Carolyn Schmidt

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    Profile ID: 102428




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

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    Initial contact 
    Leads | 2016-12-05 | Paige Nichols | #64545 |

    Lmsg for Carolyn– IT Director for this org. to get an update of process.


    2017-01-12 | paige.n
    LC4 Lmsg on her VM
    2016-12-14 | paige.n
    LC3 Got her on the phone--- said still waiting for Board to approve funding. Said between us and another company and said she will call as soon as they have agreed and give us a shot at the biz. Super friendly.
    2016-12-08 | paige.n
    LC2 lm on her VM for f/up on project.

    Leave a Comment:




    Website Estimate 
    Estimates | 2016-10-17 | Justin | #61323 |

    Emailed F/U – Sent Updated Proposal


    2016-12-08 | paige.n
    LC2 Lmsg on VM for her
    2016-12-05 | justinn
    Paige, please take over this lead
    2016-11-22 | justinn
    Spoke with Carolyn - her boss is out this week - will touch base with her 2nd week of December
    2016-11-07 | justinn
    Wants me to follow up end of this month - will email next follow up
    2016-10-19 | justinn
    Wants me to touch base 2nd week of November
    2016-10-17 | justinn
    Mailed

    Leave a Comment:




    Estimate 
    Estimates | 2016-08-02 | shelby.k | #56310 |

    Leave a Comment:




    Initial Contact 
    Leads | 2016-08-01 | shelby.k | #56167 |

    Called and LM sent email


    2016-10-19 | justinn
    Wants me to touch base 2nd week of November
    2016-10-05 | justinn
    at a stand still right now - she has not heard any movement regarding the project - she said hopefully she would know by the end of this month - will try to follow up with the doctors and get back to me
    2016-09-08 | shelby.k
    she will send me an email as soon as they set up a meeting to go over the packages.
    2016-09-01 | shelby.k
    sent an email
    2016-08-26 | shelby.k
    Good Morning, Yes we reviewed the proposals but no further decisions have been made and our next meeting has not been scheduled yet. Thank you
    2016-08-26 | shelby.k
    sk
    2016-08-26 | shelby.k
    Sent email and a text
    2016-08-23 | shelby.k
    It's a good estimate and there has to be another meeting with the group of people in charge of making the decision. She is not sure when the meeting will be, let her know I can answer any questions she may have, I will send an email for follow up tomorrow.
    2016-08-18 | shelby.k
    lm
    2016-08-09 | shelby.k
    LM for Carolyn to call me back.
    2016-08-02 | shelby.k
    spoke to the IT manager she would need the CEO and opinion from a few other people they do not like the content on the website and they do not like how it is laid out. right now they pay $1,200 per month so the 360 plan sounds so much better to her. if it were up to her she likes it but she wants to talk to her coworkers. She said that there was a family emergency with who she would consult with and so I can try next week but she is not sure when they would be back. Overall went well I think she would sign up next week may need to do a conference call with multiple people.

    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
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    .360temp.com

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    Site Username (subdomain):
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    Please submit a task to create content.
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  • FTP / Logins
    Website Location:
    Godaddy / 360 Sites
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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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  • MILESTONES
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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
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  • Blog Schedule
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  • Marketing




    STEPS
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    SEARCH ENGINES
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    KEYWORDS

  • ORDERED/PAID
    Template



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    Videos


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    Facebook


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    360 Plan



    Leads | 2016-12-05 | Paige Nichols | Initial contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-01-12 | paige.n
    LC4 Lmsg on her VM
    2016-12-14 | paige.n
    LC3 Got her on the phone--- said still waiting for Board to approve funding. Said between us and another company and said she will call as soon as they have agreed and give us a shot at the biz. Super friendly.
    2016-12-08 | paige.n
    LC2 lm on her VM for f/up on project.
    Estimates | 2016-10-17 | Justin | Website Estimate Sent

    360Plan


    Initial: 2 Payments of $3,249
    Monthly: $499/m


    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

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Regular Price:

    Initial: Payments of
    Monthly:

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    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

    No Contract (Month to Month)

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-12-08 | paige.n
    LC2 Lmsg on VM for her
    2016-12-05 | justinn
    Paige, please take over this lead
    2016-11-22 | justinn
    Spoke with Carolyn - her boss is out this week - will touch base with her 2nd week of December
    2016-11-07 | justinn
    Wants me to follow up end of this month - will email next follow up
    2016-10-19 | justinn
    Wants me to touch base 2nd week of November
    2016-10-17 | justinn
    Mailed
    Estimates | 2016-08-02 | shelby.k | Estimate Expired

    360 Plan


    Initial: 2 Payments of $3,249
    Monthly: $499


    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

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Regular Price:

    Initial: Payments of
    Monthly:

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    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


    Regular Price:

    Initial: Payments of
    Monthly:

    Monthly Reporting is included.

    COMMENTS:

    Leads | 2016-08-01 | shelby.k | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-10-19 | justinn
    Wants me to touch base 2nd week of November
    2016-10-05 | justinn
    at a stand still right now - she has not heard any movement regarding the project - she said hopefully she would know by the end of this month - will try to follow up with the doctors and get back to me
    2016-09-08 | shelby.k
    she will send me an email as soon as they set up a meeting to go over the packages.
    2016-09-01 | shelby.k
    sent an email
    2016-08-26 | shelby.k
    Good Morning, Yes we reviewed the proposals but no further decisions have been made and our next meeting has not been scheduled yet. Thank you
    2016-08-26 | shelby.k
    sk
    2016-08-26 | shelby.k
    Sent email and a text
    2016-08-23 | shelby.k
    It's a good estimate and there has to be another meeting with the group of people in charge of making the decision. She is not sure when the meeting will be, let her know I can answer any questions she may have, I will send an email for follow up tomorrow.
    2016-08-18 | shelby.k
    lm
    2016-08-09 | shelby.k
    LM for Carolyn to call me back.
    2016-08-02 | shelby.k
    spoke to the IT manager she would need the CEO and opinion from a few other people they do not like the content on the website and they do not like how it is laid out. right now they pay $1,200 per month so the 360 plan sounds so much better to her. if it were up to her she likes it but she wants to talk to her coworkers. She said that there was a family emergency with who she would consult with and so I can try next week but she is not sure when they would be back. Overall went well I think she would sign up next week may need to do a conference call with multiple people.