show it to her but it is in the process of being developed – she seemed shocked and then asked what things are he placing onto the website? like other physicians? – told her I am unaware because its a fairly new project and I am not the account manager for his account – she said that she had set up that clinic for him – she wants to potentially create two websites – said some guy in her area can do it for $500 – asked what our price range was – told her its between 2-7k but expressed the difference of product being offered – she addressed she has some ideas she wants so I told her we would be the best fit since our designs are from scratch – if she were to go with the $500 company they will nickel and dime her for changes she needs to the pre-fabricated design – she wants me to touch base with her on Monday once I get in – very nice – said she couldnt go into much details yet regarding the website project – Emailed her my contact info as well


    2015-11-16 | justinn
    opened via sidekick
    2015-11-16 | justinn
    Emailed F/U
    2015-09-29 | justinn
    I have to put it on hold for a while I have too much going on. We can look at later in the year. Thank you. Warm Regards, Marilyn Moran, B.S.Chem, M.B.A
    2015-09-29 | justinn
    LM & Emailed F/U
    2015-09-21 | justinn
    she called me back - wants me to give her a call next Tuesday
    2015-09-21 | justinn
    LM
    2015-09-14 | justin.n
    She is tied up right now - wants me to call her monday of next week

    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: 2016-01-18
    Site Download/Site Sucker:
    Temporary Site:
    Concept: 2016-02-04
    Approved:
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download:
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online: 2016-03-24
    Analytics Setup: 2016-03-24
    Analytics Report or Jetpack Setup: 2016-03-24
    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: 2016-02-04
    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
    2015-12-22
    2016-03-04
    Mobile
    Fluid Responsive


    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email
    2015-12-22

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2015-12-22 | Justin | Website Estimate Ordered

    Gold Package


    Initial: 2 Payments of $1,749
    Monthly: $79/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

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x **1st 6 Months Waived (Authorized By Justin N.) - Client owns their domain name.

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Einstein-Clinical-Finalized

    COMMENTS:

    2015-12-22 | justinn
    Oh I forgot I have to pdf and email is that ok?
    2015-12-22 | justinn
    I will in about 1 hour trying to finish up some work
    2015-12-22 | justinn
    Going on a call will send out fax this after noon
    Estimates | 2015-12-14 | Justin | Website Estimate Expired

    Custom Gold


    Initial: 2 Payments of $1,250
    Monthly: $49/m


    Full Custom Design

    Designed from Scratch

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site Optimization

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x **1st 3 Months Waived (Referral) - No Contract (Month to Month) - 30 Day Money Back Guarantee

    Gold (Most Popular)

    Regular Price: $4,999

    Initial: 2 Payments of $1,749
    Monthly: $79/m

    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Library

    Get Access to Hundreds of Articles

    On-Site Optimization

    Specialty Content | Search Submission

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    **1st 3 Months Waived (Referral) - No Contract (Month to Month) - 30 Day Money Back Guarantee

    Regular Price:

    Initial: Payments of
    Monthly:

    Einstein-Clinical

    COMMENTS:

    Leads | 2015-09-08 | Justin | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-11-16 | justinn
    opened via sidekick
    2015-11-16 | justinn
    Emailed F/U
    2015-09-29 | justinn
    I have to put it on hold for a while I have too much going on. We can look at later in the year. Thank you. Warm Regards, Marilyn Moran, B.S.Chem, M.B.A
    2015-09-29 | justinn
    LM & Emailed F/U
    2015-09-21 | justinn
    she called me back - wants me to give her a call next Tuesday
    2015-09-21 | justinn
    LM
    2015-09-14 | justin.n
    She is tied up right now - wants me to call her monday of next week