Bob Perkins l Malibu TMJ l CP 2017

NOTES
TEMPLATE
CUSTOM WEBSITE
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SOCIAL MEDIA
BLOG
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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: 101173
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

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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

Start Cancellation

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

Cancel Account closed
Task: Other | 2016-08-23 | Chandra | #57776 |

Site is elsewhere, please cancel account.

2016-08-29 | catherine.c
completed.

Leave a Comment:

Past Due
Accounting | 2016-06-14 | Chandra | #53118 |

Email past due $49 for web.

Leave a Comment:

Comp.Of Tickets& product intro. emailed
Notes | 2016-03-04 | Alec J. | #46349 |

Leave a Comment:

Change DNS closed
Task: Technical | 2016-02-29 | Danny | #46000 |

Change the DNS to the following:

ns1.BlueHost.com
ns2.BlueHost.com

The Ip address for the new site is:

199.34.229.100
199.34.229.100

Also, please unlock the domain, provide me the epp key and change the email for the registrar to: chance@beachwoodmarketingfirm.com

Send me an email with this. Thanks.

2016-06-12 | danny.n
he hasn't officially cancel which he is aware he's suppose to. just keep recurring and do normal past due f/u.
2016-06-09 | chandra.t
Did they cancel? I see the site is elsewhere, should I stop the charges as they just became past due.
2016-03-01 | catherine.c
danny ok'd to close.
2016-03-01 | catherine.c
Thank you.
2016-03-01 | danny.n
ok. I'll let him know. i do see that it is in his own GoDaddy account. I've contacted him. Please keep this open until at least tom. Followup with me. Thanks.
2016-03-01 | catherine.c
Which domain are you referring to for DNS changes? Dr. owns malibutmj.com and his GoDaddy login only has CentralParkSouthtmjcenter.com.

Leave a Comment:

Add Alias closed
Ticket: Technical | 2016-02-23 | Danny | #45713 |

Dr registered this domain already: CentralParkSouthtmjcenter.com

please have it redirected to malibutmj.com

here is his godaddy login. please go in an update the dns/ip to point to us.

Let me know when done so i can notify client

my user name: Manuginobili
my password is Winehouse51

2016-02-23 | catherine.c
domain redirected to malibutmj.com & emailed dr. closing.

Leave a Comment:

Add Location closed
Ticket: Website | 2016-02-23 | Danny | #45684 |

Please add this to his website in all the areas that applies to this.

Please also be aware that this site’s design was carried over from previous company for us to host. Dr understands that changes can only be made within the parameters that we have access too. With that being said, he requested in addition to place somewhere at the top of the site so his patients are aware he has a NY location. LMK if you have any questions.

additional location:
30 Central Park South suite #13D
New York, New York 10019
ph: 212-355-1577

2016-02-24 | catherine.c
Ticket has been completed. Closing ticket.

Leave a Comment:

Comp.Of Tickets&Jan2016promo emailed
Notes | 2015-12-24 | Alec J. | #42907 |

SEO, Mobile, Rep. only

Leave a Comment:

Another Patient Video Testimonial closed
Ticket: Website | 2015-12-21 | Danny | #42729 |

“Danny-

here is another testimonial for my tmj website…

https://www.dropbox.com/s/bgapsod8a41oe2h/TMJ%20Pepperdine%20Girl.mov?dl=0

thanks”

2016-01-04 | catherine.c
Ticket has been completed. Closing ticket.
2015-12-31 | catherine.c
Videos in email 12/31.
2015-12-31 | catherine.c
Waiting for link to youtube.
2015-12-21 | danny.n
thanks and here is one more: https://www.dropbox.com/s/0x18khfguer4ypp/DimitriTMJ%20Cell%20Video.mov?oref=e&n=102613658

Leave a Comment:

Add Video Testimonial closed
Ticket: Website | 2015-12-16 | Danny | #42556 |

“Danny-

I sent an email to Belinda a couple of days ago to add a testimonial to my malibutmj.com site under “video testimonials”. Haven’t heard back…

thanks”

2015-12-17 | catherine.c
Ticket has been completed. Closing ticket.
2015-12-17 | catherine.c
video posted, emailed doctor, and closed.
http://malibutmj.com/?page_id=996
2015-12-16 | danny.n
embed this video on his testimonial page.

Leave a Comment:

Email Suspended (Constant Contacts) closed
Ticket: Technical | 2015-11-30 | Tri L | #41717 |

malibutmj@gmail.com is suspended on constant contacts.

Please advise- update or remove?

Leave a Comment:

Pause OM & Refund
Marketing | 2015-11-02 | Chandra | #40709 |

“can you tell whoever is necessary that I do not want to do the tmj ppc campaign for this month….I there was a charge I need to reverse it….I need to know when money comes out of the account as I didn’t have enough in that account ….

please let me know…..tmj ppc no….malibu ppc $500 YES”

2015-11-02 | chandra.t
Paused OM campaign and refunded $1000 as it was charged today.

Leave a Comment:

Smile Gallery Addition closed
Ticket: Website | 2015-11-02 | Belinda | #40706 |

Please upload the photos accordingly (sent via email)

Leave a Comment:

Campaign Issue #1 of 2 closed
Task: Sales | 2015-07-13 | Danny | #35230 |

This campaign is paused when its suppose to be unpaused based on your last note. Secondly, you seem to have unpaused his other account instead of this one. Lastly, Adwords shows there is an issue with the credit card. see attached print screen

“I also noticed that my PPC is no longer working. I don’t show up with either of my campaigns. What do you advise? Isn’t it time to load the campaigns again?”

2015-08-21 | belinda.t
He said anything that he owes, to go ahead and pay with this card. He doesn't want to owe anything and marketing campaigns to let him know if his budget is enough. He did mentioned the $1,000 one was paused but I'm sorry i can't confirm if he wants it paused or not. I will speak with him again on Tuesday, but Chan can call if she would like.
2015-08-21 | danny.n
belinda, did he say anything about the other Adword account $1,000/m that was paused bc of credit card issue? do i or chan need to contact him?
2015-08-20 | belinda.t
Dr is very happy with campaign results and asked if he has run out of money. I mentioned that if his clicks are going way over budget, then we'll suggest to him a higher budget. But so far he said it's working great.
2015-07-13 | danny.n
I had no role in the pausing/unpausing. also, i didn't see any notes for his General campaign to be paused from the beginning.... only see this TMJ account request for pausing by Chandra.
2015-07-13 | sean.f
You or Chandra had paused his other acocunts and in my notes I asked her to review accounting and unpause if needed. "This was unpaused, but his general is paused, did you mean to do it that way?" notes on July 8th I will unpause the general. You can also assign these to Chandra from now on and I show her how it is done.

Leave a Comment:

Un Pause OM closed
Task: Sales | 2015-07-08 | Chandra | #34886 |

Please un-pause campaign.

2015-07-08 | sean.f
This was unpaused, but his general is paused, did you mean to do it that way?

Leave a Comment:

Edit Per Client’s Request closed
Ticket: Website | 2015-07-07 | Danny | #34865 |

Please put EDSON LIMA testimonial video (http://malibutmj.com/?page_id=996) to replace the current video in the header on the home page.

Then move that video that is on the home page that is being replaced, embed that on http://malibutmj.com/?page_id=83 after the 1st paragraph center align it.

Please let me know when done so I can notify/update the client.

Thank you – danny

2015-07-09 | belinda.t
Ticket has been completed. Closing ticket.
2015-07-08 | chandra.t
Please center align video on http://malibutmj.com/?page_id=83 page.

Leave a Comment:

Past Due
Accounting | 2015-07-06 | Chandra | #34816 |

Email past due $1000 for OM.

2015-08-07 | chandra.t
LM with Lori.

Leave a Comment:

Pause OM closed
Task: Sales | 2015-07-06 | Chandra | #34815 |

Past due, please pause campaign.

2015-07-07 | sean.f
paused

Leave a Comment:

Edit Per Client’s Request (youtube video) closed
Ticket: Website | 2015-06-29 | Danny | #34533 |

please replace the testimonial (http://malibutmj.com/?page_id=996) from his patient Edson with this new one below.

Also, please prioritize this as the very 1st video on top of that page.

2015-07-02 | belinda.t
Ticket has been completed. Closing ticket.

Leave a Comment:

Email: Your Website is Ready
Custom Ready | 2015-06-17 | Olivia | #33770 |

Hello Dr. Bob Perkins,

Congratulations!

Your website is ready and live to the public!

LOGGING IN INSTRUCTIONS

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

Username (your domain): malibutmj.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: malibutmj@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!

Leave a Comment:

Footer Remove closed
Task: Website | 2015-06-17 | Belinda | #33720 |

Replace | Website developed by Now Media Group Inc with “Website Maintained by Optimized360”

2015-06-18 | developerbrijesh
Done

Leave a Comment:

Fix Footer closed
Task: Website | 2015-06-16 | Olivia | #33697 |

Update the footer map and text next to it look like: http://malibutmj.com’s footer

2015-06-18 | belinda.t
You have added a whole footer section to the website, but it has disappeared. On that footer section, there was the word "Phone" that wasn't aligned. Please re-insert the footer section.
2015-06-18 | developerbrijesh
Which Phone You Need in left Please Clear.
2015-06-17 | belinda.t
"Phone" is not aligned to the left!
2015-06-16 | developerbrijesh
Done

Leave a Comment:

Adwords updated
Marketing | 2015-06-16 | Sean | #33692 |

Added display ads. We need to order content for headache pages to get better quality score.

Leave a Comment:

Update Logo closed
Tasks | 2015-06-11 | Olivia | #33479 |

Update logo with this pgn

2015-06-16 | olivia.l
I've updated it. Thanks!
2015-06-16 | belinda.t
FTP information is found on the second column (under ticket status). The FTP host is always "sftp://[first line]" username is [second line] password is [third line]. For this example, the host is "sftp://c58.d8e.myftpupload.com" username "c58d2632041104" password "Ek.nOZ5!I=LlC"
2015-06-16 | developernidhi
I couldn't find the logo anywhere in the editor hence consulted Sachit and he told that the logo is under library/inc folder of the reactor theme and would need the FTP details to edit

Leave a Comment:

Follow Up
Notes | 2015-06-11 | Olivia | #33469 |

Left a message with Reception on a voicemail on his cell. Reaching out to Dr. Perkins regarding the website setup and getting the Godaddy Login credentials

2015-06-15 | olivia.l
Spoke with receptionist who will try to get the info from Dr. Perkins (he's on vacation) and she will email me the info.

Leave a Comment:

Add/Remove Keywords closed
Tasks | 2015-05-29 | Danny | #32748 |

“Danny-

add headaches, migraines, and facial pain..if you need to remove one remove tmj problem

thanks”

2015-05-29 | sean.f
I was thinking about those ,but thought it may be too expensive, but, let's test them, I added. TMJ may not have much clicks any ways

Leave a Comment:

Web & Domain Transfer closed
Tasks | 2015-05-28 | Danny | #32692 |

“https://nmg-client-download.s3.amazonaws.com/backup-5.28.2015_13-27-15_malibutmj.tar.gz

danny
Tanny-opt36o!

You can use these credentials to log into WP after you’ve restored the site on your server.

—-

Shawn Hilt

Now Media Group

“858-256-0875

Belinda…. we will be transferring the current WP site over to our hosting. The guy below is the contact. He will be sending over Admin Login to access. Will send this over to you once it is emailed to me.

Mike Shaw
Now Media Group
858-256-9399
mike@nowmediagroup.tv

2015-06-17 | olivia.l
Website is launched and ready.
2015-06-10 | olivia.l
I got the updated files from Shawn. Going to install it now.
2015-06-09 | danny.n
Olivia, any news on the status? thanks.
2015-06-02 | olivia.l
Had issues with missing WP files. Waiting on Mike to resend the proper files.

Leave a Comment:

Adwords (activate) closed
Tasks | 2015-05-28 | Danny | #32691 |

$1,000/m – TMJ Keywords
Target: Malibu, Calabasas, Agoura Hills, Topanga,
Thousand Oaks, Topanga & maybe Santa Monica.

side note: We are in the process of transferring this site over to our hosting.

2015-05-29 | sean.f
Domain updated
2015-05-29 | danny.n
Sent dr Adword Activation email. Please fix the ad domain to say MalibuTMJ.com
2015-05-29 | sean.f
Ignore earlier comment about this, it was for Danny, Thx
2015-05-29 | sean.f
Ticket has been completed. Closing ticket.
2015-05-29 | sean.f
created the TMJ ads - landing page of tmj. consider adding promo (free consult) if possible

Leave a Comment:

Google Adwords + Web Transfer (new order) closed
Tasks | 2015-05-28 | Danny | #32690 |

$1,000/m – Adwords

$250/ini + $49/m – Web Transfer/hosting

2015-06-02 | chandra.t
Doctor provided updated CC for OM. Charged.
2015-06-01 | danny.n
"Danny- tomorrow morning I am going to give you the cc for the malibutmj.com site...the $1,000. We will get this set up air tight. I will give you a different cc for this... then we will set up a regular auto withdrawal for the amounts we will be paying you each month... thanks"
2015-05-29 | chandra.t
Charged. Set OM to charge 6/1/15.

Leave a Comment:

See Main Account Notes
Estimates | 2015-05-14 | Danny | #32276 |

https://360controlpanel.com/cp-main?id=101163

Leave a Comment:

See Main Account Notes
Estimates | 2015-05-14 | Danny | #32275 |

https://360controlpanel.com/cp-main?id=101163

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. Bob Perkins, 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. Bob Perkins, 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. Bob Perkins, 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://malibutmj.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
Registrar Login

Milestones

Introduction:
Questionnaire: 2015-07-07
Site Download/Site Sucker:
Temporary Site: 2015-07-07
Concept: 2015-07-07
Approved: 2015-07-07
Add to Upwork
Add Developer to Temp Site
Review: 2015-07-07
Design # and Download:
Image Optim:
Website is Ready:
Cancelled

Sitemap, Submissions, 301: 2015-07-07
Update Other Products: 2015-07-07
Status Cake: 2015-07-07
Live Online: 2015-07-07
Analytics Setup: 2015-07-07
Analytics Report or Jetpack Setup: 2015-06-19
Analytics ID:
Google Account
optizign3
Analytics by Client

Custom Content

Ordered Topics: (please submit a separate ticket)

ADDITIONAL EMAIL TO:
Hello Dr. Bob Perkins, 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=101173 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. Bob Perkins, 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. Bob Perkins, 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: c58d2632041104.360sites.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. Bob Perkins, 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://c58.d8e.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. Bob Perkins, 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://malibutmj.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. Bob Perkins, 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. Bob Perkins, 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. Bob Perkins, 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: c58d2632041104.360sites.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. Bob Perkins, 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://c58.d8e.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. Bob Perkins, 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://malibutmj.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. Bob Perkins, 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. Bob Perkins, 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: malibutmj@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. Bob Perkins, 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. Bob Perkins, 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. Bob Perkins, 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. Bob Perkins, 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:
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Send Email Confirmation

ADDITIONAL EMAIL TO:
Hello Dr. Bob Perkins, 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. Bob Perkins, 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: 2015-05-26
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
2015-05-26
2015-05-29
Mobile
Fluid Responsive

Videos

Marketing
2015-05-26

Reputation

Facebook

Google Plus

Blog

SEO

Logo

SPK

DC

Email
2015-05-26

HIPAA Form

SSL Security

ADApt

Others

360 Plan

Estimates | 2015-05-14 | Danny | See Main Account Notes Ordered

PPC

Initial: Payments of
Monthly: $1,000

x TMJ Keywords targeting Malibu, Calabasas, Agoura Hills, Topanga, Thousand Oaks, Topanga & maybe Santa Monica.

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

Estimates | 2015-05-14 | Danny | See Main Account Notes Ordered

Website Transfer/Hosting

Initial: Payments of $500 (1-time payment)
Monthly: $49

x Transfer of existing wordpress site.

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Malibu TMJ

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

PPC

Initial: Payments of Monthly: $1,000

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Website Transfer/Hosting

Initial: Payments of $500 (1-time payment) Monthly: $49

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: Payments of
Monthly: $1,000

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: Payments of $500 (1-time payment)
Monthly: $49

Initial: Payments of
Monthly:

Initial: Payments of
Monthly: