Alameda Health Partners

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    Profile ID: 103688




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    Lost Lead Due to Expiration 
    Complaint | 2017-11-13 | Justin | #104225 |

    Justin,

    If that is the case, I will look for another vendor. I have many, many competing priorities and my new boss just started.

    I’m sure your VP understands and I truly understand sales cycles. You know I have the budget, it is timing/getting my Executive Director free to spend time on this endeavor.

    Reminder: I worked for Salesforce.com. I know that pricing can always be adjusted. It’s the nature of SaaS business models.

    I will reach out to you when he has time to do so.

    Appreciate your continued patience.

    Karen Black | Director, Physician Relations and Network Development


    2017-11-13 | justinn
    Karen, I understand and I really do want to work with you. We had a great conversation and I just wanted to inform you of our updated packages that will be more beneficial for medical practices due to new regulations such as SSL Certificate (with Google) and websites that need to be AwDA Compliant (Americans with Disability Act). You can view our packages on our website: https://optimized360.com/packages/ The Gold Package ($4,000 + $79/m) is now the Select Package ($4,500 + $99/m) I wanted to inform you that I can honor the Gold Package until the end of this week BUT even with the Select Package, this would be great because it will help make your site more secure. I'd like to work with you still Karen since we first started in July of this year. Please let me know when we could get in touch and how to proceed. I will coordinate my schedule with you. Thank you,

    Leave a Comment:




    Expired Estimate Update 
    Estimates | 2017-11-09 | Justin | #103562 |

    LM & Emailed – set proposal for date to expire after 10 days


    2017-11-13 | justinn
    LM & Emailed everyone to finalize this week (package is only valid this week before new packages is in effect)
    2017-11-09 | justinn
    Thanks. Justin (copied here), myself and Santos.

    Leave a Comment:




    Updated Estimate 
    Estimates | 2017-08-02 | Justin | #80949 |

    Had a scheduled conference with Dr Pirnia – went over silver – then talked about gold which might be a better option for them because they might need to take the site – wants to see proposal for Gold Package – will discuss next week – sent proposal to Dr to review


    2017-11-09 | justinn
    LM & Emailed F/U
    2017-11-01 | justinn
    Karen, We can simply create a form for you. OR If you have a software for the referral physician portal, it would be integrated the same as a patient login portal. As long as the software has the capability, we can integrate it for you. Thank you,
    2017-11-01 | justinn
    What about a referral physician portal? Karen Black | Director, Physician Relations and Network Development Alameda Health Partners
    2017-11-01 | justinn
    Karen, Yes, we work with a lot of medical practices that utilize patient portals. What we do is create a simple button on your site and link it to the 3rd party company's login portal (Patient Portal). Everything would work independently through that 3rd Party Software. It is very easy. Thank you,
    2017-11-01 | justinn
    I’m slammed. Can’t talk until next week later in week. Question: do any of your sites have patient and referral physician portals? Can you scale that way? Karen Black | Director, Physician Relations and Network Development
    2017-11-01 | justinn
    two rings and went to voicemail - Emailed as well
    2017-10-30 | justinn
    LM
    2017-10-30 | justinn
    disregard below
    2017-10-30 | justinn
    Alok, As part of the Gold Package, it only includes social linking. We will link to your existing social media that you have. If you do not have social medias, we can create and manage it for you for $999 + $29/m. What is included in the initial? Facebook Design & Set Up Twitter Design & Set Up Google+ Design & Set Up Custom Integrated WordPress Blog What is included in the monthly? Management of On-Demand posts for these pages created. If you do not have time to make postings, we can post it on your behalf! What if I don't have time and I want you to do the blogging/automated postings to my social medias? It would be $149/m total for us to create a custom unique article to post to your blog and social media each month. These articles will be based on the topics of your choice (no duplicate content to other social clients). What if I already have social medias? We can simply create the nice logos and link it for you. Hope this explanation helps. Thank you,
    2017-10-26 | justinn
    one ring then autovoicemail - emailed F?U
    2017-10-24 | justinn
    mailbox is full
    2017-10-23 | justinn
    Called - didnt leave message
    2017-10-20 | justinn
    Thanks!
    2017-10-20 | justinn
    Justin, Let’s reconnect on this—looping in my new Executive Director---please send us another proposal. Thanks, Karen Black | Director, Physician Relations and Network Development Alameda Health Partners
    2017-09-26 | justinn
    Sorry, not yet. Karen Karen Black | Director, Physician Relations and Network Development
    2017-09-25 | justinn
    Emailed F?U
    2017-09-06 | justinn
    automated voicemail right away - emailed
    2017-09-01 | justinn
    LM
    2017-08-29 | justinn
    Emailed F/U
    2017-08-22 | justinn
    Hello, I will be out of town from 8/19/17 until 8/28/17 and will respond to emails upon my return. If your question/concern is a medical emergency or urgency, please contact the Chief of Orthopaedic Surgery - Dr. Michael Krosin or Dr. Swapnil Shah. If you have questions concerning Alameda Health Partners, please contact Ms. Karen Black. Best, Nick Pirnia, MD
    2017-08-22 | justinn
    emailed F/U
    2017-08-16 | justinn
    Emailed F/U
    2017-08-10 | justinn
    wants to move forward but needs approval from the board first - said to hang tight

    Leave a Comment:




    Website Estimate 
    Estimates | 2017-07-10 | Justin | #79182 |

    Spoke with Karen – has a budget – wants something quick – has a lot of the content to send to us – will talk to the doctors tomorrow – sent proposal


    2017-08-02 | justinn
    Wants to talk with Dr. Nick today at 12:30
    2017-08-01 | justinn
    Justin, I’m presenting this today to the President. Karen
    2017-07-19 | justinn
    I’m out next week—will need 2 weeks to connect again. After August 10th.
    2017-07-19 | justinn
    Emailed F/U
    2017-07-13 | justinn
    Spoke with Karen - went over proposal - she couldnt find it - logged in - answered SOME questions - she needs to talk to the President - hopefully tomorrow - he is out all next week though
    2017-07-13 | justinn
    LM

    Leave a Comment:




    Initial Contact 
    Leads | 2017-07-10 | Justin | #79172 |

    LM & Emailed F/U

    Will show Berkeley GI – 1st Page


    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 | 2017-11-09 | Justin | Expired Estimate Update Sent

    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

    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)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-13 | justinn
    LM & Emailed everyone to finalize this week (package is only valid this week before new packages is in effect)
    2017-11-09 | justinn
    Thanks. Justin (copied here), myself and Santos.
    Estimates | 2017-08-02 | Justin | Updated 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)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-09 | justinn
    LM & Emailed F/U
    2017-11-01 | justinn
    Karen, We can simply create a form for you. OR If you have a software for the referral physician portal, it would be integrated the same as a patient login portal. As long as the software has the capability, we can integrate it for you. Thank you,
    2017-11-01 | justinn
    What about a referral physician portal? Karen Black | Director, Physician Relations and Network Development Alameda Health Partners
    2017-11-01 | justinn
    Karen, Yes, we work with a lot of medical practices that utilize patient portals. What we do is create a simple button on your site and link it to the 3rd party company's login portal (Patient Portal). Everything would work independently through that 3rd Party Software. It is very easy. Thank you,
    2017-11-01 | justinn
    I’m slammed. Can’t talk until next week later in week. Question: do any of your sites have patient and referral physician portals? Can you scale that way? Karen Black | Director, Physician Relations and Network Development
    2017-11-01 | justinn
    two rings and went to voicemail - Emailed as well
    2017-10-30 | justinn
    LM
    2017-10-30 | justinn
    disregard below
    2017-10-30 | justinn
    Alok, As part of the Gold Package, it only includes social linking. We will link to your existing social media that you have. If you do not have social medias, we can create and manage it for you for $999 + $29/m. What is included in the initial? Facebook Design & Set Up Twitter Design & Set Up Google+ Design & Set Up Custom Integrated WordPress Blog What is included in the monthly? Management of On-Demand posts for these pages created. If you do not have time to make postings, we can post it on your behalf! What if I don't have time and I want you to do the blogging/automated postings to my social medias? It would be $149/m total for us to create a custom unique article to post to your blog and social media each month. These articles will be based on the topics of your choice (no duplicate content to other social clients). What if I already have social medias? We can simply create the nice logos and link it for you. Hope this explanation helps. Thank you,
    2017-10-26 | justinn
    one ring then autovoicemail - emailed F?U
    2017-10-24 | justinn
    mailbox is full
    2017-10-23 | justinn
    Called - didnt leave message
    2017-10-20 | justinn
    Thanks!
    2017-10-20 | justinn
    Justin, Let’s reconnect on this—looping in my new Executive Director---please send us another proposal. Thanks, Karen Black | Director, Physician Relations and Network Development Alameda Health Partners
    2017-09-26 | justinn
    Sorry, not yet. Karen Karen Black | Director, Physician Relations and Network Development
    2017-09-25 | justinn
    Emailed F?U
    2017-09-06 | justinn
    automated voicemail right away - emailed
    2017-09-01 | justinn
    LM
    2017-08-29 | justinn
    Emailed F/U
    2017-08-22 | justinn
    Hello, I will be out of town from 8/19/17 until 8/28/17 and will respond to emails upon my return. If your question/concern is a medical emergency or urgency, please contact the Chief of Orthopaedic Surgery - Dr. Michael Krosin or Dr. Swapnil Shah. If you have questions concerning Alameda Health Partners, please contact Ms. Karen Black. Best, Nick Pirnia, MD
    2017-08-22 | justinn
    emailed F/U
    2017-08-16 | justinn
    Emailed F/U
    2017-08-10 | justinn
    wants to move forward but needs approval from the board first - said to hang tight
    Estimates | 2017-07-10 | Justin | Website Estimate Expired

    Silver Package


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


    Premium Website

    Select from a Gallery & Customize

    Mobile Responsive

    Matching Design | Auto Dial | Map

    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)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-02 | justinn
    Wants to talk with Dr. Nick today at 12:30
    2017-08-01 | justinn
    Justin, I’m presenting this today to the President. Karen
    2017-07-19 | justinn
    I’m out next week—will need 2 weeks to connect again. After August 10th.
    2017-07-19 | justinn
    Emailed F/U
    2017-07-13 | justinn
    Spoke with Karen - went over proposal - she couldnt find it - logged in - answered SOME questions - she needs to talk to the President - hopefully tomorrow - he is out all next week though
    2017-07-13 | justinn
    LM
    Leads | 2017-07-10 | Justin | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: