Edith Siskind l Element of Style Dance Studio l CP 2017

NOTES
TEMPLATE
CUSTOM WEBSITE
DESIGN CHANGE
VIDEOS
SOCIAL MEDIA
BLOG
BRANDING
SECURITY
EMAIL
REPUTATION MGMT.
MARKETING
SALES

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Alt. Contacts

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

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

Profile ID: 101946
Client
Old Client
Lead

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

DOMAIN INFO

MX WHOIS IP

LATEST NOTES

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CATEGORY: Acct. Website Sales Marketing Technical Social Blog Other

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Cancel Account closed
Task: Other | 2016-07-07 | Chandra | #54625 |

Noticed they have a new website up – dancestudiomiddletown.com. Please cancel out the account.

2016-07-11 | catherine.c
cancelled.

Leave a Comment:

Project Hold
Notes | 2016-06-27 | Belinda | #54037 |

Removing from designer list due to inactivity. Danny will follow up until project can get started again.

Leave a Comment:

waiting for content closed
Task: New Project | 2016-03-28 | Catherine C. | #47676 |

using hazeltonlanesdental.com

2016-03-28 | catherine.c
waiting for content & CC info before moving forward with project.

Leave a Comment:

re-selecting site design
Design | 2016-03-14 | Catherine C. | #46867 |

Edith chose portlandcitydental.com, but we do not have any content for this site. Will direct her to another recommended site similar to what she likes..with color & layout, likes city view images.

2016-03-22 | catherine.c
left voicemail & emailed. still waiting for content.
2016-03-21 | catherine.c
emailed & left voicemail.
2016-03-17 | catherine.c
Edith emailed back. Chose hazeltonlanesdental.com. I will set up site. She is still working on getting to us more photos, staff bios, PDF logo. We have brochure to work with right now.
2016-03-16 | catherine.c
Voicemail & emailed to follow up. Waiting on content as well.
2016-03-15 | catherine.c
Emailed Edith other site designs to choose from.

Leave a Comment:

call with edith – content info
Design | 2016-03-08 | Catherine C. | #46511 |

– her studio logo/color scheme = black/yellow/red

– likes portland dentist http://optimized360.com/designed-websites/dental/general-dentists/portland-dentist/ but would still like to browse gallery further
– she will be sending us brochure, business card, schedules, images of nyc skyline etc. today
– left it up to us to organize her content and let her see it on site she chooses

2016-03-10 | catherine.c
Email from edith:
Let's go with the Portland Dentist. I will send you more pictures. I will get all the information by this weekend.
2016-03-10 | catherine.c
Edith emailed 2 brochures.
2016-03-09 | catherine.c
Spoke to Junior Reyes on Edith's phone. He mentioned planning to meet/call us about website around 3pm PT/6pm ET.
2016-03-08 | catherine.c
just to let you know...

Leave a Comment:

LM with Client
Design | 2016-02-25 | Marvin A. | #45851 |

Catherine left message and emailed client

2016-03-08 | catherine.c
left voicemail. possibly set a time today to discuss.
2016-03-07 | catherine.c
left voicemail and emailed.
2016-03-03 | catherine.c
Left voicemail for Edith to see what time works today for meeting.
2016-03-02 | catherine.c
ok, thanks!
2016-03-02 | chandra.t
Please transfer Edith to me after you speak with her as I need their credit card information. Thank you!
2016-03-02 | catherine.c
Edith replied to email...arranging meeting tomorrow.
2016-03-02 | catherine.c
Left voicemail & followup email.
2016-02-29 | catherine.c
NVM...it's in danny's ticket.
2016-02-29 | catherine.c
emailed EOSdance17@gmail.com to follow up...phone number wasn't working. can you tell me which client i commented to you in before? accidentally wrote to you with another client...sorry.:)

Leave a Comment:

Reserve Domain: thesalsadancestudio.com closed
Task: Technical | 2016-02-25 | Danny | #45831 |

can you please register this domain. I will switch the Project over once i get her to confirm what type of design (as-is or custom).

LMK when done.

2016-02-25 | marvin.a
Done. closing ticket.

Leave a Comment:

Website Design (New Design Project) closed
Task: New Project | 2016-02-24 | Danny | #45769 |

– Dance Studio
– REGISTER for her: thesalsadancestudio.com
– Client will provide the pages she needs along with content
– Have her go through our portfolio and select the design.
– we will swap out all stock photos to focus on her dance studio. This is the only customization. Layout and color scheme stays same
– email to be used on the site is: EOSdance17@gmail.com

2016-03-14 | catherine.c
in contact with Edith. closing.
2016-02-29 | catherine.c
Tried leaving message with guy who picked up...might be wrong number? Called again but response says number is unavailable.
Will email EOSdance17@gmail.com to follow up.
2016-02-25 | marvin.a
Catherine, go ahead and process this project, I will oversee. Please cc to any emails pertaining to this project.

Leave a Comment:

Website Design (New Order) closed
Task: Accounting | 2016-02-24 | Danny | #45768 |

Website Design: $1,500* + $49/m
* 3 installments of $500

2016-07-07 | chandra.t
Noted above, they have a new website elsewhere, closing ticket.
2016-05-09 | chandra.t
Emailed Edith follow-up for payment.
2016-04-06 | chandra.t
Emailed Edith follow-up for payment and content.
2016-03-23 | chandra.t
"I am waiting for a new credit card. I give you the information as soon as i get it from the bank." - I will follow up if she has not at the end of this week.
2016-03-18 | catherine.c
ok, i'll mention it. thanks.
2016-03-18 | chandra.t
Catherine, can you let her know we need her credit card as she has not responded to my correspondence.
2016-03-11 | chandra.t
Emailed for CC.
2016-02-25 | danny.n
Chan she will call to provide a cc over the phone.

Leave a Comment:

Phone
Estimates | 2016-02-24 | Danny | #45763 |

Spoke to Edith, interested in a website for a dance studio. Not sure if we do it for other business since we are focused in healthcare. Design we can but she will need to provide content. She understood. Gave her 2 options which is as-is or custom from scratch. Because it is dance, we can customize the images so it focuses on her business. Content she will provide. Does not need mobile just a site. She is leaning towards as-is.

2016-02-24 | danny.n
"Danny Element of Style dance studio (Business name) The Salsa Dance studio (Domain name) I think this is good."
2016-02-24 | danny.n
gave her a few suggestions of domain. Told her we can go with 2 and have them point to same site. waiting on domain and also which type of design she wants.
2016-02-24 | danny.n
"Element of Style dance studio (Business name) email adddress is EOSdance17@gmail.com I would like to use as a domain name something that will say Salsa. any ideas? "
2016-02-24 | danny.n
asked her again what she wanted to go with. As-is or custom from scratch
2016-02-24 | danny.n
"Danny Can the domain name be the same as the business name? and will I own the domain name if I choose something different?"
2016-02-24 | danny.n
asked her for business name, ph, address, domain she wants to use so i can check and register for her.
2016-02-24 | danny.n
"Hi Danny thank you so much for taking care of this. Yes, I will like to start with the dance studio Edith "

Leave a Comment:
Domain Information

Client Registrar
Hosts Email
Alias Info

Registrar Info

Milestones

.360temp.com

Intro & Gallery URL:
Site Sucker & 301s:
Site Username (subdomain):
Map Domain in Pagely/WP:
Customizer:
Additional Pages:
Review:
Tutorial:
Website is Ready:

Cancelled

301:
Other Products:
Status Cake:
Live Online:
Analytics Setup:
Jetpack Stats Setup:
Analytics ID:
Google Account

Analytics by Client

Shared Dropbox

Custom Content

Please submit a task to create content.

ADDITIONAL EMAIL TO:
Hello Dr. Edith Siskind, Welcome to Optimized360! My name is and I will be the designer working with you to get your new website up. To ensure that we have the proper information on your new website, please fill out our simple questionnaire below. Preliminary Questionnaire: https://form.jotform.com/62934768594171 We'd like for patients to utilize your website as soon as possible, therefore we've provided an efficient process: The website will be created with a simple design and your provided information. In about a week, you should receive an email with the initial content we have put together. At that time, we'll discuss design customizations available. If you have any questions, please call 1-800-997-9368 or simply reply to this email. I'm excited to work with you! 

ADDITIONAL EMAIL TO:
Hello Dr. Edith Siskind, Congratulations! Your website is ready for your review. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://.360temp.com WEBSITE WALK-THROUGH When is the best time to go over the options or questions you might have? I'll be glad to provide a walk-through to editing the site. If you would like to make changes to the website in the future, please feel free to email us at support@optimized360.com. We welcome any questions regarding the website's editor. Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. Edith Siskind, Congratulations! Your website is live and accessible to the public. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://thesalsadancestudio.com If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Thank you!
FTP / Logins

Website Location:
Godaddy / 360 Sites
Subdomain

FTP USER

FTP PW

Shared Dropbox

Domain Information

Exclusivity
Ownership
Client Registrar
Hosts Email
Website Hacked
Hacked on:
Resolved?

Alias Info
Registrar Login

Milestones

Introduction:
Questionnaire:
Site Download/Site Sucker:
Temporary Site:
Concept:
Approved:
Add to Upwork
Add Developer to Temp Site
Review:
Design # and Download:
Image Optim:
Website is Ready:
Cancelled

Sitemap, Submissions, 301:
Update Other Products:
Status Cake:
Live Online: checked
Analytics Setup:
Analytics Report or Jetpack Setup:
Analytics ID:
Google Account

Analytics by Client

Custom Content

Ordered Topics: (please submit a separate ticket)

ADDITIONAL EMAIL TO:
Hello Dr. Edith Siskind, Welcome to Optimized360! My name is and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. this morning to discuss your account and review the notes you initially had. Please take a few minutes to fill out our design questionnaire below. This should give you a better idea of the variety of elements that are featured in an effective design. URL: https://form.jotform.us/61947943668171??Designer=&cpId=101946 After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead. I look forward to working on this design with you. 

Additional Recipients:

Hello Dr. Edith Siskind, Based off of our discussion I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. Edith Siskind, Your design has been approved! Approved concept URL: If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you'd like to mention onto the site. You'll get more opportunities to review the site and make additional changes as well. 
Task for Developers:
URL: h0593181485814.360sites.net Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed. Include hover effects in appropriate areas and link all buttons/links to related pages. Below are specific instructions: - add hover effects using DIVI - run all images through http://optimizilla.com/ - make sure EVERYTHING is linked - check mobile & tablet - all buttons should have a hover effect 

Add new milestone to Upwork.com Add new milestone to Upwork.com
Add Developer to Temp Site: 360developers 360developers103259

ADDITIONAL EMAIL TO:
Hello Dr. Edith Siskind, Your website is ready for your review and to further customize. This is the initial time that you will see the website, therefore you will have many questions and comments! We encourage you to schedule a call to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have. Temporary URL: http://059.bac.360sites.net If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Schedule a Call: https://calendly.com/optimized360/calls Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. Edith Siskind, Congratulations! Your website is live and accessible to the public. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://thesalsadancestudio.com If you would like to make changes to the website in the future, you may always log in by going to the bottom of your website and clicking "Login." We welcome any questions regarding the website editor. Thank you!
MILESTONES

Website Backup:
Introduction:
Questionnaire:
Concept:
Approved:
Developed:
Sitemap, Submissions, 301:
Check Other Products:
Analytics Applied:
Review:
DC is Ready:
DC is Live:
Cancelled

Previous Design #

Previous Site Removed:
Previous Location:
Previous Subdomain:
Godaddy / 360 Sites / 360 Temp

Previous FTP USER

Previous FTP PW

ADDITIONAL EMAIL TO:
Hello Dr. Edith Siskind, My name is and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. this morning to discuss your account and review the notes you initially had. Please take a few minutes to fill out our design questionnaire below. This should give you a better idea of the variety of elements that are featured in an effective design. URL: https://form.jotform.com/61947943668171 After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead. Schedule a Call: https://calendly.com/360-charlesb https://calendly.com/360-jessicac https://calendly.com/360-jans https://calendly.com/360-desiraeg https://calendly.com/optimized360 I look forward to working on this design with you. 

Additional Recipients:
Attach File(s):
Hello Dr. Edith Siskind, Based off of our discussion I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. Edith Siskind, Your design has been approved! Approved concept URL: If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you'd like to mention onto the site. You'll get more opportunities to review the site and make additional changes as well. 

