Great Expressions

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 102745




    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







    SK: 6:06am – possible reactivation? 
    Leads | 2017-08-01 | Danny | #80819 |

    2017-08-01 | danny.n
    called.. lm.

    Leave a Comment:




    SK? 
    Leads | 2017-03-30 | Danny | #72546 |

    SK at 8:31am – possible interest again? didn’t go well with the vendor they chose? still has the same site.


    Leave a Comment:




    Lost 
    Leads | 2017-02-13 | Danny | #69280 |

    “Danny,
    We did have a meeting last week to discuss all the RFP responses that we received. We narrowed the selection down to two final vendors and unfortunately Optimized360 was not one of them. The most prevalent reason was that we do not believe that your organization has the same level of experience dealing with large multi-location practices that some of your competitors in the RFP did. I’m confident that you will continue to be successful but don’t think this is as good a match for your company as some of the other web companies we are working with.

    Best of luck, and thanks for participating in the RFP.”


    2017-02-13 | danny.n
    see above

    Leave a Comment:




    Estimate 
    Estimates | 2017-01-10 | Danny | #66841 |

    estimate

    Ken _ Great Expressions
    2017-02-10 | danny.n
    called.. lm. sent him an email to touch base on the project if a decision was made yet.
    2017-01-24 | danny.n
    sk: 12:21pm
    2017-01-10 | danny.n
    sent Ken the proposal. See attached.

    Leave a Comment:




    Phone Conference 
    Leads | 2016-12-12 | Danny | #65033 |

    Had a phone conference with Ken. Went excellent. We went over the outline of the project he had sent over.

    Gave him assurance regarding the SQL and our capability. Told him I had a meeting with the designer, it, support, programmers, etc to discuss the outline to make sure every topic is covered based on each dept.

    Told him how we even built our own CRM similar to SALESFORCE to tailor more towards our needs which he liked. This was to give him confidence in our capability.

    Told him project will take at least 2-3 months unlike our usualy 1 month for a dental practice cause their’s is a franchise. Told him as well that there may be bumps in the road which is expected but we are capable of working around it. He told me he liked that i said that because he understands that their will be issues that are unexpected cause no project will go smoothly. He liked how I am very realistic vs telling him what he wants to hear like a lot of other companies he had talked to which he said was “kissing his ass”.

    Pointed out again our reviews which will speak for itself and this was important to him cause he wants to build a long relationship with a company like ours. So far we are at the top of his list and they will be waiting for all proposals by Jan 15, 2017. He has a board meeting around that time to finalize and decision will be made at the end of January. He is not the decision maker but will try to vet us for this large project.

    Told him i’ll put together a custom proposal amending each line of his outline which he really liked. Will quote him $37,500 give or take $5,000 for potential unexpected features. Monthly fee, will confirm with Dr. F.


    2016-12-12 | danny.n
    fyi... read above.

    Leave a Comment:




    NDA Agreement 
    Leads | 2016-11-29 | Danny | #64116 |

    “Danny,

    Per our discussion, I would like to include you in our RFP process to redesign and build our new web site. In order to send you the RFP we require a mutual non-disclosure agreement to be signed.
    I have attached our standard NDA and will email you the RFP as soon as I get an executed copy returned to me.

    Thank you.”

    nda-optimized-360
    2016-11-30 | danny.n
    "Danny, #2 and #3 are not an issue. However, #1 is not negotiable. If this is not something you do, then we will need to seek other vendors. I appreciate the time you spent on this. Best of luck to you and your organization. Thanks."
    2016-11-30 | danny.n
    sent him a response based on 3 important factors if we should move fwd with a quote or not. It was regarding 1. Microsolft SQL (we don't support), 2. API (code must be ready, no programming), 3. Budget estimate $30-$40k.
    2016-11-29 | danny.n
    checked with Dr. F. he ok'd it. I signed and faxed back to him so he can send RFP (Request For Proposal).

    Leave a Comment:




    Initial Contact 
    Leads | 2016-11-22 | Danny | #63752 |

    Called. Was transferred to his line, went to his vm. LM.


    2016-11-29 | danny.n
    Ken sent over an outline of the requirements for the project which is extensive. Told Ken that the project will be in the range of $30k-$40k and that we do not support Microsolf SQL and also APIs should be plugged in ready (we do not write any programming). If this is within the scope of the project, we can discuss in further detail. waiting on his response.
    2016-11-22 | danny.n
    showed him LaddDental.com
    2016-11-22 | danny.n
    "Thanks Danny. Do you have multi-location example I can look at?"
    2016-11-22 | danny.n
    sk: 12:51pm
    2016-11-22 | danny.n
    Ken returned my call. Introduced himself. Basically wants to send me an outline of what he wants so I can quote him. Gave him an overview of what we do and what makes us diff from others. He has an API that they wrote in-house for appt scheduler which connects to their office software, assured him we can integrate the code since our sites are custom so there is no problem with this and we have a coder in the office. The payment option he has on the site which i asked it is through a 3rd party so it works independently of the site which i told him we can carry over. The current site they developed it in-house but looking for a facelift. He is very nice. sent him initial email with some examples of work. will quote him accordingly after that.

    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



    Leads | 2017-08-01 | Danny | SK: 6:06am – possible reactivation?


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-01 | danny.n
    called.. lm.
    Leads | 2017-03-30 | Danny | SK?


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-02-13 | Danny | Lost


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-02-13 | danny.n
    see above
    Estimates | 2017-01-10 | Danny | Estimate Sent

    Custom Contract


    Initial: 2 Payments of $19,000
    Monthly: tbd


    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

    x Everything Agreed Upon on from page 1-9 of Great Expression's Request for Proposal. Monthly fee will be discussed based on hosting/management of site at time of completion.

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Ken _ Great Expressions

    COMMENTS:

    2017-02-10 | danny.n
    called.. lm. sent him an email to touch base on the project if a decision was made yet.
    2017-01-24 | danny.n
    sk: 12:21pm
    2017-01-10 | danny.n
    sent Ken the proposal. See attached.
    Leads | 2016-12-12 | Danny | Phone Conference


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-12-12 | danny.n
    fyi... read above.
    Leads | 2016-11-29 | Danny | NDA Agreement


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    nda-optimized-360

    COMMENTS:

    2016-11-30 | danny.n
    "Danny, #2 and #3 are not an issue. However, #1 is not negotiable. If this is not something you do, then we will need to seek other vendors. I appreciate the time you spent on this. Best of luck to you and your organization. Thanks."
    2016-11-30 | danny.n
    sent him a response based on 3 important factors if we should move fwd with a quote or not. It was regarding 1. Microsolft SQL (we don't support), 2. API (code must be ready, no programming), 3. Budget estimate $30-$40k.
    2016-11-29 | danny.n
    checked with Dr. F. he ok'd it. I signed and faxed back to him so he can send RFP (Request For Proposal).
    Leads | 2016-11-22 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-11-29 | danny.n
    Ken sent over an outline of the requirements for the project which is extensive. Told Ken that the project will be in the range of $30k-$40k and that we do not support Microsolf SQL and also APIs should be plugged in ready (we do not write any programming). If this is within the scope of the project, we can discuss in further detail. waiting on his response.
    2016-11-22 | danny.n
    showed him LaddDental.com
    2016-11-22 | danny.n
    "Thanks Danny. Do you have multi-location example I can look at?"
    2016-11-22 | danny.n
    sk: 12:51pm
    2016-11-22 | danny.n
    Ken returned my call. Introduced himself. Basically wants to send me an outline of what he wants so I can quote him. Gave him an overview of what we do and what makes us diff from others. He has an API that they wrote in-house for appt scheduler which connects to their office software, assured him we can integrate the code since our sites are custom so there is no problem with this and we have a coder in the office. The payment option he has on the site which i asked it is through a 3rd party so it works independently of the site which i told him we can carry over. The current site they developed it in-house but looking for a facelift. He is very nice. sent him initial email with some examples of work. will quote him accordingly after that.