CONTACT
-change Executive Drive to “Executive Blvd.”
-add email address: info@bethesdafamilydentistry.com
-link both location phone #’s
-update insurance to the following:
Aetna
Assurant
Carefirst BCBS
Cigna
DenteMax/Principal/ Ameritas
GEHA/United Healthcare
Guardian
Humana (We do not accept Federal Plans)
Metlife
Anthem Blue BCBS
United Concordia
Delta Dental (Premier Plan Only)
Dominion PPO (We do not accept EPPO Plans)
2018-02-14 | catherine.c
emailed completed 2018-02-09 | desirae.g
FTP user: deborahtabb
FTP pass: voybwuclyteijFem 2018-02-09 | developerdeepak
All done. Need FTP details for FOOTER update.
2017-11-09 | desirae.g
Spoke to Gail and guided her on the next steps to take: backing up any important emails for info@bethesdafamilydentistry.com, filling out the cancellation form to include my email, and also informed her that we can create the same email address on our end once we get the domain.
Leave a Comment:
Blog Topics
Notes | 2017-11-01
| Desirae.G
| #101140
|
On this page: http://bethesdafamilydentistry.com/testimonials/
Find 6 reviews for Dr. Cuevas and 6 reviews for Dr. Badakhshan – use review links at top of this page.
Add them to the testimonials page. Make sure all reviews are mixed up on the page – between Dr. Tabb, Dr. Cuevas, Dr. Badakhshan.
2017-10-19 | catherine.c
Ticket has been completed. Closing ticket. 2017-10-19 | catherine.c
will notify client. 2017-10-18 | catherine.c
Please also find testimonials for Dr. Sood. 2017-10-18 | catherine.c
no reviews found for Dr. Badakhshan
Greg sent an invitation to social@optimized360.com for the following accounts, and I accepted all of them (only account that is not verified is Bethesda Family Dentistry – Tabb Deborah K DDS):
For Medical History Main Report form:
Please enlarge the everything on the first page and make all font size 10. Move all check boxes on the first page to the second page then rearrange and resize the boxes as they are in the first 3 examples (Aids/HIV positive, Alzheimers Disease, etc.)
NOTICE OF PRIVACY PRACTICES:
text appears to bleed onto the 2nd page as well; please fix this so there is enough space from page to page.
DEBORAH K. TABB:
– checkboxes need to be added to the list under “we now offer the following payment options”
– font size when you type in the signature fields is too big; please decrease this font size
Please Put the Updated forms in the “Revised Forms” folder
2017-10-05 | desirae.g
Added forms to website. Closing. 2017-10-04 | desirae.g
Sent updated forms to client for review. 2017-10-04 | desirae.g
Deepak, please remove the auto-fill text for "Notice of Privacy Practices". All other forms look good. Thank you. 2017-10-04 | charles.b
Forms Updated and in following URL:
https://www.dropbox.com/sh/qejr7l509t4z9zx/AABuQRMlHRNwkYQPx6Dqkv2ea?dl=0 2017-10-04 | developerdeepak
Updated forms are sent to you in email. 2017-10-03 | charles.b
Dev will have forms ready by tomorrow 10/4 2017-10-03 | desirae.g
Thank you! 2017-10-03 | charles.b
Forms should be ready by/before eod
INNER PAGES
-replace hero image of the dental chair with the main hero image on the homepage
2017-09-05 | catherine.c
Only display one quarter of the image for inner page hero image.
Leave a Comment:
Going Live Itemsclosed
Task: Social | 2017-08-31
| Desirae.G
| #83732
|
1. Please add domain(s) to statuscake.com
2. Complete 301 Redirects
3. Check Analytics & Reporting
4. Run theme images through ImageOptim
301 Redirects:
Please go to Tools > Safe Redirect Manager > Create Redirect Rule “Redirect from:” – use the old path from old site (ie. /index.htm) “Redirect to:” – use the new path (ie. http://drrobertbloom.com/)
Please direct the pages to what you think is appropriate on new site. Some old site pages may not exist in new site. Please direct those to homepage. For all inner pages, use the page name only. Full URL not needed.
Congratulations! Your website is live and accessible to the public.
Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form.
URL: http://bethesdafamilydentistry.com
If you would like to make changes to the website in the future, you may always log in by going to the bottom of your website and clicking “Login.” We welcome any questions regarding the website editor.
Please create fillable PDF forms for the following:
1. Deborah K. Tabb, DDS, PC
2. Patient Financial Policy and Consent to Treatment (there are 2 documents that should be created together as one document)
3. Medical History
4. Notice of Privacy Practices
*documents found here: https://www.dropbox.com/sh/u2xpyyi37knf5ah/AADLzLaAaQQygivFTBgWsKmfa?dl=0
2017-09-20 | desirae.g
Emailed you a list of revisions. No rush! 2017-09-19 | charles.b
Fillable forms in link provided:
https://www.dropbox.com/home/websites/bethesdafamilydentistry.com/forms%20-%20word/Fillable%20PDF%20Forms 2017-08-30 | desirae.g
Thank you! 2017-08-30 | charles.b
Will take 2 weeks to complete all forms - will let you know if they get done sooner.
Greg sent login credentials to the Dashboard of their Officite. I emailed Officite to provide Greg with more info on the cancellation process so they can release their domain for a transfer.
2017-08-30 | desirae.g
Update - Officite still has not sent the cancelation forms to Greg or Gianni. Also, there seems to be a page of a form missing...confirming with Greg before we proceed with fillable forms. 2017-08-25 | desirae.g
Update - Officite will be sending Greg the cancellation forms. 2017-08-24 | desirae.g
FYI Danny 2017-08-24 | desirae.g
Update - Officite will be able to change the A record to go live since they cannot transfer out the domain for 60 days. I instructed Greg and/or Gianni to fill out their cancellation form first since Officite will not be able to change settings until done so. 2017-08-23 | desirae.g
From Officite:
"Hi,
Are you wanting to gain control of your domain or cancel all services with Officite. Our Outreach coordinator will reach out to you to send the correct info as well.
Also at this time, we are not able to unlock the domain and provide the authorization code at this time.
Our office is switching registrars and it is causing a 60-day lock on the account, which is the protocol with any domain changing registrars.
If you have any DNS changes though, we will be more than happy to update them on your behalf. Once the 60-day waiting period is over we will be able to unlock and provide the authorization code for the domain."
Please recreate the forms below in a Word document.
-copy exactly, word for word, and include all fillable areas (check boxes, signature lines, etc…)
-format the documents exactly the same
2017-08-28 | catherine.c
Forms reviewed. All word docs saved here: https://www.dropbox.com/sh/u2xpyyi37knf5ah/AADLzLaAaQQygivFTBgWsKmfa?dl=0 2017-08-28 | developershafiq
Email sent,Kindly review 2017-08-25 | catherine.c
Please provide update on this task. 2017-08-21 | desirae.g
Shafiq, please confirm if you have received this task and let me know if you have any questions. 2017-08-21 | desirae.g
Forms are also in Dropbox: https://www.dropbox.com/sh/8cy0pgcjuhrtlfc/AAB5MSh3pwli6yXuONbASHjxa?dl=0
Leave a Comment:
Fiillable Formclosed
Task: Other | 2017-08-21
| Danny
| #82253
|
2017-08-21 | desirae.g
Our developers will be duplicating the PDF forms (since they were scanned) to a Word doc so we can make them fillable. Will update the client that we are working on this and can go live in the meantime. Closing this task.
“Hello Greg the user id info@bethesdafamilydentistry.com
And Password Bethesda78!@ ….it uses the same credentials as our email
…so if you change the password or user id ,you will be changing the email”
Emailed Greg to introduce myself and sent the most recent logo designs to him. Dr. Tabb wants to go live ASAP, so I advised Greg to let Officite know we want to transfer the domain to us.
Please place the following reviews on the Testimonials page:
“When I got to the office, every single person in the office made me feel great. I actually dislike dentists but Dr. Tammira Badakhshan made me want to come back to her. Very friendly staff and extremely professional. It was a very pleasant and detailed experience I would definitely recommend this office.” -Jonathan
“Dr Cuevas is an excellent dentist, and her hygienists are wonderful as well.” – Ann
“Excellent check-in procedures, up to date technology, fantastic experience with Dr. Badakhshan, who is so knowledgeable and personable. Her professionalism and warm demeanor made my children feel very comfortable.” -Taraneh
“One more session with Jenna and I’ll be suffering from Stockholm Syndrome. 🙂 She, like all your staff, are superb.” – Jonathan
“Great Team! Thank you Dr. Lee!” -Jeffrey
“Excellent from registration to Dr. Badakhshan. The most thorough and efficient dental appointment I have ever had.” – James
“Dr. Curvas is the best dentist I have every had. The office staff is wonderful. I love the new office.” -Aurelia
“Even though I miss on my homework Dr. Cuevas always puts me back on track with her comforting touch. Hygienists are always sharp and informative.” -Manuel
“Great office – newest equipment and spacious exam rooms. On time with appointment, reviewed previous visit information and completed needs in good time. Dr. Cuevas’ soft approach is very soothing. She is knowledgeable and current with latest procedures with a focus on what is best for you. The staff are friendly and eager to make your experience worthwhile and positive.” -Anonymous
“I love my Bethesda Dentistry and Dr. Cuevas despite having a major phobia about dentists since childhood. They are highly skilled, compassionate, and really care about my dental health.” -Karen
“The team at Bethesda Family Dentistry were very helpful and gracious on my first visit. I’m hoping to keep them as my primary dentistry in the future. Dr. Cuevas seems to be personable and approachable. Thank you.” – Anonymous
2017-07-25 | catherine.c
Ticket has been completed. Closing ticket.
Per your most recent notes, here are variations on the last set of logos, done in white and gray to stand out against dark backgrounds.
Let me know what you think.
Please crop the photos on the Staff page so that they all have the same aspect ratio. Please also add a thin border to each photo, so that they look like the photo for Deborah Tabb.
2017-06-29 | roberto.l
Ticket has been completed. Closing ticket. 2017-06-29 | roberto.l
There won't be new photos for a while.
The photos don't all need to be the same size, they just need to have the same relative dimensions. If one is smaller, that's fine. 2017-06-29 | developersohan
The images are not so good, one of them is very small, to make all same size, all have to be minimized. If possible take some new photos of the staff from the client.
Client likes #1 and #3 from the last round (image attached). Per the client, please include white or gray versions of the next set, for placing on blue backgrounds. Thank you!
2017-06-29 | roberto.l
Ticket has been completed. Closing ticket. 2017-06-29 | developerfaizan
Revision drafts have been uploaded in drop box folder named 'Bethesda Family Dentistry'
Per client request, I changed the home page hero slider image to one that is now much darker and more colorful than the previous picture.
Two things:
+ Please make the nav bar translucent, so there isn’t such a clash between the menu and the picture.
+ Please find a way to highlight the lettering so that “Dentistry” doesn’t get lost against the rock. Maybe just adjusting the placement of the photo would be enough.
Thank you. Screenshot attached.
2017-06-22 | developerbrijesh
we have fix this. Please check. 2017-06-21 | roberto.l
Ah yes, I see. No worries - I'll reassign it. Thank you! 2017-06-21 | developerrhythm
Hi,
As I can see this site is not developed by me and not have full access to the site. Will you please check ?
Thank you! : )
The client liked logo #2 the best, and they liked the color scheme. Please send more options in that style.
2017-06-28 | roberto.l
Ticket has been completed. Closing ticket. 2017-06-19 | developerfaizan
Hi
I just noticed your revision note as i did not get any notification on my email.
Revision has been uploaded in drop box folder named 'Bethesda Family Dentistry'
I have attached a couple of concepts for your logo design. Take a look at the styles, fonts, symbols and colors. Let me know what your thoughts are on each or if you’d like bits and pieces of each concept.
Thank you,
Roberto
Leave a Comment:
New Logo Designclosed
Task: Other | 2017-06-01
| Roberto
| #76821
|
Current site: bethesdafamilydentistry.com
Site under development: http://deborahtabb.360sites.net/
Practice name: Bethesda Family Dentistry
Style Choices (from logo questionnaire):
Classic vs Modern – 7
Mature vs Youthful – 5
Feminine vs Masculine – 5
Playful vs Sophisticated – 8
Economical vs Luxurious – 6
Geometric vs Organic – 6
Abstract vs Literal – 6
Client’s description:
“Something simple(Dental), that is easily recognizable and not too complex or over the top.”
What name do you want in your logo? Bethesda Family Dentistry
Do you have a slogan you’d like to incorporate into your logo?
Classic vs Modern 7
Mature vs Youthful 5
Feminine vs Masculine 5
Playful vs Sophisticated 8
Economical vs Luxurious 6
Geometric Organic 6
Abstract vs Literal 6
Color 1 #67bff9
Color 2 #c8c6c6
Color 3 #ffffff
Describe what you’re looking for in a logo (if not, that’s okay!). Any examples? Something simple(Dental), that is easily recognizable and not too complex or over the top.
Please upload any files that may be helpful to your designer.
Please add the following social media icons to the right-hand side of the sub-footer:
+ Google
+ Yelp
+ Facebook
+ Yahoo!
2017-05-31 | developersohan
if you want specific images for social icon, then share those with me 2017-05-30 | belinda.t
Make changes on the new website: http://deborahtabb.360sites.net/
Your website is ready for your review and to further customize.
We encourage you to schedule a call to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have.
Temporary URL: http://deborahtabb.360sites.net
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
On the home page, please increase the padding around the text in the Testimonial and Blog sections. Please also decrease the font size of the text.
There should be about the same amount of padding as in the Services section, around the buttons.
Please make the Blog Section (in Highlights) feature the most recent post with the Category “Blog.” The post title should appear as an h3 header in white, along with an excerpt of the post.
In the mobile view, the text in the Welcome section (“Dentistry Without Equal”) is hard to read because it overlaps the image. Please make the image transparent in the mobile view.
2017-05-20 | developerbrijesh
I have add the transparent background please check.
Please bring the pages from:
bethesdafamilydentistry.com
To:
http://deborahtabb.360sites.net/
2017-05-23 | developerbrijesh
#1 we have format office hours but when we update page divi builder remove map and form
#2 we have already Copy over New patients section here page url
http://deborahtabb.360sites.net/327-2/ 2017-05-22 | catherine.c
1. http://deborahtabb.360sites.net/office/
Format office hours so hours line up. See old site
2. Copy over New patients section - it's missing in new site 2017-05-22 | developerbrijesh
we have add content please check.
2017-05-20 | developerbrijesh
still working 2017-05-20 | developerbrijesh
we have add content please check
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.
Roberto
roberto.l@optimized360.com
2017-05-30 | roberto.l
Ticket has been completed. Closing ticket. 2017-05-19 | developerbrijesh
we have completed project on live server please check and give your feedback 2017-05-17 | developerbrijesh
we have started work at our local server 2017-05-16 | belinda.t
We have updated dropbox URL to the correct one. Please check. 2017-05-16 | developerbrijesh
we have not fond final psd in drop box please attach psd
Your design has been submitted to our development team. If you have any major changes to the design, please let us know. This process will take about 1-2 weeks. If you have content (photos, biographies, forms – anything you’d like to add to the site), please send it my way. You’ll have opportunities to review the site and make additional changes once development is complete.
Spoke with Greg Tabb. He likes the design and layout, with the exception of the header photo, which he feels may confuse clients who are expecting the office to look like that. He is fine with appropriate stock photos – we don’t have to use his office photos.
He would like the header menu to stand out more.
He likes the light background and the other images on the site.
He wants to make sure that clients can’t book their own appointments via the contact form. They have an agreement with ZocDoc, which is a Yelp-like service that does allow clients to book their own appointments. They are required to post a link to ZocDoc on their site. We agreed to have separate Contact Us and Appointment pages. On the Appointment page will be a general contact form, and then, below that, the ZocDoc widget.
I’m going to get him a draft in the next couple of days, and we will likely be able to move to the development stage by week’s end.
Greg responded to my draft with an office image submission. I sent him a Calendly link and asked when he’d like to chat about the draft.
2017-05-03 | roberto.l
Spoke with Greg. He will make an appointment this week via Calendly to discuss the next draft revision. 2017-04-27 | roberto.l
Greg had to cancel at the last minute. At his request, I will send him another Calendly link so that we can reschedule. 2017-04-24 | roberto.l
Greg made a Calendly appointment for Thursday, 4/27, at 12:30 PM.
I’ve put together a design draft for your review. Please take a moment to review this concept and let me know what kind of changes you would like to see. The key points here are the layout and colors of the design, as the text and images can be changed at any point.
Originally scheduled for Thursday, 4/4/17 – Greg canceled due to a last-minute meeting. We rescheduled for today. Once again, last-minute cancellation. He told me to send him an invite for a Monday afternoon conversation, 4/8/17.
We’d like to start your Social Media accounts as soon as possible. If you have Facebook, Twitter, or Google Plus profiles created, please provide admin access to social@optimized360.net -OR- login credentials so that we may update what’s necessary.
BLOG
You have also ordered a monthly blog with us in which we will need 6-12 topics from you. These topics can range from anything about your specialty or otherwise. Please send those topics as soon as possible so that our copywriters can get it started for you. After these topics are received, we will publish an article every month to your website and social media accounts.
Thank you, and we look forward to working with you.
Your Name Greg Tabb
Desired Domain(s) https://www.bethesdafamilydentistry.com
Do you have an existing Site? Yes
Practice Name Bethesda Family Dentistry
Secondary Title (Dr. Name) Dr. Tabb
Practice Address Street Address: 10215 Fernwood rd suite 415
Street Address Line 2: 6000 Executive Blvd suite 505
City: Bethesda
State / Province: md
Postal / Zip Code: 20817
Country: United States
Practice Telephone (301) 394-4204
E-mail for Patients info@bethesdafamilydentistry.com
Will you be the decision maker during this process? Yes
Sections Social Media Links
Featured Services
Testimonials
Contact Form
Office Summary
Overall Feel Modern
Simple and Clean
Minimalist
White & Bright
photos
Please Give us Examples of Websites You Like http://www.nhdentistrybeverlyhills.com/
Light or Dark Light Background (dark text)
Select Colors baby blue, light turquoise, white, grey
Pastels
Image Types Specialty (Medical, Dental…)
Ethnicity Caucasian
Hispanic
Asian
African American
Age Group Children
Teen
Adults
Elderly
Demographic Retired
Working Class
Business (ex: downtowns)
Upscale
Specialty Cosmetic Dentistry
Top 3-4 Services Bonding
Cosmetic Contouring
Crowns and Bridges
Specialty Dentures
Cosmetic Fillings
Implants
Veneers
Whitening
Sealants
Root Canal Therapy
Extractions
Scaling and Root Planing
Dentures
Cosmetic Dentistry
Invisalign
My name is Roberto and I’ll be the designer working with you to bring your custom website from concept to publication. I spoke to your account representative about your account and your initial choices.
Please take a few minutes to fill out our design questionnaire below. This should give you an idea of the variety and type of elements that contribute to an effective design.
URL: https://form.jotform.com/61947943668171
Once you’ve filled out the questionnaire, you can use the link below to schedule a brief phone interview, where we can discuss specifics.
Schedule a Call: https://calendly.com/optimized360/calls
When I have a sense of what you are looking for, I’ll be able to begin the design process.
I look forward to working on this design with you.
Roberto
roberto.l@optimized360.com
Leave a Comment:
SEOclosed
Task: Sales | 2017-03-29
| Danny
| #72505
|
Please start SEO “bethesda dentist”
2017-04-06 | justinn
notified naveed 2017-04-06 | alec.j
Justin, do we need to add this client to shared list of SEO on APR. ? Naveed hasn't received any email yet.
Leave a Comment:
BRCclosed
Task: Social | 2017-03-29
| Danny
| #72504
|
Please start BRC. Look at their site for links to their current reviews. Please setup 20 since they have 2 locations.
2017-03-31 | jan.s
The Business Review Central profile for Bethesda Family Dentistry passed review. Followed up via email to provide credentials, closing task. 2017-03-31 | jan.s
The Business Review Central profile for Bethesda Family Dentistry was submitted for review. Used current information from their website. Uploaded 10 reviews from Google Plus, currently waiting for results.
Leave a Comment:
Socialclosed
Task: Social | 2017-03-29
| Danny
| #72503
|
Please refer to the site. Only see FB. double check on the G+ with Greg (son).
Social will need to rebrand based on new design concept when ready.
2017-03-31 | jan.s
Social Intro email was sent and transferred notes to CP, closing task.
2017-12-06 | brent.d
Called and sent email to get Ad Budget for google 2017-12-06 | chandra.t
Brent, can you reach out to Dr. Tabb for a marketing budget (they are currently on the 360Plan, therefore the management fee is included.)
2017-11-09 | chandra.t
Spoke to Danny, they are on his followups. 2017-11-08 | alec.j
Chan, we need to remind them that the campaign is pending due to undetermined budget. 2017-10-05 | alec.j
Danny, did they update you on the budget? To avoid give them a chance to complain about the monthly charge for PPC management. 2017-09-01 | danny.n
they are on my next f/u for next week. Will update you. Thank you. 2017-09-01 | chandra.t
Has the doctor decided on a budget? 2017-08-25 | danny.n
i f/u with him again. Please f/u with me next wed if no budget set yet. Thx. 2017-08-25 | chandra.t
The campaign is setup, ready to activated dependent on budget. 2017-08-24 | danny.n
chan, going live soon.
– Greg Tabb (Dr’s son)
– extremely nice. He was managing his mom’s practice (web & it) but now focusing on another job so looking to have another company take over. Currently with Officite. Wants more of a modern more up to date site.
– Really liked Dr. Neil Hadaegh’s design neilhadaegh.360sites.net
– refer to their current site for info.
– has 2 locations (Rockville/North Bethesda & Bethesda). North Bethesda is a new location
– Good reviews. Have a floating tab on the right for “Our Reviews” and “Schedule Appointment”. Don’t have text reading vertically but horizontal. Box for each should be in 2 rows with 1 word in each row: “our” “review”.
– sent PRELIM Questionnaire already
– the did thorough research of our company, his mom even called a local dentist who is my client (Dr. Gillespie) for reference. That dr called me to let me know she had called (gave us great review)
2017-04-18 | roberto.l
Ticket has been completed. Closing ticket. 2017-04-17 | alec.j
Roberto, it looks we can close this task since you have done the interview.
Sent him f/u and updated estimate based on previous email discussion when he asked the best price based on his research from others.
2017-03-29 | danny.n
Greg logged in to cp to view contract (possibly order electronically?) 2017-03-29 | danny.n
sk: 12:42pm 2017-03-29 | danny.n
sk: 12:31pm & 12:33pm 2017-03-28 | danny.n
told him i'll touch base with him on Thursday - 3/30 2017-03-28 | danny.n
"It looks like news travels fast. Yes, we spoke with Dr. Gillespie about your services and he had nothing but positive things to say about Optimized360.
We are hoping to make a decision in the next day or so on if we will go ahead with your service.
I will be in contact!
Thanks,
Greg Tabb" 2017-03-27 | danny.n
sk: 10:04am 2017-03-24 | danny.n
8:24am 2017-03-24 | danny.n
6:09am 2017-03-23 | danny.n
sk: 12:35pm 2017-03-23 | danny.n
sk: 10:45am (immediately after) 2017-03-23 | danny.n
called. lm for Greg regarding his mom calling Dr. Gillespie and if she got what she was looking for as far as reference. Sent him an email as well to see if he's ready to get started. 2017-03-23 | danny.n
Dr. Gillespie called. lm stating that Dr. Debbie Tabb called his office inquiring about our company. Dr Gillespie stated to work with me and that our company is great and that we will take great care of her. 2017-03-22 | danny.n
sk: 6:40am 2017-03-21 | danny.n
sk: 1:45pm 2017-03-21 | danny.n
called.. lm. sent f/u to see if he's ready. 2017-03-20 | danny.n
sk: 5:04pm Sun (yest) 2017-03-17 | danny.n
sk: 12:45pm 2017-03-17 | danny.n
sk: 12:04pm 2017-03-17 | danny.n
sk: 10:26am 2017-03-17 | danny.n
sk: 7:18am 2017-03-16 | danny.n
responded and clarified that he can have SEO and Review mgmt managed by others. For photos, told him many cameras today have high mp which is enough for websites. Told him the site i showed him that they like recently, we can use it as a reference along with any others to discuss at the time of initial interview. sent him contract again with login to get started. 2017-03-16 | danny.n
"Danny,
It’s great to hear from you. I am actually going over your work with my mother and she’s happy. We have a question about the proposal.
-Would it be available to have you design the website and let the SEO, review management, etc.. done by someone within the office?
-A question about the photos: do you guys arrange for the photos used for the website? Or, do you have us provide photos for the site?
We in fact liked the new design of the Beverly Hills Dentist, just a bit lighter and brighter.
I’m looking forward to hearing back from you and excited to get this rolling.
Greg
" 2017-03-16 | danny.n
sK: 1pm 2017-03-16 | danny.n
sk: 12:24pm 2017-03-16 | danny.n
sk: 12:17pm
Called Gregg at our scheduled time. Was 10 mins late due to a previous call i had, I apologized but he was very nice and cool about it.
He gave me an overview of the practice and what he’s looking for. He’s IT and has a lot of technical background which he was helping his mom with but he has a full time job in commercial real estate. Looking for someone to take over everything for them.
I told him that 1 of the things he brought up, we do not do with deals with Patient Portal (practice managment software) which he understands and why.
I covered everything about our company from QUALITY, PRICING and SUPPORT.
Been doing a lot of research for months now and looking to finalize on a company in about 1-2 weeks.
He said to send him an updated proposal with the 360 plan which was what I had recommended and he agreed.
He will disc with his mother after receiving it. Very nice and professional. F/u with him next week. POTENTIALLY EXTREMELY HOT
2017-03-16 | danny.n
sk: 11:30am 2017-03-16 | danny.n
sk: 7:40am 2017-03-14 | danny.n
sk: 2:15pm 2017-03-14 | danny.n
sk: 4:09pm yest. 2017-03-08 | danny.n
sk: 7:20am 2017-03-07 | danny.n
"I appreciate all of that Danny. I do share the same thoughts that you have memorialized. Let me get back to you" 2017-03-07 | danny.n
sk: 2:21pm 2017-03-07 | danny.n
sk: 1:20pm 2017-03-07 | danny.n
sk 9:45am 2017-03-07 | danny.n
sent Greg a client of mine since 2010 in his area: Dr Gillespie who is an orthodontist in bethesda, Md. Even showed him screenshots of him dominating in all 3 areas of google search. 2017-03-07 | danny.n
sk: 9:08am 2017-03-07 | danny.n
sent him a long response on that company. Their site is a 1-page site with no gallery or much info. Pointed out to him my concerns regarding these type of companies which are pop-ups that will not last long. Told him i'm surprised that they even charge that much. Told him best i can do to help earn his business is $6,500 + $499/m. 2017-03-07 | danny.n
"One of the other companies is PracticeWin" 2017-03-07 | danny.n
asked him to send over what he ahs and/or let me know who the other company is. I will do my best 2017-03-07 | danny.n
"Danny,
I appreciate you honesty. We have received a few quotes with a lower initial start-up cost. You quoted us at $7,500 while I have been receiving competitive quotes at around $6,000 for the initial start up and $449 per month after. Can you match/beat this?" 2017-02-28 | danny.n
sk: 6:56am 2017-02-16 | danny.n
told him to check with me before any decision so I can review and do my best if i need to match and beat it. Expressed confidence again to him that ours is competitive when it comes to Quality, Pricing, & Support. 2017-02-16 | danny.n
"Hey Danny,
Right now we are still getting proposals from other companies. As soon as we have a good idea of who we will go with I will be sure to let you know.
I appreciate the follow up and we will speak soon." 2017-02-16 | danny.n
sk: 10:54am 2017-02-16 | danny.n
called. lm on his cell. sent him an email as well. 2017-02-13 | danny.n
sk: 7:35am 2017-02-10 | danny.n
sk: 12:47pm 2017-02-09 | danny.n
sk: 11:50am - immediately after
sent initial email. Dr requested email contact only.
2017-02-07 | danny.n
"Hey Danny,
How does Wednesday around 1:30pm sound?" 2017-02-07 | danny.n
Sent to see how his schedule looks this week. 2017-02-02 | danny.n
"Danny,
Something popped up last minute with a client. Let’s reschedule for next week.
My apologies" 2017-01-26 | danny.n
sk: 4:13pm 2017-01-25 | danny.n
"Hey Danny,
Let’s schedule a call for next week. How does your Thursday look?" 2017-01-25 | danny.n
tried calling... went to vm immediately. lm. sent f/u. 2017-01-23 | danny.n
sk: 1:07pm 2017-01-23 | danny.n
sk: 12:12pm
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Marketing
SEARCH ENGINES
Adwords
Yahoo/Bing
Remarketing
Display (generic)
Video
Mobile
Other Campaigns (see notes)
zocdoc link added to homepage
2018-02-27 | catherine.c
emailed completed
2018-02-27 | catherine.c
remove CV.
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