Gentle Dental

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    Profile ID: 101748




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    shelby’s 1 attempt 
    Leads | 2016-06-29 | shelby.k | #54155 |

    Called not in the office lm


    Leave a Comment:




    Justin’s Attempt 
    Sales | 2016-03-22 | Justin | #47372 |

    Emailed F/U via dannys acct


    2016-03-23 | danny.n
    please talk to me regarding this lead when you get in.
    2016-03-23 | danny.n
    SK: 7:22am

    Leave a Comment:




    introduction package & proposal mailed 
    Notes | 2015-12-22 | Alec J. | #42792 |

    Leave a Comment:




    Phone Conference 
    Estimates | 2015-12-22 | Danny | #42765 |

    Nancy returned my call. Very Very nice. She said she did a lot of researched and absolutely loves our design. Cost is everything to the dr so they are looking at the $1,398 with $69 basic hosting. She wants to see us to the dr but wanted to see if we can do anything better. Told her the monthly but not the initial. Gave her a lot of benefits goign with us vs a template from others. She wants to get somethign by the 1st of the year if not mid Jan but wants me to def touch based. Dr is pretty booked this week and will try to get a hold of him and will be closed all of next week. Sent her proposal. Will touch base 1st week of jan. HOT HOT LEAD

    Dr.-Ruff
    2016-05-12 | danny.n
    been calling the past few months. no one answering to call or email.
    2016-04-20 | danny.n
    moving status down to 50% .
    2016-04-20 | danny.n
    called. message stated she is in the office but busy on another line. Still unable to leave a message. sent email.
    2016-04-19 | danny.n
    called. message stated they will be back in the office Wed April 20th (Tom). Message just hands up not allowing me to leave a message. will try again tomorrow.
    2016-04-11 | danny.n
    called. unable to leave a message. it goes to an answering machine stating that they are out until April 9th (saturday). I called today with the same message but machine did not allow me to leave a message.
    2016-04-08 | danny.n
    called.... LM. Will call again on Monday.
    2016-03-23 | danny.n
    lm on office vm. message stated they will be back on Mar 24th.
    2016-03-15 | danny.n
    called to touch base with. Nancy stated dr is not back yet till maybe end of the month. Told her I'll check in around that time.
    2016-02-22 | danny.n
    told her i'll touch base in a few weeks when timing is better. still hot lead.
    2016-02-22 | danny.n
    "Hi Danny: I am getting your emails. Sorry for not responding. The doctor has been in the hospital for a couple of weeks now and my focus has switched for the time being. Based on my research with other companies you are to the "go to" for me. Unfortunately I cannot move forward until he gets back home which might not be for a few weeks. I will certainly reach out as soon as I can. He is anxious to getting back to his practice. Thank you for your patience and understanding. Nancy"
    2016-02-22 | danny.n
    sidekicked
    2016-02-22 | danny.n
    sidekicked so i called her immediately. lm. sent her an email
    2016-02-18 | danny.n
    called. lm on office voice message. sent Nancy an email.
    2016-02-11 | danny.n
    called. lm for nancy. sent her an email.
    2016-01-28 | danny.n
    "30 day guarantee is a good selling point for me. He's aware of your product... just have to get him to commit. Enjoy your weekend too. Nancy"
    2016-01-28 | danny.n
    replied back to her reassuring her the steramline process once he gets the ok to start with the pricing. Reminded her about our 30 day money back guarantee.
    2016-01-28 | danny.n
    "Hi Danny: Thank you. Your proposal is still on the table with us. Yes I do love the look and feel of your designs and the offer to waive the 1st four monthly fees is appreciative. It's just finding the time to sit with the doctor to go through this with him so that he can understand and digest the information and my goal. He is aware of how detrimental his current site and lack of optimization is doing to the business and know that he is in favor of upgrading. It's (and pardon my pun) like pulling teeth with him to get him to sit down with me and make a decision. Once I can get him to commit, I can move forward with you. I will say that I wasn't in favor of the two sites that were just launched locally, but do like some of the templates that I saw on your site. I will touch base with you as soon as I know we are committing to this. Believe me I'm doing all I can to move forward. Nancy"
    2016-01-28 | danny.n
    touched base again. this time via phone. lm she's not in. Sent her an email offering 1st 4 months free.
    2016-01-22 | danny.n
    sidekicked
    2016-01-21 | danny.n
    called. no pickup. unable to leave a mesage. sent email
    2016-01-14 | danny.n
    called to touch base. spoke to nancy, very nice. Stated that she hasn't gotten a chance to speak to the dr cause he's quite busy. She said we are her 1st choice cause she absolutely adores our design. Cost is everything to the dr. I told her to talk to him and let me know. I'll do what i can to accommodate him.

    Leave a Comment:




    Initial Contact 
    Leads | 2015-12-18 | Danny | #42661 |

    called her within 5 mins of submission. She stated she is in the middle of something that is urgent and if i can send over any info first, then she will coordinate to discuss. Verified with her that the email provided she receives them


    2015-12-21 | danny.n
    called. lm on office vm. VM stated that office is closed until tomorrow at 10am. Sent her an email letting her know i had called as well.
    2015-12-21 | danny.n
    responded over the weekend letting her know i'll be available on Monday (today) to speak.
    2015-12-21 | danny.n
    "Good morning Danny: Just took some time this morning to go through your design gallery and I really like what I see. Once you see what we are currently working with you'll understand my excitement to work with you. We are a small office that has been in business for over 25 years and are looking to increase our client base. Therefore the cost for your services will be key. With that being said I see that between the cost of the Design Type @ $1,398 (2 payments of $699) and a monthly plan @ $69/mo. at the lowest will cost us $2,226.00 to design and maintain the first year and $828.00 each year thereafter for our monthly plan. Quite honestly it is a little costly for us and wonder how we can reduce those fees based on our needs. I have not looked at our spoken to another company for our web design and would like to work with you, but I have to be able to sell this to the doctor in order for us to move forward. I do have a busy day today and will have limited phone time. I will try to reach out to you before the end of the day. In the interim if you could respond to this email that would be greatly appreciated. Thank you. Looking forward to working with you. Nancy"
    2015-12-18 | danny.n
    sent her an email with the 2016 Package option. Theme or Custom + basic hosting or 360 hosting

    Leave a Comment:




    Initial Assessment 
    Leads | 2015-12-18 | Danny | #42660 |

    – No SEO ranking
    – NEW CITY, NY – about 30 miles away from NYC.
    – site is very poorly design and unprofessional. No serious feel. Needs more modern look, more info on services, etc.


    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



    Leads | 2016-06-29 | shelby.k | shelby’s 1 attempt


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Estimates | 2015-12-22 | Danny | Phone Conference Sent

    Customizable Theme


    Initial: 2 Payments of $699
    Monthly: $69*


    Selected Design

    Pre-Selected Design

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    On-Site Optimization

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x - 1st 4 months waived

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Dr.-Ruff

    COMMENTS:

    2016-05-12 | danny.n
    been calling the past few months. no one answering to call or email.
    2016-04-20 | danny.n
    moving status down to 50% .
    2016-04-20 | danny.n
    called. message stated she is in the office but busy on another line. Still unable to leave a message. sent email.
    2016-04-19 | danny.n
    called. message stated they will be back in the office Wed April 20th (Tom). Message just hands up not allowing me to leave a message. will try again tomorrow.
    2016-04-11 | danny.n
    called. unable to leave a message. it goes to an answering machine stating that they are out until April 9th (saturday). I called today with the same message but machine did not allow me to leave a message.
    2016-04-08 | danny.n
    called.... LM. Will call again on Monday.
    2016-03-23 | danny.n
    lm on office vm. message stated they will be back on Mar 24th.
    2016-03-15 | danny.n
    called to touch base with. Nancy stated dr is not back yet till maybe end of the month. Told her I'll check in around that time.
    2016-02-22 | danny.n
    told her i'll touch base in a few weeks when timing is better. still hot lead.
    2016-02-22 | danny.n
    "Hi Danny: I am getting your emails. Sorry for not responding. The doctor has been in the hospital for a couple of weeks now and my focus has switched for the time being. Based on my research with other companies you are to the "go to" for me. Unfortunately I cannot move forward until he gets back home which might not be for a few weeks. I will certainly reach out as soon as I can. He is anxious to getting back to his practice. Thank you for your patience and understanding. Nancy"
    2016-02-22 | danny.n
    sidekicked
    2016-02-22 | danny.n
    sidekicked so i called her immediately. lm. sent her an email
    2016-02-18 | danny.n
    called. lm on office voice message. sent Nancy an email.
    2016-02-11 | danny.n
    called. lm for nancy. sent her an email.
    2016-01-28 | danny.n
    "30 day guarantee is a good selling point for me. He's aware of your product... just have to get him to commit. Enjoy your weekend too. Nancy"
    2016-01-28 | danny.n
    replied back to her reassuring her the steramline process once he gets the ok to start with the pricing. Reminded her about our 30 day money back guarantee.
    2016-01-28 | danny.n
    "Hi Danny: Thank you. Your proposal is still on the table with us. Yes I do love the look and feel of your designs and the offer to waive the 1st four monthly fees is appreciative. It's just finding the time to sit with the doctor to go through this with him so that he can understand and digest the information and my goal. He is aware of how detrimental his current site and lack of optimization is doing to the business and know that he is in favor of upgrading. It's (and pardon my pun) like pulling teeth with him to get him to sit down with me and make a decision. Once I can get him to commit, I can move forward with you. I will say that I wasn't in favor of the two sites that were just launched locally, but do like some of the templates that I saw on your site. I will touch base with you as soon as I know we are committing to this. Believe me I'm doing all I can to move forward. Nancy"
    2016-01-28 | danny.n
    touched base again. this time via phone. lm she's not in. Sent her an email offering 1st 4 months free.
    2016-01-22 | danny.n
    sidekicked
    2016-01-21 | danny.n
    called. no pickup. unable to leave a mesage. sent email
    2016-01-14 | danny.n
    called to touch base. spoke to nancy, very nice. Stated that she hasn't gotten a chance to speak to the dr cause he's quite busy. She said we are her 1st choice cause she absolutely adores our design. Cost is everything to the dr. I told her to talk to him and let me know. I'll do what i can to accommodate him.
    Leads | 2015-12-18 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-12-21 | danny.n
    called. lm on office vm. VM stated that office is closed until tomorrow at 10am. Sent her an email letting her know i had called as well.
    2015-12-21 | danny.n
    responded over the weekend letting her know i'll be available on Monday (today) to speak.
    2015-12-21 | danny.n
    "Good morning Danny: Just took some time this morning to go through your design gallery and I really like what I see. Once you see what we are currently working with you'll understand my excitement to work with you. We are a small office that has been in business for over 25 years and are looking to increase our client base. Therefore the cost for your services will be key. With that being said I see that between the cost of the Design Type @ $1,398 (2 payments of $699) and a monthly plan @ $69/mo. at the lowest will cost us $2,226.00 to design and maintain the first year and $828.00 each year thereafter for our monthly plan. Quite honestly it is a little costly for us and wonder how we can reduce those fees based on our needs. I have not looked at our spoken to another company for our web design and would like to work with you, but I have to be able to sell this to the doctor in order for us to move forward. I do have a busy day today and will have limited phone time. I will try to reach out to you before the end of the day. In the interim if you could respond to this email that would be greatly appreciated. Thank you. Looking forward to working with you. Nancy"
    2015-12-18 | danny.n
    sent her an email with the 2016 Package option. Theme or Custom + basic hosting or 360 hosting
    Leads | 2015-12-18 | Danny | Initial Assessment


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: