Root Dental

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    Phone Conference (Joli & Dr. Root) 
    Estimates | 2016-06-27 | Danny | #54043 |

    Had a scheduled ph conference with Joli (office manager) & Dr. Root.
    been talking to a few local companies that are more marketing media, we are 1 of a few that Betsy (his wife) filtered and recommended to consider hence the ph conf today.
    Gave them an overview of our company and what makes us unique and superior. Also pointed out how we are more dental focus for web and marketing vs the other media companies that just focus on marketing.
    His focus is to build up his practice so he can possibly sell in 3-5 years when he retires. Wants to focus a lot on marketing as well. Was told many diff things for PPC, G+ and SEO. Some don’t recommend PPC but more SEO. Gave him pros/cons of each. Told him the importance of the site when it comes to SEO which Joli agreed. She seems to know a bit about marketing and primarily SEO. Told her i will send examples of our clients dominating 1st page of Google. Told them to also focus G+ cause that’s what is being promoted right now and has a good chance besides PPC. Dr stated he did have a budget of $1,000/m. Showed him a competitor that is doing $1,000/m on spyfu.
    She also asked for names/references of clients we’ve worked with. Told her i will send her a link to our G+ page
    Sent her an email highlighting the convo and examples. Revised Gold to include Video ($4,500) cause she liked the video she saw on our site.
    Hot lead.


    2016-08-11 | danny.n
    sent final f/u offer discounted rate. monthly waived until Jan 2017
    2016-08-11 | danny.n
    "Thank you for following up. We apprecaite the time you have taken to talk with us about your comaplny. We have chosen to take a different appraoach. Again, we appreciate your time and attention you gave during your presentation. Best wishes,"
    2016-08-01 | danny.n
    called... lm on office vm. Sent a f/u. gave more design concepts and assurance of our quality, support and pricing.
    2016-07-12 | danny.n
    will check in with Yoli in a few weeks if they changed their mind.
    2016-07-12 | danny.n
    called, spoke to Yoli. Stated taht at this time, they've decided not to move forward and that they are still interviewing 2 other companies but still haven't made a final decision. I told her that we can offer a 30-day money back guarantee if she decides to reconsider. She appreciated it. Sent her an email regarding this so Dr. Root and betsy sees my offer.
    2016-07-11 | danny.n
    SK: Friday night by Betsy's email
    2016-07-08 | danny.n
    called. lm on Betsy's cell. Sent Dr. Root and Joli a f/u.
    2016-07-05 | danny.n
    called. lm on office vm.
    2016-06-30 | danny.n
    SK: 10:17am
    2016-06-30 | danny.n
    sent email f/u
    2016-06-30 | danny.n
    SK: 5:03am
    2016-06-27 | danny.n
    also quoted $500/m for SEO (20 hrs/month) if they like to add in the future

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    intro package 
    Notes | 2016-06-15 | Tri L | #53214 |

    sent


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    Phone Conference 
    Estimates | 2016-06-13 | Danny | #53059 |

    called Betsy, very nice. She’s the dr’s wife. Her husband currently talking to a local guy in Melbourne, FL, wants to do comparison. She’s gathering so she can have husband call. Went over our Gold Package, design process, the uniqueness of our company which she liked. She liked how there is no contract and liked that our design is unique and how streamlined it was from day 1 and even in the future for maintenance cause they are busy. Discussed about reviews how to remove them… told her it can’t but can be buried. Suggest we can create a review tab so this is visible for them to get answered so they don’t need to exit site. Told her to avoid companies that says they can remove them from ex Yelp whcih is not doable. Gave her pointers on how it defeats the purpose of reviews if anyone can simply remove, what’s the point. She agreed.
    Sent her an email with all the info so she can discuss with husband and have him call me. She asked for my # just in case she doesn’t get the email. extremely nice and def call her in a few days to touch base. hot.


    2016-06-30 | danny.n
    called Dr. Root on his "back line" he gave me. lm for him. Sent a f/u email to dr. root and joli
    2016-06-27 | danny.n
    "Hi Danny. Just want to confirm our phone consult today at 5:15 pm Fl. (EDT) time. You can call my back line at 772-410-5797. Please confirm rcpt of this email. Thanks! Dr Root"
    2016-06-22 | danny.n
    "Danny, Great! We will call you you at the # listed in your email next Monday 6-27 at 5:15 EDT. Looking forward to talking with you. Dr Root Sent from my iPad"
    2016-06-21 | danny.n
    response from Dr. Root's email - "Hello Danny. Thank you for the response to my email concerning your firm. I would like to set a phone consult with you and my office mgr either Mon 6-27 @5:15 pm EDT or Tues. 6-28 at the same time. Please let me know if either of these work for you. Thanks! Rick L Root DMD 772-569-0123 Office 772-480-1085 Cell ricklrootdmd@gmail.com"
    2016-06-20 | danny.n
    SK: 7:48pm
    2016-06-17 | danny.n
    called... lm on her cell. sent her a f/u
    2016-06-14 | danny.n
    SK: 7:23am
    2016-06-13 | danny.n
    "Thanks Danny. I did receive your email and attachments. I'll give the information to Rick. Betsy"

    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):
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    Analytics by Client

    Shared Dropbox
    Custom Content
    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

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  • FTP / Logins
    Website Location:
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    Add Developer to Temp Site: 360developers 360developers103259
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    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259

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  • 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
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    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
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    Account Access:
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    Active
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  • Logo Milestones
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    Concept:
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    File URL: Decline to Use (note reason why):
    Cancelled

    ADDITIONAL EMAIL TO:





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  • Username: Password:
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    CSR: Pagely Ticket Created:
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    Cancelled


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  • Email
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    Inboxes Created:
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  • Marketing




    STEPS
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    Account:
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    Paused
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    SEARCH ENGINES
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    Yahoo/Bing
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    Display (generic)
    Video
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    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
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    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 | 2016-06-27 | Danny | Phone Conference (Joli & Dr. Root) Sent

    Gold w/ Video


    Initial: 2 Payments of $2,250
    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

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Library

    Get Access to Hundreds of Articles

    Educational Videos

    High-Quality Videos for Patients

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Platinum

    Regular Price: $9,999

    Initial: 2 Payments of $2,999
    Monthly: $149

    Gold Package

    Everything on Gold Package Plus

    Educational Videos

    High-Quality Patient Dental Videos

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build a Logo

    Social Marketing

    Monthly Blogging with Custom Content


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-08-11 | danny.n
    sent final f/u offer discounted rate. monthly waived until Jan 2017
    2016-08-11 | danny.n
    "Thank you for following up. We apprecaite the time you have taken to talk with us about your comaplny. We have chosen to take a different appraoach. Again, we appreciate your time and attention you gave during your presentation. Best wishes,"
    2016-08-01 | danny.n
    called... lm on office vm. Sent a f/u. gave more design concepts and assurance of our quality, support and pricing.
    2016-07-12 | danny.n
    will check in with Yoli in a few weeks if they changed their mind.
    2016-07-12 | danny.n
    called, spoke to Yoli. Stated taht at this time, they've decided not to move forward and that they are still interviewing 2 other companies but still haven't made a final decision. I told her that we can offer a 30-day money back guarantee if she decides to reconsider. She appreciated it. Sent her an email regarding this so Dr. Root and betsy sees my offer.
    2016-07-11 | danny.n
    SK: Friday night by Betsy's email
    2016-07-08 | danny.n
    called. lm on Betsy's cell. Sent Dr. Root and Joli a f/u.
    2016-07-05 | danny.n
    called. lm on office vm.
    2016-06-30 | danny.n
    SK: 10:17am
    2016-06-30 | danny.n
    sent email f/u
    2016-06-30 | danny.n
    SK: 5:03am
    2016-06-27 | danny.n
    also quoted $500/m for SEO (20 hrs/month) if they like to add in the future
    Estimates | 2016-06-13 | Danny | Phone Conference Sent

    Gold


    Initial: 2 Payments of $1,999
    Monthly: $78


    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

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x Guaranteed Competitive: Match & Beat any proposal by 10% based on comparable features.

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-06-30 | danny.n
    called Dr. Root on his "back line" he gave me. lm for him. Sent a f/u email to dr. root and joli
    2016-06-27 | danny.n
    "Hi Danny. Just want to confirm our phone consult today at 5:15 pm Fl. (EDT) time. You can call my back line at 772-410-5797. Please confirm rcpt of this email. Thanks! Dr Root"
    2016-06-22 | danny.n
    "Danny, Great! We will call you you at the # listed in your email next Monday 6-27 at 5:15 EDT. Looking forward to talking with you. Dr Root Sent from my iPad"
    2016-06-21 | danny.n
    response from Dr. Root's email - "Hello Danny. Thank you for the response to my email concerning your firm. I would like to set a phone consult with you and my office mgr either Mon 6-27 @5:15 pm EDT or Tues. 6-28 at the same time. Please let me know if either of these work for you. Thanks! Rick L Root DMD 772-569-0123 Office 772-480-1085 Cell ricklrootdmd@gmail.com"
    2016-06-20 | danny.n
    SK: 7:48pm
    2016-06-17 | danny.n
    called... lm on her cell. sent her a f/u
    2016-06-14 | danny.n
    SK: 7:23am
    2016-06-13 | danny.n
    "Thanks Danny. I did receive your email and attachments. I'll give the information to Rick. Betsy"