Subtle Smiles

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    Profile ID: 102894




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    Potential Reactivation? 
    Leads | 2017-07-20 | Danny | #79996 |

    SK 6:30pm YEST (7/19)


    2017-07-20 | danny.n
    sent dr a f/u to see if he's still in the market. showed some recently develped sites.

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-01-09 | Danny | #66743 |

    Called Dr to pick up where we had left off last Friday. Today was our original phone conference day cause he doesn’t see patients on Monday.

    Touched based on a lot of things we talked about. Didnt go over pricing yet.

    Dr currently using Lighthouse360 which is working for him but dr does understand after i pointed out that it doesn’t help with reviews from G+ and other outlets. They also deal with recall and reminders which dr understands it is diff from what we do.

    Viviosites currently posting 2-3 times a week whcih I pointed out to dr and he understands its generic. Told him what we do vs others are the same thing but better quality with better purpose/results.

    Proposed to dr the 360Plan without the logo since he doesn’t need.

    Assured Dr again our quality, pricing, & support. Dr was very very nice and will need to discuss with his wife.

    Sent dr contract with the 360plan.


    2017-03-23 | danny.n
    dr went with Vivio sites which he was using prior. has a new design already.
    2017-03-06 | danny.n
    called. lm. sent f/u.
    2017-02-16 | danny.n
    called. lm on office vm. sent dr another f/u. no sk since then.
    2017-02-10 | danny.n
    no sk. - Will call Dr next Tues.
    2017-02-06 | danny.n
    called. lm with the front. very nice. told him i'll shoot dr an email as well.
    2017-01-24 | danny.n
    sk: 4:44pm yest 1/23
    2017-01-23 | danny.n
    sk: 1:15pm
    2017-01-23 | danny.n
    called.. lm. sent another f/u. no sk since the last 2 emails.
    2017-01-17 | danny.n
    called.. unable to leave sent another f/u.
    2017-01-12 | danny.n
    called.. lm sent dr f/u.
    2017-01-09 | danny.n
    sk: 12:19pm
    2017-01-09 | danny.n
    sk: 11am
    2017-01-09 | danny.n
    sk: 9:30am

    Leave a Comment:




    Phone Conference 
    Leads | 2017-01-06 | Danny | #66644 |

    dr called in bt patients. Thought he can squeeze in a few mins with m. lm. called dr back. gave me an overview of his situation.

    Was working for someone, didn’t want to work for others so he bought a practice from a retiring dentist with about 1500 active patients. Very old school, no website. He updated the practice with all modern technology and moved the office to a building that he now owns. Currently with viviosites, knows its a template. Was talking to a local marketing guy who was referred to him but didn’t like what he had to offer so he’s exploring other options. Currently, he has a lot of hygiene patients which is for hygienist but wants more productive treatments.

    Came across our designs and what we offer which is what he’s looking for. Wants help/suggestions on how to improve his practice which is primarily marketing but is open to design change as well.

    Gave dr overview of what we do vs others when it comes to quality. Our design process. Discussed with him how Website & Marketing complement each other and the purpose of each which dr agrees and understands. With marketing, went over how SEO and PPC works which I suggest PPC for Houston keywords and for SEO for Missouri City. Gave dr outline how PPC, SEO and G+ works on google search results.

    Dr was very much interested but had to go see a patient stating he will try to call me back before end of the day today and if now we will reconnect next monday since he is available most of the day.

    Didn’t discuss package/pricing yet. HOT lead. will try to focus on 360Plan


    2017-01-06 | danny.n
    Dr also mentioned his monthly budget is about $800-$1,000/m. Not sure if its for marketing but will clarify at next discussion.

    Leave a Comment:




    Initial Contact 
    Leads | 2017-01-06 | Danny | #66608 |

    called. lm with office manager. Dr was with a patient. He asked me to email dr since i have his email.


    2017-01-06 | danny.n
    confirmed with dr.
    2017-01-06 | danny.n
    "I will call you this Monday, Jan. 9. I am not seeing patients that day. Thanks. Sent from my iPhone"
    2017-01-06 | danny.n
    sk: 10:10am

    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 | 2017-07-20 | Danny | Potential Reactivation?


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-07-20 | danny.n
    sent dr a f/u to see if he's still in the market. showed some recently develped sites.
    Estimates | 2017-01-09 | Danny | Phone Conference Sent

    360 Plan


    Initial: 2 Payments of $3,499
    Monthly: $499


    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

    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:

    Educational Videos

    High-Quality Patient Education Videos

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Advanced SEO

    Ongoing SEO (10hrs/m)

    PPC Management

    Google Adwords Management

    Review Management

    A 5-Star Reputation (Review Site)

    Social Marketing

    Monthly Blogging with Custom Content

    - includes all default features (page 2)

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-03-23 | danny.n
    dr went with Vivio sites which he was using prior. has a new design already.
    2017-03-06 | danny.n
    called. lm. sent f/u.
    2017-02-16 | danny.n
    called. lm on office vm. sent dr another f/u. no sk since then.
    2017-02-10 | danny.n
    no sk. - Will call Dr next Tues.
    2017-02-06 | danny.n
    called. lm with the front. very nice. told him i'll shoot dr an email as well.
    2017-01-24 | danny.n
    sk: 4:44pm yest 1/23
    2017-01-23 | danny.n
    sk: 1:15pm
    2017-01-23 | danny.n
    called.. lm. sent another f/u. no sk since the last 2 emails.
    2017-01-17 | danny.n
    called.. unable to leave sent another f/u.
    2017-01-12 | danny.n
    called.. lm sent dr f/u.
    2017-01-09 | danny.n
    sk: 12:19pm
    2017-01-09 | danny.n
    sk: 11am
    2017-01-09 | danny.n
    sk: 9:30am
    Leads | 2017-01-06 | Danny | Phone Conference


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-01-06 | danny.n
    Dr also mentioned his monthly budget is about $800-$1,000/m. Not sure if its for marketing but will clarify at next discussion.
    Leads | 2017-01-06 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-01-06 | danny.n
    confirmed with dr.
    2017-01-06 | danny.n
    "I will call you this Monday, Jan. 9. I am not seeing patients that day. Thanks. Sent from my iPhone"
    2017-01-06 | danny.n
    sk: 10:10am