drphilliptart@gmail.com
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Primary Vision Care Center

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    Profile ID: 100912




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

    DOMAIN INFO

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    Start Cancellation







    Please Start Cancellation Process closed
    Task: Other | 2016-10-24 | Justin | #61823 |

    See Cancellation Note

    2016-10-27 | catherine.c
    completed. we do not have the domain.

    Leave a Comment:

    Please Stop All Charges closed
    Task: Accounting | 2016-10-24 | Justin | #61822 |

    See Cancellation Note

    2016-10-24 | chandra.t
    Charges stopped.

    Leave a Comment:

    Cancellation Note 
    Sales | 2016-10-24 | Justin | #61821 |

    Justin,

    Dr. Tart would like to cancel his account with Opitimized 360. Thank you for all of your help!

    Leave a Comment:

    Potential Cancellation 
    Notes | 2016-10-12 | Justin | #61059 |

    Jan,

    What do we need to do to cancel our Optimized 360 account? We are no longer interested in the web hosting through your company.
    Thank you for your time.

    Kierra Irvin
    Primary Vision Care
    910.803.0555

    2016-10-24 | justinn
    Spke with Kierra - she said she might have responded to someone else - will email me - took down my email address
    2016-10-21 | justinn
    called - line keeps ringing
    2016-10-18 | justinn
    Called - spoke with Kierra - she will respond to my email
    2016-10-12 | justinn
    Emailed Kierra & Doctor to confirm cancellation via email - awaiting to start process

    Leave a Comment:

    Go Live Reminder 
    Notes | 2016-10-05 | Jan S. | #60605 |

    Emailed Dr. Tart “Go Live Reminder”

    Leave a Comment:

    Email: Go Live Reminder 
    Design | 2016-05-19 | Jan S. | #51509 |

    Hello Dr. Tart,

    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.

    INSTRUCTIONS:

    1. Log into your domain admin and locate the “DNS/Host Records” area.
    2. Locate the website’s “A Record” and update the IP address to 184.168.47.225
    3. If there is a record with the label “www” please update that IP address to 184.168.47.225
    4. Let us know when these steps have been completed so we may verify the account on our end.

    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.

    Leave a Comment:

    Left Voicemail 
    Design | 2015-12-07 | Marvin A. | #42090 |

    Asked to go live.

    2016-03-11 | justinn
    Status?
    2015-12-15 | belinda.t
    LM and emailed.

    Leave a Comment:

    Email: Mobile Website is Ready 
    Mobile Ready | 2015-12-07 | Jan S. | #42058 |

    Hello Dr. Tart,

    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): primaryvisioncarecenter.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: drphilliptart@gmail.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:

    Create Mobile Website closed
    Task: New Project | 2015-12-01 | Belinda | #41792 |

    Please create mobile website. After site is reviewed and client is emailed, please close this task.

    2015-12-04 | jan.w
    I have reviewed the mobile site for Primary Vision Care Center, please review P.S. Primary Vision Care Center already had an existing mobile site, I just made adjustments here and there.

    Leave a Comment:

    Client Notes closed
    Task: Website | 2015-11-20 | Mitchell G | #41479 |

    Client is either needing to make some changes to his site or go live. I have sent a few follow-up emails and calls with no response.

    Leave a Comment:

    Let Go Live! 
    Notes | 2015-07-31 | Mitchell G | #36323 |

    Sent go live reminder and email regarding site going live. I will call early next week to follow up.

    2015-11-13 | mitchell.g
    Sent an email to see if ready to go live.
    2015-10-26 | mitchell.g
    I have called and left a voicemail
    2015-09-04 | mitchell.g
    left voicemail
    2015-08-07 | mitchell.g
    Sent f/u email to both email addresses.

    Leave a Comment:

    Email: Go Live Reminder 
    Design | 2015-07-29 | Mitchell G | #36201 |

    Hello Dr. Phillip Tart, OD,

    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.

    Leave a Comment:

    Charges closed
    Tasks | 2015-07-21 | Justin | #35890 |

    Chandra, it appears that Dr. Tart received the 2015 Monthly Fee Waived Promotion – we charged him 1 month – can you add an additional month to be waived for 2016. Thank you – they will call for an updated credit card

    2015-07-21 | chandra.t
    Waived 2015 monthly fees, credited one month in 2016. Regular monthly starts 2/12/16 for $79 (web + mobile)

    Leave a Comment:

    Past Due 
    Accounting | 2015-07-14 | Chandra | #35478 |

    Email past due $79 for web.

    2015-07-21 | chandra.t
    2015 monthly waived, account is current.

    Leave a Comment:

    FTP – Robot closed
    Task: Website | 2015-06-23 | Justin | #34303 |

    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.
    2015-06-23 | developerjitendra
    I put the code in txt file and FLUSH CACHE also the but following lines still not shown

    Leave a Comment:

    Email: Your Website is Ready 
    Custom Ready | 2015-06-10 | Olivia | #33377 |

    Hello Dr. Phillip Tart, OD,

    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.360controlpanel.com

    Username (your domain): primaryvisioncarecenter.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: drphilliptart@gmail.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!

    2015-07-10 | olivia.l
    Left client message on his cell
    2015-07-07 | olivia.l
    Emailed doctor to go live.
    2015-06-17 | olivia.l
    Left a follow up message about going live.
    2015-06-15 | olivia.l
    Left message with client to follow up on moving forward.

    Leave a Comment:

    Website Edits closed
    Tasks | 2015-06-01 | Olivia | #32824 |

    – Header, make the “Call Us Today” font size 12pt
    make the phone number 30pt. Then, right align the text

    – On the Contact Us page, add an interactive google map for the office location.

    – On the home page remove the word “Welcome! ” below the four buttons.

    Leave a Comment:

    Follow up 
    Notes | 2015-05-14 | Olivia | #32264 |

    Left Message with Receptionist

    2015-06-01 | olivia.l
    final design choice: opmt.com
    2015-05-26 | olivia.l
    Connected with Kara today and she liked obgynsugarland.com, rapaindocs.com and optm.com >> she will confirm with Dr. Tart and follow up with me
    2015-05-20 | olivia.l
    Left voicemail at the office
    2015-05-19 | olivia.l
    Emailed Dr. Tart
    2015-05-15 | olivia.l
    left message on his cell

    Leave a Comment:

    Email: Welcome! Get Started On Your Design 
    Design | 2015-05-12 | Olivia | #32178 |

    Hello Dr. Phillip Tart, OD,

    Welcome to Optimized360!

    My name is Olivia and I will 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.

    *Please Login to Control Panel (www.360controlpanel.com)
    *(Feel free to contact me if you need any assistance logging in)

    You can find the Design Questionnaire in the welcome box.

    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. 

    Thank you!

    Leave a Comment:

    Design Notes closed
    Tasks | 2015-04-30 | Justin | #31862 |

    Leave a Comment:

    New Order – Custom Silver Package closed
    Tasks | 2015-04-30 | Justin | #31861 |

    Design from Gallery: $1,999 + $49/m
    Mobile: $499 + $30

    2015 Monthly Fee Waived

    2015-05-19 | chandra.t
    Re-ran CC, payment processed.
    2015-05-13 | chandra.t
    Payment did not process, LM with frontdesk.
    2015-05-12 | chandra.t
    Charged.

    Leave a Comment:

    Website Estimate 
    Estimates | 2015-03-17 | Justin | #29046 |

    Updated Proposal

    2015-05-04 | justin.n
    Spoke with Kierra - decided to go Silver
    2015-04-30 | justin.n
    Justin, My apologies for taking so long to get back to you. We have decided to give your firm a try. Please contact my assistant, Kierra on Monday to finalize the arrangement per the most recent proposal you provided to us. The best number to reach her is the main office number at 910.803.0555. Thanks, and we look forward to working with you.
    2015-04-30 | justin.n
    LM & inactivating
    2015-04-28 | justin.n
    Emailed - one more follow up and will inactivate
    2015-04-23 | justin.n
    LM
    2015-04-21 | justin.n
    LM
    2015-04-16 | justin.n
    LM
    2015-04-07 | justin.n
    Emailed F/U
    2015-04-01 | justin.n
    LM
    2015-03-25 | justin.n
    Mailbox is full

    Leave a Comment:

    Website Estimate 
    Estimates | 2015-03-17 | Justin | #29045 |

    Updated Proposal

    2015-03-20 | justin.n
    Emailed to finalize

    Leave a Comment:

    Website Estimate 
    Estimates | 2015-02-13 | Justin | #27699 |

    Spoke with Dr. Tart – very nice – he called me on his day off – went over website packages – he wants patient forms – eventually he will want ecommerce – went over silver & gold – he expressed interest in the mobile website – seems like he is pushing for Silver with Mobile – talked about marketing & targeting wilmington etc. – great conversation – sent proposal

    2015-03-18 | justin.n
    Spoke with Ker - she was very nice - had some questions for me - wanted to test the waters with our company and the local - she wants to decide by the end of the week - will call me
    2015-03-16 | justin.n
    LM with potential 2015 monthly waived
    2015-03-12 | justin.n
    LM
    2015-03-11 | justin.n
    LM to confirm if he received the proposal
    2015-03-11 | justin.n
    Hello Justin, Please resend the proposal that we discussed. For some reason I've misplaced it from my inbox. I am meeting with my current web designers tomorrow. I'd like to be able to compare apples to apples. I will contact you on Thursday after my meeting. Thank you Phil Tart Sent from my iPhone
    2015-03-09 | justin.n
    LM
    2015-03-06 | justin.n
    LM
    2015-03-03 | justin.n
    Spoke with Dr - very nice - he is currently stuck in his contract - he will speak with them on thursday - he wants me to touch base on Friday
    2015-02-27 | justin.n
    LM
    2015-02-25 | justin.n
    Emailed
    2015-02-24 | justin.n
    Mailbox Full
    2015-02-23 | justin.n
    LM
    2015-02-19 | justin.n
    Mailbox is full - Emailed

    Leave a Comment:

    Website Inquiry 
    Sales | 2015-02-06 | Justin | #27518 |

    15 Miles almost out side of Wilmington

    https://www.google.com/maps/search/Optometrist/@34.369659,-77.8181821,11z

    not very competitive – on first page for Surf City Optometrist

    2015-02-12 | justin.n
    Sierra LM on voicemail - call back on monday - they are in the office from M-Thurs til 5:30
    2015-02-10 | justin.n
    LM
    2015-02-09 | justin.n
    Emailed
    2015-02-09 | justin.n
    LM

    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:
    Site Download/Site Sucker:
    Temporary Site:
    Concept:
    Approved:
    Add to Upwork
    Add Developer to Temp Site
    Review: 2015-06-09
    Design # and Download:
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online: 2016-11-05
    Analytics Setup: 2015-06-10
    Analytics Report or Jetpack Setup:
    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
    2015-04-30
    2015-05-12
    Mobile
    Fluid Responsive
    2015-04-30

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email
    2015-04-30

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2015-03-17 | Justin | Website Estimate Sent

    Silver w/ Mobile + 2015 Monthly Waived

    Initial: Payments of $1,249
    Monthly: $79

    x Custom Design from Gallery + Responsive Mobile

    Gold + 2015 Monthly Waived

    Regular Price: $4,999

    Initial: Payments of $1,749
    Monthly: $79

     Design from Scratch + Responsive Mobile

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-05-04 | justin.n
    Spoke with Kierra - decided to go Silver
    2015-04-30 | justin.n
    Justin, My apologies for taking so long to get back to you. We have decided to give your firm a try. Please contact my assistant, Kierra on Monday to finalize the arrangement per the most recent proposal you provided to us. The best number to reach her is the main office number at 910.803.0555. Thanks, and we look forward to working with you.
    2015-04-30 | justin.n
    LM & inactivating
    2015-04-28 | justin.n
    Emailed - one more follow up and will inactivate
    2015-04-23 | justin.n
    LM
    2015-04-21 | justin.n
    LM
    2015-04-16 | justin.n
    LM
    2015-04-07 | justin.n
    Emailed F/U
    2015-04-01 | justin.n
    LM
    2015-03-25 | justin.n
    Mailbox is full
    Estimates | 2015-03-17 | Justin | Website Estimate Expired

    Silver + 2015 Monthly Waived

    Initial: Payments of $1,249
    Monthly: $79

    x

    Gold + 2015 Monthly Waived

    Regular Price: $4,999

    Initial: Payments of $1,749
    Monthly: $79

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-03-20 | justin.n
    Emailed to finalize
    Estimates | 2015-02-13 | Justin | Website Estimate Expired

    Silver Package (Design from Gallery) w/ Mobile

    Initial: Payments of $1,250
    Monthly: $79/m**

    x **1st 5 months waived Authorized By Justin N.

    Gold Package (Design from Scratch)

    Regular Price: $4,499 + $89/m

    Initial: Payments of $1,749
    Monthly: $79/m**

     **1st 5 months waived Authorized By Justin N.

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-03-18 | justin.n
    Spoke with Ker - she was very nice - had some questions for me - wanted to test the waters with our company and the local - she wants to decide by the end of the week - will call me
    2015-03-16 | justin.n
    LM with potential 2015 monthly waived
    2015-03-12 | justin.n
    LM
    2015-03-11 | justin.n
    LM to confirm if he received the proposal
    2015-03-11 | justin.n
    Hello Justin, Please resend the proposal that we discussed. For some reason I've misplaced it from my inbox. I am meeting with my current web designers tomorrow. I'd like to be able to compare apples to apples. I will contact you on Thursday after my meeting. Thank you Phil Tart Sent from my iPhone
    2015-03-09 | justin.n
    LM
    2015-03-06 | justin.n
    LM
    2015-03-03 | justin.n
    Spoke with Dr - very nice - he is currently stuck in his contract - he will speak with them on thursday - he wants me to touch base on Friday
    2015-02-27 | justin.n
    LM
    2015-02-25 | justin.n
    Emailed
    2015-02-24 | justin.n
    Mailbox Full
    2015-02-23 | justin.n
    LM
    2015-02-19 | justin.n
    Mailbox is full - Emailed