Dr. Clara DDS

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    Profile ID: 100016




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

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    Start Cancellation







    Cancellation Note 
    Notes | 2017-06-29 | Justin | #78655 |

    Hi Justin,

    We are cancelling services with Optimized360 effective immediately, we have moved our services to another web hosting company, the website that was created by Optimezed360 has already been taken down.

    Thank you for your services.

    Candy Valverde


    Leave a Comment:




    Cancel All Products closed
    Task: Website | 2017-06-29 | Danny | #78653 |

    they have a new site built with DEX MEDIA. Already live.


    2017-07-17 | catherine.c
    forms removed, no videos, no emails or domain.

    Leave a Comment:




    Pause All Charges closed
    Task: Website | 2017-06-29 | Danny | #78652 |

    Got a new site already


    2017-06-29 | chandra.t
    Stopped charges.

    Leave a Comment:




    Candy called 
    Notes | 2017-06-29 | Catherine C. | #78645 |

    Candy called – mentioned wanted to cancel services. Offered to have you call her back but she will email you.


    2017-06-29 | catherine.c
    fyi...

    Leave a Comment:




    Social Cancelation closed
    Task: Website | 2017-04-04 | Justin | #72944 |

    Client does not want maintenance or marketing of social anymore – keep the links though


    2017-04-04 | jan.s
    Followed up via email to provide credentials. Removed admin access for us from all social media accounts. Updated notes for CP, closing task.
    2017-04-04 | justinn
    Jan forgot to check mark blog too - client should NOT receive any more article s

    Leave a Comment:




    Updating Monthly Payment closed
    Task: Accounting | 2017-04-04 | Justin | #72941 |

    Client wants to cancel social marketing ($149/m)

    Only monthly fee should be $79 for the website package itself – please update to reflect these changes per Candy’s request


    2017-04-04 | chandra.t
    Canceled Social Marketing $149/m, only recurring charges will be $79 for web.

    Leave a Comment:




    Questions Regarding Account closed
    Task: Other | 2017-04-04 | Danny | #72916 |

    Justin, please call Candy at the office. She has questions regarding their account.

    I told her you’ll call her when you get backafter 1:30 and will call before 5pm.


    2017-04-04 | justinn
    LM & Emailed F/U

    Leave a Comment:




    font name – logo closed
    Task: Website | 2017-03-27 | Catherine C. | #72234 |

    Please send font name used for Clara Nguyen DDS in the logo. There was a previous ticket where you had changed the name.


    2017-03-30 | catherine.c
    logo PSD copied to websites folder.
    2017-03-30 | catherine.c
    Kozuka Gothic Pr6...
    2017-03-30 | catherine.c
    http://dsmfamilydentistry.com/wp-content/themes/aaa-jennymain/Clara-Nguyen-DDS in-the-logo.zip
    2017-03-30 | developerbrijesh
    please check email for font logo
    2017-03-29 | catherine.c
    please send font name.

    Leave a Comment:




    add reviews link closed
    Ticket: Website | 2017-03-20 | Catherine C. | #71855 |

    Link to reviews page
    Patient Reviews


    2017-03-20 | catherine.c
    completed & emailed.

    Leave a Comment:




    add reviews link closed
    Ticket: Website | 2017-03-14 | Catherine C. | #71455 |

    Patient Feedback


    2017-03-14 | catherine.c
    added to reviews page & emailed candy.

    Leave a Comment:




    Change Logo Name closed
    Ticket: Website | 2017-03-08 | Catherine C. | #71059 |

    Keep logo of tooth, change name to “Clara Nguyen, DDS”
    small print underneath her name “Coast Dental Group – A Private Practice”
    keep tooth logo

    use same font
    Make sure logo is updated on homepage and inner pages


    2017-03-14 | catherine.c
    emailed completed.
    2017-03-10 | developerbrijesh
    I have replace the logo home and inner pages
    2017-03-09 | catherine.c
    http://www.coastdentalgroup.com/wp-admin/
    U: admin100016
    P: 4jyD5HEb55r8UJ!ZQqkEwiKU

    FTP:
    www.coastdentalgroup.com
    U: fe553181457782
    P: DLEJCFv0*
    2017-03-09 | catherine.c
    Correction:
    Please change logo to: "Clara Nguyen, DDS" and small print underneath her name "Coast Dental Group - A Private Practice". we are still keeping the tooth logo in front of her name.
    2017-03-09 | developerbrijesh
    FTP not working and please share website URL witch we need to do

    Leave a Comment:




    Find & Replace “Coast Dental Group” closed
    Ticket: Website | 2017-02-20 | Danny | #69853 |

    Please find and replace all terms “coast dental group” to “Dr. Clara DDS”

    She is currently changing practice name phasing out “coast dental group” due to conflict with other similar businesses that is giving her a bad name.

    Please email them when done: candy@coastdentalgroup.com and also claranguyendds@gmail.com


    2017-02-23 | catherine.c
    Emailed Candy & doctor, text updated.
    2017-02-23 | rod.l
    Text instances have been changed, but logo remains the same. They may need new logo. Please check.
    2017-02-23 | developerbrijesh
    we have replace “coast dental group” to “Dr. Clara DDS” in all website please check if you have any changes then please guide us.
    2017-02-22 | catherine.c
    Please update.
    2017-02-21 | catherine.c
    http://www.coastdentalgroup.com/wp-admin/
    U: admin100016
    P: bncyAHZV#si@SrJNLnm3BvaV

    Leave a Comment:




    adjust patient form page closed
    Ticket: Website | 2017-01-08 | Catherine C. | #66693 |

    Remove image on the patient forms page and center the information to the middle of the page.


    2017-01-08 | catherine.c
    Ticket has been completed. Closing ticket.
    2017-01-08 | catherine.c
    Emailed Candy.

    Leave a Comment:




    Email: Social is Ready 
    Design | 2016-12-28 | Jan S. | #66048 |

    Hello Dr. Nguyen and Candy,

    To share your social media accounts with your patients, please see the links below:

    Facebook: https://www.facebook.com/CoastDentalgroup
    Google Plus: https://plus.google.com/u/0/117612457469549380791
    Twitter: https://twitter.com/CoastDentGroup

    If and when you would like to make an update to these profiles, please submit a ticket.

    Thank you and let us know if you have any questions!

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    add links to patient forms closed
    Ticket: Website | 2016-12-14 | Catherine C. | #65248 |

    Patient Forms:
    https://www.ident.ws/template_include/pi_login.jsp?site=13582&practiceId=42753&page=Patient+Information

    New Patients:
    https://www.ident.ws/template_include/new_patient_sign_in.do?site=13582&practiceId=42753


    2016-12-14 | catherine.c
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    patient forms edit closed
    Ticket: Website | 2016-12-13 | Catherine C. | #65159 |

    New Patient Forms in bold italics and the link was removed, please fix
    hyperlink – bold and in blue to separate from the rest of the paragraph.


    2016-12-13 | catherine.c
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Appt Button & B&A Photos closed
    Ticket: Website | 2016-11-08 | Danny | #62757 |

    1.  “schedule an appointment” link in slider – change to look like button

    2.  Take the before/after photos from yelp – add to Services > Smile Gallery

    ORIGINAL CLIENT TICKET:
    “Hey Danny

    Can you make the “schedule an appointment” button on our homepage Bigger and more noticeable??

    Also is there any way to grab the pics (the befores and afters) from our yelp page to put on our home page as well?

    Thanks!

