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    introduction package & proposal mailed 
    Notes | 2015-12-14 | Alec J. | #42462 |

    Leave a Comment:




    Phone Conference 
    Estimates | 2015-09-11 | Danny | #38131 |

    Mark called me back. Looking to build a website for his fiance’s practice. Was very nice/friendly. Knows how to maintain a site but not necessarily build. Likes the custom feel vs a template.
    Went over the streamlined design process which he really liked cause he seems to want a company to take care of everything. Discussed ownership as well cause he was wondering how to avoid it. Told him every company charges for hosting but we are different cause our designs are non-template so we give the option to take it. He seems to be on a limited budget so i advised him to add the ownership if he feels he needs to cause the monthly we charge is very minimal and comes with a lot. Sent him email with information and custom proposal to discuss with his fiance. hot lead.

    Mark-Kroeze-Custom-Proposal
    2016-08-23 | danny.n
    sent a f/u.
    2016-05-18 | danny.n
    reduce to 50%
    2016-04-11 | danny.n
    SK: 10:15am
    2016-04-11 | danny.n
    called.... to f/u. lm with Mark. Sent them both an email to touch base. Showed them some recent new client's design concept to assure them of our streamlined process.
    2016-01-21 | danny.n
    told dr i'll touch base in a few months.
    2016-01-21 | danny.n
    "Hi Danny, Sorry we haven't gotten back with you. Ideas for a website are on hold for the time being. If I decide to get something going in the future, I definitely will touch base with you. Thank you, Alicia"
    2016-01-21 | danny.n
    sidekicked
    2016-01-21 | danny.n
    touched base with Dr. Logue via email. Called Mark and left him a message. Will send him a text next week.
    2016-01-04 | danny.n
    sidekicked
    2016-01-04 | danny.n
    sent Dr. Logue & Mark an email.
    2015-12-07 | danny.n
    called. lm for mark. sent him email.
    2015-11-18 | danny.n
    sent email.
    2015-11-10 | danny.n
    Called Mark's cell, lm asking to see if they are ready to proceed and that i will be sending them an email, willwait for their response via email or ph
    2015-11-04 | danny.n
    f/u via email.
    2015-10-27 | danny.n
    sidekicked
    2015-10-27 | danny.n
    spoke to Dr, very nice. basically reiterated what she liked to accomplish out of this site. Gave her all the assurance that our company is the right fit through our undersatnding on healthcare, doctors & patients. she is paying out of her pocket and asked for discount cause hospital won't pay for it. Offered her 6 months if she can order by end of the week. Showed her GI clients again cause she didn't see it in previous emails. hot hot lead
    2015-10-27 | danny.n
    "Hi Danny, I had a cancellation on a big case so have time this afternoon open. Are you available to touch base? A"
    2015-10-26 | danny.n
    called to f/u. lm. sent email.
    2015-10-19 | danny.n
    sidekicked
    2015-10-19 | danny.n
    sent a f/u. didn't want to call and bombard cause they are close to finalizing.
    2015-10-14 | danny.n
    Responded back to dr giving her assurance that i spoke to Mark regarding all this and is familiar with what her objectives are.
    2015-10-14 | danny.n
    "Dear Danny, Thank you for taking the time to share information regarding a website for me and my practice. The long and short of it is I am a colon and rectal surgeon in San Antonio that is one of the busier people in town. My goal of this is to provide patients information about me specifically as well as many of the common conditions I treat. Some of the information would be links from the American College of Colon and Rectal Surgery; other things would be descriptions with my own words. I want something very straightforward- nothing complicated, no slow-loading graphics, or much that would be overwhelming for basic browsers. Unfortunately, since I am employed by the University system, my employer will not pay for any "marketing" for me, and I am salaried, so how much revenue I bring in is not reflected in my paycheck. Long-term, I am working on being the go-to person in South Texas for what I do, and I feel that having a site that represents me positively is important. I have had a bad experience in the past with a site I managed in which patients could leave comments- basically had someone I never operated on that was fixated on me would post very negative things on the public board. Therefore, I am not interested in having anything where people could post publically/ review/ etc on the site- I just want the basics of how they can get in touch with me if they are interested in an evaluation. One site I like is that of a friend of mine who is a dermatologist in town. I would foresee mine being something similar, with a personal description, diseases I treat, procedures I offer, and how to contact my office. Her website is www.drvivianbucay.com. I wanted to give you the background of all of this so I can see options that would be best for my needs. I am happy to talk with you on the phone at some point if that would be easier. Regards, Alicia"
    2015-10-14 | danny.n
    sidekicked
    2015-10-13 | danny.n
    "Not a problem Danny, we will discuss further, thanks for the reminder."
    2015-10-12 | danny.n
    sidekicked
    2015-10-12 | danny.n
    sent f/u.
    2015-10-07 | danny.n
    touched base with him to see if they are ready following their weekend off.
    2015-09-30 | danny.n
    "Thanks Danny, I am out of town until the end of the week and we will look at this further next week."
    2015-09-30 | danny.n
    sidekicked
    2015-09-30 | danny.n
    f/u with him to get started. gave him proposal again along with login credentials if he preferred to ordered online
    2015-09-29 | danny.n
    responded giving him access to cp to electronically sign or fax it back.
    2015-09-29 | danny.n
    "Hello Danny, It's been crazy over here in Texas for us, sorry about the delay. It sounds like Alicia would like a website to display more information to her patients and to help her with marketing. What are the next steps to take in order to make this happen?"
    2015-09-22 | danny.n
    f/u with Mark to see if he spoke to his fiance. Showed him http://colonrectaldocs.com/ which is a related specialty we recently launched.
    2015-09-11 | danny.n
    responded letting him know the 3 options with examples of our clients and how it works.: 1. simple contact form 2. custom form $20/m - like www.BayonneFamilyDental.com 3. Patient portal like ident (this is through their university server)
    2015-09-11 | danny.n
    "Excellent Danny, I do have one question for you- Alicia is affiliated with a University and as such doesn't have the same financial incentive or flexibility/need in marketing as a private practice would have. The big impetus for Alicia would be to explain the benefits of laparoscopic colon resections (among other procedures) and for her patients to have a resource for more information. Do any of your clients fit a similar situation as Alicia, and if so could you send a link? This might be more for Alicia, but would a scheduling appointment button be possible unless you have a direct connection to the University server?"
    2015-09-11 | danny.n
    "Thanks Danny, The links work and the attached PDF opened. Alicia and I will review and discuss next steps. The link you sent is a very good looking site and it looks good on this mobile phone, which would be helpful for the patient experience in clinic, etc. Thanks again! Mark Kroeze San Antonio"

    Leave a Comment:




    Initial Contact 
    Leads | 2015-09-10 | Danny | #38035 |

    called. lm on cell


    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 | 2015-09-11 | Danny | Phone Conference Sent

    Gold


    Initial: 2 Payments of $1,749
    Monthly: $78*


    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

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x *Month to Month. Ownership option (add'l - $1,000).

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Mark-Kroeze-Custom-Proposal

    COMMENTS:

    2016-08-23 | danny.n
    sent a f/u.
    2016-05-18 | danny.n
    reduce to 50%
    2016-04-11 | danny.n
    SK: 10:15am
    2016-04-11 | danny.n
    called.... to f/u. lm with Mark. Sent them both an email to touch base. Showed them some recent new client's design concept to assure them of our streamlined process.
    2016-01-21 | danny.n
    told dr i'll touch base in a few months.
    2016-01-21 | danny.n
    "Hi Danny, Sorry we haven't gotten back with you. Ideas for a website are on hold for the time being. If I decide to get something going in the future, I definitely will touch base with you. Thank you, Alicia"
    2016-01-21 | danny.n
    sidekicked
    2016-01-21 | danny.n
    touched base with Dr. Logue via email. Called Mark and left him a message. Will send him a text next week.
    2016-01-04 | danny.n
    sidekicked
    2016-01-04 | danny.n
    sent Dr. Logue & Mark an email.
    2015-12-07 | danny.n
    called. lm for mark. sent him email.
    2015-11-18 | danny.n
    sent email.
    2015-11-10 | danny.n
    Called Mark's cell, lm asking to see if they are ready to proceed and that i will be sending them an email, willwait for their response via email or ph
    2015-11-04 | danny.n
    f/u via email.
    2015-10-27 | danny.n
    sidekicked
    2015-10-27 | danny.n
    spoke to Dr, very nice. basically reiterated what she liked to accomplish out of this site. Gave her all the assurance that our company is the right fit through our undersatnding on healthcare, doctors & patients. she is paying out of her pocket and asked for discount cause hospital won't pay for it. Offered her 6 months if she can order by end of the week. Showed her GI clients again cause she didn't see it in previous emails. hot hot lead
    2015-10-27 | danny.n
    "Hi Danny, I had a cancellation on a big case so have time this afternoon open. Are you available to touch base? A"
    2015-10-26 | danny.n
    called to f/u. lm. sent email.
    2015-10-19 | danny.n
    sidekicked
    2015-10-19 | danny.n
    sent a f/u. didn't want to call and bombard cause they are close to finalizing.
    2015-10-14 | danny.n
    Responded back to dr giving her assurance that i spoke to Mark regarding all this and is familiar with what her objectives are.
    2015-10-14 | danny.n
    "Dear Danny, Thank you for taking the time to share information regarding a website for me and my practice. The long and short of it is I am a colon and rectal surgeon in San Antonio that is one of the busier people in town. My goal of this is to provide patients information about me specifically as well as many of the common conditions I treat. Some of the information would be links from the American College of Colon and Rectal Surgery; other things would be descriptions with my own words. I want something very straightforward- nothing complicated, no slow-loading graphics, or much that would be overwhelming for basic browsers. Unfortunately, since I am employed by the University system, my employer will not pay for any "marketing" for me, and I am salaried, so how much revenue I bring in is not reflected in my paycheck. Long-term, I am working on being the go-to person in South Texas for what I do, and I feel that having a site that represents me positively is important. I have had a bad experience in the past with a site I managed in which patients could leave comments- basically had someone I never operated on that was fixated on me would post very negative things on the public board. Therefore, I am not interested in having anything where people could post publically/ review/ etc on the site- I just want the basics of how they can get in touch with me if they are interested in an evaluation. One site I like is that of a friend of mine who is a dermatologist in town. I would foresee mine being something similar, with a personal description, diseases I treat, procedures I offer, and how to contact my office. Her website is www.drvivianbucay.com. I wanted to give you the background of all of this so I can see options that would be best for my needs. I am happy to talk with you on the phone at some point if that would be easier. Regards, Alicia"
    2015-10-14 | danny.n
    sidekicked
    2015-10-13 | danny.n
    "Not a problem Danny, we will discuss further, thanks for the reminder."
    2015-10-12 | danny.n
    sidekicked
    2015-10-12 | danny.n
    sent f/u.
    2015-10-07 | danny.n
    touched base with him to see if they are ready following their weekend off.
    2015-09-30 | danny.n
    "Thanks Danny, I am out of town until the end of the week and we will look at this further next week."
    2015-09-30 | danny.n
    sidekicked
    2015-09-30 | danny.n
    f/u with him to get started. gave him proposal again along with login credentials if he preferred to ordered online
    2015-09-29 | danny.n
    responded giving him access to cp to electronically sign or fax it back.
    2015-09-29 | danny.n
    "Hello Danny, It's been crazy over here in Texas for us, sorry about the delay. It sounds like Alicia would like a website to display more information to her patients and to help her with marketing. What are the next steps to take in order to make this happen?"
    2015-09-22 | danny.n
    f/u with Mark to see if he spoke to his fiance. Showed him http://colonrectaldocs.com/ which is a related specialty we recently launched.
    2015-09-11 | danny.n
    responded letting him know the 3 options with examples of our clients and how it works.: 1. simple contact form 2. custom form $20/m - like www.BayonneFamilyDental.com 3. Patient portal like ident (this is through their university server)
    2015-09-11 | danny.n
    "Excellent Danny, I do have one question for you- Alicia is affiliated with a University and as such doesn't have the same financial incentive or flexibility/need in marketing as a private practice would have. The big impetus for Alicia would be to explain the benefits of laparoscopic colon resections (among other procedures) and for her patients to have a resource for more information. Do any of your clients fit a similar situation as Alicia, and if so could you send a link? This might be more for Alicia, but would a scheduling appointment button be possible unless you have a direct connection to the University server?"
    2015-09-11 | danny.n
    "Thanks Danny, The links work and the attached PDF opened. Alicia and I will review and discuss next steps. The link you sent is a very good looking site and it looks good on this mobile phone, which would be helpful for the patient experience in clinic, etc. Thanks again! Mark Kroeze San Antonio"
    Leads | 2015-09-10 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: