Business is busy at the office – sorry we’ve been out of touch.
It sounds like I’ll be the official point of contact and Monica is no longer working on website related tasks (can you remove her contact info from our account please?)
Dr. Berlow wanted to get a breakdown of what the more expensive options would include.
When you get a chance could you do a breakdown with some details for me to show Dr. B?
Email is the best way to reach me, since my only phone is a personal cell phone.
Thank you!
-Laura Van Dussen”
2017-08-21 | danny.n
sk:3:30pm 2017-03-07 | danny.n
new design already. 2017-02-16 | danny.n
sent her a f/u. she's been really busy and have told me to email her in the past. 2017-01-26 | danny.n
f/u with Laura via phone... no pickup. lm. sent f/u. 2017-01-10 | danny.n
monica chang (previous person i spoke to) sk the email today. 2017-01-04 | danny.n
sent her a f/u per last email and request to f/u 1st week of the year via email. 2016-12-12 | danny.n
told her I'll touch base next year 2016-12-12 | danny.n
"Hi Danny,
We are still on the market and business is good and website still needed. :)
Not enough of Dr. Berlow to go around is the issue here. I'll keep your quote to present to him, but realistically it will likely be after the new year.
I hope you have a good holiday!" 2016-12-06 | danny.n
sent her af/u. 2016-11-11 | danny.n
called... to f/u. lm. sent another f/u.
Was transferred to me. Found out that they are an active lead. Laura is in charge now. Brought up that i spoke to Monica prior.
She was very nice. She fwd me an outline of what dr wants which was very simple. Assured her that we can do it. Went over highlights of process and what we do so she is up to speed with what was discussed with Monica.
Laura said dr was very tech savvy and that’s prob he found us and sure he saw our G+ reviews because i brought up how we are high-rated.
Sent her email to what she emailed me with highlights and updated contract. hot hot lead.
2016-10-06 | danny.n
called. lm on cell again. 2016-09-29 | danny.n
called. lm on cell. 2016-09-23 | danny.n
sk: 9:45am 2016-09-22 | danny.n
also sent her an email. 2016-09-22 | danny.n
called. lm to see if she got my email since no sk or response. 2016-09-16 | danny.n
"Hello,
We need a quote for a new website.
Dr. Berlow's current website (to give you an idea of the data we'd like to add) is www.ForBrainMD.com
We're most interested in the format/layout of the following website:
http://wellnessatcenturycity.com/
See the attached rough layout of what the homepage would look like."
After reviewing the materials you sent, Dr. Berlow and I are definitely interested in working with you and Optimized360. I know we already discussed the different package options, but could you please create a new proposal with the Platinum package as a comparison? I’d like to make sure I noted the differences between them correctly.
2016-09-16 | danny.n
called Monical LM. Saw she's been SK all morning 2016-09-16 | danny.n
SK: 9:14am 2016-09-16 | danny.n
SK: 8:38am 2016-08-26 | danny.n
"Hi Danny,
Thank you for following up with us. Dr. Berlow will review the proposal you sent us in May and let you know.
Thanks again,
-Monica" 2016-08-25 | danny.n
SK: 11:38am 2016-08-24 | danny.n
SK: 3:35pm 2016-08-24 | danny.n
seem to have a site but very amateur looking. not functional. just sent her a f/u. 2016-08-22 | danny.n
SK: Sat 8/20 2016-08-16 | danny.n
SK: 2:07pm 2016-08-16 | danny.n
SK: 5:10 on 8/15 2016-08-15 | danny.n
sent email to see if timing is better. will call in a few days. also showed some recent design concepts of our new clients. 2016-05-24 | danny.n
told dr i'll touch base in a few months. hopefully timing is better. 2016-05-24 | danny.n
Dr. Berlow responded... seems like Monica had fwd it to Dr. Berlow: "We cannot begin any project at this point
however
your email above, is extraordinary
Rustin" 2016-05-24 | danny.n
SK: 9:35pm immediately after i emailed her. 2016-05-24 | danny.n
told Monica i completely understand all the work involved in buildign a new practice and also the financial cost cause we work with many drs opening practices like them. I told her there s no point in delaying. offered to break it up into 4 installments. assured her of the streamlined process as well on their end. 2016-05-24 | danny.n
"Hi Danny,
Thank you for all of your help. We've actually had several issues come up this week (personnel changes, new equipment purchases, expansion of our Del Mar office, etc.). I spoke with Dr. Berlow today and he has decided to postpone the marketing process. We are still very much interested in working with your company, but we'd like to wait until things have stabilized (financially and otherwise). We think the Platinum package would be the best option, but the timing just isn't great for us right now. Again, we really do appreciate your effort and attentiveness and look forward to working with you more in the future.
Thanks,
-Monica" 2016-05-24 | danny.n
SK: 2:39pm 2016-05-24 | danny.n
replied back to her to get started to expedite and I will schedule a ph conf for the interview. 2016-05-24 | danny.n
"Hi Danny,
Sorry I missed your call. It's been pretty hectic in the office the past few weeks. We will most likely go with the platinum option and will send the contract later this week.
Thanks,
-Monica" 2016-05-23 | danny.n
called to touch base if they are ready to get started. lm. 2016-05-19 | danny.n
"Hi Danny,
I received your voicemail. Thank you for sending the revised proposal. We will make our final decision later this week.
Thanks,
-Monica"
Monica returned my call. She sounded very young but extremely nice. Dr has a current site, she is pushing the dr to do a makeover of the site he did himself. Opened a new clinic in Irvine so it needs to be integrated. Went over the Platinum. Inquired about the Gold and Silver as well. Seems to like the Gold with the option to Add Ownership immediately or in the future. Offered her 3 months waived if she decides to go with Gold then decide to add Ownership for $1,000. Explained to her the value of our hosting vs others (self-hosting) hence why the 3 months waived. She was interested in SM.
Overall she is looking for a company that specializes in healthcare to help guide them with the marketing. She will review with the dr and get back to me. Call her next week to touch base.
2016-05-24 | danny.n
"Hi Danny,
Thank you for all of your help. We've actually had several issues come up this week (personnel changes, new equipment purchases, expansion of our Del Mar office, etc.). I spoke with Dr. Berlow today and he has decided to postpone the marketing process. We are still very much interested in working with your company, but we'd like to wait until things have stabilized (financially and otherwise). We think the Platinum package would be the best option, but the timing just isn't great for us right now. Again, we really do appreciate your effort and attentiveness and look forward to working with you more in the future.
Thanks,
-Monica" 2016-05-17 | danny.n
SK: 1:40pm 2016-05-17 | danny.n
SK: 11:20am 2016-05-17 | danny.n
"Hi Danny,
Thank you for checking in with us. I reviewed your proposal with Dr. Berlow last week and we are still in the process of deciding how to proceed. I will send you an update within the next few days.
Thanks,
-Monica" 2016-05-16 | danny.n
SK: 3:45pm. 2016-05-16 | danny.n
called. lm on Monica's cell. Sent her an email f/u. 2016-05-12 | danny.n
SK: 1:21pm 2016-05-12 | danny.n
SK 12:08pm 2016-05-12 | danny.n
SK: 11:21am 2016-05-12 | danny.n
"Thanks, Danny! I will present this to Dr. Berlow and contact you again soon."
Website Backup:
Introduction:
Questionnaire:
Concept:
Approved:
Developed:
Sitemap, Submissions, 301:
Check Other Products:
Analytics Applied:
Review:
DC is Ready:
DC is Live:
Cancelled
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 | 2016-10-28 | Danny |
Updated Estimate Sent
Gold
Initial: 2 Payments of $1,749
Monthly: $99
Full Custom Design
Designed from Scratch
Mobile Responsive
Matching Design | Auto Dial | Map
Ownership
Own the Custom Design We Create
Exclusivity
Design Will Be Exclusive to Your Area
On-Site SEO
Specialty Content | Search Submission
Educational Library
Get Access to Hundreds of Articles
Appointment Alerts
Multi-Platform (Email, Fax, Text)
x
see all included default features on page 2
Platinum
Regular Price: $8,999
Initial: 2 Payments of $2,499
Monthly: $149
Gold Package
Everything on Gold Package Plus
Premium SEO
Analytics | Geo-Targeting | Meta Tags
Social Media Custom
Facebook, Google Plus & Twitter
Custom Blog
Custom Website-Based Blog
Logo Design
Work with a Designer to Build a Logo
see all included default features on page 2
360 Plan
Regular Price: $9,999
Initial: 2 Payments of $2,999
Monthly: $499
Platinum Package
Everything on Platinum Package Plus
Advanced SEO
Ongoing SEO (10hrs/m)
PPC Management
Google Adwords Management
Review Management
A 5-Star Reputation (Review Site)
Social Marketing
Monthly Blogging with Custom Content
see all included default features on page 2
COMMENTS:
2017-08-21 | danny.n
sk:3:30pm
2017-03-07 | danny.n
new design already.
2017-02-16 | danny.n
sent her a f/u. she's been really busy and have told me to email her in the past.
2017-01-26 | danny.n
f/u with Laura via phone... no pickup. lm. sent f/u.
2017-01-10 | danny.n
monica chang (previous person i spoke to) sk the email today.
2017-01-04 | danny.n
sent her a f/u per last email and request to f/u 1st week of the year via email.
2016-12-12 | danny.n
told her I'll touch base next year
2016-12-12 | danny.n
"Hi Danny,
We are still on the market and business is good and website still needed. :)
Not enough of Dr. Berlow to go around is the issue here. I'll keep your quote to present to him, but realistically it will likely be after the new year.
I hope you have a good holiday!"
2016-12-06 | danny.n
sent her af/u.
2016-11-11 | danny.n
called... to f/u. lm. sent another f/u.
Estimates | 2016-09-16 | Danny |
Phone Conference Sent
2016-09-22 | danny.n
called. lm to see if she got my email since no sk or response.
2016-09-16 | danny.n
"Hello,
We need a quote for a new website.
Dr. Berlow's current website (to give you an idea of the data we'd like to add) is www.ForBrainMD.com
We're most interested in the format/layout of the following website:
http://wellnessatcenturycity.com/
See the attached rough layout of what the homepage would look like."
Estimates | 2016-05-19 | Danny |
Estimate per request for comparison Expired
2016-09-16 | danny.n
called Monical LM. Saw she's been SK all morning
2016-09-16 | danny.n
SK: 9:14am
2016-09-16 | danny.n
SK: 8:38am
2016-08-26 | danny.n
"Hi Danny,
Thank you for following up with us. Dr. Berlow will review the proposal you sent us in May and let you know.
Thanks again,
-Monica"
2016-08-25 | danny.n
SK: 11:38am
2016-08-24 | danny.n
SK: 3:35pm
2016-08-24 | danny.n
seem to have a site but very amateur looking. not functional. just sent her a f/u.
2016-08-22 | danny.n
SK: Sat 8/20
2016-08-16 | danny.n
SK: 2:07pm
2016-08-16 | danny.n
SK: 5:10 on 8/15
2016-08-15 | danny.n
sent email to see if timing is better. will call in a few days. also showed some recent design concepts of our new clients.
2016-05-24 | danny.n
told dr i'll touch base in a few months. hopefully timing is better.
2016-05-24 | danny.n
Dr. Berlow responded... seems like Monica had fwd it to Dr. Berlow: "We cannot begin any project at this point
however
your email above, is extraordinary
Rustin"
2016-05-24 | danny.n
SK: 9:35pm immediately after i emailed her.
2016-05-24 | danny.n
told Monica i completely understand all the work involved in buildign a new practice and also the financial cost cause we work with many drs opening practices like them. I told her there s no point in delaying. offered to break it up into 4 installments. assured her of the streamlined process as well on their end.
2016-05-24 | danny.n
"Hi Danny,
Thank you for all of your help. We've actually had several issues come up this week (personnel changes, new equipment purchases, expansion of our Del Mar office, etc.). I spoke with Dr. Berlow today and he has decided to postpone the marketing process. We are still very much interested in working with your company, but we'd like to wait until things have stabilized (financially and otherwise). We think the Platinum package would be the best option, but the timing just isn't great for us right now. Again, we really do appreciate your effort and attentiveness and look forward to working with you more in the future.
Thanks,
-Monica"
2016-05-24 | danny.n
SK: 2:39pm
2016-05-24 | danny.n
replied back to her to get started to expedite and I will schedule a ph conf for the interview.
2016-05-24 | danny.n
"Hi Danny,
Sorry I missed your call. It's been pretty hectic in the office the past few weeks. We will most likely go with the platinum option and will send the contract later this week.
Thanks,
-Monica"
2016-05-23 | danny.n
called to touch base if they are ready to get started. lm.
2016-05-19 | danny.n
"Hi Danny,
I received your voicemail. Thank you for sending the revised proposal. We will make our final decision later this week.
Thanks,
-Monica"
Estimates | 2016-05-11 | Danny |
Phone Conference Expired
2016-05-24 | danny.n
"Hi Danny,
Thank you for all of your help. We've actually had several issues come up this week (personnel changes, new equipment purchases, expansion of our Del Mar office, etc.). I spoke with Dr. Berlow today and he has decided to postpone the marketing process. We are still very much interested in working with your company, but we'd like to wait until things have stabilized (financially and otherwise). We think the Platinum package would be the best option, but the timing just isn't great for us right now. Again, we really do appreciate your effort and attentiveness and look forward to working with you more in the future.
Thanks,
-Monica"
2016-05-17 | danny.n
SK: 1:40pm
2016-05-17 | danny.n
SK: 11:20am
2016-05-17 | danny.n
"Hi Danny,
Thank you for checking in with us. I reviewed your proposal with Dr. Berlow last week and we are still in the process of deciding how to proceed. I will send you an update within the next few days.
Thanks,
-Monica"
2016-05-16 | danny.n
SK: 3:45pm.
2016-05-16 | danny.n
called. lm on Monica's cell. Sent her an email f/u.
2016-05-12 | danny.n
SK: 1:21pm
2016-05-12 | danny.n
SK 12:08pm
2016-05-12 | danny.n
SK: 11:21am
2016-05-12 | danny.n
"Thanks, Danny! I will present this to Dr. Berlow and contact you again soon."
sk:3:30pm
2017-03-07 | danny.n
new design already.
2017-02-16 | danny.n
sent her a f/u. she's been really busy and have told me to email her in the past.
2017-01-26 | danny.n
f/u with Laura via phone... no pickup. lm. sent f/u.
2017-01-10 | danny.n
monica chang (previous person i spoke to) sk the email today.
2017-01-04 | danny.n
sent her a f/u per last email and request to f/u 1st week of the year via email.
2016-12-12 | danny.n
told her I'll touch base next year
2016-12-12 | danny.n
"Hi Danny, We are still on the market and business is good and website still needed. :) Not enough of Dr. Berlow to go around is the issue here. I'll keep your quote to present to him, but realistically it will likely be after the new year. I hope you have a good holiday!"
2016-12-06 | danny.n
sent her af/u.
2016-11-11 | danny.n
called... to f/u. lm. sent another f/u.
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