David W. Epstein, DDS

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    Profile ID: 102850




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    Project On-Hold 
    Complaint | 2017-01-17 | Danny | #67342 |

    Emailed Dr yesterday regarding the interview to see why the interview was cut short with Desirae (see previous note).


    2017-02-22 | danny.n
    sk: 10:16am
    2017-02-22 | danny.n
    sent him final f/u to let me know if he is interested in moving fwd since the project was stopped abruptly without any explanation during the design interview.
    2017-01-19 | danny.n
    sk: 7:45am
    2017-01-18 | danny.n
    sk: 8:56pm
    2017-01-18 | danny.n
    sk: 11:30am
    2017-01-18 | danny.n
    called... no pickup. sent dr f/u to see if there were issues with the project. Any misunderstanding or miscommunication and more importantly if he is still interested in moving fwd.
    2017-01-17 | danny.n
    SK: 7:10am

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    Initial Phone Call 
    Complaint | 2017-01-16 | Desirae.G | #67272 |

    Spoke to both Laura and Dr. Epstein on the phone. We began to discuss their domains, website examples they liked, office photos they would be taking in the future, and colors…once we started discussing colors, I could hear Laura in the background upset about marketing, then I was suddenly put on hold. Before that point, the conversation had been going well and moving along. Not sure if she read something in the contract that ticked her off, but she then took me off hold and told me that she will have Dr. Epstein call Danny back later today. I asked if there was a specific time or message that I could relay to Danny and she said no. I also asked if she would like to reschedule a time with me to continue discussing the website design and she said she will have Dr. Epstein reschedule with Danny.


    2017-01-16 | desirae.g
    Thank you, Danny. Please update me if/when they call you back.
    2017-01-16 | danny.n
    it is possible she felt we are taking over her Marketing job but I don't know what her specific role is there.
    2017-01-16 | danny.n
    Laura is a "new hire" based on Dr. Epstein's convo with me last week. She is the manager and "marketing coordinator". It is possible Laura read the last email which I've highlighted the steps in the project which is to launch the site then reconnect on the PPC which is what Dr. Epstein wants to focus on. This is the only part I can think of that could've trigger her acting this way in the background during the interview.

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    Related Accounts 
    Accounting | 2017-01-16 | Danny | #67268 |

    davidepsteindds.com – cp?id=102850
    marinsnoringcenter.com – cp?id=102933
    dental implant? – cp?id=102934


    2017-01-16 | desirae.g
    marindentalimplantcenter.com

    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-01-16 | Danny | #67231 |

    Website (main): $4,000 + $79/m
    Webiste (sleep): $2,000 +$79/m
    Website (implant): $2,000 + $79/m

    Please charge only the MAIN. Will charge the other once we start which is after Main is done. the other 2 sites are duplicates so it can be charged once main design is done.


    2017-01-20 | danny.n
    closing this for now. Dr is ignoring my phone and emails.
    2017-01-20 | danny.n
    Ticket has been completed. Closing ticket.
    2017-01-16 | danny.n
    spoke to Laura, they are faxing it today. Transferred the call to Desirae for the scheduled interview.

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    Website Design (New Design Project) closed
    Task: New Project | 2017-01-16 | Danny | #67228 |

    – Dr. Epstein & Laura (marketing director and manager)
    – will be working on 3 websites: this account is main and the other 2 are satellite sites optimizing Sleep Apnea/Snoring and Dental Implants. He has sleep apnea (http://www.marinsnoringcenter.com/) site up already but the dental implants, I don’t know what domain that is, please ask dr for the dental implant site.

    – Design-wise, this main one is custom from scratch. The other 2 satellite will be same/similar as the main for branding but adjustments to focus on each of the 2 respective procedures (snoring/sleep & dental implants).

    dr previously mentioned in an email he liked roweaesthetics.com and batesdenta.com

    – please make sure 301 redirects are done. Dr wants to carry over teh SEO history (really important).
    – add “marin county” keywords to the metatags in addition to “novato”.


    2017-01-20 | desirae.g
    Noted. Closing.
    2017-01-20 | danny.n
    desirae, please close this task until further notice. Dr is ignoring me. Thanks.
    2017-01-16 | danny.n
    called at 12:30pm, was put on hold for 5 mins, dr was with a patient. Gave dr and laura overview again of the project. Dr stated he will fax the contract over after the interview with desirae
    2017-01-16 | desirae.g
    Belinda has asked me to call Dr. Epstein today @ 12:30pm

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-01-12 | Danny | #67119 |

    Called per scheduled ph conf, talked to Laura Ann first because dr was still with a patient. Laura Ann is a new hire that will be in charge of marketing. Its a new year so they want to focus on rebranding and do heavy marketing. Understand that site is out-dated.

    Dr has 3 websites: 1 main and the other ones are just to optimize Snoring/Sleep Apnea & Dental Implants. dr wants to draw patients for these 2 procedures which is has high return and is very productive. Dr has anesthesia license and deals with medical/care clients for dental implants which is unique. He’s lookign for custom from scratch site to brand him.

    Dr agrees with many pointers on what we do and how we can help get him where he needs to be successfully and believes in custom sites. Dr knows a bit about SEO cause previous did those 2 extra sites for this purpose but it is out-dated. Dr saw our work and knows our potential and liked how we are well rounded takign care of every aspect so he can focus on clinic. basically likes 1-stop shop.

    Went over 360Plan but after long discussion, dr felt going with Gold was ideal and then add marketing. Originally wanted SEO but pursuaded dr to focus on PPC so he can get immediate patients while his site is being reindexed with our new site. Dr knows its going to take time and liked that i pointed that out vs others who guaranteed.

    Goal is to rebrand his main GP practice, then went with my suggestion to duplicate his main design adjusting it a bit for the SNoring and Dental Implant site. We will order unique content so those 2 additional site is optimized.

    Dr has full confidence in our capability and agreed to get started. Scheduled call for next Monday at 12:30pm to start design interview. Will charge 1 project at a time.

    Also need to do competitors analysis for PPC. Dr has a general idea who his competitors are and what they are spending but want to see what we find.

    He is in Novato which is not competitive. Wants to target Marin County.

    Snoring Site: marinsnoringcenter.com
    Dental implant Site: marindentalimplantcenter.com ?


    2017-01-16 | danny.n
    spoke to Laura, they will fax the contract over by 12:30pm today prior to the scheduled interview

    Leave a Comment:




    Calendly Schedule – 2:30pm 1/12 
    Leads | 2017-01-12 | Danny | #67090 |

    Hi Danny N. – Optimized360,

    A new event has been scheduled.

    Event Type:
    30 Minute Meeting

    Invitee:
    David Epstein

    Invitee Email:
    dr.davidepstein@comcast.net

    Event Date/Time:
    02:30pm – Thursday, January 12, 2017 (Pacific Time – US & Canada)


    Leave a Comment:




    Initial Contact 
    Leads | 2016-12-23 | Danny | #65892 |

    # provided was invalid. Found him online, digit was off. Called office but they are closed. LM. sent initial email intro.

    issue i found with the site: very outdated, template. when you go to http://www.davidepsteindds.com/novato-family-dental-team – the menu options are gone… can’t navigate around unless you go back.

    SEO: bottom of 1st page “novato dentist”. Area is not competitive. Should get better SEO with makeover.


    2017-01-12 | danny.n
    told dr i'll email him on Mon to see how his schedule looks like for the week for me to try to call.
    2017-01-12 | danny.n
    "Danny- I'm so sorry. I have been swamped at work and sick this week. Let's aim for early next week. Thanks, David"
    2017-01-11 | danny.n
    sk: 3:14pm
    2017-01-11 | danny.n
    called.. lm sent another f/u.
    2017-01-06 | danny.n
    sk: 1:40pm
    2017-01-06 | danny.n
    called. lm on office vm. sent f/u
    2017-01-03 | danny.n
    responded, waiting for dr to let me know when he is available to speak.
    2017-01-03 | danny.n
    "this is the one I really liked but obviously needs to be Cosmetic, Implant and Reconstructive Dentistry. http://roweaesthetics.com/ "
    2017-01-03 | danny.n
    "this one was nice too but I think I like the other one better. http://www.batesdental.com/"
    2016-12-23 | danny.n
    told dr he came to the right place for what he's looking for. Told him i'll reach out to him 1st week of jan when he's back in the office.
    2016-12-23 | danny.n
    "Hi Danny- Thanks for the quick reply. I am currently out of the country returning on January 2nd, but I am absolutely interested in your services. I've been doing a lot of research on how to promote my practice (and services) through a clean, customized website that is NOT a template and really gets across what my passion is in dentistry and what my speciality training can bring to the potential patient. I have earmarked several of your sites (some because if content and some because of the looks). I look forward to speaking with you in the new year. Happy Holidays. Best, David"

    Leave a Comment:




  • Domain Information
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  • Video Information
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  • Blog Schedule
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    KEYWORDS

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    Template



    Website
    2017-01-16

    Mobile
    Fluid Responsive
    2017-01-16

    Videos


    Marketing


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    Facebook


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    360 Plan



    Estimates | 2017-01-12 | Danny | Phone Conference Sent

    Gold (Main)


    Initial: 2 Payments of $1,999
    Monthly: $79


    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 includes all default features (page 2)

    Snoring (Satellite)

    Regular Price: $2,999

    Initial: 2 Payments of $999
    Monthly: $79

    Customized Main Design with emphasis on Snoring/Sleep Apnea

    Implant (Satellite)

    Regular Price: $2,999

    Initial: 2 Payments of $999
    Monthly: $79

    Customized Main Design with emphasis on Dental Implants

    COMMENTS:

    2017-01-16 | danny.n
    spoke to Laura, they will fax the contract over by 12:30pm today prior to the scheduled interview
    Leads | 2017-01-12 | Danny | Calendly Schedule – 2:30pm 1/12


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2016-12-23 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-01-12 | danny.n
    told dr i'll email him on Mon to see how his schedule looks like for the week for me to try to call.
    2017-01-12 | danny.n
    "Danny- I'm so sorry. I have been swamped at work and sick this week. Let's aim for early next week. Thanks, David"
    2017-01-11 | danny.n
    sk: 3:14pm
    2017-01-11 | danny.n
    called.. lm sent another f/u.
    2017-01-06 | danny.n
    sk: 1:40pm
    2017-01-06 | danny.n
    called. lm on office vm. sent f/u
    2017-01-03 | danny.n
    responded, waiting for dr to let me know when he is available to speak.
    2017-01-03 | danny.n
    "this is the one I really liked but obviously needs to be Cosmetic, Implant and Reconstructive Dentistry. http://roweaesthetics.com/ "
    2017-01-03 | danny.n
    "this one was nice too but I think I like the other one better. http://www.batesdental.com/"
    2016-12-23 | danny.n
    told dr he came to the right place for what he's looking for. Told him i'll reach out to him 1st week of jan when he's back in the office.
    2016-12-23 | danny.n
    "Hi Danny- Thanks for the quick reply. I am currently out of the country returning on January 2nd, but I am absolutely interested in your services. I've been doing a lot of research on how to promote my practice (and services) through a clean, customized website that is NOT a template and really gets across what my passion is in dentistry and what my speciality training can bring to the potential patient. I have earmarked several of your sites (some because if content and some because of the looks). I look forward to speaking with you in the new year. Happy Holidays. Best, David"