    Clara”


    2016-11-09 | catherine.c
    Ticket has been completed. Closing ticket.
    2016-11-08 | danny.n
    please cc Dr. Nguyen when done: claranguyendds@gmail.com

    Leave a Comment:




    Pause Adword closed
    Task: Sales | 2016-10-12 | Danny | #60982 |

    Chan, please pause adword per their request below:

    “Hi Danny,
    We need to cancel the google ad-words campaign effective immediately, we are going to try some marketing through YELP, payment in the amount $750 has been made on 10/6/16 via credit card.
    Candy Valverde”


    2016-10-12 | chandra.t
    Paused OM campaign and charges.

    Leave a Comment:




    Email Redirect closed
    Ticket: Website | 2016-10-10 | Danny | #60889 |

    “Hi Danny

    Reroute emails from drclara@coastdentalgroup.com to claranguyendds@gmail.com

    Thanks!”


    2016-10-10 | catherine.c
    Ticket has been completed. Closing ticket.
    2016-10-10 | catherine.c
    Emailed candy:
    candy@coastdentalgroup.com and claranguyendds@gmail.com have been set as a fowarded email.
    2016-10-10 | catherine.c
    Can you also add my email to the forward same set-up as the jotforms.
    User:102961696
    password: Molar1379!!
    pin# 1379
    2016-10-10 | catherine.c
    emailed candy for their godaddy login.

    Leave a Comment:




    replace image closed
    Ticket: Website | 2016-09-30 | Catherine C. | #60255 |

    Under the patient forms can you remove the stethoscope since we are not a medical office, if you have something that is dental related that would be great.


    2016-09-30 | catherine.c
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Patient Resources Menu Item closed
    Ticket: Website | 2016-09-29 | Belinda | #60182 |

    Make the “Patient Resources” menu item be highlighted in blue at all times so that it stands out/ Use this color #337ab7


    2016-10-04 | belinda.t
    Ticket has been completed. Closing ticket.
    2016-10-04 | developerbrijesh
    Done
    2016-10-01 | developerbrijesh
    FTP IS not working for this.

    Leave a Comment:




    Aug Stats closed
    Task: Sales | 2016-09-08 | Danny | #58728 |

    Can you send me the aug stats with itemized #s for each keyword like you did for the July Stats (see previous post).

    Thank you.

    Please find below.
    Date Clicks Impressions Average Position Landing Page
    August 1 – August 31 142 12,721 2.7
    Ad Group
    Braces/Invisalign 63 6,161 3 coastdentalgroup.com/education/invisalign/
    Cosmetic 30 1,048 4.2 coastdentalgroup.com/education/cosmetic-dentistry/
    Dentist 27 4,094 2.4 coastdentalgroup.com
    Dentures 4 61 2.6 coastdentalgroup.com/education/removable-dentures/
    Gum Graft 2 55 2.2 coastdentalgroup.com/gum-treatment/
    Pinhole 1 112 2.3 coastdentalgroup.com/pinhole-surgery/
    Whitening 15 1,190 1.5 coastdentalgroup.com/education/teeth-whitening/
     

    2016-09-08 | chandra.t
    Sent to Danny.
    2016-09-08 | danny.n
    .

    Leave a Comment:




    Comp.Of Tickets& product intro. emailed 
    Marketing | 2016-08-31 | Alec J. | #58296 |

    Leave a Comment:




    Jot Form closed
    Task: Website | 2016-08-31 | Marvin A. | #58290 |

    http://www.coastdentalgroup.com/education/orthodontics/

    When filling in the fields, the font color is white. Please change to default/black.


    2016-08-31 | marvin.a
    done.

    Leave a Comment:




    add flyer closed
    Ticket: Website | 2016-08-08 | Catherine C. | #56728 |

    Can you just upload this flyer on the Special Promotion page.

    I’ll doing final edits to the Whitening page and will get to you first thing in the morning.


    2016-08-09 | catherine.c
    updated flyer with newer version.
    2016-08-08 | catherine.c
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Comp.Of Tickets& product intro. emailed 
    Marketing | 2016-08-03 | Alec J. | #56463 |

    Leave a Comment:




    July Stats 
    Marketing | 2016-08-01 | Danny | #56252 |

    Please find below.

    Date Clicks Impressions Average Position Landing Page
    July 1 – July 28 105 11,693 2.6
    Ad Group
    Braces/Invisalign 32 3,294 2.9 coastdentalgroup.com/education/invisalign/
    Cosmetic 20 1,046 3.2 coastdentalgroup.com/education/cosmetic-dentistry/
    Dentist 37 4982 2.3 coastdentalgroup.com
    Dentures 5 2 3.5 coastdentalgroup.com/education/removable-dentures/
    Gum Graft 1 30 2 coastdentalgroup.com/gum-treatment/
    Pinhole 1 12 2.2 coastdentalgroup.com/pinhole-surgery/
    Whitening 9 327 1 coastdentalgroup.com/education/teeth-whitening/
    Display 65 9,324 1.1


    Leave a Comment:




    remove green bg closed
    Task: Website | 2016-08-01 | Catherine C. | #56222 |

    Upon reviewing, I noticed that there’s a large green rectangular box behind the make an appointment cells (please see attached screen shot). Can you please remove this, and check if there’s any information behind behind the box.


    2016-08-01 | catherine.c
    upated.

    Leave a Comment:




    mobile – adjust blue links closed
    Task: Website | 2016-07-29 | Catherine C. | #56120 |

    For mobile site, please move the blue buttons so they display across bottom of screen when scrolled. They will always be visible while scrolling. Attached image shows how it looks now. Blue buttons are covering too much of mobile site.


    2016-08-03 | catherine.c
    looks good. thanks.
    2016-08-02 | developerbrijesh
    done please check
    2016-08-01 | catherine.c
    Please make three boxes side by side, not on top of each other. These 3 box links would line up along the bottom of mobile screen going across. It is ok to adjust sizing of blue boxes to fit bottom of screen.
    2016-08-01 | developerbrijesh
    done

    Leave a Comment:




    Google Analytic Monthly Reporting closed
    Ticket: Website | 2016-07-29 | Danny | #56111 |

    can you please add lisachen310@gmail.com to receive the monthly reporting.

    please confirm with me and lisachen310@gmail.com


    Leave a Comment:




    Adword Stats (July) closed
    Task: Sales | 2016-07-29 | Danny | #56109 |

    Chan, can you send me their stats for July.
    They are the one that wants breakdown based on the keywords.

    Just need by end of next Monday. Thx!


    2016-07-29 | chandra.t
    Sent to Danny with breakdown.

    Leave a Comment:




    Reputation Management closed
    Task: Sales | 2016-07-22 | Alec J. | #55643 |

    Hi Danny, I was in this office on 7/20, Kandy, the O.M , said they are interested in Reputation Managment and expecting your call for more details.


    2016-07-26 | justinn
    opened via sidekick - spoke to Candy - she will talk to Dr. Clara and get back to me
    2016-07-26 | justinn
    LM & Emailed F/U
    2016-07-22 | justinn
    Called _ LM
    2016-07-22 | danny.n
    Justin, this is my friend so please take care of this instead of me due to conflict of interest and pricing.
    2016-07-22 | danny.n
    I know them, this is my friend's office that I referred business to Roya as a Pearson client.

    Leave a Comment:




    Addition Request closed
    Ticket: Website | 2016-07-21 | Danny | #55570 |

    “Hi Catherine,

    Can we change the “contact us” button (field) that’s currently frozen on the right panel on every page. I wanted to give it time to see how it would resonate aesthetically and its navigation. I think we need to modify it.

    The screen shot below is from the mobile site. As you can see, it’s overpowering (also on desktop) version. I think we can reduce the size by removing the 2 social media buttons and place it somewhere else on the page.

    Can you please offer a few suggestions.

    Thank you.”

    See attached file


    2016-07-29 | catherine.c
    Sent task to Brijesh.
    2016-07-29 | catherine.c
    Reply to Lisa:
    We can adjust the blue buttons so that they take up less space on a mobile screen. We will keep you updated. Thank you.

    Leave a Comment:




    Edit Request closed
    Ticket: Website | 2016-07-21 | Danny | #55569 |

    “Hi Danny,

    I have a couple of items we need to have included on the website.

    1. “Special Offer.” On this page I would like to run some promotions.

    Q: can our team create the ad, Or do we provide?

    Promo for 6 Month Smiles :

    Free Sonicare Diamond electric toothbrush upon starting 6 Month Smile.

    Fine print & terms – will provide
    Promo period: 8/1/16-10/01/16

    2. Whitening for Life (new patients only)
    Q: where do you suggest placing this?

    Content – will send over once Dr. Clara approves.

    Let me know if you need me to elaborate and also how soon it can be done.

    Thank you.”


    2016-08-22 | catherine.c
    Closing. Creating new ticket for Whitening content.
    2016-08-19 | catherine.c
    6 month smile section updated. waiting for content Whitening section.
    2016-08-19 | catherine.c
    Lisa emailed about making page live. Promo page has been added to website. Reminded Lisa to send content since we are still waiting on that info for this page.
    2016-08-08 | catherine.c
    She will get back to us with text by tomorrow.
    2016-08-08 | catherine.c
    Emailed Lisa follow up to send us text info.
    2016-07-29 | catherine.c
    Replied:
    Hi Lisa,
    Here is the Promotions page with the offers you requested. It's currently not linked in the top menu but will be placed under Patient Resources.
    http://www.coastdentalgroup.com/promotions/

    Please send us the terms & conditions for 6 Month Smiles offer and text for Whitening for Life.

    Thanks!

    Leave a Comment:




    web edit closed
    Ticket: Website | 2016-07-15 | Catherine C. | #55275 |

    Can you please add a call to action below the 6 Month Smile video clip (in a rectangular box) and have it directed to the appointment page:

    Schedule your FREE consultation today.

    Add another brown button below “6 Month Smiles” on right sidebar.


    2016-07-19 | desirae.g
    "FREE Consultation" button has been added to the sidebar on home page in between "6 Month Smile" and "Patient Forms". Linked to Appointment page. Closed.

    Leave a Comment:




    Email: Social Intro 
    Design | 2016-07-15 | Jan S. | #55267 |

    Hello Dr. Nguyen and Candy,

    BLOG

    You have ordered a monthly blog with us in which we will need 6-12 topics from you. These topics can range from anything about your specialty or otherwise. Please send those topics as soon as possible so that our copywriters can get it started for you. After these topics are received, we will publish an article every month to your website and social media accounts.

    Thank you, and we look forward to working with you.


    Leave a Comment:




    Create Social Media Accounts closed
    Task: Social | 2016-07-15 | Jan S. | #55268 |

    Please create social media accounts


    2016-07-15 | jan.s
    This was autocreated, they already have their social media accounts set up on their end, closing task.

    Leave a Comment:




    Requesting Blog Topics 
    Notes | 2016-07-10 | Catherine C. | #54794 |

    Third attempt to request blog topics.
    1st email: 6/9/16
    Marvin requested 2nd time.


    2016-07-15 | jan.s
    Followed up via email: 06/15/16 Please refer to Social Intro

    Leave a Comment:




    add 3 videos to ortho page closed
    Ticket: Website | 2016-06-24 | Catherine C. | #53953 |

    http://www.youtube.com/watch?v=Ovo8pmRTJCw

    http://www.youtube.com/watch?v=xMw43BL53dI


    2016-06-24 | catherine.c
    move videos under 6 Months smiles section.
    2016-06-24 | catherine.c
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Comp.Of Tickets& product intro. emailed 
    Marketing | 2016-06-23 | Alec J. | #53765 |

    Leave a Comment:




    More revisions to Orthodontic page closed
    Ticket: Website | 2016-06-21 | Danny | #53547 |

    See attached screen shot from Lisa Chen. Please email her lisachen310@gmail.com and dr. nguyen : claranguyendds@gmail.com when done

    “Hi Danny,

    We need to “enhance” this page to highlight our Six Month Smiles service.

    Please add a header (like Invisalign) so it will stand out. Also, please drop in the 6 Month Smiles and Invisalign logo on this page to show our certification.

    *note, the first paragraph: ” Straight teeth ….. budget.” – please correct for left justification to align with the format.

    Please advise how soon this can be completed.

    Thank you.”


    2016-06-21 | catherine.c
    Ticket has been completed. Closing ticket.
    2016-06-21 | catherine.c
    Second paragraph: Six Month Smiles.
    Change that out to a sub header (just like the word Invisalign - below it). We need to highlight this option.

    Leave a Comment:




    Change Verbiage on Orthodontics page closed
    Ticket: Website | 2016-06-21 | Danny | #53545 |

    See attached screen shot from Lisa Chen. Please email her lisachen310@gmail.com and dr. nguyen : claranguyendds@gmail.com when done

    “Danny,

    Can you change out the verbiage: “Make your orthodontic appointment today”
    to: “Schedule your FREE orthodontic consultation today”

    If you can use one of the support blue color that we have part of our brand.

    Thank you.”


    2016-06-21 | catherine.c
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Fix Asap (Button not linked) closed
    Ticket: Website | 2016-06-20 | Danny | #53528 |

    “Hi Danny,

    As I was navigating through our site, I noticed that the CTA in the footer, “Schedule An Appointment” doesn’t take the visitor anywhere (sample attached for this particular page).

    I think we should make the following changes:
    1. Change out the CTA to read: Contact Us Today! (use support blue)

    2. Remove the CTA in footer and relocate the CTA and field to the right hand side to keep consistency.

    3. Question – The Contact Us Today page, is that being emailed to Candy to filter?

    Let me know if you have any questions.

    Thank you.”

    CTA means “Call to Action” (fyi)


    2016-06-20 | catherine.c
    updated & emailed Candy. closing.

    Leave a Comment:




    Adword Stats (MAY) closed
    Task: Sales | 2016-06-06 | Danny | #52554 |

    please send when you get the chance. Thank you.

    Stat sent to Lisa:

    Date Clicks Impressions Average Position
    May 1-30 110 7461 2.3
    Ad Group Clicks Impressions Average Position Landing Page
    Braces/Invisalign 23 1967 2.5 coastdentalgroup.com/education/invisalign/
    Cosmetic 21 1673 2.2 coastdentalgroup.com/education/cosmetic-dentistry/
    Dentist 34 1954 2.1 coastdentalgroup.com
    Dentures 8 102 3.1 coastdentalgroup.com/education/removable-dentures/
    Gum Graft 2 48 1.8 coastdentalgroup.com/gum-treatment/
    Pinhole 1 9 2.2 coastdentalgroup.com/pinhole-surgery/
    Teeth Whitening 21 1708 2.0 coastdentalgroup.com/education/teeth-whitening/

    2016-06-06 | chandra.t
    Sent to Danny.

    Leave a Comment:




    Ortho Page closed
    Ticket: Website | 2016-06-01 | Danny | #52345 |

    Please add Invisalign content on this page: http://www.coastdentalgroup.com/education/orthodontics/
    It also needs a jotform on here. Please title this jotform that it is for Ortho so when they receive it, they know its from this page.


    2016-06-09 | joseph.a
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Comp.Of Tickets& product intro. emailed 
    Notes | 2016-05-25 | Alec J. | #51911 |

    Leave a Comment:




    Edit Services Page closed
    Ticket: Website | 2016-05-23 | Marvin A. | #51768 |

    Under the “services” tab please individually write out each of the services instead of categorizing. Example for Cosmetic Dentistry–take that out and simply list everything so that the patient doesn’t have to look under each tab to find out where info on a “veneer” would be. they would simply click on services and see a drop down of ALL services e.g. tooth color fillings, veneers, bonding,crowns & bridges, sealants, deep cleanings/ periodontal gum therapy, pinhole , dentures/partials, night guards, sports guards, extractions, teeth whitening, 6 month smiles, implants, root canals


    2016-05-23 | catherine.c
    Ticket has been completed. Closing ticket.
    2016-05-23 | catherine.c
    done.

    Leave a Comment:




    place social icons right side of website closed
    Task: Website | 2016-05-22 | Catherine C. | #51708 |

    Please place the social icons on right side of website like this site:
    http://macarthurdentalarts.com/


    2016-05-30 | developerbrijesh
    done
    2016-05-26 | catherine.c
    FTP is working for us. Please try again. Thanks.
    2016-05-26 | developerbrijesh
    FTP is not working. please update Thanks
    2016-05-22 | catherine.c
    The right side buttons will be for G+, FB and Schedule Appointment.

    Leave a Comment:




    Web Edit closed
    Task: Website | 2016-05-18 | Marvin A. | #51430 |

    Can the following logos below for the website be changed to color, the website seems sooo gloomy It needs to have some color added, same for the social media logos, the “learn more” CareCredit button needs to be removed and replaced with the link I sent for patients, the one on the website now directs you to the provider page……..thanks

    FW’d images.


    2016-05-23 | catherine.c
    done.

    Leave a Comment:




    Care Credit Link closed
    Ticket: Website | 2016-05-17 | Marvin A. | #51365 |

    Replace current care credit link to the following:

    https://www.carecredit.com/apply/confirm.html?encm=BWQCOwdlXThSbgxoUmYNZAc9AGVQP1NnA28COwNmUmc


    2016-05-20 | catherine.c
    Hello Dr. Clara Nguyen, DDS,

    Your ticket #51365 labeled -Care Credit Link- has been been updated.

    The link has been updated on the website.

    Thank you!

    Leave a Comment:




    Phase 2 Revision closed
    Ticket: Website | 2016-05-13 | Danny | #51148 |

    move the Teeth Whitening and Orthodontic link so it is under Cosmetic not Preventive in the menu
    – Teeth Whitening: add a Schedule an Appointment jotform on this page. Align it to the right of the “you have a lot of choice…” text paragraph.
    – Entire Site (need to outsource this chan to rod or marvin): i need to have the button effect on the right side like: http://macarthurdentalarts.com/ – The button will be for G+, FB and Schedule Appointment. This effect will be visible at all times and follows as you scroll. – Task for Brijesh
    – Patient Forms page: add a stock photo that would be related to filling out a form. Purpose is to bring a little life to the pages that are just text.
    – Reviews: move the testimonial jotform up on the page aligning it to the right of the 1st paragraph. Then all the reviews goes below that row. Lastly, add yelp icon along with the 4 or 5 star yellow icon. This will go below the 1st paragraph.


    2016-05-23 | catherine.c
    done. right of website social icons task sent to brijesh.

    Leave a Comment:




    Revisions (menus & teeth whitening) closed
    Ticket: Website | 2016-05-12 | Danny | #51103 |

    – Replace/Remove “Dental Care” in the menu. BUT move all the bulleted points on here under Oral Heath so it is a menu under “SERVICES/Oral Health/all the bulleted points”. Same structure as the categorized menu already under Services.
    – After the Home menu, add “Our Practice”, with a drop down for “Dr. Clara Nguyen”. Then create a page for the doctor, then add the bio and pic on the home page for her here.
    – Also add another page also under this menu call it “Meet the Team” (content/image will come).
    – Throw Smile Gallery in the menu so it is under “Services”. Replace Smile Gallery menu with “Reviews”.
    – Reviews: please create a page and add a few reviews here on this page: http://www.yelp.com/biz/coast-dental-group-cypress-2 – put about 4-5 and make sure those reviews do not have the word “yelp” or “yelper” in the testimonial.
    – also add a “submit review” form/button on this page.
    – Teeth whitening page: please add the attached content file replacing what’s there. Add a nice stock smiling photo closeup that has white teeth.

    Let me know when done so i can review. Do not email client.

    Coast-Dental-Group-Whitening-EZWhite
    2016-05-13 | chandra.t
    Please review. I left the current original teeth whitening photo. Let me know if you want to update it.

    Leave a Comment:




    Add “dental offices” in the Campaign closed
    Task: Sales | 2016-05-11 | Danny | #51014 |

    can you add this to their campaign. lmk when done. thx.


    2016-05-11 | chandra.t
    Sent Danny screenshot.
    2016-05-11 | chandra.t
    Added "dental offices" keyword to campaign, waiting for it to show.

    Leave a Comment:




    Web Edit closed
    Task: Website | 2016-05-10 | Marvin A. | #50878 |

    After you click on “schedule appointment ” it takes you to our office hours and map.

    Appointment section please put that as the first item then map then hours (include Saturday by appointment as well)


    2016-05-10 | chandra.t
    Updated.

    Leave a Comment:




    Edit Per Client’s Request closed
    Ticket: Website | 2016-05-09 | Danny | #50841 |

    Carecredit-Embedded linksChange “Patient Resource” to “Patient Forms”
    Adjust the shading of the menu text so it’s different shades of gray
    remove the blog
    add associations: ADA, AGD, OCDS AND CDA
    add carecredit logo to this page: http://www.coastdentalgroup.com/cypress-dental-office/.  Use the attached file with the embedded code (use the 3rd embedded code)

    Lastly, change the Patient Form menu back to Patient Resource. Then have a drop down to go to the Patient Form and also Financials which will link to the CareCredit page above.

    Carecredit-Embedded links
    2016-05-11 | catherine.c
    Edits are complete.
    2016-05-11 | catherine.c
    Edits are complete.
    2016-05-11 | catherine.c
    Ticket has been completed. Closing ticket.
    2016-05-11 | danny.n
    Catherine, are you working on this? I see it is not completed. LMK. thx

    Leave a Comment:




    Comp.Of Tickets& product intro. emailed 
    Notes | 2016-05-09 | Alec J. | #50796 |

    Leave a Comment:




    Stats closed
    Task: Sales | 2016-05-05 | Danny | #50648 |

    Can you send me stats since it was started about a month ago. I have a phone conf with them next monday to discuss.


    2016-05-06 | chandra.t
    Sent stats breakdown.
    2016-05-06 | danny.n
    chandra, you sent me the stats below. They are asking for the breakdown of the click pages meaning of those 69 clicks, a breakdown of the clicks based on the Ad group's landing page. Let me know by 11am next monday. thx.
    2016-05-06 | danny.n
    Date Clicks Impressions Average Position April 6 - May 4 69 6,419 2.6

    Leave a Comment:




    Google Analytics closed
    Task: Sales | 2016-05-04 | Marvin A. | #50287 |

    Lisa Chen, their marketing consultant, wanted a breakdown on the analytics. Attached Danny to email string.


    2016-05-05 | danny.n
    Ticket has been completed. Closing ticket.
    2016-05-05 | danny.n
    Waiting on Lisa to see when she'd like to go over the #s. Also will get stats from actual Adword campaign to cross-reference.

    Leave a Comment:




    Web Edit closed
    Task: Website | 2016-04-27 | Marvin A. | #49868 |

    Please edit the homepage (6 month smile and patient forms) to the same styling as the draft I had sent. (https://360controlpanel.com/wp-content/uploads/2016/03/coastfamilydental_1j.jpg)


    2016-04-30 | developerbrijesh
    Done
    2016-04-27 | marvin.a
    Please make the inner banner a neutral gray instead of the blue as well.

    Leave a Comment:




    Video Inquiry 
    Leads | 2016-04-20 | Danny | #49435 |

    Candy had inquired if we have some sort of PT ED Video that automatically plays from a tv in the waiting room for patients.
    I showed her our 3D4 Videos which is $250/initial + $20/m and showed examples of our clients having it. Gave her the advantages of this for the treatment coordinator. Told her that i will contact the company to see if they have some sort of media that they are asking for. Will get back to her.


    Leave a Comment:




    Comp.Of Tickets& product intro. emailed 
    Notes | 2016-04-07 | Alec J. | #48535 |

    Leave a Comment:




    welcome package mailed 
    Notes | 2016-04-07 | Alec J. | #48522 |

    Leave a Comment:




    Web Edit closed
    Task: Website | 2016-04-06 | Marvin A. | #48466 |

    Please fix the inner pages under pt education.

    Ex/ (http://www.coastdentalgroup.com/education/cosmetic-and-general-dentistry/)

    title shows twice.


    2016-04-08 | developerbrijesh
    done

    Leave a Comment:




    Fix Menu Link closed
    Ticket: Website | 2016-04-06 | Danny | #48464 |

    The link “dental care” is not linked on the home page.


    2016-04-07 | chandra.t
    Updated.

    Leave a Comment:




    Web Edits closed
    Task: Website | 2016-04-06 | Marvin A. | #48430 |

    Sent by their marketing consultant, Lisa Chen.

    CoastDentalGroupTabsMarvin
    2016-04-06 | marvin.a
    Done

    Leave a Comment:




    Google Adword (New Order & Activation) closed
    Task: Sales | 2016-04-05 | Danny | #48304 |

    Adword: $750/m

    3 mileage, include mobile ad
    keywords: dentist, cosmetic dentist, invisalign, clear braces, dental implants, veneers, teeth whitening, gum graft, pinhole surgery


    2016-04-06 | danny.n
    sent adword activation email
    2016-04-06 | chandra.t
    Campaign charged and activated.
    2016-04-05 | danny.n
    chan, please try to create as many adgroups to get good quality score. send me the details once done along with a few print screens. Thanks!

    Leave a Comment:




    Blog setup 
    Notes | 2016-04-05 | Marvin A. | #48284 |

    By brijesh, paying him $20 on upwork as quoted.


    Leave a Comment:




    Marketing (Google Adwords) 
    Leads | 2016-04-04 | Danny | #48218 |

    coast-dental-group

    Sent Candy a f/u to see if she is available to discuss the marketing now that the site is live.


    2016-04-05 | tri.l
    sweet
    2016-04-05 | danny.n
    had the ph conf. Confirmed to go with $750/m targeting a 3 mile coverage with mobile.
    2016-04-05 | tri.l
    created
    2016-04-04 | danny.n
    Tri, can you create a marketing analytic for me asap. I want to send this to Candy to review before our scheduled ph conf tomorrow. Thanks! I'm looking at $500/m for her area so go with that in the proposed budget but show others around her how much they are spending. There are nearby cities since cypress is small so look nearby too.
    2016-04-04 | danny.n
    "How about tomorrow 12:00 or after lunch 2:00 are you available?"

    Leave a Comment:




    Post Gallery closed
    Task: Other | 2016-04-04 | Danny | #48177 |

    let me know when done. Thanks!


    2016-04-07 | marvin.a
    Done!

    Leave a Comment:




    Update their social closed
    Task: Social | 2016-04-04 | Marvin A. | #48176 |

    With their new artwork.


    2016-04-12 | jan.w
    I have been prompted to not update yelp since that is not part of the package. I have emailed Candy in regards to the updates, closing ticket.
    2016-04-12 | jan.w
    I have updated Facebook, Google+, and Twitter accounts with their new artwork, unsure of Instagram so I asked Belinda, currently waiting for results.
    2016-04-11 | jan.w
    I have emailed Candy in regards to their social media accounts. I have requested access to them so that I can update their artwork, currently waiting for her response.

    Leave a Comment:




    Update Robots File/301 closed
    Task: Website | 2016-04-04 | Marvin A. | #48173 |

    1. Add the following lines to the end of the robots.txt file:

    User-agent: ia_archiver
    Disallow: /

    FLUSH CACHE in wordpress after the changes have been made.

    2. Complete 301 Redirects from previous site

    3. Compress theme images and uploads folder.


    2016-04-04 | catherine.c
    no 301s.
    2016-04-04 | catherine.c
    done. closing.

    Leave a Comment:




    Site Live: SEO Items closed
    Task: Website | 2016-04-04 | Marvin A. | #48174 |

    1. Add domain(s) to statuscake.com
    2. Create Google Analytics account: setup, add to WP, setup report, update CP (all associated fields)


    2016-04-04 | catherine.c
    done. closing.
    2016-04-04 | marvin.a
    They previously had an account with us, cancelled then came back. You may need to make a new GA report.

    Leave a Comment:




    Email: DC is Live 
    Design | 2016-04-04 | Marvin A. | #48175 |

    Hi Dr. Nguyen,

    Congratulations! Your website (coastdentalgroup.com) is now live and visible to the public. I will continue to work with Candy and Lisa to flush out the rest of the content on your site.

    We strongly encourage you to further customize your site by logging into Control Panel and using the website editor. If you have any questions and/or concerns, please let us know.

    LOGGING INTO CONTROL PANEL

    Login via your member login page: www.optimized360.com/controlpanel

    Username (your domain): coastdentalgroup.com

    If this will be your 1st time logging in, please go to “forgot password”. You will receive the instructions to reset it via your email on file which I have confirmed: candy@coastdentalgroup.com

    MAKING CHANGES

    If you would like to make any changes to your website, you can do so by logging into Control Panel and clicking on “Edit Your Website.” You may add/remove/edit/upload any pages that you may wish. The online editor is available to you 24/7 and we welcome any questions regarding how to use it.

    Thank you!


    Leave a Comment:




    Client Req Live 
    Design | 2016-04-01 | Marvin A. | #48050 |

    Having them change A record.


    Leave a Comment:




    Comp.Of Tickets& product intro. emailed 
    Notes | 2016-04-01 | Alec J. | #48025 |

    Leave a Comment:




    Email: Your DC is Ready 
    Custom Ready | 2016-03-31 | Marvin A. | #47881 |

    Hi Candy,

    Your website is ready to see. At this point we can work on adjusting content while we fix a few issues that I will explain in the email we have with everyone involved.

    LOGGING IN

    Login via your member login page: www.360controlpanel.com

    Username (your domain): coastdentalgroup.com

    If this will be your 1st time logging in, please go to “forgot password”. You will receive the instructions to reset it via your email on file which I have confirmed: candy@coastdentalgroup.com

    MAKING CHANGES

    If you would like to make any changes to your website, you can do so by logging into Control Panel and clicking on “Edit Your Website.” You may add/remove/edit/upload any pages that you may wish. The online editor is available to you 24/7 and we welcome any questions regarding how to use it.

    Thank you and let me know if you have any questions!


    Leave a Comment:




    Send for Ready before April closed
    Task: Other | 2016-03-29 | Marvin A. | #47778 |

    They have provided videos. Try not to take content from their current site as it is owned by BP. They also should have forms.


    2016-03-30 | marvin.a
    Sent to review and updated clients about progress.

    Leave a Comment:




    Please Set Up Monthly Blog Schedule closed
    Task: Social | 2016-03-21 | Catherine C. | #47288 |

    Client has monthly blogging (1 POSTS PER MONTH)


    2016-03-21 | catherine.c
    emailed requesting 6 blog topics.

    Leave a Comment:




    Sent to Development 
    Design | 2016-03-17 | Marvin A. | #47125 |

    Leave a Comment:




    FTP/DB Credentials – Design Update 
    Design | 2016-03-17 | Jan S. | #47124 |

    Coast Dental Group – fe5.59d.myftpupload.com

    FTP
    UN: fe553181457782
    PW: DLEJCFv0*

    DB
    UN: fe553181457782
    PW: BDyfTg2u*BR2

    WP
    PW: 8V!*LK7C64guwv7czjBD7ZCr
    Admin: http://fe5.59d.myftpupload.com/?autologin_code=S585t0qXa1JWn3gc7TYzcAjlBxJ5ZI
    Developer: http://fe5.59d.myftpupload.com/?autologin_code=IOlbCNaGOyHqBeCeOMcZPWI9Yiqusk
    coastdentalgroup.com: http://fe5.59d.myftpupload.com/?autologin_code=Gh8rojSSJxV2MZ7AYdWAnTkTGTWCaB


    Leave a Comment:




    Create Tempsite Asap closed
    Task: Other | 2016-03-16 | Marvin A. | #47068 |

    Accidentally made a note instead, please refer to notes below. They have approved.


    2016-03-17 | jan.w
    I have provided the FTP/DB credentials for the design update as a note.
    2016-03-17 | jan.w
    I have created the tempsite for Coast Dental Group and uploaded the .dentist_general_dentist xml file for the content. I have provided the autologin links in the Design Change section on CP and I did not copy any content from the original site, closing ticket.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-03-11 | Marvin A. | #46793 |

    Hi Candy,

    Here are the concepts. I will email everyone in a direct email shortly.


    Leave a Comment:




    Emailed client 
    Design | 2016-03-07 | Marvin A. | #46439 |

    They are having issues coordinating with their own marketing person. I let them know my suggestions of pushing to development if a picture is holding them back. Tried to clarify the process to the marketing consultant on their end. Candy called me to try to over reach the marketing consultant as she is not very good at follow up and causing the project to stall.


    Leave a Comment:




    Email from client 
    Design | 2016-03-01 | Marvin A. | #46059 |

    Hi Marvin,

    I am going to forward the imagery to our marketing gal Lisa Chen, if it’s ok I will have her reach out to you with some ideas for the web page layout, any approvals or changes to the lay out however must be approved my myself or Dr Clara.

    Thanks,
    Candy Valverde


    2016-03-01 | marvin.a
    Hello Marvin, I believe Candy has informed that I would be in contact with you regarding the website. Can you provide me with the site that you're getting the imageries for their site? Shutterstock, istock? I believe you've sent them a few image selections for their homepage and would like to see if I view some other ones I had in mind. Thank you.
    2016-03-01 | marvin.a
    fyi they are taking their time.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-02-26 | Marvin A. | #45926 |

    Hi Candy,

    Here are a few examples with different banner images. Let me know what you think!


    Leave a Comment:




    Feedback 
    Design | 2016-02-26 | Marvin A. | #45925 |

    Hi Marvin,

    Are there any options for the main page we can see before we decide weather we want to stick with the rocky ocean….example; dental, models, smiles, familes-pretty family etc.


    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-02-23 | Marvin A. | #45708 |

    Hi Candy,

    Here is the updated design based on your feedback.


    Leave a Comment:




    Feedback 
    Design | 2016-02-18 | Marvin A. | #45502 |

    On the tab header can you change it to a darker grey
    The wave where the “logo coast dental group” can that be lighter gray
    The schedule appointment also same darker grey.
    Pinhole & 6month smiles – can we put videos instead of people (refer to our current website)


    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-02-18 | Marvin A. | #45498 |

    Hi Candy,

    We switched out the image of the family. I know the picture overall is lighter blue, but I believe it goes well with the color scheme (the rocks with your browns). I also changed the header to something more personal.


    Leave a Comment:




    Feedback via email 
    Design | 2016-02-12 | Marvin A. | #45149 |

    Hi Marvin,

    The draft is looking good, however Dr. Clara-no offense doesn’t like the family in the picture are there more options with a little more darker blue? On the our services page can we change that to something more personal .

    I wasn’t very clear…sorry next to her photo above Dr. Clara’s bio we want the following removed or changed

    “Your Dentist in Cypress, California, and Surrounding Areas Dr. Clara Nguyen – Welcome to Coast Dental Group”


    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-02-11 | Marvin A. | #45083 |

    coastfamilydental_1aHi Candy,

    Based off of our discussion, here is a draft we designed. We tried to go by what you said about the rocky beaches. While doing so, we wanted to make the site feel more open and refreshing. This helps reinforce the “Coast” brand to the visitors.

    Let me know what you think!


    Leave a Comment:




    301s 
    Design | 2016-02-05 | Jan S. | #44853 |

    https://www.coastdentalgroup.com/
    https://www.coastdentalgroup.com/our-practice/
    https://www.coastdentalgroup.com/dental-care/
    https://www.coastdentalgroup.com/dental-care/cosmetic-dentistry/
    https://www.coastdentalgroup.com/dental-care/cosmetic-dentistry/braces/
    https://www.coastdentalgroup.com/dental-care/cosmetic-dentistry/invisalign/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/bone-graft/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/dental-bridges/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/dental-crowns/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/dental-fillings/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/dental-implants/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/dental-inlays-onlays/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/dental-sealants/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/dentures/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/gum-treatment/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/nitrous-oxide/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/pinhole-surgery/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/root-canal-therapy/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/teeth-grinding-treatment/
    https://www.coastdentalgroup.com/dental-care/general-family-dentistry/tmj-treatment/
    https://www.coastdentalgroup.com/dental-care/oral-health/
    https://www.coastdentalgroup.com/dental-care/oral-health/bad-breath-treatment/
    https://www.coastdentalgroup.com/dental-care/oral-health/dental-fluoride-decay-prevention/
    https://www.coastdentalgroup.com/dental-care/oral-health/dental-health-your-diet/
    https://www.coastdentalgroup.com/dental-care/oral-health/dental-hygiene/
    https://www.coastdentalgroup.com/dental-care/oral-health/dental-x-rays/
    https://www.coastdentalgroup.com/dental-care/oral-health/electric-vs-manual-toothbrush/
    https://www.coastdentalgroup.com/dental-care/oral-health/teeth-cleanings/
    https://www.coastdentalgroup.com/patient-resources/
    https://www.coastdentalgroup.com/gallery/
    https://www.coastdentalgroup.com/reviews/
    https://www.coastdentalgroup.com/blog/
    https://www.coastdentalgroup.com/contact/
    https://www.coastdentalgroup.com/privacy-policy/
    https://www.coastdentalgroup.com/avoiding-teeth-grinding/
    https://www.coastdentalgroup.com/the-cornerstones-of-an-effective-oral-hygiene-routine/
    https://www.coastdentalgroup.com/salt-water-rinses-and-your-oral-health/
    https://www.coastdentalgroup.com/repair-your-smile-with-a-natural-looking-dental-restoration/
    https://www.coastdentalgroup.com/when-to-use-sedation-dentistry/
    https://www.coastdentalgroup.com/what-causes-gum-disease/
    https://www.coastdentalgroup.com/why-wear-a-mouth-guard/
    https://www.coastdentalgroup.com/the-6-steps-of-installing-a-dental-implant/
    https://www.coastdentalgroup.com/composite-fillings-are-they-right-for-you/
    https://www.coastdentalgroup.com/mouthwash-how-to-pick-one-for-you/
    https://www.coastdentalgroup.com/blog/page/2/
    https://www.coastdentalgroup.com/have-long-lasting-teeth-with-dental-sealants/
    https://www.coastdentalgroup.com/five-ways-dental-implants-can-improve-smiles/
    https://www.coastdentalgroup.com/how-a-dental-crown-can-improve-your-health-and-appearance/


    Leave a Comment:




    Web Design closed
    Task: New Project | 2016-02-05 | Marvin A. | #44848 |

    Hi Sachit,

    Please make a design update for this site. They like the idea of rocky beaches and blues and browns.

    Try something a little bit different from the current site. The spa hero picture is kinda random, so don’t use that as inspiration.


    2016-02-10 | developersachit
    Design has seen sent by email
    2016-02-09 | justinn
    Do we have an estimated date? also will we get a preview prior to launching?
    2016-02-09 | justinn
    Morning Justin, Do we have any updates on the website, it's been a few weeks and I haven't heard anything?

    Leave a Comment:




    Site Sucker and sitemap for 301s closed
    Task: Other | 2016-02-05 | Marvin A. | #44847 |

    Please thanks!


    2016-02-05 | jan.w
    I used site sucker, created the sitemap, and provided the 301s, closing ticket.

    Leave a Comment:




    Design Interview (phone) 
    Design | 2016-01-13 | Marvin A. | #43704 |

    Talked to candy. All their info on their site is current. They like the pic of their rocky beach. (They will provide it for us). And they want to go with the color scheme of their promo. Blues and brown.

    Asked for samples of sites they like. Waiting on that from Dr. before starting on design.


    Leave a Comment:




    Comp.Of Tickets&Jan2016promo emailed 
    Notes | 2016-01-07 | Alec J. | #43425 |

    Leave a Comment:




    welcome package mailed 
    Notes | 2016-01-07 | Alec J. | #43422 |

    Leave a Comment:




    Email: Welcome! Get Started On Your Design 
    Design | 2016-01-06 | Marvin A. | #43377 |

    Hi Candy,

    Welcome to Optimized360!

    My name is Marvin 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 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.

    *Please Login to Control Panel (www.360controlpanel.com)
    *(Feel free to contact me if you need any assistance logging in)

    You can find the Design Questionnaire in the welcome box.

    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. 


    Leave a Comment:




    New Project Note closed
    Task: New Project | 2016-01-06 | Justin | #43370 |

    Client owns the domain name

    They need to integrate reviews onto their new site.

    – currently have a blog (client ordered social marketing – 1 Custom Blog Article Created/Posted Per Month)
    – please review existing sites for most info
    – Candy will be your point of contact


    2016-01-06 | danny.n
    Yes we will be hosting it. Just keep the domain in their Godaddy account. They have email hosting setup so just make sure to update ip/dns for web leaving emails in tact. Thx
    2016-01-06 | marvin.a
    We will be hosting it back on our Godaddy once new design is live?
    2016-01-06 | danny.n
    also, this client had a website developed last year but cancelled so you may have to erase/reset a lot of the steps in cp.
    2016-01-06 | danny.n
    Marvin, just an fyi, the GoDaddy Login credentials are in the other post.

    Leave a Comment:




    New Order – Gold closed
    Task: Accounting | 2016-01-06 | Justin | #43369 |

    Client has an Old Account with Us:

    Website: $2,500 + $50/m**
    Mobile: $500 + $29/m**
    **1st 3 months waived

    Social Marketing: $149/m


    2016-01-07 | chandra.t
    Charged.

    Leave a Comment:




    GoDaddy Login Credentials 
    Notes | 2016-01-06 | Danny | #43363 |

    Hi Danny,

    I have included the godaddy admin account login as well as the regular login for the accounts, I have also requested to add you on to our BP account as an authorized person to call in for any and all inquiries related to our BP account.

    GoDaddy:

    pin#1379 customer #102961696

    Admin acct.
    user: 102961696
    pass: Molar1379

    user: coastdentalgroup
    pass: Molar1379

    Thanks,
    Candy Valverde
    Office Manager
    Coast Dental Group -A Private Practice
    10521 Valley View Street
    Cypress,CA. 90630
    (714) 995-9700 Tel.
    (714) 995-2416 Fax
    candy@coastdentalgroup.com


    Leave a Comment:




    Dr. Clara – Transferring Back to Opt360 
    Notes | 2016-01-05 | Danny | #43237 |

    Dr. Clara had texted me last night regarding her regrets on leaving optimized360 which was explained to her at the time last year.
    Candy had called yesterday prior to her text to me, spoke to Justin. At this point, Dr Clara will call me this week to tell me where they are at and coordinate to get back to us to relaunch prior site or redevelop a new one, social media and also heavy marketing.

    Recap of last year: They had the website built by us for only a few months, very happy with the site and the service but Business Promotion had solicit Candy the office manager there regarding 1st page ranking which was guaranteed. I had told Clara at the time that they are on the 1st page organically which she saw for herself but she stated that Candy had already signed the contract and it was too late but will come back to us if it doesn’t work out. Another thing they had told her was that in order for their marketing/software to work, it needs to be with their own developed site.


    Leave a Comment:




    Website Estimate 
    Estimates | 2016-01-04 | Justin | #43210 |

    Spoke with Candy – very nice – contract is almost up with business promotion – wants to potentially start with another company – they don’t like what business promotion is currently doing for them – told her how our company works and how we are different – will send over recommended proposal and break down of services – sent proposal

    Coast-Dental-Group
    2016-01-06 | justinn
    Spoke with candy - answered all her questions - educated her abit more regarding website & the proposal - everything looks good - shes going to send over the proposal - she knows Danny has been speaking with Dr. Clara and that Candy sent the request to BP for them to give Danny access (she mentioned)
    2016-01-05 | justinn
    opened via sidekick
    2016-01-05 | justinn
    Thanks for the info you provided Justin, I will discuss with Dr. Clara and keep you posted, I believe that 2016 will be the year that Optimized360 will get us where we need to be, with that said I t looks like we might be coming back.
    2016-01-04 | justinn
    opened via sidekick

    Leave a Comment:




    Dr. Nguyen – EMAIL ISSUE 
    Notes | 2015-06-08 | Danny | #33242 |

    Dr. Nguyen contacted me on my personal line (she’s my friend) needing help on getting back their emails. I’ve explained to her how emails work in general so she has a better understanding… then told her we had advised Candy like we do for any clients that is transferring out on all the precautions before us turning our server off.

    Explained to her that it is the responsibility of the other company to manage this for them as we do this for any client that is transferring to us.

    Advised to her to contact GoDaddy to see if they still have a backup since it is going from GoDaddy to GoDaddy during the transition.

    Also advised that moving fwd in the future once emails are setup to use outlook (imap) to prevent this.

    She was aware that they were on the 1st page but wanted more patient. Told her I had wished she spoke to me because i am aware of Business Promotion along with many other SEO companies that gives false promises and guarantees.

    Went over with her how we could’ve helped with is to do Adwords and also gave her instructions on how to optimize her G+ on top of her already 1st page organic ranking.

    She will see and most likely switch back to us.


    Leave a Comment:




    Emails Cancelled from Godaddy 
    Notes | 2015-06-01 | Belinda | #32790 |

    Spoke with Fred. Emails were deleted from our account but is on hold for 14 days, he needed our pin to log into the account to officially disconnect and so Candy can reconnect into her own Godaddy. Confirmed he did so.


    Leave a Comment:




    Cancel Account closed
    Tasks | 2015-04-30 | Chandra | #31860 |

    Please cancel account, doctor has new site up.


    2015-04-30 | chandra.t
    Charges stopped.
    2015-04-30 | chandra.t
    Hi Chandra, We have cancelled our services with Optimized360 effective immediately. We want to thank you for the services you have provided us for our web hosting needs, Please accept this as a formal request to cancel the automatic payments for the monthly service charges.

    Leave a Comment:




    Remove Legal Notices closed
    Tasks | 2015-04-23 | Justin | #31559 |

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


    Leave a Comment:




    Possible Cancellation/Domain Transfer Out 
    Notes | 2015-04-20 | Belinda | #31079 |

    Asked Candy what was the reason to transfer, she said she is contracted with another company to do design from scratch that is compatible with her software.

    Asked what software as usually we may be able to do so as well. Advised her to set up godaddy.com account.


    2015-04-20 | danny.n
    also, please mention how they are on the 1st page for SEO for "Cypress dentist" and many other keywords. Changing sites with a different company may jeopardize their 1st page ranking from what we have done for them at no cost.
    2015-04-20 | danny.n
    Belinda, lets find out what "software" it is because for example if its dentrix (henry schein) or softdent, they are practically templates and sometimes they don't understand that it can simply be connected to their site like many other clients we have integrated. lmk either way.

    Leave a Comment:




    Domain transfer closed
    Tickets | 2015-04-15 | Coast Dental Group | #30846 |

    Do we own our domain? we need to have the domain transferred can you provide the info?


    2015-04-22 | belinda.t
    102961696 new godaddy account number, need email address. Requested from Candy.
    2015-04-20 | belinda.t
    Emailed Candy that domain may be transferred but email services with us will be inactive. Sent her instructions to do so if she wishes to continue.

    Leave a Comment:




    Past Due 
    Accounting | 2015-01-19 | Chandra | #26849 |

    Email past due $49.


    2015-03-06 | chandra.t
    Candy updated CC over phone, paid past due.
    2015-02-18 | chandra.t
    LV.

    Leave a Comment:




    Rosie- email closed
    Tickets | 2014-11-26 | Coast Dental Group | #25244 |

    Hi.
    Could you please set up Rosie, an employee, with and email address. What info do you need from us to do so.
    Thanks,
    Tina


    2014-11-27 | leanne.p
    created the email and sent an email with email login.

    Leave a Comment:




    Past Due closed
    Tickets | 2014-09-30 | Chandra | #23888 |

    Email past due $49


    2014-10-29 | chandra.t
    Doctor updated CC via fax, paid past due

    Leave a Comment:




    Typo on office adress closed
    Tickets | 2014-09-17 | Coast Dental Group | #23581 |

    the street address is 10521 Valley View Street, the web site has it listed as Vallery


    2014-09-17 | chandra.t
    updated

    Leave a Comment:




    Plugin codes-patient forms closed
    Tickets | 2014-08-01 | Coast Dental Group | #22362 |

    I have plugin codes or links that we need updated to replace the current patient forms and health history on our site. the links were sent to me via email and need to forward them to a tech to get them loaded.


    2014-08-01 | ha.l@optizign.com
    Updated the patient forms page and emailed client the How to link instructions.
    2014-08-01 | ha.l@optizign.com
    Had her email it to support

    Leave a Comment:




    Support Ticket 
    Notes | 2014-05-09 | Olivia | #11813 |

    -Add yelp icon


    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:

    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

  • 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:
    Concept: 2016-03-11
    Approved:
    Add to Upwork
    Add Developer to Temp Site
    Review: 2016-03-30
    Design # and Download:
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake: 2000-03-23
    Live Online: 2000-01-03
    Analytics Setup: 2000-01-01
    Analytics Report or Jetpack Setup: 2000-01-01
    Analytics ID:
    Google Account

    Analytics by Client
    Custom Content
    Ordered Topics: (please submit a separate ticket)
    ADDITIONAL EMAIL TO:


    Additional Recipients:




    Previous Concepts:
    Additional Recipients:

    Message for Client:

    Task for Developers:




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



    ADDITIONAL EMAIL TO:

  • MILESTONES
    Website Backup: 2016-02-05
    Introduction:
    Questionnaire: 2016-01-13
    Concept: 2016-03-11
    Approved: 2016-03-17
    Developed: 2016-03-29
    Sitemap, Submissions, 301:
    Check Other Products:
    Analytics Applied:
    Review: 2016-03-30
    DC is Ready: 2016-03-31
    DC is Live: 2016-04-04
    Cancelled
    Previous Design #

    Previous Site Removed: 2017-11-07
    Previous Location:
    Previous Subdomain:
    Godaddy / 360 Sites / 360 Temp

    Previous FTP USER

    Previous FTP PW

    ADDITIONAL EMAIL TO:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


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

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



  • 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:



    ADDITIONAL EMAIL TO:




    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:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

    Message for Client:
    Instructions to Place on Website (ticket)
  • Username: Password:
    Reviewed:
    Placed on Website:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    CSR: Pagely Ticket Created:
    Domain Mapping: DB Search & Replace:
    Active/Completed:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

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

  • Marketing




    STEPS
    Ordered: 2016-04-05
    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
    2016-03-17

    Videos


    Marketing
    2016-04-05

    Reputation


    Facebook
    2016-01-06

    Google Plus
    2016-01-06

    Blog
    2016-01-06

    SEO


    Logo


    SPK

    DC
    2016-01-06
    2016-01-07
    Email
    2000-01-01

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2016-04-20 | Danny | Video Inquiry


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2016-04-04 | Danny | Marketing (Google Adwords)


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-04-05 | tri.l
    sweet
    2016-04-05 | danny.n
    had the ph conf. Confirmed to go with $750/m targeting a 3 mile coverage with mobile.
    2016-04-05 | tri.l
    created
    2016-04-04 | danny.n
    Tri, can you create a marketing analytic for me asap. I want to send this to Candy to review before our scheduled ph conf tomorrow. Thanks! I'm looking at $500/m for her area so go with that in the proposed budget but show others around her how much they are spending. There are nearby cities since cypress is small so look nearby too.
    2016-04-04 | danny.n
    "How about tomorrow 12:00 or after lunch 2:00 are you available?"
    Estimates | 2016-01-04 | Justin | Website Estimate Ordered

    Custom Gold (Recommended)


    Initial: 2 Payments of $1,499
    Monthly: $79/m


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site Optimization

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x **3 Months Waived (Authorized by Justin N.) - 30 Day Money Back Guarantee - No Contract

    Social Marketing

    Regular Price:

    Initial: Payments of $0
    Monthly: $149/m

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    1 Custom Unique Blog Article Created/Posted Per Month (SEO Focused)

    Regular Price:

    Initial: Payments of
    Monthly:

    Coast-Dental-Group

    COMMENTS:

    2016-01-06 | justinn
    Spoke with candy - answered all her questions - educated her abit more regarding website & the proposal - everything looks good - shes going to send over the proposal - she knows Danny has been speaking with Dr. Clara and that Candy sent the request to BP for them to give Danny access (she mentioned)
    2016-01-05 | justinn
    opened via sidekick
    2016-01-05 | justinn
    Thanks for the info you provided Justin, I will discuss with Dr. Clara and keep you posted, I believe that 2016 will be the year that Optimized360 will get us where we need to be, with that said I t looks like we might be coming back.
    2016-01-04 | justinn
    opened via sidekick