Dental Management Advisors

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    Profile ID: 104002




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    Phone Conference – With Michelle 
    Estimates | 2017-09-26 | Danny | #90592 |

    Michelle called, stated that Jennifer was suppose to be on the call too but is tied up today with back to back call so it will just be her.

    She’s looking to redevelop 1 of her clients website who is an oral surgeon in Atlanta. Its a well established practiced with 5 oral surgeons (3 of them are MDs as well). Advised the dr to do a makeover cuase it is extremely out-dated and not mobile responsive and based on what she’s heard, it is not good for Google.

    Gave her an overview of what we do vs others when it came to QPS. Fwd her the email I had sent to Jennifer with recent work. She had stated that she was referred to us by someone and 1 of the oral surgeon examples i sent her Dr. Keyes (oral surgeon) is probably the one but not sure but its what they were impressed with.

    I connected with her a lot cause she had asked me about where i am located and if i was around there which i brought up New Orleans. Her son is a dentist going to LSU for ORAL SURGERON residency.

    She really liked how experienced i was being in teh field for close to 20 years and understands dental from clinical to business side similar to what she is doing right now which gave her a lot of confidence.

    SHe had another call scheduled so had to go. Sent her and jennifer proposal for the Gold. Very hot lead. Pricing seems within budget.


    2017-10-20 | danny.n
    called to touch base. LM for Michelle. Sent f/u.

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    Rescheduled Call – 9/26 – Tues @ 10am PS 
    Leads | 2017-09-25 | Danny | #90282 |

    Rescheduled call to 1pm EST. (10am PST)


    2017-09-26 | danny.n
    called per our scheduled time. LM. Called her again, still went to vm. Sent her an email letting her know i had tried calling.

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    Calendly: Monday – Sept 25 @ 3pm PST 
    Leads | 2017-09-22 | Danny | #89731 |

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    Brief Talk 
    Leads | 2017-09-22 | Danny | #89730 |

    Called Jennifer, she was excited to hear from me cause she really wants to talk to me but she can’t right now. She asked to schedule next monday for at least an hour cause she has a lot of questions. Wanted to assure her that we understand the dental industry primarily specialists.

    Put her on Calendly and told her i’ll send her info in meantime.


    2017-09-22 | danny.n
    sk : 9:28am (immediately after)
    2017-09-22 | danny.n
    also, she had mentioned that she will need to have SSL and HIPAA complance

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    Initial Contact 
    Leads | 2017-09-22 | Danny | #89714 |

    Called. Phone line was busy


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  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    .360temp.com

    Intro & Gallery URL:
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    Site Username (subdomain):
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    Other Products:
    Status Cake:
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    Shared Dropbox
    Custom Content
    Please submit a task to create content.
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  • FTP / Logins
    Website Location:
    Godaddy / 360 Sites
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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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  • MILESTONES
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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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  • 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

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    Facebook
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  • Blog Schedule
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    Notes

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    Need topics? See a list of topics here.

    Initial Blog DQ
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    File URL: Decline to Use (note reason why):
    Cancelled

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    Previous Concepts:
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  • Username: Password:
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    Reviewed:
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    CSR: Pagely Ticket Created:
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    Active/Completed:
    Cancelled


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  • Email
    HIPAA
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    Cancelled

    Inboxes Created:
  • BRC - Reputation Management
    Pending
    Active
    Placed on Site
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  • 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
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    KEYWORDS

  • ORDERED/PAID
    Template



    Website


    Mobile
    Fluid Responsive


    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


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    360 Plan



    Estimates | 2017-09-26 | Danny | Phone Conference – With Michelle Sent

    Gold


    Initial: 2 Payments of $2,499
    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

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Mobile Compatible

    Fully Functional on All Smartphones

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

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
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    COMMENTS:

    2017-10-20 | danny.n
    called to touch base. LM for Michelle. Sent f/u.
    Leads | 2017-09-25 | Danny | Rescheduled Call – 9/26 – Tues @ 10am PS


    Initial: Payments of
    Monthly:


    x

    Regular Price:

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    Regular Price:

    Initial: Payments of
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    COMMENTS:

    2017-09-26 | danny.n
    called per our scheduled time. LM. Called her again, still went to vm. Sent her an email letting her know i had tried calling.
    Leads | 2017-09-22 | Danny | Calendly: Monday – Sept 25 @ 3pm PST


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-09-22 | Danny | Brief Talk


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    x

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    COMMENTS:

    2017-09-22 | danny.n
    sk : 9:28am (immediately after)
    2017-09-22 | danny.n
    also, she had mentioned that she will need to have SSL and HIPAA complance
    Leads | 2017-09-22 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: