Jeffrey Wachtel l Wachtel Family Foot Care l CP 2017

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Lead Response
Sales | 2015-12-22 | Justin | #42797 |

Thanks Justin, Dr Wachtel has decided to give his current team another chance. We will be in contact in future if something changes. Thanks
Lonnie Kaplan

Sent from my iPhone

2015-12-22 | justinn
See Above

Leave a Comment:

Response to Lead
Sales | 2015-12-21 | Justin | #42689 |

Justin,
We are confused about how PPC will work. We have experimented on our own and found that anything less than 600-700 per months does not allow us to pop up on PPC Ads- will this still be continued at this amount?

2015-12-22 | justinn
LM

Leave a Comment:

Website Estimate
Estimates | 2015-12-16 | Justin | #42570 |

Ok, the contract still has the 49 per month hosting fee which you said would be waved. Please correct and resend. Please also forward to docojeff@aol.com Thanks

2015-12-18 | justinn
opened via sidekick
2015-12-18 | justinn
emailed F/U

Leave a Comment:

Lead Response
Sales | 2015-12-16 | Justin | #42564 |

Hi Justin,
I think we will move forward with your company come Jan. We will be giving out current marketing guy notice this week. What do you guys need from us in terms of redoing the website into your form etc. I know our domain has the marketing guys name on it and not Dr Waxhtel so I’m guessing this would have to be transferred? Also, do you make a new PPC campaign for Google ads or do you need access to our current one? Please let me know everything you will need before Friday as Dr Wachtel will be meeting our current guy then. Thanks

Leave a Comment:

introduction package & proposal mailed
Notes | 2015-12-14 | Alec J. | #42446 |

Leave a Comment:

Lead Response
Sales | 2015-12-08 | Justin | #42130 |

Justin,
Like I said earlier, if it were up to me I would sign up right now because we definitely need a marketing boost/change. Dr. Wachtel is still thinking about it and considering the options. Thanks

Leave a Comment:

Lead Response
Sales | 2015-12-03 | Justin | #41960 |

Justin,
I agree with you and I think you are our better option which I told Dr Wachtel. Dr Wachtel is the boss and he will make all decisions as he is the one paying in the end. Would you develop our PPC campaign? In other words make all the campaigns for us?

When Jeff makes the final decision we will let you know.

Lonnie Kaplan

Sent from my iPhone

2015-12-07 | justinn
opened via sidekick again
2015-12-07 | justinn
opened via sidekick
2015-12-07 | justinn
Emailed F/U
2015-12-04 | justinn
opened via sidekick

Leave a Comment:

Response to Lead
Sales | 2015-12-03 | Justin | #41950 |

Dr. Wachtel,

Unfortunately, I’ve done all I can to keep things at a cost minimum.
I can not waive that $499 initial set up fee.

I assure you that with the marketing you are investing with our company, that $499 will more than pay for itself.
I’m doing my best to keep things at a cost minimum for you with out devaluing our great products/service.

Thank you,

Leave a Comment:

Lead Response
Sales | 2015-12-03 | Justin | #41949 |

Yes. That is what we want but the 499$ fee is the problem. Unfortunately this is what is holding us back. Anything you can with that

Sent from my iPhone

Leave a Comment:

Response to Lead
Sales | 2015-12-03 | Justin | #41947 |

Dr. Lonnie,

Yes, You had mentioned that you essentially want one company to manage all aspects (Website & Marketing). In order for us to make changes, updates, & optimization to the site without running into any technical difficulties on the back end — we would need to do the website transfer to have full control of the site and to have it built on our platform/server.

I’ve separated the option for you to have us host & maintain the site (Website Transfer) or if you wish to stay with your existing hosting company — simply check mark the Marketing Proposal Only (not Website Transfer).
If you decide to stay with your company for the website, we can still manage the marketing for you. They are completely independent products.

Thank you,

Leave a Comment:

Lead Response
Sales | 2015-12-03 | Justin | #41946 |

So are we still paying the website transfer fee? He does not feel comfortable with that as we just paid a lot of money for our website.

