North Shore Comprehensive Dentistry

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    Profile ID: 102550




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    Updated Proposal 
    Estimates | 2016-09-15 | Danny | #59299 |

    Correction to previous estimate


    2017-01-30 | danny.n
    sk: 3:54pm
    2017-01-30 | danny.n
    sk: 12:48pm
    2017-01-30 | danny.n
    seem to have gotten a site built themselves with Joomla.
    2017-01-30 | danny.n
    sent her a f/u.
    2016-10-05 | danny.n
    "Danny, we decided to hold on for now since we are going through some major changes internally. But thank you for your help. I will keep you in mind if we are back on the track. "
    2016-10-05 | danny.n
    sk: 10:23am
    2016-10-05 | danny.n
    called... lm. sent another f/u
    2016-10-05 | danny.n
    sk: 9:48am
    2016-09-29 | danny.n
    SK: 11:02am
    2016-09-29 | danny.n
    f/u with Dr. Han to see if Dr. Sheehan is any closer to a decision. Gave her more assurance on what we do and how we can help not only brand their practice but also the visitor converion.
    2016-09-28 | justinn
    transferring back to you
    2016-09-22 | danny.n
    Dr. Han returned my call. Very nice. Stated that dr sheehan is still debating on which route to go with either revamping the site to incorporate the other location or simply integrating software communication within the site. Dr sheehan will discuss with his family to see which route is best. She is vouching for us but decision is on Dr. sheehan. Assured her again that website makeover is more improtant than patient communication because website will generate more patients. Also reiterated our work which is better than sesame cause we do unique custom design. I had offered Dr. Han to tell Dr. Sheehan our 30-day MBG so he can see the draft which he will be impressed. Dr. Han brought up another company TNT who she says does custom from scratch. Pointed out to her that it is not custom from scratch but "CUSTOM" which means they customize off of a template. She completed understood my explanation that it is diff from us. Dr also mentioned they are only in the office on thursday which is when they all meet (which was today). She appreciate the information and i told her again that if there are any feedback or concerns to address them to me so i can explain and/or accommodate them better. Will f/u with her next Thurs/Fri
    2016-09-22 | danny.n
    called. lm on dr. han's cell.
    2016-09-22 | justinn
    transferring lead back to Danny
    2016-09-19 | justinn
    LM
    2016-09-15 | danny.n
    replied back to dr (cc'd justin) showing her the main features along with all the default features. Told her to call/email me/justin if she has any further questions.
    2016-09-15 | danny.n
    "Danny, Can you tell me what is included with monthly payments?"

    Leave a Comment:




    Scheduled Ph Conf at 9:30am with Justin 
    Leads | 2016-09-15 | Danny | #59292 |

    Dr. Had is convinced with our company but her partner is very old school. Had a screen share presentation with Sesame comm the other day so she asked if we can do the same cause her partner is very visual. Setup the ph conf at 9:30am PST. Talked to Justin regarding all previous notes and pointers to discuss. Hot lead and almost RTO.


    2016-09-15 | justinn
    Danny, please contact Dr. Han regarding SoftDent & confirm exclusivity based on what I told you and what you explained to me
    2016-09-15 | justinn
    Spoke with Dr. Han, 2 other doctors & office manager - went over the proposal - background of our company to the other doctors - showed client some design samples - showed the the pagespeed test - went over questions regarding softdent if they have patient portal capabilities - discussed exclusivity - one of the doctors wants to show up for Invisalign for their area - tried to see if they wanted to finalize - they wanted to discuss amongst one another - will touch base Monday

    Leave a Comment:




    Phone Conference 
    Estimates | 2016-09-02 | Danny | #58462 |

    Dr. Han returned my call within 10 mins. Very nice. Recently an associate of an existing practice. Dr is very old school, referral based primarily. Dr pursuaded dr the importance of the online era so she was tasked to research. Dr also has another location inside St. Francis’ hospital which deals with more complex cases and the hospital staff.

    We had discussed 2 sites but it seems pricey so dr asked if St. Francis can be within the site as its own page. St. Francis already has a logo but main location needs one. quoted dr Gold with Logo.

    Dr will review and discuss with main doctor. OVerall went great. dr was very nice. Gave her all the pointers on what we do vs others. She did mentioned she wanted a company that specializes in healthcare.


    2016-09-13 | danny.n
    spoke to Dr. Han cause she returned my call. Dr asked about Seseme communication. Went over with her what they do vs us. Stated that they offer pt reminder, billing, etc. Told her we don't specialize in that like how they don't specialize in website. Gave her alternatives that can be done. Dr seems to like us but her partner Dr. Sheehan is old school and not technologially savvy. He liked how Sesame did a screensharing presentation which she asked if we can do the same and answer his questions. We are scheduled for this thur at 12:30pm
    2016-09-13 | danny.n
    called. lm on cell.
    2016-09-09 | danny.n
    SK: 12:43pm
    2016-09-09 | danny.n
    SK: 7:53am
    2016-09-08 | danny.n
    "Yes. That makes sense. I'll update you as soon as we have an answer. "
    2016-09-08 | danny.n
    SK: 2:37pm
    2016-09-08 | danny.n
    SK: 11:42am
    2016-09-08 | danny.n
    SK:9:30am
    2016-09-08 | danny.n
    replied back suggesting to dr an option which is to have 2 separate domains leading to the same site but a specific page for the st. francis' hospital.
    2016-09-08 | danny.n
    "Sorry Danny I missed your call. Dr. Sheehan and I are discussing about marketing the hospital office totally different maybe come up with a different name as well.so please give us a few days to decide which way we want to go. Thanks."
    2016-09-07 | danny.n
    called. lm on dr's cell.
    2016-09-06 | danny.n
    SK: 3:18pm
    2016-09-06 | danny.n
    SK: 10:35am.
    2016-09-06 | danny.n
    SK: 8:59am
    2016-09-06 | danny.n
    replied back to dr with thorough explanation on what is included and confirmed that this is included in the monthly fees.
    2016-09-06 | danny.n
    Danny, If we want to update the website weekly, let's say updating ADA news, can we do it on our own or can you guys do it?"
    2016-09-02 | danny.n
    SK: 1:08pm
    2016-09-02 | danny.n
    "Hi, Danny. I received it Pearl Han"

    Leave a Comment:




    Initial Contact 
    Leads | 2016-09-02 | Danny | #58452 |

    Called. LM on cell. Sent her an initial email.


    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 | 2016-09-15 | Danny | Updated Proposal Sent

    Gold


    Initial: 2 Payments of $2,249
    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

    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:

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Logo Design

    Work with a Designer to Build a Logo

    Secondary site within main site for St. Francis

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-01-30 | danny.n
    sk: 3:54pm
    2017-01-30 | danny.n
    sk: 12:48pm
    2017-01-30 | danny.n
    seem to have gotten a site built themselves with Joomla.
    2017-01-30 | danny.n
    sent her a f/u.
    2016-10-05 | danny.n
    "Danny, we decided to hold on for now since we are going through some major changes internally. But thank you for your help. I will keep you in mind if we are back on the track. "
    2016-10-05 | danny.n
    sk: 10:23am
    2016-10-05 | danny.n
    called... lm. sent another f/u
    2016-10-05 | danny.n
    sk: 9:48am
    2016-09-29 | danny.n
    SK: 11:02am
    2016-09-29 | danny.n
    f/u with Dr. Han to see if Dr. Sheehan is any closer to a decision. Gave her more assurance on what we do and how we can help not only brand their practice but also the visitor converion.
    2016-09-28 | justinn
    transferring back to you
    2016-09-22 | danny.n
    Dr. Han returned my call. Very nice. Stated that dr sheehan is still debating on which route to go with either revamping the site to incorporate the other location or simply integrating software communication within the site. Dr sheehan will discuss with his family to see which route is best. She is vouching for us but decision is on Dr. sheehan. Assured her again that website makeover is more improtant than patient communication because website will generate more patients. Also reiterated our work which is better than sesame cause we do unique custom design. I had offered Dr. Han to tell Dr. Sheehan our 30-day MBG so he can see the draft which he will be impressed. Dr. Han brought up another company TNT who she says does custom from scratch. Pointed out to her that it is not custom from scratch but "CUSTOM" which means they customize off of a template. She completed understood my explanation that it is diff from us. Dr also mentioned they are only in the office on thursday which is when they all meet (which was today). She appreciate the information and i told her again that if there are any feedback or concerns to address them to me so i can explain and/or accommodate them better. Will f/u with her next Thurs/Fri
    2016-09-22 | danny.n
    called. lm on dr. han's cell.
    2016-09-22 | justinn
    transferring lead back to Danny
    2016-09-19 | justinn
    LM
    2016-09-15 | danny.n
    replied back to dr (cc'd justin) showing her the main features along with all the default features. Told her to call/email me/justin if she has any further questions.
    2016-09-15 | danny.n
    "Danny, Can you tell me what is included with monthly payments?"
    Leads | 2016-09-15 | Danny | Scheduled Ph Conf at 9:30am with Justin


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-09-15 | justinn
    Danny, please contact Dr. Han regarding SoftDent & confirm exclusivity based on what I told you and what you explained to me
    2016-09-15 | justinn
    Spoke with Dr. Han, 2 other doctors & office manager - went over the proposal - background of our company to the other doctors - showed client some design samples - showed the the pagespeed test - went over questions regarding softdent if they have patient portal capabilities - discussed exclusivity - one of the doctors wants to show up for Invisalign for their area - tried to see if they wanted to finalize - they wanted to discuss amongst one another - will touch base Monday
    Estimates | 2016-09-02 | Danny | Phone Conference Expired

    Gold


    Initial: 2 Payments of $2,249
    Monthly: $78


    Mobile Responsive

    Matching Design | Auto Dial | Map

    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:

    Full Custom Design

    Designed from Scratch

    Ownership

    Own the Custom Design We Create

    Logo Design

    Work with a Designer to Build a Logo

    Secondary site within main site for St. Francis

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-09-13 | danny.n
    spoke to Dr. Han cause she returned my call. Dr asked about Seseme communication. Went over with her what they do vs us. Stated that they offer pt reminder, billing, etc. Told her we don't specialize in that like how they don't specialize in website. Gave her alternatives that can be done. Dr seems to like us but her partner Dr. Sheehan is old school and not technologially savvy. He liked how Sesame did a screensharing presentation which she asked if we can do the same and answer his questions. We are scheduled for this thur at 12:30pm
    2016-09-13 | danny.n
    called. lm on cell.
    2016-09-09 | danny.n
    SK: 12:43pm
    2016-09-09 | danny.n
    SK: 7:53am
    2016-09-08 | danny.n
    "Yes. That makes sense. I'll update you as soon as we have an answer. "
    2016-09-08 | danny.n
    SK: 2:37pm
    2016-09-08 | danny.n
    SK: 11:42am
    2016-09-08 | danny.n
    SK:9:30am
    2016-09-08 | danny.n
    replied back suggesting to dr an option which is to have 2 separate domains leading to the same site but a specific page for the st. francis' hospital.
    2016-09-08 | danny.n
    "Sorry Danny I missed your call. Dr. Sheehan and I are discussing about marketing the hospital office totally different maybe come up with a different name as well.so please give us a few days to decide which way we want to go. Thanks."
    2016-09-07 | danny.n
    called. lm on dr's cell.
    2016-09-06 | danny.n
    SK: 3:18pm
    2016-09-06 | danny.n
    SK: 10:35am.
    2016-09-06 | danny.n
    SK: 8:59am
    2016-09-06 | danny.n
    replied back to dr with thorough explanation on what is included and confirmed that this is included in the monthly fees.
    2016-09-06 | danny.n
    Danny, If we want to update the website weekly, let's say updating ADA news, can we do it on our own or can you guys do it?"
    2016-09-02 | danny.n
    SK: 1:08pm
    2016-09-02 | danny.n
    "Hi, Danny. I received it Pearl Han"
    Leads | 2016-09-02 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: