Joseph Packer, DDS l Packer Endodontics 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: 100024
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

Cancel Account closed
Task: Other | 2017-03-14 | Chandra | #71384 |

Cancel account due to non-payment.

2017-04-13 | chandra.t
Lynn called to process past due balance and close out account.
2017-04-11 | catherine.c
no statuscake, emails, videos. domain autorenew turned off, fwd to optimized360.com
2017-04-07 | chandra.t
Charges stopped.
2017-03-15 | catherine.c
no emails.

Leave a Comment:

Past Due
Accounting | 2017-01-17 | Chandra | #67361 |

Email past due $49 for web.

2017-04-13 | chandra.t
Lynn updated CC via phone (Visa ending in 6825), paid past due.
2017-02-17 | chandra.t
LV.

Leave a Comment:

Past Due
Accounting | 2016-07-12 | Chandra | #54950 |

Email past due $49 for web.

2016-10-27 | chandra.t
Doctor updated CC via fax (Visa ending in 1364), paid past due.

Leave a Comment:

marketing Analytic
Notes | 2016-06-24 | Tri L | #53945 |

created
dr-joseph-packer

2016-06-24 | tri.l
pls review and send

Leave a Comment:

New Location – Urgent closed
Ticket: Website | 2015-10-12 | Chandra | #39608 |

Phone edit they have relocated. Please update phone number on site to reflect 760-436-4561 and address to 760 Garden View Suite 210 Encinitas, CA 92024. Update city all over website from “Aliso Viejo” to “Encinitas”. Remove office building image on Contact Us page and office photos on Home page(they will send updated ones, so please leave that option). Update Map. Home page – Make small banner/text “We’ve moved, please visit us at our new location 760 Garden View Suite 210 Encinitas, CA 92024 and link to Contact Us page. Please call Sherry when completed/questions. 949-610-6010.

2015-10-12 | rod.l
Ticket has been completed. Closing ticket.

Leave a Comment:

Complimentary Analysis closed
Tasks | 2015-09-25 | Michael K. | #38831 |

I emailed a complimentary analysis, which shows the adwords budgets of competitors in the area, lack of mobile traffic that suggests poor mobile rankings due to not being mobile friendly, also lack of social media and info on how social media can improve traffic and conversions.
ComplimentaryAnalysis_PackerEndo_Sept2015

2015-10-07 | danny.n
show him IrvineEndodontics.com . they are dominating 1st page.
2015-10-07 | michael.k
Spoke with Brad and he said he would talk to Dr Packer today and make sure he received it. Called the office line and went straight to voicemail, left message.

Leave a Comment:

Mobile Website Estimate
Notes | 2015-06-29 | Belinda | #34557 |

Hello Dr. Packer,

I was reviewing your website and account and noticed that you do no have a mobile version set up for the site. Was that something you were looking into? Reason why I bring this up is because Google has officially started to rank websites with the mobile version.

If your website does not have a mobile version, then your competitors with one will show up higher in the mobile searches on Google. And in Orange County about half of our website visitors are coming from cell phone searches as well.

Please let me know if you would like to get started on this, as the process takes about 3-5 business days.

Leave a Comment:

FTP – Robot closed
Task: Website | 2015-06-22 | Justin | #33924 |

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 | #31528 |

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

2015-07-16 | rod.l
Ticket has been completed. Closing ticket.
2015-07-15 | rod.l
Link should take you to the back-end now.
2015-07-15 | developernidhi
Its not working. It is opening the website itself.
2015-07-14 | rod.l
Autologin should be working now.
2015-07-11 | developernidhi
Wordpress Link is not working!
2015-07-10 | chandra.t
Please remove "Legal Notices" text in the footer.

Leave a Comment:

Past Due
Accounting | 2014-11-13 | Chandra | #24865 |

Email past due, Sherri called to update cc, card invalid

2014-11-14 | chandra.t
Updated CC via fax, paid past due.

Leave a Comment:

Please Forward Dr. closed
Tasks | 2014-10-14 | Justin | #24165 |

How to access their control panel, thank you

2014-10-14 | ha.l@optizign.com
please, update the ticket.
2014-10-14 | justin.n
Ok, thank you I will remember from here on - going to inform the client via phone rn
2014-10-14 | dawn.m
Justin, all clients can access control panel from our website, in the upper right hand corner there is a "lock" icon. We do not have access to any clients passwords. Username is domain name. They can reset password on the login page.

Leave a Comment:

Sherry Called
Notes | 2014-10-14 | Justin | #24164 |

Office Manager – wanted to get some edits done – asked how to go about it – super nice

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. Joseph Packer, 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. Joseph Packer, 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. Joseph Packer, 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://packerendo.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:
Concept:
Approved:
Add to Upwork
Add Developer to Temp Site
Review:
Design # and Download:
Image Optim:
Website is Ready: checked
Cancelled

Sitemap, Submissions, 301:
Update Other Products:
Status Cake: 2000-04-23
Live Online: 2000-01-09
Analytics Setup: 2000-01-01
Analytics Report or Jetpack Setup: 2000-01-01
Analytics ID:
Google Account
optimized360
Analytics by Client

Custom Content

Ordered Topics: (please submit a separate ticket)

ADDITIONAL EMAIL TO:
Hello Dr. Joseph Packer, 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=100024 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. Joseph Packer, 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. Joseph Packer, 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: j7aa2407128647.360sites.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. Joseph Packer, 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://7aa.ab2.360sites.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. Joseph Packer, 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://packerendo.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. Joseph Packer, 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. Joseph Packer, 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. Joseph Packer, 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: j7aa2407128647.360sites.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. Joseph Packer, 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://7aa.ab2.360sites.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. Joseph Packer, 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://packerendo.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. Joseph Packer, 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. Joseph Packer, 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: packerendodontics@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. Joseph Packer, 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. Joseph Packer, 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. Joseph Packer, 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. Joseph Packer, 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. Joseph Packer, 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. Joseph Packer, 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

Packer Endodontics

Alt. Contacts

Team

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

DOMAIN INFO

LATEST NOTES

Leave a Comment:

Leave a Comment:

Leave a Comment:

Leave a Comment:

Leave a Comment:

Leave a Comment:

Leave a Comment:

Leave a Comment:

Leave a Comment:

Leave a Comment:

Leave a Comment:

Leave a Comment:

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