Ruth Lynch l Comprehensive Benefit Advisors, Inc. l CP 2017

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

Reports | Client List | Lookbook | FAQ | Pricing

Alt. Contacts

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

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

Profile ID: 102154
Client
Old Client
Lead

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

DOMAIN INFO

MX WHOIS IP

LATEST NOTES

Add a Note

CATEGORY: Note Sales Marketing Accounting Design Social Complaint

Add a Task

CATEGORY: Acct. Website Sales Marketing Technical Social Blog Other

Add a Ticket

CATEGORY: Website Sales Marketing Technical Social Blog Other

Start Cancellation

Website Mobile Videos SEO PPC Blog Facebook Google Plus Twitter Reputation Logo SSL Adapt Hipaa Forms

Lead Response
Leads | 2016-07-14 | Justin | #55174 |

Justin,

Sorry, we are in a holding pattern as of now. So no for now, can you check back with me in a month? Thanks, I appreciate you keeping the conversation going.

Warm regards,

2016-10-04 | justinn
Sent final follow up
2016-09-23 | justinn
Emailed F/U
2016-09-21 | justinn
LM
2016-09-19 | justinn
line is disconnected?
2016-09-15 | justinn
LM & Emailed F/U
2016-08-19 | justinn
opened via sidekick
2016-08-17 | justinn
Wants me to contact her back in 30 days
2016-08-15 | justinn
Emailed for TM

Leave a Comment:

Lead Response
Leads | 2016-06-15 | Justin | #53250 |

Hi Justin,

We are definetly on hold until Tuesday, June 28th. Mike has 2 daughters graduating next week with out of town company and also a mini stay-cation thrown in for good measure. Please e-mail me in the morning on the 28th. Thanks!

Warm regards,

2016-07-14 | justinn
Unable to leave voicemail - Emailed F/U
2016-07-08 | justinn
opened via sidekick
2016-07-05 | justinn
opened via sidekick - emailed f/u
2016-06-29 | justinn
called - number doesnt ring
2016-06-28 | justinn
opened via sidekick
2016-06-28 | justinn
Emailed & texted

Leave a Comment:

Lead Response
Sales | 2016-05-25 | Justin | #51967 |

I’m working on getting with the decision maker. I’ve scheduled some time to review on Friday, Thanks.

2016-06-15 | justinn
Emailed F/U
2016-06-09 | justinn
Spoke with Mike - very nice - was busy - had questions for me about pricing and what everything entails - asked to see samples of our site
2016-06-06 | justinn
Spoke with Ruth very nice - wants a portal for agencies to gather reports & charts - or to be able to fill out info automatically versus printing and filling out on paper manually to bring to them - she said they are interetsed but he is not ready to pull the trigger - wants me to touch base back on Thursday - says she likes us because Ownership and HIPAA compliant
2016-06-02 | justinn
Emailed F/U
2016-05-31 | justinn
Called - mailbox is full
2016-05-27 | justinn
Texted

Leave a Comment:

Lead Response – via Text
Sales | 2016-05-19 | Justin | #51579 |

Thanks been at meetings. I will call you tomorrow. For me busy is very good!

2016-05-25 | justinn
opened via sidekick
2016-05-24 | justinn
opened via sidekick
2016-05-24 | justinn
Emailed
2016-05-20 | justinn
LM & Texted

Leave a Comment:

Lead Response
Sales | 2016-05-13 | Justin | #51132 |

Hi,

I will contact you next week. I did get a packet in the mail from a Danny N. (I had filled out your site questionnaire prior to calling.) thank you.

Warm regards,

Ruth Lynch

2016-05-19 | justinn
LM & Texted & Emailed F/U
2016-05-17 | justinn
Wants me to contact her Thursday - leaning towards working with our company - very nice
2016-05-13 | justinn
Wrong attachment once again

Leave a Comment:

Website Estimate
Estimates | 2016-05-06 | Justin | #50754 |

Spoke with Ruth – said they are a wellness company – very fast growing – lookinga t other companies for other things such as a database as well – likes what I have presented to her – went over Gold & Platinum ($7,000) – she said she will review everything and will get back to me – boss might want to call and speak with me – sent proposal
Comprehensive-Benefit-Advisors-Inc_

2016-05-13 | justinn
opened via sidekick
2016-05-12 | justinn
LM
2016-05-10 | justinn
opened via sidekick
2016-05-10 | tri.l
mailed proposal
2016-05-10 | justinn
LM & Emailed F/U
2016-05-09 | 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:
Hello Dr. Ruth Lynch, 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. Ruth Lynch, 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. Ruth Lynch, 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:// 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:
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. Ruth Lynch, 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=102154 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. Ruth Lynch, 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. Ruth Lynch, 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: .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. Ruth Lynch, 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://.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. Ruth Lynch, 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:// 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. Ruth Lynch, 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. Ruth Lynch, 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. Ruth Lynch, 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: .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. Ruth Lynch, 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://.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. Ruth Lynch, 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:// 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. Ruth Lynch, 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. Ruth Lynch, 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: ruthlavilynch@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. Ruth Lynch, 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. Ruth Lynch, 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. Ruth Lynch, 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. Ruth Lynch, 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. Ruth Lynch, 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. Ruth Lynch, 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

Mobile
Fluid Responsive

Videos

Marketing

Reputation

Facebook

Google Plus

Blog

SEO

Logo

SPK

DC

Email

HIPAA Form

SSL Security

ADApt

Others

360 Plan

Leads | 2016-07-14 | Justin | Lead Response

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

2016-10-04 | justinn
Sent final follow up

2016-09-23 | justinn
Emailed F/U

2016-09-21 | justinn
LM

2016-09-19 | justinn
line is disconnected?

2016-09-15 | justinn
LM & Emailed F/U

2016-08-19 | justinn
opened via sidekick

2016-08-17 | justinn
Wants me to contact her back in 30 days

2016-08-15 | justinn
Emailed for TM

Leads | 2016-06-15 | Justin | Lead Response

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

2016-07-14 | justinn
Unable to leave voicemail - Emailed F/U

2016-07-08 | justinn
opened via sidekick

2016-07-05 | justinn
opened via sidekick - emailed f/u

2016-06-29 | justinn
called - number doesnt ring

2016-06-28 | justinn
opened via sidekick

2016-06-28 | justinn
Emailed & texted

Estimates | 2016-05-06 | Justin | Website Estimate Sent

Gold Package

Initial: 2 Payments of $1,999
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)

Design Ownership

Regular Price: $1,499

Initial: 2 Payments of $499
Monthly:

Ownership

Own the Custom Design We Create

Exclusivity

Design Will Be Exclusive to Your Area

Client will own the design & it's content

Site Secured Licence (SSL)

Regular Price: $499

Initial: 2 Payments of $0
Monthly: $499 (ANNUALY)

Comprehensive-Benefit-Advisors-Inc_

COMMENTS:

2016-05-13 | justinn
opened via sidekick

2016-05-12 | justinn
LM

2016-05-10 | justinn
opened via sidekick

2016-05-10 | tri.l
mailed proposal

2016-05-10 | justinn
LM & Emailed F/U

2016-05-09 | justinn
opened via sidekick

Comprehensive Benefit Advisors, Inc.

Alt. Contacts

Team

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

DOMAIN INFO

LATEST NOTES

Leave a Comment:

Leave a Comment:

Leave a Comment:

Leave a Comment:

Leave a Comment:

Leave a Comment:

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

Initial: Payments of Monthly:

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: Payments of Monthly:

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Gold Package

Initial: 2 Payments of $1,999 Monthly: $79/m

Full Custom Design

Mobile Responsive

Premium SEO

On-Site Optimization

Educational Library

Appointment Alerts

Design Ownership

Initial: 2 Payments of $499 Monthly:

Ownership

Exclusivity

Site Secured Licence (SSL)

Initial: 2 Payments of $0 Monthly: $499 (ANNUALY)

COMMENTS:

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: 2 Payments of $1,999
Monthly: $79/m

Initial: 2 Payments of $499
Monthly:

Initial: 2 Payments of $0
Monthly: $499 (ANNUALY)