Roger Myers, DDS l Hinesville Oral Surgeon l CP 2017

NOTES
TEMPLATE
CUSTOM WEBSITE
DESIGN CHANGE
VIDEOS
SOCIAL MEDIA
BLOG
BRANDING
SECURITY
EMAIL
REPUTATION MGMT.
MARKETING
SALES

Reports | Client List | Lookbook | FAQ | Pricing

Alt. Contacts

Team
Dave Vivian Danny Ralph Justin Desirae Catherine Jan Jessica Charles Belinda

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

Profile ID: 100012
Client
Old Client
Lead

Specialty: Sub-Specialty: Package: Related: Accounting: Deals:

DOMAIN INFO

MX WHOIS IP

LATEST NOTES

Add a Note

CATEGORY: Note Sales Marketing Accounting Design Social Complaint

Add a Task

CATEGORY: Acct. Website Sales Marketing Technical Social Blog Other

Add a Ticket

CATEGORY: Website Sales Marketing Technical Social Blog Other

Start Cancellation

Website Mobile Videos SEO PPC Blog Facebook Google Plus Twitter Reputation Logo SSL Adapt Hipaa Forms

Please Call closed
Task: Accounting | 2016-10-11 | Justin | #60942 |

Doctor was wondering why his website has been offline – please call and update his CC to get it back up and set from “old client” to “client” once paid.

Thank you,

2016-12-09 | justinn
contacted multiple times - unable to reach
2016-10-24 | justinn
Called - unable to reach
2016-10-21 | justinn
LM
2016-10-18 | justinn
Emailed & called - LM
2016-10-18 | justinn
opened via sidekick
2016-10-12 | justinn
Emailed Client regarding his website account
2016-10-11 | chandra.t
The domain might not even be ours any longer.
2016-10-11 | chandra.t
The doctor has been unresponsive (see past notes), last payment was received 9/15/14 ($49 for web). They are technically 24 months past due $1176. Not sure how you want to proceed. (reactivation fee, etc)
2016-10-11 | justinn
See note above - if dr calls - please transfer to chan to update billing - if she is not here still I will take care of it

Leave a Comment:

Disable Account closed
Tickets | 2016-01-05 | Chandra | #43293 |

Please cancel account and take offline due to non-payment. I have been trying to contact the doctor through all means of communication.

2016-10-11 | desirae.g
Dr. Meyers just called and asked why his account was cancelled. I advised that I will have Justin speak with him but he was with a patient so he will call back.
2016-02-24 | chandra.t
Please cancel account.
2016-02-05 | chandra.t
Still showing, please take down.
2016-01-12 | catherine.c
account disabled. closing.

Leave a Comment:

Complimentary Analysis closed
Task: Sales | 2015-10-06 | Michael K. | #39336 |

Sent report for Mobil + Adwords
ComplimentaryAnalysis_HinesvilleOralSurgeon

2015-10-13 | michael.k
Chan called because he's also past due and needs to update CC. He's in surgery all day so she left a message about the report and needing to update CC

Leave a Comment:

FTP – Robot closed
Task: Website | 2015-06-22 | Justin | #33913 |

Can you please log onto FTP and add the following lines to the end of the robots.txt file:

User-agent: ia_archiver
Disallow: /

2015-06-29 | justin.n
Ticket has been completed. Closing ticket.
2015-06-23 | developerjitendra
Url Redirect to https://360controlpanel.com/developer-report-ticket-single

Leave a Comment:

Remove Legal Notices closed
Tasks | 2015-04-23 | Justin | #31562 |

Remove anything that says “legal notices” any links and/or pages throughout website.

Leave a Comment:

Mailed Check for Past Due
Accounting | 2014-11-12 | Justin | #24861 |

Danny received mail from “Dr. Roger Myers” along with letter but will disregard because they were not trying to cancel with us.

2014-11-12 | chandra.t
Paid past due by check for Aug and Sept web $98

Leave a Comment:

Dr. Myers Called (Get Website Live) closed
Accounting | 2014-11-05 | Justin | #24677 |

Dr. Myers called – he said there was some confusion between him & his wife – he wanted to cancel with another website & not us – he wants us to get the website up whenw e can – very nice – he likes our company

2015-01-07 | chandra.t
LM with Larissa
2014-11-06 | chandra.t
LM with Chelsea/email doctor for updated CC
2014-11-06 | yutis.s
Chan can you please get new CC info so we can restart their charges?
2014-11-05 | dawn.m
-domain lock turned on, auto renew on, domain re-activated. Let me know if you need me to do anything else!
2014-11-05 | belinda.t
Please check charges Yutis and when they are re-instated, please uncheck the "accounting stopped" under the cancellation tab.

Leave a Comment:

Please Continue Recurring Fees closed
Tasks | 2014-11-05 | Justin | #24676 |

Dr. will call or I will call for the CC info

2015-04-06 | chandra.t
Been trying to contact, please get CC or I will cancel account out.
2015-01-20 | chandra.t
LM with Kienyatta.
2015-01-20 | chandra.t
Still trying to get CC from doctor, please follow up.
2014-11-12 | yutis.s
Chan?
2014-11-12 | yutis.s
That is a Chandra question
2014-11-12 | justin.n
Why does the alert still say past due?
2014-11-11 | justin.n
Client is reactivating website back online - not cancelling anymore - it was a mistake
2014-11-11 | danny.n
what is going on with this client???? also why is the tasks in "submitted" status. Should be "received". let me know.
2014-11-06 | yutis.s
Justin please assign task to me when you have the CC

Leave a Comment:

Please Activate Website Back Online closed
Tasks | 2014-11-05 | Justin | #24675 |

2014-11-07 | belinda.t
Dawn has activated the website.

Leave a Comment:

Cancellation
Notes | 2014-09-22 | Justin | #23674 |

Christina wanted to cancel with us via Dr. Rogers request – really was no specific reason – they just wanted to – told them they do not have ownership of the website – she said she would talk to dr. rogers – she called back today & said to just cancel the website

Leave a Comment:

Please Cancel Charges closed
Tasks | 2014-09-22 | Justin | #23670 |

2014-09-22 | yutis.s
stopped charges
2014-09-22 | danny.n
Justin, please state reason.

Leave a Comment:

Please Cancel Website closed
Tasks | 2014-09-22 | Justin | #23669 |

2014-09-22 | dawn.m
-domain unlocked, taken off auto-renwew -website downlaoded -site disabled

Leave a Comment:

Please Contact closed
Tasks | 2014-09-09 | Chandra | #23409 |

Christina Meyers called and wished to cancel their services, please call back. (they’re past due)

2014-09-22 | justin.n
Could not save account
2014-09-15 | justin.n
Done
2014-09-15 | sandie.v
Please update status
2014-09-09 | justin.n
Christina called back - told her she does not have design ownership - I will give it to her at a special rate - ($500 - Reg. $1,000) - she said she will have her husband call me... for not don't do anything because the website will shut off if she cancels
2014-09-09 | justin.n
Left a message - 1st page for both Location + Specialty

Leave a Comment:

Past Due
Accounting | 2014-08-20 | Chandra | #22968 |

Email/mail past due $49

2014-09-18 | chandra.t
Mail invoice

Leave a Comment:

Content
Design | 2014-07-10 | Sandie | #21857 |

1302 Plant Avenue
Waycross, GA 31501

Telephone:
Phone: 912-285-1437

Fax: 912-408-7101

Leave a Comment:

Contact – Old
Design | 2014-07-10 | Sandie | #21849 |

Southern Georgia Oral Surgeon
statesboro-oralsurgeon-dentist.com

Leave a Comment:

New Design Project closed
Tasks | 2014-07-07 | Justin | #21721 |

Please see Design Notes for July 7th, 2014

2014-07-07 | sandie.v
Confirmed

Leave a Comment:

New Charge closed
Tasks | 2014-07-07 | Justin | #21720 |

Design Change of Branding & Domain Change: $500 One time fee

2014-07-07 | yutis.s
Charged

Leave a Comment:

Design Notes
Design | 2014-07-07 | Justin | #21718 |

Please Register: hinesvilleoralsurgeon.com

Replace Southern Georgia Oral Surgery in Statesboro to “Hinesville Oral Surgeon”

Remove Statesboro & Douglas from Flash & website entirely

Please replace Statesboro with Hinesville location for metatags & keywords on the website

Please ask Dr for Waycross Location & add to contact page

He can be reached at 912-432-0685

2014-07-10 | sandie.v
- Completed; I have updated the new contact information above as well. - emailed and called Dr. with update
2014-07-09 | sandie.v
Dr hasn't replied; moving forward with domain
2014-07-08 | sandie.v
Called Dr to confirm domain; left a message
2014-07-07 | sandie.v
gave him a F/U and said it will be done in 3 business days; asked to confirm the domain and for Waycross info

Leave a Comment:

Ordered
Sales | 2014-07-07 | Justin | #21716 |

Flash Update & Domain Name Change: $500 One time fee

Leave a Comment:
Domain Information

Client Registrar
Hosts Email
Alias Info

Registrar Info

Milestones

.360temp.com

Intro & Gallery URL:
Site Sucker & 301s:
Site Username (subdomain):
Map Domain in Pagely/WP:
Customizer:
Additional Pages:
Review:
Tutorial:
Website is Ready:

Cancelled

301:
Other Products:
Status Cake:
Live Online:
Analytics Setup:
Jetpack Stats Setup:
Analytics ID:
Google Account

Analytics by Client

Shared Dropbox

Custom Content

Please submit a task to create content.

ADDITIONAL EMAIL TO:
Hello Dr. Roger Myers, DDS, Welcome to Optimized360! My name is and I will be the designer working with you to get your new website up. To ensure that we have the proper information on your new website, please fill out our simple questionnaire below. Preliminary Questionnaire: https://form.jotform.com/62934768594171 We'd like for patients to utilize your website as soon as possible, therefore we've provided an efficient process: The website will be created with a simple design and your provided information. In about a week, you should receive an email with the initial content we have put together. At that time, we'll discuss design customizations available. If you have any questions, please call 1-800-997-9368 or simply reply to this email. I'm excited to work with you! 

ADDITIONAL EMAIL TO:
Hello Dr. Roger Myers, DDS, Congratulations! Your website is ready for your review. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://.360temp.com WEBSITE WALK-THROUGH When is the best time to go over the options or questions you might have? I'll be glad to provide a walk-through to editing the site. If you would like to make changes to the website in the future, please feel free to email us at support@optimized360.com. We welcome any questions regarding the website's editor. Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. Roger Myers, DDS, Congratulations! Your website is live and accessible to the public. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://hinesvilleoralsurgeon.com If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Thank you!
FTP / Logins

Website Location:
Godaddy / 360 Sites
Subdomain

FTP USER

FTP PW

Shared Dropbox

Domain Information

Exclusivity
Ownership
Client Registrar
Hosts Email
Website Hacked
Hacked on:
Resolved?

Alias Info
Registrar Login

Milestones

Introduction:
Questionnaire: 2000-01-01
Site Download/Site Sucker:
Temporary Site: 2000-01-01
Concept:
Approved: 2000-01-01
Add to Upwork
Add Developer to Temp Site
Review:
Design # and Download:
Image Optim:
Website is Ready: checked
Cancelled

Sitemap, Submissions, 301: 2000-01-01
Update Other Products:
Status Cake: 2000-03-20
Live Online:
Analytics Setup: 2000-01-01
Analytics Report or Jetpack Setup: 2000-01-01
Analytics ID:
Google Account
optizign1 Google Email statesborooralsurgeon@gmail.com Pass Myers7500
Analytics by Client

Custom Content

Ordered Topics: (please submit a separate ticket)

ADDITIONAL EMAIL TO:
Hello Dr. Roger Myers, DDS, Welcome to Optimized360! My name is 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??Designer=&cpId=100012 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. I look forward to working on this design with you. 

Additional Recipients:

Hello Dr. Roger Myers, DDS, Based off of our discussion I have compiled a design draft for your review. 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. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. Roger Myers, DDS, Your design has been approved! Approved concept URL: If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you'd like to mention onto the site. You'll get more opportunities to review the site and make additional changes as well. 
Task for Developers:
URL: fae22421296449.360sites.net Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed. Include hover effects in appropriate areas and link all buttons/links to related pages. Below are specific instructions: - add hover effects using DIVI - run all images through http://optimizilla.com/ - make sure EVERYTHING is linked - check mobile & tablet - all buttons should have a hover effect 

Add new milestone to Upwork.com Add new milestone to Upwork.com
Add Developer to Temp Site: 360developers 360developers103259

ADDITIONAL EMAIL TO:
Hello Dr. Roger Myers, DDS, Your website is ready for your review and to further customize. This is the initial time that you will see the website, therefore you will have many questions and comments! We encourage you to schedule a call to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have. Temporary URL: http://fae.226.360sites.net If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Schedule a Call: https://calendly.com/optimized360/calls Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. Roger Myers, DDS, Congratulations! Your website is live and accessible to the public. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://hinesvilleoralsurgeon.com If you would like to make changes to the website in the future, you may always log in by going to the bottom of your website and clicking "Login." We welcome any questions regarding the website editor. Thank you!
MILESTONES

Website Backup:
Introduction:
Questionnaire:
Concept:
Approved:
Developed:
Sitemap, Submissions, 301:
Check Other Products:
Analytics Applied:
Review:
DC is Ready:
DC is Live:
Cancelled

Previous Design #

Previous Site Removed:
Previous Location:
Previous Subdomain:
Godaddy / 360 Sites / 360 Temp

Previous FTP USER

Previous FTP PW

ADDITIONAL EMAIL TO:
Hello Dr. Roger Myers, DDS, My name is 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.com/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/360-charlesb https://calendly.com/360-jessicac https://calendly.com/360-jans https://calendly.com/360-desiraeg https://calendly.com/optimized360 I look forward to working on this design with you. 

Additional Recipients:
Attach File(s):
Hello Dr. Roger Myers, DDS, Based off of our discussion I have compiled a design draft for your review. 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. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. Roger Myers, DDS, Your design has been approved! Approved concept URL: If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you'd like to mention onto the site. You'll get more opportunities to review the site and make additional changes as well. 

Task for Developers:

URL: fae22421296449.360sites.net Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed. Include hover effects in appropriate areas and link all buttons/links to related pages. Below are specific instructions: Add new milestone to Upwork.com Add new milestone to Upwork.com
Add Developer to Temp Site: 360developers 360developers103259

ADDITIONAL EMAIL TO:
Hello Dr. Roger Myers, DDS, Your website is ready for your review and to further customize. This is the initial time that you will see the website, therefore you will have many questions and comments! We encourage you to <a href="https://calendly.com/optimized360/">schedule a call</a> to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have. Temporary URL: http://fae.226.360sites.net If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. Roger Myers, DDS, Congratulations! Your website is live and accessible to the public. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://hinesvilleoralsurgeon.com If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor.
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

ADDITIONAL EMAIL TO:

Hello Dr. Roger Myers, DDS, While we work on your website, we'd also like to start your Social Media accounts as soon as possible. If you have Facebook, Twitter or Google Plus profiles created, please send login credentials so that we may update what's necessary. Thank you, and we look forward to working with you. 

ADDITIONAL EMAIL TO:

Hello Dr. Roger Myers, DDS, Your social media accounts have been created and added to your website. Below are instructions per Social Media profile, please complete and confirm accounts. FACEBOOK URL: Please log onto your personal account and hit the "like" button on your Facebook Profile. Once you have done so, please send us the email address for your account. We will then add you as a manager of the profile. Once added, you will get a notification in your Facebook account to accept the invitation. You will be able to make posts, upload pictures and do as you please just like a personal profile. GOOGLE PLUS URL: Google will send a postcard to your office with a PIN number. Please send that to us for verification. TWITTER URL: Username: Password: Email: southerngeorgiaoms@gmail.com Please log onto http://www.twitter.com and confirm the account. If the account is not confirmed, the might be marked spam in the future. We'll be glad to walk you through this process, please give us a call at 1-800-997-9368. Thank you and let us know if you have any questions! 
Facebook
Google
Twitter
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

Google Plus
Account Access:

PIN:
F/U:
URL:
Active
Cancelled

Twitter
Twitter

Active
Cancelled
Logo Milestones

Intro:
Concept:
Approval:
Sent Files:
File URL: Decline to Use (note reason why):
Cancelled

ADDITIONAL EMAIL TO:

Hello Dr. Roger Myers, DDS, While we work on your website, I would like to get a few notes regarding the logo design for your practice. Please take a few minutes to fill out our design questionnaire below. This should give me a better idea of the of personal elements that you're looking for. URL: https://form.jotform.com/70956298309166 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/360-charlesb https://calendly.com/360-jessicac https://calendly.com/360-jans https://calendly.com/360-desiraeg https://calendly.com/optimized360 Process 1. You will receive an initial five concepts to start with. We can mix and match designs! At this point, try to focus on shapes and fonts rather than color. 2. Revisions: You will get approximately to 5 rounds of revisions. Let us know what suites you and what does not, don't worry, we'll try our best to get them as close as possible! 3. Approval: After the logo is approved, we'll send you a set of files that can be used with any print shop or graphic designer. We'll also add it to the website. If you have any questions, please feel free to let me know. 

Additional Recipients:

Hello Dr. Roger Myers, DDS, Based off of our discussion I have compiled a few concepts for your initial logo design. Please pay attention to the different styles, fonts and symbols that are on the submission. Let me know what your thoughts are on each or if you'd like bits and pieces of each concept. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. Roger Myers, DDS, Your logo has been approved! Here are your finalized files: Please feel free to let us know if you have any questions regarding the files and/or have trouble viewing them. Thank you. Instructions to Place on Website (ticket) Replace the logo on current website. Here are the files:
Username: Password:

Reviewed:
Placed on Website:
Cancelled

Send Email Confirmation

ADDITIONAL EMAIL TO:
Hello Dr. Roger Myers, DDS, We've converted the forms on your website as previously discussed. You will no longer receive the submission through email, but will be notified to log in to view submissions. You can log onto: URL: https://jotform.com Username: Password: Please let us know if you have any questions regarding the forms, we'll be happy to help. Feel free to call 1-800-997-9368 or email support@optimized360.com. Optimized360 Support

Reviewed:
Active:
Cancelled

Send Email Confirmation

ADDITIONAL EMAIL TO:
Hello Dr. Roger Myers, DDS, Congratulations! ADApt is now installed onto your website. When patients visit your site, they will be able to click on the 'accessible' icon bar at the bottom of the screen to convert the site. Please let us know if you have any questions regarding ADApt and site accessibility. Optimized360 Support

CSR: Pagely Ticket Created:

Domain Mapping: DB Search & Replace:
Active/Completed:
Cancelled

Send Email Confirmation
ADDITIONAL EMAIL TO:
Hello Dr. Roger Myers, DDS, We have successfully installed SSL Security Certificate on your website. You will see the domain convert from http: to https: when visiting your website. Please let us know if you have any questions regarding this. Thank you! Optimized360 Support
Email

HIPAA
Regular Email

Active
Cancelled

Inboxes Created:
BRC - Reputation Management

Pending
Active
Placed on Site
Cancelled
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
Paused
Cancelled

KEYWORDS
ORDERED/PAID

Template

Website
2000-01-01

Mobile
Fluid Responsive

Videos

Marketing

Reputation

Facebook

Google Plus

Blog

SEO

Logo

SPK

DC

Email
2000-01-01

HIPAA Form

SSL Security

ADApt

Others

360 Plan

Hinesville Oral Surgeon

Alt. Contacts

Team

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

DOMAIN INFO

LATEST NOTES

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Task for Developers:

Task for Developers:

Notes

After submitting the form, copy + paste the EDIT SUBMISSION URL on the thank you page here:

Facebook

Google Plus

Twitter

Send Email Confirmation

Send Email Confirmation

Send Email Confirmation