Aspire Dental

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 102439




    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







    Updated Estimate 
    Estimates | 2016-12-20 | Danny | #65654 |

    Saw Dr opened email f/u on Dec 5 via CP to view proposal. It had the old proposal without the $500 off. Resending this for Dr to login to see updated proposal.


    2017-02-14 | danny.n
    Went with PBHS for $1,225 offer.
    2017-01-27 | danny.n
    sk: 4:30pm
    2017-01-26 | danny.n
    called.. lm. sent her a f/u with new updated concept examples.
    2016-12-21 | danny.n
    sk: 9:07am
    2016-12-20 | danny.n
    sent her some new design concepts too.

    Leave a Comment:




    Holiday Special 
    Leads | 2016-12-05 | Danny | #64530 |

    Touch based with dr via email letting her know we have a $500 special right now. Her proposal will go from $4,500 to $4,000 with this offer.


    Leave a Comment:




    Lead Response 
    Leads | 2016-09-19 | Justin | #59483 |

    Hello Gentlemen,

    I apologize for not getting back to you both. Our office manager was involved in a very bad collision that left her temporarily disabled and on medical leave for 3 months so it’s been a bit crazy for the practice. Outside of taking care of patients and administrative stuff, it’s been difficult to find time to do anything else. I will make time tomorrow to get the contract back to you guys and also send over the logo that I wanted to see if we can revamp.

    Thank you for staying in touch and not giving up on us! I appreciate your due diligence 🙂

    Amy Tran, DDS
    www.dramytran.com


    2016-11-15 | danny.n
    called. lm on her cell.
    2016-11-08 | danny.n
    called... lm with front.
    2016-10-26 | danny.n
    sent her a f/u.
    2016-10-10 | danny.n
    sent another f/u. don't want to call cause her staff recently had a tragic accident and they are trying to get through the hardship.
    2016-09-21 | danny.n
    sent her a f/u. assured her process will be streamlined although the issue she is having at the office is hectic. Told her how I understand when you lose a key player on her team and how it disrupts the business.

    Leave a Comment:




    Justin F/U closed
    Task: Sales | 2016-09-14 | Danny | #59163 |

    She’s hot and ready to order. Read my previous note. She’s very nice. If needed, offer her 1st 2 months waived (tell her its a promo we had for CDA back in May and since she is in CA we can extend this for her. LMK.


    2016-09-19 | justinn
    Emailed F/U
    2016-09-14 | danny.n
    send email f/u at NAD.
    2016-09-14 | justinn
    LM with front - doctor is with patients

    Leave a Comment:




    Introduction Package Mailled 
    Notes | 2016-08-04 | Alec J. | #56515 |

    Leave a Comment:




    Phone Conference 
    Estimates | 2016-08-02 | Danny | #56382 |

    Called Dr. Tran per our scheduled phone conference. She is the president of a local dental society, will refer to us in the future through the society.

    Looking to revamp the site which is currently thru PBHS. Has a logo already, likes dental videos and social media rebranding. Went over both Gold and Platinum and was interested in between.

    Likes to integrate demandforce and lighthouse reviews which i confirm we can. Asked about appt scheduler, told her about simple default form, custom scheduler (additoinal cost) or patient portal. She has dentrix which i told her has the capability and to contact dentrix.

    Dr will most likely go with us, wants to review the proposa to get started.


    2016-09-08 | danny.n
    called. spoke to front. placed me on hold for dr. tran. Dr tran ended up having to step in to work on a patient. took my message for her to call me back.
    2016-09-02 | danny.n
    called. lm on cell.
    2016-08-25 | danny.n
    called. lm on cell.
    2016-08-24 | danny.n
    SK 1:02pm
    2016-08-24 | danny.n
    responded letting her know that we can make minor refinements depending on the logo (asked her to send to me). regarding the domain, the one she wanted was not available but i did give her some suggestions that are similar
    2016-08-24 | danny.n
    "Hello Danny, Thank you for following up with me. I do want to make an addition to the proposal that you sent me and it's regarding adding "logo design" to the proposal. There is an existing logo, but I would like to have your designers make some refinements to it. We've gone with the brand "Aspire Dental" but I'd like to change the brand to "Aspire Dentistry". If the domain name (www.aspiredentistry.com) is available, would Optimized360 be able to assist me in the process of purchasing/securing it? Regards, Amy Tran, DDS "
    2016-08-22 | danny.n
    called. lm with front.
    2016-08-15 | danny.n
    called dr's cell. lm.
    2016-08-15 | danny.n
    called office line. lm.
    2016-08-10 | danny.n
    sent her an email as well.
    2016-08-10 | danny.n
    called cell. lm.
    2016-08-03 | danny.n
    SK: 12:25pm
    2016-08-03 | danny.n
    Told dr i'll be out of the office this friday until next wednesday so if she'd like to start the project before i leave to let me know. if not i'll touch base when i get back next week.
    2016-08-03 | danny.n
    "Thanks Danny Sent from my iphone"

    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 | 2016-12-20 | Danny | Updated Estimate Sent

    Custom Gold


    Initial: 2 Payments of $1,999
    Monthly: $99


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    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:

    Exclusivity

    Design Will Be Exclusive to Your Area

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Videos

    High-Quality Patient Education Videos

    Social Media Custom

    Facebook, Google Plus & Twitter

    - Xmas Special ($500 additional off). Reg: $4,500. Includes all default features listed on page 2.

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-02-14 | danny.n
    Went with PBHS for $1,225 offer.
    2017-01-27 | danny.n
    sk: 4:30pm
    2017-01-26 | danny.n
    called.. lm. sent her a f/u with new updated concept examples.
    2016-12-21 | danny.n
    sk: 9:07am
    2016-12-20 | danny.n
    sent her some new design concepts too.
    Leads | 2016-12-05 | Danny | Holiday Special


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2016-09-19 | Justin | Lead Response


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-11-15 | danny.n
    called. lm on her cell.
    2016-11-08 | danny.n
    called... lm with front.
    2016-10-26 | danny.n
    sent her a f/u.
    2016-10-10 | danny.n
    sent another f/u. don't want to call cause her staff recently had a tragic accident and they are trying to get through the hardship.
    2016-09-21 | danny.n
    sent her a f/u. assured her process will be streamlined although the issue she is having at the office is hectic. Told her how I understand when you lose a key player on her team and how it disrupts the business.
    Estimates | 2016-08-02 | Danny | Phone Conference Expired

    Custom Gold


    Initial: 2 Payments of $2,249
    Monthly: $99


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    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:

    Exclusivity

    Design Will Be Exclusive to Your Area

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Videos

    High-Quality Patient Dental Videos

    Social Media Custom

    Facebook, Google Plus & Twitter


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-09-08 | danny.n
    called. spoke to front. placed me on hold for dr. tran. Dr tran ended up having to step in to work on a patient. took my message for her to call me back.
    2016-09-02 | danny.n
    called. lm on cell.
    2016-08-25 | danny.n
    called. lm on cell.
    2016-08-24 | danny.n
    SK 1:02pm
    2016-08-24 | danny.n
    responded letting her know that we can make minor refinements depending on the logo (asked her to send to me). regarding the domain, the one she wanted was not available but i did give her some suggestions that are similar
    2016-08-24 | danny.n
    "Hello Danny, Thank you for following up with me. I do want to make an addition to the proposal that you sent me and it's regarding adding "logo design" to the proposal. There is an existing logo, but I would like to have your designers make some refinements to it. We've gone with the brand "Aspire Dental" but I'd like to change the brand to "Aspire Dentistry". If the domain name (www.aspiredentistry.com) is available, would Optimized360 be able to assist me in the process of purchasing/securing it? Regards, Amy Tran, DDS "
    2016-08-22 | danny.n
    called. lm with front.
    2016-08-15 | danny.n
    called dr's cell. lm.
    2016-08-15 | danny.n
    called office line. lm.
    2016-08-10 | danny.n
    sent her an email as well.
    2016-08-10 | danny.n
    called cell. lm.
    2016-08-03 | danny.n
    SK: 12:25pm
    2016-08-03 | danny.n
    Told dr i'll be out of the office this friday until next wednesday so if she'd like to start the project before i leave to let me know. if not i'll touch base when i get back next week.
    2016-08-03 | danny.n
    "Thanks Danny Sent from my iphone"