Sorina Simion-Rodgers l Semper Iuvenis 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: 101036
Client
Old Client
Lead

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

DOMAIN INFO

MX WHOIS IP

LATEST NOTES

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CATEGORY: Note Sales Marketing Accounting Design Social Complaint

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CATEGORY: Acct. Website Sales Marketing Technical Social Blog Other

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CATEGORY: Website Sales Marketing Technical Social Blog Other

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Website Mobile Videos SEO PPC Blog Facebook Google Plus Twitter Reputation Logo SSL Adapt Hipaa Forms

Stop Adword Charges closed
Tasks | 2015-05-26 | Danny | #32633 |

Please pause the charges.

2015-05-26 | chandra.t
Charges stopped.

Leave a Comment:

Pause Adword closed
Tasks | 2015-05-26 | Danny | #32632 |

Please pause it in the meantime. I’ve called her but she is not in the office today. I sent her an email letting her know about the approval. I’ll keep you posted if anything changes.

confirm with me once paused.

2015-05-28 | danny.n
lets go ahead and close it. I had called her again just now and lm. I called yesterday followed by an email. saw that she opened it.
2015-05-28 | sean.f
Yes, it was paused. Both adwords and display. Is she coming back by any chance, Google wants to know if they should close the ticket
2015-05-28 | danny.n
did you pause? please confirm
2015-05-27 | sean.f
paused

Leave a Comment:

Adword Inquiry closed
Tickets | 2015-05-21 | Danny | #32528 |

can you please let me know what your take is on this for my response:

“Were we able to add “hormone” in the Google search?

I only see “Top anti-aging specialist” coming up with all the searches I put in. The problem is that if you are looking for Thyroid or cortisol problems you would not be interested in looking at anti-agin website. Same even with menopause.

If I search for IV therapy/nutrition, the same “Top anti-aging specialist” comes up, I do not see why anybody looking for IV therapy would choose my website.

Is there a way to add “Hormone”, IV therapy” etc in the title in addition to “anti-aging” as I think that would only attract w very small part of the client population I am looking at.

Thanks.”

2015-05-21 | sean.f
Created multiple version of ads with each separate keyword sets. Will request an exception from google for hormones

Leave a Comment:

Display Ad closed
Tickets | 2015-05-19 | Danny | #32409 |

Dr F, dr had inquired below:

“Was wondering if you had any stats about the website marketing. So far I received no calls from the website and wanted to figure out if the website is not coming up for searches or it does but for some reason clients do not follow up with a call (in which case I would need to look at my content)
Thanks.”

I’ve responded to her with “stats” to reassure her that it is indeed showing and the there are a great deal of traffic. Gave her recommendations to her site to help improve conversion.

Dr. F, in the meantime, please take a look at her campaign especially the display. let me know on your findings. thx

2015-05-19 | sean.f
Increased bids, resubmitted display ads. Need to reevaluate in 2-3 days.
2015-05-19 | danny.n
Sent April "stats" 29,891 "impressions" 423 "clicks" Assured dr that campaign is working and that there is a great deal of traffic/visitors. Reiterated the purpose of the campaign which is online exposure and that once they land on her site, the marketing's job is done. (we didn't build this site for her). Gave dr some recommendation on some of the landing pages.

Leave a Comment:

Updated adwords
Marketing | 2015-04-16 | Sean | #30947 |

I added many keywords and increased mileage

Leave a Comment:

Google Adwords closed
Tasks | 2015-03-25 | Danny | #29986 |

10 mile radius ($1,000/m)
Client wants to slowly increase up to 25 miles (rate $500/m per 5 miles)
5950 S. Willow Dr., Ste. 200, Greenwood Village, CO

– Site is expected to be launched next Monday through WebtoMed.com
– http://semperiuvenis.web2.webtomed.net/
pw: webtomed
un: preview

– Will finalize keywords to setup by then.

2015-04-07 | danny.n
Contacted dr notifying her campaign is activated along with the list of approved keywords. also stated to dr on some other keywords still pending approval due to pharmaceutical online permit.
2015-04-07 | sean.f
Some keyword need pharmacy permit. Some very generic keywords were not submitted to control budget.
2015-04-03 | danny.n
also, do you think its a good idea to do Youtube ads too? since her specialty i assume alot of people would be researching more on the keywords. I didn't tell her this was part of it but wondering if it makes sense.
2015-04-03 | danny.n
Dr. Fahimi, I have confirmation from the dr that the site is officially live. I told her we will activate this on 4/6 (Monday). The keywords are in the comment. Please let me know if you need anything else. I have chandra setup the charge to go on 4/7 (tues) already.
2015-03-26 | danny.n
Hormone Replacement Therapy, Anti-Aging, Bio-identical, Hormones, Testosterone, Menopause, Adrenal, IV nutrition, IV therapy, Sports nutrition, Sports medicine, Gluten, Celiac, Malnutrition, Detoxification, allergies, inflammation, yeast, cholesterol, antiaging,

Leave a Comment:

New Order (Marketing) closed
Tasks | 2015-03-25 | Danny | #29984 |

Adwords: $1,000/m
10 mile radius

2015-04-03 | chandra.t
Profile set up to charge 4/7 ($1000/m - OM)
2015-04-03 | danny.n
Chandra, please go ahead and setup to charge on 4/7. We will activate the adword on 4/6. Thanks and please confirm.
2015-03-26 | chandra.t
Doctor provided CC Amex ending -016.
2015-03-26 | danny.n
Chan, can you call her here: 303-990-1208. She is waiting for you to call for the cc. We won't charge her until her site is live with the company she is working with for the website. prob not until next week. I'll let you know when to charge.
2015-03-25 | danny.n
Chan, I will have credit card by Friday.

Leave a Comment:

Phone Conference
Estimates | 2015-03-25 | Danny | #29977 |

Dr called. had a web built by webtomed.com – spent $4,000. Site not launched yet. Didn’t know much about web and seo. She was unaware the 1st page package was indirect. Discussed with her I was familiar with this and that it is a catch. suggested Adwords which is direct. Gave her the advantages of it. Quoted $1,000/m for 10 miles. Dr wants to do up to 25 miles in the future. it was $500/m. Dr was very excited and saw a lot of potentials. Dr asked how to get started. Site will be launched in 3 days, told her we will need to setup the campaign but will not activate until site goes live. Sent her proposal to sign.

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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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://semperiuvenis.org If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Thank you!
FTP / Logins

Website Location:
Godaddy / 360 Sites
Subdomain

FTP USER

FTP PW

Shared Dropbox

Domain Information

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

Alias Info
Registrar Login

Milestones

Introduction:
Questionnaire:
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. Sorina Simion-Rodgers, 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=101036 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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://semperiuvenis.org 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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://semperiuvenis.org 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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: steelersjay@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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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. Sorina Simion-Rodgers, 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: 2015-03-25
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
2015-03-25

Reputation

Facebook

Google Plus

Blog

SEO

Logo

SPK

DC

Email

HIPAA Form

SSL Security

ADApt

Others

360 Plan

Estimates | 2015-03-25 | Danny | Phone Conference Ordered

Google Adwords

Initial: Payments of
Monthly: $1,000

x Anti-Aging Specialty, 1st page Ad on Google. Targeting 10 mile radius. Each add'l 5 miles in future is $500/m

Semper Iuvenis

Alt. Contacts

Team

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

DOMAIN INFO

LATEST NOTES

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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

Google Adwords

Initial: Payments of Monthly: $1,000

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: Payments of
Monthly: $1,000

Initial: Payments of
Monthly:

Initial: Payments of
Monthly: