Westlake Family Orthodontics

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 101789




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

    DOMAIN INFO


    LATEST NOTES



    Add a Note
    CATEGORY:



    Add a Task
    CATEGORY:




    Add a Ticket
    CATEGORY:





    Start Cancellation







    Logo & Photos closed
    Ticket: Website | 2018-02-28 | Desirae.G | #118461 |

    FEAT. SERVICES
    -replace all tooth icons with the one attached below

    HOME; MEET THE DOCTORS
    -add star logo attached below above “our goal for…” text

    ABOUT US; OUR DOCTORS
    -replace Dr. Travis’ photo with the one attached below


    2018-03-06 | developershafiq
    Tooth color icons changed.
    2018-03-06 | desirae.g
    FEAT. SERVICES - please make all tooth icons in white color and keep the illuminated hover effect
    2018-02-28 | catherine.c
    admin101789
    FLHsFmM&UTpoovaAQ6nv!n^&
    sFTP:
    westlakefamilyortho.com
    U: g9a73107940233
    P: vAew6_BINI

    Leave a Comment:




    Edits via Phone Call with Chris closed
    Ticket: Website | 2018-02-28 | Desirae.G | #118454 |

    MENU
    -remove Events & Specials

    HERO SLIDER
    -add more space between the text and Invisalign icons for each slide

    SIDEBAR & HEADER & FOOTER
    -remove Twitter icon
    -update all social icons to the ones attached below

    ABOUT US
    -remove “Our Team”

    FOOTER
    -link the email

    FINANCIAL
    -add to the end of “we accept…” sentence:
    “Discover, American Express, FSA, and HSA”

    PATIENT CENTER; EMERGENCY CARE
    -add to the end of the last paragraph, “We provide assistance after hours for emergency patients.”

    PATIENT CENTER; PATIENT FORMS
    -replace Photo Consent form with the one attached below and link in new tab
    -replace New Patient Health History form with the one attached below and link in new tab


    2018-03-06 | developershafiq
    Email address linked, Space added before "we provide assistance..."
    2018-03-06 | desirae.g
    FOOTER -link the email
    PATIENT CENTER; EMERGENCY CARE - add a space before "we provide assistance..."
    2018-02-28 | catherine.c
    admin101789
    FLHsFmM&UTpoovaAQ6nv!n^&
    sFTP:
    westlakefamilyortho.com
    U: g9a73107940233
    P: vAew6_BINI

    Leave a Comment:




    Edits via Phone Call with Chris 
    Notes | 2018-02-28 | Desirae.G | #118451 |

    FEAT. SERVICES
    -wants to replace the teeth with teeth icon in logo

    MENU
    -remove Events & Specials

    HERO SLIDER
    -wants more space between the text and Invisalign icons for each slide

    SIDEBAR & HEADER & FOOTER
    -remove Twitter icon
    -update all social icons

    ABOUT US
    -remove “Our Team”

    OUR DOCTORS
    -replace Dr. Travis’ photo (Chris will email)

    FOOTER
    -link the email
    -change 2 teeth icons to the star logo (Chris will email)

    HOME; MEET THE DOCTORS
    -add star logo (Chris will email)

    FINANCIAL
    -add to “we accept…” – “Discover, American Express, FSA, and HSA”

    REFER A FRIEND
    -wants to change the form (Chris will email example)

    FORMS
    -need to replace (Chris will email new ones)

    *might want to change color of header; quoted Chris $500 and suggested to keep it as-is, she will consult the Dr. first


    Leave a Comment:




    Jotform Submission with Test for Cleaning? closed
    Ticket: Other | 2017-10-23 | Danny | #97913 |

    Can you please take a look at Dr. Tomblyn’s form on his site based on his comment below?

    “Hi Danny,

    We’ve received 12 emails from jotform from last Wednesday to Saturday from patients asking for cleanings or tooth extractions from out of state and several that just said test. Do you know what is happening?

    Thanks,

    Travis Tomblyn

    Sent from my iPhone”


    2017-10-23 | catherine.c
    Ticket has been completed. Closing ticket.
    2017-10-23 | catherine.c
    changed form online to new one. Sent Dr.Tomblyn submissions excel spreadsheet from old form.

    Leave a Comment:




    CC Update 
    Accounting | 2017-09-29 | Chandra | #91980 |

    Michelle udpated CC via phone (Visa ending in 6436).


    Leave a Comment:




    Quote for SSL & ADApt 
    Leads | 2017-09-19 | Danny | #88691 |

    Dr called asking about the ADApt per our discussion last month. dr forgot the quote. Told dr i’ll email him the quote for that along with the SSL

    SSL: $485 + $385/year
    ADApt: $500 + $29/m (6 months waived)


    2017-09-27 | danny.n
    "Hey Danny, Yes I received the email and will get back with you shortly regarding with option we plan to go with. Thanks, Travis Tomblyn "
    2017-09-26 | danny.n
    sent f/u.

    Leave a Comment:




    SSL Certificate with Google 
    Leads | 2017-09-19 | Danny | #88667 |

    Spoke to Dr., received the email I had sent him which he understood it was beyond anyone’s control. Understands that we won’t know 100% until Oct 1st when it is implemented. At that time, we will know if it is for the domain as a whole or only on the page with the form. Quoted Dr. $485 + $385/year for ssl. Dr asked what i think, i told him that 9/10 of our clients are doing it as a precautionary. Also pointed out to him that even if its only on the page with the FORM, it may be a turn off after they are interested to see this show up which may prevent them from committing. He agrees. Dr will talk to his wife and will 99% do it. Asked me to email him so he cna reply to proceed.


    Leave a Comment:




    Calendly: 9/19 @ 11am -Google “not sec.” 
    Leads | 2017-09-19 | Danny | #88554 |

    Hi Danny N. – Optimized360,

    A new event has been scheduled.

    Event Type:
    30 Minute Meeting

    Invitee:
    Travis Tomblyn

    Invitee Email:
    travistomblyn@gmail.com

    Event Date/Time:
    11:00am – Tuesday, September 19, 2017 (Pacific Time – US & Canada)


    Leave a Comment:




    Google HTTPS closed
    Task: Website | 2017-09-18 | Catherine C. | #88330 |

    Please contact doctor regarding secured site. He received email from someone selling his services. You have been cc’d in email.


    2017-09-19 | danny.n
    dr scheduled a call for today at 11am
    2017-09-19 | danny.n
    Ticket has been completed. Closing ticket.
    2017-09-18 | danny.n
    Yes, I have reached out to him already. Waiting for him to respond to speak. TY>

    Leave a Comment:




    SSL Quote 
    Leads | 2017-04-27 | Danny | #74538 |

    Spoke to Felicia reagrding patient forms submission. This was previously discussed. She talked to her practice mgmt software and they don’t support this so wanted to see alternative options again.

    Went over with her what can be done which 1st needs to have an SSL. Showed her visuallly how our site is https and hers is not along with specific reason why it needs to be hipaacompliant. The quote was $500/year. next step is to recreate the current jotform so it has fields customized similar to her patient forms. Understands that she will receive the info and still needs to manually enter into the computer.

    Felicia was very appreciative of the explanation and to not charge for the form. Client is a bit difficult from the past so the charge if quoted will set off issues with Dr. Tomblyn.


    Leave a Comment:




    Request Current Package Info 
    Notes | 2017-04-06 | Danny | #73106 |

    “Hi Guys,

    I would like to check on a few things if they are available in our Package we are currently under.
    Would you be so kind as to send a full copy of it to read.

    Thank you,
    Felicia Lowe”


    2017-04-06 | danny.n
    "Thanks danny. My enternet just crashed!! Waaa....i will read it and call you. Im interested in an options for webbased forms that can be filled out on our site and down loaded to our system after submission. Know anything about that? Felicia Lowe"
    2017-04-06 | danny.n
    sent original contract proposal for review.

