M Braces

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    Signing Onto New Contract 
    Sales | 2017-12-07 | Belinda | #109009 |

    Daniel has requested new structure for website according to doctors new business plan. Basically putting three businesses into one website, utilizing the design we’ve created for M Braces. The details of the plan is laid out below.

    I spoke to him this morning that we have refunded and doctor is not a client of ours anymore. We have the files for him to take but to continue, we’d have to draw up new proposals that would include reactivation and hourly costs for the changes he’s outlined. COnfirmed that we have to set realistic expectations for doctor to have consistent reactions instead of going in circles. Mentioned that Brent and I will be handling the account and Justin will no longer be involved. Daniel’s aware that Brent is the marketing manager and I am technical contact.

    Brent will need to send him a contract based on our new packages, sign on fee and hourly for changes to the theme.

    DANIEL;S EMAIL:

    ———–

    1. Business Updates: Doctors decided to made a few strategic changes in their websites with recent business updates.
    Doctors decided to use one domain which will be existing mdentalgroup.com domain to include all their businesses and services
    I have attached an image for you to understand better about the structure. Basically there will be three businesses; M Dental, M Braces, and Dental Starship M. Dental Starship M will be new business which will be launched in 2018 Mar for children’s Dentistry.
    Each business will have focus area which you can find in attached image
    This means we are not using Mymbraces.com domain anymore and we will redesign current mdentalgroup.com with design that your team created for MBraces for single homepage.
    2. Design
    Doctors would like to fully leverage what your team created to minimize any extra work and launch the site as soon as possible
    So we will use what we developed for MBraces with some tweaks to be relevant to new business structure.
    3. Home Page Structure and Contents
    I have attached an image that will give you a suggested structure for new Home Page.
    To save time, let’s use what we created for MBraces at top section which has video and location map.
    For second section, Again, let’s use what we created for MBraces. With current “Coming Soon” message, I could not check current site but we can tweak this section later
    In Services section, we can include three businesses with relevant icons. Each business intro should have “learn more” button to link each business page.
    For reviews page, let’s pick current top 3 testimonial reviews and include “learn more” button
    In Gallery Section, let’s have one for Dental Office Photo Gallery and the other for Smile Gallery.
    Last section could be Contact with location and contact information with any social media icons or links
    4. Pages that link to Home Page
    I have attached an image for this as well but think we could have these pages that will be linked to the home page. We already have most of these pages. For M Dental Page, we can leverage contents in current mdentalgroup.com and for Dental Starship M, we can create placeholder page with a note saying it will be available in 2018.
    Hope this help you to plan based on what we have.

    Please let me know if you have any questions and we can have a quick discussion.
    It would be great if we could finalize developing this site this year.


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    Replace 2nd Video closed
    Task: Website | 2017-10-03 | Belinda | #92588 |

    1. Home page in the second section that shows the logo, when you click on it, shows empty video. Please embed the vimeo video on here from ticket #92583

    Video added to Vimeo – named M-Braces-Logo video

    2. home page – second section – “watch our video” button – replace that video with the one located on vimeo named MBraces Office Video.

    3.  Delete these videos after #1 and #2 completed.

    1. /wp-content/uploads/sites/240/2017/06/M-BRACES-0420_x2641-1.mp4: 22.17 GiB
    2. /wp-content/uploads/sites/240/2017/06/M-BRACES-0420_x2641-1.mp4?rel=0: 7.76 GiB
    3. /wp-content/uploads/sites/240/2017/03/M-BRACES-Slide-Show-0115_x264.mp4: 2.98 GiB


    2017-12-04 | catherine.c
    #1 - video - https://vimeo.com/240582278
    #2 - video - https://vimeo.com/216925515/db259ee204

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    Replace Video closed
    Task: Website | 2017-10-03 | Belinda | #92583 |

    Ticket #85839 – was video moved to vimeo? Please replace the video that is on the home page with the one on vimeo.


    2017-10-30 | catherine.c
    video removed from theme images folder & media library.
    2017-10-30 | catherine.c
    homepage video linked to vimeo.
    2017-10-25 | belinda.t
    This video is still located on our server, please move to vimeo and delete from server: http://360sites.net/wp-content/uploads/sites/240/2017/06/M-BRACES-0420_x2641-1.mp4?rel=0
    2017-10-23 | catherine.c
    1. http://mymbraces.com/wp-content/uploads/sites/240/2017/06/M-BRACES-0420_x2641-1.mp4
    2. http://mymbraces.com/wp-content/uploads/sites/240/2017/06/M-BRACES-0420_x2641-1.mp4
    Please see ticket #92588
    3. http://mymbraces.com/wp-content/uploads/sites/240/2017/03/M-BRACES-Slide-Show-0115_x264.mp4
    2017-10-03 | belinda.t
    Once done, delete these videos:
    1. /wp-content/uploads/sites/240/2017/06/M-BRACES-0420_x2641-1.mp4: 22.17 GiB
    2. /wp-content/uploads/sites/240/2017/06/M-BRACES-0420_x2641-1.mp4?rel=0: 7.76 GiB
    3. /wp-content/uploads/sites/240/2017/03/M-BRACES-Slide-Show-0115_x264.mp4: 2.98 GiB


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    Site Private 
    Notes | 2017-09-26 | Belinda | #90501 |

    Daniel requested site be private due to a transition. Did this last week.

    Email follow up regarding the M Dental.


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    SEO Ranking 
    Notes | 2017-09-13 | Justin | #87279 |

    9/13/14 – 3rd Page, Last Listing — Anaheim Orthodontist


    2017-09-27 | alec.j
    SEO has been canceled on this account and #103076 since Aug 9th

    Leave a Comment:




    Video closed
    Task: Website | 2017-09-08 | Belinda | #85839 |

    Please move the video to VIMEO and embedd on the website. Inside VIMEO account there is a direct MP4 URL that you can use.


    2017-09-11 | developerbrijesh
    done please check if you have any changes then tell us

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    Going Live Items closed
    Task: Social | 2017-08-31 | charles.b | #84006 |

    1. Please add domain(s) to statuscake.com – Added
    2. Complete 301 Redirects – No redirects
    3. Check Analytics & Reporting – Analytics already set up
    4. Run theme images through ImageOptim – No images in paulkim folder


    2017-09-06 | charles.b
    site live - closing task

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    Email: Your Website is Live 
    Design | 2017-08-31 | charles.b | #84005 |

    Hello Dr. Paul & Janet Kim,

    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://mymbraces.com

    If you would like to make changes to the website in the future, you may always log in by going to the bottom of your website and clicking “Login.” We welcome any questions regarding the website editor.

    Thank you!

    Charles B.
    charles.b@optimized360.com


    2017-09-08 | belinda.t
    Followed up with Daniel: Hello Daniel, Just wanted to let you know the website went live last week. I wanted to see what we have planned for the M Dental site. Would you like to duplicate and change colors, fonts, pictures? Just need to know what items we want specifically (if any, otherwise I can make the decision).
    2017-09-01 | justinn
    Orthodontist*
    2017-09-01 | justinn
    Footer Link is not connected to correct page on our website - Home Page Title Tag should say Anaheim Orthondontist instead of Orthodontics

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    Temp site disabled Custom site now Live 
    Notes | 2017-08-31 | charles.b | #83984 |

    Not sure if I missed anything in making this site live but here is what I did:

    atomic. pagely > deleted aliases for mymbraces.com in 360temp.com

    went into 360sites.net > added aliases for mymbraces.com (included www.)

    >>>>

    Mapped domain from WP dashboard – domain now going to new site

    *** I didn’t see their email contact@mbraces.life in our godaddy account – so their email may be down?

    *** No redirects to be done as it is a 1 page layout – just a URL


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    Make Website Live closed
    Task: Website | 2017-08-30 | Belinda | #83688 |

    Client has two websites with us:

    1. janetkim.360sites.net
    2. janetkimtemp.360sites.net — currently attached to the domain.

    Need to attach #1 to the domain and then remove site #2. Please email Daniel when live.


    2017-09-06 | charles.b
    site live - closing task
    2017-08-31 | charles.b
    custom site live - emailed DANIEL
    2017-08-31 | charles.b
    custom site live - notified Danny in gchat

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    Past Due 
    Accounting | 2017-08-30 | Chandra | #83633 |

    Emailed past due $103.92 for Managed OM (campaign is paused, this is from when it was active).


    2017-10-26 | chandra.t
    Re-ran CC, payment processed.

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    Cancelled SEO closed
    Task: Website | 2017-08-09 | Justin | #81369 |

    Due to no payment of monthly


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    Contact Dr. Kim closed
    Task: Website | 2017-08-03 | Justin | #81083 |

    Danny, please get in touch with Dr. Paul Kim


    2017-08-17 | justinn
    From Belinda: Justin/Danny, Let me know if there's an update. I would like to do routine follow up with Daniel, but need to know if there's anything I need to disclose.
    2017-08-04 | danny.n
    replied to Justin's intro email to Dr. Kim and Daniel. Asked them to let me know when next week to conference a call to go over their concerns & demands.

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    Please STOP ALL Charges closed
    Task: Accounting | 2017-08-03 | Justin | #81020 |

    Account is placed on hold until further notice


    2017-08-09 | alec.j
    M Braces 10 hours - M Dentalgroup 10 hours SEO
    2017-08-09 | alec.j
    Justin, please inform Naveed to stop the SEO in this month.
    2017-08-03 | chandra.t
    All charges stopped. Paused Managed OM campaign.

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    Client Complaint 
    Complaint | 2017-08-03 | Justin | #81010 |

    Please stop everything until the account detail is clearly explained.

    I am requesting to stop the automatic payments for both accounts immediately and send me a refund check of $1500 and $3000 for M Dental website. I will discuss further opportunities after completion of the Braces website.

    Sincerely,
    Dr Kim


    2017-08-03 | justinn
    Hi, Justin Please pause all the work you are doing for the monthly fee. I have paid in full for the website so please get the website finish ASAP. I want to see a proof of the work you done for SEO not just reports that you made up. It is ridiculous that you do not have any supporting documents for the work you already got paid for. Please provide me what I want to see otherwise I have to get a consulting on what has been done from your company. Sincerely, Dr. Kim
    2017-08-03 | justinn
    Dr. Kim, Per our conversation, you had addressed to me on May 3rd via phone that the articles have not been posted as well as other concerns that you have had. I've also addressed to you that Desirae & Jan have tried contacting you, Daniel, & Dr. Janet to gather the blog topics for us to create the articles. There was a period of time in April, I believe, where you were out of the country as well -- so we could not write articles for you since we did not get topics from you. Also, if you were to stop any services, it would need to be written confirmation to stop a service -- that way everything is logged with confirmation in writing from our client. We do this for security purposes and this is our protocol. Even still, SEO & the other ongoing services (except blogs) were rendered within the monthly fee. I've already addressed the credit for the months we discussed regarding the blog services. Per your request, I've attached the PDF files of all the months in which we have started the SEO work for. Based on our emails, you had wanted to start the marketing in March and we were pushing to get the site done by then. I've provided SEO reports for March - end of July for you to view. Dr. Paul (M Dental Group) Dr. Janet (M Braces) As you can see for M Dental Group, we are maintaining your ranking for your competitive keyword "Fullerton Dentist". There has been some improvements and consistency. Regarding M Braces, your site was never within the top 10 Pages of Google (Top 100s). We have improved your competitive keyword "Anaheim Orthodontist" to reach the 4th Page of Google and this is still not the full site (Temp Site currently live). Once your actual site is live, it would optimize a lot better than it is now. As I have explained to you before, going from page 100 to page 50 can happen over night but as you get closer to the 1st Page the process starts to slow down and it is like a bottle neck. SEO has been provided within the monthly fees for the past few months. MOVING FORWARD & WHAT TO EXPECT I would HIGHLY recommend that we do not place your account on pause any further. Placing a hold on your account would stop the ongoing services. I've already credit 3 months of $500 for your next billing cycle and we will continue the ongoing services (SEO, PPC, Rep Management, Blogging) -- while the account is credited. Belinda is awaiting approval of the design for M Braces. Daniel had submitted some changes recently as well. Once we have that approval, I will be able to start working on M Dental Group (Same layout different color scheme). In regards to SEO, PPC Management, & Reputation Management, these ongoing services have been rendered. I've already addressed a solution for the blogging in which we will credit you for 3 months. PLEASE reach out to Charles with TOPICS for your blog articles to be written by our content writers. Once we have that, we can post it to your website. PLEASE CONFIRM WITH ME TO UNPAUSE YOUR ACCOUNT SO WE CAN MOVE FORWARD & CONTINUE SEO, PPC MANAGEMENT, SOCIAL MARKETING & REP. MANAGEMENT WITH CREDIT OF 3 MONTHS ($1,500 TOTAL). Thank you for your understanding.
    2017-08-03 | justinn
    Hi Justin I already requested to pause back in May over the phone with you. You failed to follow through what we discussed over the phone. There should have been no more transactions for the month of June and July. The month of March, April, May should have been credited at that time. Please fix these problems before we move on. Please send me a proof of work you did for SEO for last months. Sincerely, Dr Kim
    2017-08-03 | justinn
    Dr. Kim, I will place your account on pause for now and when your accounting starts again, I will credit you 3 months ($1,500). In regards to the $3,000, in which you are requesting for a check, our company is awaiting approval to finalize the M Braces design to start working on the M Dental Group website. I would ask that versus moving the money back and forth, we are very close to starting the M Dental project. Let's continue to move this project forward so we can complete the projects for you in a timely manner. I shall respond to your other email right now. Thank you,
    2017-08-03 | justinn
    Please stop everything until the account detail is clearly explained. I am requesting to stop the automatic payments for both accounts immediately and send me a refund check of $1500 and $3000 for M Dental website. I will discuss further opportunities after completion of the Braces website. Sincerely, Dr Kim

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    Add Video to mobile closed
    Ticket: Website | 2017-08-02 | Catherine C. | #80994 |

    4. Video on mobile site
    Doctors want to show the video we have on top section of website on the mobile site as well.


    2017-08-09 | belinda.t
    I confirmed with our developers that there is no way to automatically play a vide on a cell phone. The phone would revert to making the video full screen and block the rest of the site while video is playing. As a default, we've placed a background image where the video is placed. Let me know if you'd like a different screenshot. You can view it here: janetkim.360sites.net. Let me know if you have further changes!
    2017-08-03 | developerbrijesh
    we tried it out, but it get messed because of overlapping of the header content and promo on the video. we cannot increase the height of video.This will effect the quality like stretch the video. see screenshot and tell us do you still want this point to be done or how you want to manage this by providing some PSD or screenshot. http://prntscr.com/g3u5uo
    2017-08-03 | developerbrijesh
    we tried it out, but it get messed because of overlapping of the header content and promo on the video. we cannot increase the height of video.This will effect the quality like stretch the video. see screenshot and tell us do you still want this point to be done or how you want to manage this by providing some PSD or screenshot. http://prntscr.com/g3u5uo

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    Suggested Blog topics for Consideration 
    Notes | 2017-08-01 | charles.b | #80898 |

    01.) Early Orthodontic Treatment
    02.) Importance of Retention
    03.) How to Care for your Retainer
    04.) Benefits of orthodontic treatment
    05.) When is the Best Time to Consult an Orthodontist?
    06.) Clear Braces
    07.) National Orthodontic Health Month
    08.) Invisalign
    09.) Emergency Orthodontics
    10.) National Dental Health Month
    11.) Adult Orthodontics
    12.) Types of Appliances


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    F/U for Blog Topics 
    Notes | 2017-08-01 | charles.b | #80831 |

    Spoke with Janet, she would like me to provide a list of blog topics concerning orthodontics – even mentioned about scheduling blogs during certain times of the year to be most effective… Proceeding with providing a list of 12 topics for her to choose from. She also would like an update concerning the payment issue her husband discussed with Justin, which I will include in the email concerning their blog topics.


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    “Final Tickets” closed
    Ticket: Website | 2017-07-27 | Belinda | #80561 |

    1. MAP
    Can we place Mbraces logo on the map image instead of Mbraces with green text? And when we click “learn more” button on the promotion box in top section, please switch the old map to new one in the promotion page.

    2. SERVICE section
    I think it would be great if we can add “learn more” button and link it to SERVICE page where we can access through the menu on top right.

    3. SMILE GALLERY
    I think “learn more” button is linked to incorrect page instead of /smile-gallery page we created.

    4. Video on mobile site
    Doctors want to show the video we have on top section of website on the mobile site as well.


    2017-08-02 | catherine.c
    closing ticket. Creating separate ticket for brijesh - #4.
    2017-08-02 | developershafiq
    New map added on promotion page. Need full access of wordpress files to show video on mobile.
    2017-08-01 | catherine.c
    1. Map on this page : http://janetkim.360sites.net/promotion/
    Should have the same map as one on homepage
    4. Add Video on mobile

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    Please Waived 2 Months closed
    Task: Accounting | 2017-07-26 | Justin | #80380 |

    Refer to Email Sent


    2017-07-26 | chandra.t
    Waived 2 months. recurring resumes 10/26/17 $499 for 360plan.

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    disable sound closed
    Task: Website | 2017-07-25 | Catherine C. | #80344 |

    2. home page > video in hero > turn off sound for the video on top section


    2017-07-27 | catherine.c
    sound off.
    2017-07-25 | catherine.c
    sound was not turned off from previous ticket. please fix.

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    Home Page Link to Smile Gallery closed
    Ticket: Website | 2017-07-18 | Belinda | #79767 |

    1. home page > smile gallery button > can you link “view more” button to the new smile gallery page
    2. home page > video in hero > turn off sound for the video on top section


    2017-07-24 | catherine.c
    Ticket has been completed. Closing ticket.

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    Promotion Button closed
    Ticket: Website | 2017-06-26 | Belinda | #78380 |

    1. Home Page, Slider; “Learn More” — link it to this page: http://janetkim.360sites.net/promotion/

    (promotion WITHOUT the ‘s’)


    2017-06-27 | catherine.c
    Ticket has been completed. Closing ticket.
    2017-06-27 | developerbrijesh
    we have done this. Please check

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    Account Update 
    Design | 2017-06-21 | Belinda | #78045 |

    Spoke to Daniel today, has a few changes listed below. Hoping to get them done by tomorrow and show doctors to go live soon.

    Still waiting for before/after photos to link to the home page. Daniel is aware.


    2017-07-10 | alec.j
    Belinda, have we followed up with them? Does Jessica handle both accounts?

    Leave a Comment:




    Revisions Today closed
    Task: Website | 2017-06-21 | Belinda | #78042 |

    1. Home > Welcome > duplicate the meet doctors button and label “Watch Our Video” — open up the pop up with the office video similar to the section to the right.

    2. Testimonials page: embedd all videos above the text testimonials: https://www.youtube.com/playlist?list=PLyWFWGuvW1tHZ3zCaALpZliZQWTvemzoq

    3. Home > Testimonials > first one should link to an actual testimonial found on here: https://www.youtube.com/playlist?list=PLyWFWGuvW1tHZ3zCaALpZliZQWTvemzoq


    2017-06-27 | developerbrijesh
    Please check video is now working
    2017-06-26 | belinda.t
    Reopening ticket: #1 -- video button is not opening up the video
    2017-06-23 | developerbrijesh
    done please check
    2017-06-22 | catherine.c
    #1 - Watch Our Video button should line up below Meet Doctors button.
    2017-06-22 | belinda.t
    #1 - button is not lining up with the other one
    2017-06-22 | developerbrijesh
    all points completed please check if you have any changes then tell us.
    2017-06-21 | belinda.t
    please make all videos that open up in lightbox, be full screen.

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    Full Video closed
    Task: Website | 2017-06-20 | Belinda | #77945 |

    On home page, second section.. there is a picture of logo and street behind it. When clicked on that image, it opens up a video. Pleaes replace that video with the one found in dropbox > archive1 > M BRACES 0420.mp4


    2017-06-21 | developerbrijesh
    video is replaced. Please check

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    Video closed
    Task: Website | 2017-06-13 | Belinda | #77525 |

    Please download the video found in Dropbox > archive(1) > M BRACES Slide Show 0115.mp4

    And replace the current one on the home page.


