Atrium Dental Group

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    Profile ID: 102868




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    Dr’s Response – Not Wanting to Pay Now 
    Complaint | 2017-09-25 | Danny | #90103 |

    “Hi Danny, sorry about the delay in response. m not sure if you remember the previous emails but mid way through the process we had a sudden change in ownerships which threw everything off course and i wasn’t given any heads up. The new owner is taking the office a different route and will not be using your services. If its possible and if there are any charges to be placed back on the card we used. hope all is well.
    thanks!”


    2017-10-27 | chandra.t
    LV on cell "I regret to inform you that unless we receive payment in full by the October 31st or work out an agreed-upon payment plan by this date, we will have to turn your invoice over to collections."
    2017-10-27 | danny.n
    Chan, please call his cell and if he doesn't pick up, let him know that it will be sent to collections. he was suppose to get back to me and he hasn't. please let me know if he picks up or not. thx.
    2017-10-18 | alec.j
    Chan, I think we need to take action on this account.
    2017-09-28 | danny.n
    chan, just an update below. I will update you next week once i hear back from him.
    2017-09-28 | danny.n
    "Hello Danny, sounds good let me pass this on and ill call or email when i hear back from the owner. We have a meeting tmrw so ill make sure i bring this up and hopefully he can give me the company card for the full charge thanks! i appreciate the help"
    2017-09-25 | danny.n
    Chan, i have him on my calendar for Friday if i don't hear back from him.
    2017-09-25 | danny.n
    Told dr that we can not accept that as an answer to the problem. Pointed out to him that he never gave me a courtesy heads up rgarding the issue and it was only brought to my attention after the disputes. Told him billing wanted to send him to collection but i had intervene to try to get it situated. Told him he never got back to me for months until recently. Told him the best I can do is to charge him for some of the work that was done as courtesy. Basically we had credited him back the 3 of 6 installments ($1,998) and 3 months of Hosting ($237). Told him that we were even charged 3% each way charge and credit back. Told him that if i don't get a response from him by Friday, i will have billign proceed with collection. Due is $1117.

    Leave a Comment:




    Dr’s Response – Wants to Give New CC 
    Accounting | 2017-08-30 | Danny | #83393 |

    “Hi Danny, sorry about all the mess there were a few changes in the office and some things needed to be put aside. can you tell me how much it would be total to bring the site up. I can supply you with a CC today for full
    payment
    thanks!”


    2017-09-13 | chandra.t
    LV. I will let you know if they don't respond by Friday.
    2017-09-13 | danny.n
    Chan, any updates? Please call Rosie. If not situated or response by Friday, LMK. Thx.
    2017-09-06 | chandra.t
    Rosie called regarding what they would have to pay to make the site live and if possible, installments for their past due. Explained as they disputed their charges many fees incurred on our end. They would have to pay the 3 disputed installments of $666 ($1998) and 3 charges of $79 ($237) totaling $2235. Danny approved starting the 4th installment 30 days from when they pay.
    2017-09-05 | danny.n
    dr sidekicked email 3 mins after it was sent. 11:46am
    2017-09-05 | danny.n
    called dr to touch base regarding the cc update. Dr had stated last week he will reach out to me but haven't heard back. left him a message along with an email just now to call me.
    2017-09-01 | danny.n
    sk: 5pm yest.
    2017-08-30 | chandra.t
    Doctor disputed 3 charges of $666 and 2 charges of $79 ($2156). The 4th out of 6 installments was due 8/8/17 $745 ($666 + $79), totaling $2901.
    2017-08-30 | danny.n
    called. lm on dr's cell. Replied back to dr to call me.

    Leave a Comment:




    DISPUTE UPDATE 
    Complaint | 2017-08-01 | Danny | #80809 |

    Jazmin (no longer works there)
    Dr H (with a patient).

    Spoke to Rosie (very nice), put me on hold for Dr. H but he was with a patient, will not be available until another 30-40 mins. Took my message.

    Told her it was regarding the web project that was completed and that there was a cc dispute. She was not aware of it but will let dr know to call me back.

    NOTE: based on prev history, client has had many issues with credit card not going through with Chandra and notes of dr responding back aware of the situation, updating credit cards several time. Design project, all notes shows no issue with project and that dr made numerous comments/notes that he was happy with the site. Dr previously had web project delayed prior to ordering cause dr was going through transition of buying out his partner which he did. This then lead to the makeover to rebrand.


    2017-08-18 | chandra.t
    Nope, called both numbers and LV.
    2017-08-18 | danny.n
    any updates?
    2017-08-15 | chandra.t
    LV on both numbers and emailed followup.
    2017-08-10 | chandra.t
    Sent Dr. Basil email to contact us regarding possible risks and options.
    2017-08-10 | danny.n
    Chan, can you take it from here and let him know what we discussed earlier? Indirectly tell him the account's outstand balance and the potential risk (collection) and/or site going down to see if he responds. I had tried emailing and calling him many times since last week but he's ignoring.
    2017-08-10 | danny.n
    called dr's cell. went straight to vm as if he pushed cancel cause of my caller id. seems to be avoiding.
    2017-08-07 | danny.n
    sk: 3:08pm
    2017-08-07 | danny.n
    called.. lm with front. Sent dr another email. Dr is getting my emails based on the SK's last week.
    2017-08-03 | danny.n
    sk: 12:59pm
    2017-08-03 | danny.n

    2017-08-03 | danny.n
    called.. lm with front again. Sent dr an email to call me regarding this.
    2017-08-01 | danny.n
    chan, fyi. will update you.
    2017-08-01 | danny.n
    Dr. F... fyi. Will update you when he responds.

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    Please Contact closed
    Task: Accounting | 2017-07-31 | Chandra | #80736 |

    Dr. Basil disputed $1490 (2 installments of $666 and 2 monthlies $79). It seems they are going through some things within their office from the notes below. Please let me know how we should proceed. He mentioned he will follow up by the end of this week.


    2017-08-01 | danny.n
    Ticket has been completed. Closing ticket.
    2017-08-01 | danny.n
    see note above.

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    Cloak Site closed
    Task: Other | 2017-07-25 | Chandra | #80326 |

    “Hi we are having office issues if possible can you please temporarily take down the site until i can figure some things out, hopefully not longer than 30 days
    thanks”


    2017-07-27 | chandra.t
    "he owner of the office just informed us that the office is for sale and probably will be closed by the end of the month. The office was paying the website and im going to see if he will honor that. If not i will use my personal CC to keep it up. lots of confusion here at the office sorry about that, but you will hear from me by the end of next week. thanks!"
    2017-07-25 | chandra.t
    Noted on the calendar to follow up in 30 days.

    Leave a Comment:




    Chargeback Dispute 
    Accounting | 2017-07-20 | Chandra | #79995 |

    Dr. Basil disputed $824, wanted to use a different card.


    2017-07-31 | chandra.t
    He disputed another $666 (the second installment of web design).
    2017-07-20 | chandra.t
    Emailed and LV regarding.

    Leave a Comment:




    Full Website Launched 
    Notes | 2017-06-19 | Desirae.G | #77905 |

    Leave a Comment:




    Form Broken closed
    Task: Website | 2017-06-19 | Desirae.G | #77904 |

    Request Appointment form in the footer seems to be broken and will not submit. The script code looks fine in the footer-main file. Please fix.


    2017-06-23 | desirae.g
    I see that it is now working. Closing this task.
    2017-06-23 | alec.j
    Desirae, do we have any update for Rhythm?
    2017-06-19 | developerrhythm
    Hi I've tested the form and It's working perfectly! will you please give me more details about it?

    Leave a Comment:




    Follow Up 
    Notes | 2017-06-09 | Desirae.G | #77333 |

    Emailed Dr. Basil to see if he’s ready to launch the full site.

    His response:

    “Hi Desirae I will take a look at it in detail over the weekend, i’m at a conference so as soon as i get on a computer i’ll check it out. Also Chandra did you get the new CC form?
    have a great weekend!”


    2017-06-19 | desirae.g
    Update from Dr. Basil: "hi Desirae, sorry i have emailed earlier i've been extremely busy last few weeks. I quickly reviewed the site and i like it but I haven't looked into it in detail. I think we can launch it now to get up and have patients see it but is it difficult to change content after the fact? also does my plan include any social media or blogs that go up? let me know if i can help more thanks!"

    Responded that we can change content at any given time and asked if he is ready to go live. Also CC'd Danny in email to add social media.

    Leave a Comment:




    Menu closed
    Task: Website | 2017-05-31 | Desirae.G | #76703 |

    Highlighted item in the drop-down menu is currently blue. Please see below and change this to #78b572


    2017-06-07 | desirae.g
    It looks like the selected menu item in the drop-down is still blue. For example, click on About Us then Mission Statement. Once it is on the Mission Statement page, click again on About Us and you will see the blue highlighted box. That should be green, not blue. Please fix.

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    Header and Bg closed
    Task: Website | 2017-05-31 | Desirae.G | #76689 |

    BG ON ALL INNER PAGES
    -please add the image attached as a background for all inner pages

    HEADER
    -please match the header/menu as seen in the updated PSD file:
    (hammoudeh-basil-FINAL-updated)
    https://www.dropbox.com/sh/xlpvz3ga9n69iap/AABnu3iq3sJmEmYOv2jdLq6wa?dl=0


    2017-06-07 | desirae.g
    The bg image was supposed to be added to the body of each page, not the header :)

    -please replace bg image in the header with the previous image
    -add new bg image attached above to the BODY

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    CC Update 
    Accounting | 2017-05-31 | Chandra | #76684 |

    Doctor updated CC via fax (Visa ending in 1509).


    2017-06-05 | chandra.t
    Doctor emailed same CC, still invalid, emailed to verify with banking institution.
    2017-05-31 | chandra.t
    CC invalid, emailed doctor to confirm.

    Leave a Comment:




    Email 
    Notes | 2017-05-30 | Desirae.G | #76619 |

    “Hi Desirae, i hope you had a great weekend. I was looking over the site and i made a couple of notes. From the email with the example pages I believe i picked Dr Danforth example(i could be wrong) and it looks like his page is set up slightly different then mine. I notice that the “white” part of the pages look like they are textured and i like that effect. Also there are boxes on the home page which i think will look good on my page as well. I read over the content and services and i think that’s all fine now. Ill also get some more pics of the office and staff asap. Also who do i contact to change payment methods?”

    Asked Dr. Basil what part of Danforth Dental he is referring to (sent screenshot examples to confirm).


    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2017-05-19 | Desirae.G | #76085 |

    Hello Dr. Basil,

    Happy Friday! Your website is ready for your review and to further customize.

    Since your website is already live, we have added an “under construction” page until you are ready to show the other pages of the website. Please use the link below to navigate through your website:

    http://bracesbybasil.com/welcome/

    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.

    Schedule a Call: https://calendly.com/optimized360/calls

    Thank you!

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    Excerpt 
    Notes | 2017-05-17 | Desirae.G | #75906 |

    we strive to be a Green Office and was wondering if we can have a small thing on the main page about that , basically the goal is to reduce the impact on our health and natural environment. We do this by efficiently using energy and water, and by protecting the team’s health and safety. We also do this by reducing waste and pollution and use non toxic materials. Also we are paper-free, use digital charts and radiographs, and low- energy computers and monitors, digital radiographs, we we do use harsh chemicals we make sure they do not reenter the water system. The office is cleaned with nontoxic chemicals,
    Also our composite we purchase is material without bisphenol-A.


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    Email: Design Approval 
    Design | 2017-05-15 | Desirae.G | #75702 |

    Hello Dr. Basil,

    Your design has been approved!

    Approved concept URL: https://360controlpanel.com/wp-content/uploads/2017/05/hammoudeh-basil.jpg

    We will be making your requested modifications during the development phase. If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you’d like to mention onto the site. You’ll get more opportunities to review the site and make additional changes as well.

    Thank you!


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    PSD to WP: Basil Hammoudeh closed
    Design Task: Development | 2017-05-15 | Desirae.G | #75703 |

    URL: basilhammoudeh.360sites.net

    Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed.

    Include hover effects in appropriate areas and link all buttons/links to related pages.

    Below are specific instructions:

    All buttons – should have a hover effect
    Header font color (especially for Services page) – same green color in design
    A-tags font color – same green color in design
    Inner pages hero – 1/4 size
    Menu – fixed
    Feat. Services hover – as shown in design
    Testimonials – slider

    Desirae
    desirae.g@optimized360.com


    2017-05-18 | desirae.g
    Emailing you a list of fixes.

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    Design Draft Feedback 
    Design | 2017-05-15 | Desirae.G | #75646 |

    “Hello, I just checked out the site and look great already. Just a couple things I noticed that I would like changed
    -Under Atrium Dental Group can we replace “Dental Care for Children and Adults” to “Family Dental & Orthodontics”
    -Under “Offering the Latest in Dentistry” can we place the Orthodontics Box first
    -In the MIddle of the page-I dont do 6 months smiles brand of ortho, we also use Zoom whitening as well as opalescence
    Can we add my affiliation logos to the main page, Also can we add to the Ortho types- Clear aligners(Invisalign, clear correct), Traditional braces metal and Ceramic, Child and Adult treatment
    thanks!”


    2017-05-15 | desirae.g
    From Dr. Basil: "Hi Desirae thank you and yes I did enjoy the mothers day weekend i hope you did as well! I think the layout and colors are great and I think we should continue as well thanks!"
    2017-05-15 | desirae.g
    Asked Dr. Basil if there is anything he would like to change in regards to the layout or colors since everything he listed are text changes. Told him if not, we should move onto development.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-05-12 | Desirae.G | #75618 |

    Hello Dr. Basil,

    Happy Friday! Based off of our discussion I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time.

    Looking forward to your feedback!


    Leave a Comment:




    Tempsite is Live 
    Notes | 2017-05-10 | Desirae.G | #75441 |

    per request of Dr. Basil


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    Old MX Record, IP, Nameservers 
    Notes | 2017-05-10 | Desirae.G | #75438 |

    CLIENT’S GODADDY

    50.63.202.38

    ns45.domaincontrol.com
    ns46.domaincontrol.com

    0 smtp.secureserver.net 68.178.213.203
    United States Scottsdale, Arizona US
    GoDaddy.com, LLC (AS26496) 60 min Blacklist Check SMTP Test
    10 mailstore1.secureserver.net 68.178.213.243
    United States Scottsdale, Arizona US
    GoDaddy.com, LLC (AS26496) 60 min Blacklist Check SMTP Test


    Leave a Comment:




    Design Notes 
    Design | 2017-05-09 | Desirae.G | #75299 |

    *Current website has been down; they are trying to contact previous hosting company (TNT) to release domain and transfer to Dr. Basil’s Godaddy account.

    Examples
    http://washburnsmiles.com/ (LIKES: nature feel, layout, organization, parallax; DISLIKES: did not mention)
    http://waimeasmiles.com/ (LIKES: nothing; DISLIKES: everything, too traditional)
    http://5stardentalclinic.com/ (LIKES: nothing; DISLIKES: too empty)

    LAYOUT
    -full width
    -clean
    -sectional
    -did not mention the curves in http://washburnsmiles.com/, but he is open to ideas as long as it doesn’t look busy

    FEEL
    -modern
    -clean
    -nature
    -hint of elegance

    COLORS
    -light green (to match office)
    -nature green (like in http://danforthdentalsolutions.ca/)
    -neutral

    IMAGES
    -will send office photos
    -nature

    CONTENT
    -not able to access current website for content

    OTHER NOTES
    -logo: use icon only, he wants new font/text
    -wants parallax effect!
    -pretty open to design
    -needs to contact TNT for domain info and to transfer
    -Rosie is other POC


    2017-05-10 | desirae.g
    Membership logos:
    American Orthodontic Society - http://www.orthodontics.com/
    Academy of Gp Orthodontics - https://academygportho.site-ym.com/
    American Dental Association - http://www.ada.org/en
    California Dental Association - https://www.cda.org/

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    Facebook 
    Notes | 2017-05-09 | Desirae.G | #75283 |

    https://www.facebook.com/atriumdentalgroupglendale/


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    DQ Submission 
    Design | 2017-05-04 | Desirae.G | #75060 |

    Your Name: Dr. Basil
    Desired Domain(s): BracesByBasil.com
    Do you have an existing Site? Yes
    IF yes, please provide login credentials: idk
    Practice Name: Atrium Dental & Orthodontics
    Secondary Title (Dr. Name): Dr.Basil
    Tagline (slogan): dont have one yet
    Practice Address:
    221 E Glenoaks blvd, 210
    Glendale, CA 91207
    Practice Telephone: (818-303-9099)
    E-mail for Patients: Basil@BracesbyBasil.com
    Will you be the decision maker during this process? Yes
    Sections:
    -Social Media Links
    -Featured Services
    -Promotions
    -Testimonials
    -Contact Form
    -Membership Logos
    -Office Map
    Overall Feel:
    -Modern
    -Elegant
    -Simple and Clean
    -Nature/Green
    Light or Dark: Light Background (dark text)
    Select Colors:
    -nature themed, light green
    -Deep
    -Neutral
    -Pastels
    Image Types:
    -Your Images (Upload or Email)
    -People
    -Trees/Green
    -Flowers/Colorful
    Ethnicity:
    -Caucasian
    -Hispanic
    -Asian
    -African American
    -Does Not matter
    Age Group:
    -Children
    -Teen
    -Adults
    Demographic:
    -Working Class
    -Upscale
    Specialty: Family Dentistry and Braces
    Top 3-4 Services:
    -Braces
    -Tooth colored fillings and crowns
    -Bleaching
    -Cleanings
    Any Additional Comments/Requests? I would like to display a heavy emphasis on Orthodontics, and to a slightly lesser extent general Family dentistry
    Logo- i will like to use just the pic of the tooth with the tree in the middle and new wording


    Leave a Comment:




    Create Temp Site closed
    Task: Social | 2017-05-04 | Desirae.G | #75046 |

    Please create temporary site and include client original content (if any).


    2017-05-04 | desirae.g
    Tempsite created. Will add FTP credentials when I receive them. No current website. Closing.

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    Email: Design Introduction 
    Design | 2017-05-04 | Desirae.G | #75045 |

    Hello Dr. Hammoudeh,

    Welcome to Optimized360!

    My name is Desirae and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. this morning to discuss your account and review the notes you initially had.

    If you have not already, please take a few minutes to fill out our design questionnaire below. This should give you a better idea of the variety of elements that are featured in an effective design.

    URL: https://form.jotform.us/61947943668171

    After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead.

    Schedule a Call: https://calendly.com/optimized360/calls

    I look forward to working on this design with you!

    Desirae
    desirae.g@optimized360.com


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    Website Design (New Design Project) closed
    Task: New Project | 2017-05-04 | Danny | #75021 |

    – Jazmin & Dr. Hammoudeh
    – had a site atriumdentalgroupca.com with TNT but it is currently down. Dr wants to go with a new domain name bracesbybasil.com (he owns).
    – dr understands that SEO history is in peril bc sites been down for over 2 weeks. Recommend a temp site up asap and try to contact TNT to at least get control of the old domain to fwd here but it still may be too late. Dr understands and seems to not care.

    – just put a temp site up online then work on new design concept.
    – Dr recently bought out his partner and is rebranding so this is a good opportunity to do so.

    – Jazmin seems busy and at times, unresponsive so this may occur in the future. You can text Dr. H’s cell if needed, he’s very nice. Jazmin is as well. I’ve put her personal email in alt contact if you have difficulties in the future: banuelos.jazmin917@gmail.com
    sent questionnaire already to client. send intro email.


    2017-05-04 | danny.n
    Dr wants to have his old domain that is offline right now to redirect to new domain if possible. I told him it depends on TNT Dental if they are cooperative in doing a domain transfer to our GoDaddy or his. Dr will reach out to them and let them know what is their process.

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    Website Design (New Order) closed
    Task: Accounting | 2017-05-04 | Danny | #75020 |

    Website: $4,000* + $79/m

    *6 installments of $666


    2017-05-08 | chandra.t
    Doctor requested to re-run CC and payment processed. Charged.
    2017-05-05 | chandra.t
    "Hi Chandra, I just talked to the bank, i will be giving you a new card in the afternoon today, please keep my site on hold till then. thanks!"
    2017-05-05 | chandra.t
    "Hello, I just double checked and the charge went through today $666.00 can you please check you side. thank you" - Checked and confirmed payment did not process on our end, notified Dr. Basil.
    2017-05-04 | chandra.t
    CC did not process, emailed client.
    2017-05-04 | danny.n
    Chan, dr just asked if he can use a diff cc for the remaining 5 installments. I told him he can but he will need to contact you prior to next billing cycle which is around the 5th of each month. Just fyi.
    2017-05-04 | danny.n
    electronic order: cc ending in -2721 - 12/20 - cvc 220

    Leave a Comment:




    Phone Conference with Jazmin 
    Estimates | 2017-04-28 | Danny | #74636 |

    2017-05-04 | danny.n
    Dr H response: "HI danny, thanks being flexible with the payments, and understanding our needs, Ill fill this out and fax it over today. I apologize i couldn't get to the phone last time, its been Very busy at the office but we are excited for the new changes and new direction the office will be going and happy you are part of the transition. I would like to use the Domain BracesByBasil.com, which i believe i own. thanks again!"
    2017-05-03 | danny.n
    sk: 2:34pm
    2017-05-03 | danny.n
    Jasmin called. Asked to split up to 6 cause they recentlly bought out the dr's partner and there's a lot of cost involved. I ok'd it if they can get started soon. Adjusted the proposal and resent to fax or electronically sign.
    2017-05-02 | danny.n
    sk: 11:12am & 12:12pm
    2017-05-02 | danny.n
    "HI Danny sorry for the delay, I did receive the email and figuring out all the logistics here with the buy out. I just found out my partner that i bought out, he was in charge of the website and has not pain they in few month and trying to get that taken care of.I am also in the process of changing patient management software so its been alil crazy Ill have Jasmine or myself call today thanks! - Dr. Hammoudeh"
    2017-05-01 | danny.n
    sk: 11:24am
    2017-05-01 | danny.n
    called. lm for Jazmin. Sent dr hammoudeh an email regarding this that I haven't heard back from Jazmin.
    2017-04-28 | danny.n
    sent dr h and cc'd jazmin an update on my convo with Jzmin today. included proposal to fax and electronic sign to start asap

    Leave a Comment:




    His Site is Down 
    Leads | 2017-04-27 | Danny | #74509 |

    went to his site today to see if he has a new company, shows that his site is down. See screenshot


    2017-04-28 | danny.n
    told dr if new domain then that makes it easier but ideally we'll try to grab the old domain to point to the new one if we can within a reasonable period to preserve history. Told him i'll talk to Jasmine at noon and will email him an update shortly after.
    2017-04-28 | danny.n
    "Great yes she will be call right around noon, I believe TNT dental owns that domain, and Ill be more than happy to give you authorization, or set up with a new domain im not every happy with the long domain name but they kinda forced it on me. and not a problem email me or text me anytime 407 929 9495! Its been alil crazy as well because i bought out my partner this month that had 40% of the office, so lots of exciting things going on but also lots of work haha thanks!"
    2017-04-28 | danny.n
    sk: 11:09am
    2017-04-28 | danny.n
    told him i'll be avail at 12 and will wait for Jasmine. Asked him if he knows the domain he has right now is in his control or TNT so i can figure out the logistics. Goal is to get temp site up, transfer domain to his GoDaddy and then start on the design concept.
    2017-04-28 | danny.n
    "yea lots of phone tag today haha, she will be free right at 12 noon, if that works she will call at that time thanks!"
    2017-04-28 | danny.n
    got missed call again. Called her immediately back, went to vm. She left me a message asking about the design process and quote again
    2017-04-28 | danny.n
    "HI danny im at a conference cant talk to much right now but i text Jaz to give you a call asap! thanks!"
    2017-04-28 | danny.n
    emailed Dr Hammoudeh regarding the missed call yest from jasmine. Gave him an update I tried calling back a few times since yest and if he can ask her to call me.
    2017-04-28 | danny.n
    called again. answering service picked up. lm.
    2017-04-28 | danny.n
    called. office not open yet. unable to leave message on their vm box cause it is full.
    2017-04-27 | danny.n
    sk: 3:25pm
    2017-04-27 | danny.n
    got a missed call and vm from Jasmine to call back. Called her back 30 secs later, she just stepped out.LM with front for her.
    2017-04-27 | danny.n
    sk: 1:44pm
    2017-04-27 | danny.n
    sk: 12:12pm
    2017-04-27 | danny.n
    sent dr most recent proposal, gave him credentials to sign online to get started. Goal is to get temp site up asap. Asked dr if domain is in his control or tnt dental. Whois shows he's registrant but technical is with TNT at networksolutions.com
    2017-04-27 | danny.n
    "HI danny, I was just informed by my office manger as well. Im at a conference right now but i guess this would be the best time to get the new site going. can you please break down Time and Payments for the new site thanks!"
    2017-04-27 | danny.n
    called to let him knkow... no pickup. lm

    Leave a Comment:




    Revised Estimate 
    Estimates | 2017-01-12 | Danny | #67076 |

    “Hi Danny, Yes i reviewed the proposal and I have made the decision to switch to you guys. I really like the websites your company has designed and
    I think it would be a great idea for the PPC. I really wanna push Ortho heavy and make a strong presence online and in the community i serve. I am meeting my accountant on monday to discuss tax payments for the year but ill make sure we talk about putting this in the budget. The 80$ or so a month is very ideal, coming up with the 2 payments of 2k$ will be an issues right now but i believe in a couple weeks the office will have it. The beginning of the year is always alil tight with money as we have some tax obligations to take care of and don’t want the IRS sending me letters hahha.
    let me know if you need to to gather any info and if you need anything
    thanks!
    DrBasil”


    2017-03-21 | danny.n
    sk: 11:45am (almost after email sent)
    2017-03-21 | danny.n
    texted him as well to see if he's still in the market either way
    2017-03-21 | danny.n
    called.. lm. sent f/u to see if he's still in the market.
    2017-03-08 | danny.n
    sk: 12:21pm
    2017-03-08 | danny.n
    called. lm with Jessica. Sent dr an email. Told her to have dr check email too.
    2017-03-02 | danny.n
    texted Dr. H to see if there are any updates cause he had wanted to start but was waiting on his accountant for clearance.
    2017-02-20 | danny.n
    sk: 11:39am
    2017-02-20 | danny.n
    sent dr an email per his request last month to check in around this time.
    2017-01-26 | danny.n
    "Thank you! ill keep a look out for your email . Have a great rest of the week DrBasil"
    2017-01-25 | danny.n
    Told dr i'll shoot him an email mid-feb
    2017-01-25 | danny.n
    ""HI Danny Happy wednesday to you as well! Im sorry for not answering as im still at the office. But yes I talked to my accountant and we will be available to switch over and have you take over the site design hosting and PPC. We are gearing up to pay our taxes for the season and might not be able to make the start until mid Feb or there about. Im committed to switching i just need a lil more time to get these big tax burdens out the way. I hope all is well. thanks! DrBasil
    2017-01-25 | danny.n
    called. lm on his cell. sent f/u. told dr i will email him too if he can get back to me.
    2017-01-19 | danny.n
    sk: 2:30pm
    2017-01-19 | danny.n
    sk: 10:47am
    2017-01-19 | danny.n
    sk: 10:12am
    2017-01-19 | danny.n
    called.. dr w a pt. lm. sent f/u.
    2017-01-12 | danny.n
    replied to dr tellign him i undestand the politics when it comes to accounting. Told dr what we can do is to start the process this week and have the 1st installment charged next week after he figures it out with his accountant. Also offered dr to break up to 3 installments which will ease the initial cost which is another concern of his. waiting on dr's response.

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-01-10 | Danny | #66888 |

    finally had the phone conference with dr. Extremely nice.

    With TNTdental. Happy with them but feels like he’s going nowhere. Paying $330/m but not getting anything out of it. They kept telling him a few more months and he should get to the 1st page. Basically there is no marketing, just paying for hosting.

    Gave him a rundown of how Web and Marketing works. Also how SEO works. Told him Glendale is competitive and his site is only online for less than 2 years, not enough history. Recommend to focus on PPC. gave him pointers on how it works and the benefits of it which he really liked vs sitting there waiting for months with no guarantees. Told him he will need at least $1k budget cause it is quite competitive and pointed out how it is $4k just for Beverly hills. He said he wants to focus more on Ortho cause he has a credential now. PPC would be the way to go.

    Gave him highlights of our web design and the advantages of us vs others. He really liked the ideas and recommendations i gave him regarding his current site which is lacking (personalized photos, reviews, call to action, etc)

    dr seems to be ready to get started. Domain is with TNT but told him we should easily transfer it over. no need to contact them until web project is near completion.

    Sent dr contract to get started. VERY HOT.


    2017-01-12 | danny.n
    sk: 11:07am
    2017-01-12 | danny.n
    sent dr an email. Dr is usually really busy so will try ph call in 2 days.
    2017-01-10 | danny.n
    "Hi Danny thank you for the email and all the great info, i will review this tonight thanks!"

    Leave a Comment:




    Initial Contact 
    Leads | 2016-12-29 | Danny | #66129 |

    Called. LM w/ front. Dr is not in yet.


    2017-01-10 | danny.n
    called dr at 1pm. lm on his cell.
    2017-01-09 | danny.n
    "Hi Danny sorry about not being able to pick up,i got busy with some patients and couldn't get away. Can we reschedule the phone call for tmrw at 1pm my california time please, or whatever works for you. Sorry again hope all is well DrBasil"
    2017-01-09 | danny.n
    Rosie called me back letting me know that dr asked her to call me so i know he's not avoiding me but still with a patient. Rosie was really nice, gave me an overview of their current situation which I told her i know and understand based on our email exchange. I do have recommendations/suggestions on what we can do to improve his site. She said if i don't hear from him by 1:30, give him a call... he should be done with patients by then.
    2017-01-09 | danny.n
    sent dr an email as well to let him know I had called.
    2017-01-09 | danny.n
    called dr at 12:03 pm per our scheduled call. LM on his cell. Dr did say he may be in bt pts but to leave him a msg.
    2017-01-05 | danny.n
    "thank you very much, sounds great I would love to hear your ideas and see if we can make an improvements. best number to call is 407-929-9495 that is my cell and ill make sure to keep the schedule free around that time, If i don't pick up please leave a message and ill call right back thanks!"
    2017-01-05 | danny.n
    replied to dr letting him know confirmation for next Monday at 12.
    2017-01-05 | danny.n
    "HI Danny, sorry for the delay response. Yes I am interested in switching my web hosting company especially if you think you can offer a lower price, its not that they are doing a poor job i just dont see the return on investment with their package. this week is alil crazy because i am moving to a new house but monday at noon my time? how long will the call take? can you check out my site and see if there are things that you see that your company can improve on? atriumdentalgroupca.com thanks! DrBasil"
    2017-01-05 | danny.n
    sk: 11:11am
    2017-01-05 | danny.n
    called.. lm with front. sent email.
    2016-12-30 | danny.n
    sk: 12:10pm
    2016-12-30 | danny.n
    called.. dr not in. sent dr a f/u.
    2016-12-29 | danny.n
    sk: 10am
    2016-12-29 | danny.n
    sk: 9:39am - immediately after email sent
    2016-12-29 | danny.n
    site is currently with TNT. sent dr 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: 2017-05-04
    Questionnaire: 2017-05-04
    Site Download/Site Sucker:
    Temporary Site: 2017-05-04
    Concept: 2017-05-13
    Approved: 2017-05-15
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download: 2017-05-18
    Image Optim: 2017-05-18
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online: 2017-05-10
    Analytics Setup: 2017-05-10
    Analytics Report or Jetpack Setup: 2017-05-10
    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: 2017-05-15
    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
    2017-05-04
    2017-05-08
    Mobile
    Fluid Responsive
    2017-05-04

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2017-04-28 | Danny | Phone Conference with Jazmin Ordered

    Gold


    Initial: 6 Payments of $666
    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

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-05-04 | danny.n
    Dr H response: "HI danny, thanks being flexible with the payments, and understanding our needs, Ill fill this out and fax it over today. I apologize i couldn't get to the phone last time, its been Very busy at the office but we are excited for the new changes and new direction the office will be going and happy you are part of the transition. I would like to use the Domain BracesByBasil.com, which i believe i own. thanks again!"
    2017-05-03 | danny.n
    sk: 2:34pm
    2017-05-03 | danny.n
    Jasmin called. Asked to split up to 6 cause they recentlly bought out the dr's partner and there's a lot of cost involved. I ok'd it if they can get started soon. Adjusted the proposal and resent to fax or electronically sign.
    2017-05-02 | danny.n
    sk: 11:12am & 12:12pm
    2017-05-02 | danny.n
    "HI Danny sorry for the delay, I did receive the email and figuring out all the logistics here with the buy out. I just found out my partner that i bought out, he was in charge of the website and has not pain they in few month and trying to get that taken care of.I am also in the process of changing patient management software so its been alil crazy Ill have Jasmine or myself call today thanks! - Dr. Hammoudeh"
    2017-05-01 | danny.n
    sk: 11:24am
    2017-05-01 | danny.n
    called. lm for Jazmin. Sent dr hammoudeh an email regarding this that I haven't heard back from Jazmin.
    2017-04-28 | danny.n
    sent dr h and cc'd jazmin an update on my convo with Jzmin today. included proposal to fax and electronic sign to start asap
    Leads | 2017-04-27 | Danny | His Site is Down


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-04-28 | danny.n
    told dr if new domain then that makes it easier but ideally we'll try to grab the old domain to point to the new one if we can within a reasonable period to preserve history. Told him i'll talk to Jasmine at noon and will email him an update shortly after.
    2017-04-28 | danny.n
    "Great yes she will be call right around noon, I believe TNT dental owns that domain, and Ill be more than happy to give you authorization, or set up with a new domain im not every happy with the long domain name but they kinda forced it on me. and not a problem email me or text me anytime 407 929 9495! Its been alil crazy as well because i bought out my partner this month that had 40% of the office, so lots of exciting things going on but also lots of work haha thanks!"
    2017-04-28 | danny.n
    sk: 11:09am
    2017-04-28 | danny.n
    told him i'll be avail at 12 and will wait for Jasmine. Asked him if he knows the domain he has right now is in his control or TNT so i can figure out the logistics. Goal is to get temp site up, transfer domain to his GoDaddy and then start on the design concept.
    2017-04-28 | danny.n
    "yea lots of phone tag today haha, she will be free right at 12 noon, if that works she will call at that time thanks!"
    2017-04-28 | danny.n
    got missed call again. Called her immediately back, went to vm. She left me a message asking about the design process and quote again
    2017-04-28 | danny.n
    "HI danny im at a conference cant talk to much right now but i text Jaz to give you a call asap! thanks!"
    2017-04-28 | danny.n
    emailed Dr Hammoudeh regarding the missed call yest from jasmine. Gave him an update I tried calling back a few times since yest and if he can ask her to call me.
    2017-04-28 | danny.n
    called again. answering service picked up. lm.
    2017-04-28 | danny.n
    called. office not open yet. unable to leave message on their vm box cause it is full.
    2017-04-27 | danny.n
    sk: 3:25pm
    2017-04-27 | danny.n
    got a missed call and vm from Jasmine to call back. Called her back 30 secs later, she just stepped out.LM with front for her.
    2017-04-27 | danny.n
    sk: 1:44pm
    2017-04-27 | danny.n
    sk: 12:12pm
    2017-04-27 | danny.n
    sent dr most recent proposal, gave him credentials to sign online to get started. Goal is to get temp site up asap. Asked dr if domain is in his control or tnt dental. Whois shows he's registrant but technical is with TNT at networksolutions.com
    2017-04-27 | danny.n
    "HI danny, I was just informed by my office manger as well. Im at a conference right now but i guess this would be the best time to get the new site going. can you please break down Time and Payments for the new site thanks!"
    2017-04-27 | danny.n
    called to let him knkow... no pickup. lm
    Estimates | 2017-01-12 | Danny | Revised Estimate Expired

    Gold


    Initial: 3 Payments of $1,333
    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)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-03-21 | danny.n
    sk: 11:45am (almost after email sent)
    2017-03-21 | danny.n
    texted him as well to see if he's still in the market either way
    2017-03-21 | danny.n
    called.. lm. sent f/u to see if he's still in the market.
    2017-03-08 | danny.n
    sk: 12:21pm
    2017-03-08 | danny.n
    called. lm with Jessica. Sent dr an email. Told her to have dr check email too.
    2017-03-02 | danny.n
    texted Dr. H to see if there are any updates cause he had wanted to start but was waiting on his accountant for clearance.
    2017-02-20 | danny.n
    sk: 11:39am
    2017-02-20 | danny.n
    sent dr an email per his request last month to check in around this time.
    2017-01-26 | danny.n
    "Thank you! ill keep a look out for your email . Have a great rest of the week DrBasil"
    2017-01-25 | danny.n
    Told dr i'll shoot him an email mid-feb
    2017-01-25 | danny.n
    ""HI Danny Happy wednesday to you as well! Im sorry for not answering as im still at the office. But yes I talked to my accountant and we will be available to switch over and have you take over the site design hosting and PPC. We are gearing up to pay our taxes for the season and might not be able to make the start until mid Feb or there about. Im committed to switching i just need a lil more time to get these big tax burdens out the way. I hope all is well. thanks! DrBasil
    2017-01-25 | danny.n
    called. lm on his cell. sent f/u. told dr i will email him too if he can get back to me.
    2017-01-19 | danny.n
    sk: 2:30pm
    2017-01-19 | danny.n
    sk: 10:47am
    2017-01-19 | danny.n
    sk: 10:12am
    2017-01-19 | danny.n
    called.. dr w a pt. lm. sent f/u.
    2017-01-12 | danny.n
    replied to dr tellign him i undestand the politics when it comes to accounting. Told dr what we can do is to start the process this week and have the 1st installment charged next week after he figures it out with his accountant. Also offered dr to break up to 3 installments which will ease the initial cost which is another concern of his. waiting on dr's response.
    Estimates | 2017-01-10 | Danny | Phone Conference Expired

    Gold


    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)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-01-12 | danny.n
    sk: 11:07am
    2017-01-12 | danny.n
    sent dr an email. Dr is usually really busy so will try ph call in 2 days.
    2017-01-10 | danny.n
    "Hi Danny thank you for the email and all the great info, i will review this tonight thanks!"
    Leads | 2016-12-29 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-01-10 | danny.n
    called dr at 1pm. lm on his cell.
    2017-01-09 | danny.n
    "Hi Danny sorry about not being able to pick up,i got busy with some patients and couldn't get away. Can we reschedule the phone call for tmrw at 1pm my california time please, or whatever works for you. Sorry again hope all is well DrBasil"
    2017-01-09 | danny.n
    Rosie called me back letting me know that dr asked her to call me so i know he's not avoiding me but still with a patient. Rosie was really nice, gave me an overview of their current situation which I told her i know and understand based on our email exchange. I do have recommendations/suggestions on what we can do to improve his site. She said if i don't hear from him by 1:30, give him a call... he should be done with patients by then.
    2017-01-09 | danny.n
    sent dr an email as well to let him know I had called.
    2017-01-09 | danny.n
    called dr at 12:03 pm per our scheduled call. LM on his cell. Dr did say he may be in bt pts but to leave him a msg.
    2017-01-05 | danny.n
    "thank you very much, sounds great I would love to hear your ideas and see if we can make an improvements. best number to call is 407-929-9495 that is my cell and ill make sure to keep the schedule free around that time, If i don't pick up please leave a message and ill call right back thanks!"
    2017-01-05 | danny.n
    replied to dr letting him know confirmation for next Monday at 12.
    2017-01-05 | danny.n
    "HI Danny, sorry for the delay response. Yes I am interested in switching my web hosting company especially if you think you can offer a lower price, its not that they are doing a poor job i just dont see the return on investment with their package. this week is alil crazy because i am moving to a new house but monday at noon my time? how long will the call take? can you check out my site and see if there are things that you see that your company can improve on? atriumdentalgroupca.com thanks! DrBasil"
    2017-01-05 | danny.n
    sk: 11:11am
    2017-01-05 | danny.n
    called.. lm with front. sent email.
    2016-12-30 | danny.n
    sk: 12:10pm
    2016-12-30 | danny.n
    called.. dr not in. sent dr a f/u.
    2016-12-29 | danny.n
    sk: 10am
    2016-12-29 | danny.n
    sk: 9:39am - immediately after email sent
    2016-12-29 | danny.n
    site is currently with TNT. sent dr initial email.