• Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 101982




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

    DOMAIN INFO


    LATEST NOTES



    Add a Note
    CATEGORY:



    Add a Task
    CATEGORY:




    Add a Ticket
    CATEGORY:





    Start Cancellation







    Revised Proposal 
    Estimates | 2016-03-11 | Danny | #46750 |

    Called to touch base with Arun. Very nice. Stated that he did speak to his wife and it was out of their budget because its a new practice and the debt is approaching half a million. I told him i completely understand cause we work many new startups. Told him there is no point in delaying it cause there was a lot of beneficial value to getting it done soon then to hold off. Told him i can help break it up into 6 payments for him. Asked for me to speak to the supervisor for a further discount which i told him i was in charge and can authorize it. Told him i can waive the 1st 6 months if he gets it done by next week. He was very much interested and will talk to his wife. asked to send updated proposal. hot lead.

    Arun-Updated-Proposal
    2016-04-11 | danny.n
    called to f/u. Arun was extremely nice. Stated that his wife decided to simply go with the OMS software company that is engaged with PBHS' truform. He appreciated my time and loved us but at this point, they are stuck with those 2 companies. He stated that he has colleagues that he will definitely refer to us that needs website but not the software that will not tie them to any companies.
    2016-04-05 | danny.n
    SK: 11:03am
    2016-04-05 | danny.n
    called. LM. Also sent him an email to touch base and if he got my prev email regarding the new client who switched over to us from dentrix.
    2016-03-24 | danny.n
    SK: 10:57am
    2016-03-24 | danny.n
    sent him a new client that recently switched over to us from dentrix because they were not happy with the web service.
    2016-03-24 | danny.n
    Spoke to Arun, he is not going with PBHS anymore cause he felt pressured in having to go with WINOMS. Didn't like their approach. Now they are back to square one looking at possibly going with dentrix. At this point, he was concern about hosting because hosting with dentrix is included. I told him it is not the same because they are template and the hosting cost is hidden within their package. Secondly, we had a lot of clients who have had to swtiched over to us because of the level of service/support for this. I told him i'll send him over some comparison bt us and dentrix when it comes to web and also some clients he can contact that had switched over to us.
    2016-03-17 | danny.n
    F/U with Arun. Very nice. big issue here is his WIN-OMS software only allows "Tru-Form" which is through PBHS. I concluded that these 2 companies are working together exclusively. Oral Surgeons interested in Website, PBHS requires WIN-OMS software and vice versa. PBHS charges $2,000 + $15 in addtion to website cost for the "Truform" and WIN-OMS as well $4,000 for software. If client goes with WIN-OMS but uses other forms, WinOMS charges $4,000 for their software instead of $2,000 so its discounted if uses PBHS website. Arun really wants to work with us and the only prevention here is the TRU-Form. I brought to his attention what a lot of our clients do as an alternative is have the forms made available because the main thing here is for patients to feel they can minimize their wait time. And secondly how long does it take for yoru staff to enter it manually unless you're getting 20 new patients a day. At this point, does the $2,000 extra + $15/m justify this function. will see after discussing with his wife tonight. He is very nice and i know i built a relationship with him in regards to this.
    2016-03-16 | danny.n
    SK: 10:33am
    2016-03-15 | danny.n
    SK: 10:45am
    2016-03-15 | danny.n
    gave him a response how PPC/SEO is marketing which is not in our web packages. Gave him pointers on how others hide the marketing fees in the web to make up cost and how marketing should be separated from web bc the fees varies from city to city and specialty to specialty
    2016-03-15 | danny.n
    "Danny, quick question. Are you able to integrate win-oms into the website, and if so is it included in the quote you sent me earlier? Apart from the $80/month are there any other fees (marketing, search engine optimization, etc.) Regards"
    2016-03-14 | danny.n
    SK: 1:58pm
    2016-03-14 | danny.n
    Sent him an email to see if he spoke to his wife with my plan. hot lead. will call tom.
    2016-03-11 | danny.n
    SK: 12:18pm

    Leave a Comment:




    Phone Conference 
    Estimates | 2016-03-09 | Danny | #46588 |

    Called, spoke to Arun. He was driving and does remember Optimized360. Did take a look at our portfolio and our work. He is inquiring for his wife who is the oral surgeon. He wanted to know pricing, which I had gone over. Interested in the Gold Package. Gave him pointers on how we stand out from the rest along with our streamlined design process. Office won’t be opened until another 3 months but told him we can get it done within 4-6 weeks prior to grand opening. He wants to send info over so he can review with his wife.

    Arun-1 Arun
    2016-03-09 | danny.n
    SK 12:31pm
    2016-03-09 | danny.n
    told him i'll touch base on Friday
    2016-03-09 | danny.n
    "Thank you. recieved"

    Leave a Comment:




    Initial Contact 
    Leads | 2016-03-07 | Danny | #46393 |

    Called. LM.

    Didn’t find anything online with the ph or name


    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 | 2016-03-11 | Danny | Revised Proposal Sent

    Gold


    Initial: 6 Payments of $499
    Monthly: $78*


    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

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x * 1st 6 monthly fees waived (authorized by Danny)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Arun-Updated-Proposal

    COMMENTS:

    2016-04-11 | danny.n
    called to f/u. Arun was extremely nice. Stated that his wife decided to simply go with the OMS software company that is engaged with PBHS' truform. He appreciated my time and loved us but at this point, they are stuck with those 2 companies. He stated that he has colleagues that he will definitely refer to us that needs website but not the software that will not tie them to any companies.
    2016-04-05 | danny.n
    SK: 11:03am
    2016-04-05 | danny.n
    called. LM. Also sent him an email to touch base and if he got my prev email regarding the new client who switched over to us from dentrix.
    2016-03-24 | danny.n
    SK: 10:57am
    2016-03-24 | danny.n
    sent him a new client that recently switched over to us from dentrix because they were not happy with the web service.
    2016-03-24 | danny.n
    Spoke to Arun, he is not going with PBHS anymore cause he felt pressured in having to go with WINOMS. Didn't like their approach. Now they are back to square one looking at possibly going with dentrix. At this point, he was concern about hosting because hosting with dentrix is included. I told him it is not the same because they are template and the hosting cost is hidden within their package. Secondly, we had a lot of clients who have had to swtiched over to us because of the level of service/support for this. I told him i'll send him over some comparison bt us and dentrix when it comes to web and also some clients he can contact that had switched over to us.
    2016-03-17 | danny.n
    F/U with Arun. Very nice. big issue here is his WIN-OMS software only allows "Tru-Form" which is through PBHS. I concluded that these 2 companies are working together exclusively. Oral Surgeons interested in Website, PBHS requires WIN-OMS software and vice versa. PBHS charges $2,000 + $15 in addtion to website cost for the "Truform" and WIN-OMS as well $4,000 for software. If client goes with WIN-OMS but uses other forms, WinOMS charges $4,000 for their software instead of $2,000 so its discounted if uses PBHS website. Arun really wants to work with us and the only prevention here is the TRU-Form. I brought to his attention what a lot of our clients do as an alternative is have the forms made available because the main thing here is for patients to feel they can minimize their wait time. And secondly how long does it take for yoru staff to enter it manually unless you're getting 20 new patients a day. At this point, does the $2,000 extra + $15/m justify this function. will see after discussing with his wife tonight. He is very nice and i know i built a relationship with him in regards to this.
    2016-03-16 | danny.n
    SK: 10:33am
    2016-03-15 | danny.n
    SK: 10:45am
    2016-03-15 | danny.n
    gave him a response how PPC/SEO is marketing which is not in our web packages. Gave him pointers on how others hide the marketing fees in the web to make up cost and how marketing should be separated from web bc the fees varies from city to city and specialty to specialty
    2016-03-15 | danny.n
    "Danny, quick question. Are you able to integrate win-oms into the website, and if so is it included in the quote you sent me earlier? Apart from the $80/month are there any other fees (marketing, search engine optimization, etc.) Regards"
    2016-03-14 | danny.n
    SK: 1:58pm
    2016-03-14 | danny.n
    Sent him an email to see if he spoke to his wife with my plan. hot lead. will call tom.
    2016-03-11 | danny.n
    SK: 12:18pm
    Estimates | 2016-03-09 | 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

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Library

    Get Access to Hundreds of Articles

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x * 30-Day Money Back Guarantee ** Feb Promo Extended: 4 months waived

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Arun-1 Arun

    COMMENTS:

    2016-03-09 | danny.n
    SK 12:31pm
    2016-03-09 | danny.n
    told him i'll touch base on Friday
    2016-03-09 | danny.n
    "Thank you. recieved"
    Leads | 2016-03-07 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: