FHCMG - Dr. Andrew Berkman

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    Profile ID: 103164




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    Phone Conference #2 (Carlos) 
    Estimates | 2017-03-13 | Danny | #71343 |

    Carlos called. apologized for missing the 12pm scheduled call. was tied up with a patient.

    Gave him a quick overview of what I had discussed with Jennifer. Seems like Jennifer didn’t say much. She did asked me a few technical questions that she told me Carlos had asked her to ask me which I went over again.

    Carlos wanted to confirm it is WP for future editing, Mobile Responsive. SEO-friendly, able to add more pages.

    They have a site for about a month now but very basic. Has a logo but wants to update that, itnersted in Social. Covered all 3 packages. Recommended 360 cause he was interested in SEO and PPC. Knows a bit about it. He asked to possibly go with Gold and add Social & Logo. Then in the future add SEO and PPC. Recommended 10 hours ($25/hr) and $500 for ppc once the site is launched. Gave him the advantage of PPC over SEO. Maybe he’ll do both cause i told him how my clients focus on PPC to get immediate traffic while SEO kicks in which takes at least 4 months for any results. By then, he will get double the exposure.

    Sent him the contract so he can review and asked to reconnect tomorrow. Very nice. Will call his cell tom.


    2017-06-16 | danny.n
    called. lm on Carlos' cell. been unresponsive.
    2017-05-25 | danny.n
    called. lm on his cell. Sent f/u.
    2017-05-17 | danny.n
    called cell. went straight to vm. lm.
    2017-05-10 | danny.n
    called. lm on Carlos' cell. Sent him and jennifer an email.
    2017-05-04 | danny.n
    Called. LM on carlos' cell. Sent email to both jennifer and carlos with link to order online or fax back. Also showed them some recently developed sites.
    2017-04-28 | danny.n
    called. lm on his cell.
    2017-04-26 | danny.n
    called. lm on Carlos' cell.
    2017-04-25 | danny.n
    f/u with Carlos to call me to discuss the next step.
    2017-04-25 | danny.n
    sk: 9:44pm yest
    2017-04-24 | danny.n
    called his cell too. lm
    2017-04-24 | danny.n
    called back, lm on his vm
    2017-04-24 | danny.n
    "Danny, Let’s talk, I am ready to move forward."
    2017-04-24 | danny.n
    got a missed call.
    2017-04-24 | danny.n
    seem to have a temp site with GoDaddy. sent a f/u.
    2017-04-05 | danny.n
    sk: 5:30pm yest 4/4
    2017-04-04 | danny.n
    called. lm on his cell again. sent f/u.
    2017-03-28 | danny.n
    called. lm on carlos' cell.
    2017-03-24 | danny.n
    carlos called, lm for me. I was on the other line. called him back 5 mins later, went to his voicemail
    2017-03-24 | danny.n
    called... lm. sent email to both carlos and jennifer. show hadaegh's recently developed (not live). attached proposal to fax or elect sign.
    2017-03-21 | danny.n
    called. lm on carlos' cell. sent email as well.
    2017-03-16 | danny.n
    carlos called. very nice. apologize for not getting back to me the other day. he's been really swamped. he said he will have time to possibly review it this weekend. Call him next week to touch base.
    2017-03-15 | danny.n
    called. lm on Carlos' cell.
    2017-03-14 | danny.n
    asked him when he would like to speak today cause he mentioned yest to reconnect today.
    2017-03-14 | danny.n
    ""Danny, I received the email thanks.

    Leave a Comment:




    Calendly Schedule – 3/13 Mon @ 12pm 
    Leads | 2017-03-10 | Danny | #71189 |

    “3p EST is good for office manager Carlos and I. My cell# 561-502-8246. Call me Monday. If anything changes I’ll let u know ASAP.
    Jen”


    2017-03-13 | danny.n
    "Hi Danny! Can I give my office manager Carlos your phone number?"
    2017-03-13 | danny.n
    called back. she was very apologetic. said that he was with a patient. I told her she can get back to me during the hour since i'll be taking lunch at my desk.
    2017-03-13 | danny.n
    called spoke to Jennifer. She tried connecting Carlos on the other line for the conference but he didn't pick up. I told her i can call her back in 5 mins after she tries to reach him.

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-03-09 | Danny | #71094 |

    Jennifer and I playing ph tags all morning.

    Shopping around for her husband who is a family physician/dr. He had asked her to go online and search for some physicians site, came across 1 of our clients. Liked it and looked at ours. Liked our portfolio.

    Extremely nice. Went over everthing as far as QPS. Didn’t go over pricing cause she wants to vet a company 1st and then have her husband and possibly manager talk to me more in depth. Told her i will send a gen package/pricing but we can customize a custom proposal based on the features.

    She had a list of questions that her IT asked her to ask me which are: If we build on WP, GA, ease of editing, hosting features and what it entails.

    She didn’t want template but wants custom. Told her to b careful with “custom” cause it is customizing a template. She was not aware. Gave her overview of our design process so she sees its literally custom from scratch and that we give ownership.

    Will also send her some clients in/around her area which is Boynton Beach. Assured her we are a big company with clients throughout the US with great reputation.

    Jennifer was extremely nice. Sent her all the info so she can review and then discuss with husband to schedule a call.