Sent from my iPhone

Leave a Comment:

Website Estimate
Estimates | 2015-12-03 | Justin | #41898 |

Dr. Kaplan,

GREAT!

Please sign and fax the attached proposal to 949-544-5227 to start.

Services included within the pricing will be all features requested:
Website Transfer
Hosting/Maintenance/Updates (pictures & content)
Client Owns Site
Social Marketing
2 Custom Unique Blog Article Written/Posted Per Month (SEO Focused) Specifically for Your Practice
Advanced Search Engine Optimization
On-Site Optimization Complete site analysis and optimization, including HTML and CSS codes. Review & optimization of title, description tags, and other meta data.
Geo-Targeting Results in an even higher ranking when people living around your practice searched on internet.
Local & Directory Listing Submission to hundreds of local directories and listings.
Google Specific Optimization Installation and optimization of Google SEO products including, Google Analytics, Google Sitemap, Google Webmaster, sitemap.xml and more.
Advanced Features & Methods Complete competition research and analysis. Code optimization for faster page download and higher Google page rank. Internal linking and many other steps to improve the chance of better ranking.
All features above for the main specialty keyword.
Google Adwords
Lansdale, PA – Specialty: Podiatry
1st Page Placement
Constant Adjustments to Campaign
Campaign Visible 24/7
Reputation Management
Business Listing
Review Site
Control Panel to Filter Reviews
Allows Patient to Leave Review without Login
On-site Optimization for Review Page
Automated Email Alerts When Name is Mentioned on Google
No Contract – No Set Up Fee
Looking forward to working with you.

2015-12-03 | justinn
opened via sidekick

Leave a Comment:

Lead Response
Sales | 2015-12-03 | Justin | #41896 |

Still not going to work because of reputation management extra costs.

Sent from my iPhone

Leave a Comment:

Response to Lead
Sales | 2015-12-03 | Justin | #41894 |

Dr. Lonnie,

I understand you will be choosing a potential company by tomorrow.
In order to make the proposal more competitive and guaranteed competitive pricing.

I will waive off the website hosting fee as long as your Marketing is Active.

I’ll go ahead and touch base with you tomorrow to see your decision.

Thank you and I look forward to having the opportunity to showing you what we can do to excel your practice.

Leave a Comment:

Website Estimate
Estimates | 2015-12-01 | Justin | #41765 |

Sent Updated Proposal
Dr.-Wachtel-Kaplan

2015-12-01 | justinn
opened via sidekick

Leave a Comment:

Response to Lead
Sales | 2015-11-30 | Justin | #41699 |

Dr. Lonnie,

Sounds great, I look forward to speaking with you tomorrow to clear up any confusion you may have.
I’ve not heard of RepDoctor but want to assure you that our company offers reputation management as well for a guaranteed competitive rate compared to RepDoctor’s pricing — more than half of their price!

Our company is well rounded and is pretty much a one stop shop.

Thank you and I hope to have the opportunity for us to show you what we can do for your practice!

https://therepdoctor.ecwid.com/

2015-12-01 | justinn
Spoke with Dr. Wachtel again - had a long conversation - overviewed everything with him - he feels that everything little thing is just adding up - asked him what his budget was - he said $1,500 - he is currently paying $1,650 with his existing ($500 - SEO, $250 - 4 Blog Postings, $900 - Adwords) - he got abit turned off by the increasing numbers - he asked who owns the site - will email him all the information - he said he had to run - will talk things over with Dr. Wachtel - will decide this week
2015-12-01 | justinn
Spoke with Dr. Lonnie for a few minutes - answered his questions - he is essentially looking for someone to manage his website - do the marketing for him - one stop shop - found out his website is wordpress - he will transfer his website over for $500 + $49/m and do the marketing for him as well - current company charges $150/hr for creative consultation - they do not specialize in podiatry - he had to speak with a patient and will call me back - had a few more questions for me
2015-12-01 | justinn
opened via sidekick

Leave a Comment:

Lead Response
Sales | 2015-11-30 | Justin | #41698 |

Justin,
I am a bit confused on what is included as you spoke to Jeff previously on the phone. I will give you a call tomorrow to discuss further as we would like to make decisions this week. Do you know anything about RepDoctor- a company that runs reputation management. It is what we are using now through our current marketing person which is important to our business. Thanks
Lonnie Kaplan

Sent from my iPhone

Leave a Comment:

Response to Lead
Sales | 2015-11-24 | Justin | #41582 |

Dr. Lonnie,

As discussed with Dr. Wachtel, he mentioned that he is paying $1k in clicks.
I proposed that my team can give you the same results if not better, for less than what you are currently investing into the Adwords Campaign alone.

Our company knows how to get rid of waste and have certified Google Partners to prove it!

Here is a breakdown of the products monthly costs:
SEO: $0 (Waived – Reg. $500) + $500/m – keyword: TBD
Social Marketing/Blog Postings: $300/m – 2 Custom Uniquely Written Articles Created & Posted Per Month (SEO Focused)
Adwords: $700/m
As you are aware, each month will fluctuate so that $1,500 investment (budget) will allow my team room to allocate accordingly to your Adwords Campaign. (Constant Adjustments and keep your campaign running 24/7 — 1st Page Exposure)

Thank you,

2015-11-30 | justinn
Emailed F/U
2015-11-30 | justinn
opened via sidekick

Leave a Comment:

Lead Response
Sales | 2015-11-24 | Justin | #41581 |

Ok, how much money towards adword campaign is that 1500 including?

Leave a Comment:

Lead Response
Sales | 2015-11-24 | Justin | #41577 |

Thanks. And with Adwords, would call tracking be included- and does that total payment include any money towards Adwords or would that all come on our credit card?

Lonnie

Sent from my iPhone

Leave a Comment:
Website Estimate
Estimates | 2015-11-24 | Justin | #41572 |

Updated Proposal

Dr. Kaplan,

Thank you for your response and feedback.

Our company serves as a one stop shop and we excel in what we do.

We are familiar with your specialty and will be able to provide you a well rounded product for Google Adwords (Guaranteed 1st Page Placement), SEO, Social Marketing/Blogging to deliver you results.

I’ve gone ahead and attached a custom proposal which gives you pricing for the three products you had requested for.

One of the biggest difference you will notice with our Social Marketing Package in comparisons to our competitor is that our content is specifically and uniquely written for your practice. It will also be heavily SEO focused in terms of how it is written. Our professional content writer will be able to create articles to be posted on a monthly basis, and if you have a topic or schedule of topics for per month, we will create and post accordingly.

As addressed, you are currently on the first page of Google Organically, I have great confidence in our team that we will be able to move you up to a higher position & gain you better/more exposure on the first page of Google in all 3 potential positions on the 1st Page (Organic, Map, & Ad).

Just because you are on the 1st page of Google 3rd listing from the top, just moving up to position 2 or 1 can be a difference of 15-20 new patients per month.

People generally click the top three results and barely goes on page 2 for results so you can see this makes logical sense how much of an impact ranking has.

With the SEO work and Social Marketing (Custom Unique Content) we will be doing, I am very confident you will see a ROI.

Danny, my Marketing Director is a certified Google Partner – view his certifications
With our SEO team, I have great confidence in them and what we can do to help your practice grow.

ChicagolandFootandAnkle.com – 1st Page (Keyword): Chicago Foot and Ankle or Chicago Foot and Ankle Specialist

irvineendodontist.com – currently dominating on Google for her area in multiple positions (Keyword): Irvine Endodontic, Irvine Root Canal, Irvine Endodontist

View Our Client’s Success Story

These are very competitive areas… if we can do this for our client’s we can definitely do it for Lansdale, PA.

My goal is to essentially help you dominate your area of Google for Lansdale and target surrounding cities that are close by with your geographic location.

Please do let me know your thoughts and feedback.

Looking forward to working with you.

Leave a Comment:
Lead Response
Sales | 2015-11-24 | Justin | #41564 |

Justin,
We are looking for not only google ads but also SEO, social media marketing, and blogging. Can you give us some quotes for these as well. Essentially would move all of our marketing over to you. Thanks

Lonnie Kaplan

Leave a Comment:

Website Estimate
Estimates | 2015-11-24 | Justin | #41553 |

Spoke with Dr. Wachtel – his name looked familiar – found his CP and he provided me with all his new info – just got a new website this year – wants SEO – told him he is already on the 1st page – I proposed to help him gain more exposures and dominate his area as a podiatrist – he is currently paying $1k in clicks per month – told him I can help him cut down the cost and continue showing him the same results – if not better – he likes that thought and is exactly what he wants – will discuss with his partners and get back to me
Wachtel-Family-Foot-Care

2015-11-24 | justinn
Dr. called back this morning - said he didnt receive the email - forwarded him the email - he received it - requested to have it sent to his associate as well - they got it and will get back to me
2015-11-24 | justinn
He opened our email: Clicked Campaign Created 2015/11/20, 5:45 PM 11/21/2015 7:44pm Opened Campaign Created 2015/11/20, 5:45 PM 11/21/2015 7:44pm Opened Campaign Created 2015/11/20, 5:45 PM 11/21/2015 7:43pm Sent Campaign Created 2015/11/20, 5:45 PM 11/21/2015 4:19pm
2015-11-24 | danny.n
was he from the email blast?
2015-11-24 | justinn
Lead has been re-activated - called in yday

Leave a Comment:

Phone Conference
Estimates | 2015-09-30 | Danny | #39082 |

Spoke to Dr. Wachtel, super nice. Very old school. Has a site that he states lost ranking recently. I checked and he is all over the 1st page. Gave him overview of what we do and how we can help with our work by maintain and even boost his ranking. Showed dr our Podiatry sites. Also showed him on mobile phone. Dr didn’t know how to type it in so i had to email him a link to click on. My email went to spam. He is a very good lead and will want to discuss with the partner who is also shopping around. He states he got quotes for $1,500 which i told him most likely is a template and how it can effect his SEO. Dr will respond back to my email to confirm he got the email.

Justin, please touch base with him next week.
Dr.-Wachtel

2015-10-28 | justinn
opened via sidekick
2015-10-28 | justinn
Emailed F/U - has been unresponsive
2015-10-27 | justinn
LM
2015-10-22 | justinn
LM & Emailed F/U
2015-10-20 | justinn
LM
2015-10-16 | justinn
LM
2015-10-14 | justinn
LM & Emailed via Dannys Acct
2015-10-12 | justinn
LM
2015-10-08 | justinn
LM
2015-10-06 | justinn
LM & Emailed via Danny's Acct
2015-10-06 | danny.n
sidekicked.
2015-09-30 | justinn
Mailed
2015-09-30 | danny.n
Justin, please MAIL and also touch base with him early next week. hot lead.

Leave a Comment:
Domain Information

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.360temp.com

Intro & Gallery URL:
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Site Username (subdomain):
Map Domain in Pagely/WP:
Customizer:
Additional Pages:
Review:
Tutorial:
Website is Ready:

Cancelled

301:
Other Products:
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Live Online:
Analytics Setup:
Jetpack Stats Setup:
Analytics ID:
Google Account

Analytics by Client

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Custom Content

Please submit a task to create content.

ADDITIONAL EMAIL TO:
Hello Dr. Jeffrey Wachtel, Welcome to Optimized360! My name is and I will be the designer working with you to get your new website up. To ensure that we have the proper information on your new website, please fill out our simple questionnaire below. Preliminary Questionnaire: https://form.jotform.com/62934768594171 We'd like for patients to utilize your website as soon as possible, therefore we've provided an efficient process: The website will be created with a simple design and your provided information. In about a week, you should receive an email with the initial content we have put together. At that time, we'll discuss design customizations available. If you have any questions, please call 1-800-997-9368 or simply reply to this email. I'm excited to work with you! 

