William E. Poole D.D.S., P.C.

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 102560




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

    DOMAIN INFO


    LATEST NOTES



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    Start Cancellation







    Cancellation closed
    Task: Website | 2017-12-11 | Chandra | #109606 |

    Please close out the account.


    2017-12-12 | catherine.c
    removed statuscake, jotforms removed, we don't have domain. site archived.

    Leave a Comment:




    Cancellation 
    Notes | 2017-12-11 | Chandra | #109562 |

    Hi Justin,

    We have a new site for William Poole on another a regular WP Engine hosting plan. We will no longer be hosting with Optimize360.


    2017-12-11 | chandra.t
    "No, we have already switched over. The reason for leaving is the lack of access to Wordpress that Optimized360 provides due to the multi-site configuration. We needed something that can fit the way that we work with the tools and processes that we have."
    2017-12-11 | chandra.t
    Charges stopped.

    Leave a Comment:




    support jotform ticket – fix rateabiz code closed
    Ticket: Website | 2017-09-13 | Catherine C. | #87367 |

    Went to make change from the dark to light color scheme in Ratebiz code on testimonial page and now the code is just printing as text on the page.

    I have removed the code:

    (function(w, d){w._rab_review_q = w._rab_review_q || []; w._rab_review_q.push({id: ‘949bac3ee99a7cc4e654c4ca80917cfe’, reviewDivId: ‘review-widget-container’, template: ‘dark’, seoFriendlyName: ‘william-e-poole-dds-pc-leola-pa’}); var el = d.createElement(“script”); el.async=true; el.src=”//s3.amazonaws.com/cdn.rateabiz.com/reviews/loader.js”; el.type=”text/javascript”; var s0 = d.getElementsByTagName(“script”)[0]; s0.parentNode.insertBefore(el, s0);})(window, document);

    I’ll need this fixed and then an explanation of what is going on with this error with Divi’s code module.

    Thanks


    2017-09-15 | catherine.c
    there is an option to change to "light" in code. Explained to him editor & admin level uses unable to edit code, only Super Admin can for security reason.
    2017-09-13 | catherine.c
    replied - script is created under rate a biz and unable to change color.

    Leave a Comment:




    add review widget closed
    Ticket: Website | 2017-09-11 | Catherine C. | #86232 |


    2017-09-11 | catherine.c
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Update Their Analytics Coding closed
    Task: Website | 2017-03-16 | Justin | #71574 |

    Thanks again, Justin.

    In anticipation of linking to our GA account, here is the tracking ID from our account: UA-93346706-1

    Thanks!


    2017-03-16 | catherine.c
    code added.

    Leave a Comment:




    Regarding Taking Site 
    Notes | 2017-03-13 | Justin | #71329 |

    Sam Shoemaker called. He’s the consultant rep for Dr. William Poole (Acct. 102560). He is looking to migrate their site to their own hosting. They are working with a marketing firm that will do cheap SEO for them, and install a bunch of plugins that would require admin access. They have a template site, though, so that will be a problem. I let him know that someone would follow up with him today. His cell number is 717-606-4038.


    2017-03-15 | justinn
    Spoke with Sam - got him to stay iwth us - told him to not be concerned cuhz he has best ranking - discussed and have a mutual understanding
    2017-03-13 | justinn
    LM - will advise to stay and they do OFF-SITE SEO - or they take site for $1,500

    Leave a Comment:




    welcome letter emailed 
    Marketing | 2017-03-07 | Alec J. | #70952 |

    Leave a Comment:




    Going Live Items closed
    Task: Social | 2017-03-07 | Jan S. | #70926 |

    1. Please add domain(s) to statuscake.com
    2. Complete 301 Redirects
    3. Setup Analytics & Reporting


    2017-03-07 | jan.s
    #2 was completed, closing task.
    2017-03-07 | catherine.c
    #1 & #3 completed.

    Leave a Comment:




    Email: Your Website is Live 
    Design | 2017-03-07 | Jan S. | #70925 |

    Hello Sam,

    Congratulations! Your website is live and accessible to the public.

    Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form.

    URL: http://williampooledds.com

    If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor.

    Thank you!

