Smiles on the Hudson

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    Conversation w/ Dr. Roytberg 
    Notes | 2018-01-31 | Desirae.G | #117254 |

    Called the office at Battery Park Dental Group. Spoke with Indira. She advised that Dr. Roytberg was out of the office and Anna was with patients. Told her I had been trying to reach someone regarding the website & account and she asked if there was anything she could help with. She said I would be able to speak with another doctor, Dr. Fabricant, about everything but he was also busy. She asked if I had emailed their office (bpdg2012@gmail.com) in which I said yes. She advised sending another email just in case, which I did after the call. Indira also advised to call back in a few hours to see if Dr. Fabricant was available.

    I called Dr. Roytberg’s cell and he FINALLY picked up! He said he needed a couple weeks to get back to me on these projects and asked where Danny was. I informed that he needed to take a leave of absence but is back working externally. He proceeded to ask questions if Danny was okay and if the kids were okay. I told him everything is fine. He said he will get back to me in a few weeks.


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    Email 
    Notes | 2018-01-18 | Desirae.G | #116237 |

    to both of Dr. Roytberg’s emails and Anna’s email:

    Hello Dr. Roytberg,

    Happy New Year! I’m following up to get things going with the new websites for Battery Park Dental Group and Smiles on the Hudson. I know that Anna is no longer working on the new sites, but I wanted to know who I should be in contact with moving forward. I’m hoping to get them both up soon!

    Please let me know the best day/time to discuss the websites and your account.

    Thank you.


    2018-01-30 | desirae.g
    Called the office and spoke with Marg. She advised to call back tomorrow after 10am ET.
    2018-01-29 | alec.j
    Desirae, Please call Dr. Roytberg and f/u

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    Follow Up 
    Notes | 2018-01-18 | Desirae.G | #116226 |

    Called Dr. Roytberg’s cell and LM – called the office and spoke with Anna (who apparently is no longer working on the website) and left a message with her saying that there is an urgent notice on his account; she advised to email and I said we had been trying to reach him for weeks.

    Sent email to all addresses on file and tracked.


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    Website Followup 
    Notes | 2017-10-31 | Belinda | #100571 |

    Called Dr Roytberg, he knows he’s been dodging us, but wants to setup lunchtime call NYC time Thursday Nov 2nd.


    2017-11-14 | belinda.t
    Text messaged.
    2017-11-14 | belinda.t
    LM on cell.
    2017-11-02 | desirae.g
    Called Dr. Roytberg, per request, and LM.

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    Follow Up to Dr. Roytberg 
    Notes | 2017-10-17 | Desirae.G | #96459 |

    Hello Dr. Roytberg,

    I hope you are having a great day so far! Anna had informed me that she is no longer working on this project, and I wanted to see who would be the best person to contact regarding the design drafts for Battery Park Dental Group and Smiles on the Hudson.

    I have also attached the 2 designs below and would love your feedback! Let me know the best available day/time to schedule a call to discuss.


    2017-10-20 | desirae.g
    Dr. Roytberg scheduled a call for today then canceled. Emailed him to reschedule.
    2017-10-17 | desirae.g
    tracked email

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    Anna’s Email 
    Notes | 2017-10-17 | Desirae.G | #96441 |

    “Desirae – I am not working on this project anymore. Please email directly to the owners.”


    2017-10-17 | desirae.g
    FYI Danny

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    Schedule a Phone Interview closed
    Task: Website | 2017-10-04 | Danny | #93221 |

    Desirae, please coordinate to do the interview based on the ocmments below. I had advised Dr. Roytberg before but he wanted this. This is typical of them where he says 1 thing without letting her know. They don’t really communicate. Haha. very nice though.

    I’ve replied back to them and bcc’d you.

    “Danny – this is not what we had in mind. Please call Simon.

    Regards,

    Anna Rozenblat, CPA
    201-328-7059”

    “Danny,

    Please take bpdg2012@gmail.com address off that list. They are not participating in the design stage.

    1.On the front we need to put a picture of Battery Park City, downtown, freedom tower rather than Midtown
    2. Dr Roytberg is not the only provider, its a group practice with all specialists on staff. Therefore, his picture should not appear as the only one under “meet our doctors”

    Regards,

    Anna Rozenblat, CPA
    201-328-7059


    2017-10-20 | desirae.g
    Update - Anna is no longer working on this project. Dr. Roytberg scheduled a call for today but just canceled. Emailing him to reschedule and closing this task.
    2017-10-13 | desirae.g
    Emailed to follow up with Anna to schedule a call.

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    Draft Submitted 
    Concepts | 2017-10-03 | Desirae.G | #92653 |

    Hello Dr. Roytberg and Anna,

    Happy Tuesday! I have created a new design draft for your practice, Smiles on the Hudson. 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. The new location and contact info can always be added in later on as well.

    Looking forward to your feedback!


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    New Design closed
    Task: Website | 2017-09-27 | Desirae.G | #91103 |

    Please create a new design based on the PSD in the Dropbox link below:

    https://www.dropbox.com/sh/0zgxjr96b6phr26/AACexwsB-BrwYPTuCi1f07lXa?dl=0

    -replace all information with the new information
    Practice Name: Smiles on the Hudson
    Doctor Name: Dr. Simon Roytberg
    Specialty: Dentistry
    Address: (none yet, please put “coming soon”)
    Phone: (none yet, please put “coming soon”)

    -replace all photos
    -keep the same colors
    -no logo; please create a placeholder


    2017-10-03 | desirae.g
    Emailed feedback for revisions.

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    Email: Design Introduction 
    Design | 2017-09-25 | Desirae.G | #90268 |

    Hello Simon and Anna,

    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 Danny today to discuss your account and review the notes you initially had.

    I will be sending you a design draft within the next week. Then we can schedule a time to discuss any feedback and/or changes.

    I look forward to working on this design with you!

    Desirae
    desirae.g@optimized360.com


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    Create Temp Site closed
    Task: Website | 2017-09-25 | Desirae.G | #90269 |

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


    2017-09-25 | desirae.g
    Tempsite created under: simonroytberg3
    Will add FTP credentials. No existing website to copy content from. Closing.

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    Domain Confirmation to Register client
    Task: Technical | 2017-09-25 | Danny | #90218 |

    Can you please confirm with Anna the domain name which is available to register:

    www.SmilesOnTheHudson.com


    2018-01-24 | desirae.g
    Having a hard time reaching Dr. Will FU about domain.

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    Website Design (New Design Project) closed
    Task: New Project | 2017-09-22 | Danny | #89945 |

    – New office opening towards end of Nov/Dec

    – Desirae, no need to send intro email. Please talk to me regarding this project. We will basically just create a concept and send to them. This is Simon, the client i was talking to you about at lunch. Very cool guy.

    – his wife Anna will be mostly involved and has a stronger personality but very nice as well.

    – we’re also going to be doing a makeover for an old website we did for them which we are still managing. Will setup a task for that too which I will discuss with you as well. Will do a draft to send at the same time.

    lmk when you’re free to talk about this and the other cp: 2015-cp?id=100258


    2017-10-03 | desirae.g
    Will also confirm domain name.
    2017-10-03 | desirae.g
    Submitting first design to client today. Closing this task.

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    Website Design (New Order) submitted
    Task: Accounting | 2017-09-22 | Danny | #89943 |

    Website: $4,000 + $79/m

    * need to confirm which cc to use. Anna is specific with cc per location.


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    Opening end of NOV/DEC 2017 
    Notes | 2017-09-22 | Danny | #89940 |

    Group Practice. Multi-Specialty including Pediatric

    address and phone # not available yet.


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