Mercedes A. Heitman, DDS Inc

Please post the current photo of Dr. Heitman on her bio page. Also add a photo of the operatory and also 1 testimonial quote on here.

Lastly, the facebook banner current says “health/medical/pharmacy”… need to remove “pharmacy”

Please create social media accounts

Hello Dr. Heitman,

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!

Teri was transferred to me by Marvin to discuss 1 negative review. Conversation shifted to discuss Adword which I explained to her how it works and the effectiveness of it. She’s never heard of it. Stated she is getting a good # of pts from referrals which I mentioned that she is missing from online search. Showed her the ROI each month which she did see now that i explained to her. She will disc with dr and get back to me.

Please create. This is PERIO which we lack for the PERIO Gallery. Sooner the better. Thanks

Remove Yelp button.

Hi Dr. Heitman and Teri,

Congratulations! Your website (heitmanperio.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): office@heitmanperio.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: office@heitmanperio.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!

1. Add domain(s) to statuscake.com
2. Create Google Analytics account: setup, add to WP, setup report, update CP (all associated fields)

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.

Sent info to change A record. Dr. Heitman’s husband is handling the domain account. Follow up with him to get site live.

SO THEY CAN GO LIVEEEEE

Quoted them 299 per 2 pages for forms. 500 initial and 20/m for videos

With assets we need, will have PC later today.

Will get us:

1. Team pictures + 2 more bios
2. Dentrix Link
3. Updated referral form.
4. Dr. photo to replace the feature photo.

(http://www.annapolisperiodontics.net/index.php)

Change the 4 “services” as the same subject matter as the above website. Use imagery just like the site as well. Would like blue background/blue scheme to the photos.

Please get this done by tuesday.

Wants to go live.

Likes the “highlight” boxes of (http://www.annapolisperiodontics.net/index.php)

SEO, Marketing, Rep. only

For the feature bar, please add a hover effect de sat or a zoom.

Replace “Laser Dentistry” and “3-D Imaging” to “Bone Regeneration” and “Osseous Surgery”

They are going over the site and what needs to be added. I’ve sent them sample images to use in their feature slider.

Teri had a couple questions for Mitchell regarding website, please call office.

Hello Dr. Heitman,

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): heitmanperio.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: office@heitmanperio.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!

Please create mobile website. After site is reviewed and client is emailed, please close this task.

Hello Dr. Heitman,

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): heitmanperio.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: office@heitmanperio.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!

Please put map next to address.

Need content for: Osseous Surgery, Laser (LANAP // Periolase?), Socket and Ridge Preservation, Endoscopy, 3-D Imaging.

Please align the 4 pictures and text to be consistent. Centered, even spaced, and flushed top

Please send the email psd to development. They plan on changing the 4 boxes to different images. They couldn’t decide on what images to use but I wanted to move things along. Those 4 images should have a hover effect (at your discretion) something like zooming in maybe. They just want movement instead of a stale site. The beach image should be a slider as well. The other slide image could be a beach of Petaluma. Please let me know if you have any questions.

They approved of the design. They would like the beach to be a slider (maybe using another image of Petaluma), they would like to change the four boxes to different images after development to move things along. Having a hover effect for those 4 boxes is important as well.

Hello, Teri,

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.

Hello, Teri,

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.

Hello, Teri,

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 have left a voicemail with Teri explaining to her that I have submitted a design draft to review and get back to me.

Hello, Dr. Heitman,

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.

The client would like the DDS in caps, add another pink or purple Honduran orchid. The main image to be a relaxing beach in Roatan. They prefer to have a tan color vs the pinks we have.

Updated tempsite. Pt. Edu, S/R, and Jotform still have to be completed. Will update note when it is.

Hello Dr. Heitman,

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!

Client: Dr. Mercedes Heitman
Practice Name: Mercedes A. Heitman, DDS Inc
707-769-1162
office@heitmanperio.com
heitmanperio.com
Specialty: Periodontist

1416 Professional Drive, Suite 202
Petaluma, CA 94954

Dr. Heitman is a fun loving dentist who wants a fresh and clean design integrating colors such as Aqua, Lavender, Greens, Tans, and Pink. She likes the design and layout of http://apetalumadentist.com/ with a modern twist. She would like a Honduran Orchid implemented somewhere in the design. She wants the main background color to be similar to this blue seen here http://hillsboroperio.com/

Overall is needs to be simple, fun-loving and classy.

Name:
Domains:
Address: , ,
Telephone: –
Email:
Features:
Colors: ,,
Demographics: ,,
Specialty: /Sub-Specialty:
Procedures:

Have my Designer call me
Comments:

Teri would like to go over the questionnaire with the doctor for a bit and call me back. My initial talk with her is that she would like to have the colors aqua, lavender, green, tans, and a bit of pink as well. She really likes http://apetalumadentist.com/ from Dr. Von Chan. She will call me back when finished with the questionnaire.

Hello Dr. Heitman/Teri,

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. 

– Website Makeover
– Primary contact is Teri (Manager)
– extremely nice and organize
– client is a Periodontist (refer to site)

– current pink flower image is a “Honduran Orchid”, Dr is Honduran so wants to implement this type of orchid style on the site. Not sure if they want a real Honduran Orchid or this animated one. Double check with her.
– Wants to go with a more lighter neutral color on the site.
– doesn’t have any social media setup yet

Website: $2,500 + $49/m
Mobile: $1,000 + $29/m
Social: $500 + $20/m

Called. spoke to Teri, very nice. Looking to rebrand the practice. Dr is honduran and currently has the Honduran Orchid on site and wants to incorporate it. Understands that colors she has on the site negatively effects the practice’s image especially in dentistry. Also wants a social media page cause there is none now. Showed her what a mobile responsive site looks like cause they don’t have one yet and doesn’t understand the importance of having one. Very hot lead, wants to schedule a phone conf with the actual dr next week as well to potentially finalize.