Dr. Patel

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    Profile ID: 102114




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

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    Phone Conference 
    Estimates | 2016-04-22 | Danny | #49576 |

    Mike called in. EXTREMELY nice and very polite (“yes sir”). Shopping around for his brother because he is very busy. Told him busy is good but at the same time no time for this which is where we come in to play. Gave him presentation covering the sales script. Presented the Platinum Package only. But will send the Gold as an option just in case. BC he’s shopping around and gathering for brother, i brought up our guaranteed competitive price match and beat so emphasized to him to send over what the other company has so i can review and beat and even point out hidden fees or disclosures. He was focused on SEO which he doesn’t know but so i told him the importance of quality when it comes to design & content vs a template company.
    Will send him email with all the info and links to G+ and score.
    Scheduled to call him next Monday at 2pm our time. He will be expecting a call to touch base.

    Mike-Dr.-Patel
    2016-05-13 | danny.n
    called... lm. unresponsive.
    2016-05-09 | danny.n
    called. LM. sent him another email with some examples of newly launched site
    2016-05-03 | danny.n
    called lm on vm again. seem to be avoiding me.
    2016-04-27 | danny.n
    called. lm on cell. sent email.
    2016-04-25 | danny.n
    called at 2pm per our scheduled call. went straight to his vm. lm. sent him an email. told him i'll call again on wed if i don't hear back.
    2016-04-22 | danny.n
    SK: 6:53pm
    2016-04-22 | danny.n
    SK: 3:11pm
    2016-04-22 | danny.n
    confirmed with him again that i'll call him next Monday at 5pm EST.
    2016-04-22 | danny.n
    "thanks dan"

    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 | 2016-04-22 | 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 * Guaranteed Competitive - Match & Beat Any Proposal by 10%

    Platinum

    Regular Price: $9,999

    Initial: 2 Payments of $2,999*
    Monthly: $199

    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    Educational Library

    Get Access to Hundreds of Articles


    Regular Price:

    Initial: Payments of
    Monthly:

    Educational Videos

    High-Quality Patient Education Videos (DDS)

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build Your Logo

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    * Guaranteed Competitive - Match & Beat Any Proposal by 10%
    Mike-Dr.-Patel

    COMMENTS:

    2016-05-13 | danny.n
    called... lm. unresponsive.
    2016-05-09 | danny.n
    called. LM. sent him another email with some examples of newly launched site
    2016-05-03 | danny.n
    called lm on vm again. seem to be avoiding me.
    2016-04-27 | danny.n
    called. lm on cell. sent email.
    2016-04-25 | danny.n
    called at 2pm per our scheduled call. went straight to his vm. lm. sent him an email. told him i'll call again on wed if i don't hear back.
    2016-04-22 | danny.n
    SK: 6:53pm
    2016-04-22 | danny.n
    SK: 3:11pm
    2016-04-22 | danny.n
    confirmed with him again that i'll call him next Monday at 5pm EST.
    2016-04-22 | danny.n
    "thanks dan"