Carl Cotoia, DDS

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 102195




    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







    Justin: F/U closed
    Task: Sales | 2016-09-14 | Danny | #59174 |

    Please review notes. Still no site yet so should still be in the market. Very old lead so see if offering 2 months would help them make a decision.


    2016-09-20 | justinn
    Will be in - in another hour or so
    2016-09-14 | justinn
    Called - she is busy - front said to call back another time and hung up - did you not add my name under team on purpose?

    Leave a Comment:




    Phone Conference (45mins) 
    Estimates | 2016-05-18 | Danny | #51413 |

    Joyce called, dr’s wife. extremely nice & talkative. Called just looking for a mobile site cause she feels a lot of people uses smartphones. Wants it very simple and straight to the point and minimal links. Does not want too many pages and information.
    Found out she does not have a website and feels there is no need cause everyone has a smartphone. Explained to her that you will need to have one and it is default and is included which is a bonus either way.
    Her husband is retiring soon so that’s why she feels there is no need to get a lot of patients but just an informative site. Told her the importance of it since he is retiring, he will be selling the practice so this will had value which she then understood.
    She saw Dr. Baki’s site www.Keystone-Dentist.net which she liked cause it was very simple and personalized, not too many content. I had an idea what type she was which is simplistic and minimalistic.
    I connected with her a lot and she felt a lot of trust.
    I went over the Gold and also the Platinum Package explaining the features and the benefits of each. Showed her examples of clients with logo and also dental videos along with custom blog. She may reduce if she went with platinum in the future from $199 to $99 if she opts out of monthly blog posting.
    Assured her of our streamlined process and our knowledge in this field so minimal work is needed on her end.
    She will review all this with her husband and push him to do this. Will call her on Friday to touch base and possibly finalize.

    Joyce-Carl-Cotoia-DDS
    2016-08-23 | danny.n
    called... LM. sent a f/u.
    2016-07-22 | danny.n
    called. lm on office vm. sent email as well with new design
    2016-07-01 | danny.n
    call. lm on office vm.
    2016-06-13 | danny.n
    SK: 6/11 (Saturday)
    2016-06-08 | danny.n
    called. spoke to Lucille. very nice. lm for her and stated she will make sure Joyce receives it. Sent Joyce an email as well.
    2016-05-31 | danny.n
    called. lm. Joyce will be in tomorrow afternoon.
    2016-05-24 | danny.n
    SK: 7:34pm
    2016-05-24 | danny.n
    called. spoke to Lucille. Joyce was in the middle of a "computer project", asked if i can call back. sent her an email.
    2016-05-20 | danny.n
    called. front stated Joyce had left for the day. sent her an email.
    2016-05-18 | danny.n
    "Thanks Danny"

    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 | 2016-05-18 | Danny | Phone Conference (45mins) 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 * month to month

    Platinum

    Regular Price: $9,999

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

    Gold Package

    Everything on Gold Package Plus

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build Your Logo

    * month to month. option to reduce to $99/m removing blog posting

    Regular Price:

    Initial: Payments of
    Monthly:

    Joyce-Carl-Cotoia-DDS

    COMMENTS:

    2016-08-23 | danny.n
    called... LM. sent a f/u.
    2016-07-22 | danny.n
    called. lm on office vm. sent email as well with new design
    2016-07-01 | danny.n
    call. lm on office vm.
    2016-06-13 | danny.n
    SK: 6/11 (Saturday)
    2016-06-08 | danny.n
    called. spoke to Lucille. very nice. lm for her and stated she will make sure Joyce receives it. Sent Joyce an email as well.
    2016-05-31 | danny.n
    called. lm. Joyce will be in tomorrow afternoon.
    2016-05-24 | danny.n
    SK: 7:34pm
    2016-05-24 | danny.n
    called. spoke to Lucille. Joyce was in the middle of a "computer project", asked if i can call back. sent her an email.
    2016-05-20 | danny.n
    called. front stated Joyce had left for the day. sent her an email.
    2016-05-18 | danny.n
    "Thanks Danny"