Katy Dental Experts

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    2 GoDaddy Accts 
    Notes | 2017-11-08 | Catherine C. | #103114 |

    Fahad called questioning where katydentalexperts.com was moved to. Emailed him…
    It appears that there are 2 GoDaddy accounts:

    Account #1
    Username: anashalaweh
    Password: Smile2016
    Account Number: 112415007
    Email: katydentalexperts@gmail.com
    PIN: 2129

    Contains:
    dentalcareexperts.com
    katyelitedentistry.com

    Account: #2
    Username: Katydentalexperts
    Password: 360_Perio_mason
    Account Number: 167628725
    Email: katydentalexperts@gmail.com
    PIN: 5799

    Contains:
    katydentalexperts.com

    He is ok managing these 2 accounts from here.


    Leave a Comment:




    domain acct change – was not completed 
    Notes | 2017-11-07 | Catherine C. | #102920 |

    Moved katydentalexperts.com to their GoDaddy account. Was not completed on 10/4.

    Fahad called.


    Leave a Comment:




    sent godaddy & editor login 
    Notes | 2017-11-07 | Catherine C. | #102759 |

    Emailed Angie :

    Here is your GoDaddy login information:

    Username: Katydentalexperts or katydentalexperts@gmail.com
    Password: 360_Perio_mason
    PIN: 5799
    Account #: 167628725

    – ttp://katydentalexperts.com/wp-admin/

    Email associated with account: katydentalexperts@gmail.com

    Username: anashalaweh

    Password: 360_katy8323215799


    Leave a Comment:




    Past Due 
    Accounting | 2017-10-26 | Chandra | #99412 |

    Email past due $14.50 for Managed OM.


    2017-10-27 | chandra.t
    Angie provided CC via phone, paid past due.
    2017-10-27 | belinda.t
    Angie called regarding this, please call the office.

    Leave a Comment:




    Domain Transfer closed
    Task: Website | 2017-10-04 | jessica.c | #93181 |

    Client would like access and login credentials for domain. Create a new godaddy account for them and sent them login credentials to katydentalexperts@gmail.com


    2017-10-27 | jessica.c
    Closing task.
    2017-10-04 | jessica.c
    Godaddy login credentials:
    Katydentalexperts or katydentalexperts@gmail.com
    360_Perio_mason
    5799
    Account # 167628725

    Leave a Comment:




    Slider closed
    Task: Website | 2017-06-09 | Belinda | #77332 |

    1. Home page slider: the three boxes (request appointment, about and why) are supposed to be overlapping the slider. Please move them up to overlap the slider, but also move the quote in slider up too. If slider needs to be taller, okay.


    2017-06-12 | developersohan
    done
    2017-06-10 | developersohan
    I added the padding to the slider module. When the website loads the slider looked like using padding, bt when it is completely loaded, the slider back to its original size. can you take a look?

    Leave a Comment:




    SEO Place on Hold 
    Notes | 2017-06-06 | Justin | #77096 |

    Notified Naveed


    Leave a Comment:




    Please Stop PPC closed
    Task: Website | 2017-06-06 | Justin | #77095 |

    Client wants to stop their PPC


    2017-07-10 | chandra.t
    $500
    2017-07-10 | chandra.t
    Client disputed their Google Adwords charges in their Managed campaign (client CC).
    2017-06-06 | chandra.t
    Paused Managed campaign.

    Leave a Comment:




    Please Stop All Blog Articles closed
    Task: Website | 2017-06-06 | Justin | #77093 |

    Client is placing their social marketing on hold


    2017-06-09 | charles.b
    Confirmed social marketing on hold

    Leave a Comment:




    Recurring Charges closed
    Task: Accounting | 2017-06-06 | Justin | #77092 |

    Please make sure that her recurring charges would be $79/m for now (they are pausing all other services) until they make a decision


    2017-06-06 | chandra.t
    Stopped all charges apart from monthly web $249 > $79. ($500 SEO, $300 Adwords Management, $100 BRC).

    Leave a Comment:




    Home Page Edit closed
    Task: Website | 2017-06-02 | Justin | #76893 |

    Please talk to justin prior to starting this edit!

    Client would like to remove the word “march special”

    Home page Special offers is not consistant with what is on the special offers page.

    Client wants the pink banner on special offers page to have a different wording:

    ” Free teeth whitening for life for new clients”

    Told her to send us the original image if they have it.

    Showed her how to send edits via support@optimized360.com

    I found an error on the home page slider… please see attached image and fix
    (wording is hiding behind the box)


    2017-06-09 | developerhaseeb
    slider height was good.. just three boxes were over lapping. thanks
    2017-06-07 | catherine.c
    Please adjust slider height. 3 featured services boxes are covering the text and photo.
    2017-06-05 | alec.j
    Catherine, please expedite these edits, we need to pamper them a bit.

    Leave a Comment:




    Complaint via New Office Manager 
    Complaint | 2017-06-02 | Justin | #76892 |

    Transferred call from Chandra

    Angie asked why we can’t give her FTP access… told her we can, if you are taking the website to host on her own but as of right now for liability and security reasons we can’t give but can assisit with any edit they need – she understood

    I believe since she is the new manager she was providing an image of an authoratative figure (get control) – she doesnt know who we are and have not built a relationship to trust us – she came into the picture feeling the doctor paid for a lot of services that arent rendered or has nothing to show – told her i have a relationship with Dr. Halaweh and am very familiar with the account – told her I am trying to maintain that relationship and build one with her since she is the new manager

    She was addressing a communication and personality issue she was having with Catherine – she did not have a pleasant experience trying to make edits and calling in – told her that we pride ourselves on customer care and service so i am surprised she had that experience

    Told her not to worry, i will assist with her needs – building trust with her and she noticed our conversation was much more pleasant and there is respect for one anotehr – she said she is not on Google and does not see her ad – explained and educated her on how Adwords works and why she doesnt see it could be for various reasons – told her the situation of candace switching companies and losing ranking and comin back and we are building that back for them and how the website recently went live again so it takes time

    She decided to not cancel anything – but will call me back next week – told her I want her to stay and if she needs anything – we are very transparent

    Took some edits over the phone with her to correct things that were missed during her conversation with catherine


    2017-06-06 | justinn
    Catherine, I'm confused as well... you're always so helpful... that is why I told her I'm surprised by that comment.
    2017-06-05 | catherine.c
    Just for the record, I believe she was having a hard time figuring out how to use divi builder. I offered to help her walk through promo page to update. In the end, I made the updates while she was on the phone. She was thankful and was actually a pleasant experience. Not sure why she would say that.

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    Angie – request login 
    Notes | 2017-06-01 | Catherine C. | #76803 |

    Angie is new office mgr. Reset password for anashalaweh user.
    She requested FTP access but asked what she needed to do. Will ask the doctor.


    Leave a Comment:




    Blog Topics 
    Notes | 2017-04-12 | Desirae.G | #73564 |

    Emailed Candace to request 12 blog topics.


    2017-04-13 | desirae.g
    FYI Jan
    2017-04-13 | desirae.g
    )​Implant Specialist and CT Scan 2)Dental Sensitivity tips 3)Clenching and Grinding Tips 4)Tips for whiter teeth 5)How dental effects your overall Health To be continued................​

    Leave a Comment:




    update promo closed
    Ticket: Website | 2017-03-20 | Catherine C. | #71781 |

    Can you please change our special offers to make them match – – Should be $99.00 Special


    2017-03-20 | catherine.c
    updated & emailed.

    Leave a Comment:




    SEO Ranking & Keyword closed
    Task: Sales | 2017-03-14 | Justin | #71422 |

    Keyword: Katy Dentist || 20 Hours
    WooRank: 56.3
    SEO: 3rd Page, 9th listing bottom


    2017-03-14 | justinn
    Improved to 56.5 - sent to Naveed

    Leave a Comment:




    New Order – SEO (20 Hours) closed
    Task: Accounting | 2017-03-14 | Justin | #71421 |

    SEO (20 Hours): $500/m


    2017-03-14 | chandra.t
    Charged.

    Leave a Comment:




    Please Send Login Credentials closed
    Task: Other | 2017-03-14 | Justin | #71420 |

    Client would like to access the site to make chanegs


    2017-03-15 | catherine.c
    Emailed.

    Leave a Comment:




    update $79 cleaning price to $99 closed
    Ticket: Website | 2017-03-02 | Catherine C. | #70665 |

    change promo price for new exam, xray, cleaning
    $99


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

    Leave a Comment:




    Replace Email closed
    Task: Website | 2017-03-02 | Justin | #70622 |

    Replace email online and within forms to katydentalexperts@gmail.com

    Client (candace) would like to receive everything to that email instead


    2017-03-02 | sanjay.d
    Ticket has been completed. Closing ticket.
    2017-03-02 | sanjay.d
    Email replaced in all form as well as for online email contact.

    Leave a Comment:




    add new promo closed
    Ticket: Website | 2017-03-01 | Catherine C. | #70580 |

    ​New Special from Katy Dental Experts!!
    March Special
    Dental Implant ONLY $3500.00
    Call Today for your FREE consultation!
    (P)832-321-5799


    2017-03-01 | catherine.c
    Ticket has been completed. Closing ticket.
    2017-03-01 | catherine.c
    emailed completed.

    Leave a Comment:




    add bio – Dr. Burgess closed
    Ticket: Website | 2017-02-27 | Catherine C. | #70402 |

    Dr. Tara Burgess DDS is a graduate of the University of Texas School of Dentistry at Houston and is committed to providing compassionate care to all of her patients.
    She is a fellow in the dental fraternity Delta Sigma Delta. Dr. Burgess loves the outdoors and did an externship in the Artic Circle with the Indian Health Services in Dental School. Dr. Burgess graduated the University of Houston Clear Lake with a Bachelor’s and a Master’s in Biological Sciences. She worked at the Houston School of Dentistry in Salivary Diagnostic research and has a publication in the Academy of General Dentistry. In addition to this Dr. Burgess was an adjunct professor at San Jacinto Community College in Anatomy and Physiology. She has a special needs sisters and has been a Special Olympics swim coach for many years. In her free time Dr. Burgess enjoys hiking with her husband and two boxer puppies.


    2017-02-27 | catherine.c
    emailed completed.

    Leave a Comment:




    add dr halaweh closed
    Ticket: Website | 2017-02-24 | Catherine C. | #70175 |

    add photo to his bio

    https://www.dropbox.com/s/luoec11i6gcx7h1/drhalaweh.jpg?dl=0


    2017-02-24 | catherine.c
    emailed completed.

    Leave a Comment:




    add doctor photo closed
    Ticket: Website | 2017-02-23 | Catherine C. | #70131 |

    Add Dr Tara Burgess’s photo on to the website along with Dr Halaweh’s.


    2017-02-23 | catherine.c
    Dr. Halaweh does not have a photo on site. Emailed Candace Dr. Burgess' photo added and requested her to send Dr. Halaweh's photo.

    Leave a Comment:




    Rep Management Promotion 
    Sales | 2017-02-14 | Justin | #69449 |

    Spoke with Candace – explained to her how it works – educated her on how she should promote reviews with an ipad in the office – explained to her that after 6 months, it is $100/m — she asked if we can alert her when its almost 6 months – told her there is no automated system but what our clients like to do is set a Reminder 5 months from now or have a sticky note on their desk/comp to remind themselves – she understands – will talk to the doctor but wants to start it right away since it is free for 6 months


    Leave a Comment:




    Please Set Up BRC closed
    Task: Other | 2017-02-14 | Justin | #69448 |

    Send client login and link after

    Add all their socials and yelp


    2017-02-15 | jan.s
    The Business Review Central profile for Katy Dental Experts passed review and followed up via email to provide an update, closing task.
    2017-02-15 | jan.s
    The Business Review Central profile for Katy Dental Experts was created. Used current information from their website. Uploaded 2 different reviews from Google. Unable to find additional reviews to add. BRC was linked to the website. The profile was sent to review, currently waiting for results.

    Leave a Comment:




    New Order – Reputation Management Promotion closed
    Task: Accounting | 2017-02-14 | Justin | #69447 |

    Reputation Management: $100/m
    *Please start monthly in 6 months

    (August 14th should be recurring)


    2017-02-14 | chandra.t
    Set to charge 8/14/17.

    Leave a Comment:




    Yelp Reviews closed
    Ticket: Website | 2017-02-01 | Justin | #68520 |

    Client wants a call to action on their website for people to open their yelp page and write reviews onto there.


    2017-02-13 | catherine.c
    No response. Closing.
    2017-02-02 | catherine.c
    Emailed Candace to clarify. There are already social icons in top right corner that link to Yelp.

    Leave a Comment:




    Update Social Media Artwork closed
    Task: Social | 2017-01-27 | Jan S. | #68150 |

    Please update the social media banner with the stock image of the woman with her left hand on her chin along with the quote.

    /* Quoted three business days to complete. */


    2017-02-01 | jan.s
    The social media banners for all three accounts have been updated, closing task.

    Leave a Comment:




    add flyer closed
    Ticket: Website | 2017-01-18 | Catherine C. | #67444 |

    add to website and social media sites. crop out white space. Create into image.

    add to this page.
    katydentalexperts.com/special-offers/

    Back-Jan-2017-Impact
    2017-01-20 | catherine.c
    Ticket has been completed. Closing ticket.
    2017-01-20 | catherine.c
    Emailed Candace on 1/19 flyer completed.
    2017-01-19 | sanjay.d
    Kindly check the image layout on website.
    2017-01-19 | alec.j
    Sanjay, would you please change the status to" received"

    Leave a Comment:




    Social Media Artwork closed
    Ticket: Website | 2017-01-16 | jessica.c | #67245 |

    Change the social media for google +, facebook, and twitter to be universal. Use the same logo that is on the website and one of the hero/main images for the banners on social media.


    2017-01-23 | jan.s
    Called and spoke with Candace regarding Twitter. She has provided the updated credentials for Twitter. Updated Twitter banner, closing task.
    2017-01-23 | alec.j
    Jan, do we need to change the status to "client"?
    2017-01-20 | jan.s
    Facebook and Google+ were updated, unable to access Twitter due to password change.
    2017-01-20 | catherine.c
    There was a clarification needed on ticket before sending to Jan.
    2017-01-19 | jan.s
    This task was just reassigned to me as of today.
    2017-01-19 | alec.j
    Jan, are you woking on this ticket?it is assigned to you
    2017-01-19 | catherine.c
    Use the logo and photo of girl for a banner - add to all social media sites.
    2017-01-17 | jessica.c
    For each social media site, use the logo that is on their current website. (It is a tooth implant and says KATY DENTAL EXPERTS). For the banners on each social media site, use one of the hero images from the current website. Right now, if you visit facebook, google + and twittter, these are all different from each other. Then need to be the same profile icon and banner image.
    2017-01-16 | catherine.c
    Do you mean use the social media original colors for the icons?
    What did you mean by "one of the hero/main images for the banners on social media."?

    Leave a Comment:




    Please Credit $100 Next Month closed
    Task: Accounting | 2017-01-13 | Justin | #67140 |

    Client’s website monthly should be $149/m (instead of $249) for ONE month only.

    Client was having issues with their site which affected the Ad Campaign – requested for some sort of compensation – Dr F approved for 1 $100 credit towards their account

    Spoke with Candace – she was very appreciative – and acknowledged my explanation that it was not our fault and we fixed the issue.


    2017-01-13 | chandra.t
    Credited client $100 for payment due 1/15/17 (will be charged $149). Recurring resumes 2/15/17 for $249.

    Leave a Comment:




    Internal Edit closed
    Task: Technical | 2017-01-11 | Chandra | #66927 |

    Looks as the site is the old one; please review.


    2017-01-12 | catherine.c
    site is back to the black version.
    2017-01-12 | catherine.c
    second A record in DNS settings : 199.96.172.40
    this one has been removed.
    2017-01-12 | alec.j
    Catherine, please update the status

    Leave a Comment:




    Services closed
    Task: Website | 2017-01-10 | Chandra | #66898 |

    Some services duplicated, please review and remove.


    2017-01-12 | catherine.c
    removed duplicates dated 07/09/2016.

    Leave a Comment:




    Facebook help closed
    Task: Social | 2017-01-06 | Justin | #66625 |

    Client wants to change a few things on their facebook.

    Please call candace TODAY

    IMPORTANT: make sure client is looking at the REAL facebook page we have created for them.
    They are also having issues viewing OUR website. They keep seeing the old site that RevLocal created for them – please assist


    2017-01-06 | jan.s
    Called and spoke with Candace regarding her Facebook questions, closing task.

    Leave a Comment:




    Adwords Notes closed
    Task: Sales | 2017-01-06 | Justin | #66624 |

    Client wants to focus mainly on General but would like dental implants and a very small portion on Periodontal keywords.

    Please send client access to view their campaign.

    Client investing $700/m towards Adwords

    They have a promotion they will want to add as well. Will keep you updated


    2017-01-13 | chandra.t
    Please let me know the promotion, I can create the ad.
    2017-01-11 | chandra.t
    The site somehow reverted to the old design, we are not wanting to notify the client until that is fixed.
    2017-01-11 | chandra.t
    Completed all, waiting on the promotion from Justin.
    2017-01-11 | alec.j
    Chandra, would you please update this task?

    Leave a Comment:




    New Order – Adwords Management closed
    Task: Accounting | 2017-01-06 | Justin | #66622 |

    Adwords Management: $300/m
    Client’s Budget towards OM: $700/m


    2017-01-10 | chandra.t
    Campaign charged and activated. Invitation to view sent to katydentalexperts@gmail.com.

    Leave a Comment:




    Marketing Analysis closed
    Task: Sales | 2016-12-30 | Justin | #66226 |

    Sent Marketing Analysis to Client

    katy-dental
    2017-01-03 | justinn
    Yes 11:30 my time (central)! Does that work for you? Candace Ranshaw
    2017-01-03 | justinn
    Hello Justin, Will you be available for a meeting with Dr Halaweh on Friday, 1/6/2017? He would like to have a phone conference to go over the Ad Word. He would like to do this at 11:30 on Friday, 1/6 /2017 if this time works for you? Thank You, Candace Ranshaw

    Leave a Comment:




    transfer domain to us closed
    Task: Website | 2016-12-29 | Catherine C. | #66149 |

    Emailed Candace:

    Since we are moving katydentalexperts.com from a GoDaddy account to another GoDaddy account, it should be an easy move.

    You will need to do an account change when you are in the domain settings.

    Our info you will need to enter:
    email: info@optimized360.com
    customer #: 64457615

    Keep nameservers the same. Keep contact info the same. We can adjust this after transfer is complete. Please let me know if you have any questions. Thanks.


    2016-12-30 | catherine.c
    Received new password for Dr. Halaweh's godaddy acct.
    domain transferred in. emailed Candace & Justin to confirm.

    Leave a Comment:




    Website is now Live 
    Notes | 2016-12-29 | Justin | #66143 |

    Website is now live with client’s old website in which WE created for them.

    Emailed catherine and Candace.


    2016-12-29 | catherine.c
    Emailed Candace instructions to transfer domain to us.
    2016-12-29 | justinn
    Please make sure that the domain is transferred over properly
    2016-12-29 | justinn

    Leave a Comment:




    Domain Mapping and activation 
    Notes | 2016-12-27 | Sean | #66007 |

    I added the domain to map plugin and seems to be ready. Gave the IP from pagely to be sent to the client by Justin.


    Leave a Comment:




    Email: Social is Ready 
    Design | 2016-12-15 | Jan S. | #65437 |

    Hello Dr. Halaweh,

    To share your social media accounts with your patients, please see the links below:

    Facebook: https://business.facebook.com/Katy-Dental-Experts-1369700553040180/
    Google Plus: https://plus.google.com/100340867151121110865/
    Twitter: https://twitter.com/Katy_Dental

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

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

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    Please Set Up Monthly Blog Schedule closed
    Task: Social | 2016-12-15 | Justin | #65424 |

    Client will be working with our company once again.
    Please activate their blog schedules.

    Attached are 2 articles the other company has created for them. Please add this to their blog

    What-You-Should-Know-About-Pregnancy-and-Oral-Health Good-Oral-Health-Resolutions-for-the-New-Year
    2016-12-16 | jan.s
    Rachael provided the photos via email. Applied photos to the two blogs provided by the former company.
    2016-12-15 | jan.s
    Reactivated the blog and posted the two articles provided on their blog, unable to pull the images. Informed Justin about this, closing task.

    Leave a Comment:




    Please Re-Activate Old Site closed
    Task: New Project | 2016-12-15 | Justin | #65422 |

    Client has gone back with our company, we need to get everything back up and running.

    Please update the products in CP once you have activated the site.


    2016-12-27 | justinn
    Spoke to Candace - looks like my email bounced back (to rachel) - assured her that everything is ready on our end - just awaiting on the 3rd party - she understands - she said she will send a contact to us tomorrow
    2016-12-27 | justinn
    Dr F, the other company has control of their domain. We are trying to do a transfer and have asked them to change in the mean time. I will try to email the company again.
    2016-12-27 | sean.f
    Justin please let the client know that their website is ready and they need to point their A Record to 52.2.180.68 or give us access to their Godaddy account to do it for them.
    2016-12-27 | justinn
    Catherine, can we look into this? The timing of this is going to upset the client.
    2016-12-27 | justinn
    Belinda - Any updates regarding this account? It has been a few days
    2016-12-20 | belinda.t
    Site is online on temp URL, client needs to point to us.
    2016-12-20 | justinn
    Status?
    2016-12-15 | justinn
    Catherine, they are officially back with us (accounting wise). Please make sure the domain transfer is complete and notify Justin once completed

    Leave a Comment:




    New Order – ReActivation closed
    Task: Accounting | 2016-12-15 | Justin | #65421 |

    Website Reactivation: $250 + $249/m
    Please start $249/m, 30 days from now for their previous package.

    American Express
    Acct # 1016
    Valid Date – 10/21
    Name On Card -Nour Albaghdadi and Anas Halaweh DDS Inc
    4 dig Code – 2711
    3 dig code on back – 146


    2016-12-16 | chandra.t
    Charged.
    2016-12-15 | justinn
    Please send me invoice

    Leave a Comment:




    Please Call Rachel closed
    Task: Technical | 2016-12-15 | Justin | #65334 |

    Client wants to transfer and re-activate their website with us.

    We need to transfer the domain back over to us and input our correct settings so their old website is back up and all their services.

    Rachel Dyas
    Digital Marketing Strategist
    RevLocal — You’re In The Right Place
    800-456-7470 x 6130
    O: (740) 326-9370
    RDyas@RevLocal.com


    2016-12-29 | catherine.c
    see new task for domain transfer.
    2016-12-29 | justinn
    Site seems to be back up with ours
    2016-12-27 | catherine.c
    Candace will send contact. Rachel could not be reached.
    2016-12-20 | belinda.t
    domain is not mapped to the site, once the A record is updated, please map the domain.
    2016-12-15 | catherine.c
    left voicemail & emailed her our GoDaddy info for transfer.

    Leave a Comment:




    Re-Activating Site 
    Notes | 2016-12-02 | Justin | #64452 |

    Client called – said they like what the other company has done for SEO for them but don’t like the other services they have done and how they respond to clients – told client that the SEO was our company – their existing company could not have done the great SEO under a month – Client understands it was our great technique in how we build websites – wants to do marketing after site is live – has a budget of $1,000/m it seems

    Told client reactivating fee is $500 but I will provide it for him for $250 – very nice – will most likely call me on Monday to start again


    2016-12-14 | justinn
    Had a long conversation with Candace - then spoke with Dr. Halaweh for a brief moment - educated her on what we do, what is going on, and what to expect - they are in a contract until end of the month - will want to work with us then - awaiting for Candace to email Rachel to give me permission on her behalf to relocate the website back to us - dr is currently doing adwords with rachel - wants to do it with us - sent her a thorough email
    2016-12-07 | catherine.c
    I'll close the cancel account task. Thanks for update.
    2016-12-07 | justinn
    Will switch back to us at the end of the month

    Leave a Comment:




    cancel account closed
    Task: Website | 2016-11-16 | Catherine C. | #63330 |

    Please change status from Client to Old Client once you have done EVERYTHING in the cancellation process – Thank you – Speak with Belinda if you need any clarifications


    2016-12-07 | catherine.c
    Client is re-activating site.
    2016-11-29 | catherine.c
    Rachel requested DNS settings but notified her account will be cancelled and settings will not work.

    Leave a Comment:




    Domain Transfer closed
    Task: Other | 2016-11-09 | Justin | #62828 |

    Please contact:

    Rachel Dyas
    Digital Marketing Strategist
    RevLocal — You’re In The Right Place
    800-456-7470 x 6130
    O: (740) 326-9370
    RDyas@RevLocal.com


    2016-11-16 | catherine.c
    We do not own domain. It is under doctor's GoDaddy account. Justin has notified Rachel.
    2016-11-16 | justinn
    Hello Justin! I wanted to follow up and see when the domain transfer will take place. Thank you,

    Leave a Comment:




    Start Cancellation Process closed
    Task: Other | 2016-11-03 | Justin | #62429 |

    See Accounting Note Below.

    Please send client all design files and credentials. They will host site on their own.


    2016-11-16 | justinn
    Please change status from Client to Old Client once you have done EVERYTHING in the cancellation process - Thank you - Speak with Belinda if you need any clarifications
    2016-11-11 | catherine.c
    all files sent to Candace.
    2016-11-09 | catherine.c
    Could you send me the files you mentioned? Thanks.
    2016-11-09 | justinn
    Where are we at with this?
    2016-11-03 | belinda.t
    Need copy of parent theme, their theme, database and plugins. I will provide tomorrow.

    Leave a Comment:




    Please Stop All Charges (ASAP – Nov 9th) closed
    Task: Accounting | 2016-11-03 | Justin | #62428 |

    Good Morning Justin,

    Can you please stop any and all services that Katy Dental Experts has with your company. We thank you for all your services!

    Thank You

    Candace R
    Katy Dental Experts
    832-321-5799


    2016-11-04 | chandra.t
    Charges stopped.

    Leave a Comment:




    Response to Cancellation/Frustration 
    Notes | 2016-10-21 | Justin | #61726 |

    Candace,

    After having a meeting with my team, investigating our database of your account & speaking to my CEO, it appears that we have done everything correct on our end.

    Your frustration & concerns were:

    1) Calls were never returned
    2) You felt that you were being transferred and dealt with so many people
    3) Socials (in which you are paying for) were posted late & that we have done nothing on our end, therefore, you had requested a refund

    Our company has a database and we log every single follow-up, edit, issues, etc…
    I will address each concern for you below.

    1) Calls were never returned
    After investigating our log for your account, all your calls from the day you introduced us as the main point of contact & new office manager for Katy Dental Experts (September 26th, 2016) — we had responded to your calls & requests the same day.

    I spoke with you that day as we introduced ourselves to one another. You had edits in which I sent over to my team to contact and complete for you that same day. You had inquired about how to log into the control panel & I assisted you with what was included in your package and how much the package was. (See Attachment “Email”)

    My team has logged every single follow up regarding edits, call backs, etc..

    A potential factor could have been that when they called to ask to speak to you but left a message, it did not reach you as they could have been seen as “solicitors” to staff that were unfamiliar with our company or never dealt with our company.

    I, myself, as you had agreed over the phone, have been very responsive to you.

    2) You felt that you were being transferred and dealt with so many people
    I understand that you were overwhelmed or felt that you were being passed around to different people when you were looking to get certain tasks done. I definitely would not want you to have that impression of us.

    As Jan mentioned in an email where he provided you the login credentials to the social medias that WE created for you — because the previous company was uncooperative in assisting us — he and I mentioned that we have different departments & managers who will assist your needs.

    Desirae: Your Designer
    Jan: Your Social Media Manager
    Justin: Your Consulting Manager
    Customer Support Team that manages all our client’s edits.

    I assure you that this is a very normal process and we work to streamline things as smooth as possible.

    Dr. Halaweh & Felicia first spoke with me to order, Desirae was introduced to start the design process and Jan came into the picture last to take care of the social media postings & schedule.

    3) Socials (in which you are paying for) were posted late & that we have done nothing on our end, therefore, you had requested a refund.
    Unfortunately, after speaking with our CEO and our review of your account, we are unable to process a refund for the monthly fee — as the services have been rendered.

    Here is the log below — You can also refer to the date posted on your website for the Blog:
    (http://katydentalexperts.com/category/blog/)

    08/10/16 – Social Intro was sent, currently waiting for topics.
    08/29/16 – Desirae received requested blog topics.

    09/1/16 – Dental Health and Your Diet
    10/1/16 – Dental Implants – POSTED (Received on 9/8)
    11/1/16 – Cosmetic Dentistry – SCHEDULED (Received today)

    Other topics you requested to be created for the next upcoming months:
    4.) Periodontal (Gum Disease)
    5.) Veneers & Extractions

    In an email Jan had sent to you on October 19th, 2016 (after you got off the phone with him), he provided you the requested Social Media Credentials for the social medias in which WE created for you.

    Since Tina (the person who created your original social medias) was being uncooperative in assisting us with the transfer of your ORIGINAL social media accounts, we did not want to waste time and created the social medias on our end & linked them to your sites.

    Here is what Tina created for you, and we couldn’t get assistance to take over and manage:
    https://www.facebook.com/katydentalexperts/?hc_location=ufi
    https://twitter.com/katydentalxpert (<--- expert was spelled xpert --- FYI) https://plus.google.com/108478242891755604276/about I feel that you are under the impression that we have created all these for you. Hence, our phone conversation, when I mentioned to you that the facebook page above was not created by our company. See below for OUR social media pages we created and have posted to: Katy Dental Expert - Website URL: http://katydentalexperts.com/ UN: anashalaweh PW: 360_ katydentalexperts Please navigate to the bottom of your website and click on the login link Katy Dental Expert - Social Media Facebook URL: https://business.facebook.com/Katy-Dental-Experts-1369700553040180/ Login as Anas Halaweh (There are currently two personal Facebook Profiles) Google+ URL: https://plus.google.com/100340867151121110865/ UN: katydentalexperts@gmail.com PW: Dentalexperts76! Twitter URL: https://twitter.com/Katy_Dental UN: Katy_Dental PW: 360_katydentalexperts I remember during our long conversations together as well, I cleared up some information with you that you were looking at the social medias and other sites that weren't created/controlled by us. I felt your frustration was towards us because you were under the wrong impression of our company. I showed you there after what we have done and you were looking at the wrong listings/sites. At the end of the day, I respect your decision and it is very sad to see that you are canceling with our company. I am doing my best to accommodate you accordingly and would hope that you would continue with our company -- if not, I wish to part ways on a good note. Per your request, once again, attached is the original proposal in which was presented to your practice and ordered via phone (August 8th, 2016 -- by Dr. Halaweh). Platinum Package w/ Blog: $5,000 + $249/m 3 Installments spread 30 Days Apart (Per Dr's Request & My Authorization) 1st payment: $2,000 2nd payment: $2,000 + $249/m 3rd payment: $1,000 In a separate email, I will send you the website files to your website which I am gathering from my team. PLEASE SEND ME AN EMAIL CONFIRMATION WHEN YOU ARE READY TO CANCEL YOUR SERVICE WITH US. I will then process your cancellation and your site will be down on OUR server. Thank you and please let me know if you have any further questions or clarifications.


    2016-11-01 | justinn
    opened via sidekick
    2016-11-01 | justinn
    Emailed F/U
    2016-10-31 | jan.s
    I followed up via email: Provided admin access for FB, provided credentials for Twitter, and we do not manage yelp.
    2016-10-31 | justinn
    Hello Justin! My name is Rachel Dyas and I am working with Candace and Katy Dental Experts on their online marketing and need your help. I have also left you a voicemail. Candace gave me your contact information so that you can help me out with the following: 1. Facebook Admin Access (if you could please add rdyas@revlocal.com as an admin to the Facebook page that would be great – I have already liked the page so you should be able to do this) 2. Twitter Access (the login credentials that were provided in an email from Jan S. are not working) 3. Yelp Business Listing login (it looks like the username email is smile@katydentalexperts.com but I do not know the password) Thank you in advance for your help! Rachel Dyas Headshot Rachel Dyas Digital Marketing Strategist RevLocal — You're In The Right Place 800-456-7470 x 6130 O: (740) 326-9370 RDyas@RevLocal.com
    2016-10-26 | justinn
    opened via sidekick

    Leave a Comment:




    Cancellation Note 
    Complaint | 2016-10-21 | Justin | #61717 |

    Client wants to cancel because she mentioned a few things she was frustrated with:

    1) Calls were never returned
    2) Dealt with too many people (said she was being passed around to be dealt with)
    3) Social Medias were not rendered & posted properly & on time

    They have already signed up with another company.
    She wants me to send over files, login credentials and everything they need to set up the site on their end.

    She will email me when she is officially cancelling to make sure that the website will not lose downtime.

    She asked to get a refund for the monthly fee because she said we have done nothing to her social medias and blogs were only posted because she called and complained about it — they were posted recently.

    I addressed to Candace before that we have different departments hence why she spoke with 2-3 different people. She was not angry or upset with me, she mentioned it was just the customer experience. I told her as well that I always called her back and returned her calls. She said she knows, it was other people. I couldnt find out who. Log shows we have been pretty good at calling her back for all her requests. Could be that front desk thought we were solicitors and did not give messages.

    I told her I will look into this and confirm everything via email.
    After checking all the facts, if we did nothing wrong on our end, I will point it out to the client.


    Leave a Comment:




    Frustration 
    Complaint | 2016-10-19 | Jan S. | #61473 |

    Candace is frustrated. She feels as if she is just being passed around. I explained to her that we all serve different roles for her account. I have also provided all of the necessary credentials she needs to access her website and social media via email as requested on phone. I have assured her that she is being taken care of and she understands.


    Leave a Comment:




    Domain Issue 
    Notes | 2016-10-12 | Desirae.G | #60986 |

    Client’s domain is pointing back to the old website. All DNS records appear to be correct both in their GoDaddy account and on our end. Contacting GoDaddy to resolve this issue.


    2016-10-12 | desirae.g
    Issue has been resolved.
    2016-10-12 | desirae.g
    old A record info: WSB Published Site / 600 seconds

    Leave a Comment:




    Google + closed
    Task: Social | 2016-10-11 | Desirae.G | #60925 |

    Candace called this morning to inform that their Google + page has been verified. Can you please contact her with the next steps? I sent an email to both of you also.


    2016-10-13 | jan.s
    I called Candace and updates the notes on CP in the social media section, closing task.

    Leave a Comment:




    Billing 
    Accounting | 2016-10-07 | Chandra | #60757 |

    Candace called to put on hold the final installment of the website design due 10/9/16 until they receive the business credit card. They will contact us with and updated CC.


    2016-10-14 | chandra.t
    Candace updated CC via phone per Rod (Visa ending in 9396). I called her to confirm we were charging the final installment $999 and one monthly web $249.

    Leave a Comment:




    Web Edits via Phone Call closed
    Ticket: Website | 2016-10-05 | Desirae.G | #60568 |

    Home page under “Advanced High Tech Dentistry”
    -second paragraph first sentence: replace the FIRST SENTENCE with “Dr. Halaweh graduated from Boston University school of dental medicine with a master degree in oral biology and periodontology. Dr. Halaweh is a Diplomate for American Board Of Periodontology.”


    2016-10-05 | catherine.c
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Chandra closed
    Task: Other | 2016-09-26 | Justin | #59885 |

    Please send me invoice and breakdown – Candice whats to see what he is paying for (breakdown).


    2016-09-26 | chandra.t
    Sent Justin invoice and breakdown.

    Leave a Comment:




    Info Incorrect on Dr’s Bio closed
    Ticket: Website | 2016-09-26 | katydentalexperts@gmail.com | #59868 |

    Information incorrct on website : Dr went to Boston University


    2016-10-04 | catherine.c
    appears to be corrected. called Candace and confirmed. She will edit if needed.
    2016-09-26 | catherine.c
    Hello Dr. Anas Halaweh,

    Regarding your ticket #59868 labeled -Info Incorrect on Dr’s Bio, please let us know where on this page should Boston University be added. The doctor's bio currently contains references to Boston University.

    Thank you!

    Leave a Comment:




    Please Contact Candice closed
    Task: Website | 2016-09-26 | Justin | #59859 |

    She has some edits she wants to do – assisted her already with how to log into control panel


    2016-10-04 | catherine.c
    no other edits needed. closing.
    2016-09-27 | catherine.c
    Left voicemail.

    Leave a Comment:




    Voicemail closed
    Task: Other | 2016-09-26 | Chandra | #59832 |

    Candice (new office manager) left 2 messages regarding the account. She wanted to introduce herself and had some questions. Please call 832-321-5799.


    2016-09-26 | chandra.t
    Candice called, please call.

    Leave a Comment:




    Marketing Estimate 
    Marketing | 2016-09-12 | Justin | #58990 |

    $299/m: Adwords Management

    Spoke with Felicia – very nice – she wanted to know what her package involved – told her the breakdown – she thought that marketing was included – told her what we are doing for her site is for SEO – Marketing on the other hand is for additional exposure – explained to her SEO & marketing can be confusing and you think it is the same but it is not – she thinks the doctor is going to flip out because he might not be aware of additional costs – i told her that the doctor originally wanted to do adwords and I will be able to assist him with that once the site is set up – told her how we can do it different from other companies or from the doctor alone

    Told her that practices can spend about $1,000/m which is normal for MARKETING alone.
    Now clients can set up their own marketing or pay that $1,000 to a marketing company.

    What happens then is that the marketing company might only utilize $500 of it or if the doctor does it himself – he might be wasting money

    Our company is transparent, lets them control budget and will be able to get rid of waste.
    $300 for us to manage – $700 for them to do the marketing (for example, which equals $1,000) but we can give them BETTER results if they were do to $1,000 themselves or with any other company.

    She will talk to doctor and give me a call back – she wants to make sure dr is aware


    Leave a Comment:




    Asked for Google Review 
    Notes | 2016-09-07 | Justin | #58642 |

    Emailed client for Google Review – called as well but only got to the office manager – will follow up next week regarding Marketing & will ask again for Google Review


    2016-09-09 | justinn
    Called Felicia - about to go to voicemail - she hung up
    2016-09-08 | desirae.g
    Justin, I just spoke with Felicia and she would like for you to call her to discuss marketing.

    Leave a Comment:




    Google Analytics 
    Notes | 2016-09-06 | Desirae.G | #58608 |

    Set up Google Analytics. Waiting to set up email.


    Leave a Comment:




    Social Media Access 
    Notes | 2016-09-02 | Desirae.G | #58511 |

    Update 9/02/2016: login credentials for Twitter seems to have been changed. We have notified Dr. and Felicia about this and are in the process of getting resolved. Also, client has decided to create a new FB page since they are not able to access old one.


    2016-10-05 | desirae.g
    Update 10/04/2016 - Candace and Dr. Halaweh called and requested the login credentials to their CP, Dashboard, and social media accounts. Jan has advised them about social media and I have sent login credentials.
    2016-10-03 | desirae.g
    Update 10/03/2016 - Spoke with Candance and caught her up to speed regarding the social media accounts. I advised for her to follow the instructions from Google email and she will let me know once completed.
    2016-09-23 | desirae.g
    Update 9/23/2016: emailed Felicia asking for an update.
    2016-09-19 | desirae.g
    Update 9/19/2016: advised Felicia to email Google support.
    2016-09-15 | desirae.g
    Update 9/15/2016: client asked for the status of social media. I advised her to email Google support tomorrow for the next steps.
    2016-09-12 | desirae.g
    Update 9/12/2016: informed client that we have to wait 4-5 more days to see if we get a response from their previous social media company about taking over their Google +. if not, I advised client on the next step.
    2016-09-07 | desirae.g
    Update 9/08/2016: client wants us to create all new social media pages. Please update me with their new login credentials so I can notify client.
    2016-09-06 | desirae.g
    Called Felicia to follow up with social media. Left VM.

    Leave a Comment:




    Going Live Items closed
    Task: Social | 2016-09-02 | Desirae.G | #58487 |

    1. Please add domain(s) to statuscake.com
    2. Complete 301 Redirects
    3. Setup Analytics & Reporting
    4. Add following lines to end of robots.txt file:

    User-agent: ia_archiver

    Disallow: /

    FLUSH CACHE in wordpress after the changes have been made.


    2016-09-20 | desirae.g
    All items completed. Closing.
    2016-09-02 | desirae.g
    Issue with Google setting up email for Analytics. Looking into this problem.

    Leave a Comment:




    Email: Your Website is Live 
    Design | 2016-09-02 | Desirae.G | #58486 |

    Hello Dr. Halaweh,

    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://katydentalexperts.com

    If you would like to make changes to the website in the future, you may always log in by going to the bottom of your website and clicking “Login.” You can always submit a ticket on the dashboard as well. We welcome any questions regarding the website editor.

    Thank you!

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    Old MX record & IP 
    Notes | 2016-09-02 | Desirae.G | #58469 |

    0 katydentalexperts-com.mail.protection.outlook.com 207.46.163.106 10 min Blacklist Check SMTP Test

    184.168.131.233


    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2016-08-31 | Desirae.G | #58277 |

    Hello Dr. Halaweh,

    Your website is ready for your review.

    We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have. Please let me know the best available time to call you so we can go over the website.

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

    LOGGING IN

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

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

    Username: anashalaweh

    If you would like to make changes to the website in the future, you may always log in by going to the bottom of your website and clicking “Login.” You can always submit a ticket on the dashboard as well. We welcome any questions regarding the website editor.

    Thank you!

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    Social Media Access 
    Notes | 2016-08-30 | Desirae.G | #58169 |

    Client has been having a problem accessing social media accounts. He has reached out to 3rd party who manages his accounts but will not give him credentials. I will contact them to get this figured out.


    Leave a Comment:




    Draft Submitted 
    Concepts | 2016-08-15 | Desirae.G | #57214 |

    Hello Dr. Halaweh,

    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 the text and images can be changed at any time. Right now we want to focus on the layout and colors of the design.

    In relation to mountprospectsmiles.com, I chose this design because it is dark with bright accent colors to match your logo and it has a modern, elegant feel. Additionally, it is easy to navigate and has a lot of images and content.

    Please let me know if you have any questions or concerns. Thank you for your time, and I am looking forward to your feedback!

    Best,
    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    DQ Submission 
    Notes | 2016-08-10 | Desirae.G | #56880 |

    Your Name: DR. A. Halaweh
    Desired Domain(s): www.katydentalexperts.com
    Practice Name: katy dental experts
    Secondary Title (Dr. Name): Dr. A. Halaweh
    Practice Address:
    Street Address: 6840 S. Mason RD suite 600
    City: katy
    State / Province: TX
    Postal / Zip Code: 77450
    Country: United States
    Practice Telephone: (832) 321-5799
    E-mail for Patients: smile@katydentalexperts.com
    Sections:
    -Social Media Links
    -Featured Services
    -Promotions
    -Testimonials
    -Video
    -Contact Form
    -Membership Logos
    -Office Map
    -Doctor’s Bio
    -Office Summary
    Overall Feel:
    -Modern
    -Elegant
    -Visual (Minimum Text)
    -Lots of Content
    Image Types:
    -Your Images (Upload or Email)
    -People
    Ethnicity: Caucasian
    Age Group:
    -Children
    -Teen
    -Adults
    -Elderly
    Demographic:
    -Working Class
    -Upscale
    Specialty: General and speciality
    Top 3-4 Services:
    -implants
    -cosmetic
    -periodontal/gum disease
    -veneers extractions
    Any Additional Comments/Requests?
    i have a website through godaddy and want all changed.
    godaddy account:
    user: anashalaweh or dr.ahalaweh@gmail.com
    pass: judjen2001&9G


    Leave a Comment:




    Email: Social Intro 
    Design | 2016-08-10 | Jan S. | #56878 |

    Hello Dr. Halaweh,

    While we work on your website, we’d also like to start your Social Media accounts as soon as possible. Please provide either your credentials or admin / manager access for all three social media accounts. If you choose to provide us admin / manager access, please provide that for the email address social@optimized360.net. Once you have finalized your artwork with your designer, I will update your artwork for all three social media accounts.

    Facebook: https://www.facebook.com/katydentalexperts/
    Google Plus: https://plus.google.com/108478242891755604276/
    Twitter: https://twitter.com/katydentalxpert

    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:




    Interview Notes 
    Design | 2016-08-09 | Desirae.G | #56814 |

    Example:
    http://www.mountprospectsmiles.com/

    LAYOUT
    -clean and easy to navigate
    -sectional (like mountprospectsmiles.com)
    -easy to request appointment
    -feature social media on every page

    FEEL
    -modern
    -elegant
    -visual with lots of content

    COLORS
    -likes dark with light text (but open to white with dark text if it looks good)
    -bright but not too vibrant
    -attention grabbing
    -keep with logo colors (light/dark blues)

    IMAGES
    -wants pictures & videos (for services)
    -prefers people (but up to us to add objects or others)
    -currently has lots of office images to use

    CONTENT
    -informative
    -more images but wants full, descriptive content
    -wants his main certifications & education listed
    -custom content for his bio/office

    Notes:
    -SEO and social media are highly important to Dr. (person who was previously in charge of social media will not grant him access. asked us for help)
    -does NOT like his current website
    -wants to keep logo
    -mentioned 360 Google
    -only Dr. Halaweh and 1 other general dentist for now


    Leave a Comment:




    Create Temp Site closed
    Task: Social | 2016-08-08 | Desirae.G | #56769 |

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


    2016-08-18 | jan.s
    Created new custom surge tempsite and user, ported content from original site, and submitted a FTP ticket to Pagely, closing task.
    2016-08-18 | jan.s
    Scratch earlier comment.
    2016-08-18 | jan.s
    Created tempsite from scratch via GoDaddy.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2016-08-08 | Desirae.G | #56768 |

    Hello Dr. Halaweh,

    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 some time to fill out the Design Questionnaire.

    After we gain a better sense of what you are looking for I can start the design process. I will be calling you on Tuesday, August 9th at 11am PST to get started.

    I look forward to working on this design with you!

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    301’s 
    Notes | 2016-08-08 | Desirae.G | #56767 |

    Home


    http://www.katydentalexperts.com/home.html
    http://www.katydentalexperts.com/company.html
    http://www.katydentalexperts.com/services.html
    http://www.katydentalexperts.com/contact-us.html
    http://www.katydentalexperts.com/schedule-an-appointment.html


    Leave a Comment:




    Please Set Up Monthly Blog Schedule closed
    Task: Social | 2016-08-08 | Justin | #56743 |

    Client gets 1 blog per month


    2016-08-10 | jan.s
    Social Intro email was sent, CP notes were updated, closing this task.

    Leave a Comment:




    New Project Notes closed
    Task: New Project | 2016-08-08 | Justin | #56742 |

    client has existing site (please make sure you do 301 re-direct)

    Please call doctor on his cell tomorrow at 11am (PST)

    Sent Dr. Questionnaire to fill out

    Refer to old site for some info as well


    2016-08-08 | belinda.t
    Wants custom content for office pages.

    Leave a Comment:




    New Order – Platinum Package w/ Blogging (Phone Order) closed
    Task: Accounting | 2016-08-08 | Justin | #56741 |

    Platinum Package w/ Blog: $5,000 + $249/m

    3 Installments spread 30 Days Apart
    1st payment: $2,000
    2nd payment: $2,000 + $249/m
    3rd payment: $1,000


    2016-08-09 | chandra.t
    Charged.

    Leave a Comment:




    Website Estimate 
    Estimates | 2016-08-02 | Justin | #56370 |

    Spoke with Dr. Anas – very nice – very technical had a great conversation with him – gave him the incorrect numbers for Platinum Package in original proposal – told him it is $5,000 now without logo – he already has it – talked about custom blogging – wants adwords campaign as well – will discuss with his team and get abck to me – wants 2 days to review


    2016-08-08 | justinn
    Spoke with Dr. Anas - had a few questions - he spoke with Marketing360 - wants to charge him like $2,000/m - asked how we differ - told him about our ratings and reviews - asked if we can do 3 payments of $2,000, $2,000, $1,000 - told him if he gets started today I will do it for him - he liked what we have to offer better - will call me back - very nice
    2016-08-05 | justinn
    opened via sidekick
    2016-08-05 | justinn
    tried calling a few times - # does not work
    2016-08-03 | justinn
    opened via sidekick

    Leave a Comment:




    Website Estimate 
    Estimates | 2016-08-02 | Justin | #56325 |

    Felicia called in – wants a one stop shop – paying multiple companies – very nice – likes our company – said there was nothing keeping her from moving forward with us today – doctor will be in the office this friday – call at 9am – wants to see examples & stats – wants to improve social with custom articles not generic – wants someone to be knowledgeable of their area – sent custom proposal


    2016-08-02 | justinn
    I did the mailing myself already
    2016-08-02 | justinn
    opened via sidekick
    2016-08-02 | justinn
    please mail

    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    .360temp.com

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

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

    Analytics by Client

    Shared Dropbox
    Custom Content
    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

  • FTP / Logins
    Website Location:
    Godaddy / 360 Sites
    Subdomain
    FTP USER

    FTP PW

    Shared Dropbox
    Domain Information
    Exclusivity
    Ownership
    Client Registrar
    Hosts Email
    Website Hacked
    Hacked on:
    Resolved?


    Alias Info
    Registrar Login
    Milestones
    Introduction: 2016-08-08
    Questionnaire: 2016-08-08
    Site Download/Site Sucker: 2016-08-08
    Temporary Site: 2016-08-08
    Concept: 2016-08-15
    Approved: 2016-08-18
    Add to Upwork
    Add Developer to Temp Site
    Review: 2016-08-29
    Design # and Download:
    Image Optim: 2016-08-31
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301: 2016-08-08
    Update Other Products:
    Status Cake: 2016-09-02
    Live Online: 2016-09-02
    Analytics Setup: 2016-09-02
    Analytics Report or Jetpack Setup: 2016-09-20
    Analytics ID:
    Google Account

    Analytics by Client
    Custom Content
    Ordered Topics: (please submit a separate ticket)
    ADDITIONAL EMAIL TO:


    Additional Recipients:




    Previous Concepts:
    Additional Recipients:

    Message for Client:

    Task for Developers:




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



    ADDITIONAL EMAIL TO:

  • MILESTONES
    Website Backup:
    Introduction:
    Questionnaire:
    Concept: 2016-08-15
    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: 2017-01-06
    Account:
    Waiting for Live Website
    Ad Setup
    Test Ad
    Active
    Paused
    Cancelled
    SEARCH ENGINES
    Adwords
    Yahoo/Bing
    Remarketing
    Display (generic)
    Video
    Mobile
    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
    Cancelled

    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2016-08-08
    2016-08-09
    Mobile
    Fluid Responsive
    2016-08-08

    Videos
    2016-08-08

    Marketing
    2017-01-06

    Reputation

    2017-02-14
    2017-02-14
    Facebook
    2016-08-08

    Google Plus
    2016-08-08

    Blog
    2016-08-08

    SEO
    2017-03-14

    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2016-08-02 | Justin | Website Estimate Ordered

    Platinum Package (No Logo)


    Initial: 2 Payments of $2,499
    Monthly: $249/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

    Educational Videos

    High-Quality Videos for Patients

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Social Marketing

    Monthly Blogging with Custom Content

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x No Contract (Month to Month)

    Adwords Management

    Regular Price:

    Initial: Payments of $0
    Monthly: $299/m

    PPC Management

    Google Adwords Management

    **Client has 100% access to campaign - no contract - client will be able to control budget

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-08-08 | justinn
    Spoke with Dr. Anas - had a few questions - he spoke with Marketing360 - wants to charge him like $2,000/m - asked how we differ - told him about our ratings and reviews - asked if we can do 3 payments of $2,000, $2,000, $1,000 - told him if he gets started today I will do it for him - he liked what we have to offer better - will call me back - very nice
    2016-08-05 | justinn
    opened via sidekick
    2016-08-05 | justinn
    tried calling a few times - # does not work
    2016-08-03 | justinn
    opened via sidekick
    Estimates | 2016-08-02 | Justin | Website Estimate Expired

    Platinum Package


    Initial: 2 Payments of $1,999
    Monthly: $149/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

    Educational Videos

    High-Quality Videos for Patients

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build a Logo

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x No Contract (Month to Month)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-08-02 | justinn
    I did the mailing myself already
    2016-08-02 | justinn
    opened via sidekick
    2016-08-02 | justinn
    please mail