Dental Express

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    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 102528




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

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    Chargeback Dispute 
    Accounting | 2016-10-17 | Chandra | #61361 |

    Client disputed the 2 initial payments of $799 and one monthly fee $79.


    2016-10-21 | chandra.t
    Responded to Paypal with chargeback challenge.
    2016-10-17 | chandra.t
    Responded with Wepay with chargeback challenge.

    Leave a Comment:




    Take Site Down closed
    Task: Other | 2016-10-13 | Danny | #61082 |

    Please take their site down.

    Unrenew their domain as well.


    2016-12-21 | belinda.t
    Site has been archived under 360sites.net. Will remove it entirely in one year.
    2016-11-09 | danny.n
    take site down please. thx.
    2016-11-08 | catherine.c
    any updates?
    2016-10-27 | catherine.c
    autorenew turned off. any updates on this?
    2016-10-17 | danny.n
    catherine, please put a hold on taking this site down. Follow up with me in 2 weeks. Thanks.
    2016-10-13 | danny.n
    also, they are in our optizign portfolio. Need to remove there too?

    Leave a Comment:




    Stop Charges closed
    Task: Accounting | 2016-10-13 | Danny | #61081 |

    Please stop charges.

    “Dr. Lee would like to cancel all services. ” – Lindsay


    2016-10-13 | chandra.t
    Charges stopped.
    2016-10-13 | danny.n
    Lindsay had called stating dr wants to cancel. Told her to send me an email in writing.

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    Ownership & Package Upgrade 
    Leads | 2016-10-12 | Danny | #61060 |

    QUoted Lindsay $2500 to own the current one and $4,000 to upgrade to Gold. Would credit towards upgrade on what was paid.

    OVerall, dr didn’t know how hosting works. Explained to lindsay how it works and how she will have to buy hosting/support regardless. She said dr thought that after building site. there is no fees needed and it simply can just stay live even without paying us. She now undersatnds and will try to explain to dr.


    Leave a Comment:




    SEO & CONTRACT 
    Complaint | 2016-10-12 | Danny | #61054 |

    Lindsey had called. Dr was inquiring what they are paying and what they get on a monthly basis. Dr was in the background talking to her as she was talking to me. Dr was frustrated that he doesn’t see his website anywhere. Expected to be on the 1st page for SEO. His site was only luanched recently with no history.

    Dr also thought he owned the site which i explained he doesn’t. Dr claims that i said that which i told lindsey i didn’t. Told her its in our higher packages.

    Dr was overall just frustrated and doesn’t understand so I tried explaining to lindsey which she did understand how search engine works. I showed her that her domain was indexed and #1 when she googled the domain name. Gave her overview of how SEO works and how she is competiting again neighboring cities which are very competitive (Glendale, Phoenix, Tempe).

    Gave her overview of AD, G+ and SEO and how to get there. She completely understood and told me she’s understands now and it will be difficult to have dr understand. I sent her the original contract that was faxed and also the proposal so she can see on page 2 all the included default features.

    Also sent her screenshots of our clients dominating 1st page of google in Peoria (orthodontist) which is in their city so she can have confidence in our knowledge and recommendation. gave her a lot of analogies as well on the different market and the likelihood of showing.

    At this point, I am on good terms with Lindsay (office manager) and she completely agrees and understand.


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    Email: Your Website is Ready 
    Template Ready | 2016-09-28 | Jan S. | #60036 |

    Hello Dr. Lee,

    This is just a friendly reminder that your website is live and accessible to the public.

    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://arrowhead-dentist.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!

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    SEO (1st Page) Concern 
    Complaint | 2016-09-23 | Danny | #59780 |

    Dr. Lee and his staff was frustrated cause they don’t see their site online when they google. Their site was only launched yesterday.
    I spoke to Lindsey first and explained how it works and also discuss adwords. She was going to talk to dr which she did so Dr. Lee called back and was frustrated. I explained and clarified with him on how google works, seo, adwords and G+. Dr undrestands now. Dr was curious about G+ so i told him how it works and what needs to be done. I told him that lindsey mentioned somethign about a google listing that she verified recently. Told him to have that link sent to me so we can link it to the site and then direct patients there to submit reviews so he can get a better chance. I showed him his competitors on google search which he saw the # of reviews. Told him he needs at least those #s to get a chance.

    In meantime, pursuaded dr about the PPC and dr will think it over but does somewhat understand now.


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    Adword Quote 
    Leads | 2016-09-23 | Danny | #59767 |

    Spoke to Lindsey regarding ranking. Lindsey cant find their site. It was just launched yesterday. I told her that this was disucssed with dr. lee prior to web development that for seo it will take time with no guarantee. Recommend Adwords. Gave her overview of adwords and seo. gave her pros/cons as well so she understands the value. Quoted her $500-$750/m depending on the coverage of 3-5 miles. They are near glendale and phoenix. She will discuss with dr and get back to me.


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    Gallery Post closed
    Task: Other | 2016-09-22 | Danny | #59722 |

    Please create. LMK when done. Don’t publish. Thanks.


    2016-10-07 | jessica.c
    Ticket has been completed. Closing ticket.
    2016-09-27 | jessica.c
    Created & saved as a draft: https://optimized360.com/?post_type=portfolio&p=18705&preview=true

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    Email: Your Website is Live 
    Design | 2016-09-22 | Jan S. | #59709 |

    Hello Dr. Lee,

    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://arrowhead-dentist.com

    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://junglee.360sites.net/wp-login.php?action=lostpassword

    Username: junglee

    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!

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    Going Live Items closed
    Task: Social | 2016-09-22 | Jan S. | #59710 |

    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.


    2016-09-30 | robert.b
    Completed

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    Go Live closed
    Task: Website | 2016-09-22 | Jan S. | #59706 |

    Lindsay requested to go live.


    2016-09-22 | jan.s
    Arrowhead Family Dental and Denture is officially live and "Website is Live" email was sent, closing task.
    2016-09-22 | jan.s
    Original A Record: 50.63.202.39
    2016-09-22 | jan.s
    Purchased domain name: arrowhead-dentist.com

    Leave a Comment:




    Update Photos closed
    Task: Website | 2016-09-21 | Jan S. | #59592 |

    Lindsay provided new images to use for the slider and featured images, please replace current photos.


    2016-09-22 | jan.s
    I have updated the images for the slider and feature services, closing task.

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    Website Designs closed
    Complaint | 2016-09-13 | Jan S. | #59046 |

    Dr. Lee was fine during the walkthrough but tried using his website during the weekend and he did not like any of the designs. He is requested new designs to look at.


    2016-09-20 | jan.s
    Spoke with Wendy (on behalf of Dr. Lee) regarding website design changes, closing task.
    2016-09-15 | jan.s
    Called and left a message once again since he was unavailable. I also emailed him as a follow up as well, currently waiting for response.
    2016-09-13 | jan.s
    Called and left a message since he was unavailable. I also emailed him as a follow up as well, currently waiting for response.

    Leave a Comment:




    Provide Walkthrough closed
    Task: Website | 2016-09-08 | Jan S. | #58703 |

    Provide walkthrough for Dr. Lee


    2016-09-09 | jan.s
    Provided walkthrough and provided credentials for client, closing task.
    2016-09-08 | belinda.t
    Dr returned call and wants to get website up and running ASAP. Told him we can go live now if he'd like so there IS something already there. He said he'll wait for the walk through. Please call tomorrow 11pm-1pm his time.
    2016-09-08 | jan.s
    Called and left a message since Dr. Lee was unavailable. I emailed Dr. Lee as a follow up as well, currently waiting for response.

    Leave a Comment:




    Create Tempsite closed
    Task: Website | 2016-08-29 | Jan S. | #58121 |

    Please create template surge tempsite for Dental Express.


    2016-09-08 | jan.s
    The template surge tempsite For Dental Express passed review, closing task.
    2016-09-06 | jan.s
    The template surge tempsite for Dental Express was sent to review, currently waiting for results.

    Leave a Comment:




    Scheduled Design Interview 8/26 – 4pm pst closed
    Task: Website | 2016-08-25 | Danny | #57963 |

    Jan, please call Dr. Lee at 4pm on Friday on 8/26

    please reply to confirm.


    2016-08-29 | jan.s
    Quick Note: Not too keen on using his own written content like bios since he works with associates.
    2016-08-29 | jan.s
    Websites he liked: dr-landry.com (colors) and http://peoriaorthodontist.com/ (layout). Will send logo and office images, please continue from here.
    2016-08-26 | jan.s
    Dr. Lee requested another design interview since he didn't have anything in mind during the first interview.
    2016-08-26 | jan.s
    Emailed Dr. Lee as a follow up. He did not respond via phone call, currently waiting for response.
    2016-08-26 | jan.s
    Emailed Dr. Lee as a courtesy follow up confirming that I will call at 4 P.M. PST
    2016-08-26 | jan.s
    I have received this task and will call Dr. Lee at 4 p.m.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2016-08-25 | Jan S. | #57935 |

    Hello Dr. Lee,

    Welcome to Optimized360!

    My name is Jan and I will be the designer working with you to get your new website up. I had a quick meeting with your account rep. this morning to discuss your account and review the notes you initially had.

    What time would you be available so that we can schedule a phone interview? Just let me know when you are available and if you have any additional questions or concerns, feel free to contact me directly via email or phone at 1-800-997-9368 so that I can further assist you. I look forward to working on this design with you.

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    Website Design (New Design Project) closed
    Task: New Project | 2016-08-25 | Danny | #57901 |

    – Dr. Lee (referred by Dr. Howard Choi)
    – please register www.arrowhead-dentist.com

    – He is GP + Denture
    – send initial email intro to coordinate the design interview. Select a theme for the dr and adjust colors accordingly based on his preference.


