Mimi Theerathada l iSmiles Dentistry 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: 101263
Client
Old Client
Lead

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

DOMAIN INFO

MX WHOIS IP

LATEST NOTES

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Regarding Westlake Smile Studio
Design | 2017-05-12 | Belinda | #75608 |

LM with front desk (Lisa) regarding removing the other company’s name on our design.

Dr. Theerathada would call back. Emailed her as well.

2017-05-15 | belinda.t
Dr Mimi had the other company update the notice. They now put "site maintained by.."

Leave a Comment:

Update Office Hours closed
Ticket: Website | 2017-01-31 | Belinda | #68426 |

New office hours (seen on homepage): check other pages as well.

Monday: Closed
Tuesday: 9am -6pm
Wednesday: Closed
Thursday: 9am – 6pm
Friday: 9am – 6pm
Saturday: 9am -3pm
Sunday: Closed

2017-02-01 | catherine.c
Ticket has been completed. Closing ticket.
2017-02-01 | catherine.c
Emailed doctor completed.

Leave a Comment:

Valerie wants access to analytics closed
Task: Technical | 2016-09-01 | shelby.k | #58361 |

Valerie Called in on behalf of Dr. Her direct phone number is 615-295-0054 she just knows that we had control of the analytics last and would like to have the access to it now. She said if you need to call the doctor to verify before speaking to valerie that is fine.

2016-09-13 | catherine.c
closing.
2016-09-13 | catherine.c
I called Valerie to follow up. She was going to create a GA acct for us to add to site. I think she was still referring to westlake. She wanted historical data but I told her since the site is no longer with us, we removed the GA acct. I think she is a web designer. She said we were so shady...and kept going about how wrong it was to delete this info.
2016-09-07 | catherine.c
Valerie will create GA account and provide us with code.

Leave a Comment:

marketing Analytic closed
Task: Website Tasks | 2016-06-21 | Tri L | #53605 |

Please review and send
dr-mimi-theerathada

2016-06-21 | tri.l
Old lead. Please review.

Leave a Comment:

Comp.Of Tickets&Feb2016promo emailed
Notes | 2016-02-02 | Alec J. | #44604 |

Exclude Mobile

Leave a Comment:

call about accessing email closed
Ticket: Website | 2016-02-01 | Catherine C. | #44526 |

request from justin.

2016-02-01 | catherine.c
Dr. figured it out. closing.
2016-02-01 | catherine.c
left voicemail.

Leave a Comment:

Email Suspended (Constant Contacts) closed
Ticket: Website | 2015-11-30 | Tri L | #41719 |

info@ismilesdentistry.com

email suspended-please advise

Leave a Comment:

Change Dr Photo closed
Ticket: Website | 2015-10-06 | Belinda | #39326 |

Please switch Dr’s photo on dr page to one attached.

2015-10-06 | rod.l
Ticket has been completed. Closing ticket.

Leave a Comment:

Email: Mobile Website is Ready
Mobile Ready | 2015-09-18 | Rod L. | #38503 |

Hello Theerathada,

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): ismilesdentistry.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: info@ismilesdentistry.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:

Email Error
Notes | 2015-09-16 | Mitchell G | #38390 |

Dr. Theerathada has emails hosted with Host Gator, after changing the A record to our IP address the emails failed to work. We reverted back the changes and the client claims the emails still don’t work. The old site is back up until we can come up with a fix. I have let the client know of the situation.

2015-09-16 | mitchell.g
Belinda has fixed the issue and I have let the client know.
2015-09-16 | belinda.t
Called Host Gator and had them fix everything. Emails are now working, website goes to old site. Hostgator is set up different where the MX goes directly to main A record. When that was changed, emails stopped. So we added an MX record that points to mail.ismilesdentistry.com, which had the correct IP (host gator's).

Leave a Comment:

Mobile Review closed
Task: New Project | 2015-09-14 | Mitchell G | #38236 |

Activate plugin for mobile, make revisions to the mobile site and send it to review. Make revisions and alert client of completion.

Leave a Comment:

Update Robots File/301 closed
Task: Website | 2015-09-11 | Mitchell G | #38180 |

1. Add the following lines to the end of the robots.txt file:

User-agent: ia_archiver
Disallow: /

FLUSH CACHE in wordpress after the changes have been made.

2. Complete 301 Redirects from previous site

3. Compress theme images and uploads folder.

2015-09-21 | rod.l
robots file and compression complete. 301s were not completed by dev.
2015-09-17 | rod.l
579.21d.myftpupload.com user: m5792754325878 pass: kMjEy(Kt4
2015-09-17 | developerjitendra
please provide ftp detail
2015-09-16 | mitchell.g
http://ismilesdentistry.com/ http://ismilesdentistry.com/index.html http://ismilesdentistry.com/drmimi.html http://ismilesdentistry.com/tour.html http://ismilesdentistry.com/patient_edu.html http://ismilesdentistry.com/location.html http://ismilesdentistry.com/contact.html http://ismilesdentistry.com/preventative_dentistry.html http://ismilesdentistry.com/restorative_cosmetic.html http://ismilesdentistry.com/crowns_bridges.html http://ismilesdentistry.com/root_canal.html http://ismilesdentistry.com/removable_appliances.html http://ismilesdentistry.com/invisalign.html http://ismilesdentistry.com/teeth_whitening.html http://ismilesdentistry.com/promotions.html http://ismilesdentistry.com/payments.html
2015-09-15 | developerjitendra
need ftp detail

Leave a Comment:

Email: Website is Live
Design | 2015-09-11 | Mitchell G | #38181 |

Hello Dr. Theerathada,

Congratulations! Your website (ismilesdentistry.com) is now live and visible to the public.

We strongly encourage you to further customize your site by logging into Control Panel and using the website editor. If you have any questions and/or concerns, please let us know.

LOGGING INTO CONTROL PANEL

Login via your member login page: www.optimized360.com/controlpanel

Username (your domain): ismilesdentistry.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: info@ismilesdentistry.com

MAKING CHANGES

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

Thank you!

Leave a Comment:

Going live soon
Notes | 2015-09-04 | Mitchell G | #37876 |

She is ready to go live, we just need to get the domain and hosting setup, I am awaiting her response with that information.

2015-09-11 | mitchell.g
We are having troubles getting the site to go live, the IP address is pointing to managed wordpress but the site still has not changed. I did an IP check just to make sure. She has the domain with Godaddy and email and website hosting with host gator. They handle the DNS zone file in which I only changed the A record.

Leave a Comment:

Email: Your Website is Ready
Custom Ready | 2015-08-27 | Mitchell G | #37454 |

Hello Dr. Theerathada,

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): ismilesdentistry.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: info@ismilesdentistry.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:

Draft Submitted
Concepts | 2015-08-11 | Mitchell G | #36828 |

Hello Dr. Theerathada,

Here is the draft without the filters, I think it brightens up the page, which looks very good.

Let me know what you think.

2015-08-25 | info@ismilesdentistry.com
Hi, Not sure if my previous feedback went through. We can move forward with this design.
2015-08-14 | mitchell.g
Excellent! We will send this to development. This process will take 5-7 business days. After this, we can no longer change design, layout, or colors. Thank you!
2015-08-12 | info@ismilesdentistry.com
Hi, Looks good. We can go ahead with this. Thanks!

Leave a Comment:

Draft Submitted
Concepts | 2015-08-07 | Mitchell G | #36684 |

Hello Dr. Theerathada,

Here is the draft with a new image but without the filter. Let me know what you think.

Thank you!

2015-08-11 | info@ismilesdentistry.com
Hi, Can we take the filter off the smaller images in the middle of the page too?

Leave a Comment:

Draft Submitted
Concepts | 2015-08-07 | Mitchell G | #36682 |

Hello Dr. Theerathada,

Here is a draft with a new image but still with the fade out filter. I will also send one without the filter.

Leave a Comment:

Draft Submitted
Concepts | 2015-07-31 | Mitchell G | #36337 |

Hello Dr. Theerathada,

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.

Thank you!

2015-08-05 | info@ismilesdentistry.com
Hi, Can we change the main girl on the top of the page please? Her smile is a bit too "gummy". Also, I'm not sure how I feel about the faded out filter on the images in middle. Can we remove the filter and see how it looks? Thanks!

Leave a Comment:

Switching Designer
Notes | 2015-07-16 | Olivia | #35676 |

Spoke with Dr. Theerathada and let her know that Mitchell will be assisting her with the design for this website while Belinda is developing the first site (westlakesmilestudio.com).

Spoke with Mitchell to confirm that this website should look similar to the first website in style and design (westlakesmilestudio.com) However content may be different.

2015-07-27 | mitchell.g
She wants a site similar to westlake but with earthy tones and a warm inviting feel. Keep the same layout.
2015-07-23 | mitchell.g
Left voicemail regarding design for ismiles

Leave a Comment:

Design Questionnaire Submission
Design | 2015-07-01 | info@ismilesdentistry.com | #34674 |

I would like it to be similar to my other website you are working on for Westlake Smile Studio.
Thanks!

Leave a Comment:

FTP – Robot closed
Task: Website | 2015-06-23 | Justin | #34337 |

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
Url Redirect to https://360controlpanel.com/developer-report-ticket-single
2015-06-23 | developerjitendra
FTP Details are not present

Leave a Comment:

Email: Welcome! Get Started On Your Design
Design | 2015-06-16 | Olivia | #33647 |

Hello Dr. Mimi Theerathada,

Welcome to Optimized360!

My name is Olivia 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.

*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:

Website Design (New Order) closed
Tasks | 2015-06-16 | Danny | #33645 |

Website Design: $1,499 + $39/m
Mobile: $499 + $10/m

2015-06-19 | chandra.t
Doctor gave CC over phone, charged.
2015-06-16 | danny.n
Chan, she emailed me confirming she has a credit card for this office. I gave her our 800 # and your name so she'll call you sometime this week to give cc over the phone. If not completed by end of week. let me know and i'll contact her myself.
2015-06-16 | danny.n
Chan, she will let me know on the credit card to be used for this location. I'll keep you posted.

Leave a Comment:

Website Makeover (New Order) closed
Tasks | 2015-06-16 | Danny | #33644 |

– Website Makeover
– Design it similar to the Westlake Village that Olivia is currently working on.
– Link all her social media that she has including G+ (currently not linked on her site)
– will need to redesign the Facebook/Twitter/G+ page to be similar to this new makeover

Leave a Comment:

Proposal Discussion
Estimates | 2015-06-16 | Danny | #33643 |

Design similar to her other account to keep branding consistent. Social media rebrand as well.

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. Mimi Theerathada, 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. Mimi Theerathada, 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. Mimi Theerathada, 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://ismilesdentistry.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: checked
Questionnaire: 2015-07-01
Site Download/Site Sucker: 2015-08-27
Temporary Site: 2015-08-18
Concept: 2015-08-11
Approved: 2015-08-12
Add to Upwork
Add Developer to Temp Site
Review: 2015-08-27
Design # and Download:
Image Optim:
Website is Ready: checked
Cancelled

Sitemap, Submissions, 301:
Update Other Products: 2015-09-02
Status Cake: 2015-09-02
Live Online: 2015-09-12
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. Mimi Theerathada, 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=101263 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. Mimi Theerathada, 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. Mimi Theerathada, 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: m5792754325878.360sites.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. Mimi Theerathada, 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://579.21d.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. Mimi Theerathada, 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://ismilesdentistry.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: 2015-07-01
Concept: 2015-08-11
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. Mimi Theerathada, 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. Mimi Theerathada, 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. Mimi Theerathada, 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: m5792754325878.360sites.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. Mimi Theerathada, 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://579.21d.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. Mimi Theerathada, 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://ismilesdentistry.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. Mimi Theerathada, 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. Mimi Theerathada, 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: info@ismilesdentistry.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. Mimi Theerathada, 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. Mimi Theerathada, 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. Mimi Theerathada, 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. Mimi Theerathada, 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. Mimi Theerathada, 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. Mimi Theerathada, 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:
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
2015-06-16
2015-06-19
Mobile
Fluid Responsive
2015-06-16

Videos

Marketing

Reputation

Facebook

Google Plus

Blog

SEO

Logo

SPK

DC

Email
2015-06-16

HIPAA Form

SSL Security

ADApt

Others

360 Plan

Estimates | 2015-06-16 | Danny | Proposal Discussion Ordered

Custom Gold

Initial: Payments of $1,999
Monthly: $49

x Custom Design + Mobile + all default features

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

iSmiles Dentistry

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

Custom Gold

Initial: Payments of $1,999 Monthly: $49

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: Payments of $1,999
Monthly: $49

Initial: Payments of
Monthly:

Initial: Payments of
Monthly: