hkysmiledesigners@gmail.com
  • NOTES
  • SALES

The Smile Designers Team

Reports | Client List | Lookbook | FAQ | Pricing

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 101972




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

    DOMAIN INFO

    MX WHOIS IP

    LATEST NOTES



    Add a Note
    CATEGORY:



    Add a Task
    CATEGORY:




    Add a Ticket
    CATEGORY:





    Start Cancellation







    Introduction Package 
    Notes | 2016-03-04 | Tri L | #46363 |

    Sent.

    Leave a Comment:

    Phone Conference 
    Estimates | 2016-03-02 | Danny | #46130 |

    Called Jeroen within 5 mins of submission. Site is currently down for the past 3 months because previous company disappeared. not sure if they can get back domain but it doesn’t matter witih SEO because its been too long anyways. I told them we can get a site temp up in the meantime within a few days while we work on the main site. Went over our packages, likes our Gold . Did see our portfolio and liked our work. He seems to know a lot about marketing and agrees Adwords the way to go and that he understood all my points on the coverage and benefits. Asked to send info so he can discuss with dr. hot lead and very nice. call him on Friday to possibly finalize.

    Jeroen
    2016-04-04 | danny.n
    "Hey Danny, Yes it is correct that the dentists decided to go with another company. After they reviewed various contracts, agreements, terms and conditions, and services provided, they did determine that it would be best to go with one of the multiple other prospects that I had collected information on. We appreciate the time you took to introduce us to Optimized360, and will certainly keep your company in mind should we find a need for another website/online marketing provider in the future. Thanks, Jeroen"
    2016-04-01 | danny.n
    SK: 11:28am
    2016-04-01 | danny.n
    told jeroen that if its not too late, we will beat any proposal by at least 10%.
    2016-04-01 | danny.n
    called. spoke to front. She stated she thinks Jereon went with another company but will let him know i had called. Sent him an email.
    2016-03-24 | danny.n
    SK 11:10am.
    2016-03-24 | danny.n
    touched base with Jereon via email to see if dr reviewed. assured him to have dr start design process that is risk-free.
    2016-03-21 | danny.n
    called to touch base. Dr is still looking over the proposal.
    2016-03-21 | danny.n
    SK 7:44am
    2016-03-18 | danny.n
    touch base via email. told him i'll call him early next week if i don't hear back.
    2016-03-15 | danny.n
    called. Jereon is in with the dr and a patient. LM.
    2016-03-10 | danny.n
    spoke to Jereon, dr just got a chance to review it today along with other companies. We are at the top of the list. Told him i'll touch base with him early next week. Very nice. call again on Tues.
    2016-03-09 | danny.n
    Called. Jereon was with a patient. LM with front. Will call me back as soon as he's done.
    2016-03-08 | danny.n
    Jeroen called me back. LM for me. Called him back but he was on another line. Playing phone tags.
    2016-03-08 | danny.n
    called spoke to front. Placed me on hold for a minute. Stated that Jeroen is finishing up with a patient and will call me back. Gave her my #.
    2016-03-07 | danny.n
    SK 2:46pm
    2016-03-07 | danny.n
    SK 1:15pm
    2016-03-04 | danny.n
    Called. Spoke to Jeroen. Didn't get a chance to review with the drs because they won't be in until next monday. Told him i'll touch base with him then. Very nice. hot lead.
    2016-03-02 | danny.n
    sidekicked 12:59pm
    2016-03-02 | danny.n
    sidekicked 12:17pm.
    2016-03-02 | danny.n
    "Danny, This is just the requested response to let you know that we got your email. Thank you! Thanks, Dr. Yang DDS, Dr. Fung DDS and the Smile Designers Team Address: 12979 Scarsdale Blvd., Houston, TX 77089 Phone: 2814814777 Fax: 2814812468"

    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 | 2016-03-02 | Danny | Phone Conference Sent

    Gold

    Initial: 2 Payments of $1,749*
    Monthly: $99

    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

    Educational Videos

    High-Quality Patient Dental Videos

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x * 30-day Money Back Guarantee. Guaranteed Competitive Rate (match & beat by 10%)

    Google Adwords (PPC)

    Regular Price:

    Initial: Payments of $0 setup
    Monthly: $1,000/m - ($33/day budget)

     * Month to month contract. Coverage within 5 miles, if budget allows, we will try to go further out but will focus on the immediate area.

    Regular Price:

    Initial: Payments of
    Monthly:

    Jeroen

    COMMENTS:

    2016-04-04 | danny.n
    "Hey Danny, Yes it is correct that the dentists decided to go with another company. After they reviewed various contracts, agreements, terms and conditions, and services provided, they did determine that it would be best to go with one of the multiple other prospects that I had collected information on. We appreciate the time you took to introduce us to Optimized360, and will certainly keep your company in mind should we find a need for another website/online marketing provider in the future. Thanks, Jeroen"
    2016-04-01 | danny.n
    SK: 11:28am
    2016-04-01 | danny.n
    told jeroen that if its not too late, we will beat any proposal by at least 10%.
    2016-04-01 | danny.n
    called. spoke to front. She stated she thinks Jereon went with another company but will let him know i had called. Sent him an email.
    2016-03-24 | danny.n
    SK 11:10am.
    2016-03-24 | danny.n
    touched base with Jereon via email to see if dr reviewed. assured him to have dr start design process that is risk-free.
    2016-03-21 | danny.n
    called to touch base. Dr is still looking over the proposal.
    2016-03-21 | danny.n
    SK 7:44am
    2016-03-18 | danny.n
    touch base via email. told him i'll call him early next week if i don't hear back.
    2016-03-15 | danny.n
    called. Jereon is in with the dr and a patient. LM.
    2016-03-10 | danny.n
    spoke to Jereon, dr just got a chance to review it today along with other companies. We are at the top of the list. Told him i'll touch base with him early next week. Very nice. call again on Tues.
    2016-03-09 | danny.n
    Called. Jereon was with a patient. LM with front. Will call me back as soon as he's done.
    2016-03-08 | danny.n
    Jeroen called me back. LM for me. Called him back but he was on another line. Playing phone tags.
    2016-03-08 | danny.n
    called spoke to front. Placed me on hold for a minute. Stated that Jeroen is finishing up with a patient and will call me back. Gave her my #.
    2016-03-07 | danny.n
    SK 2:46pm
    2016-03-07 | danny.n
    SK 1:15pm
    2016-03-04 | danny.n
    Called. Spoke to Jeroen. Didn't get a chance to review with the drs because they won't be in until next monday. Told him i'll touch base with him then. Very nice. hot lead.
    2016-03-02 | danny.n
    sidekicked 12:59pm
    2016-03-02 | danny.n
    sidekicked 12:17pm.
    2016-03-02 | danny.n
    "Danny, This is just the requested response to let you know that we got your email. Thank you! Thanks, Dr. Yang DDS, Dr. Fung DDS and the Smile Designers Team Address: 12979 Scarsdale Blvd., Houston, TX 77089 Phone: 2814814777 Fax: 2814812468"