Howard Goldberg, DDS

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    Profile ID: 102000




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    Voicemail closed
    Ticket: Website | 2017-10-23 | Chandra | #98188 |

    Doctor mentioned he had some concerns and edits, please call cell.


    2017-11-07 | catherine.c
    no response. closing.
    2017-10-25 | catherine.c
    LVM for doctor to resend email...did not receive in support.
    2017-10-25 | chandra.t
    Denise called, mentioned the doctor sent over Kims bio and picture to add to the Team page to support@optimized360.com.
    2017-10-23 | chandra.t
    LV.

    Leave a Comment:




    Past Due 
    Accounting | 2017-10-19 | Chandra | #97325 |

    Email past due $99 for web.


    2017-10-25 | chandra.t
    Denise updated CC via phone (Visa ending in 2796), paid past due.

    Leave a Comment:




    Landing Page? closed
    Task: Website | 2017-09-28 | Catherine C. | #91644 |

    Spoke to Denise & Dr. Goldberg.

    There is a new hygenist, Kim Jacobs, who has lots of followers. They want to create a “landing page” that has her info and a link to doctor’s site. He’s asking if he still has a second domain in his package. I said will have to check on this. If so, would like it to be something like kimjacobshygenist.com…would this be possible?

    He doesn’t appear to have SEO but keeps saying if they google kim jacobs, they want it to appear in search results at or near top of list. Told him he would need to look into SEO.


    2017-10-11 | catherine.c
    no response. closing.
    2017-09-29 | catherine.c
    LVM on dr's cell to call back. Will email a summary of his options.

    Leave a Comment:




    More info/compare Google products closed
    Task: Website | 2017-06-07 | Catherine C. | #77170 |

    Dr. Goldberg would like more info comparing different social google products – mentioned google places, business,etc.


    2017-06-08 | justinn
    Spoke with Doctor - he wants to know about ADA next
    2017-06-08 | justinn
    LM for doctor
    2017-06-08 | catherine.c
    Dr. Goldberg responded in email:
    I am yet to hear back from someone regarding our conversation yesterday. Please email me back letting me know the status.

    Leave a Comment:




    Notes from doctor 
    Notes | 2017-05-30 | Catherine C. | #76566 |

    Dr. Goldberg sent these notes to support 5/26. You probably are aware but just for the record.

    To whom it may concern:
    I’ve been doing some research online, and I found a few things I would like to address with my website.

    1) Websites need to be able to be navigated with only a keyboard. This may already be the case, and if so, please explain how to open drop-down menus with the keyboard. I’ve tried playing around with that, but I can’t seem to figure out how to do so.
    2) Users need to be able to manipulate color and font settings on their end in order to make pages readable.
    3) I bet you have access to screen readers which can read the text of a website aloud in order to see if it can read the content clearly and correctly.

    Please get back to me about this ADA compliance.


    2017-05-30 | danny.n
    Thanks Catherine.
    2017-05-30 | danny.n
    I had talked to dr regarding this last Friday. This was sent prior to my phone conference with Dr. Goldberg. It was all addressed to the dr which he understood. See "AwDA" notes on May 26.
    2017-05-30 | danny.n
    fyi..
    2017-05-30 | catherine.c
    replied that we are working on finalizing a legal solution.
    2017-05-30 | catherine.c
    fyi...

    Leave a Comment:




    Add Accessibility Link closed
    Ticket: Website | 2017-05-26 | Danny | #76477 |

    Please add this too footer of website:

    If you need help reading or accessing the information on this page please call 561-526-2777 or email us at drhowardgoldberg@gmail.com


    2017-05-30 | catherine.c
    Ticket has been completed. Closing ticket.
    2017-05-30 | belinda.t
    wp username: admin102000 // password: vF*B5ZzSh&%xYr*Cpl&j8Lx%

    Leave a Comment:




    AwDA closed
    Task: Website | 2017-05-26 | Catherine C. | #76450 |

    Please contact Dr. Goldberg cell – 954-242-2023
    Someone mentioned this to him. He does not have an email he received.


    2017-05-26 | danny.n
    Ticket has been completed. Closing ticket.
    2017-05-26 | danny.n
    spoke to Dr. Dr heard about this rumor going around from a meeting. Understands that this is not on our end but a ludicrous way for lawyers to try to get settlements... basically taking advantage of it. Went over the options with the dr and for now dr wants to just put a link. Showed him the "Accessbility Filter/Plugin" example which he understood: quoted $1,000 + $39/m. Went over other option to do an audit which is $10,000 + $199/m. Dr was leaning towards the $1,000 option but then decide to just take a risk and stated he has to be really unlucky if he gets targeted. Also asked about AUDIT only so he can assess the AwDA issue, told him its $1,000 1-time but is audit only. Additional charges will be in the range of $10000 to follow those audit recommendation. Dr understands.

    Leave a Comment:




    Please Reduce Monthly closed
    Task: Website | 2017-04-07 | Justin | #73182 |

    Client canceling Social Marketing ($99/m).

    The only monthly fee should be website hosting for ($99/m)


    2017-04-07 | chandra.t
    Stopped social charges.

    Leave a Comment:




    Canceling Social Marketing closed
    Task: Website | 2017-04-07 | Justin | #73181 |

    Client will manage socials on his own


    2017-04-07 | jan.s
    Followed up via email to provided credentials, closing task.

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    Please Provide Login Credentials closed
    Task: Other | 2017-04-07 | Justin | #73180 |

    Client would like login credentials to his Website & Social Medias.

    Please cancel your monthly blogging schedule for Dr. Goldberg – he is managing social on his own now.

    Thank you,


    2017-04-07 | jan.s
    Followed up via email to provided credentials, closing task.

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    add logo closed
    Ticket: Website | 2017-03-14 | Catherine C. | #71452 |

    Add this logo in the same place as my other memberships in footer of site – right side.  Color and size should match other logos.

    https://www.dropbox.com/s/1uvbyy3hjm5v5lw/SSC.logo.with.tag.jpg?dl=0

     


    2017-03-15 | catherine.c
    emailed completed.
    2017-03-15 | developerbrijesh
    I have the add the logo in footer please proved a link where is link go.
    2017-03-14 | catherine.c
    http://boyntoncosmeticdentistry.com/wp-admin/
    U: admin102000
    P: ^oz%OGbxo&oN(4%bO1r*kdW0

    Leave a Comment:




    change hours closed
    Ticket: Website | 2017-03-02 | Catherine C. | #70644 |

    Please change the hours of operation on the website for Friday to “by appointment only”.


    2017-03-02 | catherine.c
    Ticket has been completed. Closing ticket.
    2017-03-02 | catherine.c
    emailed completed.

    Leave a Comment:




    add banner and link closed
    Ticket: Website | 2017-02-21 | Catherine C. | #69882 |

    https://www.dropbox.com/s/n3dcxq5migtzgxf/new-banner.jpg?dl=0

    On ALL pages – Please add this banner above map in footer, centered on page. Link here and open in new window:
    <!–https://mysmileadvantage.com/location/howard-goldberg-dds/–>


    2017-02-23 | rod.l
    Ticket has been completed. Closing ticket.
    2017-02-23 | rod.l
    Hello Dr. Howard Goldberg, DDS,

    Your ticket #69882 labeled -add banner and link- has been been completed.

    Please refresh your browser when viewing any new changes submitted to your website. If you have any questions regarding this, please submit another ticket labeled -In reference to Ticket #69882- and we will get back to you as soon as possible.

    Get HIPAA Compliant Emails

    Thank you!
    2017-02-22 | developerbrijesh
    done please check
    2017-02-21 | catherine.c
    http://boyntoncosmeticdentistry.com/wp-admin/
    U: admin102000
    P: JNHZi$&QnXIXOORAXTP2EVr%

    FTP:
    boyntoncosmeticdentistry.com
    U: f2633248362165
    P: Ev}Pit*)+i1T

    Leave a Comment:




    add family photo closed
    Ticket: Website | 2017-01-19 | Catherine C. | #67632 |

    Meet Our Doctor

    add family photo to this page.


    2017-01-19 | catherine.c
    Ticket has been completed. Closing ticket.
    2017-01-19 | catherine.c
    Emailed doctor completed.

    Leave a Comment:




    Content (Grammatical Errors) 
    Complaint | 2016-10-13 | Justin | #61118 |

    Client complained that there are a lot of typos and grammatical errors within his posts and website.

    “Justin,
    I already corrected it, but it was from the post on October 1st at 5:47 am. The sentence reads, “…to help his patients in a variety or dental and oral health issues.” I had to add the word “in” to that sentence, and while that’s not a big deal it’s something that shouldn’t have happened in the first place. Who’s writing these posts? Who’s writing the content? What’s the quality control process of making sure things are correct?

    Thank you,
    Howard Goldberg”

    I responded:

    Dr. Goldberg,

    I will alert my Creative Director regarding this department for the quality control of articles.
    Our company does not proofread articles — as we trust that our hired professional content writers are competent enough to create content for our clients.

    This is a rare occurrence and I do apologize for the inconvenience.

    Please let me know personally if there is anything else we can update for you and I will ensure you priority that it will be done immediately.

    Thank you,


    2016-10-19 | catherine.c
    Doctor has 3 more custom content left. Already created:
    1. Implants vs. Bridges
    2. Nitrous Oxide

    Leave a Comment:




    Title Tag closed
    Task: Website | 2016-10-13 | Justin | #61115 |

    Please check title tag for Blog – incomplete!


    2016-10-13 | jan.s
    Title tag was adjusted, closing task.

    Leave a Comment:




    Indentation in Posts closed
    Task: Website | 2016-09-28 | Desirae.G | #60023 |

    Please fix the indentation in all posts. Paragraphs should not be indented at all. (i.e. Zoom Teeth Whitening, Intra-Oral Camera, etc…)


    Leave a Comment:




    ordering custom content closed
    Task: Website | 2016-09-23 | Catherine C. | #59766 |

    Message from Desirae – contact dr. he would like to order custom content.


    2016-10-19 | catherine.c
    content posted. closing.
    2016-10-10 | catherine.c
    emailed follow up to review article.
    2016-10-05 | catherine.c
    article received. Emailed to doctor for review.
    2016-10-03 | catherine.c
    Email to Dr. Goldberg:
    We have ordered the Nitrous Oxide content for you and should be available later this week or early next week. You will have 3 more custom content available for order after this transaction since we already have Implants vs. Bridges created for you.
    We will send you the Nitrous Oxide article for review after we receive it from our content writers.
    2016-10-03 | catherine.c
    order Nitrous Oxide
    2016-10-03 | justinn
    Client called - please cc me and jan in the email with updates regarding his custom content he requested for

    Leave a Comment:




    Web Edits via Phone Call closed
    Ticket: Website | 2016-09-23 | Desirae.G | #59764 |

    -add content for Zoom Teeth Whitening under “Cosmetic Dentistry” page (replace “Teeth Whitening” with “Zoom”)
    -add content for “Intra Oral Camera” under “General Dentistry” page (above “Digital X-Rays”)
    -add “Invisalign” as a sub menu under “Services”
    -Testimonials page: remove “write a review” and “read patient reviews”
    -Testimonials page: client wants a rolling feed with Google + reviews. Please add.


    2016-09-28 | desirae.g
    Robert, thank you. Closing this ticket.
    2016-09-28 | robert.b
    All done with everything other then the rolling feed, unsure how you would like me to implement.

    Leave a Comment:




    Google Plus closed
    Task: Social | 2016-09-23 | Desirae.G | #59762 |

    Client is wondering why you cannot see any reviews on their Google + page. Please look into this and contact Dr. Goldberg.


    2016-09-26 | jan.s
    I answered both questions regarding their Google+ business page via email, closing task.
    2016-09-23 | desirae.g
    Also, client wants to have a rolling feed of their Google + reviews on the Testimonials page. Let him know if that is possible.

    Leave a Comment:




    Competitor’s Analysis Report closed
    Task: Sales | 2016-08-26 | Danny | #58029 |

    Boynton Beach: $1,000-$1,500/m

    Please send/mail. F/U in a few days. There’s a lot of opportunities here

    Dr.-Howard-Goldberg
    2016-09-15 | justinn
    opened via sidekick
    2016-09-14 | justinn
    Justin, I appreciate you following up with me, but that's simply not in my budget right now. Thank you, Howard Goldberg
    2016-09-14 | justinn
    Justin, I'm about to leave the office, but if you could simply send me some prices that would be great. A lot of this is jargon I simply don't understand. Thanks in advance, Howard Goldberg
    2016-09-14 | justinn
    Will talk to doctor to see if he wants Rep shield - will talk to him if he wants ad management - if both - 360Plan
    2016-09-07 | justinn
    LM for doctor
    2016-09-02 | justinn
    Sent

    Leave a Comment:




    Email: Social is Ready 
    Design | 2016-08-18 | Jan S. | #57465 |

    Hello Dr. Goldberg,

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

    Facebook: https://www.facebook.com/DrHowardGoldberg/
    Google Plus: https://plus.google.com/113740802134252518611/about
    Twitter: https://twitter.com/HGoldbergDDS

    In regards to Twitter, I have also provided your credentials for your reference as well down below:
    Email: DrHowardGoldberg@gmail.com
    UN: HGoldbergDDS
    PW: 360_DrHowardGoldberg

    If and when you would like to make an update to this profiles, please submit a ticket.

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

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    BlOG MISSING closed
    Ticket: Social | 2016-08-03 | Justin | #56430 |

    Where is the blog page?!