    Leave a Comment:




    interest in online form 
    Notes | 2017-04-04 | Catherine C. | #72914 |

    Dr. Tomblyn interested in setting up jotform. Notified him will be $299 per form. He is checking with his wife first before proceeding.

    example he might want to copy:  https://patient-portal-prd-cluster-3.sesamecommunications.com/rbarnett1/ohhf


    Leave a Comment:




    add to reviews page closed
    Ticket: Website | 2017-03-09 | Catherine C. | #71161 |

    Place a Positive Review: By taking the time to write a review affirms your confidence and trust in our office. We want to thank you in advance for all your support.
    Earn a $5 gift card to Starbucks simply go to your phone and Goolgemaps app enter in your search “Westlake Family Orthodontics”, scroll down to select the 5 star rating and write a positive review of our office. It’s so simple!!!


    2017-03-09 | catherine.c
    Emailed Felicia completed.

    Leave a Comment:




    email edits closed
    Ticket: Website | 2017-03-01 | Catherine C. | #70589 |

    DONE – 1. link G+ icon to google maps/reviews

    2. Homepage – replace photo of doctors below blue section with teeth icons with this one
    https://www.dropbox.com/s/zakz3qxxmr5x0ml/Jen%20and%20Trav%20resized.jpg?dl=0

    Make sure bottom of photo stretches to bottom of section.

    3. Homepage – fix office photo slider to the right. bottom of larger photos do not stretch to bottom of section.

    DONE – 4. “Event/Specials” page, please remove the business cards.

    DONE – 5. Add new Special –

    REWARDS: The TOMBYN TOKEN CARDS for our active patients earn a $5 gift card to Amazon, iTune’s, and Chich-Fil-A, Patient REFERRAL to our office earn $10 gift card at the initial consultation and $10.00 gift card if they begin in Active treatment. Write A 5 star Review

    6. https://www.dropbox.com/s/xtjycr9xz0hl32d/2017%20elite.png?dl=0
    Place this logo on the HOME page on both side of each BLACK banner’s verbiage that rotates. Example LOGO “Get your smile On” LOGO or LOGO “Love your Smile”. LOGO.

    DONE – 7. In the banner the read “Get you smile on, Austin!”, please remove the Coma.


    2017-03-15 | catherine.c
    emailed client.
    2017-03-11 | developerbrijesh
    we have fix this please check if you have any changes then tell us
    2017-03-09 | catherine.c
    photo is still not correct. space is still showing below the 2 doctor's photo on homepage.
    2017-03-09 | developerbrijesh
    done please check
    2017-03-08 | catherine.c
    #2 - Cache flushed. Bottom of doctor photo on homepage does stretch to blue line at the bottom.
    2017-03-04 | developerbrijesh
    we have complete #2 #3 #6 please check after flush cache if you have any changes then tell us.
    2017-03-03 | alec.j
    Brijesh, please update and finish the ticket ASAP
    2017-03-01 | catherine.c
    http://westlakefamilyortho.com/wp-admin/
    U: admin101789
    P: jGxUmFzIdGiN@JF&zYY(V7bN

    Leave a Comment:




    Events & Specials page closed
    Ticket: Website | 2017-02-23 | Catherine C. | #70125 |

    Crop/rotate these ads so they are the correct direction. Place them nicely on Events & Specials page.

    https://www.dropbox.com/s/hnetxvp2e887w1e/Specials%20and%20Event%20in%20office.pdf?dl=0


    2017-03-01 | catherine.c
    Ticket has been completed. Closing ticket.
    2017-03-01 | catherine.c
    Emailed completed.
    2017-02-27 | developerbrijesh
    done please check if you have any changes then guide us.
    2017-02-24 | catherine.c
    Correction. Please use this: http://westlakefamilyortho.com/wp-admin/
    U: admin101789
    P: OcRxtMyPSt1g8g(30V%22LpS
    2017-02-24 | catherine.c
    http://westlakefamilyortho.com/wp-admin/
    U: admin101789
    P: NsypVdiuf2bO34sfU%y1K^ux
    2017-02-24 | developerbrijesh
    please provide proper admin auto login

    Leave a Comment:




    patient forms closed
    Ticket: Website | 2017-02-23 | Catherine C. | #70124 |

    1. Add 4 forms to this page : westlakefamilyortho.com/patient-forms/
    https://www.dropbox.com/sh/vzc23oipbeoldu6/AADlH4toFJ8FhiNYdjnuqQoQa?dl=0

    2. Add text after forms list:

    “Please bring to this completed form with you to your scheduled appointment. If you are unable to complete this form from home, please arrive 15 minutes earlier to your scheduled appointment to complete the necessary paperwork in our office.”


    2017-03-01 | catherine.c
    Emailed completed.
    2017-02-27 | developerbrijesh
    we have add forms please check.
    2017-02-24 | catherine.c
    Correction. Please use this: http://westlakefamilyortho.com/wp-admin/
    U: admin101789
    P: OcRxtMyPSt1g8g(30V%22LpS
    2017-02-24 | catherine.c
    http://westlakefamilyortho.com/wp-admin/
    U: admin101789
    P: NsypVdiuf2bO34sfU%y1K^ux
    2017-02-24 | developerbrijesh
    please provide proper admin auto login

    Leave a Comment:




    Additional Comment closed
    Ticket: Website | 2017-02-20 | Danny | #69800 |

    please respond to felicia & both drs:
    jentomblyn@gmail.com
    wfodrtomblyn@gmail.com
    travistomblyn@gmail.com

    “I was informed we have Instagram but it has not been linked. We may need help linking it. I will get that information and pass it along once the Dr’s are with me. I do not know how to that at all, but Dr Jen said Westlakefamilyorthodontics is the name…. if that helps your team.
    As far as the NP Form. I pretended to be a NP and filled out the page to move on to a new pt appointment thru our site. Once I hit enter, the site offered the New Patient Form below highlighted in blue. I clicked it and it defaulted to nothing but the instructions again without a “pdf” to print or to go to. Does that make since? Sorry, if it does not.
    Thank you on Google. Whoooo.. hoooooo!!
    I have an add to place on the the Events and Specials tab. Just need Dr Jen and Dr T to agree. However, once we load stuff there can we make the tab sparkle or do something flashy to be noticed???!!”


    2017-02-23 | catherine.c
    Felicia responded. Creating new ticket.
    2017-02-20 | catherine.c
    Emailed Felicia & Drs to clarify.:
    We have updated the instagram link to https://www.instagram.com/westlakefamilyorthodontics/

    The New Patient form is on the page http://westlakefamilyortho.com/patient-forms/
    Users would not be able to type into this form if that was what you were referring to. Please clarify if this is the correct form and what you would like to do with the form.

    We will wait for your ad and see what we can do to highlight the Events & Specials tab.

    Leave a Comment:




    G+ relink closed
    Ticket: Website | 2017-02-20 | Danny | #69771 |

    Catherine, can you relink the G+ to this: https://www.google.com/maps/place/Westlake+Family+Orthodontics/@30.295623,-97.8273347,17z/data=!3m1!4b1!4m5!3m4!1s0x865b357e466b1389:0xa8aa38d13835a542!8m2!3d30.295623!4d-97.825146

    For IG, can you remove the IG icon on the right for now. They don’t have 1 setup.

    Please email Felicia and the 2 drs when done.

    Thank you


    2017-02-20 | catherine.c
    ok. I will respond to that ticket regarding their edits. Updated instagram link.
    2017-02-20 | danny.n
    don't remove the IG, read new post/support ticket above. They will find it and provide for you to link.

    Leave a Comment:




    right side icons larger closed
    Task: Website | 2017-02-13 | Catherine C. | #69308 |

    Floating social icons on right side. Please make them larger.


    2017-02-15 | developerbrijesh
    done please check
    2017-02-13 | catherine.c
    FTP:
    westlakefamilyortho.com
    U: g9a73107940233
    P: vAew6_BINI

    Leave a Comment:




    top menu closed
    Task: Website | 2017-02-13 | Catherine C. | #69305 |

    Please keep all top menu links in one one when browser window is smaller. Contact Us wraps to next line.


    2017-02-15 | developerbrijesh
    done please check
    2017-02-13 | catherine.c
    http://westlakefamilyortho.com/wp-admin/
    U: admin101789
    P: ZuvBjhivu)Jjgv5ELs@f#&Y(

    Leave a Comment:




    Revisions Request closed
    Ticket: Website | 2017-02-10 | Danny | #69242 |

    Email Felicia when done: felicia@westlakefamilyortho.com

    HI Danny

    Thanks for all your work on our site. It’s looking great.
    I have a few changes from Dr Travis.

    Please place in this order the icon as such:

    Google—- this page is still not up and running properly — please see that this is completed soon!
    Facebook
    Yelp
    Instagram—not activated yet- What am I missing here. I do not know how this page works! LOL
    Twitter
    ……. and can they be a little bit bigger?!! I love them scrolling like that. Thanks!

    I am also noticing that once I have selected a icon to place my review there is no BACK button to return to our Facebook page. If I “X” out it, closes me out of the page completely- Could you see if there is a way to have an easier way to return to the HOME page more smoothly?

    On a standard size computer screen (15″) the “contact us” is not on the same line as all the other ones. Its listed below them. Is it possible to have it on the same line as the others in a standard computer screen size?


    2017-02-13 | catherine.c
    Emailed Felicia edits completed but had questions for her about 2 attached docs. Photo added to doctors page. All other edits completed. Will create new ticket about docs.

    Leave a Comment:




    Revision Request closed
    Ticket: Website | 2017-02-01 | Danny | #68515 |

    1. Make header fixed – everything in white and the top menu

    2. Instagram – will send you link

    DONE – 3. Change the Tab/Button “Schedule an Appointment” to “Request a FREE Consultation”
    Add link to Patient Forms on Thank You page after form submission.

    DONE – 4. Address should read:
    5656 Bee Caves Road, Ste C-100
    Austin Texas 78746

    DONE – 5. Move “Our Reviews” link from under About Us to top menu – will be on side fixed menu instead, not enough space in top menu

    6. Create fixed social icons on right side of screen including the Our Reviews blue button – see this example
    https://www.dropbox.com/s/7nnlv7fhpx5u019/reviewsscreen.jpg?dl=0

    DONE – 7. Add Events & Specials page, add to top menu

    ORIGINAL TICKET:
    Please let me know once it is completed, I will notify the client directly per their request:

    “Here are the other things we would like to have change beneath this ticket.

    1) The white banner at the top of the screen that hold our Address, Logo and Number, tab/button “Make an Appointment” & finally the icons for Facebook/twitter/Instagram/google/yelp.

    Changes to be make here:
    The banner remains in site at the top as scrolling of the pages are being viewed at all times.
    Instagram to be activated and linked
    Change the Tab/Button ” Make an Appointment” to “Request a FREE Consultation” and it direct them to the request page. Also add a quick link or pop up that will guide the patient to the New Patient Forms to be filled out after their submission. Please to Bring to you scheduled appointment or arrive 15 early to complete form in office.
    Address should read: 5656 Bee Caves Road, Ste C-100
    Austin Texas 78746
    Add a “Place your Reviews” Tab at top for easier access and have all the logos in their Colorful Logo icon especially for Google and Yelp. I like your idea of them floating on right site of screen that will remain in site as viewers are scrolling on EACH web screen. I would also like to stress that the these two tabs have a direct connection to the google or yelp search engine.
    I would like to add an “Office Events and Specials” Tab that will interact with our office monthly contests via email link directly to my desk or any suggestions you might have on how to link to facebook, twitter or instagram etc. We would notify our active patients via mass email from IMS system once a month to direct everyone to our website. Not sure if this is possible.


    2017-02-08 | catherine.c
    Emailed doctor completed.
    2017-02-07 | developerbrijesh
    #6 completed please check
    2017-02-06 | catherine.c
    #6 was not completed.
    2017-02-03 | developerbrijesh
    done please check.
    2017-02-02 | catherine.c
    http://westlakefamilyortho.com/wp-admin/
    U: admin101789
    P: 6H4lWz%4vM51plTkwaNxWF^0
    2017-02-02 | catherine.c
    Please do #1, 2, 6.

    Leave a Comment:




    Reviews Tab closed
    Ticket: Website | 2017-01-25 | Danny | #67959 |

    Please talk to me before starting on this. Need to explain. Client wants a preview first.

    Create a floating button on the left side “Our Reviews” (link this to the Reviews tab). Below this button, add FB, G+, Yelp button linking them directly to each page so patients can leave reviews.
    On the Reviews page, grab some of the reviews on YELP, FB, G+ & add it here, currently page is empty.


    2017-02-02 | catherine.c
    See next ticket.
    2017-01-26 | catherine.c
    Emailed Felicia image of how buttons will look. Added testimonials to reviews page. Waiting for her feedback.
    2017-01-26 | danny.n
    send to felicia so she can review and approve.

    Leave a Comment:




    Google Search closed
    Task: Other | 2017-01-10 | Desirae.G | #66862 |

    Felicia called and said when she Googles “jeff zapalac westlake” their practice shows up. This is a previous doctor and should not appear/have any relation to Westlake Family Orthodontics. She wants this fixed ASAP and would like for you to contact her regarding this.


    2017-01-10 | danny.n
    Ticket has been completed. Closing ticket.
    2017-01-10 | danny.n
    called. lm for felicia.
    2017-01-10 | desirae.g
    Call main office #

    Leave a Comment:




    Web Edit closed
    Ticket: Website | 2016-12-29 | jessica.c | #66202 |

    #1 – Swap out the Caption on the second slider image (baner-top) to read
    “Where smiles happen!”


    2016-12-29 | rod.l
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Web Edit closed
    Ticket: Website | 2016-12-21 | jessica.c | #65746 |

    #1 – Swap out the Caption on the second slider image (baner-top) to read
    “Closed for the Holidays between Dec. 22nd – Dec. 28th
    For Emergencies 512-507-3927”


    2016-12-21 | rod.l
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    CC Update 
    Accounting | 2016-12-21 | Chandra | #65745 |

    Felicia updated CC via phone (Visa ending in 7906).


    2016-12-21 | chandra.t
    7806***
    2016-12-21 | chandra.t
    Felicia updated CC (Visa ending in 8906).
    2016-12-21 | chandra.t
    CC invalid, LV for Felicia.

    Leave a Comment:




    Google Search Questions closed
    Task: Social | 2016-07-15 | Jan S. | #55253 |

    Dr. Tomblyn wishes to speak with you regarding Google. Searches for “Westlake Orthodontist” on Google but only two results show up. Zapalac Orthodontics also shows up even though it is mark closed. Wants to be contact on Monday.


    2016-07-18 | danny.n
    Jan, can you confirm with me that the G+ link currnetly linked on their site is the one you've been working diligently with Google to verify?
    2016-07-18 | danny.n
    Ticket has been completed. Closing ticket.
    2016-07-18 | danny.n
    Sent dr a response to his email to instruct dr to start getting reviews and be patient so it is optimized.

    Leave a Comment:




    Email: Social is Ready 
    Design | 2016-07-14 | Jan S. | #55109 |

    Hello Dr. Tomblyn,

    Your social media accounts have been created and added to your website. To share the profiles with your patients, please see the links below:

    Facebook: https://business.facebook.com/Westlake-Family-Orthodontics-1080966018635661/
    Google Plus: https://plus.google.com/118035775541326063275/about
    Twitter: https://twitter.com/WLFamilyOrtho

    If and when you would like to make an update to this profiles, please submit a ticket. However to directly manage these accounts, please provide the following:

    1. Google: Please provide a Gmail account that you are currently using. We will also add that account as a manager and Google will send you an email to confirm management of the profile.

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

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    Comp.Of Tickets& product intro. emailed 
    Marketing | 2016-07-06 | Alec J. | #54543 |

    Leave a Comment:




    Pause Adword closed
    Task: Accounting | 2016-07-05 | Danny | #54442 |

    Please pause Adword per dr’s request:

    “Jan and Danny,

    As per my last conversation with Danny I would like to cancel further advertising with google. Danny said I have until the 7th to cancel therefore I am writing today to stop the advertising campaign. Hopefully in the future we will be able to continue. Also where are we with the google plus business situation?

    Thanks,

    Travis Tomblyn”


    2016-07-05 | chandra.t
    Paused OM charged and campaign.

    Leave a Comment:




    Update Our Team Page closed
    Task: Website | 2016-06-24 | Jan S. | #53937 |

    Update the Our Team page on the website. Dr. Tomblyn only wants the first paragraph and take off the pictures and bios for now.

    Do NOT Delete, just deactivate the rows so that they don’t show.


    2016-06-24 | chandra.t
    Disabled for now.

    Leave a Comment:




    Comp.Of Tickets& product intro. emailed 
    Notes | 2016-04-27 | Alec J. | #49837 |

    Leave a Comment:




    add text to gallery post image closed
    Task: Website | 2016-04-26 | Catherine C. | #49758 |

    westlakefamilyortho.com
    “fluid responsive”


    2016-04-26 | catherine.c
    done. closing.

    Leave a Comment:




    Google Adword (New Order & Activation) closed
    Task: Sales | 2016-04-06 | Danny | #48374 |

    Adword: $500/m (April) then $1,000/m (May, June, July, Aug…..)

    Target: up to 5 miles
    Keywords: Orthodontist, Surgical Orthodontics, Invisalign, Invisalign tean, adult braces, teen braces, clear braces. invisible braces…. please make sure that “orthodontist” is in any phrase for example if they search “westlake family orthodontist”.
    – create 3 adgroups with targeted landing page to invisalign, invisalign teen and orthodontist (doctors)


    2016-05-05 | chandra.t
    Added a few generic orthodontic keywords and practice name, increased target radius from 3 to 5 miles.
    2016-04-08 | danny.n
    Adword Activation email sent. Chan, i have on my calender to remind you of the increase. Do you have a reminder too?
    2016-04-07 | chandra.t
    Campaign charged and activated, I will send you screenshots shortly.
    2016-04-06 | danny.n
    Chan, its possible you may need to go with 2-3 miles for April and then when budget increases, you can go up to 5. LMK what you think based on the setup and the cost per keyword.

    Leave a Comment:




    Web Edit closed
    Task: Website | 2016-04-05 | Marvin A. | #48247 |

    For the office tour on the homepage, can you show a picture of the consult room and the brushing station and only two pics of the operatories and not have the wording our office that goes through each pic?

    LMK when finished.


    2016-04-08 | belinda.t
    Not sure which one is the consult room, I'm assuming the one with the blue chair?

    Leave a Comment:




    Mobile Edit closed
    Task: Website | 2016-04-04 | Marvin A. | #48121 |

    Adjust the pad/margins so that the words in the black BG show up without scrolling.

    Also, possible to make the tooth icons to just be clickable text boxes when in mobile viewport.


    2016-04-06 | developerbrijesh
    done
    2016-04-05 | marvin.a
    Can you adjust the padding more, they would like to see the wording without having to scroll on their phones. Possibly decrease the padding Above and below the address.
    2016-04-05 | developerbrijesh
    done
    2016-04-04 | marvin.a
    Remove the tooth section all together when in mobile viewport.

    Leave a Comment:




    Google Adword Followup 
    Leads | 2016-04-01 | Danny | #48069 |

    Sent dr tomblyn the marketing analytic report and check to see when he is avialable to sched a ph conf to go over the program again per our original discussion.


    2016-04-06 | danny.n
    "Hey Danny, For April, we would like to go with the $500 budget and then May, June, July, August with the $1000 a month budget. I noticed that when I type in Westlake Family Ortho in google, our website doesn't even come up. Will this help it come up when searched?"
    2016-04-05 | danny.n
    let dr know the 2 biggest PPC spenders ($3,300 and $2,800/m). recommend to go with at least $1,000/m vs $500/m which we can still do but it will be limited. Told him there are a lot of opportunities available since there are big spenders. Goal is to get him to dominate here and also Map Listing. waiting on dr's confirmatio to proceed.
    2016-04-05 | danny.n
    "OK thanks for looking into that! So what is the next step? I know originally we talked about starting out at spending $500 per month. What are your thoughts."
    2016-04-04 | danny.n
    Sent dr a long response with all 3 competitors. Only 1 of the 3 he mentioned is on the 1st page but at the bottom of the page. I showed him another dr that is #1 organically and #1 G+ review. Told dr that Adword will get him on top of all of these drs. Will touch base with him in a few days.
    2016-04-04 | danny.n
    ok great. let me know if they have other online presences such as G+ or Organic. I'll respond to him shortly .
    2016-04-04 | tri.l
    none of them have Google adwords.
    2016-04-04 | tri.l
    Danny, do you have their website addresses?
    2016-04-04 | danny.n
    Dr's response: "What about my competitors close by like Dr Kunik, Dr Smith and Barry Roush? Are they using google ad words?"
    2016-04-01 | danny.n
    SK: 5:11pm

    Leave a Comment:




    post to gallery closed
    Task: Other | 2016-04-01 | Catherine C. | #48039 |

    request from danny.


    2016-04-01 | catherine.c
    done. closing.
    http://optimized360.com/?p=15823&preview=true

    Leave a Comment:




    Create Marketing Analytics closed
    Task: Sales | 2016-04-01 | Danny | #48018 |

    Tri, can you please create the marketing analytics for them? Site was launched this week and I had discussed with them the marketing already prior to web ordering. We are to discuss again once site is live which was this week. Send me what you have so I can contact the client. Thank you.


    2016-04-01 | tri.l
    mailed report
    2016-04-01 | danny.n
    tri, you can close this task since it is done.
    2016-04-01 | danny.n
    $1,000/m on recommended budget.

    Leave a Comment:




    Mobile Edit closed
    Task: Website | 2016-04-01 | Marvin A. | #48009 |

    Hi Brijesh.

    Mobile in portrait mode. Can you make the Logo as the very first item on top, then address and then phone number.

    Adjust the hero image to not be obstructed by the text.

    Tooth icons, can you make it 2×2 by shrinking.


    2016-04-02 | developerbrijesh
    Done

    Leave a Comment:




    Email: Website is Live 
    Design | 2016-03-31 | Jan S. | #47990 |

    Hello Dr. Tomblyn,

    Congratulations! Your website (westlakefamilyortho.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: ttomblyn@mix.wvu.edu
    Password: 360_ttomblyn

    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: ttomblyn@mix.wvu.edu

    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:




    Site Live: SEO Items closed
    Task: Website | 2016-03-31 | Jan S. | #47989 |

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


    2016-04-04 | catherine.c
    done. closing.

    Leave a Comment:




    Update Robots File/301 closed
    Task: Website | 2016-03-31 | Jan S. | #47988 |

    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.


    2016-04-04 | catherine.c
    done, no 301s. closing.

    Leave a Comment:




    Website Edits closed
    Task: Website | 2016-03-31 | Jan S. | #47910 |

    On the home page next to “Meet The Doctors” on the right, replace image of “Our Office” with a slider.


    2016-04-06 | jan.w
    Thank you, closing ticket. Quick Note: Photos on Office Tour slideshow for home page will be in landscape format due to new website edit ticket.
    2016-04-06 | developerbrijesh
    done
    2016-04-05 | jan.w
    It seems the slider is still extending the height of the entire row when an image is added that is portrait instead of landscape. Can you adjust the height of the slideshow so that it does not extend the row, thank you.
    2016-04-05 | developerbrijesh
    done
    2016-04-04 | jan.w
    Can you adjust the height of the slideshow so that it matches the image of both doctors on the left side? If the photos that are added into the slideshow are vertical, the height of the entire row expands which we do not want.
    2016-04-02 | developerbrijesh
    Done

    Leave a Comment:




    Web Edits closed
    Task: Website | 2016-03-28 | Jan S. | #47679 |

    1.) Please remove the picture of the blond girl with braces that is on every page under the drop down menu.
    2.) Under the tab for “Our team” the pictures look fuzy
    3.) Instead of saying “Our Office” on the tab menu say “Office tour” and use the pictures we sent in that order.
    4.) Under the tab for types of braces use pictures for each example ie metal, Invisalign, and clear braces
    5.) On the home page we really want to see the rotating pictures and the words that go underneath them. In order to do that we need to shorten the top white bar that has the address, Westlake family orthodontics, phone # and schedule consultation. Do NOT shrink the text only the size of the white area.
    6.) In the saying above meet the doctors on the home page change “my goal for….” to “Our goal for…”
    7.) Make “Specialists in Orthodontics” bigger and bolder.
    8.) Change “what makes us different” to “what sets us apart”
    9.) Please put a different picture for the love your smile- please put someone with braces for it.
    10.) I have attached the photos for the office tour. The first photo (panoramic of office entryway) should be used as the rotating picture with saying “welcome to our beautiful office”.
    11.) I have also attached a word document for the menu items- these will need reworded because I got the material from someone elses website.
    12.) Go ahead and get rid of the cost of Invisalign.
    13.) I have also attached another file to use as a guideline for the doctor referral tab-I would like it to be able to be sent to our email.
    14.) The email address that should be on the website should be info@westlakefamilyortho.com.


    2016-04-11 | jan.w
    I have been prompted to closing this ticket, closing ticket.
    2016-04-06 | jan.w
    I have emailed Dr. Tomblyn regarding #11 once again along with a reminder for Google+, currently waiting for response.
    2016-04-06 | jan.w
    Photos on Office Tour slideshow for home page will be in landscape format due to new website edit ticket, I have closed my ticket that was submitted to development.
    2016-04-05 | jan.w
    The slideshow on the home page is still being adjusted, the slider is still extending the height of the entire row when an image is added that is portrait instead of landscape. Sent a ticket to development and currently waiting for results.
    2016-03-31 | jan.w
    westlakefamilyortho.com is officially live and I have emailed Dr. Tomblyn.
    2016-03-30 | jan.w
    I have implemented the requested changes but emailed Dr. Tomblyn in regards to #2 and #4. We cannot provide more images in regards to the braces and the office tour issue would require coding.
    2016-03-30 | jan.w
    Updated Edits: 1.) Under the pt education tab, there is no content when you click adult. 2.) we would like to see if you could get diff pictures of examples of braces-esp the ceramic because the pic doesn't make the ceramic braces look good. 3.) retention needs it own separate tab-currently its under the surgical orthodontics tab. 4.) The office tour doesn't work on the homepage next the the doctors pics-would like for this to be a slide show.
    2016-03-30 | jan.w
    I have implemented the requested changes, I emailed Dr. Tomblyn to provide updates and address concerns regarding the two Invisalign videos and some of the written content they provided, currently waiting for response.
    2016-03-30 | jan.w
    Updated Edits: 1.) Can you put these pictures next to our doctor bios instead of the picture of both of us. Leave the pic of both of us on the home page 2.) In terms of the doctor referral, if it costs more or is a big deal to make, just go ahead and remove that tab. See #13. 3.) Aso on the homepage, please put the following - (Dr Travis Tomblyn & Dr Jen Tomblyn). Concerns: "In terms of the invisalign videos, are you saying that we cant use them? I think they are from the invisalign website, but am not 100% sure.In terms of the invisalign videos, are you saying that we cant use them? I think they are from the invisalign website, but am not 100% sure." See #11.
    2016-03-28 | jan.w
    I have emailed Dr. Tomblyn in regards to the "Doctor Referral" page. I asked clarification if he was requested a form submission or not, currently waiting for response.

    Leave a Comment:




    Create Social Media Accounts closed
    Task: Social | 2016-03-25 | Jan S. | #47574 |

    Please create social media accounts


    2016-07-14 | jan.s
    I have followed up via email regarding the Google+ business page. I have granted both gmail accounts given from Jen manager access, closing task.
    2016-07-14 | jan.s
    Google+ business page is officially verified and linked to their website. Called the office and spoke with Jen. She would like to give manager access to travistomblyn@gmail.com and jentomblyn@gmail.com.
    2016-07-11 | jan.s
    Received an email from Google. Replied to the email grant permission to share my email and providing the corporate email address for Westlake Family Orthodontics, currently waiting for response.
    2016-07-08 | jan.s
    I have been prompted to wait nine days and nine days has officially passed, emailed Dr. Tomblyn to see if he received a postcard from Google. If not, follow up with Google Support.
    2016-06-29 | jan.s
    Received photos from Dr. Tomblyn, I submitted a request for Google Support, waiting for response.
    2016-06-23 | jan.s
    Unable to reach Google Support, they changed their contact form to require 3-5 unedited photos of the business practice, requested photos from Dr. Tomblyn via email, currently waiting for response.
    2016-06-23 | danny.n
    Jan, what's the status of this? Its been 2 weeks since your last comment. Dr had called yest, spoke to Chan stating that he was frustrated. Please update me cause I need to contact him. he only wanted to speak to me.
    2016-06-10 | jan.s
    Dr. Tomblyn called back frustrated. Not necessarily mad and understands the issue at hand. I quoted him early next week. Two weeks has already elapsed and need to wait an additional two days for follow-up from Google, currently waiting for response from Google.
    2016-06-09 | jan.s
    Called Google for follow-up. Two weeks has elapsed. This case has been sent to the verification team. Need to wait an additional two days for follow-up from Google, currently waiting for response.
    2016-05-31 | jan.s
    Called Google for follow-up. Unable to expedite process. Currently under verification process and Google has sent a pin number to the business practice address. Need two full weeks to elapse to follow-up. 5 days has already passed. I have emailed Dr. Tomblyn with follow-up.
    2016-05-26 | jan.s
    Received an email from Google. Followed the provided instructions and Google has sent another post card, currently waiting for pin number.
    2016-05-25 | jan.s
    The Google+ business page for Zapalac Orthodontics | Dr. Jeff Zapalac is marked closed on Google. Dr. Tomblyn is concerned since Westlake Family Orthodontics purchased this business so therefore this should be a merge as opposed to swap, might confuse people. Contact Google first thing in the morning to explain to further expedite the verification.
    2016-05-25 | jan.s
    I emailed Dr. Tomblyn as a follow-up providing him an update.
    2016-05-25 | jan.s
    I called Google Support as a follow-up, The Google+ business page for Zapalac Orthodontics | Dr. Jeff Zapalac is no longer verified for this location. Google Support will follow-up within the next 48 hours.
    2016-05-25 | jan.s
    Followed up via email regarding current status of transfer of ownership for the Google+ business page of Zapalac Orthodontics | Dr. Jeff Zapalac, currently waiting for response.
    2016-05-17 | jan.s
    Called Google and wanted me to cc Dr. Tomblyn in the email thread so that he can provide authorization for the transfer of ownership for the Google+ business page of Zapalac Orthodontics | Dr. Jeff Zapalac. I have also bcc'd Danny and Belinda.
    2016-05-09 | danny.n
    thank you Jan. I've fwd that message to Dr. Tomblyn. Please keep me updated.
    2016-05-09 | jan.s
    I have received an email from Anna (Google Support) that the current owner did not respond to transfer of ownership for Zapalac Orthodontics | Dr. Jeff Zapalac. They have sent a follow-up email and I've been prompted to wait 4-5 days.
    2016-05-05 | jan.s
    I have submitted a request for transfer of ownership for Zapalac Orthodontics | Dr. Jeff Zapalac.
    2016-05-02 | jan.w
    I have resubmitted another request for pin number from Google. I have followed up via email and phone call. Dr. Tomblyn will refer to his IT guy in regards to this as well. Will keep them posted and currently waiting for pin number.
    2016-05-02 | danny.n
    Jan, read the comment below. please resubmit. Also can you look into this to see what's going on. This needs to be a priority cause its been awhile already. Please keep me posted on this.
    2016-05-02 | danny.n
    "Still nothing from Google. I am concerned because even if you put Westlake Family Orthodontics into the search bar, our website doesn't come up. Will it once we get set up with Google +?"
    2016-04-26 | danny.n
    "Hi Danny, Sorry that I am just getting back to you. I guess go ahead and resubmit to Google to get it verified because it is linked to his personal email account. Thanks"
    2016-04-18 | jan.w
    After looking into the Google+ business page issue, there is an existing verified Google+ business page for Zapalac Orthodontics which is the practice that Dr. Tomblyn purchased a while back. Unsure if that purchase extends to the existing Google+ business page. This may be the reason why Dr. Tomblyn did not receive a postcard from Google yet. I have notified Danny on this, he will email Dr. Tomblyn.
    2016-04-18 | danny.n
    Jan, dr contacted me regarding the status of this G+ PIN verification. seems like he never received it. This was in "waiting" status for over 3 weeks. Please reach out to the dr today to give him an update. You most likely will have to resubmit it again. Let me know.
    2016-03-28 | jan.w
    Facebook and Twitter are officially set up. Currently waiting for Google pin number. I have informed Dr. Tomblyn via email.
    2016-03-25 | jan.w
    I have emailed Dr. Tomblyn updates regarding social media. Facebook is almost done, requested cell phone number to set up Twitter account, and Google+ pin number has been sent to business address.
    2016-03-25 | jan.w
    Westlake Family Orthodontics will be having a open house soon and wants the website changes and social media sites up by then, I have contact Dr. Tomblyn and gave them a timeline for completion of one to two weeks.

    Leave a Comment:




    Email: Social Intro 
    Design | 2016-03-25 | Jan S. | #47573 |

    Hello Dr. Tomblyn,

    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:




    Social Media (contact dr at very least by 3/10) closed
    Task: Social | 2016-03-10 | Marvin A. | #46643 |

    Please setup social Media.

    Contact Dr. and give them a timeline.


    2016-03-25 | jan.w
    New ticket was created for Social Media due to "Social Intro" email, closing ticket.
    2016-03-11 | jan.w
    I have contact Dr. Tomblyn regarding the web edits along with social media and gave them a timeline for completion of one to two weeks.

    Leave a Comment:




    Web Edits by (3/11) hard (3/14) closed
    Task: Website | 2016-03-10 | Marvin A. | #46642 |

    “1.) the first picture of the front was supposed to be rotating pictures-not just a static image
    2.) the art of a perfect smile is supposed to be seen when you first click on the page, therefore, the first pic needs to be a little bit smaller and this also is supposed to be rotating with the wording that I originally gave you
    3.) when you hover over home, etc-I would like there to be tabs to click on like on Bovenizer orthodontics-it is more interactive that way
    4.) how do we add staff pictures
    5.) when you hover over the pictures, I like the wording but only one should say thanks Westlake Family Orthodontics and only once mention concerned. One maybe should say Dr. Travis is great”

    #1 Add 2 smiling/braces,
    #2 Shorten the height, if can resize the image to crop well.
    #3 For now, try to consolidate pages into the menu as submenus. (ex/ services menu with the content as sub menus)
    #4 I requested him to provide them.
    #5 Try to change up the wording, if possible look to see if he has any testimonials on zocdoc or vitals and etc.


    2016-03-28 | jan.w
    I have created a new ticket with the following changes, closing this ticket.
    2016-03-24 | jan.w
    Dr. Tomblyn requested more changes and they are having an open house soon. Dr. Tomblyn wants the website done by next week.
    2016-03-23 | jan.w
    Dr. Tomblyn provided more images of the office for website via email.
    2016-03-16 | jan.w
    I have emailed Dr. Tomblyn in regards to the quotes/statements that they would like associated with each image for the hero slider, currently waiting for their response.
    2016-03-16 | jan.w
    Quick Note: Due to the restructured menu, we are missing content for the following pages: Doctor's Referral, Invisalign Teen, The Cost of Invisalign, Early Treatment, Surgical Orthodontics, Your First Visit, Financial / Insurance Info, Refer A Friend, and What Makes Us Different.
    2016-03-16 | jan.w
    I have added two more images to the hero slider, shorten the height of the hero slider, restructured the main men, and changed some of the testimonials.
    2016-03-10 | marvin.a
    Forwarded the staff pics and bios.
    2016-03-10 | marvin.a
    Menu should be: Home, About Us, Patient Center, Treatment, Invisalign, contact us.

    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2016-03-09 | Jan S. | #46613 |

    Hello Dr. Tomblyn,

    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: ttomblyn@mix.wvu.edu
    Password: 360_ttomblyn

    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: ttomblyn@mix.wvu.edu

    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:




    Web Edit closed
    Task: Website | 2016-03-08 | Marvin A. | #46527 |

    Hi Brijesh,

    Can you adjust the map to function like in this site?

    http://prairiefieldsdentistry.com/

    Thanks!


    2016-03-19 | developerbrijesh
    Done
    2016-03-10 | marvin.a
    Currently, it does not work as we would like it to.
    2016-03-10 | marvin.a
    Hi Brijesh, just to clarify the function we need is that the map will not zoom in/out with the mouse scroll wheel unless the map is clicked on.
    2016-03-09 | developerbrijesh
    done

    Leave a Comment:




    Updated Client 
    Design | 2016-03-07 | Marvin A. | #46436 |

    Everything is on track to get it from development by 3/9


    Leave a Comment:




    Setup for Review by (3/8) hard early (3/9) closed
    Task: Other | 2016-03-07 | Marvin A. | #46435 |

    Thanks


    2016-03-09 | jan.w
    The custom website for Westlake Family Orthodontics passed review and I sent the "Website Is Ready" email, closing ticket.
    2016-03-08 | jan.w
    I have sent Westlake Family Orthodontics to review, currently waiting for response.

    Leave a Comment:




    Sent to Development 
    Design | 2016-03-02 | Marvin A. | #46195 |

    Leave a Comment:




    Approved 
    Design | 2016-03-02 | Marvin A. | #46186 |

    Via email, draft 1e.


    2016-03-02 | marvin.a
    fyi

    Leave a Comment:




    Draft Edits closed
    Task: Website | 2016-02-24 | Marvin A. | #45783 |

    Marvin,

    Looking good. Still some minor adjustments.

    I still want the “schedule an appointment” tab in the top right corner to be bigger. It needs to pop more.

    Change to “Specialists in Orthodontics” since there are two of us.

    Change the picture of the older people to kids or teens since this is more of our target market. We would like to reach as many demographics as possible so maybe get a picture with an Asian/Hispanic/and or black person. Sorry if that is not politically correct. I’m not sure anyone knows the rules these days haha. If you want it might be easier to send us some pictures and we could pick them.

    Make the blue line that you added twice as big and also place it below the patient pictures (so between them and the bridge picture).

    We are having issues getting the movie production timeline to match our website timeline. So we need to make some changes. For now make the play movie section say “Office tour” with a play button. This should open up into a slide show movie of our office. Eventually we want the “meet the doctors” tab to include a play button that will open up into our video once we get it made but as of now that will be a while.


    2016-02-29 | jan.w
    I have updated the fonts, closing ticket.
    2016-02-27 | jan.w
    I have implemented the requested changes. Quick Note: Change the fonts for text on Monday.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-02-23 | Marvin A. | #45667 |

    Hi Dr. Tomblyn,

    Here is the latest design with the feedback you’ve given. Let me know if there is anything missing.

    westlakefamilyorthodonics_1d


    Leave a Comment:




    Draft Edit closed
    Task: Other | 2016-02-18 | Marvin A. | #45487 |

    Make appt button 30% bigger.

    Blue Horizontal rule between their bio section and testimonial section. Give it like 10px height.

    zoom out the google maps.

    “Specialist in orthodontics” in one line and move more towards the top. Move the associations more toward the bottom. The goal is to have the image the centerpiece.


    2016-02-19 | jan.w
    The design draft was approved, uploaded the .psd and .jpg files to dropbox, closing ticket.
    2016-02-19 | jan.w
    I have implemented the following changes to the design draft.

    Leave a Comment:




    Missed Call closed
    Task: New Project | 2016-02-18 | Chandra | #45482 |

    Voicemail, please call doctor 304-613-7704.


    2016-02-18 | marvin.a
    Talked to dr.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-02-17 | Marvin A. | #45396 |

    Hi Dr. Tomblyn,

    Here is the updated design based on your feedback. Let me know what you think!


    Leave a Comment:




    Feedback closed
    Task: Other | 2016-02-16 | Marvin A. | #45294 |

    “Marvin,

    Looks good for a first draft. Please see the attached pdf for revisions.

    Thanks,

    Travis Tomblyn”

    Please make the changes by Thursday. I will email you the psd.


    2016-02-17 | jan.w
    I have added the photo of them to the new design draft and uploaded it to dropbox, closing ticket.
    2016-02-17 | jan.w
    I have implemented the follow requested revisions except for the photo of both of them, I have emailed the client so that I can get the photo from them.
    2016-02-16 | marvin.a
    My response to email: "Hi Dr. Tomblyn, Great, looks like we want to continue working with this design! I'll go ahead and take a closer look to your feedback. A quick scan shows me that we aren't doing anything drastic. I appreciate your involvement in creating detailed notes for me as this will help in clearing up any confusion. Just something to keep in mind, even after these changes if you feel like the design is headed in the wrong direction, we can always start fresh. Don't feel like you are stuck with this one design. I'll should get changes back to you by Thursday/Friday. I'll let you know on Thursday if I need until Friday."

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-02-15 | Marvin A. | #45250 |

    Hi Dr. Tomblyn,

    Based off of our discussion I have compiled a design draft for your review. We tried to incorporate austin and the bridge you mentioned where we could without being too obvious. If you would rather have it be the primary focus, let me know.

    Overall, let me know what you think!


    Leave a Comment:




    Website Design closed
    Task: New Project | 2016-02-12 | Marvin A. | #45191 |

    Hi Sachit,

    This client is an orthodontist. They like (http://www.lepleyorthodontics.com/) (http://madduxorthodontics.com/) and (http://smileworksbraces.com/)

    They like Smile Works Braces the most the other two are too white.

    They want the site to be kid/teen friendly but not too childish. They like the testimonial gallery section. They also want a section for about the doctor and have a picture of him and his wife in that section.

    Please try to incorporate their landmark “pictures of Austin especially pennybacker bridge”

    See their logo for their color scheme.

    In general they want a fun, friendly, and user-friendly site.


    2016-02-13 | developersachit
    Design sent by email

    Leave a Comment:




    Please create tempsite closed
    Task: New Project | 2016-02-11 | Marvin A. | #45089 |

    Thanks


    2016-02-11 | jan.w
    I have created the tempsite for Westlake Family Orthodontics, closing ticket.

    Leave a Comment:




    DQ Submission 
    Design | 2016-02-11 | Marvin A. | #45074 |

    Your Name Travis Tomblyn
    Desired Domain(s) westlakefamilyorthodontics.com
    Practice Address (as you would like for it to appear on your website) Street Address: 5656 Bee Cave Rd Suite C-100
    City: Austin
    State / Province: TX
    Postal / Zip Code: 78746
    Country: United States
    Practice Telephone (512) 732-2500
    Please select features you would like to have on your website. Social Media
    Services Badges
    Promotions
    Contact Form
    Memberships
    Color 1 #ef0c0b
    Color 2 #0c1dc8
    Color 3 #020202
    Ethnicity Caucasian
    Hispanic
    Asian
    African American
    Age Group Children
    Teen
    Young Adult
    Middle Age
    Demographic Working Class
    Business Professional
    Free-for-Service
    Dental Sub-Specialty Orthodontist
    Orthodontics What is an Orthodontist
    Children Orthodontics
    Adult Orthodontics
    Type of Appliances
    Type of Braces
    Emergency care
    Invisalign
    Two Phase Treatment
    Choose Your File(s) WFO.jpg
    Please have my designer call me to discuss further details.
    Comments for Your Designer I like blue and black mostly. Keep it fun and kid friendly but not to childish. We want pictures of Austin especially pennybacker bridge. We want pictures of good looking people with great smiles.


    Leave a Comment:




    Email: Welcome! Get Started On Your Design 
    Design | 2016-02-09 | Marvin A. | #44959 |

    Hi Dr. Tomblyn,

    Welcome to Optimized360!

    My name is Marvin 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 Danny 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 will help me build a foundation to build a design on as well as be more prepared for our phone conference..

    *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 your questionnaire, I will give you a call so we can go over everything you filled out. If you have any websites you like, from our gallery ot not, please let me know during this call so that I can get a better sense of what type of design you want.

    I look forward to working on this design with you. 


    Leave a Comment:




    Website Design (New Design Project) closed
    Task: New Project | 2016-02-01 | Danny | #44531 |

    – husband/wife practice
    – has a logo that was made by someone.
    – IMPORTANT: bought a practice from www.DrZapalac.com (site is currently down). was up as of last week. Need to see if we can retrieve old site files to temporarily put back online to preserve the history check “webarchive.org”
    – IMPORTANT: they also have a domain name they want to use which will be 301 redirected to. Ask them what that domain name is that they registered
    – they have a logo

    – mobile must be FLUID (client request)


    2016-02-09 | danny.n
    Marvin, please send intro email. He already has access to CP

    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2016-02-01 | Danny | #44530 |

    Website: $2,500 + $50/m
    Mobile: $1000 + $29/m
    Video: $20/m
    Social Setup only: $0


    2016-03-11 | danny.n
    Waived 1 month bc dr didn't know he was charged for monthly 30 days after initial fee.
    2016-02-09 | chandra.t
    Charged.
    2016-02-09 | danny.n
    electronically signed. Mastercard ending in -1087 exp 10/19

    Leave a Comment:




    Phone Conference 
    Estimates | 2016-01-12 | Danny | #43667 |

    Dr finally returned my call. Had a 30 mins ph conf. Dr bought a practice from www.DrZapalac.com – has his own domain he will use. Went over with him on SEO and 301 redirect and what we will do that is important to preserve history. He wants to be on 1st page like his competitor Dr. Kunik (#5 organically). Went over what we can do to help but no guarantees. Intro the Google Ad and G+ area which is more important and realistic which he hasn’t heard of. Explained to him the benefits and dr really liked it. Currently has a $45 logo being made so he may send us an image to get an idea. Had a really good conversation with dr and most likely will get started with us. He saw our Google developer test and was impressed. Brought up Televox and OrthoSesame, explained how they are more of a communication company and how the feature is all dependent on yoru practice management software which works independent. Dr will check with is current software to see if they even have that capability and will go through them. Worst case, dr update the softwre to orthosesame or televox and only use that part of the service. Also went over social and how it works and how i can help him make the most out of it, dr liked some of the ideas i had presented to him already. Husband and wife practice (both ortho). Sent dr all the info. Also quoted Adwords about $500/m min targeting about 2-3 miles.

    Dr.-Tomblyn
    2016-02-01 | danny.n
    responded to dr letting him know my availability at 3:30 and if he likes, he can call me prior too.
    2016-02-01 | danny.n
    "Danny, We plan to move forward with you. I do still have just a couple questions if we could touch base today. Does 5:30pm CST work for you? Thanks Travis Tomblyn"
    2016-01-29 | danny.n
    sidekicked
    2016-01-28 | danny.n
    noticed DrZapalac.com is down. Sent dr a courtesy email letting him know how important it is to do a 301 redirect to preserve history. Reminded dr that this was what was discussed and warned him.
    2016-01-26 | danny.n
    sidekicked
    2016-01-26 | danny.n
    sidekicked
    2016-01-26 | danny.n
    gave dr long response assuring him that our sites are mobile responsive and for him to view ours along with the 3 sites i had shown him previously on his smartphone. Gave him our Google speed test and google reviews. Answered his questions about wordpress platform and also the updates that is included.
    2016-01-26 | danny.n
    "Yes, one thing another company pointed out was that your website was not responsive. How easy is it to make changes to the website after it is completed and will it be responsive? How much does it cost to make changes and what kind of format do you use to make the website? Thanks."
    2016-01-22 | danny.n
    called. spoke to dr. still in the market but waiting to discuss with wife.
    2016-01-15 | danny.n
    sidekicked
    2016-01-15 | danny.n
    sent dr a f/u to touch base if he received email.
    2016-01-12 | danny.n
    sidekicked

    Leave a Comment:




    Initial Contact 
    Leads | 2016-01-05 | Danny | #43304 |

    Called. LM on his vm. sent email.


    2016-01-12 | danny.n
    called. lm on cell again. Sent dr an email.
    2016-01-06 | danny.n
    called dr back within 5 mins. LM on his vm.
    2016-01-06 | danny.n
    dr called. lm on my vm while i was on another line.
    2016-01-06 | danny.n
    sidekicked
    2016-01-06 | danny.n
    sidekicked
    2016-01-05 | danny.n
    sidekicked

    Leave a Comment:




    Initial Assessment 
    Leads | 2016-01-05 | Danny | #43303 |

    No Website
    he is a dentist, found him as an associate at http://www.drzapalac.com/TravisTomblyn.aspx
    – dr prob just graduated specializing in Orthodontic and opening a new practice.


    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: 2016-02-11
    Site Download/Site Sucker:
    Temporary Site:
    Concept: 2016-02-23
    Approved:
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download:
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake: 2016-04-04
    Live Online: 2016-04-01
    Analytics Setup: 2016-04-04
    Analytics Report or Jetpack Setup: 2016-04-04
    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: 2016-02-23
    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: 2016-04-05
    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
    2016-02-04
    2016-02-09
    Mobile
    Fluid Responsive
    2016-02-04

    Videos
    2016-02-04

    Marketing
    2016-04-05

    Reputation


    Facebook
    2016-02-04

    Google Plus
    2016-02-04

    Blog


    SEO


    Logo


    SPK

    DC

    Email
    2016-02-04

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2017-09-19 | Danny | Quote for SSL & ADApt


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-09-27 | danny.n
    "Hey Danny, Yes I received the email and will get back with you shortly regarding with option we plan to go with. Thanks, Travis Tomblyn "
    2017-09-26 | danny.n
    sent f/u.
    Leads | 2017-09-19 | Danny | SSL Certificate with Google


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-09-19 | Danny | Calendly: 9/19 @ 11am -Google “not sec.”


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-04-27 | Danny | SSL Quote


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2016-04-01 | Danny | Google Adword Followup


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-04-06 | danny.n
    "Hey Danny, For April, we would like to go with the $500 budget and then May, June, July, August with the $1000 a month budget. I noticed that when I type in Westlake Family Ortho in google, our website doesn't even come up. Will this help it come up when searched?"
    2016-04-05 | danny.n
    let dr know the 2 biggest PPC spenders ($3,300 and $2,800/m). recommend to go with at least $1,000/m vs $500/m which we can still do but it will be limited. Told him there are a lot of opportunities available since there are big spenders. Goal is to get him to dominate here and also Map Listing. waiting on dr's confirmatio to proceed.
    2016-04-05 | danny.n
    "OK thanks for looking into that! So what is the next step? I know originally we talked about starting out at spending $500 per month. What are your thoughts."
    2016-04-04 | danny.n
    Sent dr a long response with all 3 competitors. Only 1 of the 3 he mentioned is on the 1st page but at the bottom of the page. I showed him another dr that is #1 organically and #1 G+ review. Told dr that Adword will get him on top of all of these drs. Will touch base with him in a few days.
    2016-04-04 | danny.n
    ok great. let me know if they have other online presences such as G+ or Organic. I'll respond to him shortly .
    2016-04-04 | tri.l
    none of them have Google adwords.
    2016-04-04 | tri.l
    Danny, do you have their website addresses?
    2016-04-04 | danny.n
    Dr's response: "What about my competitors close by like Dr Kunik, Dr Smith and Barry Roush? Are they using google ad words?"
    2016-04-01 | danny.n
    SK: 5:11pm
    Estimates | 2016-01-12 | Danny | Phone Conference Ordered

    Gold


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


    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

    Educational Videos

    High-Quality Patient Dental Videos

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x * Will include Social Setup (Facebook, Google+ & Twitter) reg: $500

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    Dr.-Tomblyn

    COMMENTS:

    2016-02-01 | danny.n
    responded to dr letting him know my availability at 3:30 and if he likes, he can call me prior too.
    2016-02-01 | danny.n
    "Danny, We plan to move forward with you. I do still have just a couple questions if we could touch base today. Does 5:30pm CST work for you? Thanks Travis Tomblyn"
    2016-01-29 | danny.n
    sidekicked
    2016-01-28 | danny.n
    noticed DrZapalac.com is down. Sent dr a courtesy email letting him know how important it is to do a 301 redirect to preserve history. Reminded dr that this was what was discussed and warned him.
    2016-01-26 | danny.n
    sidekicked
    2016-01-26 | danny.n
    sidekicked
    2016-01-26 | danny.n
    gave dr long response assuring him that our sites are mobile responsive and for him to view ours along with the 3 sites i had shown him previously on his smartphone. Gave him our Google speed test and google reviews. Answered his questions about wordpress platform and also the updates that is included.
    2016-01-26 | danny.n
    "Yes, one thing another company pointed out was that your website was not responsive. How easy is it to make changes to the website after it is completed and will it be responsive? How much does it cost to make changes and what kind of format do you use to make the website? Thanks."
    2016-01-22 | danny.n
    called. spoke to dr. still in the market but waiting to discuss with wife.
    2016-01-15 | danny.n
    sidekicked
    2016-01-15 | danny.n
    sent dr a f/u to touch base if he received email.
    2016-01-12 | danny.n
    sidekicked
    Leads | 2016-01-05 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-01-12 | danny.n
    called. lm on cell again. Sent dr an email.
    2016-01-06 | danny.n
    called dr back within 5 mins. LM on his vm.
    2016-01-06 | danny.n
    dr called. lm on my vm while i was on another line.
    2016-01-06 | danny.n
    sidekicked
    2016-01-06 | danny.n
    sidekicked
    2016-01-05 | danny.n
    sidekicked
    Leads | 2016-01-05 | Danny | Initial Assessment


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: