George A. Smith l George A. Smith l CP 2017

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

Reports | Client List | Lookbook | FAQ | Pricing

Alt. Contacts

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

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

Profile ID: 102446
Client
Old Client
Lead

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

DOMAIN INFO

MX WHOIS IP

LATEST NOTES

Add a Note

CATEGORY: Note Sales Marketing Accounting Design Social Complaint

Add a Task

CATEGORY: Acct. Website Sales Marketing Technical Social Blog Other

Add a Ticket

CATEGORY: Website Sales Marketing Technical Social Blog Other

Start Cancellation

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

Domain
Notes | 2018-02-22 | Chandra | #118292 |

djohnson@lucentspot.com – Dan requested we transfer the domain, informed him we could not make changes to the account without Dr. Smiths approval.

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Transfer of Ownership
Accounting | 2018-02-12 | Chandra | #117978 |

Dan called (dan@lewishealth.com), mentioned Dr. Smith is ill and closing/selling his practice. Dr. Nicholas Cox may be taking over the website. Sent him the Transfer of Ownership form with options for a different monthly plan.

Leave a Comment:

Start SEO – Plano Dentist closed
Task: Website | 2017-02-22 | Danny | #70036 |

Please start SEO for this client. Should’ve started back in Sept 2016 but it was missed.

2017-02-22 | justinn
Woorank: 54.7 - does not need any improvements - sent to Naveed

Leave a Comment:

SEO NEVER STARTED
Complaint | 2017-02-22 | Danny | #70035 |

Alec came across this account with NO SEO work started. Client ordered in August through Shelby. Account was not setup properly. Onsite was started by chan on Sep 2 but was never processed to Naveed to get started.

Will Setup a task for Justin to start SEO work.

Leave a Comment:

Going Live Items closed
Task: Social | 2016-09-09 | Desirae.G | #58753 |

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 tasks completed. Closing.
2016-09-20 | desirae.g
Shelby - thank you for the update. I have explained to her multiple times how to log in and view the website, but I will email her again. Thanks!
2016-09-20 | shelby.k
Desirae - I spoke to carol she is just concerned that when she searches for "Dentist in Plano" the website or dr. smith is not showing up right now. Told her it takes 3-6 months to really start to see it working. but the adwords will help. She would also like an email sent to her explaining how to log in and see the website and make sure that the New Patient Special was added.
2016-09-19 | desirae.g
Shelby - Carol is inquiring about changing the words on Google when searching for Dr. Smith. Please call to discuss details 972-867-4430
2016-09-13 | desirae.g
Google Analytics will not allow you to set up email, but you can still set up Analytics report. Belinda is looking into the problem.

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Email: Your Website is Live
Design | 2016-09-09 | Desirae.G | #58752 |

Hello Dr. Smith ,

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://georgesmithdds.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

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Old MX record & IP
Notes | 2016-09-08 | Desirae.G | #58708 |

0 smtp.secureserver.net 72.167.238.29 60 min Blacklist Check SMTP Test
10 mailstore1.secureserver.net 68.178.213.244 60 min Blacklist Check SMTP Test

50.63.202.36

Leave a Comment:

Logo closed
Task: Website | 2016-09-06 | Desirae.G | #58595 |

Please add client’s logo to website and make sure it fits accordingly.

2016-09-07 | desirae.g
thank you!
2016-09-07 | developerbrijesh
done please check.

Leave a Comment:

Setup On-Site SEO closed
Task: Sales | 2016-09-02 | Danny | #58503 |

please setup and lmk when done. Thanks.

2016-09-26 | chandra.t
51.4 > 52.4
2016-09-26 | chandra.t
51.4, the only improvement would be to hard code the social links so they are read. That area is restricted access for Surge sites. Checking with Rod to see if/how to proceed.

Leave a Comment:

Draft Submitted
Concepts | 2016-09-01 | Desirae.G | #58385 |

Hello Dr. Smith ,

Attached is a draft for your logo. Please let me know of any changes you would like to see and/or if you would like me to add this to your website.

Thank you!
Desirae

Leave a Comment:

Email: Your Website is Ready
Custom Ready | 2016-09-01 | Desirae.G | #58375 |

Hello Dr. Smith ,

Your website is ready for your review.

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

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

Username: georgesmith

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:

Setup Business Review Central closed
Task: Other | 2016-08-30 | Danny | #58149 |

jan, please setup and link to/from their website’s testimonial page. Talk to me with any question.

2016-09-15 | jan.s
Closing task.
2016-09-02 | danny.n
looks good Jan. Ok to close. TY
2016-09-02 | jan.s
Resubmitted BRC to review, currently waiting for results.
2016-08-30 | danny.n
Jan, it is not complete.
2016-08-30 | jan.s
I have already created this a while back but I linked it on their website since the tempsite was set up, please review.

Leave a Comment:

Client Approved!
Design | 2016-08-24 | Desirae.G | #57799 |

2016-09-01 | desirae.g
Thank you Shelby!
2016-09-01 | shelby.k
Carol called and asked that you give her a call when you get in today.

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Follow Up
Notes | 2016-08-17 | Desirae.G | #57399 |

Spoke with Madge to see if they received design draft. Her and Dr. Smith will go over it soon and contact me or Belinda with feedback.

2016-08-24 | desirae.g
Spoke with Carol about design draft. A few changes: -does not do Invisalign or Dentures! -change "Quality Cosmetic Care" to "Implant Restoration" -will send their own Patient Success Stories -add ensignia to logo

Leave a Comment:

Draft Submitted
Concepts | 2016-08-16 | Desirae.G | #57332 |

Hello Dr. Smith,

Based off of our discussion I have compiled a design draft for your review. This design incorporates light blues and is easy to navigate. Please take a moment to review this concept and let me know of any changes you would like to see. Right now we want to focus on the colors and layout of the design, as the images and text can be changed at any time.

Thank you and I’m looking forward to your feedback.

Best,
Desirae
desirae.g@optimized360.com

Leave a Comment:

Email: Social Intro
Design | 2016-08-16 | Jan S. | #57329 |

Hello Dr. Smith ,

While we work on your website, we’d also like to start your Social Media accounts as soon as possible. Please provide either the credentials or admin / manager access for your Facebook page. If you choose to provide admin / manager access for us, please provide access to social@optimized360.net. Just let me know when you can provide that for me so that I can update your artwork once you have finalized your design with your designer. I have provided the link down below for your reference.

Facebook: https://www.facebook.com/George-A-Smith-DDS-1736178926646975/

As for your Twitter account, your Twitter has been officially created. I will update your artwork for your Twitter account once you have finalized your design with your designer. I have provided the URL and credentials down below for your reference.

URL: https://twitter.com/GeorgeSmithDDS
Username: GeorgeSmithDDS
Password: 360_georgesdds

As for your Google+ business page, please provide the credentials for your gmail account so that I can set up your Google+ business page directly on your Google account. Just let me know when you can provide that for me.

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

Leave a Comment:

Interview Notes
Design | 2016-08-10 | Desirae.G | #56915 |

-did not fill out DQ
-Dr. and wife are not tech savvy (didn’t go into too much detail about design aspects)
-really likes michaelmccoydds.com
-wants images and layout similar to michaelmccoydds.com
-colors: light colors, blues (in between light & dark blue)
-demographic: all ages, generally caucasian (but include other ethnicities in images)
-wants easy to read & navigate
-desired domain: georgesmithdds.com
-logo: wants dental insignia and tagline “quality family and cosmetic dentistry”

2016-08-10 | desirae.g
I agree. Thank you, Shelby!
2016-08-10 | shelby.k
Madge (I guess she also goes by Carol) Called she mentioned she is sending in the photos that were requested. She also had questions about the PPC management I let her know that once the website was done we would start the PPC because I think that if we throw too much at her she will be very confused.

Leave a Comment:

Purchased Domain: georgesmithdds.com
Notes | 2016-08-10 | Jan S. | #56912 |

The domain name georgesmithdds.com was acquired and CP was updated.

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Start Social Media – Please Verify / Blog closed
Task: Social | 2016-08-08 | Belinda | #56711 |

Please verify the accounts on client’s behalf. Try not to include them as much as possible because they are NOT tech savvy at all.

Blog

Please email Shelby to see if we should just get topics ourselves or should we request from client.

Review Mgmt – Please create.

2016-08-16 | jan.s
Requesting admin / manager access for FB. Requesting gmail credentials for G+. Create Twitter account and provided credentials via email. Create Business Review Central profile. Transferred notes to CP, closing this task.
2016-08-10 | shelby.k
Right now they are overwhelmed with just the website. Let's get the topics ourselves.
2016-08-10 | jan.s
I emailed Shelby regarding the blog, currently waiting for response.

Leave a Comment:

Create Temp Site closed
Task: Social | 2016-08-05 | Belinda | #56602 |

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

2016-08-17 | desirae.g
FTP credentials added. Closing.
2016-08-15 | desirae.g
Tempsite created. Waiting on FTP credentials.

Leave a Comment:

Email: Design Introduction
Design | 2016-08-05 | Belinda | #56601 |

Hello Dr. Smith ,

Welcome to Optimized360!

My name is Belinda 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.

Here are a few of my favorite designs that you might be interested in. Let me know if any of them stands out to you:

1. http://mysanjuancapistranodentist.com/
2. http://www.cherrywooddental.com/
3. http://bellinghamsmiles.com/
4. http://www.michaelmccoydds.com/

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.

I look forward to working on this design with you.

Belinda
belinda.t@optimized360.com

Leave a Comment:

Estimate
Estimates | 2016-08-05 | shelby.k | #56595 |

Leave a Comment:

Initial Contact
Leads | 2016-08-05 | shelby.k | #56594 |

Went to office, they called me to come in today.
Went for a meeting with Dr. and Wife they liked us better than the other company they met with. They have no website right now and no idea what they want or how it works but no they need it, and signed up for 360 plan.

Leave a Comment:

Website Design (New Design Project) closed
Task: Website | 2016-08-05 | shelby.k | #56593 |

-Madge (Dr. Wife and Front Desk) and Dr. George Smith both of them are older couple and have no idea what they want to do with online website they just know they need it.

– Son set up facebook for them and they also no nothing about it.
– Fridays Madge is available anytime to talk they do not see patients usually that day.
-Let them know to look at our designs to see what kind they are interested in and that we will be sending them some information to fill out.

2016-08-10 | belinda.t
Spoke with Carol/Madge, she was busy at the time and saw my email. Asked to be called back at 2pm central time.
2016-08-08 | belinda.t
LM for Madge, just fyi.

Leave a Comment:

New Website Order closed
Task: Accounting | 2016-08-05 | shelby.k | #56590 |

2 Initial installments of $3,749 + $499 monthly

CC provided to shelby in person ending in 7468

2016-08-05 | chandra.t
Charged.

Leave a Comment:
Domain Information

Client Registrar
Hosts Email
Alias Info

Registrar Info

Milestones

.360temp.com

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

Cancelled

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

Analytics by Client

Shared Dropbox

Custom Content

Please submit a task to create content.

ADDITIONAL EMAIL TO:
Hello Dr. George A. Smith , Welcome to Optimized360! My name is and I will be the designer working with you to get your new website up. To ensure that we have the proper information on your new website, please fill out our simple questionnaire below. Preliminary Questionnaire: https://form.jotform.com/62934768594171 We'd like for patients to utilize your website as soon as possible, therefore we've provided an efficient process: The website will be created with a simple design and your provided information. In about a week, you should receive an email with the initial content we have put together. At that time, we'll discuss design customizations available. If you have any questions, please call 1-800-997-9368 or simply reply to this email. I'm excited to work with you! 

ADDITIONAL EMAIL TO:
Hello Dr. George A. Smith , Congratulations! Your website is ready for your review. Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form. URL: http://.360temp.com WEBSITE WALK-THROUGH When is the best time to go over the options or questions you might have? I'll be glad to provide a walk-through to editing the site. If you would like to make changes to the website in the future, please feel free to email us at support@optimized360.com. We welcome any questions regarding the website's editor. Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. George A. Smith , 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://georgesmithdds.com If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Thank you!
FTP / Logins

Website Location:
Godaddy / 360 Sites
Subdomain

FTP USER

FTP PW

Shared Dropbox

Domain Information

Exclusivity
Ownership
Client Registrar
Hosts Email
Website Hacked
Hacked on:
Resolved?

Alias Info
Registrar Login

Milestones

Introduction:
Questionnaire:
Site Download/Site Sucker:
Temporary Site:
Concept:
Approved:
Add to Upwork
Add Developer to Temp Site
Review:
Design # and Download:
Image Optim:
Website is Ready: checked
Cancelled

Sitemap, Submissions, 301:
Update Other Products:
Status Cake:
Live Online: 2017-01-01
Analytics Setup:
Analytics Report or Jetpack Setup:
Analytics ID:
Google Account

Analytics by Client

Custom Content

Ordered Topics: (please submit a separate ticket)

ADDITIONAL EMAIL TO:
Hello Dr. George A. Smith , Welcome to Optimized360! My name is and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. this morning to discuss your account and review the notes you initially had. Please take a few minutes to fill out our design questionnaire below. This should give you a better idea of the variety of elements that are featured in an effective design. URL: https://form.jotform.us/61947943668171??Designer=&cpId=102446 After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead. I look forward to working on this design with you. 

Additional Recipients:

Hello Dr. George A. Smith , Based off of our discussion I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. George A. Smith , Your design has been approved! Approved concept URL: If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you'd like to mention onto the site. You'll get more opportunities to review the site and make additional changes as well. 
Task for Developers:
URL: .360sites.net Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed. Include hover effects in appropriate areas and link all buttons/links to related pages. Below are specific instructions: - add hover effects using DIVI - run all images through http://optimizilla.com/ - make sure EVERYTHING is linked - check mobile & tablet - all buttons should have a hover effect 

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

ADDITIONAL EMAIL TO:
Hello Dr. George A. Smith , Your website is ready for your review and to further customize. This is the initial time that you will see the website, therefore you will have many questions and comments! We encourage you to schedule a call to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have. Temporary URL: http://.360sites.net If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Schedule a Call: https://calendly.com/optimized360/calls Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. George A. Smith , 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://georgesmithdds.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!
MILESTONES

Website Backup:
Introduction:
Questionnaire:
Concept: 2016-09-01
Approved:
Developed:
Sitemap, Submissions, 301:
Check Other Products:
Analytics Applied:
Review:
DC is Ready:
DC is Live:
Cancelled

Previous Design #

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

Previous FTP USER

Previous FTP PW

ADDITIONAL EMAIL TO:
Hello Dr. George A. Smith , My name is and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. this morning to discuss your account and review the notes you initially had. Please take a few minutes to fill out our design questionnaire below. This should give you a better idea of the variety of elements that are featured in an effective design. URL: https://form.jotform.com/61947943668171 After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead. Schedule a Call: https://calendly.com/360-charlesb https://calendly.com/360-jessicac https://calendly.com/360-jans https://calendly.com/360-desiraeg https://calendly.com/optimized360 I look forward to working on this design with you. 

Additional Recipients:
Attach File(s):
Hello Dr. George A. Smith , Based off of our discussion I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. George A. Smith , Your design has been approved! Approved concept URL: If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you'd like to mention onto the site. You'll get more opportunities to review the site and make additional changes as well. 

Task for Developers:

URL: .360sites.net Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed. Include hover effects in appropriate areas and link all buttons/links to related pages. Below are specific instructions: Add new milestone to Upwork.com Add new milestone to Upwork.com
Add Developer to Temp Site: 360developers 360developers103259

ADDITIONAL EMAIL TO:
Hello Dr. George A. Smith , Your website is ready for your review and to further customize. This is the initial time that you will see the website, therefore you will have many questions and comments! We encourage you to <a href="https://calendly.com/optimized360/">schedule a call</a> to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have. Temporary URL: http://.360sites.net If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor. Thank you! 

ADDITIONAL EMAIL TO:
Hello Dr. George A. Smith , 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://georgesmithdds.com If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor.
Video Information

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

COMPANY
Media Med
Media Med Integrated
3D4 Dental
Optio: register w/client info
Swarm
Facebook

Account Access:
Active
Cancelled

Google Plus

Account Access: PIN: F/U: URL: Active
Cancelled

Twitter

Twitter
Active
Cancelled

9/18/17 - Twitter and Google Plus connected to Blog. - Belinda 07/06/17 - Emailed Dr. Smith to request admin access to FB again. 01/05/17 - Requested admin / manager access for FB via phone, currently waiting for a response. 11/22/16 - Google+ business page was created. Updated artwork for Google+ and Twitter. Requested admin / manager access for FB. 08/16/16 - Social Intro sent Requesting admin / manager access for FB. Requesting gmail credentials for G+. Created Twitter account and provided credentials via email.

ADDITIONAL EMAIL TO:

Hello Dr. George A. Smith , While we work on your website, we'd also like to start your Social Media accounts as soon as possible. If you have Facebook, Twitter or Google Plus profiles created, please send login credentials so that we may update what's necessary. Thank you, and we look forward to working with you. 

ADDITIONAL EMAIL TO:

Hello Dr. George A. Smith , Your social media accounts have been created and added to your website. Below are instructions per Social Media profile, please complete and confirm accounts. FACEBOOK URL: https://www.facebook.com/George-A-Smith-DDS-1736178926646975/ Please log onto your personal account and hit the "like" button on your Facebook Profile. Once you have done so, please send us the email address for your account. We will then add you as a manager of the profile. Once added, you will get a notification in your Facebook account to accept the invitation. You will be able to make posts, upload pictures and do as you please just like a personal profile. GOOGLE PLUS URL: https://plus.google.com/117064264921190635367/ Google will send a postcard to your office with a PIN number. Please send that to us for verification. TWITTER URL: https://twitter.com/GeorgeSmithDDS Username: https://twitter.com/GeorgeSmithDDS Password: 360_georgesdds Email: georgesdds@verizon.net Please log onto http://www.twitter.com and confirm the account. If the account is not confirmed, the might be marked spam in the future. We'll be glad to walk you through this process, please give us a call at 1-800-997-9368. Thank you and let us know if you have any questions! 
Facebook
Google
Twitter
Blog Schedule

Monthly
None

Notes
07/10/17 - Voicemail left requesting more blog topics. If they dont respond by end of week, come up with 6 blog topics for them and inform them that we will proceeed using these topics unless they specify otherwise. 06/19/17 - Emailed and left voice message requesting extra blog topics - CB 08/10/16 - Shelby requested that we come up with blog topics. 00.) Welcome - DEFAULT 01.) Dental Health and Your Diet - DEFAULT 02.) Bad Breath - DEFAULT 03.) How to Brush Your Teeth - DEFAULT 04.) Dental Implants - POSTED 05.) How to Floss Your Teeth - DEFAULT 06.) Dental Cleaning & Consultation - DEFAULT 07.) NOT POSTED 08.) How Diet Effects Oral Health - POSTED 09.) Teeth Whitening - POSTED 10.) Dental Sealants - POSTED

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

9/18/17 - Twitter and Google Plus connected to Blog. - Belinda 07/06/17 - Emailed Dr. Smith to request admin access to FB again. 01/05/17 - Requested admin / manager access for FB via phone, currently waiting for a response. 11/22/16 - Google+ business page was created. Updated artwork for Google+ and Twitter. Requested admin / manager access for FB. 08/16/16 - Social Intro sent Requesting admin / manager access for FB. Requesting gmail credentials for G+. Created Twitter account and provided credentials via email.
Logo Milestones

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

ADDITIONAL EMAIL TO:

Hello Dr. George A. Smith , While we work on your website, I would like to get a few notes regarding the logo design for your practice. Please take a few minutes to fill out our design questionnaire below. This should give me a better idea of the of personal elements that you're looking for. URL: https://form.jotform.com/70956298309166 After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead. Schedule a Call: https://calendly.com/360-charlesb https://calendly.com/360-jessicac https://calendly.com/360-jans https://calendly.com/360-desiraeg https://calendly.com/optimized360 Process 1. You will receive an initial five concepts to start with. We can mix and match designs! At this point, try to focus on shapes and fonts rather than color. 2. Revisions: You will get approximately to 5 rounds of revisions. Let us know what suites you and what does not, don't worry, we'll try our best to get them as close as possible! 3. Approval: After the logo is approved, we'll send you a set of files that can be used with any print shop or graphic designer. We'll also add it to the website. If you have any questions, please feel free to let me know. 

Additional Recipients:

Hello Dr. George A. Smith , Based off of our discussion I have compiled a few concepts for your initial logo design. Please pay attention to the different styles, fonts and symbols that are on the submission. Let me know what your thoughts are on each or if you'd like bits and pieces of each concept. 

Previous Concepts:

Additional Recipients:

Message for Client:
Hello Dr. George A. Smith , Your logo has been approved! Here are your finalized files: Please feel free to let us know if you have any questions regarding the files and/or have trouble viewing them. Thank you. Instructions to Place on Website (ticket) Replace the logo on current website. Here are the files:
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Reviewed:
Placed on Website:
Cancelled

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ADDITIONAL EMAIL TO:
Hello Dr. George A. Smith , We've converted the forms on your website as previously discussed. You will no longer receive the submission through email, but will be notified to log in to view submissions. You can log onto: URL: https://jotform.com Username: Password: Please let us know if you have any questions regarding the forms, we'll be happy to help. Feel free to call 1-800-997-9368 or email support@optimized360.com. Optimized360 Support

Reviewed:
Active:
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ADDITIONAL EMAIL TO:
Hello Dr. George A. Smith , Congratulations! ADApt is now installed onto your website. When patients visit your site, they will be able to click on the 'accessible' icon bar at the bottom of the screen to convert the site. Please let us know if you have any questions regarding ADApt and site accessibility. Optimized360 Support

CSR: Pagely Ticket Created:

Domain Mapping: DB Search & Replace:
Active/Completed:
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ADDITIONAL EMAIL TO:
Hello Dr. George A. Smith , We have successfully installed SSL Security Certificate on your website. You will see the domain convert from http: to https: when visiting your website. Please let us know if you have any questions regarding this. Thank you! Optimized360 Support
Email

HIPAA
Regular Email

Active
Cancelled

Inboxes Created:
BRC - Reputation Management

Pending
Active
Placed on Site
Cancelled
Marketing

STEPS
Ordered: 2016-08-05
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

"plano dentist"

ORDERED/PAID

Template

Website
2016-08-05
2016-08-05
Mobile
Fluid Responsive
2016-08-05

Videos
2016-08-05

Marketing
2016-08-05

Reputation

2016-08-05
2016-08-05

Facebook
2016-08-05

Google Plus
2016-08-05

Blog
2016-08-05

SEO
2016-08-05

Logo

SPK

DC

Email

HIPAA Form

SSL Security

ADApt

Others
2016-08-05

360 Plan
2016-08-05
2016-08-05

Estimates | 2016-08-05 | shelby.k | Estimate Ordered

Gold

Initial: 2 Payments of $1,999
Monthly: $78

Full Custom Design

Designed from Scratch

Ownership

Own the Custom Design We Create

Exclusivity

Design Will Be Exclusive to Your Area

On-Site SEO

Specialty Content | Search Submission

Educational Library

Get Access to Hundreds of Articles

Appointment Alerts

Multi-Platform (Email, Fax, Text)

Platinum

Regular Price: $5,999

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

Gold Package

Everything on Gold Package Plus

Premium SEO

Analytics | Geo-Targeting | Meta Tags

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

360 Plan

Regular Price: $7,499

Initial: 2 Payments of $3,749
Monthly: $499

Gold Package

Everything on Gold Package Plus

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)

Social Marketing

Monthly Blogging with Custom Content

Monthly Reporting

COMMENTS:

Leads | 2016-08-05 | shelby.k | Initial Contact

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

George A. Smith

Alt. Contacts

Team

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

DOMAIN INFO

LATEST NOTES

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Task for Developers:

Task for Developers:

Notes

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

Facebook

Google Plus

Twitter

Send Email Confirmation

Send Email Confirmation

Send Email Confirmation

Gold

Initial: 2 Payments of $1,999 Monthly: $78

Full Custom Design

Ownership

Exclusivity

On-Site SEO

Educational Library

Appointment Alerts

Platinum

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

Gold Package

Premium SEO

Educational Videos

Social Media Custom

Custom Blog

Logo Design

360 Plan

Initial: 2 Payments of $3,749 Monthly: $499

Gold Package

Platinum Package

Advanced SEO

PPC Management

Review Management

Social Marketing

COMMENTS:

Initial: Payments of Monthly:

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: 2 Payments of $1,999
Monthly: $78

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

Initial: 2 Payments of $3,749
Monthly: $499

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: Payments of
Monthly: