Jerrold F. Heller, DDS

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    Team


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    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 101826




    Specialty: Sub-Specialty:  Package:  Related: Accounting: Deals:

    DOMAIN INFO


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    Cancelation 
    Notes | 2016-09-27 | Alec J. | #59942 |

    this account has been canceled by client request and partially charged


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    Email: Social Intro 
    Design | 2016-07-20 | Jan S. | #55511 |

    Hello Dr. Heller,

    We would like to start your blog articles as soon as possible. You have ordered a bi-monthly blog with us in which we will need 6-12 topics from you. These topics can range from anything about your specialty or otherwise. Please send those topics as soon as possible so that our copywriters can get it started for you. After these topics are received, we will publish an article every month to your website and social media accounts.

    Thank you, and we look forward to working with you.


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    Call Client closed
    Tasks | 2016-04-05 | Marvin A. | #48334 |

    Email below with Michael Faraci. Please call back Doctor or your point of contact.

    HI Marvin. I think it is safe to assume nobody discussed the changes with you. There were some complications with the website designers at Einstein Medical, we had hired them before we hired you and your company 360. Unfortunately, Dr Heller had signed a contract with them. They are not willing to give him his money back, so we have to move forward with Einstein with the main website. I was under the impression Jan was handling this. How does this work with your company. I know Dr Heller had signed something with you too. Let me know what we have to do to cancel, if we can. It really would be helpful if the process is easy. We are sorry for any confusion caused. If you need to call me my # is 631-681-1665 or you can reach me at the office 212-674-2258. Thank You Marvin


    2016-07-20 | chandra.t
    All charges were already stopped.
    2016-07-20 | justinn
    Please stop charges for this account
    2016-04-14 | justinn
    LM for mike again
    2016-04-11 | justinn
    LM for Mike
    2016-04-08 | justinn
    Emailed Client
    2016-04-07 | belinda.t
    Please Follow up with Client.

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    Restarted Project. 
    Design | 2016-04-05 | Marvin A. | #48291 |

    Since Dr. Heller wanted to focus everything on Kidz Smile center, we put this project on hold. Kidz Smile Center is now live.

    I have reached out to Mike Faraci to start this project.


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    Please Set Up Monthly Blog Schedule closed
    Task: Social | 2016-03-03 | Justin | #46274 |

    Client has bi-monthly blogging (2 POSTS PER MONTH)


    2016-03-21 | catherine.c
    emailed requesting 6 blog topics.
    2016-03-08 | catherine.c
    adult site.

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    Reputation Shield closed
    Task: Other | 2016-02-29 | Danny | #45987 |

    Tri, here is another client that needs setup. He is in the process of getting the site developed for his practice. Please make note that he has another account that Marvin is also designing which also needs Rep Shield setup: https://360controlpanel.com/2015-cp?id=101752


    2016-05-31 | tri.l
    Ticket has been completed. Closing ticket.
    2016-03-10 | tri.l
    need constant update for his repshield- waiting on Marvin.
    2016-03-10 | justinn
    Please close tickets for all tasks that are completed
    2016-02-29 | tri.l
    Done with his rep profile

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    Client F/U 
    Design | 2016-02-18 | Marvin A. | #45417 |

    Please give me a call when you have a moment. I will be taking over the website project and would like to get up to speed on where we are at. Dr. Stahl is busy with other things and would like for me to take lead in working with you. Please contact me with all further information regarding Heller & Associates websites (Pediatric and Main office) SO where do we stand and what else do you need from us, update me. Thank you


    2016-02-18 | marvin.a
    Setup a call with Mike at 1030am today.

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    Draft Submitted 
    Concepts | 2016-02-08 | Marvin A. | #44939 |

    Hello Dr. Heller,

    Here is a concept based on the suggestions you gave us. I wasn’t sure if you really wanted to go black/white/grey as the overall color scheme. I tried to add in color when necessary to make the page pop.

    Let me know what you think and if we need to add more color, which I would suggest.

    Thanks!


    Leave a Comment:




    Website Design Draft closed
    Task: New Project | 2016-01-28 | Marvin A. | #44429 |

    Hi Sachit,

    I need two design drafts. Very important that both of these drafts have the kidzsmilecenter site referenced in it.

    I am going to email you what this client has emailed me. Please use his suggestions for the 1st draft. They said they like this layout the most (http://pacificobgynmis.com/)

    For the second draft, please try something more contemporary — much like how you did eastbaygi. Include all the features and color schemes on this draft as well if possible.


    2016-02-14 | developersachit
    I have also sent the second draft by email
    2016-02-05 | marvin.a
    Hi Sachit, For the first draft, can we have more color? Also is there a second draft? Thanks!
    2016-02-01 | developersachit
    Submitted first draft
    2016-01-29 | marvin.a
    Yes this is a new design order.
    2016-01-29 | developersachit
    I can send it to you by Tuesday
    2016-01-29 | developersachit
    This I believe is a new design order

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    LM with Receptionist. 
    Design | 2016-01-21 | Marvin A. | #44129 |

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    DR HELLER MAIN POC FOR THIS SITE 
    Design | 2016-01-21 | Marvin A. | #44127 |

    Dr. Stahl is POC for kids site. Main site is Dr. Heller.


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    Called Dr. Stahl 
    Design | 2016-01-21 | Marvin A. | #44110 |

    Asked to call back in an hour.


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    Email: Welcome! Get Started On Your Design 
    Design | 2016-01-18 | Marvin A. | #43932 |

    Hello Dr. Stahl & Mike,

    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! Justin had reminded me that we are doing two sites for you.

    If you can, fill out this Design Questionnaire in regards to your site revamp.

    *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.

    After reviewing both this questionnaire and the questionnaire on your pediatric dentistry site you have planned, I would like to setup a phone conference to go over the finer details. If you have any examples of site you like other than the ones you’ve discussed with Justin, feel free to let me know.

    I look forward to working on this design with you. 


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    Marketing Estimate 
    Estimates | 2016-01-15 | Justin | #43873 |

    Sent Marketing Estimate


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    SEO Order closed
    Task: Sales | 2016-01-15 | Justin | #43870 |

    New York Dentist (See Products [ SEO ])

    – they are in Lower East Side
    – 10002 area code

    Please talk to Danny


    2016-07-25 | chandra.t
    Project put on hold, will re-open if continued.
    2016-01-19 | chandra.t
    Waiting for live website.

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    Reputation Management closed
    Task: Social | 2016-01-15 | Justin | #43869 |

    https://www.google.com/search?q=Jerrold+F.+Heller%2C+DDS&oq=Jerrold+F.+Heller%2C+DDS&aqs=chrome..69i57j69i61l3&sourceid=chrome&es_sm=91&ie=UTF-8


    2016-12-13 | danny.n
    Ticket has been completed. Closing ticket.

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    Client Features (2016 Package) 
    Sales | 2016-01-15 | Justin | #43868 |

    Features Included:
    • Designed from Scratch
    Mobile Responsive
    • Area Exclusivity
    • Design Ownership
    • Custom Social Pages
    • Custom Blog
    • On-Site SEO
    • Patient Education Library
    • Content Management System
    • Free Updates

    Monthly Plan:

    • SEO (10 hours/month)
    • Social Media Setup
    • Bi-Monthly Blogs
    • Reputation Management
    • Adwords Management
    • Bing & Yahoo Ads Management
    • Concierge Hosting & Updates
    • Marketing Consultation
    • Custom Email Accounts
    • Online Editor
    • Visitor Reporting
    • Domain Registration
    • Online Forms
    • Advanced Control Panel
    • Appointment Alerts
    • Unlimited Pages
    • Live Support


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    New Project Note closed
    Task: New Project | 2016-01-15 | Justin | #43867 |

    ** Dr. Stahl & Mike will be point of contact **

    Needs to revamp his site

    Client has bi-monthly Blogging – please alert Catherine


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    New Order – 2016 Package closed
    Task: Accounting | 2016-01-15 | Justin | #43866 |

    Design from Scratch: $2,400
    Mobile Website: $500
    Social: $500
    360 Plan Monthly Fee: $500/m


    2016-03-16 | chandra.t
    Charged on 2/29/16.

    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: 2016-02-08
    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: 2016-02-08
    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
    2016-01-15
    2016-02-29
    Mobile
    Fluid Responsive
    2016-01-15

    Videos


    Marketing


    Reputation

    2016-01-15
    Facebook
    2016-01-15

    Google Plus
    2016-01-15

    Blog
    2016-01-15

    SEO
    2016-01-15

    Logo


    SPK

    DC

    Email
    2016-01-15

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2016-01-15 | Justin | Marketing Estimate Sent

    Adwords Campaign - Adult


    Initial: Payments of
    Monthly: $2,500/m


    x Google Ad 1st Page Placement - Bing & Yahoo Ads Included - Location: New York, NY 10002 & Near By Cities Targeted - Keywords TBD

    Adwords Campaign - Kids

    Regular Price:

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

    Google Ad 1st Page Placement - Bing & Yahoo Ads Included - Location: New York, NY 10002 & Near By Cities Targeted - Keywords TBD

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: