Altoona Center for Oral and Maxillofacial Surgery

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    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 103295




    Specialty: Sub-Specialty:  Package:  Related: Accounting: Deals:

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    Phone Conference 
    Estimates | 2017-07-07 | Danny | #79116 |

    Spoke to dr per our scheduled call. Spent over an hour on the phone with dr.

    Narrowed down us with PBHS. PBHS has the TRUFORM which I was familiar with cause they are “exclusive” to a software that is used by Oral Surgeons. Anyone buying website with PBHS has to use that software and anyone buying that software has to use PBHS for website. But dr stated that he thinks its not and can be used with any software. He wasn’t too 100% sure but was shopping around for practice mgmt software and was askign for suggestions and this feature. Told dr that it is based on the software’s capability and has nothing to do with the site we develop which dr then understand. Very nice guy.

    Went over a lot as far as SEO, he is in a very small town and is a specialist with only 1 other competitor. He should not have a problem with SEO.

    Bought practice from another dr, has a website already. Gave suggestion to redirect that to his own domain cause current url is the previous dr’s name. He liked that idea. Also advised him about the history (301) to preserve whcih he was not aware to do so cause he was planning on ditching that domain. Dr once again was appreciative with the suggestion.

    With the forms, told dr we can do forms to download.

    Went over videos, dr was looking at 3d4 videos as well while on the phone with me.

    Also went over facebook which i gave him suggestions on how to go about utilizing it.

    Suggested to go with Platinum. Went over the features and pointed out to him how we differ from others when it came to QPS.

    Dr stated that he is heavily weighing bt us and pbhs primarily cause of the truform which i pointed out to him that that is not as important as the website cause getting them to even want to be a patient is the 1st step and even if they get to the functionality of the truform, are they even going to use it.

    Dr was super nice. Sent him proposal with all the info again to review. F/u next week.


    2017-07-12 | danny.n
    "Hello Danny, I appreciate the time and and effort you showed to explain things to me the other day. As of now, we are planning to use PBHS due to the other services with TrueForm and the need to upgrade our software using WinOMS, which they are contracted with. If anything changes, I will get in touch with you. Thanks, Adam "
    2017-07-12 | danny.n
    sk: 1:58pm
    2017-07-12 | danny.n
    Sent dr a f/u.
    2017-07-10 | danny.n
    sk: 7:40am
    2017-07-07 | danny.n
    sk: 11:45am

    Leave a Comment:




    Calendly Scheduled – Fri 7/7 @ 10:15am 
    Leads | 2017-07-07 | Danny | #79091 |

    2017-07-07 | danny.n
    called at scheduled time. went to his vm. lm.
    2017-07-07 | danny.n
    replied confirming sched with dr.

    Leave a Comment:




    Initial Contact – Partial Call 
    Leads | 2017-04-03 | Danny | #72778 |

    Called dr’s cell. Dr stated that his # may disconnect cause he’s driving in an area that has poor connection. has about 5 mins.

    Spoke to dr only for only 2 mins… dr briefly told me he s joining a practice where the agreement is that he will eventually take over and own the practice. Dr did go on our site and get an idea on what we do.

    Started talking to dr about comparison with our work vs others… then phone disconnected.

    Called dr back, lm on his cell. Told him to call me later on today or this week and that i will email him right now with some general info and examples and to schedule a call to pick up where we had left off.


    2017-06-22 | danny.n
    sk: 5:20am
    2017-06-21 | danny.n
    sk: 7:50pm last night
    2017-06-20 | danny.n
    sk: 10:31am
    2017-06-20 | danny.n
    reactivating, dr sk this morning. Site still old from 2015 w/ dexmedia. Sent dr a f/u.
    2017-06-20 | danny.n
    sk: 7am
    2017-05-18 | danny.n
    called.. lm again. been unresponsive.
    2017-04-07 | danny.n
    sent dr a f/u.
    2017-04-07 | danny.n
    called.. lm to see if he wants to connect.
    2017-04-04 | danny.n
    sk: 9:54am
    2017-04-04 | danny.n
    sk: 7:34pm yes.
    2017-04-03 | danny.n
    "Thanks. I'll try and contact you this week. "

    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 | 2017-07-07 | Danny | Phone Conference Sent

    Platinum


    Initial: 2 Payments of $2,750
    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

    Mobile Compatible

    Fully Functional on All Smartphones


    Regular Price:

    Initial: Payments of
    Monthly:

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    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 listed on far left. Month to month contract. Guaranteed competitive rate

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-07-12 | danny.n
    "Hello Danny, I appreciate the time and and effort you showed to explain things to me the other day. As of now, we are planning to use PBHS due to the other services with TrueForm and the need to upgrade our software using WinOMS, which they are contracted with. If anything changes, I will get in touch with you. Thanks, Adam "
    2017-07-12 | danny.n
    sk: 1:58pm
    2017-07-12 | danny.n
    Sent dr a f/u.
    2017-07-10 | danny.n
    sk: 7:40am
    2017-07-07 | danny.n
    sk: 11:45am
    Leads | 2017-07-07 | Danny | Calendly Scheduled – Fri 7/7 @ 10:15am


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-07-07 | danny.n
    called at scheduled time. went to his vm. lm.
    2017-07-07 | danny.n
    replied confirming sched with dr.
    Leads | 2017-04-03 | Danny | Initial Contact – Partial Call


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-06-22 | danny.n
    sk: 5:20am
    2017-06-21 | danny.n
    sk: 7:50pm last night
    2017-06-20 | danny.n
    sk: 10:31am
    2017-06-20 | danny.n
    reactivating, dr sk this morning. Site still old from 2015 w/ dexmedia. Sent dr a f/u.
    2017-06-20 | danny.n
    sk: 7am
    2017-05-18 | danny.n
    called.. lm again. been unresponsive.
    2017-04-07 | danny.n
    sent dr a f/u.
    2017-04-07 | danny.n
    called.. lm to see if he wants to connect.
    2017-04-04 | danny.n
    sk: 9:54am
    2017-04-04 | danny.n
    sk: 7:34pm yes.
    2017-04-03 | danny.n
    "Thanks. I'll try and contact you this week. "