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    Website Design (New Order) closed
    Task: Accounting | 2016-08-25 | Danny | #57898 |

    Website: $1,600 + $78/m

    faxed (see attached)

    Dr.-Jung-Lee
    2016-08-25 | chandra.t
    Charged and sent invoice.
    2016-08-25 | danny.n
    Chan, dr asked to send him an invoice. thank you.

    Leave a Comment:




    Phone Conference 
    Estimates | 2016-08-24 | Danny | #57831 |

    Dr asked to speak to me because he was referred by Dr. Choi. Interested in SEO cause Dr. Choi has great ranking organically and G+ (no seo program).

    Dr looking for a basic website as well very minimal pages with a very low budget. Went over the Silver which dr requested a referral discount cause $2,000 is out of his budget, was looking to spend less than a $1,000. Explained to dr the value of our service, quality of work which will help him with the SEO like dr choi. Negoitated with dr which we finally agreed $1,600.

    Dr understands SEO is not guaranteed and because site will be brand new it will take some time to build history. His best chance is to focus on the G+ listing.

    Dr gave basic info on practice and asked to reserve www.Myarrowheaddeantal.com – will reserve once faxed in. Sent dr email with contract to get started.


    2016-08-24 | danny.n
    dr will fax by tom to get started.
    2016-08-24 | danny.n
    spoke to dr. wants to go with arrowhead-dentist.com (my suggestion because he wanted www.ArrowheadDentist.com is not avail)
    2016-08-24 | danny.n
    SK: 2:23pm

    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    junglee.360temp.com

    Intro & Gallery URL: 2016-08-25
    Site Sucker & 301s:
    Site Username (subdomain):
    Map Domain in Pagely/WP: 2016-09-22
    Customizer: 2016-09-29
    Additional Pages:
    Review: 2016-09-06
    Tutorial: 2016-09-09
    Website is Ready: checked

    Cancelled
    301:
    Other Products:
    Status Cake:
    Live Online: 2016-09-22
    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:
    Questionnaire:
    Site Download/Site Sucker:
    Temporary Site:
    Concept:
    Approved:
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download:
    Image Optim:
    Website is Ready:
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    Analytics Report or Jetpack Setup:
    Analytics ID:
    Google Account

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


    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:
    Approved:
    Developed:
    Sitemap, Submissions, 301:
    Check Other Products:
    Analytics Applied:
    Review:
    DC is Ready:
    DC is Live:
    Cancelled
    Previous Design #

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

    Previous FTP USER

    Previous FTP PW

    ADDITIONAL EMAIL TO:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


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

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



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

    COMPANY
    Media Med
    Media Med Integrated
    3D4 Dental
    Optio: register w/client info
    Swarm
  • Facebook
    Account Access:
    Active
    Cancelled
    Google Plus
    Account Access: PIN: F/U: URL: Active
    Cancelled
    Twitter
    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




    Facebook
    Google
    Twitter
  • Blog Schedule
    Monthly
    None


    Notes

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



    Need topics? See a list of topics here.

    Initial Blog DQ
    Social Media Access

    Facebook

    Account Access:
    Active
    Cancelled

    Google Plus

    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

    Twitter

    Twitter


    Active
    Cancelled

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

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

    Message for Client:
    Instructions to Place on Website (ticket)
  • Username: Password:
    Reviewed:
    Placed on Website:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    CSR: Pagely Ticket Created:
    Domain Mapping: DB Search & Replace:
    Active/Completed:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

    Inboxes Created:
  • BRC - Reputation Management
    Pending
    Active
    Placed on Site
    Cancelled

  • Marketing




    STEPS
    Ordered:
    Account:
    Waiting for Live Website
    Ad Setup
    Test Ad
    Active
    Paused
    Cancelled
    SEARCH ENGINES
    Adwords
    Yahoo/Bing
    Remarketing
    Display (generic)
    Video
    Mobile
    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
    Cancelled

    KEYWORDS

  • ORDERED/PAID
    Template
    2016-08-25
    2016-08-25

    Website


    Mobile
    Fluid Responsive


    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2016-10-12 | Danny | Ownership & Package Upgrade


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2016-09-23 | Danny | Adword Quote


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Estimates | 2016-08-24 | Danny | Phone Conference Ordered

    Silver


    Initial: 2 Payments of $799*
    Monthly: $78


    Premium Website

    Select from a Gallery & Customize

    Mobile Responsive

    Matching Design | Auto Dial | Map

    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)

    x * referral from Dr. Howard Choi

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2016-08-24 | danny.n
    dr will fax by tom to get started.
    2016-08-24 | danny.n
    spoke to dr. wants to go with arrowhead-dentist.com (my suggestion because he wanted www.ArrowheadDentist.com is not avail)
    2016-08-24 | danny.n
    SK: 2:23pm