    2016-08-03 | belinda.t
    http://boyntoncosmeticdentistry.com/blog/ -- client has not provided blog topics for us to post therefore have not added to menu,

    Leave a Comment:




    Reputation Management 
    Sales | 2016-07-20 | Justin | #55522 |

    360Shield: $299/m

    Spoke with Dr, monday – has a ripoffreport.com review of his name – wants to get rid of it – looking to find a solution – sent custom proposal – tried calling earlier today but he was busy – sent email instead – will awiat his call

    have updates to show dr what we can do and essentially push the bad review site down


    Leave a Comment:




    Email: Social Intro 
    Design | 2016-07-20 | Jan S. | #55517 |

    Hello Dr. Goldberg,

    We’d like to start your Social Media accounts as soon as possible. Please provide a cellphone number to use for initial setup for your Twitter

    As for your Facebook and Google+, we would need either your credentials or admin / manager access so that we can continue on our end and update your artwork. Just let me know when you can provide that for us.

    BLOG

    You have also ordered a monthly blog with us in which we will need 6-12 topics from you. These topics can range from anything about your specialty or otherwise. Please send those topics as soon as possible so that our copywriters can get it started for you. After these topics are received, we will publish an article every month to your website and social media accounts.

    Thank you, and we look forward to working with you.


    Leave a Comment:




    blog ideas from dr. 
    Notes | 2016-07-14 | Catherine C. | #55188 |

    the connection between periodontal disease and the health of the rest of our body.

    Also, I think a lot of people have hesitations with implants and root canals, because they’re concerned about cost, pain, or both.
    With that being said if you have anything explaining the long-term benefits of saving a tooth with a root canal and a crown as well as something else going into the details of how an implant is the best substitute dentistry has for a tooth replacement that would be great.


    Leave a Comment:




    set up blog closed
    Task: Social | 2016-07-10 | Catherine C. | #54797 |

    Please set up blog – same way as this site for example:
    http://bracesforus.com/blog/


    2016-07-22 | developerbrijesh
    done
    2016-07-15 | catherine.c
    please update status. thank you!
    2016-07-10 | catherine.c
    bracesforus.com/blog/

    Leave a Comment:




    Writer Access – Implants vs. Bridges closed
    Task: Other | 2016-06-15 | Catherine C. | #53237 |

    Order submitted through Writer Access for content.


    2016-06-17 | catherine.c
    content received. closing.

    Leave a Comment:




    Mobile menu closed
    Task: Website | 2016-06-15 | Catherine C. | #53207 |

    Please change colors of menu & sub menu to match desktop site.


    2016-06-16 | developerbrijesh
    done

    Leave a Comment:




    images not displaying on site closed
    Task: Website | 2016-06-14 | Catherine C. | #53184 |

    All images are broken on site. Please fix.


    2016-06-15 | catherine.c
    replaced all photos. thanks.
    2016-06-15 | developerbrijesh
    /home/f2633248362165/html/wp-content/uploads/2016/06 the folder is empty please provide us images which are broken

    Leave a Comment:




    Gallery Post closed
    Task: Other | 2016-06-14 | Danny | #53157 |

    post please. thx.


    2016-06-15 | catherine.c
    post created.
    http://optimized360.com/?p=16584&preview=true

    Leave a Comment:




    Email: Website is Live 
    Design | 2016-06-14 | Catherine C. | #53153 |

    Hello Dr. Howard Goldberg, DDS,

    Congratulations! Your website (boyntoncosmeticdentistry.com) is now live and visible to the public.

    We strongly encourage you to further customize your site by logging into Control Panel and using the website editor. If you have any questions and/or concerns, please let us know.

    LOGGING INTO CONTROL PANEL

    Login via your member login page: www.optimized360.com/controlpanel

    Username (your domain): boyntoncosmeticdentistry.com

    If this will be your 1st time logging in, please go to “forgot password”. You will receive the instructions to reset it via your email on file which I have confirmed: HowardGoldbergDDS@gmail.com

    MAKING CHANGES

    If you would like to make any changes to your website, you can do so by logging into Control Panel and clicking on “Edit Your Website.” You may add/remove/edit/upload any pages that you may wish. The online editor is available to you 24/7 and we welcome any questions regarding how to use it.

    Thank you!


    Leave a Comment:




    Site Live: SEO Items closed
    Task: Website | 2016-06-14 | Catherine C. | #53152 |

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


    2016-06-15 | desirae.g
    Domain added. Google Analytics created. Closed.

    Leave a Comment:




    Update Robots File/301 closed
    Task: Website | 2016-06-14 | Catherine C. | #53151 |

    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.


    Leave a Comment:




    content: Implants vs. Bridges closed
    Task: Social | 2016-06-07 | Catherine C. | #52694 |

    Please write content for Implants Vs. Bridges.
    Please have content ready as soon as possible. Thank you.


    2016-10-10 | catherine.c
    yes! i'll close. thanks!
    2016-10-07 | chandra.t
    Is this ok to close?
    2016-06-15 | catherine.c
    I emailed Allison yesterday as well. Haven't heard from her. Any other way to contact her?
    2016-06-14 | catherine.c
    Please update. Client would like content asap. Thanks.

    Leave a Comment:




    additional phone edits closed
    Ticket: Website | 2016-06-07 | Catherine C. | #52693 |

    1. Remove whitespace above Testimonials
    2. Associations at bottom of homepage – make all brown color. Order of last row > FDA, Spear, ITI
    3. http://boyntoncosmeticdentistry.com/education/crowns-and-bridges/ – make “FAQ” words bigger
    4. Add reviews widget to testimonials page – see support email.
    5. Add links to FB, G+, Yelp on testimonials page
    6. Svcs > Perio Therapy – make separate pages for content here:
    – Gingivitis & Periodontitis
    – Causes of Periodontal Disease
    – Non-Surgical Periodontal Therapy
    – Arestin


    2016-06-09 | catherine.c
    Ticket has been completed. Closing ticket.
    2016-06-09 | joseph.a
    I don't have access to network, so I re assigned
    2016-06-08 | catherine.c
    I will forward you email for widget.

    Leave a Comment:




    content: Implants vs. Bridges closed
    Task: Website Tasks | 2016-06-07 | Catherine C. | #52692 |

    Please write content for Implants Vs. Bridges. Please have content ready as soon as possible. Thank you.


    2016-06-07 | catherine.c
    Please ignore. Task for Allison.

    Leave a Comment:




    Web Edit via Phone. closed
    Task: Website | 2016-06-03 | Marvin A. | #52483 |

    Include Digital X-Rays content on Services page
    Include Composite Tooth-Colored Fillings on Services page.
    Include Tooth Extractions on Services Page
    Include Root Canals on Services Page
    Include Implant Retained Dentures on Implants Page

    Include Full Fixed Prosthetics on Implants Page
    Include Provisional Restoration on Crown & Bridge Page
    Remove the photos for the Testimonial section on Homepage
    Update your SEO on the bracketed placeholders.
    Make sure the phone number can be clicked for mobile phone users.


    2016-06-09 | catherine.c
    Edits complete.
    2016-06-06 | catherine.c
    left msg for dr. goldberg - requested more changes.
    2016-06-06 | marvin.a
    Also wants submenu to be on one line instead of two.
    2016-06-06 | marvin.a
    Update associations on bottom to be same color and have the "ITI" on second row.
    2016-06-03 | marvin.a
    I would also like to have a link to testimonials available on other websites and social media platforms, i.e. Yelp, Facebook, and Google reviews. There are some other things I'd love to have on there, but I'd rather concentrate on going live first and then adding things here and there. Please let me know once you've been able to make these changes. So far, the process of making changes and being notified of them has been pretty easy and seamless, and I appreciate it greatly.

    Leave a Comment:




    Slider Changes closed
    Ticket: Website | 2016-05-31 | Belinda | #52174 |

    Please adjust the slider:

    Slide 1: keep the family
    Slide 2: Add a beach scene, similar to Boynton Beach scene
    Slide 3: Add older couple
    Slide 4: Add operatory photo found in Media Gallery (open original size)

    Please make that the pictures match in color and brightness. Please adjust this in photoshop.


    2016-06-02 | catherine.c
    Ticket has been completed. Closing ticket.
    2016-06-02 | catherine.c
    slides are added.
    2016-05-31 | catherine.c
    left voicemail for additional changes request.

    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2016-05-18 | Catherine C. | #51464 |

    Hello Dr. Howard Goldberg, DDS,

    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: HowardGoldbergDDS@gmail.com

    Password: 360_goldberg

    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!


    2016-05-27 | belinda.t
    F/U via email.

    Leave a Comment:




    remove space under top menu closed
    Task: Website | 2016-05-16 | Catherine C. | #51278 |

    please remove white space under menu.


    2016-05-17 | developerbrijesh
    Done
    2016-05-16 | catherine.c
    the gradient background for top menu needs to be smoother.
    2016-05-16 | catherine.c
    Also, please add H1 tags to patient ed. posttype.

    Leave a Comment:




    Sent to Development 
    Design | 2016-05-03 | Catherine C. | #50265 |

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-04-27 | Catherine C. | #49881 |

    Hi Dr. Goldberg,

    Here is the revised draft for your website. Please review and respond to this email with your approval to move forward with development if there are no further changes. Thank you!


    Leave a Comment:




    add appt link closed
    Task: Website | 2016-04-26 | Catherine C. | #49738 |

    https://www.ident.ws/template_include/new_patient_sign_in.do?site=15869&practiceId=51619


    2016-04-26 | catherine.c
    I added this link to the under construction page.

    Leave a Comment:




    Create Temporary Site closed
    Ticket: Website | 2016-04-20 | Belinda | #49401 |

    Create a temporary site and attach the domain to it. Include the following information:

    – Address
    – Telephone
    – Email: the pt comm one
    – Jotform: send to pt comm one
    – Dentrix links: (he will send)

    Need this done today.


    2016-04-21 | catherine.c
    Hello Dr. Howard Goldberg, DDS,

    Your ticket #49401 labeled -Create Temporary Site- has been been updated.

    Please visit http://boyntoncosmeticdentistry.com/. Your temporary site has been set up.

    Thank you!
    2016-04-21 | catherine.c
    done. closing.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-04-15 | Catherine C. | #49129 |

    Hello Dr. Howard Goldberg, DDS,

    Here is the Design Draft for your website. Please review and provide us feedback. Thank you!


    Leave a Comment:




    Email: Welcome! Get Started On Your Design 
    Design | 2016-04-06 | Belinda | #48411 |

    Hello Dr. Goldberg,

    Welcome to Optimized360!

    My name is Belinda. You will be working with me and Catherine regarding your new design.

    Please take a few minutes to fill out our design questionnaire below. This should give you a better idea of the variety of elements that are featured in an effective design.

    *Please Login to Control Panel (www.360controlpanel.com)
    *(Feel free to contact me if you need any assistance logging in)

    You can find the Design Questionnaire in the welcome box.

    After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead.

    I look forward to working on this design with you. 


    Leave a Comment:




    Followup Note 
    Design | 2016-04-06 | Belinda | #48410 |

    Record F/Us as comments.


    2016-05-03 | catherine.c
    doctor approved.
    2016-04-21 | catherine.c
    Made changes to draft based on dr's feedback. Waiting for review from Belinda.
    2016-04-19 | catherine.c
    Spoke with Dr. He liked overall layout and colors but wanted to speak to you regarding logo colors and dentrix.
    2016-04-18 | catherine.c
    Called dr., he wasn't in front of computer. Reschedule for Tuesday. He will call AM pacific time.
    2016-04-07 | belinda.t
    LM and emailed domain options, and design gallery.

    Leave a Comment:




    SEO Note 
    Design | 2016-04-06 | Belinda | #48409 |

    Doesn’t fully understand SEO, but would like to learn. Doesn’t have a previous site and advised doctor to select domain that has keywords within it.


    Leave a Comment:




    Development Note 
    Design | 2016-04-06 | Belinda | #48408 |

    Notes for development.

    – mostly old people that live in s florida but wants to target young families

    • does a lot of restorative procedures, please highlight that
    • wants to highlight overall health and periodontal disease bc of all recent research that has come out

    Leave a Comment:




    Design Note 
    Design | 2016-04-06 | Belinda | #48407 |

    Initial design notes from client:

    – modern, minimalistic, clean

    • symmetrical, straight lines
    • likes irvineendodontics.com, clean pictures
    • likes more sections than irvineendodontics.com such as garidental.com (but not the style)
    • fonts: clean, clear, can be bolder than irvine endo
    • colors: refer to logo, but not using the exact bright. He likes how irvine endo uses softer purple rather than his bright colors. He’s not married to his logo either.

    2016-05-03 | catherine.c
    dr. approved.
    2016-04-27 | catherine.c
    2nd Draft sent to doctor after revisions. Waiting for approval to go into development.
    2016-04-20 | catherine.c
    Feedback from Dr.
    - Create new section, add Dentrix -2 links or testimonials
    - Make colors of logo brighter, closer to original logo
    - Add some logo colors - to buttons.

    2016-04-15 | catherine.c
    Draft created.

    Leave a Comment:




    Social Marketing closed
    Task: Social | 2016-04-06 | Justin | #48396 |

    Please add to your calendar – 1 custom post per month


    Leave a Comment:




    New Project Notes closed
    Task: New Project | 2016-04-06 | Justin | #48394 |

    Dr. Goldberg will be the point of contact – please call him today

    Design from Scratch Website
    Mobile Fluid
    Social Postings (1 per month)

    They really like social marketing


    Leave a Comment:




    New Order – Gold + Social (12 installments) closed
    Task: Accounting | 2016-04-06 | Justin | #48390 |

    Website Design: $2,500 + $50
    Mobile: $1,000 + $49/m
    Social Marketing: $0 + $99/m

    (12 Installments)
    Website ($208) + Mobile ($83) + Hosting ($99) + Social Marketing ($99) = $489/m
    After 12 installments: (Web) $50 + (Mobile) $49 + (Social) $99  = $198/m


    2016-04-14 | chandra.t
    Called and spoke to doctor, updated CC via phone (Visa ending in 0242). Charged.
    2016-04-07 | chandra.t
    CC unable to process, emailed doctor.

    Leave a Comment:




    Lead Response – via Text (Goldberg) 
    Sales | 2016-04-05 | Justin | #48359 |

    I’m sorry I haven’t sent it yet. The contract you sent on Friday the final proposal, right?


    2016-04-05 | justinn
    That's what I figured.
    2016-04-05 | justinn
    That's what I thought.
    2016-04-05 | justinn
    Just to make sure, the $291/month is separate from the $99/month for the social media package, right?

    Leave a Comment:




    Lead Response – via Text 
    Sales | 2016-04-05 | Justin | #48358 |

    I just finished my Patients. Did you get the signed contract from Dr. Goldberg. I spoke to him last night. He said he was going to send it to you. I think you should contact him directly tomorrow, as your design team will need to work with him directly. I will only offer my opinions if he as some choices to make. Let me know if you need me for anything. Thanks.


    Leave a Comment:




    Lead Response via Text (4/4/16) 
    Sales | 2016-04-05 | Justin | #48324 |

    Dr Goldberg was no in the office oday, so lets plan on talking tomorrow after 5:30pm.


    Leave a Comment:




    Website Estimate (Updated) 
    Estimates | 2016-03-28 | Justin | #47737 |

    Had a 1 hour conversation with both doctors – answered a lot of questions – dr goldberg was very quiet the whole time – says he does not understand everything (terms and lingos) – he just wants to see his son before he sleeps – got off the phone 40 mins in – spoke with Dr. Greenberg – very nice – likes me more than other companies – comparing us with TNT dental – sent custom proposal for 12 months to beat their proposal – they also want social marketing


    2016-04-04 | justinn
    Texted f/u
    2016-04-01 | justinn
    Spoke with Dr. Greenberg - he and Dr Goldberg loved my honesty and trusts me - they want to get started in working with me - will finalize on Monday - They need a temp site up by the 14th of April
    2016-04-01 | justinn
    Call me back in 45 mins
    2016-04-01 | justinn
    Texted to let him know I am in the office for how much longer
    2016-03-29 | justinn
    LM
    2016-03-29 | justinn
    Thanks Justin. Let's continue our conversation tomorrow around 6pm.

    Leave a Comment:




    Website Estimate 
    Estimates | 2016-03-25 | Justin | #47631 |

    Spoke with Dr. Roy – very nice – he is calling on behalf of Dr. Goldberg – will discuss with Dr. Goldberg on Monday – will make a decision by mid week – told him I will call him on Tuesday – is looking at Prosites & TNT – was with Prosite way back then – had no problems with them but they didnt really stand out as much too – he wants to choose a company in which he sees value in – told him how we compare – sent custom proposal – he wants to see reviews/testimonials

    Howard-Goldberg-DDS
    2016-03-28 | justinn
    opened via sidekick
    2016-03-28 | justinn
    Emailed F/U
    2016-03-28 | justinn
    opened via sidekick

    Leave a Comment:




    Lead Response – via Text 
    Sales | 2016-03-24 | Justin | #47544 |

    Honestly, I’ve been super busy, but I have your information. I will get back in touch with you when I get a chance.


    Leave a Comment:




    Website Estimate 
    Estimates | 2016-03-14 | Justin | #46834 |

    lead would like to be emailed first and then he would contact us if he is interested

    Dr.-Howard-Goldberg
    2016-03-24 | justinn
    opened via sidekick
    2016-03-24 | justinn
    Texted
    2016-03-23 | justinn
    LM & Emailed F/U - opened via sidekick
    2016-03-21 | justinn
    LM
    2016-03-16 | justinn
    opened via sidekick
    2016-03-16 | justinn
    Emailed - LM - Texted
    2016-03-15 | justinn
    opened via sidekick
    2016-03-14 | justinn
    opened via sidekick
    2016-03-14 | tri.l
    sent proposal
    2016-03-14 | justinn
    Tri, please mail & send proposal

    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: 2016-04-06
    Questionnaire: 2016-04-06
    Site Download/Site Sucker:
    Temporary Site: 0016-04-20
    Concept: 2016-04-27
    Approved: 2016-05-03
    Add to Upwork
    Add Developer to Temp Site
    Review: 2016-05-16
    Design # and Download:
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake: 2016-06-15
    Live Online: 2016-06-14
    Analytics Setup: 2016-06-15
    Analytics Report or Jetpack Setup: 2016-06-15
    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: 2016-04-27
    Approved:
    Developed:
    Sitemap, Submissions, 301:
    Check Other Products:
    Analytics Applied:
    Review:
    DC is Ready:
    DC is Live:
    Cancelled
    Previous Design #

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

    Previous FTP USER

    Previous FTP PW

    ADDITIONAL EMAIL TO:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


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

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



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

    COMPANY
    Media Med
    Media Med Integrated
    3D4 Dental
    Optio: register w/client info
    Swarm
  • Facebook
    Account Access:
    Active
    Cancelled
    Google Plus
    Account Access: PIN: F/U: URL: Active
    Cancelled
    Twitter
    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




    Facebook
    Google
    Twitter
  • Blog Schedule
    Monthly
    None


    Notes

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



    Need topics? See a list of topics here.

    Initial Blog DQ
    Social Media Access

    Facebook

    Account Access:
    Active
    Cancelled

    Google Plus

    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

    Twitter

    Twitter


    Active
    Cancelled

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

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

    Message for Client:
    Instructions to Place on Website (ticket)
  • Username: Password:
    Reviewed:
    Placed on Website:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    CSR: Pagely Ticket Created:
    Domain Mapping: DB Search & Replace:
    Active/Completed:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

    Inboxes Created:
  • BRC - Reputation Management
    Pending
    Active
    Placed on Site
    Cancelled

  • Marketing




    STEPS
    Ordered:
    Account:
    Waiting for Live Website
    Ad Setup
    Test Ad
    Active
    Paused
    Cancelled
    SEARCH ENGINES
    Adwords
    Yahoo/Bing
    Remarketing
    Display (generic)
    Video
    Mobile
    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
    Cancelled

    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2016-04-06
    2016-04-14
    Mobile
    Fluid Responsive
    2016-04-06

    Videos


    Marketing


    Reputation


    Facebook
    2016-04-06

    Google Plus
    2016-04-06

    Blog
    2016-04-06

    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2016-03-28 | Justin | Website Estimate (Updated) Ordered

    Gold (12 Installments)


    Initial: 12 Payments of $291**
    Monthly: $99/m


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site Optimization

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Social Marketing

    Regular Price:

    Initial: Payments of
    Monthly: $99/m

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    1 Custom Unique Article Created/Posted Per Month Specifically for Your Practice (SEO Focused)

    Regular Price:

    Initial: Payments of
    Monthly:

    **12 installments to match & beat competitor - 30 Day Money Back Guarantee - No Contract - (Authorized by Justin N.) - Exp: 3.31.16

    COMMENTS:

    2016-04-04 | justinn
    Texted f/u
    2016-04-01 | justinn
    Spoke with Dr. Greenberg - he and Dr Goldberg loved my honesty and trusts me - they want to get started in working with me - will finalize on Monday - They need a temp site up by the 14th of April
    2016-04-01 | justinn
    Call me back in 45 mins
    2016-04-01 | justinn
    Texted to let him know I am in the office for how much longer
    2016-03-29 | justinn
    LM
    2016-03-29 | justinn
    Thanks Justin. Let's continue our conversation tomorrow around 6pm.
    Estimates | 2016-03-25 | Justin | Website Estimate Expired

    Gold Package


    Initial: 4 Payments of $875
    Monthly: $99/m


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site Optimization

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Regular Price:

    Initial: Payments of
    Monthly:

    4 Installments Authorized by Justin N. - 30 Day Money Back Guarantee - No Contract - Guaranteed Competitive Pricing (Will MATCH & BEAT Any Proposal by 10% if Apples to Apples)

    Regular Price:

    Initial: Payments of
    Monthly:

    Howard-Goldberg-DDS

    COMMENTS:

    2016-03-28 | justinn
    opened via sidekick
    2016-03-28 | justinn
    Emailed F/U
    2016-03-28 | justinn
    opened via sidekick
    Estimates | 2016-03-14 | Justin | Website Estimate Expired

    Gold Package


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


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map | Forms

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site Optimization

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Educational Videos

    High-Quality Patient Dental Videos

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Social Branding (Included)

    Regular Price: $999

    Initial: Payments of $0
    Monthly:

    SOCIAL MEDIA Custom

    Facebook, Google Plus & Twitter

    Social Branding Included At No Additional Cost (Authorized by Justin N.)

    Regular Price:

    Initial: Payments of
    Monthly:

    30 Day Money Back Guarantee - No Contract (Month to Month) - Guaranteed Competitive Pricing (Will MATCH & BEAT Any Proposal By 10% if Apples to Apples)
    Dr.-Howard-Goldberg

    COMMENTS:

    2016-03-24 | justinn
    opened via sidekick
    2016-03-24 | justinn
    Texted
    2016-03-23 | justinn
    LM & Emailed F/U - opened via sidekick
    2016-03-21 | justinn
    LM
    2016-03-16 | justinn
    opened via sidekick
    2016-03-16 | justinn
    Emailed - LM - Texted
    2016-03-15 | justinn
    opened via sidekick
    2016-03-14 | justinn
    opened via sidekick
    2016-03-14 | tri.l
    sent proposal
    2016-03-14 | justinn
    Tri, please mail & send proposal