Compassionate Family Medicine

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    Profile ID: 102141




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    Incorrect Contact Info closed
    Ticket: Website | 2018-03-07 | ltriana@cfmsyracuse.com | #118541 |

    We recently noticed that we have an incorrect phone number and fax number in the portion which we cannot edit ourselves.

    The fax number for our Court Street location should read: 315-760-6900

    The phone number for our 511 S. Main St location should read: 315-452-9977


    2018-03-07 | catherine.c
    emailed completed

    Leave a Comment:




    add A record for VPN closed
    Task: Website | 2018-02-28 | Catherine C. | #118452 |

    Type: A record
    Host: vpn
    Value: 139.60.230.102


    2018-02-28 | catherine.c
    added & emailed Kris

    Leave a Comment:




    Edits via Phone closed
    Ticket: Website | 2018-01-29 | Chandra | #117051 |

    Kris called

    – add another location on the Header in the last position
    2700 Court Street
    Syracuse, NY 13208
    (315) 760-9600

    – update the office hours in the Footer area
    Green Street Location
    Mon: 7:30am – 5pm
    Tues: 7am – 5pm
    1st & 3rd Wed: 10am – 5pm
    Every other Wed: 8:30am – 5pm
    Thur & Fri: 8:30am – 5pm
    Sat: 8:30 – 1pm

    Main Street Location
    Mon, Tues, Thur, & Fri: 8pm – 4:30pm
    1st & 3rd Wed: 10am – 4:30pm
    Every other Wed: 8am – 4:30pm
    2nd Sat of Month: 9am – 1pm

    Genesee Street Location
    Mon & Tues: 9am – 5pm
    1st & 3rd Wed: 10am – 5pm
    Every other Wed: 8:30am – 5pm
    Thur: 7:30am – 5pm
    Fri: 8am – 5pm
    2nd & 4th Sat of Month: 9am – 1pm

    – add hours for “Lyncourt – Court Street Location”
    Mon, Tues, Thur, & Fri: 7:30am – 2:45pm
    1st & 3rd Wed: 10am – 5pm
    Every other Wed: 8:30am – 4:30pm

    – add an additional location to the Jotform dropdown
    Lyncourt – Court Street


    2018-01-31 | catherine.c
    emailed completed
    2018-01-30 | chandra.t
    Please try again - optimized360.pagelydev.com user: tedtriana pass: wilfUbMekoogHags
    2018-01-30 | developershafiq
    Given FTP not working (optimized360.pagelydev.com user: tedtriana pass: IkVeic5OkwuWyij)
    2018-01-30 | chandra.t
    Please try again.
    2018-01-30 | developershafiq
    Kindly provide access to website

    Leave a Comment:




    Past Due 
    Accounting | 2017-11-09 | Chandra | #103496 |

    Email past due $79 for web.


    2018-01-12 | chandra.t
    Per her request, invited her to the Zoho payments portal to view the invoices.
    2018-01-12 | chandra.t
    Linda updated CC via phone (Visa ending in 9449), paid past due.
    2018-01-04 | chandra.t
    LV.

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    Internal Edit closed
    Task: Website | 2017-05-11 | Chandra | #75518 |

    Please fix footer form, it is cut off.


    2017-05-11 | catherine.c
    fixed.

    Leave a Comment:




    Alias Domain Increase Email Sent 
    Notes | 2016-11-22 | Justin | #63816 |

    1 additional $25/y


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    add bios closed
    Task: Website | 2016-11-01 | Catherine C. | #62261 |

    Myles Howard, M.D. specializes in adult medicine and has treated a plethora of medical conditions including those with substance abuse, as well as those with urgent / emergent needs. Dr. Howard is a long time Syracuse resident and has been providing patients with compassionate healthcare for for more than 39 years. He earned his medical degree from Meharry Medical College School of Medicine and completed his Internal Medicine Residency at Wilson Memorial Regional Medical Center in Binghamton, New York. He was a Captain in the United States Army Medical Corps. Dr. Howard practices evidence-based medicine and takes a personal, comprehensive and coordinated approach to address any challenge that comes his way.

    Shailaja Potdar, M.D. is an excellent Pediatrician with many years of experience taking care of infants, toddlers and adolescents. She received her medical degree from B.J. Medical College in Pune, India. She completed three years of residency at Brookdale Hospital Medical Center in Brooklyn, New York. She has experience working in both hospital and outpatient settings. Prior to her arrival in Syracuse in January 2011, she served as an attending physician at Brookhaven Memorial Hospital where she worked in the Nursery, attended to emergency C-sections, and saw patients within the clinics. She has received multiple awards including the “Star Award” for successfully reviving an infant in cardiac arrest, a recognition from the Mayor of Pune for “service to the underserved population”. She is also the recipient of the “Dedicated Service Award” on behalf of Brookhaven Hospital for her length of service to that community.

    Toni Piceno, D.O. is a Board Certified Pediatrician who has been practicing medicine in the Syracuse area for eight years. She received her medical degree from the University of New England College of Osteopathic Medicine and completed her three year residency at Texas A&M University, Driscoll Children’s Hospital in Texas. At the time she was the Director of the Osteopathic Department and was involved in training the Pediatric Residents. She has given many lectures on different pediatric topics and was awarded first prize for resident research. She takes pride in helping and educating both her patients and their parents. She completed a fellowship in Pediatric and Adolescent Psychiatry and has expertise in treating a number of psychiatric disorders, including but not limited to ADHD, anxiety disorders, depression, and eating disorders. As an Osteopathic Physician, she is trained to provide Osteopathic Manipulative Therapy which may be used to treat musculoskeletal conditions thus limiting the need for medications. She is very involved in the Girl Scouts where she is a Troop leader.


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    add content to site closed
    Task: Website | 2016-10-28 | Catherine C. | #62158 |

    Page named “content”
    Copy/Paste text to appropriate sections.


    2016-10-28 | catherine.c
    content added.

    Leave a Comment:




    welcome letter emailed 
    Marketing | 2016-10-26 | Alec J. | #61966 |

    Leave a Comment:




    type PDF file closed
    Task: Website | 2016-10-21 | Catherine C. | #61746 |

    Please create a new page and type up all text from this PDF starting with page 4 – “Urgent Care/ “Wish” Hours”

    Please title page “Content” and do not link anywhere. Thank you.


    2016-10-24 | developerzahid
    page have been created.
    2016-10-24 | catherine.c
    https://www.dropbox.com/s/jsrqne3nbxpv8hm/All%20about%20cfm.pdf?dl=0
    2016-10-24 | developerzahid
    Please provide me PDF.

    Leave a Comment:




    Going Live Items closed
    Task: Social | 2016-10-21 | Catherine C. | #61720 |

    1. Please add domain(s) to statuscake.com
    2. Complete 301 Redirects
    3. Setup Analytics & Reporting


    2016-10-24 | catherine.c
    no 301s.
    2016-10-24 | chandra.t
    Completed Analytics and Reporting.
    2016-10-21 | robert.b
    Added to status cake

    Leave a Comment:




    Email: Your Website is Live 
    Design | 2016-10-21 | Catherine C. | #61719 |

    Hello Dr. Ted J. Triana, DO,

    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://syracusefamilymedicine.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.” You can always submit a ticket on the dashboard as well. We welcome any questions regarding the website editor.

    Thank you!

    Catherine
    catherine.c@optimized360.com


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    ready to go live 
    Notes | 2016-10-21 | Catherine C. | #61718 |

    Kris is good to go live. Notified him it will take time to type up PDF he sent us. He did not have a word doc of the file.


    Leave a Comment:




    email edits closed
    Task: Website | 2016-10-04 | Catherine C. | #60534 |

    1. remove suboxone from top menu & featured services boxes. no addition to top menu, add “Family Planning” to featured svcs box.

    2. Fill site with content in this PDF link
    https://www.dropbox.com/s/jsrqne3nbxpv8hm/All%20about%20cfm.pdf?dl=0

    Requested from Kris – word document of same PDF. Please use PDF for content for now.


    2016-10-21 | catherine.c
    closing this task. will recreate separate tasks to type up pieces of PDF document. Kris did not have a word doc for his 12 page PDF.
    2016-10-11 | developerbrijesh
    ok we will waiting
    2016-10-10 | catherine.c
    I will send to you when I receive from client.
    2016-10-10 | developerbrijesh
    Please provide Word doc as in PDF its not clear what content will go in which particular page or section

    Leave a Comment:




    Follow up notes 
    Notes | 2016-09-13 | Catherine C. | #59035 |

    Left voicemail for Kris. Sent email 9/9.


    2016-09-22 | catherine.c
    Left voicemail & emailed 9/22 for follow up.

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    Past Due 
    Accounting | 2016-09-07 | Chandra | #58626 |

    Email past due $79 for web.


    2016-09-20 | chandra.t
    Doctor paid via Freshbooks Visa ending in 4860).

    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2016-08-30 | Catherine C. | #58155 |

    Hello Dr. Ted J. Triana, DO,

    Your website is ready for your review.

    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. Please give us a call to briefly go over the website and making changes.

    Temporary URL: http://tedtriana.360sites.net/

    LOGGING IN

    Please follow the link below to retrieve your password. Once you submit your username, the system will send you an email on instructions to set up a password for the website.

    URL: http://tedtriana.360sites.net/wp-login.php?action=lostpassword

    Username: kris.triana@icloud.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.” You can always submit a ticket on the dashboard as well. We welcome any questions regarding the website editor.

    Thank you!

    Catherine
    catherine.c@optimized360.com


    Leave a Comment:




    Email: Social Intro 
    Design | 2016-08-29 | Jan S. | #58109 |

    Hello Dr. Triana,

    Just a quick follow up regarding your social media. Please provide either the credentials for your Google account so that I can directly set up your Google+ business page on your account. Just let me know when you are able to do this so that I can continue from my end.

    As for your Facebook and Twitter accounts, they have been created and linked to your website. I have provided the links down below for your reference.

    Facebook: https://www.facebook.com/Compassionate-Family-Medicine-986054054837358/
    Twitter: https://twitter.com/compfamilymed
    Twitter UN: compfamilymed
    Twitter PW: 360_kris.triana

    If you have any additional questions or concerns, feel free to submit a ticket or contact support@optimized360.com for further assistance.


    Leave a Comment:




    remove doctor section – inner pages closed
    Task: Website | 2016-08-29 | Catherine C. | #58081 |

    Please remove “Dr. Ted J. Triana” section from all inner pages.


    2016-08-30 | developerbrijesh
    done

    Leave a Comment:




    contact page- location field closed
    Task: Website | 2016-08-29 | Catherine C. | #58055 |

    Please change location field to match rest of the form fields.


    2016-08-30 | developerbrijesh
    done

    Leave a Comment:




    reduce height of inner banners closed
    Task: Website | 2016-08-26 | Catherine C. | #58040 |

    Make inner banners half the size of homepage slider.


    2016-09-01 | catherine.c
    looks good. thanks.
    2016-09-01 | developerbrijesh
    done please check
    2016-08-30 | catherine.c
    the inner banners still look the same size as homepage. They should be shorter for inner page so the content can been visible. Could you please look at the header banners for inner pages again? Thank you.
    2016-08-30 | developerbrijesh
    done

    Leave a Comment:




    top menu spacing closed
    Task: Website | 2016-08-26 | Catherine C. | #58039 |

    Please add space between top menu links.


    2016-09-01 | catherine.c
    thanks.
    2016-09-01 | developerbrijesh
    done
    2016-08-31 | catherine.c
    please try again. it is working for us.
    2016-08-31 | developerbrijesh
    FTP is not working of this site.
    2016-08-30 | catherine.c
    Spacing to the left and right of each link. Please spread the links apart horizontally.

    Leave a Comment:




    Sent to Development 
    Notes | 2016-08-23 | Catherine C. | #57712 |

    8/17/16


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    draft approved – domain needs approval 
    Notes | 2016-08-15 | Catherine C. | #57230 |

    waiting for Kris select 2 domains.


    2016-08-23 | belinda.t
    please update appropriate checkboxes in products.
    2016-08-17 | catherine.c
    domains selected & sent to development.
    2016-08-16 | catherine.c
    emailed & left voicemail.

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    Draft Submitted 
    Concepts | 2016-08-10 | Catherine C. | #56943 |

    Hello Dr. Ted J. Triana, DO,

    Please review this draft and let us know when you are ready to go into development. Thank you.


    Leave a Comment:




    2nd draft feedback 
    Notes | 2016-08-09 | Catherine C. | #56836 |

    I appreciate what you have done with the design thus far. I know it has been a little since getting back to you. I was in Europe on a vacation with my family and actually got stuck trying to return for 4 days and just got back on Wednesday. It has been hectic catching up with work, but we are ready to move forward with this.

    I really like the idea of having Dr. Triana featured on the front page as such. Would it be possible to include a link underneath that area which follows to a “meet the staff” page or something along those lines. Also, we would like for our colors to remain if possible the maroon / white that we currently feature on our sign. I don’t know if you recall the picture of our sign that I sent you some time back, but those are the colors to which I’m referring. If need be I can try and present a sample again. Also is there any way to feature the locations and their numbers a little bit larger and perhaps in the center to click on which would the lead to a page specifically for the location and its description. Other than that the overall general look and feel is great for us. We really like how this has begun.


    2016-08-15 | catherine.c
    draft approved.
    "Yes you have approval to move forward. "
    2016-08-15 | catherine.c
    emailed Kris to approve draft. Need only color confirmation.
    2016-08-10 | catherine.c
    Sent revised draft to Kris. Waiting for approval.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-08-08 | Catherine C. | #56754 |

    Hello Dr. Triana & Kris,

    We have edited the draft based on the last set of feedback from you. I did have some questions about your feedback but thought this might be what you were looking for. You had mentioned you did not want a featured services section (the 4 boxes on the homepage), but we thought it was good to have since it highlighted special services such as Rehabilition – Suboxone that was not in the top menu.

    Please review and let me know what you think.

    Thank you.


    Leave a Comment:




    Draft Feedback 
    Notes | 2016-07-15 | Catherine C. | #55254 |

    Overall, I love the modern look and feel of the layout in general. Right off the bat I love the office locations in the top right corner, along with the social media icons right there with them. I like the clear cut menu nicely across the top with the logo in upper left corner. It all makes sense and flows very nicely.

    Where we are feeling as though it could be a bit different is in the middle. We’re unsure how we feel about the menu options being on top and in the middle as well. It seems a little redundant, and as though that space should be used for something more productive. Truth be told, however, we don’t exactly know what would be best for that space just yet.

    We also love the bottom portion with all of the information / links for navigating the site.

    Best,

    Kris Triana

    P.S. My father’s name is Ted J Triana


    2016-08-08 | catherine.c
    Edited draft without feedback from Kris. Emailed to him for review.
    2016-07-29 | catherine.c
    Called phone number - did not allow me to leave msg. Emailed Kris for contact phone number and followed up.
    2016-07-27 | catherine.c
    Emailed Kris a follow up. Waiting on his answers to my questions on the feedback. Also waiting on feedback for him to select a domain.
    2016-07-20 | catherine.c
    Email to Kris 7/15:

    Thank you for the feedback! Glad you liked the top and bottom portion of the site. As for the 4 featured services section, we can always change the links if that was what you were referring to. Did you like the boxes or would you like to see something else in this middle section? During this design stage, the photos can be changed as well. Would you like to feature your dad better on the homepage? We can make his section a little larger if you would like. Another option, let me know what's something important about your dad's practice and we can feature that on the homepage.

    For the email about not to worry about the look of the site, I believe this was referencing a temporary site we set up for clients. It looks very basic but allows you to add content if needed before the site is developed. I can explain further later on but for now, let's get this design finalized and we can move on to the next step! At this point, we are mainly looking for layout, colors, and placement of text and images. The text itself can always be changed later or at any time.

    Did you want a logo designed for the practice? Or we can keep how it looks on the draft as well.
    Looking forward to hearing from you! Thank you!
    2016-07-15 | catherine.c
    Emailed Kris some options for domain names. Waiting for response.

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    Draft Submitted 
    Concepts | 2016-07-12 | Catherine C. | #54999 |

    Hi Kris,

    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.

    I have also set up a content website for you to begin making any changes to the text. Please disregard the look of this site for now, as once we approve of the design, I will combine that with the text we have here. here. Thank you and let me know if you have any questions!


    Leave a Comment:




    Please Create Tempsite closed
    Task: Website | 2016-07-12 | Belinda | #54943 |

    Please ask Desirae or Jan on how to do this. We are putting all of our custom websites onto Pagely (where template system sites are) but have additional steps.


    2016-07-27 | catherine.c
    tempsite created.
    2016-07-15 | catherine.c
    Dr. Ted J. Triana.
    2016-07-14 | catherine.c
    Waiting for dr.'s first name.

    Leave a Comment:




    Feedback from Kris 
    Notes | 2016-07-06 | Catherine C. | #54474 |

    There are 3 locations.
    X1. 311 Green St. Syracuse NY
    X2. 511 South Main St. Syracuse NY
    X3. 138 East Genesee St. Baldwinsville NY

    Monday-Friday 7:15 am – 5:30 pm.
    *X2 closes at 7 pm on Mondays.

    Saturdays:

    X1: First 3 Saturdays of the month 8:30 am – 1 pm
    X2: Last Saturday of the month 8:30 am – 1 pm
    X3: 2nd and 3rd Saturdays of the month 8:30 am – 1 pm

    We are still thinking of a domain name. Any suggestions would be greatly appreciated.

    You asked for a copy of our current logo, but unfortunately as I said we don’t have much branding to go off of. Thus what I can provide has been attached to this email. It is a simple photo of our sign at one of our locations but I hope it can help a little at least.

    *We also have question regarding the functions of the website. A main goal of ours is to be able to provide patients with a way to access important forms on the website. Would it be possible for our patients to be able to fill out forms on the website and submit them electronically to our staff?

    If there is anything else I can do to assist please don’t hesitate to let me know.


    2016-07-12 | catherine.c
    Justin quoted $500 for logo design. Emailed Kris, hasn't decided to proceed yet.

    Leave a Comment:




    Email: Welcome! Get Started On Your Design 
    Design | 2016-05-11 | Marvin A. | #51054 |

    Hi Dr. Triana,

    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 Justin this afternoon to discuss your account and review the notes you initially had.

    Please take a few minutes to fill out our design questionnaire below. This give me basic information about your practice and what you would like to have on your website..

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

    Username: kris.triana@icloud.com

    You can find the Design Questionnaire in the welcome box.

    After I receive your questionnaire, I will review it and we can schedule a phone conference to talk more about the type of design you are looking for. If you have any websites that you like, please let me know so I can further narrow down the style of design you are looking for.

    I look forward to working on this design with you. 


    Leave a Comment:




    Followup Note 
    Design | 2016-05-11 | Marvin A. | #51053 |

    Record F/Us as comments.


    2016-07-01 | catherine.c
    interviewed on 7/1.
    2016-06-29 | catherine.c
    Replied to email, set up phone interview.
    2016-06-28 | justinn
    He emailed me today - CC'd Chan and Marvin
    2016-06-27 | belinda.t
    Client is not responsive.
    2016-06-14 | catherine.c
    Resent an intro email to dr. & left voicemail.
    2016-06-01 | marvin.a
    Justin, I am unsure why the card would not be approved. I am inquiring with my company about the situation. That being said, if I cannot resolve the issue with the card today I will contact you tomorrow with a different card. Also I apologize for this taking so long. I was dealing with matters out of the office a couple weeks ago and actually just spent this past week relocating into a new home and was in and out of the office so rapidly I was unable to touch base as I normally would. I don't expect any more of this as I'm back full time. Just wanted to let you know I was not trying to make things complicated for you or your colleagues, and I sincerely appreciate you being patient with me. I will be in touch. Best, Kris Triana

    Leave a Comment:




    SEO Note 
    Design | 2016-05-11 | Marvin A. | #51052 |

    – Previous Site?
    – Current Ranking
    – URL List
    – Keyword/Location Focus


    Leave a Comment:




    Development Note 
    Design | 2016-05-11 | Marvin A. | #51051 |

    Notes for development.

    – Copy
    – Animations
    – Assets
    – Forms


    Leave a Comment:




    Design Note 
    Design | 2016-05-11 | Marvin A. | #51050 |

    Initial design notes from client:


    2016-07-06 | catherine.c
    would like to go with chicagoland design.
    2016-07-01 | catherine.c
    Kris will look up domain.
    2016-07-01 | catherine.c
    - http://www.mysummitimaging.com/ - no effects
    - very straight forward design for low income, families in need
    - 3 locations (Kris will send office hours for each location)
    - Will send copy of business card/letterhead, mentioned burgundy color
    - patient focused photos - those in need
    - featured svcs - Pediatrics (very important), Family Medicine, special doctor's rehab program called Suboxone (small now but want to promote)
    - want to highly feature they take ALL insurance, not many doctors do this.

    Leave a Comment:




    New Project Notes closed
    Task: New Project | 2016-05-11 | Justin | #51007 |

    most of their patients are medicaid , they want to reflect a site to those in need

    Has Social Set Up Only

    Kind of hard to get a hold of recently


    2016-06-14 | marvin.a
    Catherine will be taking this client. Catherine, please proceed with process.
    2016-06-06 | chandra.t
    Client paid, please proceed with process.
    2016-05-25 | danny.n
    Chan, did you get justin's recent comment? did you try running it again?
    2016-05-17 | justinn
    Justin, I apologize for not being able to handle this sooner. I was out of the office much of last week. However, I confirmed that the card number I gave was correct but learned that the card had not yet been activated. I have since activated it, thus it should now be authorized. If you could try one more time I believe it will work. Let me know if there is anything else I can do. Thank you for your patience as well. Best, Kris Triana
    2016-05-16 | justinn
    Texted client to update CC
    2016-05-12 | justinn
    Emailed client to get proper CC

    Leave a Comment:




    New Order – Gold + Social closed
    Task: Accounting | 2016-05-11 | Justin | #51006 |

    Website: $2,500 + $50/m
    Mobile: $1,000 + $29/m
    Social Set Up: $0

    Client ordered via Control Panel (See Sales Tab under Website Estimate for CC info)


    2016-06-06 | chandra.t
    Doctor updated CC via phone per Justin (Visa ending in 1152). Charged.
    2016-06-01 | justinn
    Justin, I am unsure why the card would not be approved. I am inquiring with my company about the situation. That being said, if I cannot resolve the issue with the card today I will contact you tomorrow with a different card. Also I apologize for this taking so long. I was dealing with matters out of the office a couple weeks ago and actually just spent this past week relocating into a new home and was in and out of the office so rapidly I was unable to touch base as I normally would. I don't expect any more of this as I'm back full time. Just wanted to let you know I was not trying to make things complicated for you or your colleagues, and I sincerely appreciate you being patient with me. I will be in touch. Best, Kris Triana
    2016-05-31 | justinn
    Emailed Client & LM
    2016-05-26 | justinn
    Texted client today, called client yday
    2016-05-25 | chandra.t
    Please contact regarding payment.
    2016-05-17 | chandra.t
    LV.
    2016-05-17 | chandra.t
    Justin requested to re-run card as doctor did not activate CC. Payment did not process.
    2016-05-16 | belinda.t
    Justin, I have removed client from our list until payment is received. Please notify me when payment has been processed.
    2016-05-12 | chandra.t
    CC did not process, emailed past due $1749 for 1st installment of web design.

    Leave a Comment:




    Lead Response 
    Sales | 2016-05-10 | Justin | #50907 |

    Justin,

    I actually sent the order form over yesterday evening via the fax number you provided to me. Have you not received that?

    Best,
    Kris Triana


    2016-05-11 | justinn
    LM & texted
    2016-05-11 | justinn
    opened via sidekick
    2016-05-10 | justinn
    Logged into his control panel
    2016-05-10 | justinn
    opened via sidekick

    Leave a Comment:




    Website Estimate 
    Estimates | 2016-05-04 | Justin | #50339 |

    Spoke with Kristofer – very nice – had a great conversation – most of their patients are medicaid – they want to reflect a site to those in need – told him the gold package is great for him – gave him the game plan – told him how our company works – got his honest thoughts and feedback – he said he likes us the best and everything sounds great – asked if there is anything keeping him from moving forward with us today – he said no – he likes everything – he will run it by his partners – he is a director for marketing so he does have a say but can’t make the financial decision aspect without his partners – will call me tomorrow to start

    Kristofer-Triana
    2016-05-10 | justinn
    Emailed - Called (left no message)
    2016-05-09 | justinn
    opened via sidekick
    2016-05-09 | justinn
    LM
    2016-05-09 | justinn
    opened via sidekick
    2016-05-06 | justinn
    opened via sidekick
    2016-05-04 | justinn
    opened via sidekick

    Leave a Comment:




    Initial Contact 
    Sales | 2016-05-03 | Justin | #50247 |

    LM & Emailed F/U


    2016-05-04 | justinn
    LM & Texted
    2016-05-03 | justinn
    opened via sidekick

    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: 2016-05-11
    Questionnaire: 2016-06-26
    Site Download/Site Sucker:
    Temporary Site: 2016-07-27
    Concept: 2016-08-11
    Approved: 2016-08-15
    Add to Upwork
    Add Developer to Temp Site
    Review: 2016-08-26
    Design # and Download:
    Image Optim: 2016-09-02
    Website is Ready:
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake: 2016-10-21
    Live Online: 2016-10-21
    Analytics Setup: 2016-10-24
    Analytics Report or Jetpack Setup: 2016-10-24
    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: 2016-08-11
    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
    2016-05-11

    Mobile
    Fluid Responsive
    2016-05-11

    Videos


    Marketing


    Reputation


    Facebook
    2016-05-11

    Google Plus
    2016-05-11

    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2016-05-04 | Justin | Website Estimate Ordered

    Gold Package


    Initial: 2 Payments of $1,749
    Monthly: $79/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 No Contract (Month to Month) - Guaranteed Competitive Pricing

    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:

    Kristofer-Triana

    COMMENTS:

    2016-05-10 | justinn
    Emailed - Called (left no message)
    2016-05-09 | justinn
    opened via sidekick
    2016-05-09 | justinn
    LM
    2016-05-09 | justinn
    opened via sidekick
    2016-05-06 | justinn
    opened via sidekick
    2016-05-04 | justinn
    opened via sidekick