Hillview Dental Group

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    PRACTICE ADDRESS


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    Profile ID: 101416




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

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    Past Due 
    Accounting | 2017-11-15 | Chandra | #104824 |

    Email past due $99 for web.


    2018-02-07 | chandra.t
    Renatta updated CC via phone (MasterCard ending in 9404), paid past due (Nov 2017 - Jan 2018). She did not want to leave it on file. Sent her CC update form.
    2018-02-06 | chandra.t
    LM with Renatta, mentioned she will have to call us back.
    2017-12-19 | chandra.t
    LM with the front desk, resent CC update form per her request.

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    Social Media Account Moved 
    Notes | 2017-05-02 | Belinda | #74832 |

    optizign2


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    Email: Social Intro 
    Design | 2015-10-07 | Rod L. | #39433 |

    Hello Dr. Harley Scott Odden DDS,

    We are in the process of creating your social media accounts. The accounts will be created and added to your website as soon as it is completed. During this process, Google will send you a postcard in the mail with a PIN number; Please forward that PIN to us when you receive it. Please expect this to come to your office in approximately one week.

    Thank you and let us know if you have any questions!


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    Email: Website is Live 
    Design | 2015-10-06 | Belinda | #39308 |

    Hello Dr. Odden/Renatta,

    Congratulations! Your website (hillviewdentalgroupfremont.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): hillviewdentalgroupfremont.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: hillviewdental@att.net

    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:




    Update Robots File closed
    Task: Website | 2015-10-06 | Belinda | #39307 |

    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.


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    Email: Your Website is Ready 
    Custom Ready | 2015-10-06 | Belinda | #39304 |

    Hello Renatta,

    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): hillviewdentalgroupfremont.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: hillviewdental@att.net

    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:




    Create Social Media Accounts closed
    Task: Social | 2015-10-06 | Belinda | #39293 |

    Please create social media accounts. Files located in website folder in social-media.


    2016-08-10 | jan.s
    No longer required to verify Google+ business page, closing task.
    2016-08-01 | jan.s
    Received a call from Renatta regarding past messages from me. Informed her about her Google+ page.
    2016-07-14 | jan.s
    Spoke with Ellie regarding verification code, Google will call the office and she will record the code, waiting for response.
    2015-10-23 | rod.l
    Emailed to f/u.

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    Email: Social Intro 
    Design | 2015-10-06 | Belinda | #39292 |

    Hello Dr. Odden/Renatta,

    We are in the process of creating your social media accounts. The accounts will be created and added to your website as soon as it is completed. During this process, Google will send you a postcard in the mail with a PIN number; Please forward that PIN to us when you receive it. Please expect this to come to your office in approximately one week.

    Thank you and let us know if you have any questions!


    Leave a Comment:




    Mobile Website closed
    Task: New Project | 2015-10-06 | Belinda | #39273 |

    Please create mobile website. Please read this and come talk to me prior to creating. http://optimized365.com/faq/mobile/


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    Approval 
    Design | 2015-09-29 | Belinda | #39035 |

    hi Belinda
    I am authorizing the overall colors, layout, etc. and we can always make minor changes in the future.
    Thanks for everything

    renatta


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    Draft Submitted 
    Concepts | 2015-09-28 | Belinda | #38930 |

    Hello Renatta,

    I’ve attached all 4 slides here for you to see. Please let me know if you’re looking for different types of images. Also, please take a look at the layout and overall design and see if you and Dr. Odden would like to approve. The text can be changed later on.


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    Draft Submitted 
    Concepts | 2015-09-21 | Belinda | #38607 |

    Hello Renatta,

    I’ve adjusted the draft to include an older couple on the left hand side as requested. Please review with Dr. Odden and let me know if you’d like to see additional changes. Thank you again!


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    Draft Submitted 
    Concepts | 2015-09-21 | Belinda | #38553 |

    Hello Renatta,

    I’ve added two different layouts with different backgrounds for you to compare how they would look like with Dr. Odden. Please let me know of your feedback, thank you!


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    Draft Submitted 
    Concepts | 2015-09-16 | Belinda | #38375 |

    Hello Dr. Odden,

    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. I’ve included two scenic backgrounds to show how they can look like.

    I have also set up a content website for you to begin making any changes to the text. Please disregard the look of this site for now, as once we approve of the design, I will combine that with the text we have here. here. Thank you and let me know if you have any questions!


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    Design Notes 
    Design | 2015-09-15 | Belinda | #38327 |

    Very open to layout as long as its calming and has nature scenery. She specifically mentioned forest, mountains, sunset. Colors she’s mentioned are blues, greens, yellows, subtle tones but is open.

    Three main doctors: Harley Odden, Laurie Thomas, Massoud Tehranian

    Basic procedures: immediate dentures and digital xrays

    Would like personalized email addresses in future, but is not tech saavy.

    When sending drafts, always call her, she hasnt checked emails in past.


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    Email: Welcome! Get Started On Your Design 
    Design | 2015-09-09 | Belinda | #38004 |

    Hello Renatta,

    Welcome to Optimized360!

    My name is Belinda 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. 


    2015-09-28 | belinda.t
    LM with Ellie for Renatta. Also emailed Renatta.
    2015-09-15 | belinda.t
    Spoke to Renatta, she doesnt check her emails at all but will try to in future. Mentioned, I will call her when designs have been submitted.
    2015-09-14 | belinda.t
    Email F/U

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    New Order – Gold closed
    Task: Accounting | 2015-09-09 | Justin | #37996 |

    Website: $2,500 + $50/m
    Mobile: $500 + $29/m
    Social: $499 + $20/m


    2015-09-14 | chandra.t
    Charged.

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    New Project Note closed
    Task: New Project | 2015-09-09 | Justin | #37994 |

    Dentist in Fremont

    They are not very tech savvy so they want us to take care of everything for them or make things easy for them to understand.

    Seems like she has a facebook but we can take it over to re-brand it.

    Will be working with either demandforce or light house360 for reputation/recall

    Please contact Renatta – they want to get started right away – she gets sidetracked easily so please be persistent with follow ups if needed to get the design up and running.


    2015-09-09 | belinda.t
    LM for Renatta to get started on design.

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    Website Estimate 
    Estimates | 2015-08-18 | Justin | #37102 |

    Spoke with Renatta – very nice – has a management company that is doing a horrible job she claims – will not be using them – does not have a website – she wants mobile and social – is not tech savvy as she had addressed – kept things simple and offered her Gold Package – she said it is within their budget – sending proposal – mailed – 30 day MBG – sidekick

    Hillview-Dental-Group
    2015-09-09 | justin.n
    Renatta will be working with DemandForce or Lighthouse - she got us mixed up - for the website part she is ready to go forward with us - will fax and sign the proposal back to me today - will call her if I do not hear back from her by 2.
    2015-09-03 | justin.n
    Overviewed the website proposal - she will talk with the doctor today - wants me to call back on Wednesday to finalize potentially - she had no further questions at the time - good conversation - CALL AT 11
    2015-08-27 | justin.n
    Spoke with Renatta - wants me to contact her next week 9/3 at 10:45am
    2015-08-27 | justin.n
    LM - she is about to step into a meeting - will call again later
    2015-08-24 | justin.n
    Spoke with Renatta - very nice - wants me to call her Thursday to go over the proposal again
    2015-08-18 | justin.n
    Hello there Justin Its was nice talking with you too. Thanks so very much for getting back to me so quickly and for all the information as well. I will be reviewing the info. and get back to you soon. much Thanks, Renatta

    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: 2015-09-15
    Site Download/Site Sucker:
    Temporary Site: 2015-09-16
    Concept: 2015-09-28
    Approved: 2015-09-29
    Add to Upwork
    Add Developer to Temp Site
    Review: 2015-10-06
    Design # and Download:
    Image Optim: 2015-10-06
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301: 2015-10-06
    Update Other Products: 2015-10-06
    Status Cake: 2015-10-06
    Live Online: 2015-10-06
    Analytics Setup: 2015-10-06
    Analytics Report or Jetpack Setup: 2015-10-06
    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: 2015-09-28
    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
    2015-09-09
    2015-09-14
    Mobile
    Fluid Responsive
    2015-09-09

    Videos


    Marketing


    Reputation


    Facebook
    2015-09-09

    Google Plus
    2015-09-09

    Blog


    SEO


    Logo


    SPK

    DC

    Email
    2015-09-09

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2015-08-18 | Justin | Website Estimate Ordered

    Gold


    Initial: 2 Payments of $1,749
    Monthly: $99/m


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site Optimization

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x 30 Day Money Back Guarantee - Month to Month (No Contract)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Hillview-Dental-Group

    COMMENTS:

    2015-09-09 | justin.n
    Renatta will be working with DemandForce or Lighthouse - she got us mixed up - for the website part she is ready to go forward with us - will fax and sign the proposal back to me today - will call her if I do not hear back from her by 2.
    2015-09-03 | justin.n
    Overviewed the website proposal - she will talk with the doctor today - wants me to call back on Wednesday to finalize potentially - she had no further questions at the time - good conversation - CALL AT 11
    2015-08-27 | justin.n
    Spoke with Renatta - wants me to contact her next week 9/3 at 10:45am
    2015-08-27 | justin.n
    LM - she is about to step into a meeting - will call again later
    2015-08-24 | justin.n
    Spoke with Renatta - very nice - wants me to call her Thursday to go over the proposal again
    2015-08-18 | justin.n
    Hello there Justin Its was nice talking with you too. Thanks so very much for getting back to me so quickly and for all the information as well. I will be reviewing the info. and get back to you soon. much Thanks, Renatta