ADDITIONAL EMAIL TO:
Hello Dr. Jeffrey Wachtel, Congratulations! Your website is ready for your review. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://.360temp.com WEBSITE WALK-THROUGH When is the best time to go over the options or questions you might have? I'll be glad to provide a walk-through to editing the site. If you would like to make changes to the website in the future, please feel free to email us at support@optimized360.com. We welcome any questions regarding the website's editor. Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. Jeffrey Wachtel, Congratulations! Your website is live and accessible to the public. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://podiatristlansdale.com If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Thank you!
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ADDITIONAL EMAIL TO:
Hello Dr. Jeffrey Wachtel, Welcome to Optimized360! My name is and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. this morning to discuss your account and review the notes you initially had. 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. URL: https://form.jotform.us/61947943668171??Designer=&cpId=101543 After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead. I look forward to working on this design with you. 

Additional Recipients:

Hello Dr. Jeffrey Wachtel, Based off of our discussion I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. Jeffrey Wachtel, Your design has been approved! Approved concept URL: If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you'd like to mention onto the site. You'll get more opportunities to review the site and make additional changes as well. 
Task for Developers:
URL: .360sites.net Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed. Include hover effects in appropriate areas and link all buttons/links to related pages. Below are specific instructions: - add hover effects using DIVI - run all images through http://optimizilla.com/ - make sure EVERYTHING is linked - check mobile & tablet - all buttons should have a hover effect 

Add new milestone to Upwork.com Add new milestone to Upwork.com
Add Developer to Temp Site: 360developers 360developers103259

ADDITIONAL EMAIL TO:
Hello Dr. Jeffrey Wachtel, Your website is ready for your review and to further customize. This is the initial time that you will see the website, therefore you will have many questions and comments! We encourage you to schedule a call to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have. Temporary URL: http://.360sites.net If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Schedule a Call: https://calendly.com/optimized360/calls Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. Jeffrey Wachtel, Congratulations! Your website is live and accessible to the public. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://podiatristlansdale.com If you would like to make changes to the website in the future, you may always log in by going to the bottom of your website and clicking "Login." We welcome any questions regarding the website editor. Thank you!
MILESTONES

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Check Other Products:
Analytics Applied:
Review:
DC is Ready:
DC is Live:
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Previous Design #

Previous Site Removed:
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ADDITIONAL EMAIL TO:
Hello Dr. Jeffrey Wachtel, My name is and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. this morning to discuss your account and review the notes you initially had. 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. URL: https://form.jotform.com/61947943668171 After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead. Schedule a Call: https://calendly.com/360-charlesb https://calendly.com/360-jessicac https://calendly.com/360-jans https://calendly.com/360-desiraeg https://calendly.com/optimized360 I look forward to working on this design with you. 

Additional Recipients:
Attach File(s):
Hello Dr. Jeffrey Wachtel, Based off of our discussion I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. Jeffrey Wachtel, Your design has been approved! Approved concept URL: If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you'd like to mention onto the site. You'll get more opportunities to review the site and make additional changes as well. 

Task for Developers:

URL: .360sites.net Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed. Include hover effects in appropriate areas and link all buttons/links to related pages. Below are specific instructions: Add new milestone to Upwork.com Add new milestone to Upwork.com
Add Developer to Temp Site: 360developers 360developers103259

ADDITIONAL EMAIL TO:
Hello Dr. Jeffrey Wachtel, Your website is ready for your review and to further customize. This is the initial time that you will see the website, therefore you will have many questions and comments! We encourage you to <a href="https://calendly.com/optimized360/">schedule a call</a> to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have. Temporary URL: http://.360sites.net If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. Jeffrey Wachtel, Congratulations! Your website is live and accessible to the public. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://podiatristlansdale.com If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor.
Video Information

Added to vendor DB
Checked for alias
Placed on site
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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:

Hello Dr. Jeffrey Wachtel, While we work on your website, we'd also like to start your Social Media accounts as soon as possible. If you have Facebook, Twitter or Google Plus profiles created, please send login credentials so that we may update what's necessary. Thank you, and we look forward to working with you. 

ADDITIONAL EMAIL TO:

Hello Dr. Jeffrey Wachtel, Your social media accounts have been created and added to your website. Below are instructions per Social Media profile, please complete and confirm accounts. FACEBOOK URL: Please log onto your personal account and hit the "like" button on your Facebook Profile. Once you have done so, please send us the email address for your account. We will then add you as a manager of the profile. Once added, you will get a notification in your Facebook account to accept the invitation. You will be able to make posts, upload pictures and do as you please just like a personal profile. GOOGLE PLUS URL: Google will send a postcard to your office with a PIN number. Please send that to us for verification. TWITTER URL: Username: Password: Email: doccojeff@aol.com Please log onto http://www.twitter.com and confirm the account. If the account is not confirmed, the might be marked spam in the future. We'll be glad to walk you through this process, please give us a call at 1-800-997-9368. Thank you and let us know if you have any questions! 
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Cancelled

ADDITIONAL EMAIL TO:

Hello Dr. Jeffrey Wachtel, While we work on your website, I would like to get a few notes regarding the logo design for your practice. Please take a few minutes to fill out our design questionnaire below. This should give me a better idea of the of personal elements that you're looking for. URL: https://form.jotform.com/70956298309166 After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead. Schedule a Call: https://calendly.com/360-charlesb https://calendly.com/360-jessicac https://calendly.com/360-jans https://calendly.com/360-desiraeg https://calendly.com/optimized360 Process 1. You will receive an initial five concepts to start with. We can mix and match designs! At this point, try to focus on shapes and fonts rather than color. 2. Revisions: You will get approximately to 5 rounds of revisions. Let us know what suites you and what does not, don't worry, we'll try our best to get them as close as possible! 3. Approval: After the logo is approved, we'll send you a set of files that can be used with any print shop or graphic designer. We'll also add it to the website. If you have any questions, please feel free to let me know. 

Additional Recipients:

Hello Dr. Jeffrey Wachtel, Based off of our discussion I have compiled a few concepts for your initial logo design. Please pay attention to the different styles, fonts and symbols that are on the submission. Let me know what your thoughts are on each or if you'd like bits and pieces of each concept. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. Jeffrey Wachtel, Your logo has been approved! Here are your finalized files: Please feel free to let us know if you have any questions regarding the files and/or have trouble viewing them. Thank you. Instructions to Place on Website (ticket) Replace the logo on current website. Here are the files:
Username: Password:

Reviewed:
Placed on Website:
Cancelled

Send Email Confirmation

ADDITIONAL EMAIL TO:
Hello Dr. Jeffrey Wachtel, We've converted the forms on your website as previously discussed. You will no longer receive the submission through email, but will be notified to log in to view submissions. You can log onto: URL: https://jotform.com Username: Password: Please let us know if you have any questions regarding the forms, we'll be happy to help. Feel free to call 1-800-997-9368 or email support@optimized360.com. Optimized360 Support

Reviewed:
Active:
Cancelled

Send Email Confirmation

ADDITIONAL EMAIL TO:
Hello Dr. Jeffrey Wachtel, Congratulations! ADApt is now installed onto your website. When patients visit your site, they will be able to click on the 'accessible' icon bar at the bottom of the screen to convert the site. Please let us know if you have any questions regarding ADApt and site accessibility. Optimized360 Support

CSR: Pagely Ticket Created:

Domain Mapping: DB Search & Replace:
Active/Completed:
Cancelled

Send Email Confirmation
ADDITIONAL EMAIL TO:
Hello Dr. Jeffrey Wachtel, We have successfully installed SSL Security Certificate on your website. You will see the domain convert from http: to https: when visiting your website. Please let us know if you have any questions regarding this. Thank you! Optimized360 Support
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 | 2015-12-16 | Justin | Website Estimate Sent

WEBSITE TRANSFER

Initial: Payments of $499
Monthly: $49**

Ownership

Own the Custom Design We Create

x Client Owns Website & Content - Website Transfer (AS IS) & Hosted on Optimized360's Server - Unlimited Updates (Text & Pictures) - Technical Support & Maintenance -- $49/m Waived As Long As Marketing is Active

Regular Price:

Initial: Payments of
Monthly:

No Contract (Month to Month)

SOCIAL MEDIA Custom

Facebook, Google Plus & Twitter

Custom Blog

Custom Website-Based Blog

Advanced SEO

Expanded Detailed Optimization

Social: 2 Custom Unique Blog Article Written/Posted Per Month (SEO Focused) Specifically for Your Practice

COMMENTS:

2015-12-18 | justinn
opened via sidekick

2015-12-18 | justinn
emailed F/U

Estimates | 2015-12-03 | Justin | Website Estimate Sent

Website Transfer

Initial: 1 Payments of $499
Monthly: $49/m

Ownership

Own the Custom Design We Create

x Client Owns Website & Content - Website Transfer (AS IS) & Hosted on Optimized360's Server - Unlimited Updates (Text & Pictures) - Technical Support & Maintenance

Regular Price:

Initial: Payments of
Monthly:

Marketing Proposal

Regular Price: $1,499

Initial: Payments of $0
Monthly: $1,500/m

SOCIAL MEDIA Custom

Facebook, Google Plus & Twitter

Custom Blog

Custom Website-Based Blog

Advanced SEO

Expanded Detailed Optimization

Reputation Management Included if by 12.4.15 (Authorized By Justin N.)

COMMENTS:

2015-12-03 | justinn
opened via sidekick

Estimates | 2015-12-01 | Justin | Website Estimate Expired

Website Transfer

Initial: 1 Payments of $499
Monthly: $49/m

Ownership

Own the Custom Design We Create

x Client Owns Website & Content - Website Transfer (AS IS) & Hosted on Optimized360's Server - Unlimited Updates (Text & Pictures) - Technical Support & Maintenance

Regular Price:

Initial: Payments of
Monthly:

No Contract (Month to Month)

SOCIAL MEDIA Custom

Facebook, Google Plus & Twitter

Custom Blog

Custom Website-Based Blog

Advanced SEO

Expanded Detailed Optimization

Social: 2 Custom Unique Blog Article Written/Posted Per Month (SEO Focused) Specifically for Your Practice

Dr.-Wachtel-Kaplan

COMMENTS:

2015-12-01 | justinn
opened via sidekick

Estimates | 2015-11-24 | Justin | Website Estimate Expired

Marketing Package (SEO, Adwords, & Social Marketing)

Initial: Payments of $0
Monthly: $1,499/m

SOCIAL MEDIA Custom

Facebook, Google Plus & Twitter

Custom Blog

Custom Website-Based Blog

Advanced SEO

Expanded Detailed Optimization

x 2 Custom Unique Blog Article Written/Posted Per Month (SEO Focused) Specifically for Your Practice

Regular Price:

Initial: Payments of
Monthly:

Lansdale, PA - Podiatrist - Month to Month Basis (no contract) - Keywords: TBD

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

Estimates | 2015-11-24 | Justin | Website Estimate Expired

Google Adwords

Initial: Payments of
Monthly: $600/m

x Lansdale, PA - Podiatrist - Keywords: TBD - will target surrounding cities as well

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

Wachtel-Family-Foot-Care

COMMENTS:

2015-11-24 | justinn
Dr. called back this morning - said he didnt receive the email - forwarded him the email - he received it - requested to have it sent to his associate as well - they got it and will get back to me

2015-11-24 | justinn
He opened our email: Clicked Campaign Created 2015/11/20, 5:45 PM 11/21/2015 7:44pm Opened Campaign Created 2015/11/20, 5:45 PM 11/21/2015 7:44pm Opened Campaign Created 2015/11/20, 5:45 PM 11/21/2015 7:43pm Sent Campaign Created 2015/11/20, 5:45 PM 11/21/2015 4:19pm

2015-11-24 | danny.n
was he from the email blast?

2015-11-24 | justinn
Lead has been re-activated - called in yday

Estimates | 2015-09-30 | Danny | Phone Conference Expired

Gold

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

Full Custom Design

Designed from Scratch

Mobile Responsive

Matching Design | Auto Dial | Map | Forms

Exclusivity

Design Will Be Exclusive to Your Area

Premium SEO

Analytics | Geo-Targeting | Meta Tags

Educational Library

Get Access to Hundreds of Articles

Appointment Alerts

Multi-Platform (Email, Fax, Text)

x 30 Days Money Back Guarantee. Guaranteed Competitive Price.

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

Dr.-Wachtel

COMMENTS:

2015-10-28 | justinn
opened via sidekick

2015-10-28 | justinn
Emailed F/U - has been unresponsive

2015-10-27 | justinn
LM

2015-10-22 | justinn
LM & Emailed F/U

2015-10-20 | justinn
LM

2015-10-16 | justinn
LM

2015-10-14 | justinn
LM & Emailed via Dannys Acct

2015-10-12 | justinn
LM

2015-10-08 | justinn
LM

2015-10-06 | justinn
LM & Emailed via Danny's Acct

2015-10-06 | danny.n
sidekicked.

2015-09-30 | justinn
Mailed

2015-09-30 | danny.n
Justin, please MAIL and also touch base with him early next week. hot lead.

Wachtel Family Foot Care

Alt. Contacts

Team

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

DOMAIN INFO

LATEST NOTES

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Task for Developers:

Notes

After submitting the form, copy + paste the EDIT SUBMISSION URL on the thank you page here:

Facebook

Google Plus

Twitter

Send Email Confirmation

Send Email Confirmation

Send Email Confirmation

WEBSITE TRANSFER

Initial: Payments of $499 Monthly: $49**

Ownership

Initial: Payments of Monthly:

Social Marketing, Adwords, Rep Management, SEO

Initial: Payments of Monthly: $1,499/m

SOCIAL MEDIA Custom

Custom Blog

Advanced SEO

COMMENTS:

Website Transfer

Initial: 1 Payments of $499 Monthly: $49/m

Ownership

Initial: Payments of Monthly:

Marketing Proposal

Initial: Payments of $0 Monthly: $1,500/m

SOCIAL MEDIA Custom

Custom Blog

Advanced SEO

COMMENTS:

Website Transfer

Initial: 1 Payments of $499 Monthly: $49/m

Ownership

Initial: Payments of Monthly:

Social Marketing, Adwords, Rep Management, SEO

Initial: Payments of $0 Monthly: $1,499/m

SOCIAL MEDIA Custom

Custom Blog

Advanced SEO

COMMENTS:

Marketing Package (SEO, Adwords, & Social Marketing)

Initial: Payments of $0 Monthly: $1,499/m

SOCIAL MEDIA Custom

Custom Blog

Advanced SEO

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: Payments of $499
Monthly: $49**

Initial: Payments of
Monthly:

Initial: Payments of
Monthly: $1,499/m

Initial: 1 Payments of $499
Monthly: $49/m

Initial: Payments of
Monthly:

Initial: Payments of $0
Monthly: $1,500/m

Initial: 1 Payments of $499
Monthly: $49/m

Initial: Payments of
Monthly:

Initial: Payments of $0
Monthly: $1,499/m

Initial: Payments of $0
Monthly: $1,499/m

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: Payments of
Monthly: $600/m

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

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

Initial: Payments of
Monthly:

Initial: Payments of
Monthly: