Robert Topper l Boca Vein Center 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: 100639
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

Cancell Web/Mobile closed
Task: Other | 2016-08-11 | Danny | #56962 |

client switched over to another company.

2016-08-18 | catherine.c
done.

Leave a Comment:

Stop all charges closed
Task: Accounting | 2016-08-11 | Danny | #56961 |

2016-08-11 | chandra.t
Charges stopped.

Leave a Comment:

Initiate GoDaddy Transfer closed
Ticket: Website | 2016-08-10 | Danny | #56914 |

please initiate a GoDaddy to GoDaddy domain transfer. Please let me know once done so i can notify her to accept the transfer.

ACCT # = 127306327 email = dscharbo@dpboca.com

2016-08-10 | catherine.c
done.

Leave a Comment:

Domain Transfer Request
Notes | 2016-08-09 | Danny | #56861 |

“Hello Danny
A few months ago I had mentioned we would be transitioning both the Boca Vein Center and the DermPartners domains to our own hosting once the redesigns were complete. We are ready to move one domain at this time:
www.bocaveincenter.com

Please let me know what needs to be done to facilitate this and if you need anything formal in writing from them.

Thank you

Deb Scharbo”

Leave a Comment:

Comp.Of Tickets& product intro. emailed
Notes | 2016-04-25 | Alec J. | #49617 |

Leave a Comment:

Pause Adword closed
Task: Sales | 2016-04-22 | Danny | #49553 |

Chan, please pause the Adword Campaign. LMK when done so i can email Amber at the office to confirm.

2016-04-22 | chandra.t
OM campaign and charges stopped.

Leave a Comment:

Pending Adword Cancellation and Website
Notes | 2016-04-13 | Danny | #48882 |

“Good afternoon,

I would like to cancel our Google Ad Words. But I don’t want it canceled until the end of our billing cycle, which is the 25th. We pay on the 26th of each month. I would like the billing to be stopped as of April 26, 2016.

Thank you

Amber Guzman”

2016-04-13 | danny.n
Deb from Dr. Shari Topper (Dr. Robert Topper's wife) office, they are in process of having a local company redesign their site and since they are doing it, they will have Dr. Robert transfer too. Will let me know when to officially cancel.

Leave a Comment:

Pause OM
Marketing | 2015-10-27 | Chandra | #40438 |

Past due, paused campaign.

2016-01-06 | chandra.t
They campaign has been un-paused since Nov 5 2015.
2016-01-06 | danny.n
Chan, is this campaign paused or active? it shows paused here but CP icon still shows active. LMK. I have a ph conf with the dr later on today. thx

Leave a Comment:

Past Due
Accounting | 2015-10-27 | Chandra | #40437 |

Email past due $1000 for OM.

2015-11-05 | chandra.t
Re-ran CC, payment processed and account is current.

Leave a Comment:

Un Pause OM
Marketing | 2015-10-21 | Chandra | #40151 |

Account is current, un-paused campaign.

Leave a Comment:

Pause OM
Marketing | 2015-09-28 | Chandra | #38915 |

Past due, paused campaign.

Leave a Comment:

Past Due
Accounting | 2015-09-28 | Chandra | #38914 |

Email past due $1000 for OM

2015-10-21 | chandra.t
Re-ran CC, payment processed.

Leave a Comment:

Mobile Website Showing on PC
Notes | 2015-09-09 | Belinda | #37980 |

Amber called mentioning she sees mobile version on multiple computers. When I clicked on it, it shows desktop version.

Updated all plugins (not any mobile theme switcher) and she saw the correct version. Mentioned to her that everything looks fine but to give us a call or send email if she does see this occurence again.

Leave a Comment:

Adword Revision closed
Ticket: Website | 2015-06-30 | Danny | #34594 |

Dr. F, I’ve made 2 revisions per client’s request below myself, didn’t want to bother you since you had issues working on your device. Thought i’d do it since its just pausing 2 keywords and revision of the Ad Description. Please review what i did if it is correct.

paused: “vascular surgeon” & “vascular surgery”
revised AD Desc to say:

Boca Raton Vein Surgeon
Eliminate Varicose Vein, EVLT
Advanced Spider Vein Treatment
BocaVeinCenter.com

“Good morning Danny,

In the keywords would you be able to take out Vascular surgeon and Vascular surgery. Along with the Ad description of Vascular Surgery. He is only a vein surgeon which has to do with the vascular system but he is not a vascular surgeon.

Thanks”

2015-06-30 | sean.f
Thank you

Leave a Comment:

Adwords (activate) closed
Task: Sales | 2015-06-24 | Danny | #34348 |

Adwords/Mobile/Display – $1,000/m
Boca Raton, FL: up to 10 miles

vascular surgeon, vascular surgery, spider vein treatment, vein treatment, sclerotherapy, endovenous laser treatment, EVLT, veingogh, varicose vein

I had told client by end of the week. Please let me know if you are available to do this. if not, i’ll postpone. thanks.

2015-06-27 | danny.n
Adword activation emailed to client
2015-06-27 | sean.f
Ad was setup including display

Leave a Comment:

Adwords (New Order) closed
Task: Accounting | 2015-06-24 | Danny | #34347 |

Adwords/mobile/display : $1,000/m
Boca Raton, FL

2015-06-24 | chandra.t
Set to charge 6/26/15.
2015-06-24 | danny.n
please place charge to start on Friday.

Leave a Comment:

Marketing Quote (revised)
Estimates | 2015-06-24 | Danny | #34346 |

see prior quote for notes. Approved via email.

Leave a Comment:

FTP – Robot closed
Task: Website | 2015-06-23 | Justin | #34242 |

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:

Email: Your Mobile Website is Ready
Mobile Ready | 2015-06-22 | Mitchell G | #33876 |

Hello Dr. Robert Topper,

Your Mobile Website is ready for your review. To view your website, please log onto your phone and visit your domain. If your website is not viewable to the public, you may log into our Control Panel on your smartphone to view the Mobile Website. Please follow the instructions below to do so:

LOGGING IN

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

Username (your domain): bocaveincenter.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: aguzman1@sflsurgical.com

MAKING CHANGES

Please note that the mobile version uses the same pages as the main site. 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:

Marketing Inquiry
Estimates | 2015-06-18 | Danny | #33775 |

Discussed with Amber on Adwords. Gave her a long response today with a quote for 5 miles and 10 mile radius which will include Adwords/mobile/display.

2015-06-22 | danny.n
responded to her that the 10 miles is $1,500/m not $1,000/m. it was a typo on my end. it was evident bc i had quoted her $750 for 5 miles and this is double the coverage. told her we can still do $1,000 but can cover about 7-8 mile radius. waiting on her response.
2015-06-22 | danny.n
"Good afternoon, I spoke with Dr. Topper and he would like to do the 10 mile radius for $1,000/ month. Please let me know if I need to do anything. Thanks Amber Guzman"
2015-06-19 | danny.n
I've responded to her prior to today showing her a print screen of Dr. Shari Topper's Ad.
2015-06-19 | danny.n
"Good morning, That is so weird. I searched yesterday and nothing came up. I searched it today and it came up and then I searched it again and it didn’t. Anyways, Dr. Topper said that he will think about it over the weekend and decide which one he wants to go with. The mobile site is already in the process of getting started correct? Thanks"

Leave a Comment:

Mobile (new project) closed
Task: New Project | 2015-06-18 | Danny | #33774 |

please start on developing the mobile.
email Amber when done: aguzman1@sflsurgical.com

Leave a Comment:

Mobile (new order) closed
Task: Accounting | 2015-06-18 | Danny | #33773 |

Mobile: $500 + $29/m
charge in full

2015-06-18 | chandra.t
Charged.

Leave a Comment:

Mobile Inquiry
Estimates | 2015-06-11 | Danny | #33439 |

Amber emailed asking how to get site to be mobile responsive. Responded with the quote above. Mobile Ad campaign was going to be sent out to all our clients that hasn’t have one yet, will be sent tomorrow so she will probably receive it as well.

2015-06-18 | danny.n
Agreed to move fwd with $500 + $29/m. No monthly waived. honoring rate that was given to his wife's practice (dr. shari topper)
2015-06-15 | danny.n
f/u with amber
2015-06-12 | danny.n
responded and told her i am able to honor that discounted rate.
2015-06-12 | danny.n
"Good morning Danny, I was talking to Jan, the marketing manager of DermPartners which is Dr. Topper’s wifes practice, and she told me that she paid $500 and $29/month fee. Is there a reason why we are getting charged double? Thanks Amber Guzman"

Leave a Comment:

Remove Legal Notices closed
Tasks | 2015-04-23 | Justin | #31328 |

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

2015-06-11 | justin.n
Ticket has been completed. Closing ticket.

Leave a Comment:

Change domain closed
Tickets | 2015-04-06 | bocaveincenter.com | #30421 |

I sent the login infor for our domain but I want to switch to your domain, Does that cost anything extra??