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    Hide Home Page Slider closed
    Task: Website | 2017-02-20 | Jan S. | #69850 |

    Sam requested the hero slider on the home page to be removed. Use display none for this.

    /* Quoted one to three business days to complete. Please provide an update once this is completed. */


    2017-02-21 | jan.s
    The home page slider was hidden. Followed up via email to provide an update, closing task.

    Leave a Comment:




    Photo Change Request closed
    Task: Website | 2017-01-31 | Jan S. | #68334 |

    Sam provided 5 photos via email. Please complete the photo change request.


    2017-02-20 | jan.s
    Spoke with Sam regarding the photo change request, doesn't want to go through with it, closing task.
    2017-02-15 | jan.s
    Sam is unresponsive, please advise
    2017-02-15 | jan.s
    Sam is unresponsive, please advise
    2017-02-15 | jan.s
    Called and left a message, followed up via email as well, currently waiting for an update.
    2017-02-13 | jan.s
    Followed up via email, currently waiting for an update.
    2017-02-07 | jan.s
    Followed up via email, currently waiting for an update.
    2017-02-06 | jan.s
    Called and left a message, followed up via email as well, currently waiting for an update.
    2017-02-02 | jan.s
    Called and left a message, followed up via email as well, currently waiting for an update.
    2017-02-01 | jan.s
    Followed up via email, currently waiting for an update.
    2017-01-31 | jan.s
    Followed up via phone regarding the photo change request. Suggested to replace the first photo and Sam will provide an additional photo. Recommended him to finalize the set of photos before we proceed. Sam will provide an update by the end of the day, currently waiting for an update.

    Leave a Comment:




    Go Live Reminder 
    Notes | 2016-11-10 | Jan S. | #62935 |

    Followed up via email regarding going live.


    2017-03-07 | jan.s
    William E. Poole D.D.S., P.C. is officially live. Template Live email was sent. Followed up via another email as well.
    2017-03-07 | jan.s
    Sam followed up via email and updated their A Record. Please continue from you end.
    2017-03-06 | jan.s
    Sam followed up via email and will update their domain tomorrow, 03/07. Followed up via email to confirm, currently waiting for an update from Sam.
    2017-02-27 | jan.s
    Received an email from Sam, they are planning to go live on Monday.
    2017-02-27 | justinn
    Emailed F/U
    2017-02-27 | jan.s
    Please advise.
    2017-02-27 | jan.s
    Called earlier this morning and left a message since Sam was unavailable. Followed up via email as well, currently waiting for a response.
    2017-02-02 | jan.s
    Followed up via email, currently waiting for a response.
    2017-01-17 | alec.j
    Jan, would you please f/u with call and email
    2016-12-27 | jan.s
    I was informed to only contact Sam who is the consultant, please advise.
    2016-12-27 | justinn
    Emailed Client and found Dr. Poole's email address on the site - please check that next time as well contact@williampooledds.com
    2016-12-27 | jan.s
    Contacted Sam multiples times but remains unresponsive, please advise.
    2016-12-27 | jan.s
    Called and left a message earlier this afternoon since Sam was unavailable. Followed up via email as a courtesy reminder, currently waiting for a response.
    2016-12-15 | jan.s
    Called and left a message since Sam was unavailable. Followed up via email as well, currently waiting for a response.
    2016-11-29 | jan.s
    Received follow-up from Sam. Sam is waiting on new pictures to send to support before they go live.
    2016-11-29 | jan.s
    Called earlier this afternoon and left a message since Sam was unavailable. Followed up via email as well, currently waiting for a response.
    2016-11-16 | jan.s
    Called earlier this morning and left a message since Sam was unavailable. Followed up via email as well, currently waiting for a response.
    2016-11-10 | jan.s
    Followed up via email.

    Leave a Comment:




    Email: Your Website is Ready 
    Template Ready | 2016-10-20 | Jan S. | #61606 |

    Hello Sam,

    Congratulations! Your website is ready for your review.

    Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form.

    URL: http://williampoole.360sites.net

    WEBSITE WALKTHROUGH

    When is the best time to go over the options or questions you might have? I’ll be glad to provide a walkthrough to editing the site.

