David R. Reesman, DDS l David R. Reesman, D.D.S., Ltd. 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: 100202
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

remove FB page closed
Marketing | 2018-01-18 | Catherine C. | #116341 |

Please delete the Facebook page you created for us.

https://www.facebook.com/North-Bay-Dental-148909795152324/

2018-01-18 | catherine.c
emailed Beth:
Hi Beth,
We have looked in our records and we did not create this Facebook page. We created this one.
https://facebook.com/pages/North-Bay-Dental/598023846882770
This is the old login that we have for the above Facebook page:
snnorthbaydental@gmail.com // reesman262
Please contact Facebook to see if they can help delete this page. Let us know if you have any questions. Thank you!

Leave a Comment:

Stop All Products closed
Task: Website | 2017-04-03 | Danny | #72742 |

“”Fwd: Cancel All Web Hosting Services
———- Forwarded message ———-
From: Beth Harrass
Date: Mon, Apr 3, 2017 at 6:52 AM
Subject: Cancel All Web Hosting Services
To: support@optimized360.com

Thank you,
Beth Harrass
Business Manager, North Bay Dental
David Reesman D.D.S, LTD
“”

2017-04-26 | catherine.c
no post, 2 emails removed, no domain.

Leave a Comment:

Stop All Charges closed
Task: Website | 2017-04-03 | Danny | #72741 |

“Fwd: Cancel All Web Hosting Services
———- Forwarded message ———-
From: Beth Harrass
Date: Mon, Apr 3, 2017 at 6:52 AM
Subject: Cancel All Web Hosting Services
To: support@optimized360.com

Thank you,
Beth Harrass
Business Manager, North Bay Dental
David Reesman D.D.S, LTD
“

2017-04-03 | chandra.t
Charges stopped.

Leave a Comment:

Site not ours.
Notes | 2017-03-24 | Rod L. | #72171 |

We got an email from Godaddy that the site was compromised. Once checked, we found that northbaydental.com is hosted, designed and created by SmartBox Web Network (presumably). The site we are currently hosting on our servers is not accessible as the temporary domain goes to northbaydental.com which the client also controls. Consequently, any changes made to the site in our servers have no effect. If site (the one in our servers) needs to be removed, fixed, edited, please create a task.

2017-03-24 | catherine.c
ok, sounds good. will wait for her official notice. thanks.
2017-03-24 | danny.n
catherine, please see note on Mar 13. Beth wanted to reinstate which was on that date. Haven't received any official cancellation of account.
2017-03-24 | catherine.c
Danny, they wanted site and emails back after they cancelled first time. The site is officially not showing ours right now. Is this client good to close & cancel again?

Leave a Comment:

reinstate emails closed
Ticket: Website | 2017-03-16 | Catherine C. | #71621 |

beth requested to reinstate :

beth@northbaydental.com
office@northbaydental.com

2017-03-16 | catherine.c
email to beth:
We were able to retrieve the inboxes of the two emails. beth@ is working but office@ has an incorrect MX record. Since the domain was transferred out from us, settings may have changed.
It looks like that you may be using a Google App for emails. If you are, please set the same MX record settings for both beth@ and office@.
Password for beth@northbaydental.com is 360_beth

Leave a Comment:

Do NOT Cancel YET closed
Task: Accounting | 2017-03-13 | Danny | #71295 |

“My email and website are down due to cancellation of our web hosting. I did not finish with the cancellation and would like my web hosting reinstated until further notice. Thank you! – Beth”

Chan, please continue charging then until further notice from Beth.

2017-03-13 | chandra.t
Reactivated charges, next billing date 4/5/17 $107 for web.

Leave a Comment:

Cancel Account closed
Task: Other | 2017-03-06 | Chandra | #70889 |

“Please cancel my web hosting and refund my credit card on file $107.00 from the Feb 2017 change. optimized 360 is no longer hosting our website.” – beth@northbaydental.com (Beth Harrass)

2017-03-13 | catherine.c
“My email and website are down due to cancellation of our web hosting. I did not finish with the cancellation and would like my web hosting reinstated until further notice. Thank you! – Beth”
2017-03-13 | catherine.c
My email and website are down due to cancellation of our web hosting. I did not finish with the cancellation and would like my web hosting reinstated until further notice. Thank you! - Beth
2017-03-10 | catherine.c
4 emails removed.
2017-03-06 | chandra.t
Informed her, they did not send written a notice of cancellation but have stopped all charges as of today.

Leave a Comment:

transfer out domain closed
Ticket: Website | 2017-01-10 | Catherine C. | #66853 |

Please transfer our domain to the account below:

support@smartboxwebmarketing.com
customer number is 98695909

2017-01-10 | catherine.c
Ticket has been completed. Closing ticket.
2017-01-10 | catherine.c
transfer initiated. Requested Beth to confirm when they have accepted.

Leave a Comment:

site down closed
Ticket: Website | 2016-10-11 | Catherine C. | #60924 |

email from Beth Schneeweis. site down again.

2016-12-08 | rod.l
Catherine contacted client. Godaddy says its working on this issue for many different clients.
2016-12-08 | rod.l
Site is not down. Scan did not reveal anything. Will contact godaddy about the FTP settings.
2016-10-14 | catherine.c
Chance at godaddy cleaned .htaccess file. Had misc. characters. Site is back up. Pop up login screen still displays when try to install plugin. Emailed godaddy, waiting for their response.
2016-10-13 | catherine.c
northbay is down again. contacted godaddy, they restored back 2 days. Site not up yet but will restore more days.
2016-10-11 | catherine.c
while installing wordfence plugin, pop up window asks to enter FTP login. Emailed godaddy screen and waiting for them to remove popup.
2016-10-11 | catherine.c
Site is back working. Rod is scanning.

Leave a Comment:

CC Update
Accounting | 2016-07-26 | Chandra | #55807 |

Beth updated CC via phone (Amex ending in 3000).

Leave a Comment:

remove sitemap links closed
Task: Website | 2016-07-13 | Catherine C. | #55042 |

Please remove/hide list of links on bottom left corner of each page.

2016-07-15 | developerbrijesh
Done

Leave a Comment:

site down closed
Ticket: Website | 2016-07-11 | Catherine C. | #54912 |

We are still not able to access our web page. Please advise. See attached.

2016-07-13 | catherine.c
called GoDaddy. Paxton stated was a redirect issue. Disabled .htaccess file, set site live, then put back .htaccess file. Root dir was missing index.php file. He added it back in and site is now working.
2016-07-12 | catherine.c
Would you know why the site is down? A record is correct.
2016-07-11 | catherine.c
Emailed Beth - we are looking into this issue.

Leave a Comment:

add A record closed
Ticket: Website | 2016-06-08 | Catherine C. | #52816 |

I need to request that you contact your website hosting company (optizign.com) and have them put in a pointer.

portal.northbaydental.com > 198.12.156.232

2016-06-09 | catherine.c
added.

Leave a Comment:

Comp.Of Tickets& product intro. emailed
Notes | 2016-05-25 | Alec J. | #51910 |

Leave a Comment:

add email closed
Ticket: Website | 2016-05-23 | Catherine C. | #51726 |

bea@northbaydental.com

2016-05-23 | catherine.c
updated & emailed beth.
2016-05-23 | catherine.c
from beth: Will you please delete the drreesman@northbaydental.com and add bea@northbaydental.com?
2016-05-23 | catherine.c
Client has not paid $20/mo. They have total 6 emails currently. Emailed Beth, waiting for her response.
2016-05-23 | catherine.c
email added. waiting for confirm on email charges before responding to client.

Leave a Comment:

New emails closed
Ticket: Website | 2015-09-08 | Rod L. | #37946 |

Will you please reset password for amanda@northbaydental.com

and create a new email for sue@northbaydental.com

2015-09-14 | belinda.t
Has sales been notified of the additional charges for more emails? I don't see a task for the charge.
2015-09-09 | rod.l
Closing for now. Client knows about the extra charge.
2015-09-08 | rod.l
Emailed her about the additional charge if she would like more emails.
2015-09-08 | belinda.t
Yes
2015-09-08 | rod.l
Reset pass to: 6S1E5bGpId11
2015-09-08 | rod.l
Should I let them know of the charge? They currently have 6 emails with us.

Leave a Comment:

Monthly Fee Increase Update
Accounting | 2015-08-04 | Chandra | #36439 |

Adjusted monthly fee –
$79 > $49 for web
$10 > $29 for mobile
$10 > $29 for social

Leave a Comment:

FTP – Robot closed
Task: Website | 2015-06-23 | Justin | #34097 |

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

User-agent: ia_archiver
Disallow: /

Important for you to FLUSH CACHE in wordpress after the changes have been made.

2015-06-29 | justin.n
Ticket has been completed. Closing ticket.

Leave a Comment:

Mobile Friendly Inquiry
Notes | 2015-05-07 | Belinda | #32058 |

Beth emailed asking if their website was mobile friendly, confirmed that it is and have sent her a screenshot of Google’s mobile friendly test.

Leave a Comment:

Remove Shelley’s Email closed
Tickets | 2015-04-28 | Belinda | #31737 |

Please delete the email for shelley@northbaydental.com She is no longer employed here.

2015-04-28 | justin.n
Ticket has been completed. Closing ticket.

Leave a Comment:

Remove Legal Notices closed
Tasks | 2015-04-23 | Justin | #31571 |

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

Leave a Comment:

Email Login closed
Tickets | 2015-02-04 | Chandra | #27441 |

I am a client of yours with https://login.secureserver.net. I am unable to go into my account. I am at Shelley@northbaydental.com and need my password reset. Thank you

2015-02-04 | chandra.t
Reset pw and sent her credentials.

Leave a Comment:

Past Due
Accounting | 2014-12-05 | Chandra | #25571 |

Email past due $99

2015-01-06 | chandra.t
Beth updated CC over phone, paid past due.
2015-01-06 | chandra.t
LM with Beth.

Leave a Comment:

Tranfer Client
Accounting | 2014-12-04 | Chandra | #25481 |

Dr. Reesman is on our client list, transferred payments over from Solution21 $99/m billed on the 5th. Adriana from Solution21 confirmed the stopped charges over there.

Leave a Comment:

Email Password Reset closed
Tickets | 2014-10-28 | Chandra | #24451 |

Good Afternoon Frank,
Will you please send me the password for office@northbaydental.com – Beth beth@northbaydental.com

2014-10-28 | chandra.t
Sent reset password to email on file

Leave a Comment:

Create Email – via Frank closed
Tickets | 2014-09-29 | Chandra | #23825 |

Will you please create an email for Amanda Grandke (amanda@northbaydental.com)
Beth – beth@northbaydental.com

2014-10-02 | chandra.t
Updated.

Leave a Comment:

Please Call closed
Tasks | 2014-08-14 | Chandra | #22735 |

Tim left a voice mail regarding the MX record, please contact him 414-281-9192

Leave a Comment:

MX Record Change Request via Frank, via IT team closed
Tasks | 2014-07-28 | Olivia | #22245 |

Frank,

I think we or I have gotten a little mixed up…

I checked the mx and spf records and it doesn’t look like it is showing up.

I am looking for northbaydental.com records… I was informed that you didn’t have access to the back end for “reesdent.com”. So I informed beth that the emails would need to be address@northbaydental.com, She agreed with that change.

mx
http://mxtoolbox.com/supertool.aspx?action=mx%3azixvpm.northbaydental.com
spf
http://mxtoolbox.com/SuperTool.aspx?action=spf%3anorthbaydental.com

Also, I do not recall if we talked about hosting the emails, do you host the mail server?

If so,

I am going to need the following accounts setup:
office@northbaydental.com
beth@northbaydental.com
shelly@northbaydental.com
davidreesman@northbaydental.com
reesmandental@northbaydental.com

Also I am going to need the smtp, pop, imap server(s)/ports/auth.

2014-07-30 | belinda.t
- added TXT
2014-07-30 | belinda.t
- added MX per tim@descodental.com - tim would like to adjust TXT file but will send
2014-07-29 | ha.l@optizign.com
Created emails: office@northbaydental.com shelly@northbaydental.com davidreesman@northbaydental.com reesmandental@northbaydental.com beth@... already existed. Emailed login credentials to client.
2014-07-28 | ha.l@optizign.com
Client has domain http://reesdent.com with s21. same site.

Leave a Comment:

Zoho Charges
Zoho | 1991-01-07 | Sean | #20072 |

4.04.13 – VIP: $5-000 + $99/m (Charged by Chelsea)

Leave a Comment:

Zoho ID
Zoho | 1991-01-06 | Sean | #20071 |

840057000000091273

Leave a Comment:

Zoho Social
Zoho | 1991-01-05 | Sean | #20070 |

snnorthbaydental@gmail.com // reesman262

FACEBOOK:
https://facebook.com/pages/North-Bay-Dental/598023846882770

TWITTER:
Tweets by NorthBayDent

BLOG:
reesdent.blogspot.com/

GOOGLE:
https://plus.google.com/113770436840346053402/about

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. David R. Reesman, 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. David R. Reesman, 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. David R. Reesman, 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://northbaydental.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: 2000-01-01
Approved:
Add to Upwork
Add Developer to Temp Site
Review:
Design # and Download:
Image Optim:
Website is Ready: checked1/1/2000
Cancelled

Sitemap, Submissions, 301:
Update Other Products:
Status Cake: 2000-03-11
Live Online: 2001-01-01
Analytics Setup: 2000-01-01
Analytics Report or Jetpack Setup: 2000-01-01
Analytics ID:
Google Account
optizign3 <script> (function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){ (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o), m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m) })(window,document,'script','//www.google-analytics.com/analytics.js','ga'); ga('create', 'UA-55016375-1', 'auto'); ga('send', 'pageview'); </script>
Analytics by Client

Custom Content

Ordered Topics: (please submit a separate ticket)

ADDITIONAL EMAIL TO:
Hello Dr. David R. Reesman, 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=100202 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. David R. Reesman, 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. David R. Reesman, 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: e0e62406530820.360sites.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. David R. Reesman, 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://e0e.67b.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. David R. Reesman, 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://northbaydental.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. David R. Reesman, 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. David R. Reesman, 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. David R. Reesman, 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: e0e62406530820.360sites.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. David R. Reesman, 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://e0e.67b.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. David R. Reesman, 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://northbaydental.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

sn: northbaydental@gmail.com // reesman262

ADDITIONAL EMAIL TO:

Hello Dr. David R. Reesman, 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. David R. Reesman, 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: https://www.facebook.com/pages/North-Bay-Dental/598023846882770 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: https://twitter.com/NorthBayDent Username: https://twitter.com/NorthBayDent Password: Email: Reesmandavid@yahoo.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

sn: northbaydental@gmail.com // reesman262
Logo Milestones

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

ADDITIONAL EMAIL TO:

Hello Dr. David R. Reesman, 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. David R. Reesman, 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. David R. Reesman, 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:
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ADDITIONAL EMAIL TO:
Hello Dr. David R. Reesman, 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

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ADDITIONAL EMAIL TO:
Hello Dr. David R. Reesman, 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:

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ADDITIONAL EMAIL TO:
Hello Dr. David R. Reesman, 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
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Marketing

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Ordered:
Account:
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Ad Setup
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SEARCH ENGINES
Adwords
Yahoo/Bing
Remarketing
Display (generic)
Video
Mobile
Other Campaigns (see notes)

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KEYWORDS
ORDERED/PAID

Template

Website
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Mobile
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Marketing

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SEO

Logo

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SSL Security

ADApt

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360 Plan

David R. Reesman, D.D.S., Ltd.

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

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