Dr. Anupama Karehalliraju l Woodside Dental l CP 2017

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Dave Vivian Danny Ralph Justin Desirae Catherine Jan Jessica Charles Belinda

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Please Stop Recurring closed
Task: Website | 2015-06-24 | Justin | #34366 |

Please set my account to cancel at the end of the month.

Chandra – I have a task to make sure I inform Dr F to cancel the marketing – go ahead and stop the recurring

2015-06-29 | justin.n
Thank you
2015-06-27 | sean.f
I paused the campaign
2015-06-24 | chandra.t
Charges stopped.

Leave a Comment:

Adwords Display Change closed
Task: Sales | 2015-06-24 | Justin | #34365 |

Please add special of ‘$999 off Invisalign treatment’

2015-06-27 | sean.f
I had two different messages on this, but it seems that the account needs to be paused, so I did that. I did not make any changes. If this is not what you needed please let me know. Thx

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Marketing Stats closed
Tasks | 2015-06-16 | Justin | #33665 |

I need stats for April & May – Client is potentially canceling – will discuss with him marketing is doing it’s job – think about the website

2015-06-16 | danny.n
Ticket has been completed. Closing ticket.
2015-06-16 | danny.n
view my notes in the other post. April was already there. I've added May.

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February/March/April/May Stats (Adwords)
Marketing | 2015-04-14 | Danny | #30795 |

This was sent to dr per their request.

February:
159,965 impressions
481 clicks

March:
129,977 impressions
431 clicks

2015-06-22 | justin.n
Emailed again to see if Dr still wishes to cancel or not
2015-06-16 | justin.n
Emailed info to client advising to keep OM - awaiting response
2015-06-16 | danny.n
Justin, explain to them that the campaign is definitely working based on the #s here. Turning it off is removing over 100,000 potential searchers each month along with over 400 clicks/visitors that are on the site. He's only spending $33/day for marketing so it makes absolute no sense to pause it.
2015-06-16 | danny.n
May: 101,459 impressions + 466 clicks
2015-05-05 | danny.n
April: 107,155 impressions 409 clicks

Leave a Comment:

Marketing Stats & Keywords closed
Tasks | 2015-04-14 | Justin | #30778 |

Johanna,
Can you send me the list of keywords for which Woodside Dental shows up as top.
Also, can you send me the list of impressions in February and March

2015-04-14 | danny.n
Also phased in to see if dr wants to discuss maximizing the conversion since they don't have a website with us and their website can use a website makeover.
2015-04-14 | danny.n
Sent dr email with Feb & Mar stats. Also introduced myself so they are aware that I am overlooking their marketing campaign and if they have future questions to contact me.
2015-04-14 | sean.f
Danny can you help Justin to get this info and send with the format you usually send that does not create issues?

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Client Emailed
Marketing | 2015-01-15 | Justin | #26750 |

Why was my CC charged before a month .. My first billing date was Dec 4, 2nd billing was Dec 25th .. should it not have been Jan 4 th ?

2015-01-15 | justin.n
Emailed & Notified
2015-01-15 | yutis.s
Please notify Dr.
2015-01-15 | yutis.s
She was charged on 11-25 & 12-25. The first charge probably posted a few days later on her statement because it was an unusual bank activity.
2015-01-15 | justin.n
Please verify the charges above. What it was charged for

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OM
Marketing | 2015-01-15 | Yutis | #26748 |

Anapuma requested to add 3 more keywords. I added them but explained to her how her budget isn’t enough for the level of exposure she is receiving. She needs to either increase the budget or we will have to reduce her exposure. Waiting on her answer

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Profile Deleted Please Re-Submit closed
Tasks | 2015-01-15 | Belinda | #26747 |

This profile was deleted, but marketing and notes are still there. Please fill out as much information as possible regarding account/order.

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Unpause OM closed
Tasks | 2014-12-05 | Chandra | #25496 |

Client updated CC, please un-pause campaign.

2014-12-05 | yutis.s
re activated om

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Please Start Adwords closed
Tasks | 2014-12-03 | Justin | #25404 |

4856-2006-0943-7978
exp: 1/17

2014-12-05 | justin.n
372576977092005 exp 7/19
2014-12-03 | yutis.s
justin please let dr. know that payment did not go through again! paused om
2014-12-03 | chandra.t
Payment did not go through.
2014-12-03 | yutis.s
Chan use this cc for past due, please let me know if it goes through!
2014-12-03 | yutis.s
reactivated om
2014-12-03 | justin.n
Client has updated CreditCard

Leave a Comment:

Pause OM closed
Tasks | 2014-11-26 | Chandra | #25258 |

Past due, please pause campaign.

2014-11-26 | yutis.s
paused om

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Website Estimate
Sales | 2014-11-04 | Justin | #24644 |

Silver Website + Ownership + Responsive Mobile: $2,000 + $69/m (2 payments of $999)

2014-11-05 | justin.n
Spoke with Anand - wants to talk to his wife - he wants $1,500 for the website - said to talk to my VP to see what I can further do - will probably make a decision wednesday - they are in training in the east coast - wants tos ee our design gallery

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Adwords Note waiting
Marketing | 2014-10-30 | Justin | #24501 |

They want to be aggressive & target surrounding cities as well: Menlo Park, Woodside, Belmont, Palo Alto, etc… within a 5 mile radius…

Please do what you can to get them good exposure. Refer to Order form for what is included & mobile ads

2014-10-31 | justin.n
client is really interested i think i pitched it off really well in terms of my solution & making him cautious & letting him know we care because the results will reflect our company & that i dont want to jeopardize it He is very interested & will call me back later today - Advised to stay with Silver or Gold - will set up a one page for him right away so patients can book appointments Estimate: Silver: $2,000 + $49/m Gold: $3,000 + $79/m
2014-10-31 | yutis.s
website pages not working properly such as "our service". Justin will contact dr. to let them know, no point to start $1,000 adwords if they don't have a website that would convert patients. Place it on hold for now. Justin please let me know when the website is ready and I will set up

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Please Charge (See Adwords Note) closed
Tasks | 2014-10-30 | Justin | #24500 |

Anand provided CC over the phone:

4856-2006-0943-7978
Exp: 01/17

2014-11-24 | yutis.s
OM is now active
2014-11-24 | justin.n
Client told me to proceed, he is having his existing company to make changes to the website - he is not having us create a website for him anymore
2014-11-24 | yutis.s
did you tell the client about url pages not working and how OM might not be fully effective if website isn't responsive?
2014-11-21 | justin.n
Please start charges on Monday Nov. 24th 2014 & start the marketing
2014-11-18 | justin.n
They asked me to call them tomorrow regarding setting up a website Potentially with them as well
2014-11-18 | yutis.s
Justin what is the status of this account?

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. Dr. Anupama Karehalliraju, 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. Dr. Anupama Karehalliraju, 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. Dr. Anupama Karehalliraju, 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://woodsidedentistry.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:
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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:
Site Download/Site Sucker:
Temporary Site:
Concept:
Approved:
Add to Upwork
Add Developer to Temp Site
Review:
Design # and Download:
Image Optim:
Website is Ready:
Cancelled

Sitemap, Submissions, 301:
Update Other Products:
Status Cake:
Live Online:
Analytics Setup:
Analytics Report or Jetpack Setup:
Analytics ID:
Google Account

Analytics by Client

Custom Content

Ordered Topics: (please submit a separate ticket)

ADDITIONAL EMAIL TO:
Hello Dr. Dr. Anupama Karehalliraju, 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=100758 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. Dr. Anupama Karehalliraju, 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. Dr. Anupama Karehalliraju, 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: .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. Dr. Anupama Karehalliraju, 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://.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. Dr. Anupama Karehalliraju, 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://woodsidedentistry.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. Dr. Anupama Karehalliraju, 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. Dr. Anupama Karehalliraju, 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. Dr. Anupama Karehalliraju, 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: .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. Dr. Anupama Karehalliraju, 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://.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. Dr. Anupama Karehalliraju, 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://woodsidedentistry.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. Dr. Anupama Karehalliraju, 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. Dr. Anupama Karehalliraju, 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: ddsbayarea@gmail.com Please log onto http://www.twitter.com and confirm the account. If the account is not confirmed, the might be marked spam in the future. We'll be glad to walk you through this process, please give us a call at 1-800-997-9368. Thank you and let us know if you have any questions! 
Facebook
Google
Twitter
Blog Schedule

Monthly
None

Notes

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

Need topics? See a list of topics here.

Initial Blog DQ

Social Media Access

Facebook
Account Access:
Active
Cancelled

Google Plus
Account Access:

PIN:
F/U:
URL:
Active
Cancelled

Twitter
Twitter

Active
Cancelled
Logo Milestones

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

ADDITIONAL EMAIL TO:

Hello Dr. Dr. Anupama Karehalliraju, 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. Dr. Anupama Karehalliraju, 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. Dr. Anupama Karehalliraju, 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. Dr. Anupama Karehalliraju, 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. Dr. Anupama Karehalliraju, 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. Dr. Anupama Karehalliraju, 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: 2000-01-01
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

Mobile
Fluid Responsive

Videos

Marketing
2000-01-01

Reputation

Facebook

Google Plus

Blog

SEO

Logo

SPK

DC

Email

HIPAA Form

SSL Security

ADApt

Others

360 Plan

Woodside Dental

Alt. Contacts

Team

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

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LATEST NOTES

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Task for Developers:

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Notes

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

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