Heather Swartz

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    Profile ID: 101976




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    Questions from Lead 
    Leads | 2016-03-28 | Danny | #47740 |

    “Hello Danny,

    Thank you for your well wishes.

    I had several more questions regarding Optimized360’s services:

    Is the educational library for the websites you design optometry-specific where patients could get more information about eye care?

    You mentioned the middle plan earlier and that maintenance was $78/month – what is involved in that maintenance? In addition to any required updates, do you put new content on the site? What type of SEO is provided?

    What type of patient forms are included? Would patients be able to post reviews on our site as well as link to external review sites like Google+ and Yelp? Does Optimized360 have any type of reputation builder service?

    Would our website have social share buttons in addition to social media buttons?

    Do you update our online directories?

    Also, when was Optimized360 started?

    Thank you very much for your help!

    Heather

    Heather Schwartz
    Family Eye Clinic
    509-592-3703”


    2016-05-18 | danny.n
    "Hello Danny, Thank you for your email and follow-up; I’m sorry for my delay in responding; I was out sick yesterday and am trying to catch up today. Dr. David and the clinic team have decided to go in a different direction for the website. However, we really appreciate your help and the information you’ve provided. Thanks again! Heather"
    2016-05-18 | danny.n
    SK: 11:55am.
    2016-05-17 | danny.n
    sent heather a f/u. showed her a few new opt clients in initial design phase
    2016-04-20 | danny.n
    told her i'll touch base next month via email.
    2016-04-20 | danny.n
    "Hi Danny, So far so good; hope your week is going well, too! No updates at present; he’s been really busy. But thank you for your follow-up! "
    2016-04-20 | danny.n
    Sent her a f/u email. Don't want to call and bug her
    2016-04-04 | danny.n
    told heather i will touch base in a few weeks, hopefully the dr's schedule subsides. still hot lead. heather is extremely nice so call to touch base
    2016-04-04 | danny.n
    "Hi Danny, Thank you for your follow-up call and email. Dr. David is considering his options for the website; however, he did mention he has some other things he needs to deal with first over the next few weeks. I’ll let you know if he decides to go with Optimized360. I appreciate your help, and I hope you have a great week! Heather"
    2016-04-04 | danny.n
    called. LM. sent her an email.
    2016-03-29 | danny.n
    responded letting her know that only future charge would be marketing and design change or design related work.
    2016-03-29 | danny.n
    "Good Morning, Danny, I had a wonderful Easter; I hope you did, too! Thank you very much for answering my questions; I will be presenting this information to Dr. David towards the end of the week, so I will keep you posted. Are there any other costs we should know about besides the initial payment and $78/month? Is the reputation builder a separate service? Thanks again, and hope you have a great day!"
    2016-03-28 | danny.n
    replied back to heather with a thorough response. Scheduled it to send email tomorrow morning at 8am.

    Leave a Comment:




    Phone Conference 
    Estimates | 2016-03-04 | Danny | #46294 |

    Called LM earlier in the day for Heather, returned my call. Looking for a new website, wants a site that is more custom and with ownership. May not need for self-hosting but just likes to own the site just in case. Went over the main pointers of how we compare to others. She will review the info with the doctor and get back to me next week. Very nice. Call her in a few days to touch base.

    Heather-Swartz
    2016-04-06 | danny.n
    called. Heather stated she is out the door to a meeting right now and asked if i can shoot her an email. very nice.
    2016-03-28 | danny.n
    scheduled an email to be sent out tomorrow morning at 8am.
    2016-03-28 | danny.n
    SK a few times tonight
    2016-03-10 | danny.n
    SK 7:42am
    2016-03-09 | danny.n
    She returned my call, lm for me stating that they are still interested but haven't reviewed with dr. Stated that they should get a better idea towards the end of the month and appreciative of the f/u. Also mentioned she'll be out of the office the next 2 weeks. Will touch base towards end of the month.
    2016-03-09 | danny.n
    called. LM for Heather. Sent her an email as well.
    2016-03-04 | danny.n
    SK 11:17am
    2016-03-04 | danny.n
    "Hello Danny, I enjoyed talking with you as well and appreciate you taking the time to answer my questions and send the information. Thanks again, and have a great Friday and weekend! Heather Heather Schwartz Family Eye Clinic 509-592-3703 Sent from Windows Mail"
    2016-03-04 | danny.n
    SK 10:39am

    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 | 2016-03-28 | Danny | Questions from Lead


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-05-18 | danny.n
    "Hello Danny, Thank you for your email and follow-up; I’m sorry for my delay in responding; I was out sick yesterday and am trying to catch up today. Dr. David and the clinic team have decided to go in a different direction for the website. However, we really appreciate your help and the information you’ve provided. Thanks again! Heather"
    2016-05-18 | danny.n
    SK: 11:55am.
    2016-05-17 | danny.n
    sent heather a f/u. showed her a few new opt clients in initial design phase
    2016-04-20 | danny.n
    told her i'll touch base next month via email.
    2016-04-20 | danny.n
    "Hi Danny, So far so good; hope your week is going well, too! No updates at present; he’s been really busy. But thank you for your follow-up! "
    2016-04-20 | danny.n
    Sent her a f/u email. Don't want to call and bug her
    2016-04-04 | danny.n
    told heather i will touch base in a few weeks, hopefully the dr's schedule subsides. still hot lead. heather is extremely nice so call to touch base
    2016-04-04 | danny.n
    "Hi Danny, Thank you for your follow-up call and email. Dr. David is considering his options for the website; however, he did mention he has some other things he needs to deal with first over the next few weeks. I’ll let you know if he decides to go with Optimized360. I appreciate your help, and I hope you have a great week! Heather"
    2016-04-04 | danny.n
    called. LM. sent her an email.
    2016-03-29 | danny.n
    responded letting her know that only future charge would be marketing and design change or design related work.
    2016-03-29 | danny.n
    "Good Morning, Danny, I had a wonderful Easter; I hope you did, too! Thank you very much for answering my questions; I will be presenting this information to Dr. David towards the end of the week, so I will keep you posted. Are there any other costs we should know about besides the initial payment and $78/month? Is the reputation builder a separate service? Thanks again, and hope you have a great day!"
    2016-03-28 | danny.n
    replied back to heather with a thorough response. Scheduled it to send email tomorrow morning at 8am.
    Estimates | 2016-03-04 | 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

    Ownership

    Own the Custom Design We Create

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x * 30 Day Money Back Guarantee ** Month to month (Ownership Included)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Heather-Swartz

    COMMENTS:

    2016-04-06 | danny.n
    called. Heather stated she is out the door to a meeting right now and asked if i can shoot her an email. very nice.
    2016-03-28 | danny.n
    scheduled an email to be sent out tomorrow morning at 8am.
    2016-03-28 | danny.n
    SK a few times tonight
    2016-03-10 | danny.n
    SK 7:42am
    2016-03-09 | danny.n
    She returned my call, lm for me stating that they are still interested but haven't reviewed with dr. Stated that they should get a better idea towards the end of the month and appreciative of the f/u. Also mentioned she'll be out of the office the next 2 weeks. Will touch base towards end of the month.
    2016-03-09 | danny.n
    called. LM for Heather. Sent her an email as well.
    2016-03-04 | danny.n
    SK 11:17am
    2016-03-04 | danny.n
    "Hello Danny, I enjoyed talking with you as well and appreciate you taking the time to answer my questions and send the information. Thanks again, and have a great Friday and weekend! Heather Heather Schwartz Family Eye Clinic 509-592-3703 Sent from Windows Mail"
    2016-03-04 | danny.n
    SK 10:39am