    2017-06-15 | developerbrijesh
    sorry for the repetition
    2017-06-15 | developerbrijesh
    the video is showing but it takes time.It starts a bit late see screen shot
    http://prntscr.com/fk2x3v
    2017-06-15 | developerbrijesh
    the video is showing but it takes time.It starts a bit late see screen shot
    http://prntscr.com/fk2x3v
    2017-06-15 | developerbrijesh
    the video is showing but it takes time.It starts a bit late see screen shot
    http://prntscr.com/fk2x3v
    2017-06-14 | catherine.c
    video is not displaying. It shows black.
    2017-06-14 | developerbrijesh
    done please check

    Leave a Comment:




    Linking Home Page and Promos closed
    Ticket: Website | 2017-06-09 | Belinda | #77325 |

    1. home page, under “$99” add ‘learn more’ button and link it to http://janetkim.360sites.net/promotionS — similar to attached.

    2. home page; video section; add three videos from this playlist: https://www.youtube.com/watch?v=_dX5fHVqt4w&list=PLyWFWGuvW1tHZ3zCaALpZliZQWTvemzoq&index=3 (keep the initial photo that is on the website).

    3. home page; video section; add a “view more” button that leads to a video page that has all of the videos listed in the youtube playlist above. Button sample attached.

    4. home page; smile gallery; unlink the “view more”


    2017-06-12 | catherine.c
    Ticket has been completed. Closing ticket.

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    Follow Up 
    Notes | 2017-06-07 | Belinda | #77114 |

    ASked for videos again. Daniel mentioned he uploaded to Dropbox but it’s not there. Requested again and asked if he placed on Youtube instead.


    2017-06-09 | belinda.t
    Had scheduled call today, called daniel LM. Will try again later today.

    Leave a Comment:




    Page Template closed
    Ticket: Website | 2017-05-26 | Belinda | #76421 |

    MAKE CHANGES ON http://janetkim.360sites.net

    1. Please create a page template named “promotion” and code like attached.

    – There will be a video background (please use the one found on home page right now: http://janetkim.360sites.net)
    – Use same promotion and map box found on home page
    – include the menu button and header just like the home page
    – create form in jotform

    2. Home page update: remove the button “view our latest promotions”

    3. Home page update: move the promo box and map to the bottom left of the top section.


    2017-06-02 | belinda.t
    Ticket has been completed. Closing ticket.
    2017-06-02 | developerbrijesh
    we have add have add hamburger menu but we have not found this issue "the black overlay is not lined up with the top of the page. there is also a white bar at the top? image should be against top of browser. " see below screenshot
    http://prntscr.com/ff1u9d
    if you have any issue then share screenshot
    2017-06-01 | belinda.t
    #1 - the black overlay is not lined up with the top of the page. there is also a white bar at the top? image should be against top of browser.

    #1 - need the hamburger menu just like home page.
    2017-06-01 | developerbrijesh
    done please check
    2017-05-31 | developerbrijesh
    still working
    2017-05-30 | belinda.t
    #1: I've attached the following page to the promotion template. Looks like template is not completed: http://janetkim.360sites.net/promotion/

    #3: please reduce the whole promo + map by 25%
    2017-05-30 | developerbrijesh
    #3 done please check
    2017-05-29 | developerbrijesh
    For #1 we have created page template but surge theme does not support this, there is no option to set page template for page see blow screen shot
    http://prntscr.com/fdct0k
    so please suggest
    #2 done
    #3 pending

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    Website Update/changes closed
    Task: Website | 2017-05-18 | Belinda | #75945 |

    1. Send one page intro sample: video BG with promo, text, form and map box
    2. Send example of a light box popup
    3. Send example of a website that has landing page for patients but doctors can also view other pages (allen pang has the example)

    Once Daniel approves, then we will move forward into applying funcitonality and will take 4-5 days to complete.

    Daniel agrees that we can launch when site is not 100% complete and he will speak with doctors regarding this.


    2017-05-26 | belinda.t
    Doctor decided to go with landing page. Quoted completion mid-next week but will update Daniel on status because involves coding. See ticket above.
    2017-05-23 | belinda.t
    Followed up regarding feedback and/or decision. Emailed.
    2017-05-19 | belinda.t
    Sent daniel examples.

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    Account Update 
    Notes | 2017-05-11 | Belinda | #75500 |

    – Called Daniel, LM.
    – Called Dr. Janet, spoke to her and told her would like to get things situated. She referred me to Dr. Paul.

    – LM on Dr Paul’s cell and spoke with receptionist and left a message regarding his concerns.


    2017-05-31 | belinda.t
    Notified Daniel of the promo landing page; still being worked on. LM and emailed him.
    2017-05-18 | belinda.t
    Spoke to Daniel today. The changes we have left for website are very minimal (see above note). He understands that Dr. Kim(s) are very passionate but can be difficult to work with. He will try to be the best liasion to "soften the blow" when there are items that will not be perfect in doctor's eyes. Explained we are all on the same page and want to get things done but have a difficult time understanding each other. Daniel agrees and would like for me (Belinda) and him to be the communicators as doctors don't understand. Everything is in good standing at this point.
    2017-05-15 | belinda.t
    Emailed Dr. Paul Kim. Will give a call later in the day.
    2017-05-11 | belinda.t
    Emailed: Hello Dr. Kim, I just reached out to Daniel, Dr. Janet and your receptionist regarding the recent concerns you had with the website. I wanted to touch base via email to set up a call on your convenience. Let me know when is the best time to contact you or the person in charge of making decisions for the website. Thank you.

    Leave a Comment:




    Email Complaint from Dr. Paul Kim 
    Complaint | 2017-05-10 | jessica.c | #75436 |

    Hi Justin
    I talked to Jessica today and both Daniel and I felt that we had a very hard time communicating with Jessica.
    I had to repeat myself 7 times in order to make her understand what I want.
    What is her position? Is there anyone else in your company who can do a better communication with clients?
    You also mentioned to us that your company would design the website to the full satisfaction of the client and your team are willing to present multiple design drafts as needed to meet our satisfaction.
    However, when Daniel talked to Jessica, she mentioned that there will be only one chance to choose the footage and paste it on the website. Does Jessica understand the philosophy of your company or did you tell us something that your designer would not normally do?
    Lets make sure your designer understand the scope of the work.

    Sincerely,
    Dr. Paul


    Leave a Comment:




    Hero Video closed
    Task: Website | 2017-05-10 | jessica.c | #75414 |

    Replace the hero image with a video: https://youtu.be/DT70KBmp88g

    Video can be downloaded here as well: https://www.dropbox.com/sh/s3ikxkputxxvynd/AABHaOARZQoKI4UOgPYtU7qFa?dl=0


    2017-05-11 | jessica.c
    Remove the twinkle in this area.
    2017-05-10 | jessica.c
    https://vimeo.com/216925515/db259ee204
    2017-05-10 | developerhaseeb
    this dropbox video is of 385MB .. it will slow down your website alot.. it should be only 10 15 MB max... and i need it in .mp4 and .Webm format. Thanks

    Leave a Comment:




    http://mymbraces.com/ closed
    Task: Sales | 2017-05-10 | jessica.c | #75383 |

    Spoke with Daniel, he was under the impression that http://mymbraces.com/ will be converted into a marketing landing page once the MBraces is live. I explained to him that it is a temporary site that we provided because the doctors wished to have a site up as soon as possible. Furthermore, they do not have a custom landing page design available in his package. Please follow-up.


    Leave a Comment:




    Dropbox 
    Notes | 2017-05-10 | jessica.c | #75376 |

    https://www.dropbox.com/home/Websites/mbraces.com
    https://www.dropbox.com/home/Websites/mymbraces.com


    2017-05-10 | belinda.t
    Client Photo Dropbox: https://www.dropbox.com/sh/319dz738g5q37qo/AABQap2xJLRddlmzYgye2nAka?dl=0
    2017-05-10 | belinda.t
    Client Video Dropbox: https://www.dropbox.com/sh/s3ikxkputxxvynd/AABHaOARZQoKI4UOgPYtU7qFa?dl=0

    Leave a Comment:




    Designer Change #2 
    Notes | 2017-05-09 | Belinda | #75281 |

    Clients did not want to work with Jan due to previous “incorrect work.” Asked Justin to verify what was the reason.

    Jessica is now taking over and has reached out to Daniel (and both doctors) and mentioned everyone has to grant the okay to move forward in any steps. The plan is to have clients select photos for the design. We will not be adjusting layout as they were already approved.


    Leave a Comment:




    Notes for next designer 
    Notes | 2017-05-03 | Desirae.G | #75005 |

    Drs. Paul & Janet Kim are both very nice. They know exactly what they want but sometimes may have a hard time communicating exactly what it is that they want. Also, they are very fixated on https://sassiholford.com/. Here are some notes from my conversations with them:

    -Focus on fixing the design for M BRACES FIRST since it is already developed (discuss with Belinda beforehand).

    -M BRACES is for Dr. Janet

    -M DENTAL is for Dr. Paul

    -Design for M DENTAL will be a DUPLICATE DESIGN of M BRACES.

    -In the beginning, they were very responsive. However, recently we had not heard from them for a few weeks. Continually follow-up if they do not respond and NOTE EVERYTHING IN CP.

    -Sidekick all emails to them from here on out and note in CP if they opened it.

    -Their best availability is Wednesday.

    -Be very confident when talking to them and if you notice something that will not work or look good with the design, tell them. And be 100% confident in your advice/suggestions. Again, they know what they want but YOU are the expert.

    -I already advised them that their website will not look/feel exactly the same as https://sassiholford.com/, simply because that is a WEDDING website. They will push for this. However, I pointed out to them 2 main differences that we could change to get it closer to looking the same…

    1. COLORS (easy change to all white)
    2. PHOTOS (clarify with them if they want LITERALLY photos of brides smiling; if not, we will do our best to find other elegant images but still won’t be the same.)

    -Videos: they are also fixated on having video footage for the hero section on the homepage. Please refer to Justin’s email regarding this. They will be choosing the video.

    -STAY ORGANIZED. Drs. tended to get very side-tracked based on the conversations/emails I’ve had with them. Organization is key when speaking with them. Make sure they listen to you and reassure them that your method will get them the website they want in a timely manner.


    2017-05-05 | jan.s
    Spoke with Belinda for suggested follow up. Followed up via email to provide links for suggested photography, currently waiting for a response.
    2017-05-05 | jan.s
    Dr. Paul followed up via email and wants Daniel involved in the entire process. Dr. Paul already wants another designer due to the assumption that I am not willing to work with Daniel even though I merely suggested to speak to the doctors directly.
    2017-05-05 | jan.s
    Followed up via email on 05/04 address everything, lay out a plan, and schedule a call to further go into details, currently waiting for a response.

    Leave a Comment:




    Phone Call 
    Notes | 2017-05-03 | Desirae.G | #75000 |

    with Dr. Paul:

    Called Dr. Paul to discuss the design for M Dental. I told him that to my understanding, the design for M Dental was supposed to be a duplicate of the design for M Braces (with moderations). He agreed. Then he began to discuss how both Drs. do not like the design for M Braces because it doesn’t look like the wedding website https://sassiholford.com/. I told him that Dr. Janet approved of the design and seemed to love it. He said no, it’s not what they want.

    I began to explain the differences of the wedding website and the design we gave them.

    1. COLORS – The wedding website is predominantly white, but Dr. Janet had specifically requested colors that were added to the design.

    2. PHOTOGRAPHY – Wedding photos and dental photos are very different. I explained that the photos used on the design for M Braces have more color and the subjects are different compared to the photos used on the wedding website.

    While these are things we can definitely change, it will still not give the same “feel” and “look” as the wedding website. I told him that the layout is very much similar, but overall it won’t be exactly the same.

    We also discussed the video/footage that they wanted on their website. I sent both Drs. a list of 10 videos (Shutterstock) that I feel matched their description. They did not like any of them. I clarified many times that we can add video footage in at a later time and use an image as a placeholder in the meantime. They never said if they wanted footage of brides, just beautiful women smiling.

    Dr. Paul requested to work with another designer. I told him I respected his decision and I would discuss with Justin and my supervisor. I also told him that when it comes to designing your website to match exactly the same as the wedding website, it will not look exactly the same because https://sassiholford.com/ is a WEDDING website and their website is for DENTAL; any designer would tell him the same thing.

    *We did not discuss the design for M Dental because it will be a duplicate of M Braces and they do not like the design for M Braces anyways.


    2017-05-03 | desirae.g
    Previous design drafts:

    https://360controlpanel.com/wp-content/uploads/2017/02/mbraces.jpg https://360controlpanel.com/wp-content/uploads/2017/02/mBraces-2.jpg https://360controlpanel.com/wp-content/uploads/2017/02/mBraces-3.jpg

    Leave a Comment:




    Sidekick Email 
    Notes | 2017-04-28 | Desirae.G | #74618 |

    It appears the Drs. have opened my email regarding both websites. Have not heard back from them but will call.


    Leave a Comment:




    Follow Up 
    Notes | 2017-03-29 | Desirae.G | #72506 |

    Emailed Dr. Janet to follow up w/ logo designs and going live with website.


    2017-05-03 | alec.j
    Desirae, please f/u and log that
    2017-04-21 | desirae.g
    Called Dr. Janet and LM. Have not received a response from them in weeks.
    2017-04-18 | desirae.g
    Sidekick confirms they have opened email.
    2017-04-13 | desirae.g
    Emailed both Drs. & Daniel:
    "Hi Dr. Paul and Dr. Janet,

    I have not heard back from you since Daniel had told me you were both out of the country. I would like to move forward with both projects and was wondering if we could schedule a call next week to discuss the next steps. I'm very excited for your patients to utilize both of the new websites and would like to get those up and running as soon as possible!

    Please let me know the best available time to schedule a call next week"
    2017-04-05 | desirae.g
    Update - Emailed Dr. Janet, Dr. Paul & Daniel to follow up since they were out of the country.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-03-24 | Desirae.G | #72186 |

    Hello Dr. Janet,

    Happy Friday! Based off of your notes, I have created a variety of different logo designs below. To my understanding, you wanted something more “elegant” and to play around with the “M” shape that is currently in your logo. We can always change the colors at a later time as well.

    Please let me know your feedback and which design is your favorite!

    Thank you.


    Leave a Comment:




    Video closed
    Task: Website | 2017-03-21 | Desirae.G | #71945 |

    HOMEPAGE; VIDEO
    -please add “slant” back to the video section (see below)
    -add the slanted jpg here: http://janetkim.360sites.net/wp-content/uploads/sites/240/2017/01/video-mbraces.png
    -have the video open in a lightbox


    2017-03-30 | developerbrijesh
    Done please check if you have any changes then tell us.
    2017-03-29 | rod.l
    Brijesh, if you need to do a section for this, it is okay to use a page template for this. Please at the root create a directory called page-templates and in it, create the file you need.
    2017-03-29 | desirae.g
    Rod, can you please advise Brijesh on this?
    2017-03-29 | developerbrijesh
    when we use html in divi and update the page then divi remove bootstrap model class so it is not possible using html in divi so please confirm can be use hard code in php file.
    2017-03-28 | catherine.c
    Do HTML inside Divi. You can use the modal.
    2017-03-28 | catherine.c
    Please use HTML to create video pop up window.
    2017-03-24 | desirae.g
    Please proceed and ask Rod if you have any questions.
    2017-03-24 | developerbrijesh
    This is the Bootstrap model popup but all the images are managed using Divi builder so we need to add all the images in PHP file as hard coded.
    2017-03-23 | catherine.c
    Please use this help link. You should be able to code in lightbox on homepage.
    http://getbootstrap.com/javascript/#modals
    2017-03-23 | developerbrijesh
    we have add slant but currently images is mange by divi buider and its not provide any option to option video light box

    Leave a Comment:




    Mobile Sizing closed
    Task: Website | 2017-03-20 | Desirae.G | #71838 |

    I mentioned this TWICE in previous tickets. Please DECREASE the size of the white box that says “Start Braces” for mobile only (see screenshot below).


    2017-03-24 | desirae.g
    Discussing with Belinda. Closing this task.
    2017-03-23 | catherine.c
    please send Brijesh screenshots.
    2017-03-22 | developerbrijesh
    Please share the screenshot i am not find any screenshot.

    Leave a Comment:




    Fixes closed
    Task: Website | 2017-03-15 | Desirae.G | #71559 |

    HOMEPAGE; HERO IMAGE
    -I added a bottom border but only wanted that for the inner pages…can you remove the bottom border for the homepage only? So all inner pages should have bottom border EXCEPT the homepage
    -Can you zoom out on the hero image?


    2017-03-16 | desirae.g
    it seems like the developers may have fixed this already...closing.
    2017-03-16 | rod.l
    Can you show me this when you have time?

    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2017-03-15 | Desirae.G | #71526 |

    Hello Dr. Janet,

    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://janetkim.360sites.net

    Also, there are a few things that we are still working on fixing which will be discussed in our phone call today.

    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!

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    Mobile closed
    Task: Website | 2017-03-15 | Desirae.G | #71525 |

    HEADERBAR
    -logo should be aligned with hamburger menu
    -phone # and address should be centered

    HOMEPAGE; HERO
    -decrease size of white “start braces” box

    HOMEPAGE; 2ND SECTION VIDEO
    -make this into a regular video without the slanted shape
    (link to video here: https://youtu.be/DT70KBmp88g)


    2017-03-21 | developerbrijesh
    done please check
    2017-03-20 | desirae.g
    Please add spacing/padding to the RIGHT of the phone # so it does not touch the menu box
    2017-03-20 | developerbrijesh
    all points completed please check if you have any changes then tell us.
    2017-03-17 | desirae.g
    address: remove the " | " but for mobile only

    "Start Braces" white box: decrease size


    2017-03-17 | developerbrijesh
    #1 #2 completed please check and #3 remaining

    Leave a Comment:




    Videos 
    Notes | 2017-03-14 | Desirae.G | #71419 |

    Requested list of videos for 3D4Medical


    Leave a Comment:




    Youtube 
    Notes | 2017-03-10 | Desirae.G | #71203 |

    https://www.youtube.com/channel/UCcG_WEGRUThLsktscHlUJkg


    Leave a Comment:




    Please Provide Final Logo closed
    Task: Social | 2017-03-09 | Jan S. | #71167 |

    Please provide a copy of the final logo so that I can continue with the social media artwork.


    2017-03-10 | jan.s
    Informed by Desirae that their final logo is still being work on, closing task.

    Leave a Comment:




    Dropbox Links 
    Notes | 2017-03-09 | Desirae.G | #71148 |

    to photos:
    https://www.dropbox.com/sh/319dz738g5q37qo/AABQap2xJLRddlmzYgye2nAka?dl=0


    Leave a Comment:




    Please Contact Dr. Janet closed
    Task: Social | 2017-03-09 | Justin | #71086 |

    She wants you to talk to her about the status for the social marketing articles and etc.. please call


    2017-03-10 | jan.s
    I called and spoke with M Braces, posted two on-demand posts to social media per request, closing task.

    Leave a Comment:




    Logo Design closed
    Task: New Project | 2017-03-06 | Desirae.G | #70902 |

    -current logo is not sophisticated enough
    -wants colors to match design (white, gray, taupe, brown, black)
    -maybe manipulate the “M” shape that is already there on current logo
    -open to different variations


    2017-03-16 | developersachit
    I have submitted the designs
    2017-03-15 | desirae.g
    Sachit, update for this logo design?
    2017-03-14 | alec.j
    Hi Sachit, please expedite.
    2017-03-09 | developersachit
    Hi Alec, I will submit it tomorrow.
    2017-03-09 | alec.j
    Sachit, please update the status.

    Leave a Comment:




    PSD to WP (Surge FW): Janet Kim closed
    Task: Development | 2017-03-06 | Desirae.G | #70862 |

    *Use whatever framework is there
    *Fluid responsive!
    *PLEASE LINK ALL BUTTONS AND FEAT. SERVICES ACCORDINGLY!

    Header font color (especially for Services page) – please match to the color of the design (NOT BLUE)

    A-tags font color – please match to the color of the design (NOT BLUE)

    Menu hover – your choice but make sure it’s ELEGANT

    Menu active – your choice but make sure it’s ELEGANT

    Menu – wants hamburger menu on ALL pages (reference https://sassiholford.com/)

    Social media icons hover – your choice but make sure it’s ELEGANT

    Buttons hover – your choice but make sure it’s ELEGANT

    Promotions & Appointments buttons – FIXED ON ALL PAGES

    Hero image – add “Teeth Sparkle Effect” on the woman’s teeth https://codepen.io/chipChocolate/pen/JooyGr

    “welcome” section – system output

    Testimonials – have videos play in lightbox (will be adding videos after development)

    Services – link BOTH the title and icon

    Inner pages – no hero image

    ALL IMAGES – the ones with watermarks have been added to their Dropbox folder; use this instead


    2017-03-14 | desirae.g
    Thank you. Emailing a list of fixes.
    2017-03-14 | developerbrijesh
    Site is uploaded on Server please check
    2017-03-10 | belinda.t
    FTP and activated themes have been updated. Please upload what you have to the current folder.
    2017-03-10 | belinda.t
    please upload what theme you have to the available folder.
    2017-03-10 | developerbrijesh
    we have complete this project on local server but we have access on ftp rough theme not surge theme so please provide access surge theme see blow scree shot
    http://prntscr.com/ei96gd
    2017-03-08 | desirae.g
    Brijesh, it is under "FINAL-PSD" folder. Please update the status.
    2017-03-07 | developerbrijesh
    we are not find the psd for this project in droupbox Please check. mymbraces.com

    Leave a Comment:




    FTP 
    Notes | 2017-03-03 | Desirae.G | #70786 |

    Applied Rogue since this client’s site was on 360temp. It is now also in 360sites, and I submitted a request for FTP. Waiting on credentials. Will remove from 360temp once website is live.


    Leave a Comment:




    Design Drafts Feedback 
    Design | 2017-03-02 | Desirae.G | #70685 |

    -likes the design with more green
    -increase size of logo
    -promotions box; wants font to stand out more (bolder, different color)
    -map; move locator closer to the corner intersection of Brookhurst and W La Palma, include the 91 and 5 freeway signs
    -wants hamburger menu on ALL pages


    Leave a Comment:




    Client Approved! 
    Notes | 2017-03-02 | Desirae.G | #70674 |

    via phone, waiting on email response


    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-03-02 | Desirae.G | #70637 |

    Hello Dr. Janet and Paul Kim,

    Based off of your recent feedback and notes, I have updated the design drafts below. I have included 2 versions to show one with subtle additions of green colors and another to show with more green. Please note the other changes below:

    -changed the text in the first section for Promotions
    -added a simple map in the first section
    -added an “Appointments” button on the right side
    -changed the word “Reviews” to “Testimonials” in the second section
    -changed the word “Treatments” to “Services” in the third section
    -added a section for “Ortho Grads” in the Smile Gallery section
    -added a “Reviews” section below the Smile Gallery

    Please let me know your feedback and the best time to schedule a phone call so we can discuss:
    https://calendly.com/optimized360/calls/

    Looking forward to the next step!
    Thank you.


    Leave a Comment:




    Internal Edit closed
    Task: Website | 2017-03-02 | Chandra | #70615 |

    Please updated link in the footer “Read More Reviews” to link to the Testimonials page.


    2017-03-02 | sanjay.d
    Ticket has been completed. Closing ticket.
    2017-03-02 | sanjay.d
    Read more reviews link updated.

    Leave a Comment:




    Client Budget for Adwords closed
    Task: Sales | 2017-03-01 | Justin | #70583 |

    Chandra, please set up the campaign for this client.
    They would like an AdWords budget of $800/m

    Orthodontic Practice in Anaheim — please send me the details so I can send to client


    2017-03-02 | chandra.t
    Campaign activated, sent invitation to view to hjkimdds@gmail.com.
    2017-03-01 | justinn
    This is for Adwords Management - need to send client credentials after to access their campaign

    Leave a Comment:




    Phone Call 
    Notes | 2017-02-27 | Desirae.G | #70363 |

    Scheduled a call with Daniel, Dr. Janet and Dr. Paul for Wednesday @ 3:30pm


    Leave a Comment:




    Tempsite is Live 
    Notes | 2017-02-27 | Desirae.G | #70344 |

    mymbraces.com


    Leave a Comment:




    Web Edits 
    Notes | 2017-02-24 | jessica.c | #70249 |

    Dr. Kim called to edit her temp site.
    -Added map to homepage and adjusted map on contact page.
    -Removed second form on contact page.
    -Adjust ft. services, first promotions and second promotions, etc.
    -Added office images.
    -Adjusted testimonials.

    And applied domain to website. Dr. Kim was ready to go live with temp site.


    2017-02-27 | desirae.g
    Her tempsite is on http://janetkim.360temp.com/, not 360sites. I will fix immediately.

    Leave a Comment:




    Tempsite 
    Notes | 2017-02-24 | Desirae.G | #70222 |

    Emailed http://janetkim.360temp.com/ to Drs. and asked if they would like to apply their domain to tempsite to start marketing


    Leave a Comment:




    MBraces Logo Notes 
    Design | 2017-02-22 | Desirae.G | #70060 |

    -couldn’t explain why, but she does not really like her current logo
    -current logo is not sophisticated enough
    -wants colors to match design (white, gray, taupe, brown, black)
    -maybe manipulate the shape that is already there
    -open to different variations


    Leave a Comment:




    Design Drafts Feedback 
    Design | 2017-02-22 | Desirae.G | #70059 |

    -likes “MBraces-3” the best
    -add more brown colors
    -add address to header
    -hero image text box; add text for promotions/specials and a button to Promotions page

    *APPLY ALEXA THEME TO TEMPSITE


    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-02-22 | Desirae.G | #70002 |

    Hi Dr. Janet, Dr. Paul, and Daniel,

    Based off of your recent feedback, I have updated the design drafts for MBraces below. I have included 2 versions to show different images for the first section. Keep in mind that any image or text changes can be done in the development phase of this process. Right now we want to focus on the colors and layout of the design.

    Looking forward to your feedback in our scheduled phone call today at 1pm PST.
    Thank you!


    Leave a Comment:




    Apply Rogue closed
    Task: Other | 2017-02-17 | Desirae.G | #69720 |

    Please apply Rogue to this site and change the blue accent color to green.


    2017-02-20 | rod.l
    When you have time let me know so I can show you how to do this.

    Leave a Comment:




    New Domain 
    Notes | 2017-02-16 | Desirae.G | #69621 |

    registered mymbraces.com


    Leave a Comment:




    Design Drafts Feedback 
    Design | 2017-02-15 | Desirae.G | #69551 |

    http://www.mbraces.life/
    http://www.mdentalgroup.com/

    Drs. want the design for both websites to be similar in layout & colors but different feel.

    MBRACES
    -likes the overall layout
    -main focus will be for orthodontics
    -more feminine, elegant
    -images of beautiful teens and young adults
    -change “smile” to “braces”
    -wants more sepia/brownish tones
    -feeling is a little too “cold”
    -doesn’t want to utilize green color at all, except for logo
    -greys, maybe taupe?
    -elegant colors like https://sassiholford.com/
    -change hero image to a more “sexy” woman/teen

    MDENTAL
    -similar layout to MBraces
    -main focus will be general, implant, cosmetic, orthodontics
    -4 doctors, 3 hygienists
    -more of a high-tech, modern, sharp, cutting-edge feel
    -silver
    -keep colors
    -images should cater to more of a general audience


    Leave a Comment:




    Regarding Marketing closed
    Task: Other | 2017-02-15 | Desirae.G | #69549 |

    Drs. Paul & Janet Kim would like to be contacted with further details regarding marketing and domains. Please also confirm that they want to proceed with designing the other website too http://www.mdentalgroup.com/ so we can add it to their account.

    They also mentioned having 2 separate landing pages for both websites.


    2017-02-16 | justinn
    Spoke with Dr. Kim - explained to her what a landing page was - she seemed to be using the word incorrectly to explain what she wanted to do - she DOES NOT want an intro page like childrenhappyteeth.com - she said she sent over some materials she wants for the landing page that will be utilized for the Adwords Campaign - she wants to have the same design for mdentalgroup.com (Second Project - General Dentistry) but different color scheme and pictures - she also wants to start all the marketing ASAP - discussed to her that we will not be able to route the landing page if she does not want to use the existing site so we will utilize a template design within the gallery instead - she agreed - will talk to her husband to start the 2nd project soon

    Leave a Comment:




    Update 
    Notes | 2017-02-14 | Desirae.G | #69459 |

    Spoke briefly with Daniel and the Drs. decided they want to also redesign the website for MDental at the same time. He will be speaking with Justin today regarding the price. They want both websites to be similar in design but not exactly the same. Will discuss further details with Dr. Janet tomorrow during our scheduled phone call.


    Leave a Comment:




    Phone Call 
    Notes | 2017-02-14 | Desirae.G | #69411 |

    Daniel has scheduled a call for today @ 3pm and Wednesday @ 4pm


    Leave a Comment:




    Follow Up 
    Notes | 2017-02-13 | Desirae.G | #69336 |

    Called Dr. Janet’s # and was not able to leave vm. Called Daniel and left vm. Also sent a follow-up email to all.


    2017-02-13 | desirae.g
    FYI Justin

    *Correction: was not able to leave vm for Daniel either.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-02-09 | Desirae.G | #69169 |

    Hello Dr. Janet,

    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. Keep in mind that this is merely an image of what the homepage will look like. All of the other pages will have the same style. 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.

    Also, I know you had mentioned you might want to add a slow-motion video on the top portion of the website so I added a photo as a placeholder for now until we decide on the video.

    Please click the link below to schedule a phone call so we can discuss the design: https://calendly.com/optimized360/calls/

    Looking forward to your feedback!
    Thank you.