2015-04-16 | leanne.p
added drtopper.com as alias and updated name servers to default in our account.
2015-04-09 | leanne.p
FINALLY transferring domains. check back in a week.
2015-04-09 | leanne.p
approved of domain transfer for dr topper.
2015-04-08 | belinda.t
Once domain is transferred, please remove this domain from dnszones VPS account.
2015-04-08 | belinda.t
Once domain is transferred, please remove this domain from dnszones VPS account.
2015-04-08 | leanne.p
waiting for epp code and other key codes
2015-04-06 | leanne.p
got login credentials but asked if she would like to do a domain transfer for both. (alias one)

Leave a Comment:

It will not let me edit wesite closed
Tickets | 2015-04-03 | bocaveincenter.com | #30369 |

Everytime I click edit your website it tells me that the webpage is not available.

2015-04-03 | leanne.p
emailed client to provide login credentials or do a domain transfer into our account.

Leave a Comment:

Email: Regarding Your Domain
Design | 2015-02-24 | Belinda | #28095 |

Dear Dr. Topper,

Upon reviewing your account, I found that your domain is currently away from our registrar. We strongly recommend to transfer the domain to our registrar to ensure the best of services to your website, domain and email services with us.

If you would like to proceed with a transfer, the process is seamless and will not effect your website/email. The only information I would need is the username/password to your current registrar: register.com

Again, we strongly encourage for you to complete this transfer as we will be able to provide the best services this way. Thank you and I look forward to hearing from you.

Leave a Comment:

Past Due
Accounting | 2015-02-09 | Chandra | #27548 |

Email past due $49.

2015-02-12 | chandra.t
Amber updated CC via fax, paid past due.

Leave a Comment:

Email Inquiry
Estimates | 2015-01-20 | Danny | #26912 |

Amber emailed asking if we can refer to someone that can do a tri-fold brochure. Gave her quote that we can do it for our wbsite clients. Don’t promote it online but we do.

2015-01-29 | danny.n
called lm. Sent f/u email

Leave a Comment:

Create Google Analytics closed
Tasks | 2014-08-18 | Dawn | #22869 |

Hello please setup for this client. TY!

Leave a Comment:

existing ns
Notes | 2014-08-15 | Dawn | #22814 |

dns010.d.register.com
dns032.c.register.com
dns128.a.register.com
dns170.b.register.com

Leave a Comment:

Domain Login
Notes | 2014-08-15 | Dawn | #22813 |

Register. com

User: retmd

Pass: retmd58

Leave a Comment:

MX
Notes | 2014-08-15 | Dawn | #22812 |

NO RECORDS EXIST
-said they do not have emails associated with the domain.

Leave a Comment:

fb
Notes | 2014-07-23 | Dawn | #22170 |

https://www.facebook.com/pages/Boca-Vein-Center/1470439643171161

Leave a Comment:

Design
Notes | 2014-07-10 | Dawn | #21904 |

-Likes, http://dermpartnersbocaraton.com/, the soft colors (blue/brown) how services are included, quick contact form, include associations, their current website is too boxy, nothing to click on, rotating photos want to be more procedural.

-Logo, Boca Vein Center

-Services: VeinGough, Endovascular lasar treatment, sclerotherapy.

-We can get pictures and proprietary logos from EVLT and VeinGogh, two procedures that we offer. I like my wife’s website, DermPartners in Boca Raton. I am looking to attract both the cosmetic patient, for VeinGogh, which treats facial veins, and sclerotherapy, which treats spider veins on the legs, as well as the medical patient for EVLT, which treats varicose veins.

-I am looking to have a soft toned website that is geared toward cosmetic patients for the VeinGogh and sclerotherapy, as well as the medical patients for the treatment of varicose veins.

-Have signed consent from patients to use before and after photos

-7/10/14 Sent design questionnaire

2014-07-15 | dawn.m
-7/15/14 - Sent design to sachit

Leave a Comment:

New Design/Order closed
Tasks | 2014-07-10 | Danny | #21855 |

Leave a Comment:

Please Charge closed
Tasks | 2014-07-10 | Danny | #21854 |

2014-07-10 | yutis.s
Charged

Leave a Comment:

Design Note
Design | 2014-07-10 | Danny | #21853 |

– Please email amber the design questionnaire today. She will fill it out and await your phone call to discuss
– Design from scratch
– website makeover
– very very nice 🙂
– referred by our client Dr. Shari Topper (his wife)
– they have emails so please be aware

Leave a Comment:

Website Design
Sales | 2014-07-10 | Danny | #21852 |

$2,000 + $49/m

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. Robert Topper, 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. Robert Topper, 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. Robert Topper, 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://bocaveincenter.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
drtopper.com // us Registrar Login

Milestones

Introduction:
Questionnaire:
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:
Design # and Download:
Image Optim:
Website is Ready: checked
Cancelled

Sitemap, Submissions, 301: 2000-01-01
Update Other Products:
Status Cake: 2000-11-06
Live Online:
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. Robert Topper, 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=100639 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. Robert Topper, 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. Robert Topper, 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: d99b2407055075.360sites.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. Robert Topper, 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://d99.b69.360sites.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. Robert Topper, 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://bocaveincenter.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. Robert Topper, 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. Robert Topper, 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. Robert Topper, 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: d99b2407055075.360sites.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. Robert Topper, 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://d99.b69.360sites.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. Robert Topper, 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://bocaveincenter.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. Robert Topper, 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. Robert Topper, 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: aguzman1@sflsurgical.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. Robert Topper, 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. Robert Topper, 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. Robert Topper, 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. Robert Topper, 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. Robert Topper, 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. Robert Topper, 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: 2015-06-24
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
2015-06-18

Videos

Marketing
2015-06-24

Reputation

Facebook

Google Plus

Blog

SEO

Logo

SPK

DC

Email
2000-01-01

HIPAA Form

SSL Security

ADApt

Others

360 Plan

Estimates | 2015-06-24 | Danny | Marketing Quote (revised) Ordered

Adwords/Mobile/Display

Initial: Payments of
Monthly: $1,000

x Boca Raton, FL - up to 10 miles

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

Estimates | 2015-06-18 | Danny | Marketing Inquiry Expired

Adwords/Mobile/Display

Initial: Payments of
Monthly: $750

x 5 miles

Adwords/Mobile/Display

Regular Price:

Initial: Payments of
Monthly: $1,500

10 miles

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

2015-06-22 | danny.n
responded to her that the 10 miles is $1,500/m not $1,000/m. it was a typo on my end. it was evident bc i had quoted her $750 for 5 miles and this is double the coverage. told her we can still do $1,000 but can cover about 7-8 mile radius. waiting on her response.

2015-06-22 | danny.n
"Good afternoon, I spoke with Dr. Topper and he would like to do the 10 mile radius for $1,000/ month. Please let me know if I need to do anything. Thanks Amber Guzman"

2015-06-19 | danny.n
I've responded to her prior to today showing her a print screen of Dr. Shari Topper's Ad.

2015-06-19 | danny.n
"Good morning, That is so weird. I searched yesterday and nothing came up. I searched it today and it came up and then I searched it again and it didn’t. Anyways, Dr. Topper said that he will think about it over the weekend and decide which one he wants to go with. The mobile site is already in the process of getting started correct? Thanks"

Estimates | 2015-06-11 | Danny | Mobile Inquiry Ordered

Mobile

Initial: Payments of $899 (1-time payment)
Monthly: $29*

x * 2015 waived

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

2015-06-18 | danny.n
Agreed to move fwd with $500 + $29/m. No monthly waived. honoring rate that was given to his wife's practice (dr. shari topper)

2015-06-15 | danny.n
f/u with amber

2015-06-12 | danny.n
responded and told her i am able to honor that discounted rate.

2015-06-12 | danny.n
"Good morning Danny, I was talking to Jan, the marketing manager of DermPartners which is Dr. Topper’s wifes practice, and she told me that she paid $500 and $29/month fee. Is there a reason why we are getting charged double? Thanks Amber Guzman"

Estimates | 2015-01-20 | Danny | Email Inquiry Sent

Brochure Design

Initial: Payments of $750*
Monthly:

x * 1-time payment of $750

Brochure/Letterhead/Business Cards

Regular Price:

Initial: Payments of $1,250*
Monthly:

* 1-time payment of $1,250

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

2015-01-29 | danny.n
called lm. Sent f/u email

Boca Vein Center

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:

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:

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:

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

Adwords/Mobile/Display

Initial: Payments of Monthly: $1,000

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Adwords/Mobile/Display

Initial: Payments of Monthly: $750

Adwords/Mobile/Display

Initial: Payments of Monthly: $1,500

Initial: Payments of Monthly:

COMMENTS:

Mobile

Initial: Payments of $899 (1-time payment) Monthly: $29*

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Brochure Design

Initial: Payments of $750* Monthly:

Brochure/Letterhead/Business Cards

Initial: Payments of $1,250* Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: Payments of
Monthly: $1,000

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: Payments of
Monthly: $750

Initial: Payments of
Monthly: $1,500

Initial: Payments of
Monthly:

Initial: Payments of $899 (1-time payment)
Monthly: $29*

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: Payments of $750*
Monthly:

Initial: Payments of $1,250*
Monthly:

Initial: Payments of
Monthly: