doctorsmileoc@gmail.com
  • NOTES
  • TEMPLATE
  • REPUTATION MGMT.
  • SALES

Teddy Bear Dental

Reports | Client List | Lookbook | FAQ | Pricing

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 102091




    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







    Cancel BRC closed
    Task: Social | 2017-08-28 | Chandra | #83137 |

    Dr. Kim called, only wanted six-month trial, please archive.

    2017-09-01 | jan.s
    The business review central profile for Teddy Bear Dental was archived, closing task.
    2017-09-01 | jan.s
    Testimonial page was created but unable to access BRC to remove the BRC profile, currently waiting for access.
    2017-08-28 | chandra.t
    Stopped BRC charges and voided invoice $100 as it was to start today.

    Leave a Comment:

    Past Due 
    Accounting | 2017-07-24 | Chandra | #80219 |

    Email past due $78 for web.

    2017-08-28 | chandra.t
    Doctor updated CC via phone (Visa ending in 0992), paid past due.
    2017-08-28 | chandra.t
    LM with Anne.
    2017-08-21 | chandra.t
    LM with Anne.

    Leave a Comment:

    change FB icon to blue closed
    Task: Website | 2017-04-26 | Catherine C. | #74422 |

    icon changed to blue. emailed Chris to confirm.

    Leave a Comment:

    phone call edits – remove content closed
    Ticket: Website | 2017-03-14 | Catherine C. | #71397 |

    1. Remove Orthodontics under Services Menu

    2. Remove Orthodontics in footer

    3. Our practices – remove staff photo next to High Standards section

    2017-03-14 | catherine.c
    completed & emailed Chris.

    Leave a Comment:

    Please Set Up BRC closed
    Task: Social | 2017-02-28 | Justin | #70490 |

    Send credentials & link to site

    2017-03-16 | jan.s
    The Business Review Central page for Teddy Bear Dental passed review. Followed up via email to provide credentials and forwarded it to Chris as well, closing task.
    2017-03-14 | justinn
    teddybeardental2016@gmail.com - please send login to Chris
    2017-03-13 | jan.s
    The Business Review Central profile for Teddy Bear Dental was submitted for review, currently waiting for results.
    2017-03-10 | jan.s
    I will need additional 2-3 business days to complete this due to high volume tasks for BRCs.
    2017-03-08 | alec.j
    Jan, any update about this setup?

    Leave a Comment:

    New Order – Reputation Management Promotion closed
    Task: Accounting | 2017-02-28 | Justin | #70489 |

    Rep Management: $100/m
    **6 Months Waived – Recurring starts 8/28/17

    2017-02-28 | chandra.t
    Set to charge 8/28/17.

    Leave a Comment:

    Missed Call closed
    Task: Sales | 2017-02-14 | Chandra | #69420 |

    Please call Chris regarding information on the Valentines reputation promo. 714-994-7630.

    2017-02-28 | justinn
    LM
    2017-02-14 | justinn
    Spoke with Chris - explained to him how it works - addressed to him theres no catch - we want to be aggressive to show our clients how effective this product is - showed him irvine endodontics reviews - he said he wants to talk to the doctor first and get back to me - told him to call me or email danny to start
    2017-02-14 | justinn
    Emailed F/U
    2017-02-14 | justinn
    Called - LM

    Leave a Comment:

    more phone call edits closed
    Ticket: Website | 2017-02-13 | Catherine C. | #69319 |

    1. remove Orthodontics in footer featured services section.

    2. Fix jotform on the right sidebar – it’s getting cut off.

    3. Chris is still experiencing slow load time for logos.

    Please confirm with Chris when edits are completed.

    2017-02-15 | jan.s
    This was completed and followed up via email to provide an update, closing task.
    2017-02-14 | chandra.t
    Chris called with additional edits. Would like to change the color of the yellow headings (maybe a bit darker so is it easier to read). Change social icons to their original colors (i.e Facebook - blue, Yelp - red, etc.). Please contact when completed.

    Leave a Comment:

    phone call edits closed
    Ticket: Website | 2017-02-07 | Catherine C. | #68975 |

    1. Change headers like “Welcome” to same color as Contact Us Today in to right corner.
    2. Change the social icons to original colors
    3. Optimize images – logo is not loading fast enough. Slider photos load faster than logo.

    2017-02-08 | jan.s
    Revisions have been completed, closing task.

    Leave a Comment:

    Via Phone closed
    Task: Website | 2017-02-07 | Chandra | #68951 |

    Please call Chris regarding edits 415-994-7630, some were a bit technical and I wasn’t sure if possible.

    2017-02-07 | catherine.c
    called Chris. See new ticket.

    Leave a Comment:

    phone call edits closed
    Ticket: Website | 2017-01-31 | Catherine C. | #68374 |

    1. Remove Twitter, add yelp – link to relevant social sites

    2. Remove all references to San Juan Capistrano location.

    3. Sidebar – display only search and Recent posts

    4. Add Office Hours to bottom of homepage:
    Office Hours
    Monday: Closed
    Tuesday – Friday: 9 AM – 5 PM
    Saturday: 8 AM – 1 PM

    5. Homepage – Box on top of slider – remove SJC text

    2017-01-31 | catherine.c
    Ticket has been completed. Closing ticket.
    2017-01-31 | catherine.c
    Emailed Chris completed.

    Leave a Comment:

    Please Call – Revision Request closed
    Ticket: Website | 2017-01-25 | Danny | #68013 |

    Chris asked to call so he can go over some revisions. I had told him to send a ticket but he prefers to convey the changes over the phone cause its “complicated” to explain.

    Please call at 415-994-7630

    2017-01-31 | catherine.c
    called Chris. revisions in new ticket.
    2017-01-26 | catherine.c
    Chris would like to go over edits Tuesday, 1/31 anytime between 10-3 - same time zone.

    Leave a Comment:

    Inner Page/Slider Image (New Charge) closed
    Task: Accounting | 2016-10-07 | Danny | #60743 |

    Image Change: $100 (1-time)

    2016-10-07 | chandra.t
    Charged.

    Leave a Comment:

    Image Selection, Slider & Inner Pages closed
    Task: Website | 2016-10-07 | Danny | #60742 |

    Jan, please send Dr. Kim an email and cc me.

    We will be charging him for changing out the home page slider images (up to 5) and 1 inner page image.

    Can you send him images we have for Pediatric Kids so he and his staff can choose from. I’ve also instructed him to specify the order of the images once he selects them.

    2016-10-21 | jan.s
    Logo and photos have officially updated, closing task.
    2016-10-20 | jan.s
    Client folder for photos have been updated and cleared cache, currently waiting for website to update.
    2016-10-20 | jan.s
    Practice logo was updated according to request.
    2016-10-19 | jan.s
    Received the four additional images from Dr. Kim via email, please update the images.
    2016-10-18 | jan.s
    Dr. Kim called for clarification: Place main image of JCPD as one of the slider images, LaPuente for the inner, and update the logo according to ticket #59667. He will pick out four additional images from ShutterStock by tomorrow.
    2016-10-13 | jan.s
    Followed up via email with a new set of images, currently waiting for response.
    2016-10-12 | jan.s
    Followed up via email, currently waiting for response.
    2016-10-10 | jan.s
    I followed up via email, currently waiting for response.
    2016-10-07 | jan.s
    I have emailed him suggestions for photos to use via email and cc'd you, currently waiting for response.

    Leave a Comment:

    CC Update 
    Accounting | 2016-09-22 | Chandra | #59725 |

    Doctor updated CC via email (Visa ending in 4750).

    Leave a Comment:

    add logos & images closed
    Ticket: Website | 2016-09-21 | Catherine C. | #59667 |

    1. Use all 3 logos on homepage. screen capture attached.

    2. For jersey city screen attached, please use the two photos for all 6 inner pages. Alternate the photos.

    3. La Puente screen – use this photo as another homepage slider photo.

    2016-10-07 | jan.s
    I was prompted to close this ticket, closing ticket.
    2016-10-07 | danny.n
    jan, go ahead and close this ticket. I will instruct you on what to do instead. I had a convo with Dr. this morning. Dr will be choosing 5-6 photos for the slider to replace all. Also choose 1 image to replace the inner pages. I'll create a separate task for this. TY
    2016-10-06 | jan.s
    Any updates?
    2016-10-03 | danny.n
    Jan, I've contacted dr. Emailed him and cc'd you in the email. Waiting on Drs response with the quote I had given him.
    2016-09-30 | jan.s
    Client has already used his one photo change request a while back, please advise
    2016-09-23 | catherine.c
    For #1 - all 3 logos should look like the attached homepage screen.
    #2 & #3 - use the stock photos from these sites.

    Leave a Comment:

    logos & photos closed
    Ticket: Website | 2016-09-20 | Catherine C. | #59566 |

    Please put all three logos as you’ve shown us before.

    And Danny and we have discussed about stock photos to change on website pages. It appears those photos are not changed yet. Could you please change them?

    2016-09-21 | catherine.c
    see new ticket. closing.
    2016-09-20 | catherine.c
    Hi Dr. Kim,
    As for your three logos, I have the screen capture attached again with this email. Please let us know which one you would like to use.
    Please send me the stock photos you would like to use on the website. After reviewing your account, I believe we didn't receive them.

    Leave a Comment:

    add languages to translator closed
    Ticket: Website | 2016-09-02 | Catherine C. | #58514 |

    generate new code to include:
    Would that be possible to have Korean, Japanese, and Chinese available in that, by all means?

    2016-09-02 | catherine.c
    Ticket has been completed. Closing ticket.

    Leave a Comment:

    Google Translator & Image for Header closed
    Task: Website | 2016-08-22 | Danny | #57612 |

    Catherine, can you please talk to me when you get this. Thank you! Danny

    2016-08-29 | catherine.c
    completed & emailed Dr. Kim.
    2016-08-22 | catherine.c
    add translator to homepage by title. Ask doctor about logos.

    Leave a Comment:

    Logo & Translation Plugin closed
    Ticket: Website | 2016-07-28 | Danny | #55994 |

    Dr had previously sent over 3 different logos for his site. He wants to put all 3 side by side at the top. I told him we’ll send him a screenshot of how it would look before we place. Please ask me for the email with the logo and i’ll fwd to you.

    Also, client wants to add a google translator on there for english/spanish. Please check with me.

    Danny

    2016-08-04 | catherine.c
    Notified dr. wouldn't be able to add translator since it's a template site.
    2016-08-03 | catherine.c
    Emailed Dr. Kim 3 logos on homepage screen capture.

    Leave a Comment:

    Edit: Font Color Adjustment closed
    Task: Website | 2016-07-01 | Danny | #54350 |

    Jan, can you talk to me regarding this when you adjust. I’ll explain. Thx.

    2016-07-01 | jan.s
    I have changed the secondary color to orange to match his logo, closing task.

    Leave a Comment:

    Edit Per Client’s Request closed
    Task: Other | 2016-07-01 | Danny | #54349 |

    “Contact Us By Phone
    (949) 786-1383

    24 hour emergency answering service for ESTABLISHED patients:
    *Please send a text-message to this phone number and you will receive a call back usually within 2 hours (949)610-5253 *

    NOTE: The 24 hour emergency service is available to existing patients only. Please use this service for medical emergencies ONLY – lost fillings and slight tooth discoloration do not constitute a medical emergency. If you do not receive a call back after leaving a message within 3 hours please proceed directly to the emergency room.

    1. please insert above under Contact.

    2. please make our forms digital forms (if possible) where users can fill out the forms online and print them out

    3. please change “Quick Contact” to “Schedule a Visit” and its “comment” to “requested appointment time” & “requested appointment date” boxes.

    4. please delete staff photos for now

    5. under Contact US (one of six buttons in the top row), patient forms (incorrect) needs to be replaced with contents (correct) inside Irvine-Contact us button (left of the Irvine phone number) at the very top of the page.

    Will forward inputs from team members a few more times.

    will also forward our old website snapshots to pick a color or two to change the color in some areas.

    thanks.”

    2016-07-06 | jan.s
    The requested edits have been implemented, closing task.

    Leave a Comment:

    Add Logo closed
    Ticket: Website | 2016-07-01 | Danny | #54307 |

    dr emailed me a few versions of his logo. Please ask me to fwd when you receive cause file was too big to add to this ticket.

    2016-07-01 | jan.s
    I have placed the logo onto the website, closing task.

    Leave a Comment:

    Email: Your Website is Live 
    Design | 2016-06-28 | Jan S. | #54091 |

    Hello Dr. Kim,

    Congratulations! Your website is live and accessible to the public.

    Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form.

    URL: http://teddybeardental.com

    If you would like to make any changes to your website, you can do so by logging into Control Panel and clicking on “Edit Your Website.” You may add/remove/edit/upload any pages that you may wish. The online editor is available to you 24/7 and we welcome any questions regarding how to use it.

    Thank you and let me know if you have any questions!

    Jan
    jan.s@optimized360.com

    Leave a Comment:

    301s 
    Design | 2016-06-28 | Jan S. | #54085 |

    Home


    http://teddybeardental.com/our-practice/
    http://teddybeardental.com/meet-the-doctors/
    http://teddybeardental.com/meet-the-doctors/meet-the-team/
    http://teddybeardental.com/procedures/
    http://teddybeardental.com/procedures/pediatric-dentistry/
    http://teddybeardental.com/procedures/pediatric-dentistry/baby-bottle-tooth-decay/
    http://teddybeardental.com/procedures/pediatric-dentistry/care-for-your-child%E2%80%99s-teeth/

    Dental Emergencies


    http://teddybeardental.com/procedures/pediatric-dentistry/dental-radiographs-x-rays/
    http://teddybeardental.com/procedures/pediatric-dentistry/does-your-child-grind-his-or-her-teeth-at-night/
    http://teddybeardental.com/procedures/pediatric-dentistry/early-orthodontic-treatment/
    http://teddybeardental.com/procedures/pediatric-dentistry/eruption-of-your-child%E2%80%99s-teeth/
    http://teddybeardental.com/procedures/pediatric-dentistry/first-visit/
    http://teddybeardental.com/procedures/pediatric-dentistry/fluoride/
    http://teddybeardental.com/procedures/pediatric-dentistry/good-diet/
    http://teddybeardental.com/procedures/pediatric-dentistry/how-often-should-children-have-dental-checkups/
    http://teddybeardental.com/procedures/pediatric-dentistry/how-to-prevent-cavities/
    http://teddybeardental.com/procedures/pediatric-dentistry/mouth-guards/
    http://teddybeardental.com/procedures/pediatric-dentistry/pacifiers-and-thumb-sucking/
    http://teddybeardental.com/procedures/pediatric-dentistry/pediatric-dental-appliances/
    http://teddybeardental.com/procedures/pediatric-dentistry/perinatal-and-infant-oral-health/
    http://teddybeardental.com/procedures/pediatric-dentistry/sealing-out-tooth-decay/
    http://teddybeardental.com/procedures/pediatric-dentistry/sedation-dentistry-for-children/
    http://teddybeardental.com/procedures/pediatric-dentistry/sippy-cups/
    http://teddybeardental.com/procedures/pediatric-dentistry/tobacco-use/
    http://teddybeardental.com/procedures/pediatric-dentistry/tongue-piercing/
    http://teddybeardental.com/procedures/pediatric-dentistry/what-is-pulp-therapy/
    http://teddybeardental.com/procedures/pediatric-dentistry/what%E2%80%99s-the-best-toothpaste-for-my-child/
    http://teddybeardental.com/procedures/pediatric-dentistry/when-should-children-have-their-first-dental-visit/
    http://teddybeardental.com/procedures/pediatric-dentistry/when-will-my-baby-start-getting-teeth/
    http://teddybeardental.com/procedures/pediatric-dentistry/why-are-primary-teeth-important/
    http://teddybeardental.com/procedures/pediatric-dentistry/why-see-a-pediatric-dentist/
    http://teddybeardental.com/procedures/pediatric-dentistry/xylitol-%E2%80%93-reducing-cavities/
    http://teddybeardental.com/child_s-1st-visit/
    http://teddybeardental.com/child_s-1st-visit/0-24-months/
    http://teddybeardental.com/child_s-1st-visit/2-6-years/
    http://teddybeardental.com/child_s-1st-visit/6-12-years/
    http://teddybeardental.com/dental-first-aid/
    http://teddybeardental.com/dental-videos/
    http://teddybeardental.com/patient-information/
    http://teddybeardental.com/patient-information/patient-forms/
    http://c3-prosites.com/242138/wy/docs/tbd_health_history_form%20(2).pdf
    http://c3-prosites.com/242138/wy/docs/tbd_consent_form%20(1).pdf
    http://c3-prosites.com/242138/wy/docs/tbd_form.pdf
    http://teddybeardental.com/patient-information/financial-options/
    http://teddybeardental.com/patient-information/faqs/
    http://teddybeardental.com/patient-information/links/
    http://teddybeardental.com/appointment-request/

    Contact

    Leave a Comment:

    SiteSucker & 301s closed
    Task: Website | 2016-06-28 | Jan S. | #54084 |

    Use SiteSucker and create sitemap for 301s.

    2016-06-28 | jan.s
    Unable to use SiteSucker, unable to create sitemap, manually copied URLs for 301s and provided them as a new note, uploaded the folder to the website folder in s3, closing task.

    Leave a Comment:

    Web Edits closed
    Task: Website | 2016-06-27 | Jan S. | #54046 |

    Update location so that it only uses one location (Irvine).
    Replace image of elder and young man in suit with children.
    Go live after.

    2016-06-28 | jan.s
    Website is officially live, closing task.
    2016-06-28 | jan.s
    Proceed with going live.
    2016-06-28 | jan.s
    Updated the primary location to Irvine, replaced image 2 & 5, removed orthodontics from logo subtext.

    Leave a Comment:

    Walkthrough Phone Call closed
    Task: Other | 2016-06-23 | Jan S. | #53831 |

    Call Dr. Kim today to provide a brief walkthrough of his website.

    2016-06-27 | jan.s
    Was told that the website was already sent to him, if Dr. Kim needs further assistance, he will call, closing task.
    2016-06-23 | jan.s
    Called earlier today, Dr. Kim was busy with other patients, he will call back when available, currently waiting for response.

    Leave a Comment:

    GoDaddy Login Credentials 
    Notes | 2016-06-14 | Danny | #53138 |

    “Sorry for late reply. Between patients.

    Godaddy u: 3015766
    Pw: superman
    Pin:1111

    Chose Sarah design over john

    Thanks and please feel free to send us questions or ideas
    Dr.Kim”

    2016-06-28 | jan.s
    Quick Note: They have two additional A record for review.teddybeardental.com and preview.teddybeardental.com. I did not changed the A record for these two.
    2016-06-16 | belinda.t
    Requested Prosites login to get XML of pages.

    Leave a Comment:

    Website Design (New Design Project) closed
    Task: New Project | 2016-06-14 | Danny | #53116 |

    301s

    – Dr. Kim (heavy accent, difficult to understand but very nice)
    – he is a pediatric dentist
    – had signed up with Prosite, bad experience, wants to cancel asap with them so wants to get new site up/running fast.
    – dr is deciding between either SARAH or JOHN template. will need to revise image on the design so it is kids focus also content-wise.
    – dr has 2 locations
    – please do all 301 redirect
    – request to have google translator plugin

    – He owns his domain through GoDaddy – Is aware to provide temp access to go live when it is ready

    – please download all the patient forms on the site to carry over
    – download all images and personalized content to transfer over as well

    301s
    2016-06-23 | belinda.t
    Website reviewed and completed. Need 301s.
    2016-06-17 | danny.n
    Joseph, he does ORTHO and KIDS Dentistry so please use both educational library. Thanks.
    2016-06-16 | danny.n
    dr wants to transfer al personalized info from current site over to the template. Want to cancel with Prosite as sooon as possible cause he is very frustrated with them. Once site is ready for review and dr approves, we'll launch it and give dr the ok to cancel with prosites.
    2016-06-16 | danny.n

    2016-06-14 | danny.n
    dr chose to go with Sarah design: http://sarah.360sites.net/ - please let me review the completed site before client sees it. Thank you.

    Leave a Comment:

    Website Design (New Order) closed
    Task: Accounting | 2016-06-14 | Danny | #53112 |

    Website (Silver): $2,000 + $78/m

    2016-06-16 | chandra.t
    Charged.
    2016-06-16 | danny.n
    Dr. called, gave cc over the ph: mastercard ending in -3274 exp 1/18

    Leave a Comment:

    Lead Response 
    Leads | 2016-06-01 | Danny | #52310 |

    “Hi Danny,

    We have a few questions

    If we disconnect w Prosites, do you put on our mobile and desktop site a temporary one like Prosite’s we have at this point, while our website is in the process of getting designed?

    Our team wants to know the list of choices you have, if you do.

    And we also want to confirm monthly service charge we would be responsible for, other than the website designing cost.

    What would be monthly cost and web designing cost?

    How much time typical designing take?

    Thanks and look forward to hearing you.
    Dr. Kim
    “

    2016-06-14 | danny.n
    called spoke to dr kim. was driving to the office. wants to get started. he owns his domain name through godaddy. Told dr I will need at least 5 business days to get the site up before he cna cancel with Prosites which he wants to cancel asap cause they are charging him. Dr will call me back to finalize on either John or Sarah template. Will recommend going with John cause its open and more accommodating since he has 2 locations.
    2016-06-12 | danny.n
    "A few questions: Could you please start temporary site soon so we could resolve with Prosite that there has been possibly a bit too many lack of features they promised. Please let us know the date it maybe ready, so transition would be possibly smooth. Our team like Sarah and john design on basic premium. Any chance we could pay in three payments? otherwise it's ok we will try paying in two. And we understand it is 30 days try for free if we feel otherwise. right? Thanks and look forward to hearing you. Dr.Kim's team "
    2016-06-07 | danny.n
    dr kim called. very frustrated with prosites. was charged again $1500 but didn't get what was promised, it was still a template that was customized but limited. This was prob done after he spoke to me. He is still juggling what to do as far as Silver or Gold. Wants gold but he's invested $1500 recently that was wasted and can not be recuperated. i offered to break up Gold into 3 installments. Dr may just go with Silver still and possibly upgrade in the future. Told him Web makeover for currnet clients is around $2,500 depending on the rate at the time. Dr will discuss with his staff.
    2016-06-05 | danny.n
    SK: Sat 6/4
    2016-06-02 | danny.n
    "Hi Danny, Can you place our teddy bear logos in basic premium? Many of our team liked your basic premium designs. They said they look modern and stylish. And when does $99 monthly payment start? Is it possibly right after the website is completed? Thanks and we look forward to hearing you Dr.Kim"
    2016-06-01 | danny.n
    gave dr link to our optizign template, link to our portfolio whcih are all custom from scratch. Attached screenshots of some of our 1-page concepts fo new clients still in design process.
    2016-06-01 | danny.n
    "Danny, Thank you for your prompt response. Can we see a few websites you have done that are basic and gold /customized? Team asked. And see also an example of temporary one, if possible. Thanks and hope all is well:) Dr.Kim"
    2016-06-01 | danny.n
    SK: 2:10pm
    2016-06-01 | danny.n
    gave him a response depending on his contract with Prosites. We will need at least a 1 week to put up a temp site or if he can do not cancel until we have the new site done which is about 4 weeks. Assured dr that we do transfers all the time so we will handle all the logistics so there is no downtime. gave him his proposal again so he can see all the default included features for his monthly fees.

    Leave a Comment:

    Introduction Package 
    Notes | 2016-04-15 | Tri L | #49114 |
    2016-04-15 | tri.l
    sent

    Leave a Comment:

    Phone Conference 
    Estimates | 2016-04-13 | Danny | #48922 |

    Dr called…. interested in makeover, just signed with prosites but may want to switch cause he saw our work and he really loved our designs which was different. Dr looking to see if he can break the contract which I told him he should. He’s in a building with Dr. Cho in irvine and saw his site which he liked. Told him that is considered an old design so if he sees how nice that is he should see some of our newer ones. Dr was in a hurry and had asked if i can give him an overview of SEO as well whcih i will show Dr Mansouri how she dominates. sent proposal. Hot hot lead and very nice… should f/u in 1-2 days. Prosite charged him $4,000 which i told him it is equivalent to our silver cause its template but our silver is even better.

    Dr.-Ted-Kim
    2016-05-11 | danny.n
    spoke to Maria. Dr is not in. he's at the other location. she knows who i was, was very nice. She took my message for the dr.
    2016-05-06 | danny.n
    SK: 5/3
    2016-05-02 | danny.n
    Sent dr kim a f/u. Letting him know that we are confident once he sees the draft, he'll love the concept. Also more importantly how we are optimistic with our quality, we can help get him better online presence like Dr. Mansouri also a specialist in Irvine, I had shown him this prior.
    2016-04-26 | danny.n
    SK: 1:01pm
    2016-04-26 | danny.n
    sent dr a f/u email. showed him a new pediatric site launched this week: www.LaPuenteKidsDentalHome.com
    2016-04-22 | danny.n
    SK: 8:29am
    2016-04-21 | danny.n
    SK: 11:15am
    2016-04-21 | danny.n
    Called. LM with Sue, Dr was with a patient. Sent dr an email give him assurance and confidence with the design and optimization (had shown him Dr. Mansouri's dominance in irvine).
    2016-04-20 | danny.n
    SK: 9:37am
    2016-04-19 | danny.n
    sent dr a f/u to my answer. gave him assurance that our company is the right fit and that we can help improve his website's performance and seo.
    2016-04-18 | danny.n
    SK: 3:04pm
    2016-04-18 | danny.n
    showed him 2 of our clients with both features.
    2016-04-18 | danny.n
    "Thank you Danny I have a few questions: Are patient form ready abled to be entered on computer and print out OR do they must be printed out and filled out by pen? Can patient forms be possibly imported into patient files in Dentrix? Thanks and I look forward to hearing you Dr.Kim"
    2016-04-18 | danny.n
    SK: 8:54am
    2016-04-15 | danny.n
    "Thank you Danny. we will share this with our team. Dr.Kim"
    2016-04-15 | danny.n
    SK: 2:05pm
    2016-04-15 | danny.n
    SK: 12:54am
    2016-04-15 | danny.n
    email dr gave was wrong. (checked gmail if it was available and I ended up reserving doctorsmilesoc@gmail.com). I resent the email to doctorsmileoc@gmail.com without the "s" in smile just in case and also cc the email from his website that i found teddybeardental1@hotmail.com .
    2016-04-15 | danny.n
    called San Juan Cap office, lm on office vm. Also called his Irvine office, lm there too. both office suppose to be open based on the hours on the site.
    2016-04-14 | danny.n
    called. Anne stated he is in the other location but can take a message and make sure he receives it at the other location. Had her check with dr if he received the proposal

    Leave a Comment:

  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    tedkim.360temp.com

    Intro & Gallery URL: 2016-06-14
    Site Sucker & 301s:
    Site Username (subdomain):
    Map Domain in Pagely/WP: 2016-06-28
    Customizer:
    Additional Pages:
    Review: 2016-06-23
    Tutorial:
    Website is Ready: checked

    Cancelled
    301:
    Other Products:
    Status Cake:
    Live Online: 2016-06-28
    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: 2016-06-21
    Analytics Report or Jetpack Setup: 2016-06-21
    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
    2016-06-24


    Website

    2016-06-16
    Mobile
    Fluid Responsive
    2016-06-14

    Videos


    Marketing


    Reputation

    2017-02-28
    2017-02-28
    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2016-06-01 | Danny | Lead Response

    Initial: Payments of
    Monthly:

    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-06-14 | danny.n
    called spoke to dr kim. was driving to the office. wants to get started. he owns his domain name through godaddy. Told dr I will need at least 5 business days to get the site up before he cna cancel with Prosites which he wants to cancel asap cause they are charging him. Dr will call me back to finalize on either John or Sarah template. Will recommend going with John cause its open and more accommodating since he has 2 locations.
    2016-06-12 | danny.n
    "A few questions: Could you please start temporary site soon so we could resolve with Prosite that there has been possibly a bit too many lack of features they promised. Please let us know the date it maybe ready, so transition would be possibly smooth. Our team like Sarah and john design on basic premium. Any chance we could pay in three payments? otherwise it's ok we will try paying in two. And we understand it is 30 days try for free if we feel otherwise. right? Thanks and look forward to hearing you. Dr.Kim's team "
    2016-06-07 | danny.n
    dr kim called. very frustrated with prosites. was charged again $1500 but didn't get what was promised, it was still a template that was customized but limited. This was prob done after he spoke to me. He is still juggling what to do as far as Silver or Gold. Wants gold but he's invested $1500 recently that was wasted and can not be recuperated. i offered to break up Gold into 3 installments. Dr may just go with Silver still and possibly upgrade in the future. Told him Web makeover for currnet clients is around $2,500 depending on the rate at the time. Dr will discuss with his staff.
    2016-06-05 | danny.n
    SK: Sat 6/4
    2016-06-02 | danny.n
    "Hi Danny, Can you place our teddy bear logos in basic premium? Many of our team liked your basic premium designs. They said they look modern and stylish. And when does $99 monthly payment start? Is it possibly right after the website is completed? Thanks and we look forward to hearing you Dr.Kim"
    2016-06-01 | danny.n
    gave dr link to our optizign template, link to our portfolio whcih are all custom from scratch. Attached screenshots of some of our 1-page concepts fo new clients still in design process.
    2016-06-01 | danny.n
    "Danny, Thank you for your prompt response. Can we see a few websites you have done that are basic and gold /customized? Team asked. And see also an example of temporary one, if possible. Thanks and hope all is well:) Dr.Kim"
    2016-06-01 | danny.n
    SK: 2:10pm
    2016-06-01 | danny.n
    gave him a response depending on his contract with Prosites. We will need at least a 1 week to put up a temp site or if he can do not cancel until we have the new site done which is about 4 weeks. Assured dr that we do transfers all the time so we will handle all the logistics so there is no downtime. gave him his proposal again so he can see all the default included features for his monthly fees.
    Estimates | 2016-04-13 | Danny | Phone Conference Sent

    Silver

    Initial: 2 Payments of $999*
    Monthly: $78**

    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 * Match & Beat any proposal by 10%. ** month to month

    Gold

    Regular Price: $4,999

    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 Videos

    High-Quality Patient Education Videos (DDS)

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    * Match & Beat any proposal by 10%. ** month to month

    Regular Price:

    Initial: Payments of
    Monthly:

    Dr.-Ted-Kim

    COMMENTS:

    2016-05-11 | danny.n
    spoke to Maria. Dr is not in. he's at the other location. she knows who i was, was very nice. She took my message for the dr.
    2016-05-06 | danny.n
    SK: 5/3
    2016-05-02 | danny.n
    Sent dr kim a f/u. Letting him know that we are confident once he sees the draft, he'll love the concept. Also more importantly how we are optimistic with our quality, we can help get him better online presence like Dr. Mansouri also a specialist in Irvine, I had shown him this prior.
    2016-04-26 | danny.n
    SK: 1:01pm
    2016-04-26 | danny.n
    sent dr a f/u email. showed him a new pediatric site launched this week: www.LaPuenteKidsDentalHome.com
    2016-04-22 | danny.n
    SK: 8:29am
    2016-04-21 | danny.n
    SK: 11:15am
    2016-04-21 | danny.n
    Called. LM with Sue, Dr was with a patient. Sent dr an email give him assurance and confidence with the design and optimization (had shown him Dr. Mansouri's dominance in irvine).
    2016-04-20 | danny.n
    SK: 9:37am
    2016-04-19 | danny.n
    sent dr a f/u to my answer. gave him assurance that our company is the right fit and that we can help improve his website's performance and seo.
    2016-04-18 | danny.n
    SK: 3:04pm
    2016-04-18 | danny.n
    showed him 2 of our clients with both features.
    2016-04-18 | danny.n
    "Thank you Danny I have a few questions: Are patient form ready abled to be entered on computer and print out OR do they must be printed out and filled out by pen? Can patient forms be possibly imported into patient files in Dentrix? Thanks and I look forward to hearing you Dr.Kim"
    2016-04-18 | danny.n
    SK: 8:54am
    2016-04-15 | danny.n
    "Thank you Danny. we will share this with our team. Dr.Kim"
    2016-04-15 | danny.n
    SK: 2:05pm
    2016-04-15 | danny.n
    SK: 12:54am
    2016-04-15 | danny.n
    email dr gave was wrong. (checked gmail if it was available and I ended up reserving doctorsmilesoc@gmail.com). I resent the email to doctorsmileoc@gmail.com without the "s" in smile just in case and also cc the email from his website that i found teddybeardental1@hotmail.com .
    2016-04-15 | danny.n
    called San Juan Cap office, lm on office vm. Also called his Irvine office, lm there too. both office suppose to be open based on the hours on the site.
    2016-04-14 | danny.n
    called. Anne stated he is in the other location but can take a message and make sure he receives it at the other location. Had her check with dr if he received the proposal