Kidney & Hypertension Specialists

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    Profile ID: 103151




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    Phone Conference (Amanda) 
    Estimates | 2017-04-24 | Danny | #74214 |

    Amanda had called my direct line for further clarification with my previous discussion with Vivian.

    She wants to have in writing a more formal contract which is what htey are use to like what they have received from other companies so she can show the dr to compare.

    Others are showing hours and concept limitations which I assured her our process will guarantee their 100% approval before we develop anything.

    Asked about HIPPA-compliant. Showed her that her site is not and that she has a pt portal already which is redirected to a secured area, this will carry over.

    Told her to email me her email and I wills end updated contract with as much on there per our discussion. If there are more, she can email me and we can use that as proof in writing.


    2017-05-16 | danny.n
    called... amanda not in. lm. sent f/u to amanda and vivian
    2017-05-11 | danny.n
    sk: 9:37am
    2017-05-11 | danny.n
    sk: 8:35am
    2017-05-04 | danny.n
    sk: 8:40am
    2017-05-02 | danny.n
    sk: 11:54am
    2017-05-02 | danny.n
    Sent her an email (amanda).
    2017-05-02 | danny.n
    called, reached Vivian's personal #. She said i can reach amanda at the office. I've updated the # in the CP
    2017-05-02 | danny.n
    sk: 11:19am
    2017-04-27 | danny.n
    sk: 3:10pm
    2017-04-27 | danny.n
    called.. amanda not in. Sent amanda a f/u.
    2017-04-24 | danny.n
    sk: 10am

    Leave a Comment:




    Phone Conference – Vivian Diaz 
    Estimates | 2017-04-03 | Danny | #72821 |

    Vivian called, lm on main sales # voicemail during lunch. I called back, inquiring on website makeover.

    NOTE: I thought the site looked familiar when she gave me the domain. I then connected it to this CP when i got off the phone with her.

    Anyhow, she’s shopping around, spoke to Officite & WEbtoMed. Pointed out that they are template-based with no ownership. She likes ownership. Asked about our real competitors and who they are. Pointed out its over $8k with limitations.

    She mentioned she saw about our 30-day mbg somewhere and would like to take up on that offer which i confirmed how it works. SHe understood and liked that.

    She wants to be able to edit site herself cause she does that right now with WP and also add her own blog articles. Also spanish translator with “google translate”.

    Sent her the proposal along with examples of current project.

    Changing lead from 50% with Elizabeth Springer (1st ph conf) to 90%


    2017-04-07 | danny.n
    sk: 12:58pm
    2017-04-07 | danny.n
    called.. lm. sent her a f/u.
    2017-04-05 | danny.n
    called. put me on hold not sure if Vivian still there. Erica stated she just left but will take a message. LM with her.

    Leave a Comment:




    Phone Conference 
    Leads | 2017-03-06 | Danny | #70832 |

    called within 5 mins. Very nice.

    Looking to switch companies cause they are not happy with them. Has 2 websites. wants to use same design but have new company host it. Main things they want to do is to edit the site themselves and have a spanish translator.

    Both sites are WP. She’s not sure if they own the design/content/image after i asked her but she will find out. Told her if she does, then we can only transfer and host it but no design work. They will be able to edit the existing pages. For translator, told her 2 options, she liked the translator plugin which is more than enough. Does not need each page rewritten.

    Made it clear to her that there is no design change but only work on existing pages as far as edit text and image within each page. Design work requires redesign of the site. Pointed out to her with an analogy basically telling her why we can’t but if we do, it will be expensive to retrofit so it makes sent to do makeover. This is the same for any companies she works with.

    Other reason for switch is more ecomonical cost cause they are paying a lot right now. Been quoted a few hundred to switch with others.

    I told her the best we can do considering its 2 sites is $500 each and $99/m each.

    She will talk to drs and let me know. very nice. she has my number. Sent her email so she has my contact.


    2017-03-27 | danny.n
    just a note: this was quoted based on transfer-only. Recently, belinda told me that for these scenario, they are simply redeveloping their theme which I was not aware (more work on our end).
    2017-03-27 | danny.n
    sk: 10:50am
    2017-03-27 | danny.n
    sk: 9:51am
    2017-03-27 | danny.n
    sk: 7:39am
    2017-03-22 | danny.n
    sk: 7:40am
    2017-03-21 | danny.n
    sk: 5:02pm yest
    2017-03-21 | danny.n
    told her i'll touch base next week.
    2017-03-21 | danny.n
    "Danny, I am sorry for the late reply I have been out for vacation. I will not be able to speak with upper management regarding their interest until Friday. I will then email you to let you know what they think and if we have any further questions. Thank you for getting back with me, Elizabeth Springer Marketing Coordinator Kidney and Hypertension Specialists 315 N San Saba San Antonio, TX, 78207 281.979.5216"
    2017-03-15 | danny.n
    Called.. lm. sent f/u
    2017-03-08 | danny.n
    called.. lm.
    2017-03-06 | danny.n
    sk: 9:35am (immediately after)

    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



    Estimates | 2017-04-24 | Danny | Phone Conference (Amanda) Sent

    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

    additional comment

    Regular Price:

    Initial: Payments of
    Monthly:

    - in addition to discussion today for clarification. Month to month contract, no limit to design hours or draft concept. Client will have 100% authorization before finalizing the draft before development. 30 Day Money Back Guarantee (design process is risk-free with no obligation). See email for further questions clarification, Amanda will email with more questions to clarify which will be included and confirmed within this contract.

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-05-16 | danny.n
    called... amanda not in. lm. sent f/u to amanda and vivian
    2017-05-11 | danny.n
    sk: 9:37am
    2017-05-11 | danny.n
    sk: 8:35am
    2017-05-04 | danny.n
    sk: 8:40am
    2017-05-02 | danny.n
    sk: 11:54am
    2017-05-02 | danny.n
    Sent her an email (amanda).
    2017-05-02 | danny.n
    called, reached Vivian's personal #. She said i can reach amanda at the office. I've updated the # in the CP
    2017-05-02 | danny.n
    sk: 11:19am
    2017-04-27 | danny.n
    sk: 3:10pm
    2017-04-27 | danny.n
    called.. amanda not in. Sent amanda a f/u.
    2017-04-24 | danny.n
    sk: 10am
    Estimates | 2017-04-03 | Danny | Phone Conference – Vivian Diaz 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 - 30 Day Money Back Guarantee

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-04-07 | danny.n
    sk: 12:58pm
    2017-04-07 | danny.n
    called.. lm. sent her a f/u.
    2017-04-05 | danny.n
    called. put me on hold not sure if Vivian still there. Erica stated she just left but will take a message. LM with her.
    Leads | 2017-03-06 | Danny | Phone Conference


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-03-27 | danny.n
    just a note: this was quoted based on transfer-only. Recently, belinda told me that for these scenario, they are simply redeveloping their theme which I was not aware (more work on our end).
    2017-03-27 | danny.n
    sk: 10:50am
    2017-03-27 | danny.n
    sk: 9:51am
    2017-03-27 | danny.n
    sk: 7:39am
    2017-03-22 | danny.n
    sk: 7:40am
    2017-03-21 | danny.n
    sk: 5:02pm yest
    2017-03-21 | danny.n
    told her i'll touch base next week.
    2017-03-21 | danny.n
    "Danny, I am sorry for the late reply I have been out for vacation. I will not be able to speak with upper management regarding their interest until Friday. I will then email you to let you know what they think and if we have any further questions. Thank you for getting back with me, Elizabeth Springer Marketing Coordinator Kidney and Hypertension Specialists 315 N San Saba San Antonio, TX, 78207 281.979.5216"
    2017-03-15 | danny.n
    Called.. lm. sent f/u
    2017-03-08 | danny.n
    called.. lm.
    2017-03-06 | danny.n
    sk: 9:35am (immediately after)