Dr. Liu Dental Care

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    Comp.Of Tickets& product intro. emailed 
    Notes | 2016-05-03 | Alec J. | #50203 |

    Leave a Comment:




    Client Self Hosting closed
    Task: Other | 2016-05-02 | Danny | #50113 |

    Belinda, client is self-hosting their site already since Feb. Marvin forgot to notify us until today. I am in the process of refunding them back 2 months for their monthly hosting. Please do your process. I will be keeping them in our Gallery.


    Leave a Comment:




    Refund Charge Request. closed
    Task: Sales | 2016-05-02 | Marvin A. | #50095 |

    Hi, Marvin,
    I noticed on 3/23/2016 and 4/21/2106 my credit card was charged for monthly maintenance fee of $49 respectively. I believe we don’t have that in our contract and we clearly stated that we would not need you guys to maintain my website when you made another charge on 1/24/2016. Please credit them back. Thank you!


    2016-05-02 | chandra.t
    Stopped charges.
    2016-05-02 | chandra.t
    Refunded 2 months ($98) back to Visa ending in 1640.
    2016-05-02 | danny.n
    Chandra, please credit them back 2 months. They already hosting the site on their own since Feb BUT MARVIN forgot to notify us. Please let me know when done.

    Leave a Comment:




    Marketing Analysis Sent 
    Leads | 2016-04-04 | Danny | #48167 |

    Dr. Liu

    Dr. Liu
    2016-04-19 | danny.n
    SK: 915am
    2016-04-19 | danny.n
    called... lm for Connie.
    2016-04-11 | danny.n
    touched based via email. Will call in a few days.
    2016-04-06 | danny.n
    SK: 10:10am
    2016-04-04 | tri.l
    mailed a copy as well

    Leave a Comment:




    Comp.Of Tickets& product intro. emailed 
    Notes | 2016-03-23 | Alec J. | #47454 |

    Leave a Comment:




    Google Analytics Not Installed closed
    Task: Website | 2016-03-22 | Danny | #47355 |

    Marvin, here is another new client that we missed installing the GA codes. Please make sure Jan and Catherine integrates this as part of the development and prior to sending out for review.


    2016-03-22 | chandra.t
    Set up Analytics and Status Cake.

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    Comp.Of Tickets&Feb2016promo emailed 
    Notes | 2016-02-23 | Alec J. | #45658 |

    Excluding Mobile


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    post to gallery closed
    Tasks | 2016-02-23 | Catherine C. | #45640 |

    2016-02-23 | catherine.c
    post created. closing.
    http://optimized360.com/wp-admin/post.php?post=15439&action=edit

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    Email: Website is Live 
    Design | 2016-02-22 | Marvin A. | #45632 |

    Hi Connie and Dr. Liu,

    Congratulations! Your new design is now live and visible to the public.

    There are many design companies out there to choose from and we greatly appreciate you choosing us at Optimized360 for your design needs. Please do keep in touch with us as we love to hear feedback from our valued clients. If at anytime you are interested or have any questions about our marketing services, please feel free to contact us at 1(800)997-9368

    Thank you!

    Sincerely,

    The Optimized360 Team


    Leave a Comment:




    Update Robots File/301 closed
    Task: Website | 2016-02-22 | Marvin A. | #45631 |

    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.


    2016-02-22 | marvin.a
    Client has ownership, disregard.

    Leave a Comment:




    Sent new video button assets 
    Design | 2016-02-15 | Marvin A. | #45248 |

    spelled wrong.


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    Contact Us Jotform closed
    Task: Website | 2016-02-15 | Marvin A. | #45240 |

    Hi Brijesh,

    The contact us form does not show the drop down menu fields (location) and (preferred time) on the form when it is submitted.

    I forwarded you what I received as a test.

    Thanks!


    2016-02-22 | marvin.a
    Closing
    2016-02-17 | developerbrijesh
    Done this Point, Check mail and confirm it.

    Leave a Comment:




    Package (Backup) site and send to client closed
    Task: New Project | 2016-02-04 | Marvin A. | #44806 |

    FWD’d email of ftp credentials.


    2016-02-08 | jan.w
    I have backed up the site and uploaded the .htaccess, wp-content, and .sql files to their temp FTP account that they have provided for us, closing ticket.

    Leave a Comment:




    Mobile Site Edit closed
    Task: Website | 2016-02-04 | Marvin A. | #44773 |

    Change the main image as we discussed. Please have this done immediately.


    2016-02-04 | jan.w
    I changed the main image for the mobile site, closing ticket.

    Leave a Comment:




    Monthly Charges 
    Accounting | 2016-02-04 | Danny | #44727 |

    Connie was not aware that there are charges for the monthly fees because they had the intent of hosting on their own. Explained to her how it works which she understood after. She stated that site should be done and transferred hopefully within the next 2 weeks so she request to waive the next charge which I did. but it will auto charge after that if not transferred by then. she understood as well. very nice and understanding.


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    Website Edit closed
    Task: Website | 2016-01-18 | Marvin A. | #43956 |

    Wants banner images zoomed out if possible so that no heads are cut off. I let client know there may not be enough width of the image to support this.

    Let me know if it is a problem.


    2016-02-04 | catherine.c
    white space added to all slides. closing again.
    2016-02-04 | catherine.c
    add white space to left and right sides.
    2016-02-03 | catherine.c
    closing.
    2016-01-22 | catherine.c
    I tried to zoom out and not cut off heads but it hides key items in pictures.
    slide 2 - teeth cut off
    slide 3 - this one is ok
    slide 4 - low res image...patient cut out of picture
    Let me know if I need to go back to previous versions of these images.

    Leave a Comment:




    Client Request closed
    Task: Website | 2015-12-29 | Marvin A. | #43047 |

    Wants the slider images to be framed/cropped a little better. If it means zooming or zooming out, then do so.


    2016-01-12 | marvin.a
    Thanks closing
    2016-01-12 | catherine.c
    Girl slider fixed.

    Leave a Comment:




    Comp.Of Tickets&Jan2016promo emailed 
    Notes | 2015-12-28 | Alec J. | #42995 |

    SEO, Marketing, Rep only


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    Additional Edits from Client closed
    Task: Website | 2015-12-21 | Marvin A. | #42702 |

    1. Front page 4 grids: switch implants and orthodontics orientation; new picture for orthodontics
    2. Advanced Technology under the front page can be moved to the page under services
    3. Contact Us: Can the maps be a bit smaller and the address a bit bigger (have 5890 Stoneridge Drive, Suite 108 all on one line)?


    2015-12-27 | catherine.c
    Ticket has been completed. Closing ticket.
    2015-12-21 | marvin.a
    "One more thing, for the smile gallery, the top pictures are 1/4 of the line, whereas the bottom are 1/3. Can we make all of it 1/3? Including the pictures and textbox, so it would look like Title 1 line description 1/3, picture 1/3, picture 1/3"

    Leave a Comment:




    Slider Images + Tagline closed
    Task: Website | 2015-12-21 | Marvin A. | #42691 |

    Client requested to change the current slider pictures with these:

    http://www.bigstockphoto.com/image-104528519/stock-vector-dentist-doctors-office-and-patient-with-toothache-vector

    http://www.bigstockphoto.com/image-55780757/stock-photo-dentist-teaching-girl-how-to-brush-teeth

    http://www.bigstockphoto.com/image-105589826/stock-photo-dentistry-education-female-dentist-doctor-teacher-explaining-treatment-procedure-to-iranian-asian-students-group-in-dental-clinic

    http://www.bigstockphoto.com/image-72107422/stock-photo-dentist-explaining-x-ray-to-senior-couple

    Client also requests that the Tagline be bigger and more cursive font. I’ve notified her that the font we used was the font she requested, but see if you can find a more cursive font. Let me know if you can’t.


    2015-12-28 | catherine.c
    Ticket has been completed. Closing ticket.
    2015-12-28 | catherine.c
    done. please review.

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    Emailed Connie 
    Design | 2015-12-17 | Marvin A. | #42609 |

    To take a gander at the changes she requested.


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    Orthodontics closed
    Task: Website | 2015-12-14 | Marvin A. | #42421 |

    Please add 4 images just like our normal inner pages. (Adult, Children, Braces, Invisalign) Link to corresponding pages.


    2015-12-17 | marvin.a
    Looks good! Great attention to detail on the borders of the images. Closing
    2015-12-16 | catherine.c
    Please review.
    http://677.19c.myftpupload.com/orthodontics/
    2015-12-16 | catherine.c
    make similar to this page. use Adult, Children, Braces, Invisalign image links
    http://677.19c.myftpupload.com/periodontics/

    Leave a Comment:




    Web Edits closed
    Task: Website | 2015-12-09 | Marvin A. | #42217 |

    Remove Social Buttons
    Cursive Tagline (under the number) to match the image
    Font-size bigger on Navigation

    Services Sub-menu
    -Add “Oral Surgery” and link the appropriate page
    -Add “Implants” and link the appropriate page
    -Add “Advanced Technology” and write “coming soon” as the client will provide content.

    Testimonials:
    -Remove the Yelp embed and replace with content from this page (http://drliudentalcare.com/index.php?p=testimonials)

    Contact Us
    -Move jotform to the bottom. If there is an issue with the sidebar and the map collision, please fix.
    -Add “Preferred time” field below name. on jotform. Add “(Weekday, Weekend, Etc)” as the descriptor.


    2015-12-14 | marvin.a
    Looks good closing.
    2015-12-11 | catherine.c
    Please review.

    Leave a Comment:




    Smile Gallery closed
    Task: Website | 2015-12-09 | Marvin A. | #42203 |

    Edit smile gallery to look like this (http://www.phelpscohenortho.com/common-treatments)

    Currently it is setup as 1/2 columns. Change to 1/2, 1/4, 1/4. For the Description part, just write coming soon — client will edit content.


    2015-12-14 | marvin.a
    looks good closing
    2015-12-11 | catherine.c
    Please review.

    Leave a Comment:




    Email: Mobile Website is Ready 
    Mobile Ready | 2015-12-04 | Belinda | #42026 |

    Hello Connie,

    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): drliudentalcare.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@drliudentalcare.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:




    Create Mobile Website closed
    Task: New Project | 2015-12-01 | Belinda | #41799 |

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


    2015-12-03 | jan.w
    I have created the mobile site for Dr. Liu Dental Care, please review

    Leave a Comment:




    Past Due 
    Accounting | 2015-11-30 | Chandra | #41740 |

    Email past due $1750 for web design.


    2015-12-01 | chandra.t
    Connie updated CC via fax, paid past due.

    Leave a Comment:




    Doctor’s Page Edit closed
    Task: Website | 2015-11-25 | Marvin A. | #41652 |

    Please update the picture and content on the Doctor’s page to the attached document.

    Meet-the-Doctors
    2015-11-25 | marvin.a
    Looks good!
    2015-11-25 | catherine.c
    Please review.

    Leave a Comment:




    Testimonial Page closed
    Task: Website | 2015-11-20 | Marvin A. | #41470 |

    Please load yelp reviews onto testimonial page.

    http://www.yelp.com/biz/smile-solutions-pleasanton


    Leave a Comment:




    Inner Page Edit (Divy Maybe?) closed
    Task: Website | 2015-11-19 | Marvin A. | #41391 |

    For Contact us- lets change all office hours to 5pm at the end of the day; move the appointment submission form to the top and move the addresses to the bottom. For the google map and addresses, can it be in 2 columns, Pleasanton on the left, and Newark on the right?

    Try to use divy, if not it’s ok. No tables as it will be used with our mobile theme too.


    2015-12-04 | rod.l
    Ticket has been completed. Closing ticket.
    2015-12-04 | rod.l
    Using elegant builder.
    2015-11-20 | rod.l
    Divi not working on this one either. Holding this until we know. So far, it does not work on this one, brea, and it does not work with plugins.

    Leave a Comment:




    Feedback/Revisions closed
    Task: Website | 2015-11-11 | Marvin A. | #41078 |

    Hi Marvin,

    I have spoken to the doctor in regards to the template and there are a few changes that we would like to make:

    1. The font size of the navigation bar on top, could it be a little larger (1-2 font sizes larger)
    2. Dental News- direct link to ADA website
    3. Upcoming Events- I will add content myself each month, but as of now, I am thinking of featuring something for our orthodontist. Would you have any content that you can post right now? If not, the big picture on our main website has a flyer that I made, and it can go on there for now
    4. For the 4 blocks of services that have pictures (located under the main picture). Can we switch the categories to Orthodontics, Oral Surgery & Wisdom Teeth Extraction, Periodontics, and Implants respectively? Along with appropriate pictures of course.
    5. For the top navigation bar that says implants in chinese (种植牙), can you move that page under services, and title it Implants (Chinese version)?
    6. Testimonials- could we take out the little survey submit form and replace it with the current ones we have under Yelp as well as our website?
    7. For Contact us- lets change all office hours to 5pm at the end of the day; move the appointment submission form to the top and move the addresses to the bottom. For the google map and addresses, can it be in 2 columns, Pleasanton on the left, and Newark on the right?
    8. For the main navigation bar on top. Please make the order of tabs: Home, Office, Team….(omit 种植牙)..Contact Us

    Thanks so much!

    Connie

    PS I wont be in office until Friday, so if you need anything, feel free to email me 🙂


    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2015-11-10 | Marvin A. | #41054 |

    Hi Connie,

    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): drliudentalcare.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@drliudentalcare.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:




    Mobile Site closed
    Task: Other | 2015-11-09 | Marvin A. | #40995 |

    Make mobile site.


    Leave a Comment:




    Pictures 
    Design | 2015-11-06 | Marvin A. | #40935 |

    Talked to Connie, she sent pictures of their office through their yelp. Told her that we are 90% done and showed a small image sample to see how it looks.


    Leave a Comment:




    Desktop on Mobile closed
    Task: Website | 2015-11-04 | Marvin A. | #40830 |

    Hi,

    Please fix how this looks on mobile. See attached screenshot.


    2015-11-06 | marvin.a
    Closing ticket, made a new task on vail medical
    2015-11-06 | marvin.a
    Dr. Liu is a straight copy of Vail Medical (https://360controlpanel.com/2015-cp?id=101120). To avoid copying this problem again from Vail Medical, please fix it the way you did with this site.
    2015-11-06 | developerbrijesh
    Desktop on Mobile issue solved. Dont understand the "Vail Medical" issue. Please elaborate it.
    2015-11-04 | marvin.a
    Also please fix this issue with Vail Medical. (https://360controlpanel.com/2015-cp?id=101120) Don't forget to turn off mobile plugin to see the changes. When done, make sure the plugin is back on.

    Leave a Comment:




    Connie Availability 
    Notes | 2015-10-30 | Marvin A. | #40598 |

    Connie has let me know that her availability is Tue, Fri and Sat.


    Leave a Comment:




    Color Sample Review 
    Design | 2015-10-28 | Marvin A. | #40499 |

    Connie decided to go with Vail Medical via Danny’s correspondence. I emailed her a few color samples. I called to follow up and was told she will not be in the office until Friday.

    I will go forward in setting up Vail Medical’s design (desktop and mobile) with a color I feel she would like since the change is minor if she does end up going with a different color. Best case, we will get approval the day Connie comes back to the office.


    2015-10-30 | marvin.a
    Connie has gone with #1677B7 as her color.

    Leave a Comment:




    New Order closed
    Task: Accounting | 2015-10-27 | Danny | #40434 |

    Mobile Responsive: $500

    please charge $500. No need for monthly cause client will be hosting.


    2015-10-27 | chandra.t
    Charged.

    Leave a Comment:




     closed
    Task: Sales | 2015-10-27 | Marvin A. | #40432 |

    Connie had a few service questions in our design interview. I described how As-Is works more in depth.

    Interested in Vail design. Wants to change green text to blue and etc. (minor code changes).

    Asked if sites are responsive and said all of our sites are. Told her Vail’s mobile is a separate service. Interested in mobile and inquired how much.

    Also wants to know more about video services that she heard about from Danny.


    2015-10-27 | danny.n
    Marvin, I spoke to Connie, quoted her $500 extra (reg: $1,000) for a mobile responsive verison. She will let me know. With regards to the color change to vailmedicalcenter.com from green to blue, i told her it is usually extra but i can waive it for her. Seems like she is still looking around on other designs and has not finalized so she will call to confirm with you prior to starting. i had stated to her that other designs may be more technical so changing colors we may have to actually charge her for... she understands.

    Leave a Comment:




    Phone Interview 
    Design | 2015-10-27 | Marvin A. | #40431 |

    They like a modern design with less words. They have a logo that is turquoise, I asked for a copy to make sure the design they chose does not clash with logo.

    Described As-is and what to look for in gallery. They like Vail but would like to change the green accents to blue/sky blue if possible. Said I would have to check with Danny/Belinda. They asked if the sites were mobile responsive. I said that all sites were responsive, but the Vail site she is looking at in her phone is a design specifically for mobile. She inquired to how much and I said I would have Danny let her know.

    She wants a slider for the office inner with their office pictures. Interested in video subscription as well.


    Leave a Comment:




    Initial Notes 
    Design | 2015-10-26 | Marvin A. | #40364 |

    “Really liked WestlakeSmileStudio.com but liked more the beautifulsmilesofde.com”

    The two designs are very different. Will have to clarify what they want. They have no logo, will have to see if they have one… if so, does it match the designs they want.


    Leave a Comment:




    New Website Project closed
    Task: New Project | 2015-10-20 | Danny | #39992 |

    – Connie (office manager) – very nice
    – waiting on design to choose from to get dr’s approval.
    – design as-is with Ownership

    – PLEASE f/u with me next Monday 10/26 if i haven’t let you know which design they’ve chosen. No need to contact Connie cause she will email me the design and then we contact to coordinate. Just put on your calendar to touch base with me. No need to send intro email until i get the design.

    Client will be taking the site to host on their own around Jan 2016 cause they have own IT to manage the site.


    2016-02-26 | marvin.a
    Site has been sent to client a few weeks ago. client is now hosting on their server. Closing project.
    2015-10-28 | marvin.a
    I emailed her a few color samples. I called to follow up and was told she will not be in the office until Friday. I will go forward in setting up Vail Medical’s design (desktop and mobile) with a color I feel she would like since the change is minor if she does end up going with a different color. Best case, we will get approval the day Connie comes back to the office (Friday).
    2015-10-28 | marvin.a
    Sent color samples via email. Will call her to discuss the colors sent.
    2015-10-27 | danny.n
    Connie also confirm to go ahead with the Mobile Responsive site.
    2015-10-27 | danny.n
    Marvin, I spoke to Connie, they have confirmed to go with VailMedicalCenter.com . They wanted the green to be "blue", not like the sky blue but more ocean blue. I told her that you will send over a color sample to confirm. Can you please confirm with her on that. With regards to the mobile, she will let me know by tomorrow. Thanks.
    2015-10-27 | danny.n
    Marvin, I spoke to Connie, quoted her $500 extra (reg: $1,000) for a mobile responsive verison. She will let me know. With regards to the color change to vailmedicalcenter.com from green to blue, i told her it is usually extra but i can waive it for her. Seems like she is still looking around on other designs and has not finalized so she will call to confirm with you prior to starting. i had stated to her that other designs may be more technical so changing colors we may have to actually charge her for... she understands.
    2015-10-26 | marvin.a
    Called again, left message. @3PM
    2015-10-26 | marvin.a
    Called, left message. Will call again when it is not Lunch time.
    2015-10-20 | belinda.t
    Marvin, please come talk to me prior to starting.

    Leave a Comment:




    New Order closed
    Task: Accounting | 2015-10-20 | Danny | #39991 |

    Silver w/ Ownership: $3,500 + $49/m*
    * Waived until Jan 2016.
    Client will take site for self-hosting (has own IT)


    2015-10-27 | chandra.t
    Charged.
    2015-10-27 | danny.n
    client faxed over proposal today. saved in "server" and attached to cp
    2015-10-20 | danny.n
    cc will provided once design is chosen from gallery.

    Leave a Comment:




    Q & A 
    Leads | 2015-10-13 | Danny | #39660 |

    “Connie,
    Here are the answers to your questions 🙂

    1. If we do buy the package with ownshiper, but later have issues that cannot be resolved by our IT person and choose to have the month maintenance by optimized360, will we be charged $49 for every month from then? or can we just get it for 1 month and cancel the monthly fee after the issue is resolved? Or will we have the chance to always ask questions and be directed to solve issues that arise with upcoming desgins?
    – If your IT has an issue and I can help resolve it, I will be more than happy to have my IT provide guidance. Because you are hosting it on your own server, we do not have access and not authorize to access your server due to security reasons. But as stated, we can help troubleshoot by providing guidance! There is no cost for this. The $49/m is applied if we move the files back over to our server to access and if so, we will provide 100% support. This is the same policy with any company you will talk to. They will not access your server. Our sites that we develop for you it is very advanced but at the same time very user-friendly. Any IT can support and maintain the site. In the past 5 years, i would only recall maybe 1 client that we have to provide consultation to their IT 🙂

    2. While browsing the pre-designed websites on the gallery page, we’ve noticed a few desgins that have videos linked/embedded by MediaMed(not sure of name), we were very interested in them, and was wondering if we could also have them included? Will that be the gold package? Or will we have to buy the ownship, sign some contract with the video company directly? We already have videos from Guru, which you stated will be imported to the new website, how will this new video site affect our package?
    – The mediamed videos is a separate fee which is $20/m. This $20/m is not our fee but that companies fees that allows our clients to use it. It is a discounted rate. If you’d like to use it, let us know and we will set it up for you. If you went directly to Mediamed, they charge you more per month, I believe it is about $30. That $20/m rate is contracted for our clients. If you’d like, simply let us know 🙂 There is no contract, its on a month to month basis. It is better that you decide now because it requires embedding vs later on, it may be difficult for your IT to embed it on to the site. There is no extra cost to setup the videos on our end!

    3. For pictures that are currently on the pre-designed websites, will we have a gallery to choose images from or will we have to provide our own? The copyrights and ownership of those images are our concern since we aren’t able to produce pictures ourselves, and would have to rely on a second source.
    – The stock images that we place on our client’s site are “royalty-free” images which means we bought them and have a license for it which means because you have ownership, you have it too. If there are any specific images you’d like, simply let us know and we’ll get it for you. For example if you need a certain age group, ethnicity, landmarks, etc images, we can get it.

    THanks!”


    2015-10-16 | danny.n
    "Hi Danny, I only work tue, fri, and sat, so didn't get a chance to see this email til now. That sounds like a great plan, furthermore, I have been looking at the gallery and making a decision on which template to choose with the Doctor. We are going to compare a little bit more of the pros and cons of a few designs that we have picked, and should be able to start soon. If I have questions, I will email you over the weekend. thanks! Connie "
    2015-10-16 | danny.n
    sidekicked
    2015-10-15 | danny.n
    called connie to see if she got my message regarding the solution which is for us to host the site for a few months at no extra cost until they are ready to take it with them for IT to manage. Seems like their office is closed today based on the hours online. LM on office voice mail
    2015-10-14 | danny.n
    offered her 1st 2 months waived so we can host and do any final revisions maintenance before they take the site for self-hosting.

    Leave a Comment:




    Phone Conference 
    Estimates | 2015-10-06 | Danny | #39310 |

    Connie called, interested in our designs. Really liked WestlakeSmileStudio.com but liked more the beautifulsmilesofde.com . Went over the cost for silver. Asked about avoiding monthly fees, not sure how it works. explained ownership. after asking her about current site, they have an IT in the office that is managing the current site. Advised that it is better that we host cause its very minimal. Will discuss with dr. Very nice and hot lead. emailed proposal

    Dr.-Liu-Dental-Care Dr.-Liu
    2015-10-13 | danny.n
    called to f/u. spoke to connie cause i saw her sidekicked the email. She said she actually was out of the office yesterday, mondays they are closed. She had a lot of other questions regarding the ease of editing the site. content she has on the old site if some can be carried over. Asked about marketing, suggested Adword (min $500/m). she will talk to dr today and look at gallery. told her to fax it and we can get started.
    2015-10-12 | danny.n
    Sent a f/u
    2015-10-06 | danny.n
    "Thanks Danny! "
    2015-10-06 | justinn
    mailed
    2015-10-06 | justinn
    fix the number
    2015-10-06 | danny.n
    justin, please mail. thx.

    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: 2015-10-27
    Site Download/Site Sucker:
    Temporary Site: 2015-10-27
    Concept: 2015-11-04
    Approved: 2015-11-04
    Add to Upwork
    Add Developer to Temp Site
    Review: 2016-11-04
    Design # and Download:
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake: 2016-03-22
    Live Online: 2016-02-23
    Analytics Setup: 2016-03-22
    Analytics Report or Jetpack Setup: 2016-03-22
    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:
    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
    2015-10-20
    2015-10-27
    Mobile
    Fluid Responsive
    2015-10-27

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email
    2015-10-20

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2016-04-04 | Danny | Marketing Analysis Sent


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Dr. Liu

    COMMENTS:

    2016-04-19 | danny.n
    SK: 915am
    2016-04-19 | danny.n
    called... lm for Connie.
    2016-04-11 | danny.n
    touched based via email. Will call in a few days.
    2016-04-06 | danny.n
    SK: 10:10am
    2016-04-04 | tri.l
    mailed a copy as well
    Leads | 2015-10-13 | Danny | Q & A


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2015-10-16 | danny.n
    "Hi Danny, I only work tue, fri, and sat, so didn't get a chance to see this email til now. That sounds like a great plan, furthermore, I have been looking at the gallery and making a decision on which template to choose with the Doctor. We are going to compare a little bit more of the pros and cons of a few designs that we have picked, and should be able to start soon. If I have questions, I will email you over the weekend. thanks! Connie "
    2015-10-16 | danny.n
    sidekicked
    2015-10-15 | danny.n
    called connie to see if she got my message regarding the solution which is for us to host the site for a few months at no extra cost until they are ready to take it with them for IT to manage. Seems like their office is closed today based on the hours online. LM on office voice mail
    2015-10-14 | danny.n
    offered her 1st 2 months waived so we can host and do any final revisions maintenance before they take the site for self-hosting.
    Estimates | 2015-10-06 | Danny | Phone Conference Ordered

    Silver


    Initial: 2 Payments of $999
    Monthly: $49


    Selected Design

    Pre-Selected Design

    On-Site Optimization

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Mobile Compatible

    Fully Functional on All Smartphones


    Silver w/ Ownership

    Regular Price: $5,999

    Initial: 2 Payments of $1,749
    Monthly: $49*

    Silver Package

    Everything on Silver Package Plus

    Ownership

    Own the Custom Design We Create

    * Monthly is optional

    Regular Price:

    Initial: Payments of
    Monthly:

    Dr.-Liu-Dental-Care Dr.-Liu

    COMMENTS:

    2015-10-13 | danny.n
    called to f/u. spoke to connie cause i saw her sidekicked the email. She said she actually was out of the office yesterday, mondays they are closed. She had a lot of other questions regarding the ease of editing the site. content she has on the old site if some can be carried over. Asked about marketing, suggested Adword (min $500/m). she will talk to dr today and look at gallery. told her to fax it and we can get started.
    2015-10-12 | danny.n
    Sent a f/u
    2015-10-06 | danny.n
    "Thanks Danny! "
    2015-10-06 | justinn
    mailed
    2015-10-06 | justinn
    fix the number
    2015-10-06 | danny.n
    justin, please mail. thx.