Onboarding Notes
Attendees: IZ, WZ, VJ, CZ in the beginning, Dr. Tushar, Michael
Part 1: Website "Vision"
- They think the current one "looks dated". They just want what works the "best". No personal preference.
-Whitney asked for "all the before and after they can"
-Family Dentistry images: their typical age range is mid-30s to 40 year old, they do treat kids but it's their parents that are looking at the site.
-70% of clients are below 18 FYI
-they like the color of the logo, and can incorporate it into website but don't make it a focal point
-they've seen the art of dental wellness site
-Badges: the previous treating dentist isn't there anymore. They've had a new one since March. Dr. Perry is the new doctor.
ADA association
Orthodontics association badge (on current site)
Invisalign Diamond Top 1% in the country. 2022
-rebranded to harbor a few months ago. They don't want to lose the Egan Orthodontics patients though.
-Permission to use any content (written or images) on site. We can NOT use blogs. Its plagiarized anyway so don't include.
Part 2: ASSETS
Micro-Site/Website URL: harborfamilyortho.com <--full website design
Services:
-Invisalign
-Braces/Orthodontics
Key Notes:
Part 1: Website "Vision"
- They think the current one "looks dated". They just want what works the "best". No personal preference.
-Whitney asked for "all the before and after they can"
-Family Dentistry images: their typical age range is mid-30s to 40 year old, they do treat kids but it's their parents that are looking at the site.
-70% of clients are below 18 FYI
-they like the color of the logo, and can incorporate it into website but don't make it a focal point
-they've seen the art of dental wellness site
-Badges: the previous treating dentist isn't there anymore. They've had a new one since March. Dr. Perry is the new doctor.
ADA association
Orthodontics association badge (on current site)
Invisalign Diamond Top 1% in the country. 2022
-rebranded to harbor a few months ago. They don't want to lose the Egan Orthodontics patients though.
-Permission to use any content (written or images) on site. We can NOT use blogs. Its plagiarized anyway so don't include.
Part 2: ASSETS
Micro-Site/Website URL: harborfamilyortho.com <--full website design
Services:
-Invisalign
-Braces/Orthodontics
Key Notes:
- go daddy: domain managed through google workspace. Have
Isaac
- hosting with a marketing firm, we are buying WPENGINE for them. VJ got the info from the call.
- Google Ads: they say there was never an ad account. Said the previous marketer had " bad stats" so they didn't move forward with ads with them.
- Whitney started a smart campaign for them. $3 a day. Client confirmed that is the correct card on file. Also, added Ivonne's and Shane's
- Only email to use for everything is admin@harborfamilyortho.com
- Michael John, Acct # 18046996, we got access. Whitney helped them set their timezone and update their payment method. WZ added the team for access.
Ad Campaign Notes:
Invisalign-ORIGINAL Content
Budget: 2k a month
Google Ads
Special: $250 new client special
Disclaimer: *new patients only. Discount off the purchase of a complete Invisalign orthodontics plan. Can not be combined with any other offers.
Targeting:5-10 miles, zip codes: 11713, 11772
Notes: In-Office Payment Plans at 0% Interest
Braces/Orthodontics-ORIGINAL Content
Budget: 2k a month
Google Ads
Special: $250 new client special
Disclaimer: *new patients only. Discount off the purchase of a complete orthodontics plan. Can not be combined with any other offers.
Targeting: 5-10 miles, zip codes: 11713, 11772
Notes: In-Office Payment Plans at 0% Interest
Info Gathered:
Website URL: harborfamilyortho.com <--full website design
Micro-Site URL: n/a
Domaine Registrar: domain managed through google workspace. Have
Isaac
Hosting: hosting with a marketing firm, we are buying WPENGINE for them. VJ got the info from the call.
Google Adwords ID: 545-236-1915, new acct
Website URL: harborfamilyortho.com <--full website design
Micro-Site URL: n/a
Domaine Registrar: domain managed through google workspace. Have
Isaac
Hosting: hosting with a marketing firm, we are buying WPENGINE for them. VJ got the info from the call.
Google Adwords ID: 545-236-1915, new acct
Google Analytics: new website. We will need a new one.
Google My Business: we have access under support@
Facebook Page - ID: @HarborFamilyOrthodontics. we got access to page
FB Ad Acct: Michael John, Acct # 18046996, we got access
Main Phone Number: 631-289-3990
Contact 1: Jen Iacovetti (the Drs wife) jen@harborfamilyortho.com, she's not front dress but a patient coordinator.
Office Location: Long Island NY- specifically East Patchogue, NY
Financing: In-Office Payment plans, 0% interest
Following Treatments Free Consults: Yes, Invisalign, Orthodontics
Awards & Recognitions for Campaign Pages: Dr. Iacovetti- ADA association, Orthodontics Association badge (on current site)
Invisalign Diamond Top 1% in the country. 2022
5-stars on Google Reviews
Lead notifications: info@harborfamilyortho.com, jen@harborfamilyortho.com
Website desired Aesthetic: see notes above
Google My Business: we have access under support@
Facebook Page - ID: @HarborFamilyOrthodontics. we got access to page
FB Ad Acct: Michael John, Acct # 18046996, we got access
Main Phone Number: 631-289-3990
Contact 1: Jen Iacovetti (the Drs wife) jen@harborfamilyortho.com, she's not front dress but a patient coordinator.
Office Location: Long Island NY- specifically East Patchogue, NY
Financing: In-Office Payment plans, 0% interest
Following Treatments Free Consults: Yes, Invisalign, Orthodontics
Awards & Recognitions for Campaign Pages: Dr. Iacovetti- ADA association, Orthodontics Association badge (on current site)
Invisalign Diamond Top 1% in the country. 2022
5-stars on Google Reviews
Lead notifications: info@harborfamilyortho.com, jen@harborfamilyortho.com
Website desired Aesthetic: see notes above
Comments & Events
Vania J
Hector
Hector Mota,
Operations Manager
Thanks for letting me know Vania. I will assign task to myself now.