Tri State Orthopaedics

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    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 103402




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

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    Reactivating Lead 
    Leads | 2017-08-24 | Danny | #82924 |

    Justin fwd voicemail Ashley had left to call back to possibly start. Called back but went to vm. Also replied back to email Justin sent introducing me.

    Lead was inactive due to being unresponsive.


    2017-10-11 | justinn
    Emailed Final Attempt
    2017-10-10 | justinn
    LM
    2017-10-03 | justinn
    LM & emailed
    2017-09-12 | justinn
    they are switching phone systems and things are hectic - need to wait abit - said front desk - she was nice (megan)
    2017-09-12 | justinn
    Emailed F/U
    2017-09-12 | justinn
    spoke with front - very nice - gave me Katie's email
    2017-09-08 | justinn
    LM
    2017-09-06 | justinn
    LM & Emailed
    2017-08-30 | justinn
    will be in in the morning
    2017-08-30 | justinn
    LM with front - didnt seem enthusiastic
    2017-08-28 | justinn
    we are playing phone tag - she called me back - and i called her but front said she can only send me her an email to call me
    2017-08-28 | justinn
    LM for both Katie & Ashley
    2017-08-24 | danny.n
    fyi justin, vm says "Katie" not "ashley"

    Leave a Comment:




    Updated Estimate 
    Estimates | 2017-05-02 | Justin | #74791 |

    Justin, I spoke to Dr. Dalal, and he is stating he does not want to pay more than $3000. Ashley Sumner


    2017-07-05 | justinn
    LM
    2017-06-30 | justinn
    LM
    2017-06-28 | justinn
    Emailed F/U
    2017-06-26 | justinn
    LM on voicemail & called office
    2017-06-22 | justinn
    Emailed F/U
    2017-06-21 | justinn
    LM with ashley too
    2017-06-21 | justinn
    LM with front
    2017-06-16 | justinn
    LM
    2017-06-15 | justinn
    unable to leave message
    2017-06-13 | justinn
    Ashley, The proposal in which I have placed together for you is a month to month contract.
    2017-06-13 | justinn
    Had a 30 Min convo clarifying all the features and payment schedule with the doctor - will review and call me back if anything
    2017-06-12 | justinn
    Do you make your own graphics? And will we have final say on all graphics before they are published (for example, clickable graphics on sites)?
    2017-06-12 | justinn
    The doctor is wanting to know how many employees are with Optimized360, who is the owner and what is their qualifications, business Tax ID, where is the main office located, do you work directly with the company or are you a third party vendor, do you work on commission, do you or people on staff have an IT background. He doesn’t want to get lost in the system and wants to make sure all of his needs will be taken care of. Ashley Sumner
    2017-06-12 | justinn
    What all is included in the PPC Management?
    2017-06-12 | justinn
    What’s the price for the Pay per Click?
    2017-06-12 | justinn
    Are there different marketing options? The doctor is wanting to have a strong digital presence.
    2017-06-12 | justinn
    Are we able to negotiate additional digital marketing?
    2017-06-12 | justinn
    The doctor is wanting information before proceeding any further: 1. What is the level of activity for the digital marketing (i.e. # of posts per month)? 2. How long has Optimized360 been in business? 3. Is Optimized360 an LLC? 4. Can we have 10 references from past projects? Ashley Sumner Tristate Orthopaedics and Physical Therapy VEIN MEMPHIS
    2017-06-09 | justinn
    Emailed F/U
    2017-06-07 | justinn
    LM
    2017-06-05 | justinn
    LM
    2017-06-01 | justinn
    Emailed F/U
    2017-05-31 | justinn
    LM
    2017-05-30 | justinn
    LM
    2017-05-26 | justinn
    LM
    2017-05-24 | justinn
    LM & Emailed
    2017-05-22 | justinn
    LM
    2017-05-16 | justinn
    LM & Emailed F/U
    2017-05-10 | justinn
    Is on vacation - will be back in on Monday
    2017-05-08 | justinn
    Emailed F/U
    2017-05-02 | justinn
    Hey, Justin. This week is very hectic for me. I’m going to be away from the phone this week due to various problems around clinic. Emailing me is probably your best bet for right now. I have passed on the information to the doctor. I will email you again with his response. Ashley Sumner Tristate Orthopaedics and Physical Therapy
    2017-05-02 | justinn
    opened via sidekick

    Leave a Comment:




    Website Estimate 
    Estimates | 2017-04-26 | Justin | #74423 |

    Spoke with Ashley – had a good convo – dr contacted us before – went a different route with a friend – didnt like it – wants to revisit – they want to pull the trigger soon – had a great convo with Ashley – she is going on vacation soon – wants to touch base on the 4th of May – went over gold and social – she is currently doing the social for the practice but needs someone to take it over – told her what we do and how we are different – sent proposal and will follow up


    2017-05-02 | justinn
    Justin, I spoke to Dr. Dalal, and he is stating he does not want to pay more than $3000. Ashley Sumner
    2017-04-26 | justinn
    Mailed

    Leave a Comment:




    Initial Contact 
    Leads | 2017-04-24 | Justin | #74227 |

    LM – Not on first Page for:

    Germantown Orthopedic Surgeon
    memphis orthopedic surgeon

    1st Page for:

    Memphis Knee Surgeon (4th listing)


    2017-04-25 | justinn
    LM & Texted
    2017-04-24 | justinn
    Emailed F/U

    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 | 2017-08-24 | Danny | Reactivating Lead


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-11 | justinn
    Emailed Final Attempt
    2017-10-10 | justinn
    LM
    2017-10-03 | justinn
    LM & emailed
    2017-09-12 | justinn
    they are switching phone systems and things are hectic - need to wait abit - said front desk - she was nice (megan)
    2017-09-12 | justinn
    Emailed F/U
    2017-09-12 | justinn
    spoke with front - very nice - gave me Katie's email
    2017-09-08 | justinn
    LM
    2017-09-06 | justinn
    LM & Emailed
    2017-08-30 | justinn
    will be in in the morning
    2017-08-30 | justinn
    LM with front - didnt seem enthusiastic
    2017-08-28 | justinn
    we are playing phone tag - she called me back - and i called her but front said she can only send me her an email to call me
    2017-08-28 | justinn
    LM for both Katie & Ashley
    2017-08-24 | danny.n
    fyi justin, vm says "Katie" not "ashley"
    Estimates | 2017-05-02 | Justin | Updated Estimate Sent

    Custom Gold


    Initial: 2 Payments of $1,499
    Monthly: $79/m


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    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 No Contract (Month to Month)

    Gold Package

    Everything on Gold Package Plus

    Custom Blog

    Custom Website-Based Blog

    Social Marketing

    Monthly Blogging with Custom Content

    **4 Installments (authorized by Justin N.)

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-07-05 | justinn
    LM
    2017-06-30 | justinn
    LM
    2017-06-28 | justinn
    Emailed F/U
    2017-06-26 | justinn
    LM on voicemail & called office
    2017-06-22 | justinn
    Emailed F/U
    2017-06-21 | justinn
    LM with ashley too
    2017-06-21 | justinn
    LM with front
    2017-06-16 | justinn
    LM
    2017-06-15 | justinn
    unable to leave message
    2017-06-13 | justinn
    Ashley, The proposal in which I have placed together for you is a month to month contract.
    2017-06-13 | justinn
    Had a 30 Min convo clarifying all the features and payment schedule with the doctor - will review and call me back if anything
    2017-06-12 | justinn
    Do you make your own graphics? And will we have final say on all graphics before they are published (for example, clickable graphics on sites)?
    2017-06-12 | justinn
    The doctor is wanting to know how many employees are with Optimized360, who is the owner and what is their qualifications, business Tax ID, where is the main office located, do you work directly with the company or are you a third party vendor, do you work on commission, do you or people on staff have an IT background. He doesn’t want to get lost in the system and wants to make sure all of his needs will be taken care of. Ashley Sumner
    2017-06-12 | justinn
    What all is included in the PPC Management?
    2017-06-12 | justinn
    What’s the price for the Pay per Click?
    2017-06-12 | justinn
    Are there different marketing options? The doctor is wanting to have a strong digital presence.
    2017-06-12 | justinn
    Are we able to negotiate additional digital marketing?
    2017-06-12 | justinn
    The doctor is wanting information before proceeding any further: 1. What is the level of activity for the digital marketing (i.e. # of posts per month)? 2. How long has Optimized360 been in business? 3. Is Optimized360 an LLC? 4. Can we have 10 references from past projects? Ashley Sumner Tristate Orthopaedics and Physical Therapy VEIN MEMPHIS
    2017-06-09 | justinn
    Emailed F/U
    2017-06-07 | justinn
    LM
    2017-06-05 | justinn
    LM
    2017-06-01 | justinn
    Emailed F/U
    2017-05-31 | justinn
    LM
    2017-05-30 | justinn
    LM
    2017-05-26 | justinn
    LM
    2017-05-24 | justinn
    LM & Emailed
    2017-05-22 | justinn
    LM
    2017-05-16 | justinn
    LM & Emailed F/U
    2017-05-10 | justinn
    Is on vacation - will be back in on Monday
    2017-05-08 | justinn
    Emailed F/U
    2017-05-02 | justinn
    Hey, Justin. This week is very hectic for me. I’m going to be away from the phone this week due to various problems around clinic. Emailing me is probably your best bet for right now. I have passed on the information to the doctor. I will email you again with his response. Ashley Sumner Tristate Orthopaedics and Physical Therapy
    2017-05-02 | justinn
    opened via sidekick
    Estimates | 2017-04-26 | Justin | Website Estimate Expired

    Gold Package


    Initial: 2 Payments of $1,999
    Monthly: $79/m


    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 No Contract (Month to Month)

    Social Marketing

    Regular Price: $999

    Initial: 2 Payments of $249
    Monthly: $119/m

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Social Marketing

    Monthly Blogging with Custom Content

    No Contract (Month to Month)

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-05-02 | justinn
    Justin, I spoke to Dr. Dalal, and he is stating he does not want to pay more than $3000. Ashley Sumner
    2017-04-26 | justinn
    Mailed
    Leads | 2017-04-24 | Justin | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-04-25 | justinn
    LM & Texted
    2017-04-24 | justinn
    Emailed F/U