    Leave a Comment:




    New Design closed
    Task: New Project | 2017-02-02 | Desirae.G | #68635 |

    Current website: mbraces.life
    -“not functional”
    -too template/boring but likes the simplicity of the layout
    -thinks the green color is too “elementary”
    -doesn’t like font
    -doesn’t like images

    EXAMPLES:
    http://soirvine.com/ (LIKES: modern feel, live chat feature, images as bg, functionality)
    https://sassiholford.com/ (LIKES: elegant feel, monochromatic colors, full-width/sectional layout, hamburger menu)
    https://www.conversionwhale.com/ (LIKES: nothing; DISLIKES; the design)

    LAYOUT
    -full width
    -sectional
    -clean
    -organized

    FEEL
    -modern
    -friendly
    -inviting
    -elegant touch

    COLORS
    -wants green accent but not the same green as current website (maybe change the shade/hue of current green color)
    -light bg dark text

    IMAGES
    -families
    -orthodontics

    CONTENT
    -organized
    -more visual

    OTHER NOTES
    -wants image slider to be BLACK & WHITE photos
    -homepage sections should be as follows: image slider, Welcome section including intro video (leave a space for this), Reviews (leave a space for video testimonials), Feat. Services, “Ortho Grads” gallery (before/after photos)
    -mention MDentalGroup on website and have it linked (the other practice)


    2017-02-08 | developersachit
    I have submitted the design
    2017-02-08 | desirae.g
    Sachit, please provide an update regarding this design.
    2017-02-03 | desirae.g
    Sachit, I am emailing you more instructions for this design.

    Leave a Comment:




    Design Notes 
    Design | 2017-01-26 | Desirae.G | #68119 |

    Current website: mbraces.life
    -doesn’t mind the one page scroll/section effect
    -“not functional”
    -too template/boring
    -likes the simplicity of the layout
    -thinks the green color is too “elementary”
    -doesn’t like font
    -doesn’t like images

    EXAMPLES:
    http://soirvine.com/ (LIKES: modern feel, live chat feature, images as bg, functionality)
    https://www.conversionwhale.com/ (LIKES: video intro; DISLIKES; the design)

    LAYOUT
    -full width
    -sectional
    -clean
    -organized
    -one page scroll sectional

    FEEL
    -modern
    -friendly
    -inviting

    COLORS
    -wants green accent but not the same green as current website
    -light bg dark text

    IMAGES
    -families
    -orthodontics

    CONTENT
    -organized
    -more visual

    OTHER NOTES
    -wants video testimonials on home page
    -wants new bios (she will send) to be revised by us
    -mention MDentalGroup on website and have it linked
    -wants intro video on homepage (she has videographer)


    2017-02-02 | desirae.g
    Also likes https://sassiholford.com/ (elegant feel, monochromatic colors). Wants to have the image slider be b&w. Wants to have a menu for other inner pages (so not a 1-page only thing like http://soirvine.com/)

    Leave a Comment:




    Phone Call 
    Notes | 2017-01-25 | Desirae.G | #68026 |

    Daniel has scheduled another phone call with him and Dr. Janet for Thursday @ 4:30pm PST. After discussing with Daniel today in our initial phone call, it seems that the Drs. are very very very specific on what they want the new website to look like. Daniel is essentially the middle-man and will not be making the final decisions. He wasn’t exactly sure on what Dr. Janet wanted for her new website, despite having filled out the DQ with website examples and information. I already sent them the detailed outline of this process and explained to him that we will go step by step rather than all at once.

    I am sending them a link to different website examples in hopes that Dr. Janet can have a more clear idea of what she wants for the new website, and we will discuss in our phone call tomorrow.


    2017-02-02 | desirae.g
    I will be calling Dr. Janet today to see if she had received my email.
    2017-02-01 | alec.j
    Desirae, do you think we need to call them as a reminder?
    2017-01-26 | desirae.g
    Update - advised by Daniel to call Dr. Janet as he could not make our scheduled phone call... Dr. Janet did not answer. I left vm.
    2017-01-25 | desirae.g
    FYI Justin. They're letting me take the lead so far but after speaking with Daniel today it seems that they will need a LOT of hand-holding throughout this process. He already wanted to speak with me for an extensive amount of time today and tomorrow. It seems like they trust me so far, which is good. But just to give you a heads up that so far it seems like they want me to cater most of my time to them, which I will do as much as I can but they need to understand that I have other projects as well (if it ever gets to the point where we have to bring this up).

    Leave a Comment:




    DQ Submission 
    Design | 2017-01-23 | Desirae.G | #67761 |

    Your Name: Daniel T Kim
    Do you have an existing Site? No
    Will you be the decision maker during this process? Dr. Janet and Dr. Paul
    Sections:
    -Social Media Links
    -Featured Services
    -Promotions
    -Testimonials
    -Video
    -Contact Form
    -Membership Logos
    -Office Map
    -Doctor’s Bio
    -Office Summary
    -Live Chat Service, New Patient Form, Smile Gallery, FAQ
    Overall Feel:
    -Modern
    -Simple and Clean
    -Warm, Caring, Professional, Cutting Edge
    Please Give us Examples of Websites You Like: •Soirvine.com: Modern and Clean design and tone which match with brand image of MBRACES •http://sndortho.com/ Like the feel of the photos used.And the friendly overall atmosphere of the website. •see some examples from the Conversionwhale.com-> I don’t like the designer taste of theirs site but I like how their sites are simple and to-the-point with direct communication tools and conversion triggers (Videos, Free Consultation, etc)
    Light or Dark: Light Background (dark text)
    Select Colors: Color tone should match with the overall feel mentioned above and MBraces brand logo.
    Image Types: People
    Ethnicity:
    -Caucasian
    -Hispanic
    -Asian
    Age Group:
    -Children
    -Teen
    -Adults
    Demographic:
    -Working Class
    -Business (ex: downtowns)
    -Upscale
    Top 3-4 Services: •Mbraces offers excellent quality custom orthodontic treatment with affordable financial options. •Mbraces provides one stop solution to all orthodontic and dental needs (all can be handled in house in a comprehensive manner) including: -Braces: metal braces, white(tooth-colored) braces, Secret Braces -Invisalign -Early Phase Treatment -Retainers: removable retainer, clear retainer, fixed retainer, Vivera retainer (*Refer to M Dental Group Website) -Restorative -Cosmetic/Smile Design -Dental Implants -Oral Hygiene Care -Children’s Dentistry -Night Guard


    Leave a Comment:




    301’s 
    Notes | 2017-01-23 | Desirae.G | #67747 |

    This was the only 301:
    http://www.mbraces.life/


    2017-08-31 | charles.b
    one page layout - cannot be redirected

    Leave a Comment:




    Follow Up 
    Notes | 2017-01-20 | Desirae.G | #67708 |

    Dr. Janet Kim called and had a question about the DQ. She will be sending me a previous DQ from her other designer that is very detailed. I will be contacting Daniel to schedule a time that we can discuss the website design and choose a template design.

    Dr. has requested to CC both her and her husband in all emails sent to Daniel.


    2017-01-23 | desirae.g
    Update - Daniel has rescheduled the phone call for Wednesday @ 4pm
    2017-01-23 | desirae.g
    Update - Daniel (I think Drs' son) has scheduled a phone call for Wednesday @ 2pm

    Leave a Comment:




    MAIN CONTACT (DANIEL) closed
    Task: Website | 2017-01-20 | Justin | #67639 |

    Hi Justin,

    Please remind all your team that Daniel would be your main contact point from this point on in regards to the project progress except billing matters. For any and all correspondences, please send it to daniel.kim0207@gmail.com and CC me(hjkimdds@mdentalgroup.com) and my husband(taehk.usc@gmail.com) on it.

    Thanks a lot!


    2017-01-25 | desirae.g
    Daniel is Dr. Paul's brother, FYI
    2017-01-20 | desirae.g
    Noted. Closing.
    2017-01-20 | chandra.t
    Please remind Dr. Kim we need her CC.

    Leave a Comment:




    Please Create Temp Site closed
    Task: Other | 2017-01-16 | Justin | #67297 |

    Client wants a temporary site up ASAP for marketing purposes


    2017-02-06 | desirae.g
    Tempsite was already created. Confusion with this ticket and the actual "tempsite" ticket. Closing this.
    2017-02-06 | desirae.g
    Jan, please finish this tempsite ASAP.
    2017-02-06 | desirae.g
    I have asked Jan to finish this today. I will ask client if she would still like tempsite up ASAP.
    2017-02-06 | alec.j
    Desirae, would you please update the client about this task? they were looking for ASAP Temp.
    2017-01-23 | desirae.g
    Noted
    2017-01-23 | alec.j
    Please let him know on your phone conversation that they need to update Chandra.
    2017-01-20 | desirae.g
    I was not aware that Daniel is the point of contact until today. Will contact Daniel to go over the template designs and other things.
    2017-01-20 | alec.j
    Desirae, have we expedited this task? any contact with Daniel?
    2017-01-16 | desirae.g
    Also, not sure if she wants to apply M Braces domain to landing page or keep the temp URL? Will clarify with her.
    2017-01-16 | desirae.g
    Update - spoke with Dr. Janet Kim and she wants the temporary website to be the temporary landing page linked to both http://www.mdentalgroup.com/ and http://www.mbraces.life/. Wants landing page to have a brief description for both locations/websites. Will look through our template designs and let me know which one to apply.
    2017-01-16 | desirae.g
    Tempsite is already created. Just need Drs. to choose a template design.

    Leave a Comment:




    Email: Social Intro 
    Design | 2017-01-12 | Jan S. | #67104 |

    Hello Drs. Paul & Janet Kim,

    We’d like to start your Social Media accounts as soon as possible. If you have Facebook, Twitter, or Google Plus profiles created, please provide admin access to social@optimized360.net -OR- login credentials so that we may update what’s necessary.

    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:




    Create Temp Site closed
    Task: Social | 2017-01-11 | Desirae.G | #67019 |

    Please create temporary site and include client original content (if any).


    2017-01-12 | jan.s
    The custom Surge tempsite for M Braces was created, Jetpack and Sitestats were activated, Blog was activated, default Welcome blog was posted, imported default Orthodontics content via ContentCopier, copied additional information from current website, and submitted an FTP ticket to Pagely support, closing task.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-01-11 | Desirae.G | #67018 |

    Hello Drs. Paul & Janet Kim,

    Welcome to Optimized360!

    My name is Desirae 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.

    If you have not already, 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/optimized360/calls

    I look forward to working on this design with you!

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    Marketing Analysis closed
    Task: Sales | 2017-01-11 | Justin | #67013 |

    M Dental Group

    M Braces

    Client wants to start marketing ASAP.

    Want two different ad groups for Fullerton & Anaheim location.

    Will send them marketing analysis report to give them an idea for a budget.

    Will utilize mdentalgroup.com for not as the landing pages.

    M Braces M Dental Group
    2017-01-12 | justinn
    sent marketing analysis

    Leave a Comment:




    SEO closed
    Task: Sales | 2017-01-11 | Justin | #67012 |

    Anaheim Orthodontist: 10 Hours


    2017-03-03 | justinn
    sent to naveed - closing task
    2017-03-03 | alec.j
    Justin, can we close this task?

    Leave a Comment:




    Please Set Up BRC & Blogs closed
    Task: Social | 2017-01-11 | Justin | #67011 |

    Please Set Up BRC & Blogs.

    Client has monthly blogging


    2017-02-16 | justinn
    Jan, client would like to start the social marketing right away. Have you gotten article topics back from the doctor yet?
    2017-01-16 | jan.s
    The BRC passed review and I was informed by Justin to close this task, closing task.
    2017-01-12 | jan.s
    Social Intro email template was sent and the business review central profile for M Braces was submitted for review, currently waiting for results.

    Leave a Comment:




    New Project Notes closed
    Task: New Project | 2017-01-11 | Justin | #67010 |

    Client (Dr. Paul Kim) is VERY particular with the design

    They have two locations:
    General Practice (Fullerton): mdentalgroup.com
    Orthodontic Practice (Anaheim): mbraces.life

    They will essentially want to re-design mdentalgroup but want to see how nice we can make MBraces.

    They will essentially want to link the two sites together via a landing page (double check with them).

    Drs. Kim will have a few examples they want to show us that we can take some elements and ideas from in which they like. They want our best designers.

    They have a really really nice office and want to showcase pictures and technology.

    They will want a live chat system integrated onto the website (24/7 one) – please refer them to a company that does it

    Sent Client DQ


    2017-02-06 | desirae.g
    yes closing
    2017-02-06 | alec.j
    Desirae, we can close this task, am I correct?

    Leave a Comment:




    New Order – 360Plan closed
    Task: Accounting | 2017-01-11 | Justin | #67008 |

    360Plan: $6,000 + $499/m
    Client provided card ending in -8346 via phone


    2017-01-26 | chandra.t
    Re-ran CC and payment processed. Charged.
    2017-01-25 | alec.j
    Chandra, do you think they need another call reminder? this is a 360plan!
    2017-01-20 | chandra.t
    Dr. Janet called, ran CC whilst on the phone, still unable to process. She mentioned she will call back after calling the card company.
    2017-01-20 | justinn
    Client emailed me the new updated CC - forwarded email to Chandra
    2017-01-18 | chandra.t
    Spoke to Dr. Kim (Janet), card did not process as they tagged it fraud, she will contact us once she resolves.
    2017-01-16 | chandra.t
    LV and emailed follow-up.
    2017-01-16 | alec.j
    Chandra, do you think they need another call reminder? this is a 360plan!
    2017-01-11 | chandra.t
    Payment declined, emailed doctor.
    2017-01-11 | justinn
    Please email client invoice after charge

    Leave a Comment:




    Phone Conference 
    Estimates | 2016-12-01 | Danny | #64307 |

    Daniel called in for the dr, was vague but mentioned he’s following up on a discussion Dr. Kim had with someone here. Couldn’t find CP until after the phone call. Discussed with Justing.

    We discussed the 360Plan and what it includes. Was interested in primarily the digital part for now because its the holidays and they want to promote their practice.

    We discussed the Platinum as well too separately cause he had asked if he were to do Website only and also Digitial Marketing only. Quoted him $6,000 + $149/m (Platinum) and $7,500 + $499/m (360Plan).

    Also quoted him $1,500 + $499/m if he were to just do 360 without the website first.

    He told me he has a 2nd location but no website yet. Negotiated the initial to do $2,000/setup and $1,000/m ($499 per location).

    Gave him pointers on how we will create landing pages for each services and recommendations on how to make the campaign effective which he really liked.

    He will talk to dr and get back to me, prob by today. Told him we need at least 1-2 business days to setup. He asked for my hours today when I leave so it seems urgent.


    2017-01-11 | justinn
    LM
    2017-01-10 | justinn
    Emailed & Texted Dr. Kim
    2017-01-09 | justinn
    Spoke with Dr. Kim - leaning towards working with us soon - possibly tomorrow - they essentially want 2 website done - focus on mbraces first - they want to eventually create same design/layout slightly different color scheme for the mdentalgroup- asked for quote on that as well - she wants to know how much for second site before starting - she wants all website under 1 roof (one stop shop) - she was hoping for something very discounted because it will be same design - asked how much it would be - told her I will get back to her tomorrow - she might want to start tomorrow
    2017-01-04 | justinn
    opened via sidekick
    2017-01-04 | justinn
    Emailed F/U
    2016-12-23 | justinn
    Emailed F/U again
    2016-12-15 | justinn
    called - unable to leave voicemail agian
    2016-12-13 | justinn
    mailbox is full
    2016-12-07 | justinn
    opened via sidekick
    2016-12-07 | justinn
    Emailed F/U
    2016-12-01 | justinn
    Spoke with Daniel - he wants someone to manage the existing site - told him we do not do website transfers anymore - spoke with Dr. F - he approved of the transfer so client can do marketing with our company - $1,000 + $79/m - Daniel will talk to the doctors and call me back
    2016-12-01 | justinn
    Spoke with Daniel - went over Adwords again with him - had questions about having us create banners & promotions for him - told him we can not access the site unless we own or host it on our own server - he understands - will only wnat to do fullerton location first ($1,500 + $500/m) - he wants the discount in the future if he works with the second location as well - will call me back
    2016-12-01 | justinn
    You can follow up
    2016-12-01 | danny.n
    just, fyi. please read notes and see proposal. Please f/u tom or do you want me to?

    Leave a Comment:




    Lead Response – via Text 
    Leads | 2016-08-10 | Justin | #56886 |

    Yes Sure. We are in the process of making multiple decisions for the office. Will contact you soon. Thanks.


    2016-11-29 | justinn
    Emailed F/U
    2016-11-17 | justinn
    Hi justin. I will keep you posted. Thank you for the follow up
    2016-11-17 | justinn
    unable to leave voicemail - texted
    2016-11-17 | justinn
    LM
    2016-11-16 | justinn
    Emailed F/U
    2016-11-07 | justinn
    opened via sidekick
    2016-11-07 | justinn
    LM
    2016-11-03 | justinn
    Emailed F/U today
    2016-11-03 | justinn
    Spoke with Dr. Kim yesterday - had a 2 and half hour meeting with them - answered all their questions - ideally they want to market their two locations in Anaheim & Fullerton - Anaheim (Orthodontic) - they need patients right away for that (told her Adwords) - newly renovated office - Dr. Kim's husband is very very particular - does not like ANY of the designs in our gallery - assured him the websites are specifically built for the doctors - showed them Page Speed Insight - our site with near perfect score and our clients site has a better score than other web design companies - they wanted to do a landing page with two locations similar to childrens happy teeth - will want to decide between today and tomorrow
    2016-11-02 | justinn
    Client called in - wanted to schedule a meeting to potentially finalize - Dr wanted to familiarize with the group he would be working with - spoke with Dr. Janet tho - she was nice - we will meet at her office - will prepare for the meeting
    2016-09-19 | justinn
    opened via sidekick
    2016-09-14 | justinn
    LM
    2016-09-13 | justinn
    Emailed F/U
    2016-09-12 | justinn
    opened via sidekcik
    2016-09-09 | justinn
    LM
    2016-09-06 | justinn
    Texted
    2016-09-02 | justinn
    LM
    2016-08-31 | justinn
    Emailed F/U for tomorrow
    2016-08-30 | justinn
    LM
    2016-08-29 | justinn
    Called - spoke with Doctro about our 360Plan and what we will do for her - she wants to see if we can work with her friend and help her with her site for SEO - she will review and get back to me
    2016-08-26 | justinn
    Spoke with Dr. - went over 360Plan - recommended for additional hours of SEO if she wants to show well - very nice - she will speak with her team and get back to me
    2016-08-26 | justinn
    Dr. Called - left me a message
    2016-08-26 | justinn
    LM
    2016-08-26 | justinn
    Dr. Kim left me a message yesterday - wanted to have the site built with a friend - wants to utilize our company for marketing - very nice
    2016-08-25 | justinn
    opened via sidekick
    2016-08-24 | justinn
    opened via sidekick
    2016-08-24 | justinn
    Emailed F/U
    2016-08-22 | justinn
    unable to leave voicemail**
    2016-08-22 | justinn
    LM

    Leave a Comment:




    Website Estimate (Updated) 
    Estimates | 2016-07-25 | Justin | #55720 |

    She wanted to see a reporting of Analytics – will advise her to implement her own so she has a more indepth look of all the pages – wants to see other packages – she just wants to make sure her investment is not going to waste.


    2016-08-10 | justinn
    Mailbox full - texted
    2016-08-08 | justinn
    unable to leave a voicemail - mailbox full - emailed
    2016-08-08 | justinn
    opened via sidekick friday
    2016-08-04 | justinn
    Texted - went to voicemail
    2016-08-03 | justinn
    opened via isdekick
    2016-08-02 | justinn
    opened via sidekick
    2016-07-29 | justinn
    Spoke with Dr. Kim - wants to present everything to her marketing team once again - will contact me in a week - told her if it is okay to call her next Thursday - she said yes
    2016-07-28 | justinn
    opened via sidekick
    2016-07-26 | justinn
    opened via sidekick

    Leave a Comment:




    Website Estimate 
    Estimates | 2016-07-20 | Justin | #55498 |

    Spoke with Dr. Kim – very nice – called in – spoke with some local competitors in Irvine – wants someone who is knowledgeable – wants to dominate the area and a one stop shop that does everything – wants to meet with me today to further discuss – will schedule a time today perhaps


    2016-07-25 | justinn
    She wanted to see a reporting of Analytics - will advise her to implement her own so she has a more indepth look of all the pages - wants to see other packages - she just wants to make sure her investment is not going to waste.
    2016-07-22 | justinn
    opened via sidekick
    2016-07-20 | justinn
    opened via sidekick
    2016-07-20 | justinn
    Spoke with Dr. Kim - answered a lot of her questions she had - asked what the monthly and costs entail - says what I have provided her was a very simple format of a proposal - told her there is a link to the pdf version as well - attached proofs and examples to show the client about our marketing and seo capabilities - she wants to see more orthodontic examples - sent additional info - asked about design process and how long it takes - will review and get back to me
    2016-07-20 | 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: 2017-01-11
    Questionnaire: 2017-01-23
    Site Download/Site Sucker: 2017-01-23
    Temporary Site: 2017-01-11
    Concept: 2017-03-24
    Approved: 2017-03-02
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download: 2017-03-14
    Image Optim: 2017-03-14
    Website is Ready:
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake: 2017-08-31
    Live Online: 2017-08-31
    Analytics Setup: 2017-03-14
    Analytics Report or Jetpack Setup: 2017-01-12
    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: 2017-03-24
    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: 2017-01-11
    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
    2017-01-11
    2017-01-26
    Mobile
    Fluid Responsive
    2017-01-11

    Videos
    2017-01-11

    Marketing
    2017-01-11

    Reputation

    2017-01-11
    2017-01-26
    Facebook
    2017-01-11

    Google Plus
    2017-01-11

    Blog
    2017-01-11

    SEO
    2017-01-11

    Logo
    2017-04-26

    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others
    2017-02-22

    360 Plan
    2017-01-11
    2017-01-26

    Estimates | 2016-12-01 | Danny | Phone Conference Expired

    360 Digital Only (Fullerton)


    Initial: 1 Payments of $999
    Monthly: $499*


    Advanced SEO

    Ongoing SEO (10hrs/m)

    PPC Management

    Google Adwords Management

    Review Management

    A 5-Star Reputation (Review Site)

    Social Marketing

    Monthly Blogging with Custom Content

    x Budget allocated for Fullerton TBD

    360 Digital Only (Anaheim)

    Regular Price: $1,500

    Initial: 1 Payments of $999
    Monthly: $499*

    Advanced SEO

    Ongoing SEO (10hrs/m)

    PPC Management

    Google Adwords Management

    Review Management

    A 5-Star Reputation (Review Site)

    Social Marketing

    Monthly Blogging with Custom Content

    Budget allocated for Anaheim TBD

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-01-11 | justinn
    LM
    2017-01-10 | justinn
    Emailed & Texted Dr. Kim
    2017-01-09 | justinn
    Spoke with Dr. Kim - leaning towards working with us soon - possibly tomorrow - they essentially want 2 website done - focus on mbraces first - they want to eventually create same design/layout slightly different color scheme for the mdentalgroup- asked for quote on that as well - she wants to know how much for second site before starting - she wants all website under 1 roof (one stop shop) - she was hoping for something very discounted because it will be same design - asked how much it would be - told her I will get back to her tomorrow - she might want to start tomorrow
    2017-01-04 | justinn
    opened via sidekick
    2017-01-04 | justinn
    Emailed F/U
    2016-12-23 | justinn
    Emailed F/U again
    2016-12-15 | justinn
    called - unable to leave voicemail agian
    2016-12-13 | justinn
    mailbox is full
    2016-12-07 | justinn
    opened via sidekick
    2016-12-07 | justinn
    Emailed F/U
    2016-12-01 | justinn
    Spoke with Daniel - he wants someone to manage the existing site - told him we do not do website transfers anymore - spoke with Dr. F - he approved of the transfer so client can do marketing with our company - $1,000 + $79/m - Daniel will talk to the doctors and call me back
    2016-12-01 | justinn
    Spoke with Daniel - went over Adwords again with him - had questions about having us create banners & promotions for him - told him we can not access the site unless we own or host it on our own server - he understands - will only wnat to do fullerton location first ($1,500 + $500/m) - he wants the discount in the future if he works with the second location as well - will call me back
    2016-12-01 | justinn
    You can follow up
    2016-12-01 | danny.n
    just, fyi. please read notes and see proposal. Please f/u tom or do you want me to?
    Leads | 2016-08-10 | Justin | Lead Response – via Text


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-11-29 | justinn
    Emailed F/U
    2016-11-17 | justinn
    Hi justin. I will keep you posted. Thank you for the follow up
    2016-11-17 | justinn
    unable to leave voicemail - texted
    2016-11-17 | justinn
    LM
    2016-11-16 | justinn
    Emailed F/U
    2016-11-07 | justinn
    opened via sidekick
    2016-11-07 | justinn
    LM
    2016-11-03 | justinn
    Emailed F/U today
    2016-11-03 | justinn
    Spoke with Dr. Kim yesterday - had a 2 and half hour meeting with them - answered all their questions - ideally they want to market their two locations in Anaheim & Fullerton - Anaheim (Orthodontic) - they need patients right away for that (told her Adwords) - newly renovated office - Dr. Kim's husband is very very particular - does not like ANY of the designs in our gallery - assured him the websites are specifically built for the doctors - showed them Page Speed Insight - our site with near perfect score and our clients site has a better score than other web design companies - they wanted to do a landing page with two locations similar to childrens happy teeth - will want to decide between today and tomorrow
    2016-11-02 | justinn
    Client called in - wanted to schedule a meeting to potentially finalize - Dr wanted to familiarize with the group he would be working with - spoke with Dr. Janet tho - she was nice - we will meet at her office - will prepare for the meeting
    2016-09-19 | justinn
    opened via sidekick
    2016-09-14 | justinn
    LM
    2016-09-13 | justinn
    Emailed F/U
    2016-09-12 | justinn
    opened via sidekcik
    2016-09-09 | justinn
    LM
    2016-09-06 | justinn
    Texted
    2016-09-02 | justinn
    LM
    2016-08-31 | justinn
    Emailed F/U for tomorrow
    2016-08-30 | justinn
    LM
    2016-08-29 | justinn
    Called - spoke with Doctro about our 360Plan and what we will do for her - she wants to see if we can work with her friend and help her with her site for SEO - she will review and get back to me
    2016-08-26 | justinn
    Spoke with Dr. - went over 360Plan - recommended for additional hours of SEO if she wants to show well - very nice - she will speak with her team and get back to me
    2016-08-26 | justinn
    Dr. Called - left me a message
    2016-08-26 | justinn
    LM
    2016-08-26 | justinn
    Dr. Kim left me a message yesterday - wanted to have the site built with a friend - wants to utilize our company for marketing - very nice
    2016-08-25 | justinn
    opened via sidekick
    2016-08-24 | justinn
    opened via sidekick
    2016-08-24 | justinn
    Emailed F/U
    2016-08-22 | justinn
    unable to leave voicemail**
    2016-08-22 | justinn
    LM
    Estimates | 2016-07-25 | Justin | Website Estimate (Updated) Ordered

    Gold


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


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Platinum

    Regular Price: $8,999

    Initial: 2 Payments of $2,999
    Monthly: $199/m

    Gold Package

    Everything on Gold Package Plus

    Educational Videos

    High-Quality Patient Dental Videos

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build a Logo

    Social Marketing

    Monthly Blogging with Custom Content


    360Plan

    Regular Price: $9,999

    Initial: 2 Payments of $2,999
    Monthly: $499

    Platinum Package

    Everything on Platinum Package Plus

    Advanced SEO

    Ongoing SEO (10hrs/m)

    PPC Management

    Google Adwords Management

    Review Management

    A 5-Star Reputation (Review Site)

    COMMENTS:

    2016-08-10 | justinn
    Mailbox full - texted
    2016-08-08 | justinn
    unable to leave a voicemail - mailbox full - emailed
    2016-08-08 | justinn
    opened via sidekick friday
    2016-08-04 | justinn
    Texted - went to voicemail
    2016-08-03 | justinn
    opened via isdekick
    2016-08-02 | justinn
    opened via sidekick
    2016-07-29 | justinn
    Spoke with Dr. Kim - wants to present everything to her marketing team once again - will contact me in a week - told her if it is okay to call her next Thursday - she said yes
    2016-07-28 | justinn
    opened via sidekick
    2016-07-26 | justinn
    opened via sidekick
    Estimates | 2016-07-20 | Justin | Website Estimate Expired

    Platinum + 360Plan


    Initial: 2 Payments of $2,999
    Monthly: $499/m


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Advanced SEO

    Ongoing SEO (10hrs/m)

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Regular Price:

    Initial: Payments of
    Monthly:

    Educational Videos

    High-Quality Patient Dental Videos

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build a Logo

    PPC Management

    Google Adwords Management

    Review Management

    A 5-Star Reputation (Review Site)

    Social Marketing

    Monthly Blogging with Custom Content

    No Contract (Month to Month) - Guaranteed Competitive Pricing

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-07-25 | justinn
    She wanted to see a reporting of Analytics - will advise her to implement her own so she has a more indepth look of all the pages - wants to see other packages - she just wants to make sure her investment is not going to waste.
    2016-07-22 | justinn
    opened via sidekick
    2016-07-20 | justinn
    opened via sidekick
    2016-07-20 | justinn
    Spoke with Dr. Kim - answered a lot of her questions she had - asked what the monthly and costs entail - says what I have provided her was a very simple format of a proposal - told her there is a link to the pdf version as well - attached proofs and examples to show the client about our marketing and seo capabilities - she wants to see more orthodontic examples - sent additional info - asked about design process and how long it takes - will review and get back to me
    2016-07-20 | justinn
    opened via sidekick