Task for Developers:

URL: h0593181485814.360sites.net Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed. Include hover effects in appropriate areas and link all buttons/links to related pages. Below are specific instructions: Add new milestone to Upwork.com Add new milestone to Upwork.com
Add Developer to Temp Site: 360developers 360developers103259

ADDITIONAL EMAIL TO:
Hello Dr. Edith Siskind, Your website is ready for your review and to further customize. This is the initial time that you will see the website, therefore you will have many questions and comments! We encourage you to <a href="https://calendly.com/optimized360/">schedule a call</a> to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have. Temporary URL: http://059.bac.360sites.net If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. Edith Siskind, Congratulations! Your website is live and accessible to the public. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://thesalsadancestudio.com If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor.
Video Information

Added to vendor DB
Checked for alias
Placed on site
Declined (note reason why)
Cancelled

COMPANY
Media Med
Media Med Integrated
3D4 Dental
Optio: register w/client info
Swarm
Facebook

Account Access:
Active
Cancelled

Google Plus

Account Access: PIN: F/U: URL: Active
Cancelled

Twitter

Twitter
Active
Cancelled

ADDITIONAL EMAIL TO:

Hello Dr. Edith Siskind, While we work on your website, we'd also like to start your Social Media accounts as soon as possible. If you have Facebook, Twitter or Google Plus profiles created, please send login credentials so that we may update what's necessary. Thank you, and we look forward to working with you. 

ADDITIONAL EMAIL TO:

Hello Dr. Edith Siskind, Your social media accounts have been created and added to your website. Below are instructions per Social Media profile, please complete and confirm accounts. FACEBOOK URL: Please log onto your personal account and hit the "like" button on your Facebook Profile. Once you have done so, please send us the email address for your account. We will then add you as a manager of the profile. Once added, you will get a notification in your Facebook account to accept the invitation. You will be able to make posts, upload pictures and do as you please just like a personal profile. GOOGLE PLUS URL: Google will send a postcard to your office with a PIN number. Please send that to us for verification. TWITTER URL: Username: Password: Email: edi.siskind@gmail.com Please log onto http://www.twitter.com and confirm the account. If the account is not confirmed, the might be marked spam in the future. We'll be glad to walk you through this process, please give us a call at 1-800-997-9368. Thank you and let us know if you have any questions! 
Facebook
Google
Twitter
Blog Schedule

Monthly
None

Notes

After submitting the form, copy + paste the EDIT SUBMISSION URL on the thank you page here:

Need topics? See a list of topics here.

Initial Blog DQ

Social Media Access

Facebook
Account Access:
Active
Cancelled

Google Plus
Account Access:

PIN:
F/U:
URL:
Active
Cancelled

Twitter
Twitter

Active
Cancelled
Logo Milestones

Intro:
Concept:
Approval:
Sent Files:
File URL: Decline to Use (note reason why):
Cancelled

ADDITIONAL EMAIL TO:

Hello Dr. Edith Siskind, While we work on your website, I would like to get a few notes regarding the logo design for your practice. Please take a few minutes to fill out our design questionnaire below. This should give me a better idea of the of personal elements that you're looking for. URL: https://form.jotform.com/70956298309166 After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead. Schedule a Call: https://calendly.com/360-charlesb https://calendly.com/360-jessicac https://calendly.com/360-jans https://calendly.com/360-desiraeg https://calendly.com/optimized360 Process 1. You will receive an initial five concepts to start with. We can mix and match designs! At this point, try to focus on shapes and fonts rather than color. 2. Revisions: You will get approximately to 5 rounds of revisions. Let us know what suites you and what does not, don't worry, we'll try our best to get them as close as possible! 3. Approval: After the logo is approved, we'll send you a set of files that can be used with any print shop or graphic designer. We'll also add it to the website. If you have any questions, please feel free to let me know. 

Additional Recipients:

Hello Dr. Edith Siskind, Based off of our discussion I have compiled a few concepts for your initial logo design. Please pay attention to the different styles, fonts and symbols that are on the submission. Let me know what your thoughts are on each or if you'd like bits and pieces of each concept. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. Edith Siskind, Your logo has been approved! Here are your finalized files: Please feel free to let us know if you have any questions regarding the files and/or have trouble viewing them. Thank you. Instructions to Place on Website (ticket) Replace the logo on current website. Here are the files:
Username: Password:

Reviewed:
Placed on Website:
Cancelled

Send Email Confirmation

ADDITIONAL EMAIL TO:
Hello Dr. Edith Siskind, We've converted the forms on your website as previously discussed. You will no longer receive the submission through email, but will be notified to log in to view submissions. You can log onto: URL: https://jotform.com Username: Password: Please let us know if you have any questions regarding the forms, we'll be happy to help. Feel free to call 1-800-997-9368 or email support@optimized360.com. Optimized360 Support

Reviewed:
Active:
Cancelled

Send Email Confirmation

ADDITIONAL EMAIL TO:
Hello Dr. Edith Siskind, Congratulations! ADApt is now installed onto your website. When patients visit your site, they will be able to click on the 'accessible' icon bar at the bottom of the screen to convert the site. Please let us know if you have any questions regarding ADApt and site accessibility. Optimized360 Support

CSR: Pagely Ticket Created:

Domain Mapping: DB Search & Replace:
Active/Completed:
Cancelled

Send Email Confirmation
ADDITIONAL EMAIL TO:
Hello Dr. Edith Siskind, We have successfully installed SSL Security Certificate on your website. You will see the domain convert from http: to https: when visiting your website. Please let us know if you have any questions regarding this. Thank you! Optimized360 Support
Email

HIPAA
Regular Email

Active
Cancelled

Inboxes Created:
BRC - Reputation Management

Pending
Active
Placed on Site
Cancelled
Marketing

STEPS
Ordered:
Account:
Waiting for Live Website
Ad Setup
Test Ad
Active
Paused
Cancelled

SEARCH ENGINES
Adwords
Yahoo/Bing
Remarketing
Display (generic)
Video
Mobile
Other Campaigns (see notes)

SEO

Pending
Monitored by oDesk
Paused
Cancelled

KEYWORDS

ORDERED/PAID

Template

Website
2016-02-24

Mobile
Fluid Responsive

Videos

Marketing

Reputation

Facebook

Google Plus

Blog

SEO

Logo

SPK

DC

Email
2016-02-24

HIPAA Form

SSL Security

ADApt

Others

360 Plan

Estimates | 2016-02-24 | Danny | Phone Ordered

Custom

Initial: 2 Payments of $750
Monthly: $49

Selected Design

Pre-Selected Design

On-Site Optimization

Specialty Content | Search Submission

Mobile Compatible

Fully Functional on All Smartphones

- Select Theme, images/content will be customize to dance studio. Content client will provide

Custom from Scratch

Regular Price: $2,999

Initial: 2 Payments of 1,250
Monthly: $49

Full Custom Design

Designed from Scratch

Mobile Responsive

Matching Design | Auto Dial | Map | Forms

Premium SEO

Analytics | Geo-Targeting | Meta Tags

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

2016-02-24 | danny.n
"Danny Element of Style dance studio (Business name) The Salsa Dance studio (Domain name) I think this is good."

2016-02-24 | danny.n
gave her a few suggestions of domain. Told her we can go with 2 and have them point to same site. waiting on domain and also which type of design she wants.

2016-02-24 | danny.n
"Element of Style dance studio (Business name) email adddress is EOSdance17@gmail.com I would like to use as a domain name something that will say Salsa. any ideas? "

2016-02-24 | danny.n
asked her again what she wanted to go with. As-is or custom from scratch

2016-02-24 | danny.n
"Danny Can the domain name be the same as the business name? and will I own the domain name if I choose something different?"

2016-02-24 | danny.n
asked her for business name, ph, address, domain she wants to use so i can check and register for her.

2016-02-24 | danny.n
"Hi Danny thank you so much for taking care of this. Yes, I will like to start with the dance studio Edith "

Element of Style Dance Studio

Alt. Contacts

Team

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

DOMAIN INFO

LATEST NOTES

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Task for Developers:

Task for Developers:

Notes

After submitting the form, copy + paste the EDIT SUBMISSION URL on the thank you page here:

Facebook

Google Plus

Twitter

Send Email Confirmation

Send Email Confirmation

Send Email Confirmation

Custom

Initial: 2 Payments of $750 Monthly: $49

Selected Design

On-Site Optimization

Mobile Compatible

Custom from Scratch

Initial: 2 Payments of 1,250 Monthly: $49

Full Custom Design

Mobile Responsive

Premium SEO

Initial: Payments of Monthly:

COMMENTS:

Initial: 2 Payments of $750
Monthly: $49

Initial: 2 Payments of 1,250
Monthly: $49

Initial: Payments of
Monthly: