Gus - Dr. Kimberly Packer l Packer Family Dentistry 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: 102632
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

Past Due
Accounting | 2017-07-18 | Chandra | #79890 |

Email past due $78 for web.

2017-07-20 | chandra.t
Doctor updated CC via email (Visa ending in 1155), paid past due.

Leave a Comment:

Web Edits via email closed
Task: Website | 2017-01-25 | Jan S. | #67996 |

1.) Under SERVICES: Take Botox and JUVEDERM out and put them under BEAUTY BAR.
2.) Under ARTICLES: Remove Dental X-Rays and replace it with Digital Xrays, and replace the write up to reflect digital XRays.

/* Quoted three days and provide an update for Gus once this is completed. If you have any further questions, feel free to contact Gus for clarity. */

2017-01-26 | jan.s
Followed up via email to provide an update.
2017-01-26 | jan.s
Web edits have been completed, closing task.
2017-01-26 | jan.s
Gus requested to just remove the Dental X-Rays page via email.
2017-01-26 | jan.s
Followed up via phone and email regarding clarity with #2, currently waiting for a follow up.
2017-01-26 | sanjay.d
No- 1 is completed , kind provide suggestion on number 2 task.

Leave a Comment:

Email: Your Website is Live
Design | 2016-11-10 | Jan S. | #62900 |

Hello Dr. Packer and Gus,

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

Username: kimberlypacker

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 | 2016-11-10 | Jan S. | #62901 |

~~1. Please add domain(s) to statuscake.com~~
2. Complete 301 Redirects – please complete same way as for previous client. Use the page names in URL strings for reference.
~~3. Setup Analytics & Reporting~~

301 Redirects:
Please go to Tools > Safe Redirect Manager
There are 2 redirects set up. Please use these as examples.
“Redirect from:” – use the old path from old site
“Redirect to:” – Use full URL to new site
Please direct the pages to what you think is appropriate on new site. Some old site pages may not exist in new site. Please direct those to homepage.
Here are the 301s that need to be redirected:

packerfamilydentistry.com/
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Home&wiz=0&page=Home
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Meet+the+Doctor&wiz=0&page=Meet+the+Doctor
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Dental+Health&wiz=0&page=Dental+Health
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Cosmetic+Dentistry&wiz=0&page=Cosmetic+Dentistry
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Advanced+Services&wiz=0&page=Advanced+Services
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Body+and+Mouth+Connection+&wiz=0&page=Body+and+Mouth+Connection+
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=FAQ&wiz=0&page=FAQ
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Hours&wiz=0&page=Hours
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Payment&wiz=0&page=Payment
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Map+and+Directions&wiz=0&page=Map+and+Directions
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Patients+Reviews&wiz=0&page=Patients+Reviews
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&loc=ar&wiz=0&page=Appointment+Request
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&loc=rv&wiz=0&page=Reviews
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&loc=pr&wiz=0&page=Refer+Our+Office
packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&loc=cu&wiz=0&page=Contact+Us

Leave a Comment:

Web Edits via email closed
Task: Website | 2016-11-07 | Jan S. | #62594 |

Gus requested to add the following:

1.) Nitrous
2.) Same Day Crowns: E4D
3.) Cone Beam Radiographs
4.) Trudenta: Check their website http://www.trudenta.com/
5.) Botox and Juvederm

I have forwarded the email to support@optimized360.com for reference. For any content we do not have, just create a new page and put “coming soon.” Follow up with Gus once the changes have been updated.

2016-11-14 | catherine.c
Emailed Gus - services content updated. No coming soon pages.
2016-11-11 | catherine.c
Services section. If content does not exist in our library here, http://content.360sites.net/
create a "coming soon" page. Thank you.
2016-11-11 | developerzahid
Where should I add this.
2016-11-10 | jan.s
Any updates?

Leave a Comment:

Go Live Reminder
Notes | 2016-11-04 | Jan S. | #62544 |

Emailed Dr. Packer and Gus “Go Live Reminder” email

2016-11-10 | jan.s
Two days has officially elapsed, I have verified the updates from my end and their website is officially live. "Template Live" email was sent and followed up via email as well.
2016-11-08 | jan.s
Received response from Gus via email. He has submitted the instructions to his domain registrar. Estimate Time For Full Update: 1 - 48 Hours.
2016-11-07 | jan.s
Received response from Gus via email. Gus had some additional content he would like to add. Submitted a task for the requested edits. Reminded him that we can go live while we work on it, currently waiting for a response.
2016-11-04 | jan.s
Currently waiting for response.

Leave a Comment:

Email: Your Website is Ready
Template Ready | 2016-10-19 | Jan S. | #61552 |

Hello Gus,

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

Username: kimberlypacker

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’s editor.

I would also like to provide a walkthrough of your website. What time would be best to contact you? Just let me know when you are available.

Thank you!

Jan
jan.s@optimized360.com

Leave a Comment:

301s
Design | 2016-10-19 | Jan S. | #61551 |

Welcome to Packer Family Dentistry

http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Home&wiz=0&page=Home
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Meet+the+Doctor&wiz=0&page=Meet+the+Doctor
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Dental+Health&wiz=0&page=Dental+Health
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Cosmetic+Dentistry&wiz=0&page=Cosmetic+Dentistry
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Advanced+Services&wiz=0&page=Advanced+Services
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Body+and+Mouth+Connection+&wiz=0&page=Body+and+Mouth+Connection+
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=FAQ&wiz=0&page=FAQ
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Hours&wiz=0&page=Hours
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Payment&wiz=0&page=Payment
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Map+and+Directions&wiz=0&page=Map+and+Directions
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&c=Patients+Reviews&wiz=0&page=Patients+Reviews
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&loc=ar&wiz=0&page=Appointment+Request
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&loc=rv&wiz=0&page=Reviews
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&loc=pr&wiz=0&page=Refer+Our+Office
http://packerfamilydentistry.com/template.jsp?doc=packerfamilydentistry&loc=cu&wiz=0&page=Contact+Us

Leave a Comment:

Create Template Tempsite on Surge closed
Task: Website | 2016-10-18 | Jan S. | #61427 |

Please create template tempsite on surge. Use the Jessie design. Do NOT use the color red.

2016-10-19 | jan.s
The template surge tempsite for Packer Family Dentistry passed review, closing task.
2016-10-19 | jan.s
Updated the tempsite based on latest requested revisions, currently waiting for last one.
2016-10-19 | jan.s
The template surge tempsite for Packer Family Dentistry was sent to review yesterday, currently waiting for response.
2016-10-18 | jan.s
Pagination was not increased for Services/Articles, info@optimized360.com email address was not removed for Jotform, subtitles for featured services are different sizes, third featured service was not linked, footer menu not updated, SEO titles are incomplete for services/articles, the first promotion is misspelled, and original content was not imported to tempsite. I have implemented the necessary revisions.
2016-10-18 | robert.b
Completed, please let me know if I missed anything

Leave a Comment:

Design Notes
Design | 2016-10-12 | Jan S. | #61009 |

Spoke with Gus via phone

Websites

Hazelton Lanes Dental Group

Specific Requests

– Full-width
– Light color scheme

Colors

Did not have a specific color in mind

Suggested Designs

– Cameron
– Jessie (He chose Jessie)

Miscellaneous

– Does NOT like their current design
– Does NOT like red
– No Logo

Leave a Comment:

Follow-Ups
Notes | 2016-10-12 | Jan S. | #60996 |

Called office and cell, left a message, currently waiting for response.

2016-10-18 | danny.n
"Hell Gentlemen, Just checking to find out how we are doing with the design. Thanks, Gus"

Leave a Comment:

Email: Design Introduction
Design | 2016-10-11 | Belinda | #60945 |

Hello Gus and Dr. Packer,

Welcome to Optimized360!

My name is Jan and I will be the designer working with you to get your new website up.

While I work on the pages and content of the site, please use the link below to browse our Theme Gallery to select a starting design. Please keep in mind that you can always change your design and select another one from that list at any time. Also, there are some options to change the colors of each layout using the Customizer that comes with the design system.

http://optimized360.com/project-category/template/

I will be contacting you via telephone shortly to find out additional information regarding your practice and answer any questions.

Jan
jan.s@optimized360.com

Leave a Comment:

Website Design (New Design Project) closed
Task: New Project | 2016-10-10 | Danny | #60881 |

– Gus (Dr’s husband)
– very nice
– please send email intro

website makeover

– do phone interview, select a design from our optizign and customize for him

2016-10-11 | danny.n
Robert, avoid using the word "template". Just do an interview, select a design for him that you feel best match what he is looking for then customize it. TY.
2016-10-11 | danny.n
"Thanks, I checked my spam folder - nothing is there. Maybe I missed the email – I get more than 500 daily. Thanks, Gus"
2016-10-10 | belinda.t
Please send an intro and get a design selected. Once design is selected, I will send to Robert. Let me know.

Leave a Comment:

Website Design (New Order) closed
Task: Accounting | 2016-10-10 | Danny | #60879 |

Website: $2,000* + $78/m

* 4 installments
see attached contract
Dr.-Packer

2016-10-10 | chandra.t
Charged.

Leave a Comment:

Updated Estimate
Estimates | 2016-10-10 | Danny | #60869 |

“Hi Danny,
Yes I talked with my wife – I want to go forward -but is it possible to make four payments towards the “web site”?

Thanks,

Gus”

Leave a Comment:

Phone Conference
Estimates | 2016-10-04 | Danny | #60509 |

Gus called in for his wife. Looking to upgrade their site. Saw our designs, really liked it.

Went over the Gold and Platinum. He jokingly asked if we have a Silver which I told him we did. Told him its not advertised but we offer it to offset template companies and for clients with a lower budget set aside for this project.

Gave him pointers how our Silver is better than most template companies. He will still work with a designer for interview and we will put together a design that we have but still able to customize. He asked about designs from our client, told him he can’t use them but he can use them as references so designer can get a better idea on colors and layout which we can customize from our Optizign. Client understands.

Asked to send info so he can review with wife. Very nice and friendly. Sent email with contract and examples of our client’s project we are working on. Potential hot lead.

2016-10-10 | danny.n
sk: 10:33am
2016-10-10 | danny.n
sent him a quick f/u (he just sk about an hour ago).
2016-10-10 | danny.n
sk: 8:13am
2016-10-04 | danny.n
"Thanks, Gus"

Leave a Comment:
Domain Information

Client Registrar
Hosts Email
Alias Info

Registrar Info

Milestones

kimberlypacker.360temp.com

Intro & Gallery URL: 2016-10-11
Site Sucker & 301s: 2016-10-19
Site Username (subdomain):
Map Domain in Pagely/WP:
Customizer: 2016-10-18
Additional Pages:
Review: 2016-10-18
Tutorial:
Website is Ready: checked

Cancelled

301:
Other Products:
Status Cake: 2016-11-11
Live Online: 2016-11-10
Analytics Setup: 2016-11-11
Jetpack Stats Setup:
Analytics ID:
Google Account
optizign4
Analytics by Client

Shared Dropbox

Custom Content

Please submit a task to create content.

ADDITIONAL EMAIL TO:
Hello Dr. Gus - Dr. Kimberly Packer, 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. Gus - Dr. Kimberly Packer, 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://kimberlypacker.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. Gus - Dr. Kimberly Packer, 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://packerfamilydentistry.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:
Cancelled

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

Analytics by Client

Custom Content

Ordered Topics: (please submit a separate ticket)

ADDITIONAL EMAIL TO:
Hello Dr. Gus - Dr. Kimberly Packer, 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=102632 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. Gus - Dr. Kimberly Packer, 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. Gus - Dr. Kimberly Packer, 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. Gus - Dr. Kimberly Packer, 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. Gus - Dr. Kimberly Packer, 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://packerfamilydentistry.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:
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. Gus - Dr. Kimberly Packer, 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. Gus - Dr. Kimberly Packer, 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. Gus - Dr. Kimberly Packer, 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. Gus - Dr. Kimberly Packer, 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. Gus - Dr. Kimberly Packer, 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://packerfamilydentistry.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

ADDITIONAL EMAIL TO:

Hello Dr. Gus - Dr. Kimberly Packer, 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. Gus - Dr. Kimberly Packer, Your social media accounts have been created and added to your website. Below are instructions per Social Media profile, please complete and confirm accounts. FACEBOOK URL: Please log onto your personal account and hit the "like" button on your Facebook Profile. Once you have done so, please send us the email address for your account. We will then add you as a manager of the profile. Once added, you will get a notification in your Facebook account to accept the invitation. You will be able to make posts, upload pictures and do as you please just like a personal profile. GOOGLE PLUS URL: Google will send a postcard to your office with a PIN number. Please send that to us for verification. TWITTER URL: Username: Password: Email: kpackerdds@comcast.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

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

Need topics? See a list of topics here.

Initial Blog DQ

Social Media Access

Facebook
Account Access:
Active
Cancelled

Google Plus
Account Access:

PIN:
F/U:
URL:
Active
Cancelled

Twitter
Twitter

Active
Cancelled
Logo Milestones

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

ADDITIONAL EMAIL TO:

Hello Dr. Gus - Dr. Kimberly Packer, 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. Gus - Dr. Kimberly Packer, 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. Gus - Dr. Kimberly Packer, 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

Send Email Confirmation

ADDITIONAL EMAIL TO:
Hello Dr. Gus - Dr. Kimberly Packer, 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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Send Email Confirmation

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

CSR: Pagely Ticket Created:

Domain Mapping: DB Search & Replace:
Active/Completed:
Cancelled

Send Email Confirmation
ADDITIONAL EMAIL TO:
Hello Dr. Gus - Dr. Kimberly Packer, We have successfully installed SSL Security Certificate on your website. You will see the domain convert from http: to https: when visiting your website. Please let us know if you have any questions regarding this. Thank you! Optimized360 Support
Email

HIPAA
Regular Email

Active
Cancelled

Inboxes Created:
BRC - Reputation Management

Pending
Active
Placed on Site
Cancelled
Marketing

STEPS
Ordered:
Account:
Waiting for Live Website
Ad Setup
Test Ad
Active
Paused
Cancelled

SEARCH ENGINES
Adwords
Yahoo/Bing
Remarketing
Display (generic)
Video
Mobile
Other Campaigns (see notes)

SEO

Pending
Monitored by oDesk
Paused
Cancelled

KEYWORDS

ORDERED/PAID

Template
2016-10-10
2016-10-10

Website

Mobile
Fluid Responsive

Videos

Marketing

Reputation

Facebook

Google Plus

Blog

SEO

Logo

SPK

DC

Email

HIPAA Form

SSL Security

ADApt

Others

360 Plan

Estimates | 2016-10-10 | Danny | Updated Estimate Sent

Silver

Initial: 4 Payments of $500*
Monthly: $78

Premium Website

Select from a Gallery & Customize

Mobile Responsive

Matching Design | Auto Dial | Map

On-Site SEO

Specialty Content | Search Submission

Educational Library

Get Access to Hundreds of Articles

Appointment Alerts

Multi-Platform (Email, Fax, Text)

x 4 installments (authorized by Danny N.). See all default features page 2.

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

Estimates | 2016-10-04 | Danny | Phone Conference Expired

Silver

Initial: 2 Payments of $999
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 - see all default features page 2. * 2016 Monthly Fee Waived (Oct Promo)

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

2016-10-10 | danny.n
sk: 10:33am

2016-10-10 | danny.n
sent him a quick f/u (he just sk about an hour ago).

2016-10-10 | danny.n
sk: 8:13am

2016-10-04 | danny.n
"Thanks, Gus"

Packer Family Dentistry

Alt. Contacts

Team

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

DOMAIN INFO

LATEST NOTES

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Suggested Designs

Miscellaneous

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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

Silver

Initial: 4 Payments of $500* Monthly: $78

Premium Website

Mobile Responsive

On-Site SEO

Educational Library

Appointment Alerts

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Silver

Initial: 2 Payments of $999 Monthly: $78

Premium Website

Mobile Responsive

Exclusivity

On-Site SEO

Educational Library

Appointment Alerts

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: 4 Payments of $500*
Monthly: $78

Initial: Payments of
Monthly:

Initial: Payments of
Monthly:

Initial: 2 Payments of $999
Monthly: $78

Initial: Payments of
Monthly:

Initial: Payments of
Monthly: