2017-08-02 | danny.n
sk: 7am 2017-05-31 | danny.n
sk: 8:05am 2017-05-30 | danny.n
sk: 9:44am 2017-05-30 | danny.n
sk: 8:18pm yest (Monday) 2017-05-26 | danny.n
sk again at 7:20pm last night 2017-05-25 | danny.n
sk: 10:34am 2017-05-25 | danny.n
sent dr a f/u. showed some recent ortho sites. 2017-03-16 | danny.n
"Danny,
Thank you for your help; we appreciate the information you provided. I will contact you if there are any changes in decisions down the road.
Sincerely,
Li-Ping
" 2017-03-14 | danny.n
asked her if there was anything in particular that i can do to accomodate her. 2017-03-14 | danny.n
"Danny,
Thanks for your email and for the information. We have appreciated your continued follow up, but for now, we will be holding off on pursuing a website with Optimized360.
Kindly,
Li-Ping" 2017-03-14 | danny.n
sk 1:43pm 2017-03-13 | danny.n
sk again at 11:13am 2017-03-13 | danny.n
sk: 10:51am 2017-03-13 | danny.n
called. lm on her cell. sent some examples of recently completed sites 2017-02-24 | danny.n
told her i'll touch base in 2 weeks hopefully timing would be better 2017-02-24 | danny.n
"Danny,
I apologize for the delay in my response. Thank you for your emails and your phone call. I need to get some ducks in a row, and I will email you back when I have a better idea of how I would like to proceed. Thank you for keeping in touch; I'll email you if I have questions!
Thanks!" 2017-02-23 | danny.n
sent f/u with some new concepts for ortho. 2017-02-16 | danny.n
called. lm on her cell. 2017-02-13 | danny.n
sk: 1:31pm 2017-02-13 | danny.n
Called.. went straight to vm. lm. sent f/u. 2017-02-13 | danny.n
sk: 10:38pm yest 2017-02-08 | danny.n
sk: 5:12pm yest 2017-02-06 | danny.n
sk: 2:36pm Yest (Sunday 2/5) 2017-02-01 | danny.n
called... lm on her cell. Sent dr a f/u. showed some new examples. 2017-01-16 | danny.n
sk: 6:26pm yesterday 1/15 2017-01-03 | danny.n
called.. lm on cell. sent another f/u. 2017-01-03 | danny.n
sk: yesterday Monday 1/2 2016-12-14 | danny.n
sk: 9:37am 2016-12-14 | danny.n
called.. office closed today based on answering machine. LM. sent f/u 2016-11-14 | danny.n
Told dr i'll touch base again early next month. 2016-11-14 | danny.n
"Sorry for the delay in response. There have been a few things that popped up at the office demanding my attention.
I will contact you back at a time when I am ready to reevaluate my options.
Thank you for your patience.
Sincerely,
Li-Ping" 2016-11-08 | danny.n
sent another f/u. 2016-11-04 | danny.n
sk: 9:30am 2016-11-03 | danny.n
sk: 11:16am 2016-11-03 | danny.n
Called... lm. sent another f/u. 2016-10-27 | danny.n
sk: 10:37am 2016-10-25 | danny.n
sk: 3:25pm 2016-10-25 | danny.n
sent her a f/u. 2016-10-20 | danny.n
replied assuring her of how streamlined the process is. Showed her some more of our new client's design concept. 2016-10-20 | danny.n
"Yes! I wanted to make sure that I was considering what we best recommended by you both. Thanks! :)" 2016-10-20 | danny.n
replied back to dr explaining the difference between the 2. Because lead was transferred to me, didn't know the convo shelby had with the dr which recommended 360plan. Explained to dr that. 2016-10-20 | danny.n
"Danny,
Thank you for your continued patience. Things have been a bit hectic since I've been back. I did look over the contract, and all of the information that both you and Shelby gave me makes sense. Just wondering--she had suggested that I go for the 360 Plan, but you suggested to go with the Gold/Platinum--any reason for the difference in what you both are recommending?
Regards,
Li-Ping" 2016-10-20 | danny.n
sk: 11:12am 2016-10-06 | danny.n
sent her a f/u 2016-10-03 | danny.n
SK: 10:58am ... immediately after i sent email. 2016-10-03 | danny.n
replied back to her with the contract that shelby had sent her with all 3 packages. Told her to let me know which package after consulting with her associates so I can revise the contract with the 10% off along with the 2017 monthly fees waived. 2016-10-03 | danny.n
"Danny,
Thank you for your email and for getting in touch with me. I apologize for not getting to you sooner; I have been in Rwanda all week for a dental missions trip.
If your offer still stands, I'll run it by my associates and get back to you soon.
Kindly,
Li-Ping" 2016-09-29 | danny.n
sent her a f/u. 2016-09-29 | danny.n
sk: 10:12am 2016-09-23 | danny.n
sk: 2:45pm 2016-09-23 | danny.n
sent her an email to introduce myself. Told her i'm the consultant director. Offered her end of month special which is 10% off initial. gave her examples of new clients and highlights of our company vs orthers. 2016-09-23 | danny.n
sent an email to introduce.
2016-09-08 | shelby.k
lm 2016-09-01 | shelby.k
lm 2016-08-25 | shelby.k
sent an email w/ sk 2016-08-22 | shelby.k
Shelby,
Received your email. Please be patient with me as I need time to speak with the other doctors. I will call you back if I have any other questions.
Regards,
Li-Ping 2016-08-22 | shelby.k
sk and called 2016-08-22 | shelby.k
sent an email 2016-08-18 | shelby.k
Dr. replied with email--
Shelby,
Thank you for following up with me. I am sorry I have not returned your call; I have not had the chance to speak to the other doctors yet as they have been away this past week. I will give you a call back and follow up with you if we have any other questions.
Kindly,
Li-Ping 2016-08-17 | shelby.k
lm 2016-08-15 | shelby.k
lm 2016-08-08 | shelby.k
Dr. Called me back. There are mutiple doctors in the practice but it is a pretty small practice. The owner will also need to be making the decision.
She is not sure what they want she is just gathering the information and does not know much about SEO PPC or template vs custom. went over it all with her. she said it was helpfull and will call back.
Wants a couple weeks to be able to show all the doctors and the owners as well as look around at the other companies.
She prefers 12:30-1:30 CST to be contacted.
Leave a Comment:
MILESTONES
Website Backup:
Introduction:
Questionnaire:
Concept:
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Developed:
Sitemap, Submissions, 301:
Check Other Products:
Analytics Applied:
Review:
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DC is Live:
Cancelled
Intro:
Concept:
Approval:
Sent Files: File URL:
Decline to Use (note reason why):
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ADDITIONAL EMAIL TO:
Additional Recipients:
Previous Concepts:
Additional Recipients:
Message for Client:
Instructions to Place on Website (ticket)
Username:
Password:
Reviewed:
Placed on Website:
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Send Email Confirmation
ADDITIONAL EMAIL TO:
Reviewed:
Active:
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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
Leads | 2016-09-20 | Danny |
Lead Transferred To Danny
Initial: Payments of
Monthly:
x
Regular Price:
Initial: Payments of
Monthly:
Regular Price:
Initial: Payments of
Monthly:
COMMENTS:
2017-08-02 | danny.n
sk: 7am
2017-05-31 | danny.n
sk: 8:05am
2017-05-30 | danny.n
sk: 9:44am
2017-05-30 | danny.n
sk: 8:18pm yest (Monday)
2017-05-26 | danny.n
sk again at 7:20pm last night
2017-05-25 | danny.n
sk: 10:34am
2017-05-25 | danny.n
sent dr a f/u. showed some recent ortho sites.
2017-03-16 | danny.n
"Danny,
Thank you for your help; we appreciate the information you provided. I will contact you if there are any changes in decisions down the road.
Sincerely,
Li-Ping
"
2017-03-14 | danny.n
asked her if there was anything in particular that i can do to accomodate her.
2017-03-14 | danny.n
"Danny,
Thanks for your email and for the information. We have appreciated your continued follow up, but for now, we will be holding off on pursuing a website with Optimized360.
Kindly,
Li-Ping"
2017-03-14 | danny.n
sk 1:43pm
2017-03-13 | danny.n
sk again at 11:13am
2017-03-13 | danny.n
sk: 10:51am
2017-03-13 | danny.n
called. lm on her cell. sent some examples of recently completed sites
2017-02-24 | danny.n
told her i'll touch base in 2 weeks hopefully timing would be better
2017-02-24 | danny.n
"Danny,
I apologize for the delay in my response. Thank you for your emails and your phone call. I need to get some ducks in a row, and I will email you back when I have a better idea of how I would like to proceed. Thank you for keeping in touch; I'll email you if I have questions!
Thanks!"
2017-02-23 | danny.n
sent f/u with some new concepts for ortho.
2017-02-16 | danny.n
called. lm on her cell.
2017-02-13 | danny.n
sk: 1:31pm
2017-02-13 | danny.n
Called.. went straight to vm. lm. sent f/u.
2017-02-13 | danny.n
sk: 10:38pm yest
2017-02-08 | danny.n
sk: 5:12pm yest
2017-02-06 | danny.n
sk: 2:36pm Yest (Sunday 2/5)
2017-02-01 | danny.n
called... lm on her cell. Sent dr a f/u. showed some new examples.
2017-01-16 | danny.n
sk: 6:26pm yesterday 1/15
2017-01-03 | danny.n
called.. lm on cell. sent another f/u.
2017-01-03 | danny.n
sk: yesterday Monday 1/2
2016-12-14 | danny.n
sk: 9:37am
2016-12-14 | danny.n
called.. office closed today based on answering machine. LM. sent f/u
2016-11-14 | danny.n
Told dr i'll touch base again early next month.
2016-11-14 | danny.n
"Sorry for the delay in response. There have been a few things that popped up at the office demanding my attention.
I will contact you back at a time when I am ready to reevaluate my options.
Thank you for your patience.
Sincerely,
Li-Ping"
2016-11-08 | danny.n
sent another f/u.
2016-11-04 | danny.n
sk: 9:30am
2016-11-03 | danny.n
sk: 11:16am
2016-11-03 | danny.n
Called... lm. sent another f/u.
2016-10-27 | danny.n
sk: 10:37am
2016-10-25 | danny.n
sk: 3:25pm
2016-10-25 | danny.n
sent her a f/u.
2016-10-20 | danny.n
replied assuring her of how streamlined the process is. Showed her some more of our new client's design concept.
2016-10-20 | danny.n
"Yes! I wanted to make sure that I was considering what we best recommended by you both. Thanks! :)"
2016-10-20 | danny.n
replied back to dr explaining the difference between the 2. Because lead was transferred to me, didn't know the convo shelby had with the dr which recommended 360plan. Explained to dr that.
2016-10-20 | danny.n
"Danny,
Thank you for your continued patience. Things have been a bit hectic since I've been back. I did look over the contract, and all of the information that both you and Shelby gave me makes sense. Just wondering--she had suggested that I go for the 360 Plan, but you suggested to go with the Gold/Platinum--any reason for the difference in what you both are recommending?
Regards,
Li-Ping"
2016-10-20 | danny.n
sk: 11:12am
2016-10-06 | danny.n
sent her a f/u
2016-10-03 | danny.n
SK: 10:58am ... immediately after i sent email.
2016-10-03 | danny.n
replied back to her with the contract that shelby had sent her with all 3 packages. Told her to let me know which package after consulting with her associates so I can revise the contract with the 10% off along with the 2017 monthly fees waived.
2016-10-03 | danny.n
"Danny,
Thank you for your email and for getting in touch with me. I apologize for not getting to you sooner; I have been in Rwanda all week for a dental missions trip.
If your offer still stands, I'll run it by my associates and get back to you soon.
Kindly,
Li-Ping"
2016-09-29 | danny.n
sent her a f/u.
2016-09-29 | danny.n
sk: 10:12am
2016-09-23 | danny.n
sk: 2:45pm
2016-09-23 | danny.n
sent her an email to introduce myself. Told her i'm the consultant director. Offered her end of month special which is 10% off initial. gave her examples of new clients and highlights of our company vs orthers.
2016-09-23 | danny.n
sent an email to introduce.
Estimates | 2016-08-08 | shelby.k |
Estimate #1 Sent
2016-08-22 | shelby.k
Shelby,
Received your email. Please be patient with me as I need time to speak with the other doctors. I will call you back if I have any other questions.
Regards,
Li-Ping
2016-08-22 | shelby.k
sk and called
2016-08-22 | shelby.k
sent an email
2016-08-18 | shelby.k
Dr. replied with email--
Shelby,
Thank you for following up with me. I am sorry I have not returned your call; I have not had the chance to speak to the other doctors yet as they have been away this past week. I will give you a call back and follow up with you if we have any other questions.
Kindly,
Li-Ping
2016-08-17 | shelby.k
lm
2016-08-15 | shelby.k
lm
2016-08-08 | shelby.k
Dr. Called me back. There are mutiple doctors in the practice but it is a pretty small practice. The owner will also need to be making the decision.
She is not sure what they want she is just gathering the information and does not know much about SEO PPC or template vs custom. went over it all with her. she said it was helpfull and will call back.
Wants a couple weeks to be able to show all the doctors and the owners as well as look around at the other companies.
She prefers 12:30-1:30 CST to be contacted.
sk: 7am
2017-05-31 | danny.n
sk: 8:05am
2017-05-30 | danny.n
sk: 9:44am
2017-05-30 | danny.n
sk: 8:18pm yest (Monday)
2017-05-26 | danny.n
sk again at 7:20pm last night
2017-05-25 | danny.n
sk: 10:34am
2017-05-25 | danny.n
sent dr a f/u. showed some recent ortho sites.
2017-03-16 | danny.n
"Danny, Thank you for your help; we appreciate the information you provided. I will contact you if there are any changes in decisions down the road. Sincerely, Li-Ping "
2017-03-14 | danny.n
asked her if there was anything in particular that i can do to accomodate her.
2017-03-14 | danny.n
"Danny, Thanks for your email and for the information. We have appreciated your continued follow up, but for now, we will be holding off on pursuing a website with Optimized360. Kindly, Li-Ping"
2017-03-14 | danny.n
sk 1:43pm
2017-03-13 | danny.n
sk again at 11:13am
2017-03-13 | danny.n
sk: 10:51am
2017-03-13 | danny.n
called. lm on her cell. sent some examples of recently completed sites
2017-02-24 | danny.n
told her i'll touch base in 2 weeks hopefully timing would be better
2017-02-24 | danny.n
"Danny, I apologize for the delay in my response. Thank you for your emails and your phone call. I need to get some ducks in a row, and I will email you back when I have a better idea of how I would like to proceed. Thank you for keeping in touch; I'll email you if I have questions! Thanks!"
2017-02-23 | danny.n
sent f/u with some new concepts for ortho.
2017-02-16 | danny.n
called. lm on her cell.
2017-02-13 | danny.n
sk: 1:31pm
2017-02-13 | danny.n
Called.. went straight to vm. lm. sent f/u.
2017-02-13 | danny.n
sk: 10:38pm yest
2017-02-08 | danny.n
sk: 5:12pm yest
2017-02-06 | danny.n
sk: 2:36pm Yest (Sunday 2/5)
2017-02-01 | danny.n
called... lm on her cell. Sent dr a f/u. showed some new examples.
2017-01-16 | danny.n
sk: 6:26pm yesterday 1/15
2017-01-03 | danny.n
called.. lm on cell. sent another f/u.
2017-01-03 | danny.n
sk: yesterday Monday 1/2
2016-12-14 | danny.n
sk: 9:37am
2016-12-14 | danny.n
called.. office closed today based on answering machine. LM. sent f/u
2016-11-14 | danny.n
Told dr i'll touch base again early next month.
2016-11-14 | danny.n
"Sorry for the delay in response. There have been a few things that popped up at the office demanding my attention. I will contact you back at a time when I am ready to reevaluate my options. Thank you for your patience. Sincerely, Li-Ping"
2016-11-08 | danny.n
sent another f/u.
2016-11-04 | danny.n
sk: 9:30am
2016-11-03 | danny.n
sk: 11:16am
2016-11-03 | danny.n
Called... lm. sent another f/u.
2016-10-27 | danny.n
sk: 10:37am
2016-10-25 | danny.n
sk: 3:25pm
2016-10-25 | danny.n
sent her a f/u.
2016-10-20 | danny.n
replied assuring her of how streamlined the process is. Showed her some more of our new client's design concept.
2016-10-20 | danny.n
"Yes! I wanted to make sure that I was considering what we best recommended by you both. Thanks! :)"
2016-10-20 | danny.n
replied back to dr explaining the difference between the 2. Because lead was transferred to me, didn't know the convo shelby had with the dr which recommended 360plan. Explained to dr that.
2016-10-20 | danny.n
"Danny, Thank you for your continued patience. Things have been a bit hectic since I've been back. I did look over the contract, and all of the information that both you and Shelby gave me makes sense. Just wondering--she had suggested that I go for the 360 Plan, but you suggested to go with the Gold/Platinum--any reason for the difference in what you both are recommending? Regards, Li-Ping"
2016-10-20 | danny.n
sk: 11:12am
2016-10-06 | danny.n
sent her a f/u
2016-10-03 | danny.n
SK: 10:58am ... immediately after i sent email.
2016-10-03 | danny.n
replied back to her with the contract that shelby had sent her with all 3 packages. Told her to let me know which package after consulting with her associates so I can revise the contract with the 10% off along with the 2017 monthly fees waived.
2016-10-03 | danny.n
"Danny, Thank you for your email and for getting in touch with me. I apologize for not getting to you sooner; I have been in Rwanda all week for a dental missions trip. If your offer still stands, I'll run it by my associates and get back to you soon. Kindly, Li-Ping"
2016-09-29 | danny.n
sent her a f/u.
2016-09-29 | danny.n
sk: 10:12am
2016-09-23 | danny.n
sk: 2:45pm
2016-09-23 | danny.n
sent her an email to introduce myself. Told her i'm the consultant director. Offered her end of month special which is 10% off initial. gave her examples of new clients and highlights of our company vs orthers.
2016-09-23 | danny.n
sent an email to introduce.
Leave a Comment: