Brent J. Porter, DDS l Brent J. Porter, DDS 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: 100316
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

Close Account closed
Task: Website | 2018-01-04 | Chandra | #113752 |

Please close out the account.

2018-02-12 | catherine.c
files/DB/htaccess saved in dropbox cancelled, removed from manageWP
2018-02-12 | catherine.c
no forms, removed post, no social - empty links.
2018-02-06 | chandra.t
Removed from StatusCake, Jotform, and Analytics.
2018-01-04 | catherine.c
we do not have domain. removed domain from godaddy site.

Leave a Comment:

Cancellation
Accounting | 2017-10-24 | Chandra | #98330 |

Dr. Porter called and stated he had canceled in January and wanted to be refunded months thereafter. I reviewed the account and no cancellation notice was sent and informed him we can cancel the account now. Emailed him cancellation confirmation and stopped charges.

Leave a Comment:

request transfer out domain closed
Task: Website | 2017-01-13 | Catherine C. | #67161 |

Called requested transfer domain. They are sending email to us from their host with code.

2017-01-13 | catherine.c
Initiated transfer. Requested Karen to confirm when accepted.
2017-01-13 | catherine.c
Going to another GoDaddy acct:
Email Address: domains@businesspromotion.com
Cust ID: 130641334
Mark Domain Contact Information as “Use details from specified customer account“
Mark "Keep the current name servers"

Leave a Comment:

Phone Call
Notes | 2016-11-18 | Desirae.G | #63529 |

Kenzie called and requested the vector version of their logo. I see that the Dr. did not order logo with us and I could not find it in our files. Belinda is looking into this and will contact Kenzie.

Leave a Comment:

YouTube Video
Design | 2016-09-28 | Belinda | #60051 |

Added a youtube video via telephone https://www.youtube.com/watch?v=bUphQFD1JPY

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Past Due
Accounting | 2016-04-04 | Chandra | #48159 |

Email past due $107 for web.

2016-05-06 | chandra.t
Doctor updated CC via fax (Visa ending in 6745), paid past due.

Leave a Comment:

Past Due
Accounting | 2016-01-04 | Chandra | #43160 |

Email past due $107 for web.

2016-01-04 | chandra.t
Doctor updated CC via phone, paid past due.

Leave a Comment:

Monthly Fee Increase Update
Accounting | 2015-08-04 | Chandra | #36430 |

Adjusted monthly fee –
$20 > $29 for social

Leave a Comment:

FTP – Robot closed
Task: Website | 2015-06-23 | Justin | #34149 |

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.

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Add Email closed
Tasks | 2015-05-29 | Justin | #32742 |

Please add: smile@brentjporterdds.com below the number on the Contact Us Page

They want the appointment request submissions to go to the email above as well

Leave a Comment:

Remove Legal Notices closed
Tasks | 2015-04-23 | Justin | #31383 |

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

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Email: Your Website is Live
Design | 2015-04-21 | Belinda | #31144 |

Hello Dr. Porter,

Congratulations! Your website (brentjporterdds.com) is now live and visible to the public.

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): brentjporterdds.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: cavtyfre@sbcglobal.net

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:

Please Assign Designer – Mobile Website closed
Tasks | 2015-04-17 | Justin | #31014 |

Leave a Comment:

New Order (Constant Contact Promo) – Mobile Website closed
Tasks | 2015-04-17 | Justin | #31013 |

Mobile: $1,000 + $29/m**
(2 payments of $499)
**2015 Monthly Waived

2015-04-17 | chandra.t
Charged.

Leave a Comment:

Mobile Website (Constant Contact Blast)
Leads | 2015-04-17 | Justin | #31012 |

Spoke with Karen – very nice – asked questions about mobile – told her the importance and benefits of it – wants to set up an email for the office – they are currently still using gmail – will call me back to see if they will move forward with mobile website design

Leave a Comment:

Website Live closed
Tickets | 2015-04-17 | Brent J. Porter, DDS | #31010 |

Please allow our website to go live. Thank you very much for your assistance.

2015-04-21 | belinda.t
Domain was transferred, updated CP. Changed DNS/A record to gateway.
2015-04-21 | belinda.t
Pref Hostname IP Address TTL 10 brentjporterdds.com 198.66.254.143 60 min Blacklist Check SMTP Test
2015-04-21 | belinda.t
Need updated password for domain.

Leave a Comment:

Missed Call closed
Tasks | 2015-03-13 | Chandra | #28908 |

Kim called while you were away, please call 831-459-9802.

2015-03-19 | leanne.p
emailed karen stating that the domain has successfully transferred over to our account.
2015-03-19 | leanne.p
she asked if she stills owns the domain. I said we technically own it since it is in our account but we are able to release to her whenever she would like it back. We can provide paperwork if she would want that. (approved by Belinda)
2015-03-13 | leanne.p
received the email from Wayne and the domain is currently being transferred. Emailed karen to inform her of the transfer and will update her once we have it in our account.
2015-03-13 | leanne.p
called in regards to the domain transfer. Told her still waiting on wayne to forward me the godaddy transfer email. Called wayne at (415)751-8323 and left message with carla to call me back or respond to my email.

Leave a Comment:

Facebook Updated Link closed
Tickets | 2015-02-24 | Justin | #28091 |

https://www.facebook.com/pages/Brent-J-Porter-DDS/1399796736993843

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Email: DNS Change Instructions
Design | 2015-02-20 | Belinda | #28021 |

Hello Dr. Porter, DDS,

Currently your website is not accessible to prospective patients and/or search engines. We strongly recommend on making your website visible to start building a history online. The sooner this is done, the better it is for your site.

Please let us know if you would like to go live and we will walk you through the steps.

Design Team
Optimized 360
ph. 1-800-997-9368.

2015-03-13 | leanne.p
emailed wayne to follow up on that domain transfer email or codes on the email.
2015-03-09 | leanne.p
oops.. comment below is not for dr. porter.. it was for dr. vitarelli---v
2015-03-09 | leanne.p
eager to make the website live but told him due to the domain transfer, i will be able to make it live by the end of this week or beginning of next week. apologized because thought we could make it live today.
2015-03-06 | leanne.p
emailed wayne@mediaprosf.com on behalf of karen in order to do the domain transfer. asked him to unlock, change email and provide epp code (if it changes)
2015-03-06 | leanne.p
Epp Code: 5a05490b8eec9a1!

Leave a Comment:

Email: Your Website is Ready
Custom Ready | 2015-02-17 | Olivia | #27876 |

Hello Dr. Brent J. Porter, DDS,

Thank you again for working together with me on designing your website. Your website is currently password protected and is not viewable to the public until you approve to do so. To view your site you will need to first login to your control panel. Please follow the instructions below to do so:

LOGGING IN

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

Username (your domain): brentjporterdds.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: cavtyfre@sbcglobal.net

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:

Download files to Design Numbers
Design | 2015-02-17 | Olivia | #27875 |

Per Dawn’s request, I downloaded the wp-content and database to design numbers. Closed out the elance project and emailed client about the website being ready for review

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Social Media Access
Notes | 2015-01-30 | Justin | #27277 |

Spoke with Dr. – he wants to delegate Steve Miller to have access to the social media to make postings to the socials – Steve will contact me

2015-02-02 | dawn.m
Here are all of the Social Media links that we need to make sure are on the new website: Google Plus: https://plus.google.com/118052789900906125805/about?hl=en Facebook: https://plus.google.com/118052789900906125805/about?hl=en Twitter: https://twitter.com/BrentJPorterDDS Instagram: http://instagram.com/brentjporterdds

Leave a Comment:

Client Follow Up closed
Tasks | 2014-12-10 | Dawn | #25760 |

Still no word from the client. Never heard back from them since the previous note was left. Please try to follow up and let me know if you hear from them. Thank you

2015-01-20 | justin.n
Called Dr - was on hold - he said he would call me back - told Dawn - Dawn said they will touch base next week - closing ticket
2015-01-06 | dawn.m
-justin please let me know if you have heard from or followed up with client.
2014-12-30 | dawn.m
-please update status

Leave a Comment:

Client Follow Up closed
Tasks | 2014-09-30 | Dawn | #23863 |

-have not heard from client in over 2 months. Seemed close to approval however wanted a different background picture. Very busy/hard to get a hold of.

2014-10-01 | justin.n
(continued note) Will transfer to you
2014-10-01 | justin.n
Spoke with front desk - Dr will call me in a few minutes

Leave a Comment:

Design Drafts
Design | 2013-11-20 | Dawn | #6762 |

-7/30/14-LM for dr at front desk and on cell

-5/15/14-Spoke with dr. Porter, will call him at 1pm today Back phone: 831-459-9810

-4/11/14 – Spoke with Dr. POrter, will send edits next week, walked them through logging into online editor

-4/9/14 – LM for Dr. Porter, spoke with dr. will send email for logo, available fridays at 10am and gave me his number so I will call him then.

-3/20/14-LM for Dr. Porter, Dr. Porter Called while I was with Dr. F, Called back and left him a message

-3/14/14-Sent f/u to Dr. Porter. Did not know he called last week otherwise would have followed up sooner.

– 03/7/14 – Dr. called (Dawn out of the office), said he will call back on Monday 3/10 – Chandra

-2/28/14 LM For Dr. Porter

-1/31/14 – LM for Dr. Porter

-Karen called today asking about the online editor. Also said they will be making notes for the design and picking up process again.

-1/16/14 – sent follow up email

-Spoke with Dr. Porter, likes the new design we did but certain aspects from his old site. Likes the font and logo and size of logo from his current website. Told him it wasn’t a problem that if he could send me the original files for his logo I could use it. Wants to have a nice balence with the age groups young children-teen. Will take a nother look and get back to me. Also wants to show his wife.

-no longer wants video on home page, no wisdom teeth up front.

Send Dr. recreation of his current website and another design that is similar but not his exact website so he can compare

2015-02-04 | dawn.m
-karen called, wanted to change menu font, color of buttons on bottom and minor text change to the logo. sent on static draft so dr. could get a more accurate size since he asked to incease the size of the logo further.
2015-02-03 | dawn.m
-emailed dr. updated draft with new social icons and photos
2015-01-30 | dawn.m
-spoke with steve, will email over the social media links to me -creating some kind of app for the doctor that the patient will go to, submit a photo or something and it will automatically update to social media, clarified with him that this app is completely indepenedent from the website. -steve also mentioned that the dr would like to have a facebook feed incorporated into website later on. called and spoke with dr. was very confused about anything technical and can get frustrated very easily. let him know that I can do what he is asking for by putting the feed on an individual page so keep it simple. dr. was okay with that and I will move forward with the other edits.
2015-01-30 | dawn.m
-called dr. porter, really like the website and just wanted to add all social media icons to top and find more beach realated photos for the 4 icons. -also wanted me to reach out to their social media person to make sure they will have access to a particular plugin they are using for their social media management -Steve: steve@socialdental.com//801-362-5207
2015-01-16 | dawn.m
-doctor just called in asking for admin access to the website for a social marketing guy he is working with. Told him we do not provide admin access however we can update codes, etc. for him if he submits a ticket. -Also let him know that either way, we are not his current website host and have not yet finished the design process. Let him know we have tried numerous times to follow up but was not able to reach him. -Asked me to call him on 1/30 at 10am to discuss the design and get it finished, in the meantime he will need to contact his current website host in regards to current admin access.

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. Brent J. Porter, 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. Brent J. Porter, 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. Brent J. Porter, 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://brentjporterdds.com If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Thank you!
FTP / Logins

Website Location:
Godaddy / 360 Sites
Subdomain

FTP USER

FTP PW

Shared Dropbox

Domain Information

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

Alias Info
Registrar Login

Milestones

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

Sitemap, Submissions, 301: 2000-01-01
Update Other Products:
Status Cake: 2000-09-12
Live Online: 2015-04-21
Analytics Setup: 2016-03-30
Analytics Report or Jetpack Setup: 2015-04-21
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-62082324-1', 'auto'); ga('send', 'pageview'); </script>
Analytics by Client

Custom Content

Ordered Topics: (please submit a separate ticket)

ADDITIONAL EMAIL TO:
Hello Dr. Brent J. Porter, 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=100316 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. Brent J. Porter, 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. Brent J. Porter, 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: c1d72410041716.360sites.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. Brent J. Porter, 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://c1d.7e8.360sites.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. Brent J. Porter, 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://brentjporterdds.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. Brent J. Porter, 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. Brent J. Porter, 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. Brent J. Porter, 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: c1d72410041716.360sites.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. Brent J. Porter, 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://c1d.7e8.360sites.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. Brent J. Porter, 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://brentjporterdds.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

awda

ADDITIONAL EMAIL TO:

Hello Dr. Brent J. Porter, 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. Brent J. Porter, 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: cavtyfre@sbcglobal.net 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

awda
Logo Milestones

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

ADDITIONAL EMAIL TO:

Hello Dr. Brent J. Porter, 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. Brent J. Porter, 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. Brent J. Porter, 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. Brent J. Porter, 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. Brent J. Porter, 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

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ADDITIONAL EMAIL TO:
Hello Dr. Brent J. Porter, 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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KEYWORDS

ORDERED/PAID

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Mobile
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360 Plan

Leads | 2015-04-17 | Justin | Mobile Website (Constant Contact Blast)

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