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.
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!
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
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 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
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!
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.
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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Mobile Websiteclosed
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/
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.
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!
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!
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!
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.
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 – Goldclosed
Task: Accounting | 2015-09-09
| Justin
| #37996
|
New Project Noteclosed
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.
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
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
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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
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
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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