Dan C. Wintermantel, DMD

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    Team


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    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 100719




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

    DOMAIN INFO


    LATEST NOTES



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    GoDaddy Transfer Out closed
    Task: Technical | 2017-04-03 | Danny | #72812 |

    Sent Karen instructions via email to reply back with GoDaddy Acct # and Email associated.

    Once I receive this, we will initiate and she will be notified to login to accept transfer.

    widemankaren@yahoo.com


    2017-04-10 | catherine.c
    Karen has accepted.
    2017-04-04 | catherine.c
    emailed Karen transfer initiated.
    2017-04-03 | danny.n
    karen responded, she will be on the lookout for our email so she can accept the transfer: "The ID # 153272162 Email is widemankaren@yahoo.com"

    Leave a Comment:




    Stop Website & All Products closed
    Task: Website | 2017-04-03 | Danny | #72810 |

    please initiate process.


    2018-01-30 | chandra.t
    Removed from Analytics.
    2017-04-26 | catherine.c
    no post, videos, emails, domain, statuscake.

    Leave a Comment:




    Stop Charges closed
    Task: Accounting | 2017-04-03 | Danny | #72809 |

    Please stop all charges.


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

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    Cancellation 
    Notes | 2017-04-03 | Danny | #72808 |

    Spoke to Dr. Wintermantel, dr’s fiance is taking over and will be creating a new site for him. He said it had nothing to do with us.

    Dr wants to stop all charges effective immediately… disclose to dr that site will go down whcih dr is fine with and understands the risk. he said his new site will be up soon anyways.

    Dr transferred me to speak to Karen regarding domain. She said previous girl had their GoDaddy acct info but they can’t login anymore. Told her to jsut setup a new one and once done, give me id # and email so we can initiate the transfer. Gave her overview how it works and understands. I sent her an email to her personal confirming todays call and also instructions for transfer so she can reply. Will open a ticket for transfer once i get her response.


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    GA Stats closed
    Task: Website | 2016-09-08 | Danny | #58700 |

    Can you check their GA and let me know if we have access. If you do, I need some stats.Will let you know.


    2016-09-13 | belinda.t
    We have stats under the optizign3@gmail.com account.
    2016-09-13 | danny.n
    ?
    2016-09-12 | belinda.t
    What have his stats in optizign3@gmail.com

    Leave a Comment:




    Consultant Managing Dr’s Acct 
    Notes | 2016-09-07 | Danny | #58672 |

    Dr. Wintermantel introduced me to Kristy who will be managing his website and marketing.
    Spoke to Kristy, gave her overview of what is included and the process for making changes.
    She will setup GA and send over the code so they can start trackign stats.
    Will also figure out the email possibly switching from jamiedental@yahoo.com to a gmail acct.

    Kristy
    Owner of Sunshine Multimedia Consultants, LLC


    Leave a Comment:




    FTP – Robot closed
    Task: Website | 2015-06-23 | Justin | #34263 |

    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:




    Phone Conference 
    Leads | 2015-04-13 | Danny | #30744 |

    Called per phone conf scheduled at 11. she was very swamped, asked me to call her back at 1pm.


    2015-04-13 | danny.n
    sent her an email to see when is a better time this week to discuss adords/marketing

    Leave a Comment:




    Email: Your Website is Live 
    Design | 2015-04-09 | Olivia | #30657 |

    Hello Dr. Dan C. Wintermantel,

    Congratulations! Your website (drwintermantel.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): drwintermantel.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: jamiedental@yahoo.com

    MAKING CHANGES

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

    Thank you!


    Leave a Comment:




    Marketing Inquiry closed
    Tasks | 2015-04-09 | Olivia | #30656 |

    Jamie would like to know more about her marketing options to show up on search results. Please call her at the office on Monday, April 13 @ 11:00


    2015-04-09 | danny.n
    i've put her on my calendar for next monday to discuss. thanks.

    Leave a Comment:




    Website Edits closed
    Tasks | 2015-04-09 | Olivia | #30655 |

    – Make the “Call Today! 314-968-0550 ” button in the upper right bigger.
    – Home page and Inner page: Remove the contact form and map image. Embed a rectangle google maps there instead.


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    Follow Up 
    Notes | 2015-04-09 | Olivia | #30633 |

    Called Jamie and walked her through the control panel. She will review the website with doctor before going live.


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    Voicemail closed
    Tickets | 2015-04-08 | Chandra | #30573 |

    Jamie called to update CC and possibly go live – she paid the past due balance and I sent her CP instructions


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    Email: DNS Change Instructions 
    Design | 2015-03-19 | Olivia | #29166 |

    Hello Dr. Dan Wintermantel,

    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.


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    Past Due 
    Accounting | 2015-01-26 | Chandra | #27140 |

    Email past due $98.


    2015-04-08 | chandra.t
    Jamie asked to re-run CC, payment went through. Paid past due.
    2015-03-06 | chandra.t
    LV
    2015-02-13 | chandra.t
    LV

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    Email: Your Website is Ready 
    Custom Ready Design | 2015-01-13 | Olivia | #26608 |

    Hello Dr. Dan Wintermantel,

    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): drwintermantel.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: jamiedental@yahoo.com

    MAKING CHANGES

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

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


    Leave a Comment:




    Follow Up 
    Notes | 2015-01-07 | Olivia | #26428 |

    Client wants to review everything with doctor first before going live. Scheduled a phone conf. Jan. 8th at 9:30 am

    Edits: Home page, remove sinsational whitening and change it to general teeth whitening
    – Remove veneers page. No longer offering that service


    2015-03-13 | olivia.l
    Left voicemail for jamie
    2015-02-27 | olivia.l
    Left Voicemail for Jamie about going live
    2015-02-03 | olivia.l
    Left voicemail for Jamie about going live soon
    2015-01-30 | olivia.l
    Emailed Jamie an email urging her to go live to start her online presence.
    2015-01-19 | olivia.l
    Emailed Jamie to follow up with going live.
    2015-01-08 | ha.l@optizign.com
    Doctor is still not ready. Staff is overworked and did not get the chance to look over the site. She will call back next week to follow up.

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    Voicemail closed
    Tickets | 2014-10-28 | Chandra | #24426 |

    Jamie called and could not access website, please call back


    2014-10-28 | ha.l@optizign.com
    Spoke to client already

    Leave a Comment:




    Footer closed
    Tickets | 2014-10-10 | Olivia | #24097 |

    Create A footer like this attachment. Add the “Website Design by Optimized 360 – Legal Notices”

     

    wintermantel_footer


    Leave a Comment:




    Follow Up 
    Notes | 2014-08-27 | Olivia | #23206 |

    8.27.14 Sent client control panel login and website editor


    2014-08-28 | ha.l@optizign.com
    8.28.14 Sent client some samples to narrow down what she wants. Her questionaire was very vague. Called in to follow up as well but she is out of the office until Tuesday 9.2.14

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    New Project closed
    Tasks | 2014-08-25 | Danny | #23126 |

    – please send design questionnaire
    – Jamie (manager) will respond tomorrow, will be leaving office soon.
    – likes scenic photo in design
    – will discuss domain name with dr.


    2014-08-26 | ha.l@optizign.com
    Danny, I was hoping to get a good review from her! I just resent the questionnaire to her yahoo email address.
    2014-08-26 | danny.n
    Olivia, my apologies, her email is jamiedental@yahoo.com . I originally wrote @gmail.com which is where you sent the design questionnaire. Can you please resend! I've updated her email in CP.
    2014-08-25 | ha.l@optizign.com
    Sent client the design questionnaire

    Leave a Comment:




    New Client – Account closed
    Tasks | 2014-08-25 | Danny | #23125 |

    Website Design: $1,999 + $49/m
    * phone order


    2014-08-25 | yutis.s
    Done

    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    .360temp.com

    Intro & Gallery URL:
    Site Sucker & 301s:
    Site Username (subdomain):
    Map Domain in Pagely/WP:
    Customizer:
    Additional Pages:
    Review:
    Tutorial:
    Website is Ready:

    Cancelled
    301:
    Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    Jetpack Stats Setup:
    Analytics ID:
    Google Account

    Analytics by Client

    Shared Dropbox
    Custom Content
    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

  • FTP / Logins
    Website Location:
    Godaddy / 360 Sites
    Subdomain
    FTP USER

    FTP PW

    Shared Dropbox
    Domain Information
    Exclusivity
    Ownership
    Client Registrar
    Hosts Email
    Website Hacked
    Hacked on:
    Resolved?


    Alias Info
    Registrar Login
    Milestones
    Introduction:
    Questionnaire: 2000-01-01
    Site Download/Site Sucker:
    Temporary Site: 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:
    Update Other Products: 2015-04-09
    Status Cake:
    Live Online: 2015-04-09
    Analytics Setup: 2015-04-09
    Analytics Report or Jetpack Setup: 2015-04-09
    Analytics ID:
    Google Account

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


    Additional Recipients:




    Previous Concepts:
    Additional Recipients:

    Message for Client:

    Task for Developers:




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



    ADDITIONAL EMAIL TO:

  • MILESTONES
    Website Backup:
    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:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


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

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



  • Video Information
    Added to vendor DB
    Checked for alias
    Placed on site
    Declined (note reason why)
    Cancelled

    COMPANY
    Media Med
    Media Med Integrated
    3D4 Dental
    Optio: register w/client info
    Swarm
  • Facebook
    Account Access:
    Active
    Cancelled
    Google Plus
    Account Access: PIN: F/U: URL: Active
    Cancelled
    Twitter
    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




    Facebook
    Google
    Twitter
  • Blog Schedule
    Monthly
    None


    Notes

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



    Need topics? See a list of topics here.

    Initial Blog DQ
    Social Media Access

    Facebook

    Account Access:
    Active
    Cancelled

    Google Plus

    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

    Twitter

    Twitter


    Active
    Cancelled

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

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

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


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

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


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

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

  • Marketing




    STEPS
    Ordered:
    Account:
    Waiting for Live Website
    Ad Setup
    Test Ad
    Active
    Paused
    Cancelled
    SEARCH ENGINES
    Adwords
    Yahoo/Bing
    Remarketing
    Display (generic)
    Video
    Mobile
    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
    Cancelled

    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2000-01-01

    Mobile
    Fluid Responsive


    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email
    2000-01-01

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2015-04-13 | Danny | Phone Conference


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-04-13 | danny.n
    sent her an email to see when is a better time this week to discuss adords/marketing