Paul Charlton l Dr. Paul Charlton l CP 2017

NOTES
TEMPLATE
CUSTOM WEBSITE
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SOCIAL MEDIA
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BRANDING
SECURITY
EMAIL
REPUTATION MGMT.
MARKETING
SALES

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Alt. Contacts

Team
Dave Vivian Danny Ralph Justin Desirae Catherine Jan Jessica Charles Belinda

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

Profile ID: 101552
Client
Old Client
Lead

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

DOMAIN INFO

MX WHOIS IP

LATEST NOTES

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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

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

Phone Conference #2
Leads | 2016-02-03 | Danny | #44683 |

had a 45 min ph conf going over web and marketing. Asked about SEO, knows a bit about it. Went over the pros/cons. Recommended Adwords. showed him spyfu for his competitor: http://www.spyfu.com/overview/domain?query=emkiro.ca – recommended a minimum of $500-$750/m like the competitor. Went over Web design… recommended Gold. Dr stated he may want to go with a local company for web and marketing with us because the canadian dollar is 30% less which is a lot and he has to consider. Reminded dr of our competitive price match. He will start his research and get back to me. Dr stated to call him to touch base. extremely nice.

2016-02-18 | danny.n
"Hi Danny I just want to thank-you for your time last month with regards to answering a lot of questions about website design. Unfortunately, your pricing is beyond my budget especially with the way the Canadian dollar is. As a side note - I did like your honest comments about Google ads- and I like your promoted review filter program if I need it in the future. Thanks again Paul"
2016-02-18 | justinn
opened via sidekick
2016-02-18 | danny.n
called. spoke to dr. he appreciate the time but due to the canadian currency exchange at a low. he went with a local company.
2016-02-03 | danny.n
justin, read note just fyi. I'll touch base with him in a week and i'll update you.

Leave a Comment:

introduction package & proposal mailed
Notes | 2015-12-14 | Alec J. | #42440 |

Leave a Comment:

Lead Response
Sales | 2015-12-03 | Justin | #41958 |

Hi Danny
You guys have been Great in keeping in touch- lets leave this till the new year please.
Once again thank-you for your efforts- Jan is a easier schedule to deal with this.
Dr. Paul

2016-02-03 | danny.n
Dr. called. LM on my voicemail. I'll return his call and keep you posted.
2016-02-02 | justinn
Emailed via Dannys
2016-01-12 | danny.n
justin, i moved him to 1st week of feb.
2016-01-12 | danny.n
"Computer crashed last week - got your info but no time to review yet. Will be better next few weeks "

Leave a Comment:

Phone Conference
Estimates | 2015-10-05 | Danny | #39205 |

Called, it was dr’s cell, super nice. Stated that he had a bad experience with chiromatrix and not looking for a template, wants something more custom and editable. Confirmed he is in Toronto which is competitive. Spoke to dr only for 2 mins cause dr had to go and asked to send him the info so he can review. Sent.
Dr.-Paul-Charlton

2016-01-11 | justinn
Emailed via Danny's Acct
2015-12-03 | justinn
opened via sidekick
2015-12-03 | justinn
Emailed F/U
2015-12-03 | justinn
LM
2015-12-01 | justinn
Called me back - seems like buttdial - LM for him
2015-12-01 | justinn
LM
2015-11-23 | justinn
disregard ----v (Danny Opened Email)
2015-11-23 | justinn
opened via sidekick
2015-11-23 | justinn
Emailed F/U
2015-11-04 | justinn
Very nice - said he is still super busy - asked to give him a few more weeks
2015-11-03 | danny.n
sidekciked
2015-11-02 | justinn
LM & Emailed via Danny's Acct
2015-10-16 | danny.n
"Hi Danny I'm so sorry for not responding but Im a bit busy right now - give me 2 weeks please. Dr. Paul "
2015-10-16 | justinn
Emailed via Danny's account
2015-10-14 | justinn
LM
2015-10-12 | justinn
LM
2015-10-07 | danny.n
sent.
2015-10-07 | justinn
i believe he said he is having something built but is looking at all options rn - super nice - please send email & proposal discussed - you haven't yet
2015-10-07 | justinn
Dr. did not receive the proposal/email - email is correct - danny please send
2015-10-05 | justinn
Mailed
2015-10-05 | danny.n
Justin, please MAIL and f/u in 2 days.

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. Paul Charlton, 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. Paul Charlton, 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. Paul Charlton, 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:// 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:
Site Download/Site Sucker:
Temporary Site:
Concept:
Approved:
Add to Upwork
Add Developer to Temp Site
Review:
Design # and Download:
Image Optim:
Website is Ready:
Cancelled

Sitemap, Submissions, 301:
Update Other Products:
Status Cake:
Live Online:
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. Paul Charlton, 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=101552 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. Paul Charlton, 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. Paul Charlton, 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: .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. Paul Charlton, 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://.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. Paul Charlton, 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:// 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. Paul Charlton, 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. Paul Charlton, 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. Paul Charlton, 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: .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. Paul Charlton, 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://.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. Paul Charlton, 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:// 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. Paul Charlton, 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. Paul Charlton, 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: charltons@sympatico.ca 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. Paul Charlton, 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. Paul Charlton, 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. Paul Charlton, 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. Paul Charlton, 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. Paul Charlton, 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. Paul Charlton, 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

Mobile
Fluid Responsive

Videos

Marketing

Reputation

Facebook

Google Plus

Blog

SEO

Logo

SPK

DC

Email

HIPAA Form

SSL Security

ADApt

Others

360 Plan

Leads | 2016-02-03 | Danny | Phone Conference #2

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

2016-02-18 | danny.n
"Hi Danny I just want to thank-you for your time last month with regards to answering a lot of questions about website design. Unfortunately, your pricing is beyond my budget especially with the way the Canadian dollar is. As a side note - I did like your honest comments about Google ads- and I like your promoted review filter program if I need it in the future. Thanks again Paul"

2016-02-18 | justinn
opened via sidekick

2016-02-18 | danny.n
called. spoke to dr. he appreciate the time but due to the canadian currency exchange at a low. he went with a local company.

2016-02-03 | danny.n
justin, read note just fyi. I'll touch base with him in a week and i'll update you.

Estimates | 2015-10-05 | Danny | Phone Conference Sent

Gold

Initial: 2 Payments of $1,499
Monthly: $79

Full Custom Design

Designed from Scratch

Mobile Responsive

Matching Design | Auto Dial | Map | Forms

Premium SEO

Analytics | Geo-Targeting | Meta Tags

Educational Library

Get Access to Hundreds of Articles

Appointment Alerts

Multi-Platform (Email, Fax, Text)

x Oct Special: 30 Day Money Back Guarantee. Risk Free, No Obligation

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

Dr.-Paul-Charlton

COMMENTS:

2016-01-11 | justinn
Emailed via Danny's Acct

2015-12-03 | justinn
opened via sidekick

2015-12-03 | justinn
Emailed F/U

2015-12-03 | justinn
LM

2015-12-01 | justinn
Called me back - seems like buttdial - LM for him

2015-12-01 | justinn
LM

2015-11-23 | justinn
disregard ----v (Danny Opened Email)

2015-11-23 | justinn
opened via sidekick

2015-11-23 | justinn
Emailed F/U

2015-11-04 | justinn
Very nice - said he is still super busy - asked to give him a few more weeks

2015-11-03 | danny.n
sidekciked

2015-11-02 | justinn
LM & Emailed via Danny's Acct

2015-10-16 | danny.n
"Hi Danny I'm so sorry for not responding but Im a bit busy right now - give me 2 weeks please. Dr. Paul "

2015-10-16 | justinn
Emailed via Danny's account

2015-10-14 | justinn
LM

2015-10-12 | justinn
LM

2015-10-07 | danny.n
sent.

2015-10-07 | justinn
i believe he said he is having something built but is looking at all options rn - super nice - please send email & proposal discussed - you haven't yet

2015-10-07 | justinn
Dr. did not receive the proposal/email - email is correct - danny please send

2015-10-05 | justinn
Mailed

2015-10-05 | danny.n
Justin, please MAIL and f/u in 2 days.

Dr. Paul Charlton

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Team

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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

Initial: Payments of Monthly:

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Gold

Initial: 2 Payments of $1,499 Monthly: $79

Full Custom Design

Mobile Responsive

Premium SEO

Educational Library

Appointment Alerts

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: 2 Payments of $1,499
Monthly: $79

Initial: Payments of
Monthly:

Initial: Payments of
Monthly: