Dr. Mostafa Bakir

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    Profile ID: 103586




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    Follow Up 
    Notes | 2018-02-07 | Desirae.G | #117774 |

    Emailed Dr. Bakir to FU. Will call tomorrow.


    2018-02-08 | desirae.g
    Called and LM

    Leave a Comment:




    Quote 
    Sales | 2018-02-02 | Desirae.G | #117450 |

    Hello Dr. Bakir,

    Great speaking with you today! I’m looking forward to working with you in creating the perfect website for your practice.

    I spoke with management regarding the previous proposal and that option is no longer available. I do apologize if that may have caused any inconvenience. Please take a look at the available packages below and let me know which one you would prefer!

    I would be happy to discuss this over the phone as well and answer any questions you may have.
    Thank you and have a wonderful weekend!


    Leave a Comment:




    Restart closed
    Task: Accounting | 2018-02-02 | Belinda | #117405 |

    Please read notes and restart project. The quote is mentioned below and on the sales tab as well. Dr. Bakir “started” but never paid. He recently filled out our lead form to start again.

    Here are notes in amo summarizing, but you can see history below
    https://optimized360.amocrm.com/leads/detail/43824118


    2018-02-02 | desirae.g
    Spoke with Dr. Bakir over the phone. He wanted me to resend him the original proposal along with info about our optizign system

    Leave a Comment:




    PROJECT ON-HOLD 
    Notes | 2017-10-30 | Danny | #100177 |

    Called, spoke to Dr. Bakir, dr apologized for the delay but the new practice taking up so much of his time. Dr stated that he will get a hold of me this week when he can find some time to discuss the project “hopefully” start.

    Told simply tod dr that i can’t continue with Jan taking up his time to f/u like this so I ve decided to suspend the project and will wait to reconnect to start. Dr said ok and he will reach out to me this week.

    I will put him on my calendar to touch base next week.

    JAN: please remove him from your project list until further notice. Thank you for all the f/u’s


    2017-10-30 | danny.n
    JAN, fyi. TY.

    Leave a Comment:




    Design Interview F/U Response from Dr closed
    Task: Website | 2017-07-18 | Danny | #79772 |

    “Hi Jan. Thanks for the follow up. I just got back from CoopersTowon. I will call you soon to setup a new interview time. Thanks.”


    2017-08-08 | danny.n
    nvm. I saw your other note. Scheduled interview for this Thus. Thx.
    2017-08-08 | danny.n
    Jan, any updates? there are no notes since July 31. LMK. thx.
    2017-07-31 | alec.j
    Jan, do we have any update?
    2017-07-25 | danny.n
    Jan, did you call him? please call and leave a message. I've only seen "email" communication. And if you're emailing, are you using sidekick to see if he's even opening the emails to rule out that he hasn't received/opened the emails. LMK.
    2017-07-20 | danny.n
    Jan, if he hasn't scheduled or get back to you by next Tues. LMK so I can call him myself. Thank you!
    2017-07-19 | jan.s
    Followed up via email to provide confirmation.
    2017-07-19 | jan.s
    Confirmed message, currently waiting for a response, closing task.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-07-06 | Jan S. | #79056 |

    Hello Dr. Bakir,

    Welcome to Optimized360!

    My name is Jan and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. to discuss your account and review the notes you initially had.

    Please take a few minutes to fill out our design questionnaire below. This should give you a better idea of the variety of elements that are featured in an effective design.

    URL: https://form.jotform.us/61947943668171

    After we gain a better sense of what you are looking for, I can start the design process.

    I look forward to working on this design with you.

    Jan
    jan.s@optimized360.com


    2017-07-11 | danny.n
    nvm, I saw the note regarding your contact yest. Please let me know when you schedule the interview. I need to speak to him after your interview.
    2017-07-11 | danny.n
    Jan, what's the update with this? did you do interview yet? Did he reschedule?

    Leave a Comment:




    Create Temp Site closed
    Task: Social | 2017-07-06 | Jan S. | #79057 |

    Please create temporary site and include client original content (if any).


    2017-07-17 | jan.s
    Unable to add basic info. Please update tempsite once interview is complete, closing task.
    2017-07-06 | jan.s
    Created theme folder for mostafabakir and recorded FTP credentials from Pagely support.

    Leave a Comment:




    Website Design (New Design Project) closed
    Task: New Project | 2017-07-06 | Danny | #79054 |

    – Dr. Bakir (friendly and polite)
    – new practice he purchased
    – needs rebranding (ordered logo)

    – dr scheduled interview for tomorrow already and will fill out questionnaire tonight with his wife.

    – will be doing marketing once site is launched. Needs site to be clean, emphasize on reviews, and personalized photos (dr will provide when it is professionally taken).


    2017-10-30 | danny.n
    Ticket has been completed. Closing ticket.
    2017-10-30 | danny.n
    closing.
    2017-10-12 | danny.n
    He's on my todo. I'll update you once i get a hold of him. Ty.
    2017-10-12 | belinda.t
    Removing client from list until payment. Let me know!
    2017-10-09 | jan.s
    Dr. Bakir followed up via email on 10/07. "I'm super busy with a lot of other office issues that need to be finalized. Will call you guys soon."
    2017-10-05 | jan.s
    Called and left a message. Followed up via email and CC'd Danny as well. Dr. Bakir remains unresponsive.
    2017-09-27 | belinda.t
    If after next scheduled call, lead does not respond, will send the account back to sales.
    2017-09-14 | jan.s
    Called and spoke with Dr. Bakir. He requested another follow up within THREE weeks. He recently hired Tiffany (Office Manager) who will be involved with the website design as well. I shall follow up on Thursday, 10/05 at 10:00 AM PST (1:00 PM EDT). Request was recorded on CP, Google Calendar, and Calendly.
    2017-09-08 | jan.s
    Called and spoke with Dr. Bakir. Followed up via email as well, currently waiting for a response.
    2017-09-06 | danny.n
    Jan, any updates? i see there was an interview scheduled for Tues 9/5 at 10:30am which was yesterday. But i don't see any notes regarding this
    2017-08-14 | jan.s
    Please advise.
    2017-08-14 | jan.s
    Called and spoke with Dr. Bakir. Followed up via email as well. He requested a follow up within THREE weeks. He wishes to focus on internal management before dealing with the website design. I shall follow up on Tuesday, 09/05 at 10:30 AM PST (1:30 PM EDT). Request was recorded on CP and Google Calendar.
    2017-08-10 | danny.n
    lmk if he gets back to you by tomorrow. Do 1 more f/u call tom before letting me know. Thanks.
    2017-08-10 | jan.s
    Please advise.
    2017-08-10 | jan.s
    Called and left a message. Followed up via email and CC'd Danny as well, currently waiting for a response.
    2017-08-03 | jan.s
    Called and spoke with Dr. Bakir. He requested a scheduled call for Thursday, 08/10 at 10:30 AM PST (1:30 PM EDT). Request was recorded on CP and Google Calendar.
    2017-07-27 | jan.s
    Called and spoke with Dr. Bakir. He requested a follow earlier next week (Tuesday or Thursday) but no specific time was provided.
    2017-07-25 | jan.s
    I have not received a follow up from Dr. Bakir as of today.
    2017-07-25 | jan.s
    Followed up via email and CC'd Danny, currently waiting for a response.
    2017-07-20 | danny.n
    Jan, if he hasn't scheduled or get back to you by next Tues. LMK so I can call him myself. Thank you!
    2017-07-19 | jan.s
    Followed up via email and CC'd Danny, currently waiting for a response.
    2017-07-19 | jan.s
    Followed up via email and CC'd Danny, currently waiting for a response.
    2017-07-19 | jan.s
    Dr. Bakir followed up via email on 07/18 but did NOT provide time availability.
    2017-07-17 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-07-13 | jan.s
    Called and spoke with Dr. Bakir. Followed up via email as well. Dr. Bakir is currently out of town and will return tonight. However, he will be available early next week (Monday & Tuesday) but did not provide a specific time.
    2017-07-11 | jan.s
    Followed up via email, currently waiting for a response.
    2017-07-10 | jan.s
    Called and spoke with Dr. Bakir. However, he was in a meeting and wanted to reschedule, currently waiting for a response.
    2017-07-07 | jan.s
    Called and spoke with Dr. Bakir. He requested to reschedule the interview for Monday, 07/10 at 10:00 AM PST (1:00 PM UTC). Recorded request on Google Calendar.
    2017-07-06 | danny.n
    Jan, I will activate the rest of the products tomorrow after i get the order finalized. (logo, social, video). Just fyi.
    2017-07-06 | jan.s
    Design Intro email was sent.
    2017-07-06 | jan.s
    Received request for scheduled call for Friday, 07/07 at 1:00 PM PST. Recorded request on Google Calendar.
    2017-07-06 | jan.s
    Reassigned to Jan.

    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-07-06 | Danny | #79052 |

    Website: $4,250* + $99/m

    will fax or order online by tomorrow’s interview.


    2017-10-30 | danny.n
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Calendly – Design Interview at 1pm PST – Fri 6/7 closed
    Task: Website | 2017-07-06 | Danny | #79051 |

    Scheduled for design interview.

    Sent questionnaire. Dr will fill out ton with his wife.


    2017-07-06 | jan.s
    Received request for scheduled call for Friday, 07/07 at 1:00 PM PST. Recorded request on Google Calendar, closing task.

    Leave a Comment:




    Revised Proposal 
    Estimates | 2017-06-27 | Danny | #78448 |

    2017-07-06 | danny.n
    spoke to dr. in between patients. Dr was ready to start. Got his interview scheduled. Asked about financing. Revised proposal to 4 installmetns. Can't discount further cause its really competitive already matching and beating competitor to earn his business. Sent dr questioonaire to fill out ton with his wife.
    2017-07-06 | danny.n
    Called.. lm. sent dr a f/u.
    2017-06-30 | danny.n
    sk: 8:23pm
    2017-06-29 | danny.n
    "Hi Danny. Thanks for the email. Crazy week. Open dental conversion and new server. Some issues that is pushing it back to the 17th of July. Can you check back with me the next Wednesday and let's catch up. Talk you you soon. "
    2017-06-29 | danny.n
    called.. lm. sent email to see if he's ready to get started.
    2017-06-28 | danny.n
    sk: 10:55am
    2017-06-28 | danny.n
    sk: 4:30pm yest.
    2017-06-27 | danny.n
    sk: 2:53pm

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-06-27 | Danny | #78442 |

    Called spoke to dr. Knew it was me. Was super nice as usual.

    Talked to a few dental websites recently again. Was pursuaded to go with Great Dental Web or Local guy. Advised him again to avoid. Dr seems to doesn’t know much and easily sold. Was quoted less and even includes logo.

    Reiterated again to dr to avoid those company and why. Dr is super nice and feels he’s going to regret what others are pushing him. Was told to pay $150/year for hosting with them which i explained.

    Overall, had to offer dr to start design process with no credit card no obligation so he can see how the process goes and will be impressed.

    Dr stated that may be a good idea cause he will be at the beach this weekend and can look it over but definitely wants me to continue to touch base with him. Sent updated proposal to fax back with no cc for now.


    Leave a Comment:




    Phone Conference 
    Estimates | 2017-06-16 | Danny | #77770 |

    Spoke to Dr. – Extremely nice. was out with his kids in the playground but wanted to talk to me.

    GP practice he bought. Talking to Great Dental Websites, local guy and us. Was recommended by DentalTown.

    Advised him to stay away from Local guys. Pointed out to him what GDW does vs us when it came to QPS.

    Asked about reviews, been talking to companies that claims this and that. Advised to dr how it works and my recommendation which is to avoid it cause it will be focused on the site we develop to guide new and existing patients to see and submit, respectively. He understands after telling him how others claim to him they can eliminate negative reviews.

    Discussed SEO as well, advised for him to go with PPC (quoted around $300 – $500/m in the future).

    Went over platinum as well but stated he doesn’t care too much about Logo but may be intersted in videos. Went with Gold to include Social setup so it is competitive cause he asked for discount.

    He will review over the weekend and get back to me. Super nice. Call to f/u.


    2017-06-23 | danny.n
    sk: 6:21pm
    2017-06-22 | danny.n
    sK: 2:24pm
    2017-06-22 | danny.n
    sent dr a f/u.
    2017-06-20 | danny.n
    called. dr picked up and knew it was me. Extremely cool. Stated that he did get the email and will be looking over the proposal hopefully today and get back to me. Call in a few days to touch base.

    Leave a Comment:




    Initial Contact 
    Leads | 2017-06-13 | Danny | #77500 |

    sent initial email. Ph # dr provided was missing a digit.


    2017-06-16 | danny.n
    emailed him back to let him know i had called. Called, lm on his cell this morning.
    2017-06-16 | danny.n
    "Hi Danny. Just tried to call. Talk to you soon. "
    2017-06-16 | danny.n
    dr called after 5pm, lm for me.
    2017-06-15 | danny.n
    called.. lm. sent dr a f/u.
    2017-06-15 | danny.n
    sk: 11:12am
    2017-06-14 | danny.n
    sk: 4:37pm yest.
    2017-06-13 | danny.n
    called. went to vm. lm. sent dr email letting him know i had called.
    2017-06-13 | danny.n
    "Got it Danny. My cell is 3125328805. Please call to talk. Thanks."

    Leave a Comment:




  • Domain Information
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  • Video Information
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    2017-07-06

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    2017-07-06

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    360 Plan



    Estimates | 2017-06-27 | Danny | Revised Proposal Sent

    Custom Platinum


    Initial: 4 Payments of $1,062*
    Monthly: $99


    Full Custom Design

    Designed from Scratch

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    Ownership

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    High-Quality Patient Education Videos

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    x * Approved to 4 installments vs 2 installments. 30 days apart.

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    COMMENTS:

    2017-07-06 | danny.n
    spoke to dr. in between patients. Dr was ready to start. Got his interview scheduled. Asked about financing. Revised proposal to 4 installmetns. Can't discount further cause its really competitive already matching and beating competitor to earn his business. Sent dr questioonaire to fill out ton with his wife.
    2017-07-06 | danny.n
    Called.. lm. sent dr a f/u.
    2017-06-30 | danny.n
    sk: 8:23pm
    2017-06-29 | danny.n
    "Hi Danny. Thanks for the email. Crazy week. Open dental conversion and new server. Some issues that is pushing it back to the 17th of July. Can you check back with me the next Wednesday and let's catch up. Talk you you soon. "
    2017-06-29 | danny.n
    called.. lm. sent email to see if he's ready to get started.
    2017-06-28 | danny.n
    sk: 10:55am
    2017-06-28 | danny.n
    sk: 4:30pm yest.
    2017-06-27 | danny.n
    sk: 2:53pm
    Estimates | 2017-06-27 | Danny | Phone Conference Expired

    Gold


    Initial: 2 Payments of $1,999*
    Monthly: $79


    Full Custom Design

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    Exclusivity

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    Get Access to Hundreds of Articles

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    Work with a Designer to Build a Logo

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    x * risk-free no obligation. Start design process. Once approve, 1st installment is assessed. Includes Custom Logo (reg: $750)

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    High-Quality Patient Education Videos


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    Monthly:

    COMMENTS:

    Estimates | 2017-06-16 | 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

    Social Media Custom

    Facebook, Google Plus & Twitter

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x - includes all default features listed on the left.

    Dental Videos

    Regular Price: $500

    Initial: 1 Payments of $0
    Monthly: $20

    Educational Videos

    High-Quality Patient Education Videos


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-06-23 | danny.n
    sk: 6:21pm
    2017-06-22 | danny.n
    sK: 2:24pm
    2017-06-22 | danny.n
    sent dr a f/u.
    2017-06-20 | danny.n
    called. dr picked up and knew it was me. Extremely cool. Stated that he did get the email and will be looking over the proposal hopefully today and get back to me. Call in a few days to touch base.
    Leads | 2017-06-13 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-06-16 | danny.n
    emailed him back to let him know i had called. Called, lm on his cell this morning.
    2017-06-16 | danny.n
    "Hi Danny. Just tried to call. Talk to you soon. "
    2017-06-16 | danny.n
    dr called after 5pm, lm for me.
    2017-06-15 | danny.n
    called.. lm. sent dr a f/u.
    2017-06-15 | danny.n
    sk: 11:12am
    2017-06-14 | danny.n
    sk: 4:37pm yest.
    2017-06-13 | danny.n
    called. went to vm. lm. sent dr email letting him know i had called.
    2017-06-13 | danny.n
    "Got it Danny. My cell is 3125328805. Please call to talk. Thanks."