Basecamp Export

Account Management

❏ 6/9/16 Brad & Rachel's Call 1
❏ Payment To-Date 1

✔ 8/11/16 Sent website files 1 Rachel S.
✔ 8/10/16 Penny asked for edits to folder inserts 2 Rachel S.
✔ 8/2/16 Received Penny's edits. No CV for Sharon or new nurse...They can add that. Rachel S.
✔ 7/25 need high res photos for website if they want them. Rachel S.
✔ 7/25/16 Need CV for new Nurse Practitioner Rachel S.
✔ 7/18/16 Emailed Penny for any new patient docs Rachel S.
✔ Last minute edits 7/27-7/28 Rachel S.
✔ Eddie to finish all proofing edits by 7/26 Rachel S.
✔ Greg to review proofing edits 7/22 & 7/25 Rachel S.
✔ Dev to Lynda for proofing 7/18-7/21 Rachel S.
✔ 6/29/16 for testimonials 1 Rachel S.
✔ 6/17/16 Took down lading page http://healthcaresiteaudit.com/blockcentermd/ 1 Rachel S.
✔ 6/16/16 Options for Photos on Website 1 Rachel S.
✔ 5/27/16 Penny wants to cancel training Rachel S.
✔ 5/2/16 Form Fills 1 Rachel S.
✔ MAIN PHONE LINE 847-492-3040 Rachel S.
✔ 7/25/16 Need CV for Sharon Rachel S. Aug 03, 2016
✔ 6/22/16 Update Bro and homepage per Penny's edits and send rationale Rachel S. Jun 30, 2016
✔ 6/22/16 Sent Inserts to Block 2 Rachel S. Jun 29, 2016
✔ 6/16/16 Sent homepage link and brochure 1 Rachel S. Jun 23, 2016
✔ 7/22/16 Sent Block Dev Site to Client ONE week early Rachel S. Jul 29, 2016
✔ 7/26/16 Sent Indesign file links 1 Rachel S.
✔ 7/22/16 Penny had questions so set up call 1 Rachel S.
✔ 5/2/16 Sent microsite to proofing Rachel S.
✔ 6/1/16 Trying to schedule a meeting of the minds call. Rachel S.
✔ 7/8/16 Scott to finish homepage comp today and send to Eddie Rachel S. Jul 08, 2016
✔ 7/8/16 Eddie to start buildout of site Rachel S.
✔ Greg to finish copy 7/12 Rachel S.
✔ Eddie to have Dev Site ready 7/15 (7/18) Rachel S.
✔ 7/8/16 Send printer ready stepped insert files 1 Rachel S. Jul 11, 2016
✔ 6/2/16 Bro Proofed 1 Rachel S.
✔ 5/3/16 NEED PATIENT APPROVAL FOR LANDING PAGE QUOTES 2 Rachel S. Jun 14, 2016
✔ 5/3/16 Requested status of payment again 1 Rachel S.
✔ 5/3/16 Penny approved folder insert topics Rachel S.
✔ 5/2/16 Landing Page Tracking Number (847) 379-5962
✔ Received Online Intake Form Rachel S.
✔ Received Current Office, Staff & Provider Photos Rachel S.
✔ Received Contact Info for Patient Interviews (Truths) 1 Rachel S.
✔ Received Brand Rationale Rachel S.
✔ 12/14/15 Kathy's To-Dos for Media 1 Rachel S.
✔ 12/21/15 Sent Email Asking for Items 1 Rachel S.
✔ 1/5/16 Sent another email asking for items 1 Rachel S.
✔ 2/9/16 Ask where are with CV and Practioner Bio Rachel S.
✔ Account person to get written approval from client for all sold projects Rachel S.
✔ Account person to send Niki written approval for all sold projects Rachel S.
✔ 2/11/16 Need to get Google+ Verification. Can do on the phone Rachel S.
✔ 2/18/16 Need listings info Blocks Rachel S.
✔ 2/18/16 LM with Joanne for scheduling (847) 492-3040 Rachel S.
✔ 2/29/16 Wants media, PR, etc. Rachel S.
✔ 3/18/16 Received Training Discovery Doc 5 Rachel S. Jun 08, 2016
✔ 3/18/16 Need practitioner profiles/cvs Rachel S.
✔ 4/4/16 Reschedule training... Rachel S.
✔ 4.27.16 Email to brad about payment 1 Rachel S.
✔ Request samples of printed pieces from clients Rachel S.
✔ 4/21/16 Stevo to build out the landing page - will need to tell them in an email that an attorney will need to review 1 Rachel S.
✔ 4/21/16 Brad withholding payment-sent second email to Penny Rachel S.
✔ 4/20/16 BlockCenterMd.com for Landing Page URL Rachel S.
✔ 4/20/16 APRIL 27TH MEETING AGENDA 1 Rachel S.
✔ 4/13/16 Status of Remaining March Payment 1 Rachel S.
✔ 4/13/16 Email accounting about 9k (3mo test) Rachel S.
✔ 4/13/16 Talk with Penny about landing page and ppc budget 1 Rachel S.
✔ 4/6/16 Change login for website from healthcare success to block 1 Rachel S.
✔ 4/7/16 Review Inserts with them Rachel S.
✔ 6/17/16 Penny wants a pdf of the homepage comp Rachel S.
✔ 6/21 Send Proofed Inserts to Penny Rachel S. Jun 23, 2016
✔ 6/20/16 Stepped Inserts with proofing Rachel S. Jun 23, 2016
✔ 4/6/16 May Blog Topic 3 Rachel S. May 16, 2016
✔ 5/23/16 May Blog posted to social and to site? Rachel S. May 23, 2016
✔ 5/23/16 Make edits to May blog. v4 Rachel S.
✔ 5/4/16 Received May Blog Topic 1 Rachel S.
✔ 5/13/15 Send link to landing page and the status sheet 1 Rachel S.
✔ 5/17/16 Penny wants to add her name to blog? 1 Rachel S.
✔ 5/17/16 Penny wants a call 1 Rachel S.
✔ 5/18/16 Change Susan Castle Quote Rachel S.
✔ 4/27/16 Follow Up Items Needed 2 Rachel S. May 02, 2016
✔ 4/19/16 Landing Page tracking number 1 Rachel S.
✔ 4/20/16 Email Address to send all form inquiries to on the landing page 2 Rachel S. Apr 26, 2016
✔ 4/15 Sent May Social Calendar 1 Rachel S. Apr 26, 2016
✔ 2/26/16 Need to discuss the sitemap with greg Rachel S. Apr 20, 2016
✔ 2/26/16 Need to discuss a PPC/Landing page campaign since they are struggling 2 Rachel S. Apr 13, 2016
✔ 4/13/16 Staff Webinar Today Rachel S. Apr 13, 2016
✔ 4/6/16 Sent April blog to them 4 Rachel S. Apr 14, 2016
✔ 4/11/16 Sent updated logos v8 1 Rachel S. Apr 15, 2016
✔ 4/12/16 Decided on logo #2 1 Rachel S.
✔ 4/5/16 Sent April blog to proofing Rachel S.
✔ 4/1/16 Sent logos v7 1 Rachel S.
✔ 4/1/16 MEETING 1 Rachel S.
✔ 3/30/16 Change the tagline 1 Rachel S.
✔ 3/18/16 Training Scheduled for April 6 & 7 Rachel S.
✔ 3/18/16 approved tagline: Innovating Care & beating the odds for over 30 years Rachel S.
✔ 3/10/16 Sent training discovery form 1 Rachel S.
✔ 3/10 Training on April 6th and 7th Rachel S.
✔ 3/10/16 Tried to schedule time to ask the Block's about tagline and logo 1 Rachel S.
✔ 3/8/16 Sent over refreshed logos per our call and Keith says we did't hit the mark 1 Rachel S.
✔ 3/7/16 Next Blog Posting To-Do 1 Mar 21, 2016
✔ 3/4/16 Penny apologized about the blog situation. She will try and write the blog on stress and cancer and post. Rachel S.
✔ 3/4/16 Need Keith's tagline suggestions Rachel S.
✔ 3/4/16 March 4th MEETING AGENDA 1 Rachel S.
✔ 3/2/16 March 2nd Call with Penny, Keith & Kathy 1 Rachel S.
✔ 3/2/16 Sent updated taglines and logos 1 Rachel S.
✔ 3/1/16 Sent Keith the Facebook inquiry about South Africa 1 Rachel S.
✔ 3/1/16 March is colon awareness month-blog (need precise percentages of improvement) Rachel S.
✔ 12/14/15 Niki sent introductory email and items needed Dec 14, 2015
✔ 1/11/16 Need to Schedule Training with Lori Rachel S.
✔ 2/10/16 Asked Penny to take a look at the last 3 messages on FB Rachel S.
✔ 2/11/16 Social Calendars Proofed Rachel S.
✔ 2/26/16 Need to write the first 3 blogs 1 Rachel S.
✔ 2/18/16 Emailed Penny again asking if the social calendars are approved 1 Rachel S.
✔ 2/17/16 Blog Topics Approved Rachel S.
✔ 2/17/16 Feb/March Social Approved Rachel S.
✔ 2/17/16 Sent Penny the Feb, March posts and the Blog Calendar Rachel S.
✔ 2/17/16 Testimonials, CVs, Bios, Blog Topic Calendar Approved. Rachel S.
✔ 2/17/16 Brand Rationale to proofing Rachel S.
✔ 2/11/16 Calendars approved? Rachel S.
✔ 2/11/16 Sent Calendars to Block Rachel S.
✔ 2/11/16 Proofing Edits Made
✔ 2/11/16 Proofing Edits Sent to Leslie Rachel S.
✔ 3/29/16 Sent updated logos 1 Rachel S. Apr 01, 2016
✔ 3/26/16 Meeting on April 1st Rachel S. Mar 31, 2016
✔ 3/21/16 Sent updated logos v5 1 Rachel S. Mar 23, 2016
✔ 3/17/16 Need a blog topic for April. Sent another email to Charlotte and Penny 1 Rachel S. Mar 23, 2016
✔ 3//18/16 MEETING AGENDA 3 Rachel S. Mar 18, 2016
✔ Received Practitioner Profiles 1 Rachel S. Mar 29, 2016
✔ 3/14/16 Sent April social calendar for approval and asked again for the April blog topic 2 Rachel S. Mar 22, 2016
✔ Received CVs for Practitioners 1 Rachel S.
✔ 3/18/16 send updated logos vs. 3/18 Rachel S.
✔ 3/21/16 Received Letter of Consent 1 Rachel S. Mar 21, 2016
✔ 3/4/16 Need to email JoAnne about Lori's training dates. 1 Rachel S. Mar 04, 2016
✔ 3/1/16 Trying to schedule meeting Penny Rachel S. Mar 02, 2016
✔ 2/26/16 FEBRUARY 25TH RECAP EMAIL 1 Rachel S. Feb 26, 2016
✔ 2/26/16 Need to update their current logo-they hate the blue Rachel S. Mar 02, 2016
✔ 2/26/16 Need to move forward with social Rachel S. Feb 29, 2016
✔ 2/25/16 Need to update the taglines with some pizazz Rachel S. Mar 02, 2016
✔ 2/25/16 MEETING AGENDA 1 Rachel S. Feb 25, 2016
✔ 2/16/16 March calendar (social) proofing edits made. Review and then schedule call for brand rationale. Rachel S. Feb 17, 2016
✔ 2/8/16 Follow Up to Call with Ben 1 Rachel S. Feb 16, 2016
✔ Items Needed from Client to Move Forward 3 Rachel S. Feb 26, 2016
✔ 3/2/16 Internal Meeting 1 Rachel S. Mar 07, 2016
✔ 3/4/16 Need Simona to refresh logo per call Rachel S. Mar 07, 2016
✔ 3/2/16 Michelle to do colon blog 1 Rachel S.
✔ 3/4/16 ReCap Email 1 Rachel S. Mar 04, 2016
✔ 3/4/16 April 6th seminar can hold 70 people Rachel S.
✔ 3/4/16 $1000 for e-news (per stewart) Rachel S.
✔ 3/4/16 Reviewed Greg's directions. Send to Greg and then the client. Rachel S.
✔ 3/4/16 Edits to Gala flyer Rachel S. Mar 07, 2016
✔ 3/4/16 Send Rahway flyer to greg Rachel S.
✔ 3/3/16 Sent March blog for approval 2 Rachel S. Mar 04, 2016
✔ 3/1/16 More testimonial patients names received Rachel S.
✔ 2/9/16 Need 6 mo blog topic cal 1 Rachel S. Feb 16, 2016
✔ 2/11/16 Sent February & March Social Calendars to Proofing Rachel S. Feb 11, 2016
✔ 2/25/16 Greg scheduled another patient testimonial. Rachel S.
✔ 2/9/16 need social calendar for march Rachel S. Feb 26, 2016
✔ 2/18/16 Call JoAnne to schedule appt. Emailed on 2/17 Rachel S. Feb 19, 2016
✔ Received Logo in EPS Rachel S.
✔ 1/13/16 Received logo but not in right format 3 Rachel S. Feb 08, 2016
✔ 2/9/16 Received Logo and Twitter and Blog Info. 1 Rachel S.
✔ 2/2/16 Trying to Schedule Admin for Web Meeting Ben Block & Stevo on 2/8 at 2pm PST 3 Rachel S. Feb 08, 2016
✔ 2/2/16 Send Michelle the link to their blog page Rachel S. Feb 02, 2016
✔ 1/22/16 Follow Up on 2/1 with Joann to Make Sure Meeting Still On Rachel S. Feb 01, 2016
✔ 1/22/16 Scheduled tentative status call for 1/25 at 3pm PST 1 Rachel S. Feb 02, 2016
✔ 12/21/15 Scheduled & Had Creative Design Meeting Rachel S. Dec 21, 2015
✔ 12/10/15 Found some pictures on FB page and sent to internal team Rachel S. Dec 10, 2015
✔ 12/10/15 Found some testimonials on FB page Rachel S. Dec 10, 2015
✔ 12/3/15 Assign greg to brand rationale Rachel S. Dec 03, 2015
✔ 12/3/15 Internal Block Regrouping Rachel S. Dec 03, 2015