The Prostate Center San Diego

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    Cancel Project closed
    Task: Website | 2017-10-18 | Danny | #97044 |

    Please cancel project. See Previous note for reason and resolution.


    2017-12-21 | catherine.c
    site archived, files saved, DB #399, no status cake, no videos, jotforms removed, no emails, no domain.
    2017-10-18 | chandra.t
    Charges stopped.
    2017-10-18 | desirae.g
    Reassigned this cancellation to Catherine.

    Leave a Comment:




    Credit Back – Refund closed
    Task: Accounting | 2017-10-18 | Danny | #97040 |

    Chan, please credit back what was charged minus the $500 of the $5,500.

    I believe they should have been charged already $5,500 of the total project. If it is, only credit back $5,000.

    Please let me know. Dr F is aware of this and ok’d it.


    2017-10-18 | chandra.t
    Client was charged $5500 initial and 1 monthly installment of $99. Refunded $5000 back to American Express ending in 4001.

    Leave a Comment:




    Resolution to Close out Account 
    Notes | 2017-10-18 | Danny | #97036 |

    spoke to Tami, very nice. She was very bummed cause she loved what we have done so far and the communication and the professionalism from everyone here. TOld her that many companies will not credit back regardless since contract was signed but us as a company, we try to be fair with our clients due to their circumstances especially in her position where she has no control except try to convince them. At the end of the day, she said the parent company in Germany wants to have someone local there to handle it cause of the 9hour time difference which she had expressed to them that she is in San Diego and can handle all the communication in between organizing it but she lost that battle.

    We have agreed to credit what was charged minus $500 of the work which is the 1-page draft cocept that was already done. She completely understands and was appreciative.


    2017-10-18 | danny.n
    FYI
    2017-10-18 | danny.n
    FYI.

    Leave a Comment:




    Sched Call to Closeout Project – 2pm Today 
    Notes | 2017-10-18 | Danny | #96824 |

    “Hi Danny,

    I apologize I was not able to get back to you right away. I will schedule a call with you for tomorrow afternoon as I am in meetings all morning if that is alright.

    I am so sorry I am not able to work with your team. Desirae is amazing! Thank you for understanding. This is actually quite difficult to work with a team in Ireland – definitely a learning experience.

    Thanks so much!”


    2017-10-18 | justinn
    Spoke with Tami - she was very understanding - said that it is not a problem and that Danny can call her back when he is off the phone
    2017-10-18 | desirae.g
    Great, thank you!
    2017-10-18 | danny.n
    FYI, Desirae. She scheduled a call with me at 2pm today. I'll update you once I speak to her to officially close out the project.

    Leave a Comment:




    Cancellation – Refund closed
    Task: Accounting | 2017-10-16 | Danny | #96175 |

    Dr. F, please read the “needs to cancel” post from Desirae below.

    Question is before i get back to her regarding the cancellation (refund), what do you want to do as far as crediting back. They did only 1 draft concept. I want to get back to her to let her know that we will credit back what she had paid MINUS the work we’ve done.

    There was nothing done wrong on either end (us and the client).

    They paid $5,500 for a GOLD Package + LOGO, $4,000 & $1,500, respectively.


    2017-10-18 | danny.n
    I spoke to her and got the ok to charge the work that was done. You had mentioned $400 yesterday but I ended up telling her $500. You can read the "RESOLUTION to CLOSE OUT ACCOUNT" post dated today above.
    2017-10-16 | desirae.g
    Will do
    2017-10-16 | danny.n
    desirae, fyi. If she emails you like you mentioned originally to send in written cancellation notice before i speak to her, please reply back and cc me so I can go over the intended credit amount and start of cancellation.
    2017-10-16 | danny.n
    spoke to Dr F, we will credit back only $5,000 of the $5,500 due to the work put into the 1st draft concept (design hours, staff hours, overhead, etc). Will also request the review she offered to leave to discuss only the experience with us, not reason or reference to no longer being a client). I had called, lm on TAMI's vm to call me back to discuss the cancellation process and go over the pricing. Sent her an email as well to call me at her convenience.

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    Needs to Cancel 
    Notes | 2017-10-16 | Desirae.G | #96159 |

    Needs to “abandon” this project.

    Reason: Tami was helping The Prostate Center SD as a side project, and it has been really hectic the last few months…The Prostate Center SD is a branch of their main center in Germany. Because SD is an extension, the main center in Germany has 80% control of what the SD extension does. They have decided to keep one website for all of their branches instead of having a separate website solely for SD. Tami said she fought hard to keep this new website, but she was not “winning this battle”. She feels bad about canceling.

    She went on to say how great we have been as a company and following up with her. “Every website/company I’ve looked at you guys are by far the BEST. You guys are worth every bit of it.” I asked if she would be willing to leave us a review and she said absolutely! I also requested that she sends us her cancellation in writing via email.


    2017-10-16 | danny.n
    Thank you, Desirae, I have a TASK open for Dr F regarding this and will wait for his response before we process anything. Please f/u with my tomorrow if you don't hear from me so we can respond to Tami.
    2017-10-16 | desirae.g
    FYI Belinda
    2017-10-16 | desirae.g
    FYI Danny

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    Email to Wayne 
    Notes | 2017-10-13 | Desirae.G | #95797 |

    Hello Wayne,

    Thank you for taking a brief moment to speak with me today regarding the new website. Please let me know if there is an alternative point of contact that I can discuss the new website with or if there is another way I can reach Tami. The last time we spoke was August 29th and I have not heard from her since. I’m hoping to move forward with the new website design.

    Thanks again!


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    Follow Up 
    Notes | 2017-09-20 | Desirae.G | #89295 |

    Emailed Tami and tracked email to follow up regarding design draft.


    2017-10-13 | desirae.g
    Update - Called Tami's cell and LM. Called office # and LM with their call center. Called Wayne and spoke with him briefly. He advised to send him an email and he will send me a list of alternative contacts.
    2017-10-11 | danny.n
    Desirae, have you tried calling Wayne? if you reach him, let him know you've tried getting a hold of Tami. Log it in CP. If still no response by Friday, lmk. Thx.
    2017-10-10 | desirae.g
    Danny, Belinda and I have been trying to get a hold of Tami but no response. Let me know if there is another # I can try or if you can get a hold of her.
    2017-10-10 | desirae.g
    Tami has not opened my emails or responded to our voicemails.
    2017-10-10 | alec.j
    Desirae, do we have any update on this account?
    2017-09-27 | belinda.t
    LM with Tami on cell phone.
    2017-09-26 | alec.j
    Desirae, would you please call and f/u?

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    Phone Call 
    Notes | 2017-09-07 | Desirae.G | #85487 |

    Tami scheduled a call for today @ 3 pm PST


    2017-09-07 | desirae.g
    LM and emailed to follow up

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    Draft Submitted 
    Concepts | 2017-08-29 | Desirae.G | #83260 |

    Hello Tami,

    I hope you enjoyed your weekend! Based off of our discussion I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time.

    Please note that we can add a slider of images to the top later on 🙂

    Looking forward to your feedback!


    Leave a Comment:




    New Design closed
    Task: Website | 2017-08-23 | Desirae.G | #82901 |

    Current website: http://prostate-center.de/
    (LIKES: nothing; DISLIKES: everything)

    Examples:
    http://rockymountainurologicalinstitute.com/ (LIKES: photography ONLY)
    https://www.sentaclinic.com/ (LIKES: layout, colors, functionality; DISLIKES: did not mention)

    LAYOUT
    -full width
    -sectional
    -clean

    FEEL
    -modern
    -masculine but appeals to both men & women
    -comfortable
    -confidence/hope
    -engaging

    COLORS
    -blues/whites/greens (mostly blue & white)
    -nothing too bright, but no pastel

    IMAGES
    -use images of active men (older adults/seniors)
    -use images of happy families (wife/husband, or family)
    -all ethnicities
    -use images with men looking directly at you; engaging

    CONTENT
    -organized
    -more visual
    -use content from existing site for now: http://prostate-center.de/

    OTHER NOTES
    -no logo; use placeholder
    -Dr. Stehling, Dr. Schwartzberg, Dr. Cooper
    -Dr. Stehling should be mentioned FIRST
    -appeal to both men AND women, but mostly men
    -nothing too bold
    -appeal to all ethnicities
    -wants to showcase happy, active men outdoors
    -specialty: Irreversible Electroporation (IRE) NanoKnife
    -category: prostate


    Leave a Comment:




    Design Notes 
    Design | 2017-08-23 | Desirae.G | #82900 |

    Current website: http://prostate-center.de/
    (LIKES: nothing; DISLIKES: everything)

    Examples:
    http://rockymountainurologicalinstitute.com/ (LIKES: photography; DISLIKES: layout, inner pages hero, maybe too traditional)
    https://www.sentaclinic.com/ (LIKES: layout, colors, functionality; DISLIKES: did not mention)

    LAYOUT
    -full width
    -sectional
    -clean

    FEEL
    -modern
    -masculine but appeals to both men & women
    -comfortable
    -confidence/hope
    -engaging

    COLORS
    -blues/whites/greens (mostly blue & white)
    -nothing too bright, but no pastel

    IMAGES
    -use images of active men (older adults/seniors)
    -use images of happy families (wife/husband, or family)
    -all ethnicities
    -use images with men looking directly at you; engaging

    CONTENT
    -organized
    -more visual
    -use content from existing site for now: http://prostate-center.de/

    OTHER NOTES
    -no logo; use placeholder
    -will be using prostatecentersd.com
    -Dr. Stehling, Dr. Schwartzberg, Dr. Cooper
    -Dr. Stehling should be mentioned FIRST
    -appeal to both men AND women, but mostly men
    -nothing too bold
    -appeal to all ethnicities
    -wants to showcase happy, active men outdoors
    -specialty: Irreversible Electroporation (IRE) NanoKnife
    -category: prostate


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    Follow Up 
    Notes | 2017-08-17 | Desirae.G | #81950 |

    Emailed Tami to reschedule and tracked email.


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    301’s 
    Notes | 2017-08-15 | Desirae.G | #81695 |

    http://prostate-center.de/
    http://prostate-center.de/index.html


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    Create Temp Site closed
    Task: Social | 2017-08-14 | Desirae.G | #81671 |

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


    2017-08-14 | desirae.g
    Tempsite created. Will submit a ticket to customize if we can get the login credentials to existing site. Closing.

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    Email: Design Introduction 
    Design | 2017-08-14 | Desirae.G | #81670 |

    Hello Tami,

    Welcome to Optimized360!

    My name is Desirae 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. this morning to discuss your account and review the notes you initially had.

    Thank you for filling out the design questionnaire. I will be referencing this and any other website examples in our scheduled phone call for Wednesday, August 16th @ 10am PST.

    I look forward to working on this design with you!

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    DQ Submission 
    Notes | 2017-08-14 | Desirae.G | #81664 |

    Your Name Tami Colbert
    Desired Domain(s) prostatecentersd
    Do you have an existing Site? Yes
    IF yes, please provide login credentials: unknown
    Practice Name The Prostate Center | San DIego
    Secondary Title (Dr. Name) Ross Schwartzberg, M.D., James Cooper, M.D., Michael Stehling, m.d., pHd
    Practice Address Street Address: 4370 La Jolla Village Drive
    Street Address Line 2: Suite 400
    City: San Diego
    State / Province: CA
    Postal / Zip Code: 92122
    Country: United States
    Practice Telephone (866) 8838262
    Will you be the decision maker during this process? Yes
    Sections Featured Services
    Testimonials
    Video
    Contact Form
    Office Map
    Doctor’s Bio
    Office Summary
    Overall Feel Modern
    Elegant
    Simple and Clean
    Visual (Minimum Text)
    Masculine
    Show Men doing Activities
    Please Give us Examples of Websites You Like PREMIER DENTAL OF SOUTH ORANGE COUNTY;
    http://rockymountainurologicalinstitute.com;
    http://healthy-male.com;
    Light or Dark Light Background (dark text)
    Select Colors Gray-Blue, Soft Blue, Carribean Blue/Green,Sea Green, Fresh Green Grass, Ice Blue, Medium Gray, Black, White
    Deep
    Neutral
    Image Types Your Images (Upload or Email)
    People
    Closeup
    Trees/Green
    Ocean/water
    Specialty (Medical, Dental…)
    Men 48+/ at activity
    Ethnicity Caucasian
    Hispanic
    Asian
    African American
    Age Group Adults
    Demographic Retired
    Men Aged 48+
    Specialty Prostate Cancer Treatment
    Top 3-4 Services Irreversible Electroporation (IRE)
    NanoKnife
    Any Additional Comments/Requests? Looking for our website to be engaging, interesting, masculine, refined, active, showing men enjoying their families, enjoying life. Showing men active in golf, swimming, surfing, bike riding, kayaking. Looking for clean, clear, informative. Providing the patient and/or family member a feeling of gained iinformation and strength and hopefulness. Comfort. A feeling of home, finding the right information, right treatment. The patient/reader needs to feel all of these things: Life, Active Life, Love, Joy, Peace, Excitement, Comfort, Home, Interest. A couple of important items: need to know if patients can have the ability to upload imaging and documents through the website. Need Logo support/creation as well.


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    Design Interview Sched – Wed 8/16 @ 10am PST closed
    Task: Website | 2017-08-14 | Danny | #81585 |

    2017-08-14 | desirae.g
    Noted. Thank you! Closing this task since new project task is still open.

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    Website Design (New Design Project) closed
    Task: New Project | 2017-08-14 | Danny | #81584 |

    – Tami (Operational Director) – 619-990-4997
    – current site is 1-page created by their parent company based in Germany. Previous one was poorly done by another company (scorpion).
    – looking for someone like us that is experienced in the industry, streamline the process for them, & guide them
    – the service they offer is very unique and they want to promote it worldwide.

    – filled out questionnaire already.
    – ordered LOGO as well

    please send intro.


    2017-08-23 | desirae.g
    Rescheduled a phone call w/ Tami for today @ 3pm
    2017-08-16 | desirae.g
    Called Tami's cell and LM. Called the office, spoke with Kelsey and she was not able to leave a message for Tami. Will FU with email.
    2017-08-14 | danny.n
    "Hi Danny! Thank you! I'm looking forward to getting started! I'll reach out anytime I have questions and again, Thank you so much for working with me/us! Kind regards, Tami"

    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-08-14 | Danny | #81583 |

    Website: $5,500 + $99/m

    e-sign: Amex ending in -14001 exp 4/20


    2017-08-21 | chandra.t
    Re-ran CC and payment processed. Charged.
    2017-08-17 | chandra.t
    She has not, LV followup.
    2017-08-17 | danny.n
    any updates? did she respond?
    2017-08-14 | chandra.t
    CC unable to process, emailed Tami to confirm.

    Leave a Comment:




    Response – Ready to Start 
    Leads | 2017-08-09 | Danny | #81358 |

    “Hi Danny,

    I was able to meet with our team and physicians this evening and we have an approval and agreement to move forward to work with you and Optimize360!

    I am excited to work with you and your teams and confident that this partnership will bring about the custom website I envision for our company.

    I am in meetings tomorrow the first half of the day, though will reach out mid afternoon if that will be okay.

    Thank you so much for your patience while we review all options available.

    Kind regards,
    Tami”


    2017-08-14 | danny.n
    "Hi Danny, I have electronically submitted the contract agreement and provided payment information and also completed the Preliminary Design Questionnaire as you requested. I have a design call scheduled for Wednesday, August 16th @ 10:00am. I am on a project for the next two days and then am off the rest of the week to begin working on this project. Please let me know if I should be doing anything more prior to the meeting on Wednesday. I'm very much looking forward to working with you and your teams to launch, what I'm sure will be an amazing website. Thank you so much!"
    2017-08-11 | danny.n
    Tami called, lm. stating that she apologize for not getting back to me to start sooner, was swamped, She will be in a meeting for next 2 hrs but will call me. stated that she will esign later as well and will be available next wed for the interview.
    2017-08-10 | danny.n
    sk: 2:59pm
    2017-08-10 | danny.n
    sk: 9:31am (after i called and lm)
    2017-08-10 | danny.n
    called. lm letting her know i was lookign forward to her call yest but she prob got busy. Asked her to call me when she's free to start.
    2017-08-10 | danny.n
    sk: 9:10am
    2017-08-09 | danny.n
    sk: 2:50pm
    2017-08-09 | danny.n
    gave her my schedule today to call anytime to coordinate the design process.

    Leave a Comment:




    Phone Conference w/ Tami & Wayne 
    Estimates | 2017-08-02 | Danny | #80943 |

    Called Tami, conference Wayne in successfully.

    Site is currently managed by an IRELAND company because the parent company for this business is in Germany. Currently it is a 1-page site because the previous company was SCORPION which they were not happy with at all. Issues with design, links, and support so this current 1-page site is temporary.

    Wants a company that knows the industry, has good support and communication, & guide them.

    They offer a few different unique procedures that others don’t. Want to target San Diego, then California, then nationwide and world.

    She did see our reviews and saw our work. Went over design process and how we compare vs others when it came to QPS.

    Went over with her the PPC and SEO. Told her PPC is what we should focus on next once site is launched. For SEO, those specific procedure based on her that it is not competitive, our goal is to get those naturally show up organically. Wayne agreed with me as well. He didn’t know about PPC but Tami has heard of it.

    PPC: told wayne to target San Diego first at around $1,500 for those specific unique keywords, we then can gauge after a few months to then expand out to other larger cities. he agreed.

    Tami seems to want to get something done asap within 30 days targeted but told her we will do our best but it will take about 45 days. She understands that it is on her end as well and # of drafts, back/forth.

    Sent her contract to review and sign to get started. Knows what’s the next step already which is interview & questionnaire.


    2017-08-07 | danny.n
    called, lm for tami. sent f/u.
    2017-08-04 | danny.n
    sk: 3:19pm (sk in the Calendly email)
    2017-08-02 | danny.n
    Told her looking forward to her seeing the 1st draft. Told her i may be able to get a designer towards end of the day if i get the project setup early tomorrow. Latest would be Friday.
    2017-08-02 | danny.n
    "Thanks Danny! We very much appreciate your time today. I will review all of this information with our physicians and get back to you within 24 hours. I am excited at the possibilities here!"
    2017-08-02 | danny.n
    sk: 12:21pm (2 mins later)

    Leave a Comment:




    Calendly – 8/2 at 11:30am PST 
    Leads | 2017-08-02 | Danny | #80920 |

    “Hi Danny,

    Thanks so much for your call and email. I have scheduled an appointment online at 11:30am today. I do have our IT person who needs to join the call as well.

    We are looking forward to meeting with you today.

    Kind regards,
    Tami


    2017-08-02 | danny.n
    "Perfect! Wayne Bartlett 619-254-4653"
    2017-08-02 | danny.n
    told her i'll call her and will try to conference him in if she can give me the ph #.
    2017-08-02 | danny.n
    "Thank you. Will this be a webex or call? I need our IT on the call as well."
    2017-08-02 | danny.n
    replied confirming the calendly she scheduled.

    Leave a Comment:




    Initial Contact 
    Leads | 2017-08-02 | Danny | #80911 |

    Called. LM on her cell. told her i’ll email her too… there is a “Schedule a Call” link.


    Leave a Comment:




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    2017-08-14
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    Leads | 2017-08-09 | Danny | Response – Ready to Start


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    COMMENTS:

    2017-08-14 | danny.n
    "Hi Danny, I have electronically submitted the contract agreement and provided payment information and also completed the Preliminary Design Questionnaire as you requested. I have a design call scheduled for Wednesday, August 16th @ 10:00am. I am on a project for the next two days and then am off the rest of the week to begin working on this project. Please let me know if I should be doing anything more prior to the meeting on Wednesday. I'm very much looking forward to working with you and your teams to launch, what I'm sure will be an amazing website. Thank you so much!"
    2017-08-11 | danny.n
    Tami called, lm. stating that she apologize for not getting back to me to start sooner, was swamped, She will be in a meeting for next 2 hrs but will call me. stated that she will esign later as well and will be available next wed for the interview.
    2017-08-10 | danny.n
    sk: 2:59pm
    2017-08-10 | danny.n
    sk: 9:31am (after i called and lm)
    2017-08-10 | danny.n
    called. lm letting her know i was lookign forward to her call yest but she prob got busy. Asked her to call me when she's free to start.
    2017-08-10 | danny.n
    sk: 9:10am
    2017-08-09 | danny.n
    sk: 2:50pm
    2017-08-09 | danny.n
    gave her my schedule today to call anytime to coordinate the design process.
    Estimates | 2017-08-02 | Danny | Phone Conference w/ Tami & Wayne Ordered

    Custom Gold


    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

    Logo Design

    Work with a Designer to Build a Logo

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x x - includes all default features listed on left. Month to month contract

    PPC - Google AD

    Regular Price: $500

    Initial: 0 Payments of $0
    Monthly: $1,500**

    PPC Management

    Google Adwords Management

    ** estimated budget based on coverage area (San Diego, CA). TBD discussed once site is launched. Month to month contract.

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    COMMENTS:

    2017-08-07 | danny.n
    called, lm for tami. sent f/u.
    2017-08-04 | danny.n
    sk: 3:19pm (sk in the Calendly email)
    2017-08-02 | danny.n
    Told her looking forward to her seeing the 1st draft. Told her i may be able to get a designer towards end of the day if i get the project setup early tomorrow. Latest would be Friday.
    2017-08-02 | danny.n
    "Thanks Danny! We very much appreciate your time today. I will review all of this information with our physicians and get back to you within 24 hours. I am excited at the possibilities here!"
    2017-08-02 | danny.n
    sk: 12:21pm (2 mins later)
    Leads | 2017-08-02 | Danny | Calendly – 8/2 at 11:30am PST


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    COMMENTS:

    2017-08-02 | danny.n
    "Perfect! Wayne Bartlett 619-254-4653"
    2017-08-02 | danny.n
    told her i'll call her and will try to conference him in if she can give me the ph #.
    2017-08-02 | danny.n
    "Thank you. Will this be a webex or call? I need our IT on the call as well."
    2017-08-02 | danny.n
    replied confirming the calendly she scheduled.
    Leads | 2017-08-02 | Danny | Initial Contact


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