    2017-03-10 | danny.n
    "3p EST is good for office manager Carlos and I. My cell# 561-502-8246. Call me Monday. If anything changes I'll let u know ASAP. Jen "
    2017-03-10 | danny.n
    "What's your schedule on Monday? I think 3p EST is available on Monday. "
    2017-03-10 | danny.n
    "Can we schedule to speak to you in the afternoon today? Jen "
    2017-03-09 | danny.n
    sk: 2:59pm
    2017-03-09 | danny.n
    sk: 2:10pm
    2017-03-09 | danny.n
    "Yes I received! "

    Leave a Comment:




    Initial Contact 
    Leads | 2017-03-09 | Danny | #71071 |

    Called. Lm on cell


    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 | 2017-03-13 | Danny | Phone Conference #2 (Carlos) Sent

    Custom Platinum


    Initial: 2 Payments of $2,499
    Monthly: $99


    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:

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Social Media Custom

    Facebook, Google Plus & Twitter

    Logo Design

    Work with a Designer to Build a Logo

    - includes all default features listed on page 2. Future Additional Marketing Quotes: $250/m (Advanced SEO) & $500/m (PPC/GoogleAdwords). Marketing is on a month to month basis (no contracts)

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-06-16 | danny.n
    called. lm on Carlos' cell. been unresponsive.
    2017-05-25 | danny.n
    called. lm on his cell. Sent f/u.
    2017-05-17 | danny.n
    called cell. went straight to vm. lm.
    2017-05-10 | danny.n
    called. lm on Carlos' cell. Sent him and jennifer an email.
    2017-05-04 | danny.n
    Called. LM on carlos' cell. Sent email to both jennifer and carlos with link to order online or fax back. Also showed them some recently developed sites.
    2017-04-28 | danny.n
    called. lm on his cell.
    2017-04-26 | danny.n
    called. lm on Carlos' cell.
    2017-04-25 | danny.n
    f/u with Carlos to call me to discuss the next step.
    2017-04-25 | danny.n
    sk: 9:44pm yest
    2017-04-24 | danny.n
    called his cell too. lm
    2017-04-24 | danny.n
    called back, lm on his vm
    2017-04-24 | danny.n
    "Danny, Let’s talk, I am ready to move forward."
    2017-04-24 | danny.n
    got a missed call.
    2017-04-24 | danny.n
    seem to have a temp site with GoDaddy. sent a f/u.
    2017-04-05 | danny.n
    sk: 5:30pm yest 4/4
    2017-04-04 | danny.n
    called. lm on his cell again. sent f/u.
    2017-03-28 | danny.n
    called. lm on carlos' cell.
    2017-03-24 | danny.n
    carlos called, lm for me. I was on the other line. called him back 5 mins later, went to his voicemail
    2017-03-24 | danny.n
    called... lm. sent email to both carlos and jennifer. show hadaegh's recently developed (not live). attached proposal to fax or elect sign.
    2017-03-21 | danny.n
    called. lm on carlos' cell. sent email as well.
    2017-03-16 | danny.n
    carlos called. very nice. apologize for not getting back to me the other day. he's been really swamped. he said he will have time to possibly review it this weekend. Call him next week to touch base.
    2017-03-15 | danny.n
    called. lm on Carlos' cell.
    2017-03-14 | danny.n
    asked him when he would like to speak today cause he mentioned yest to reconnect today.
    2017-03-14 | danny.n
    ""Danny, I received the email thanks.
    Leads | 2017-03-10 | Danny | Calendly Schedule – 3/13 Mon @ 12pm


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-03-13 | danny.n
    "Hi Danny! Can I give my office manager Carlos your phone number?"
    2017-03-13 | danny.n
    called back. she was very apologetic. said that he was with a patient. I told her she can get back to me during the hour since i'll be taking lunch at my desk.
    2017-03-13 | danny.n
    called spoke to Jennifer. She tried connecting Carlos on the other line for the conference but he didn't pick up. I told her i can call her back in 5 mins after she tries to reach him.
    Estimates | 2017-03-09 | 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 (pg 2)

    Platinum

    Regular Price: $8,999

    Initial: 2 Payments of $2,999
    Monthly: $149

    Gold Package

    Everything on Gold Package Plus

    Educational Videos

    High-Quality Patient Education Videos

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build a Logo

    includes all default features (pg 2)

    360 Plan

    Regular Price: $10,999

    Initial: 2 Payments of $3,749
    Monthly: $499

    Platinum Package

    Everything on Platinum Package Plus

    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 (pg 2)

    COMMENTS:

    2017-03-10 | danny.n
    "3p EST is good for office manager Carlos and I. My cell# 561-502-8246. Call me Monday. If anything changes I'll let u know ASAP. Jen "
    2017-03-10 | danny.n
    "What's your schedule on Monday? I think 3p EST is available on Monday. "
    2017-03-10 | danny.n
    "Can we schedule to speak to you in the afternoon today? Jen "
    2017-03-09 | danny.n
    sk: 2:59pm
    2017-03-09 | danny.n
    sk: 2:10pm
    2017-03-09 | danny.n
    "Yes I received! "
    Leads | 2017-03-09 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: