Sheila Sahni, MD

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    Profile ID: 103790




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    Web Project – Reconnect 
    Leads | 2017-09-08 | Danny | #85788 |

    “HI Danny,
    I wanted to re-open the discussion with you now that I am getting closer to joining my hospital. I met with my marketing department and they are interested in learning more about the package you O360 would provide re: website, design, management and maintenance.

    My goal is work with your company but I need to know more specifics such as how many pages, reputation management software, SEO and maintenance.

    Is it possible to discuss these details?

    Thanks,
    Sheila”


    2017-09-12 | danny.n
    sk: 6:30pm yest (9/11)
    2017-09-11 | danny.n
    sent f/u with dr to see how your sched looks like this week to reconnect.
    2017-09-08 | danny.n
    sk: 8:35am (2 mins after)
    2017-09-08 | danny.n
    waiting for dr to call or email me back with a day/time to discuss.

    Leave a Comment:




    Patient Portal Confusion (clarification) 
    Notes | 2017-08-08 | Danny | #81254 |

    “In 20 days but I don’t think I can move forward at this time. It would be really great if your company could have a consultation with a designer prior to being charged. It seems I would have to commit to The first payment immediately after the interview. So I think it’s best if we just stop all payments and not proceed further until I am sure I like the portfolio you have and compare with others etc.

    Thank you so much. Also I had asked you for the patient Portal could be built into the website and I know you said that it could not but I looked at one of your samples of a cardiology practice and they were able to build the patient portal into their website. It was something I wanted to follow up with you on.
    Thank you for your time warmly Sheila
    Sent from my iPhone
    Please excuse typos and brevity”

    my response:

    Dr. Sahni,
    I’ll touch base with you towards the end of the month. Yes, we will only charge the 1st of the 4 installments after the phone interview but you have a 30-day money back guarantee which is risk-free with no obligation.

    Regarding the Patient Portal, I believe there’s a miscommunication when I went over this with you. The Patient Portal is a feature that we do not create but we can integrate for you once the portal is setup and provided by your current in-office practice management software. If they have that technology, they will provide a secure portal link that will bridge from your site to the office.

    We have A LOT of clients that have this feature which works independently of the site. If you notice when you click on those links, it takes them AWAY from your site to that portal.

    Here are a few examples:
    click on PATIENT FORMS: http://dsmfamilydentistry.com/
    click on PATIENT PORTAL under PATIENT RESOURCE tab: http://optimumhealthdoc.com/
    Please let me know if this clarifies your question. Thank you!


    Leave a Comment:




    Hold Project Until After Aug 20 
    Notes | 2017-08-08 | Danny | #81250 |

    Dr will be on vacation and will possibly want to start either just before or after she gets back.


    2017-08-25 | danny.n
    Jan, I've reassigned this project to me already. I will update you after next week. Thanks!
    2017-08-25 | jan.s
    Any status updates?

    Leave a Comment:




    360 Custom DQ 
    Design | 2017-08-07 | Jan S. | #81242 |

    Your Name: Sheila Sahni
    Will you be the decision maker during this process? Yes

    Sections

    – Social Media Links
    – Featured Services
    – Promotions
    – Testimonials
    – Video
    – Contact Form
    – Membership Logos
    – Office Map
    – Doctor’s Bio
    – Office Summary
    – Cardiovascular Health Prevention updates and section on women’s health

    Overall Feel

    – Modern
    – Simple and Clean
    – White & Bright
    – Nature/Green
    – Calm
    – Soothing
    – Easy to use
    – Professional
    – Easy to navigate

    Please Give us Examples of Websites You Like

    Like

    – ccpdocs.com (although we are only 2 doctors without major features to highlight like this one but I love the design)
    – cvmg.com

    Dislike

    – advancedcardiologypractice.com (looks like text)
    – morriscardiology.com ( seems the content here is like a private practice similar to my practice but the layout is terrible)

    Light or Dark

    – Light Background (dark text)

    Select Colors

    – Deep
    – Neutral
    – Pastels
    – Although I I do like bright colors, I think the maroon, gold, and navy blue make a nice color combo with mix of the neutral blues and pastels as needed.

    Image Types

    – Your Images (Upload or Email)
    – Closeup
    – Trees/Green
    – Ocean/water
    – Specialty (Medical, Dental…)

    Ethnicity

    – Caucasian
    – Hispanic
    – Asian
    – African American

    Age Group

    – Adults
    – Elderly

    Demographic

    – Retired
    – Working Class

    Specialty

    – Cardiology
    – Interventional Cardiology
    – cardiovascular Prevention
    – Internal Medicine
    – Women’s Heart Health

    Top 3-4 Services

    – Cardiovascular Consultation
    – Treadmill stress testing with nuclear and echocardiography imaging
    – Non-invasive imaging for echocardiography and vascular studies
    – Invasive procedures including vein ablation (performed in office) and percutaneous coronary intervention (performed in hospital)


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    Email: Design Introduction 
    Design | 2017-08-07 | Jan S. | #81236 |

    Hello Dr. Sahni,

    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. this morning 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. If it is easier for you to explain this via phone we can schedule a phone interview instead.

    Schedule a Call: https://calendly.com/optimized360/calls

    I look forward to working on this design with you.

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    Create Temp Site closed
    Task: Social | 2017-08-07 | Jan S. | #81237 |

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


    2017-08-07 | jan.s
    The custom rogue tempsite for Sheila Sahni, MD was created, Google Analytic account was created and connected, Jetpack and SiteStats were activated, did NOT import content via ContentCopier due to non-existent category, and submitted an FTP ticket to Pagely support, closing task.

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    Website Design (New Design Project) closed
    Task: New Project | 2017-08-07 | Danny | #81227 |

    – Dr. Sheila Sahni – daughter joining her dad’s practice. Very young and out-going personality.
    – She is moving to NJ from LA, will be there around October

    – Site is currently 1 page, very old. Needs modern branding
    – Dr will be moving and on vacation (barcelona) around Aug 20 but understands that she can review draft/feedback via email as long as interview done prior.

    – calendly scheduled for tomorrow at 9:30am PST. Please call her cell. Will fill out questionnaire tonight.
    – dr is very busy during the transition and is busy at clinic once she starts so looking for a company that understands the industry and do the work for them.
    – will be adding her RSS feed in the future and youtube video from the Cardiology association/group (wants a page for that setup/prep)

    – need to order content for Cardiology (10 pages). Ask for the procedural topic and also she mentioned some imaging machine they have that they want to highlight/promote to have content written up.


    2017-09-27 | danny.n
    Ticket has been completed. Closing ticket.
    2017-08-10 | jan.s
    Informed by Danny to place project on hold until after 08/20, closing task.
    2017-08-07 | jan.s
    The custom rogue tempsite for Sheila Sahni, MD was created.
    2017-08-07 | jan.s
    Dr. Sahni followed up via email and confirmed for Tuesday, 08/08 at 9:30 AM PST. Request rerecorded on CP and Google Calendar.
    2017-08-07 | jan.s
    Received request for scheduled call for Tuesday, 08/08 at 10:00 AM PST. Request recorded on CP and Google Calendar.
    2017-08-07 | jan.s
    360 Custom DQ was recorded on CP.
    2017-08-07 | jan.s
    Design Intro was sent.

    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-08-07 | Danny | #81226 |

    Website: $4,500* + $99/m

    * 4 installments of $1,125

    cc provided over the phone VISA ending in -7766 exp 9/19


    2017-09-08 | danny.n
    closing. Dr wants to reconnect on the project and may want to go with higher package. See post dated today at top.
    2017-09-08 | danny.n
    Ticket has been completed. Closing ticket.
    2017-08-08 | chandra.t
    Removed charged set for 8/9/17.
    2017-08-08 | danny.n
    Chan, I am switching this task back to me. Dr wants to hold until after dr is back from Europe (vacay) to start. Please remove the charge until further notice.
    2017-08-07 | chandra.t
    Set to charge 8/9/17.

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-08-07 | Danny | #81225 |

    Dr returned my call. Very nice.

    Dr is finishing up her fellowship at UCLA and will be moving to New Jersey to join her dad’s practice who is also a cardiologist. Site is over 10 years old and is a 1-page site. Wants to rebrand the site so it is more modern to reflect them.

    Dr Sheila is very active in the female cardiology community (guest speaking) and has done a lot of articles and speeches and is well-known and is everywhere online. Will want rss feed in the future. Does not need any social but does want logo.

    Wants a company that knows cardiology and have it done for her cause she doesn’t have time.

    Assured her that when it came to QPS, ours is competitive and assured her that we’ll be doing all the work.

    Asked to break up into installments of 4 cause she will be paying for this upfront and will try to get the medical group they are “affiliated” with to pay half and if so, will pay the installments sooner.

    Dr was ready, gave me cc to start over phone and scheduled interview for tom. Will fill out questionnaire. Dr stated she will be going on vacation on Aug 20th so I assured her if we can get the interview done, she can review everythign via emial while she’s gone to expedite.


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    Initial Contact 
    Leads | 2017-08-07 | Danny | #81215 |

    called. LM on her cell. Lead came in from last Friday night


    Leave a Comment:




    Initial Assessment 
    Leads | 2017-08-07 | Danny | #81214 |

    no site. seems to originally from LA.

    https://www.linkedin.com/in/sheila-sahni-md-169143121/


    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

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    .360temp.com

    Intro & Gallery URL:
    Site Sucker & 301s:
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    Map Domain in Pagely/WP:
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    Website Location:
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    Alias Info
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    Milestones
    Introduction: 2017-08-07
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    Analytics Report or Jetpack Setup: 2017-08-07
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    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259
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    Godaddy / 360 Sites / 360 Temp

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  • Video Information
    Added to vendor DB
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    COMPANY
    Media Med
    Media Med Integrated
    3D4 Dental
    Optio: register w/client info
    Swarm
  • Facebook
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    Account Access: PIN: F/U: URL: Active
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    Facebook
    Google
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  • 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

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    PIN:
    F/U:
    URL:
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    Active
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    Inboxes Created:
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  • Marketing




    STEPS
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    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2017-08-07

    Mobile
    Fluid Responsive
    2017-08-07

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo
    2017-08-07

    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2017-09-08 | Danny | Web Project – Reconnect


    Initial: Payments of
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    2017-09-12 | danny.n
    sk: 6:30pm yest (9/11)
    2017-09-11 | danny.n
    sent f/u with dr to see how your sched looks like this week to reconnect.
    2017-09-08 | danny.n
    sk: 8:35am (2 mins after)
    2017-09-08 | danny.n
    waiting for dr to call or email me back with a day/time to discuss.
    Estimates | 2017-08-07 | Danny | Phone Conference Ordered

    Custom Gold


    Initial: 4 Payments of $1,125*
    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

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    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 - includes all default features listed on left. *30 Days Money Back Guarantee

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    Leads | 2017-08-07 | Danny | Initial Contact


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    Leads | 2017-08-07 | Danny | Initial Assessment


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