    LOGGING IN

    Please follow the link below to retrieve your password. Once you submit your username, the system will send you an email on instructions to set up a password for the website.

    URL: http://williampoole.360sites.net/wp-login.php?action=lostpassword

    Username: williampoole

    If you would like to make changes to the website in the future, you may always log in by going to the bottom of your website and clicking “Login.” You can always submit a ticket on the dashboard as well. We welcome any questions regarding the website’s editor.

    Thank you!

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    301s 
    Design | 2016-10-19 | Jan S. | #61553 |

    Home


    http://www.williampooledds.com/about-us/
    http://www.williampooledds.com/office-hours/
    http://www.williampooledds.com/treatments/
    http://www.williampooledds.com/before-after/
    http://www.williampooledds.com/patient-forms/
    http://www.williampooledds.com/learning-center/
    http://www.williampooledds.com/about-us/contact-us/
    http://www.williampooledds.com/treatments/same-day-crowns/
    http://www.williampooledds.com/about-us/patient-testimonials/
    http://www.williampooledds.com/about-us/how-to-find-us/
    http://www.williampooledds.com/about-us/our-team/
    http://www.williampooledds.com/about-us/our-technology/
    http://www.williampooledds.com/about-us/our-services/
    http://www.williampooledds.com/treatments/preventative-care/
    http://www.williampooledds.com/treatments/root-canal-therapy/
    http://www.williampooledds.com/treatments/zoom-whitening/
    http://www.williampooledds.com/sitemap/
    http://www.williampooledds.com/about-us/sterilization-area/
    http://www.williampooledds.com/about-us/payment-policies/
    http://www.williampooledds.com/treatments/ceramic-crowns-and-bridges/
    http://www.williampooledds.com/treatments/tooth-colored-fillings/
    http://www.williampooledds.com/treatments/porcelain-veneers/
    http://www.williampooledds.com/treatments/implants/
    http://www.williampooledds.com/treatments/pediatric-dentistry/
    http://www.williampooledds.com/treatments/single-tooth-anesthesia/
    http://www.williampooledds.com/treatments/periodontal-therapy/
    http://www.williampooledds.com/treatments/sealants/
    http://www.williampooledds.com/treatments/occlusal-guards/
    http://www.williampooledds.com/treatments/partial-dentures/
    http://www.williampooledds.com/treatments/custom-athletic-mouthguards/
    http://www.williampooledds.com/treatments/extractions/
    http://www.williampooledds.com/app/download/223227804/Patient+Medical+History+Form.pdf
    http://www.williampooledds.com/app/download/223228104/Patient+Consent+Form+-+HIPAA+Form.pdf
    http://www.williampooledds.com/app/download/438633704/SOF+Form.pdf
    http://www.williampooledds.com/app/download/438643504/Financial+Policy.pdf
    http://www.williampooledds.com/learning-center/the-importance-of-baby-teeth/
    http://www.williampooledds.com/learning-center/importance-of-fluoride/
    http://www.williampooledds.com/learning-center/frequency-of-dental-exams/
    http://www.williampooledds.com/learning-center/dental-insurance-tips/


    Leave a Comment:




    CP Info – Update 
    Notes | 2016-10-19 | Jan S. | #61503 |

    I have updated the info for CP based on 360 Design Questionnaire.


    Leave a Comment:




    360 Design Questionnaire 
    Design | 2016-10-19 | Jan S. | #61460 |

    Your Name: Sam Shoemaker
    Desired Domain(s): williampooledds.com
    Do you have an existing Site? Yes
    IF yes, please provide login credentials: 1and1.com
    User: williampooledds.com
    Pass: rootcanal

    Practice Name: William E. Poole D.D.S., P.C.
    Secondary Title (Dr. Name): Dr William E. Poole
    Tagline (slogan): Caring Doctor • Friendly Team • Quality Care – Every time.
    Practice Address: Street Address: 21 E Main St
    City: Leola
    State / Province: PA
    Postal / Zip Code: 17540
    Country: United States
    Practice Telephone: (717) 656-2586
    E-mail for Patients: contact@williampooledds.com
    Will you be the decision maker during this process? Yes

    Sections:
    – Social Media Links
    – Featured Services
    – Testimonials
    – Video
    – Contact Form

    Overall Feel:
    – Traditional
    – Elegant
    – Simple and Clean
    – White & Bright

    Please Give us Examples of Websites You Like
    • https://www.riversideoralsurgery.com/ (minus all the parallax/fade in stuff)
    • http://www.ctorthodontix.com/
    • http://www.houstonwestchasedentists.com/
    • http://riverbankdentist.com/
    • http://foresthillsdentist.com/
    • http://cleardentaloffice.com/
    Light or Dark Light Background (dark text)

    Select Colors:
    #2e2f8a – Text
    #6ac8c9 – Secondary
    #141212 – Primary
    #ff9300 – Calls To Action
    #e3e2e1 – auxiliary

    Primary & Secondary are logo colors
    Image Types Your Images (Upload or Email)
    People
    Ethnicity Caucasian
    Age Group Children
    Adults
    Elderly
    Demographic Retired
    Working Class
    Business (ex: downtowns)
    Any Additional Comments/Requests? Content will be provided by my team.
    Choose Your File(s) Dr-William-Poole-Logo-horz.png


    Leave a Comment:




    Follow-Ups 
    Notes | 2016-10-12 | Jan S. | #61016 |

    Called Sam, he did not get a chance to look at our gallery yet. Wants to schedule a phone interview sometime early next week between 5:00 – 5:30 EDT (2:00 – 2:30 PM PST). He would like his content writer to sit in on the interview as well.


    2016-10-28 | jan.s
    Provided walkthrough for Sam via phone and joinme.
    2016-10-28 | jan.s
    Received follow up via email from Sam for 1:00 PM EST (10:00 AM PST) today.
    2016-10-27 | jan.s
    I called and left a message. Followed up via email as well, currently waiting for response.
    2016-10-26 | jan.s
    Sam responded via email but did not specify a time to meet. Followed up via email to clarify schedule, currently waiting for response.
    2016-10-18 | jan.s
    Followed up via email once again, currently waiting for response.
    2016-10-12 | jan.s
    Sam requested a follow up email so that he can decide when he is available for the design interview. Followed up via email, currently waiting for response.

    Leave a Comment:




    Create Template Tempsite on Surge closed
    Task: Website | 2016-10-10 | Jan S. | #60873 |

    Please create template tempsite on Surge. Use GENERIC TEMPLATE for now and DO NOT load category content, they will provide content on their end.


    2016-10-20 | jan.s
    The template surge tempsite for William E. Poole D.D.S., P.C. and user was created, content was copied over, and Template Ready email was sent, closing task.
    2016-10-19 | jan.s
    Requested to have this tempsite re-reviewed due to 360 design questionnaire, currently waiting for response.
    2016-10-19 | jan.s
    Sam filled out the 360 design questionnaire this morning. Please update CP and tempsite accordingly.
    2016-10-18 | jan.s
    Quick Note: Uploaded General Dentistry content as temporary filler. They have their own content writer, our content will be removed after interview/walkthrough. Missing information for business address and phone along with email address and desired domain name. Followed up with Sam once again to schedule interview/walkthrough and acquire more information.
    2016-10-18 | jan.s
    Quick Note: I was informed to import General Dentistry content as filler. Remove once walkthrough is completed.
    2016-10-18 | jan.s
    Any information not present on CP, just hide them on customizer for the template. Jotforms were not updated. I have made the necessary adjustments and submitted this to review.
    2016-10-11 | robert.b
    Site created, no content added per request

    Leave a Comment:




    Email: Design Introduction 
    Design | 2016-10-10 | Jan S. | #60872 |

    Hello Dr. Poole,

    Welcome to Optimized360!

    My name is Jan and I will be the designer working with you to get your new website up.

    Please use the link below to browse our Design Gallery to select a starting design. Please keep in mind that you can always change your design and select another one from that list at any time. Also, there are some options to change the colors of each layout using the Customizer that comes with the design system.

    https://optimized360.com/project-category/template/

    If you have any additional questions or concerns, feel free to contact me directly via email or phone at 1-800-997-9368 so that I can further assist you.

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    New Project Notes closed
    Task: New Project | 2016-10-10 | Justin | #60842 |

    I have not spoken to Dr. Poole at all yet.
    Sam will be the main point of contact:

    —————————

    SAM SHOEMAKER
    creative + marketing

    Client provides their own content.

    Template Design. I sent them the DQ already


    2016-10-10 | jan.s
    Template Intro email was sent, closing task.

    Leave a Comment:




    New Order – Advanced Website Theme closed
    Task: Accounting | 2016-10-10 | Justin | #60841 |

    Advanced Website Theme: $1,500 + $79/m
    Client provides his own content

    Payment Method
    #: Visa ending in 4436
    Name: William E Poole
    Expiration: 09/20
    Code: 851
    Zip Code: 17540


    2016-10-10 | chandra.t
    Charged.

    Leave a Comment:




    Lead Response 
    Leads | 2016-10-04 | Justin | #60451 |

    Justin,

    Thank you for separating that out. I will update you after today’s meeting.

    Best,
    Sam


    2016-10-06 | justinn
    opened via sidekick
    2016-10-05 | justinn
    opened via sidekick
    2016-10-05 | justinn
    Spoke with Sam - he got the greenlight - wants to move forward - he will send that link over to the doctor to sign and get started

    Leave a Comment:




    Lead Response 
    Leads | 2016-10-03 | Justin | #60376 |

    Great question!

    A wordpress site gives you unlimited pages, as you can add/remove as you please. But, additional hosting cost for us is the fact that we have to manage the site; it is not simply just the storage.

    For example, if a client would like to adjust the sidebar of a blog, we would make adjustments in the coding. if something were to happen to the blog (client end), we would have to troubleshoot all pages.
    If a client submits additional posts through us, it would require our team to add pages/posts. Also, a regular website can contain anywhere from 10-50 pages, but a blog would contain much more.

    Thank you,


    2016-10-03 | justinn
    Justin, I’m very familiar with wp (as I am a web designer and dev and have worked on numerous wp projects). But you are saying you are going to be charging me $50/m in case I want to make an update to the blog design/layout (which is already integrated into the platform). So I understand that the blog has to be “activated”, but isn’t that included in the set up fee? We aren’t “activating” our blog every month? The only thing we are going to do is write and posts blog posts. What happens if we sign up, get a website, and then down the road we no longer want to use your services? Do we take ownership of the website, hosting and so forth? I have a meeting with the doctor tomorrow. We will be discussing all mentioned above. Best, Sam

    Leave a Comment:




    Lead Response 
    Leads | 2016-09-29 | Justin | #60211 |

    Justin,

    Can the blog be added later and can the $149 per month be removed if we are writing the content?

    Best,
    Sam


    2016-09-30 | justinn
    opened via sidekick

    Leave a Comment:




    Updated Proposal 
    Estimates | 2016-09-29 | Justin | #60187 |

    Scheduled to speak with Dr on tuesday – he is still shopping around – has a content writer that will take care of the content for his site – will reduce set up cost for him – he is comparing us and another company – says we are a LITTLE more expensive but assured him quality and experience – sent updated proposal – he wants me to touch base with him Tuesday Afternoon


    Leave a Comment:




    Website Estimate 
    Estimates | 2016-09-06 | Justin | #58579 |

    Spoke with Sam – very nice – client works with dentrix – his relationship with the client is that he will do the marketing for them – assured him I respect that and will not step on his toes – he inquired about SEO and marketing as well – went over advanced website theme – wants a blog – sent proposal – he will want me to touch base in a week – says he just wanted to compare as well – that is his personality – had a great convo – sent proposal


    2016-09-29 | justinn
    opened via sidekick
    2016-09-28 | justinn
    Emailed F/U
    2016-09-26 | justinn
    LM
    2016-09-23 | justinn
    opened via sidekick
    2016-09-22 | justinn
    Emailed F/U
    2016-09-21 | justinn
    LM & email tomorrow
    2016-09-19 | justinn
    LM
    2016-09-14 | justinn
    has meeting tomorrow - will want to touch base with me next week
    2016-09-09 | justinn
    LM to see if he got the proposal
    2016-09-06 | justinn
    opened via sidekick

    Leave a Comment:




    Initial Contact 
    Leads | 2016-09-06 | Justin | #58562 |

    LM & Emailed F/U

    Client needs site – small dental practice


    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    williampoole.360temp.com

    Intro & Gallery URL: 2016-10-10
    Site Sucker & 301s: 2016-10-19
    Site Username (subdomain):
    Map Domain in Pagely/WP: 2017-03-07
    Customizer: 2016-10-11
    Additional Pages:
    Review: 2016-10-18
    Tutorial: 2016-10-28
    Website is Ready: checked

    Cancelled
    301: 2017-03-07
    Other Products: 2017-03-07
    Status Cake: 2017-03-07
    Live Online: 2017-03-07
    Analytics Setup: 2017-03-07
    Jetpack Stats Setup: 2017-03-07
    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
    2016-10-10


    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 | 2016-10-04 | Justin | Lead Response


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-10-06 | justinn
    opened via sidekick
    2016-10-05 | justinn
    opened via sidekick
    2016-10-05 | justinn
    Spoke with Sam - he got the greenlight - wants to move forward - he will send that link over to the doctor to sign and get started
    Leads | 2016-10-03 | Justin | Lead Response


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-10-03 | justinn
    Justin, I’m very familiar with wp (as I am a web designer and dev and have worked on numerous wp projects). But you are saying you are going to be charging me $50/m in case I want to make an update to the blog design/layout (which is already integrated into the platform). So I understand that the blog has to be “activated”, but isn’t that included in the set up fee? We aren’t “activating” our blog every month? The only thing we are going to do is write and posts blog posts. What happens if we sign up, get a website, and then down the road we no longer want to use your services? Do we take ownership of the website, hosting and so forth? I have a meeting with the doctor tomorrow. We will be discussing all mentioned above. Best, Sam
    Leads | 2016-09-29 | Justin | Lead Response


    Initial: Payments of
    Monthly:


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    Regular Price:

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    COMMENTS:

    2016-09-30 | justinn
    opened via sidekick
    Estimates | 2016-09-29 | Justin | Updated Proposal Ordered

    Advanced Website Theme


    Initial: 2 Payments of $749**
    Monthly: $79/m


    Premium Website

    Select from a Gallery & Customize

    Mobile Responsive

    Matching Design | Auto Dial | Map

    On-Site SEO

    Specialty Content | Search Submission

    Social Media Custom

    Facebook, Google Plus & Twitter

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x Client provides their own content - $500 discount Authorized by Justin N.

    Custom Integrated Blog w/ Blogging

    Regular Price: $999

    Initial: 2 Payments of $249
    Monthly: $149/m

    Custom Blog

    Custom Website-Based Blog

    Social Marketing

    Monthly Blogging with Custom Content

    Custom Unique Blog Article created on a monthly basis specifically for client's practice and their practice alone (No Generic Content) - Articles will also be SEO focused

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Estimates | 2016-09-06 | Justin | Website Estimate Expired

    Advanced Website Theme


    Initial: 2 Payments of $999
    Monthly: $79/m


    Premium Website

    Select from a Gallery & Customize

    Mobile Responsive

    Matching Design | Auto Dial | Map

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Social Media Custom

    Facebook, Google Plus & Twitter

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x No Contract (month to month)

    Custom Integrated Blog w/ Blogging

    Regular Price: $999

    Initial: 2 Payments of $249
    Monthly: $149/m

    Custom Blog

    Custom Website-Based Blog

    Social Marketing

    Monthly Blogging with Custom Content

    Custom Unique Blog Article created on a monthly basis specifically for client's practice and their practice alone (No Generic Content) - Articles will also be SEO focused

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-09-29 | justinn
    opened via sidekick
    2016-09-28 | justinn
    Emailed F/U
    2016-09-26 | justinn
    LM
    2016-09-23 | justinn
    opened via sidekick
    2016-09-22 | justinn
    Emailed F/U
    2016-09-21 | justinn
    LM & email tomorrow
    2016-09-19 | justinn
    LM
    2016-09-14 | justinn
    has meeting tomorrow - will want to touch base with me next week
    2016-09-09 | justinn
    LM to see if he got the proposal
    2016-09-06 | justinn
    opened via sidekick
    Leads | 2016-09-06 | Justin | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: