Merrill Bassett l Granite Springs 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: 102966
Client
Old Client
Lead

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

DOMAIN INFO

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Refund Request
Accounting | 2018-01-08 | Chandra | #114229 |

I showed the website to the Dr. again and he really does not like it. Can we work out a refund on the website design? This just isn’t going to work out.

Thank you,
Kristi

2018-01-09 | belinda.t
Hello Kristi, I hope the New Year has been a great start for you and Granite Springs Dentistry! I left a message for Dr. Bassett (with Jenny) as well as your voicemail but wanted to touch base via email as well. I was able to get a partial refund approved of $666. Let me know which credit card you'd like this to be placed on. We also have options to change the site's look, text, photos, etc; I would just need to speak with you regarding what will work for you. I understand Dr. Bassett's very busy but with just 5-10 minutes, I'll be able to turn this around into something that can be launched. Let me know when your availability is. Thank you and hope to hear from you soon.

Leave a Comment:

Charges
Accounting | 2017-12-04 | Chandra | #108087 |

“We have not even finalized this website. We paid for it, but the Dr. disliked it so much. He is so busy, he has not had time to fix it. We definitely should not be paying a monthly fee for a website that is not live.”

2017-12-04 | chandra.t
Client was not charged. Paused recurring for now.
2017-12-04 | chandra.t
Alec approved refunded $79 and placing the project on hold until the client is ready to revisit.

Leave a Comment:

Remove Past Due closed
Task: Accounting | 2017-07-18 | Danny | #79843 |

Chan, please go ahead and remove the past due and waive the next 4 months. I am resolving an issue with Kristi to get her back on track with the web project. Thank you and lmk to confirm.

2017-07-18 | chandra.t
Recurring resumes 11/24/17** $79 for web.
2017-07-18 | chandra.t
Removed past due balance of $158 (May & June), waived next 4 months (July - Oct). Recurring resumes 10/24/17 $79 for web.

Leave a Comment:

Contact Kristi closed
Task: Other | 2017-07-18 | Jan S. | #79819 |

Kristi called and would like to speak with you about the monthly charges. Dr. Bassett and Kristi are unhappy with the website. I explained to them that we can change the design but she elaborates that Dr. Bassett is so busy that he can’t sit down and speak with us.

2017-07-18 | danny.n
Ticket has been completed. Closing ticket.
2017-07-18 | danny.n
called. Kristi is not in the office. Front took my message. Told her to have kristi check her email and to call me back with any questions.

Leave a Comment:

Past Due
Accounting | 2017-06-01 | Chandra | #76768 |

Email past due $79 for web.

2017-06-26 | chandra.t
LV on cell.

Leave a Comment:

Follow-Ups
Notes | 2017-02-16 | Jan S. | #69582 |

All timestamps for follow-ups.

2017-10-04 | jan.s
Followed up via email and CC'd Danny as well, currently waiting for a response.
2017-09-07 | jan.s
Called and left a message. Followed up via email and CC'd Danny as well, currently waiting for a response.
2017-09-01 | jan.s
Called and spoke with Kristi. She requested a scheduled call for Thursday, 09/07 at 10:30 PM MDT (9:30 PM PST). Request was recorded on CP and Google Calendar.
2017-08-23 | jan.s
Followed up via email and CC'd Danny as well, currently waiting for a response.
2017-08-16 | alec.j
Jan, is there any update after 18th of July?
2017-08-08 | alec.j
Jan, is there any update after 18th of July?
2017-07-18 | jan.s
Kristi called and wishes to speak with Danny. Dr. Bassett and Kristi are unhappy with the website. I explained to them that we can change the design but she elaborates that Dr. Bassett is so busy that he can’t sit down and speak with us.
2017-07-03 | jan.s
Followed up via email and CC'd Danny as well, currently waiting for a response.
2017-06-26 | jan.s
Called and left a message. Followed up via email and CC'd Danny as well, currently waiting for a response.
2017-06-05 | jan.s
Followed up via email, currently waiting for a response.
2017-05-30 | jan.s
Spoke with the receptionist, she relayed a message from Dr. Bassett that they are not interesting in going live yet.
2017-05-30 | jan.s
Called and left a message. Followed up via email as well, currently waiting for a response.
2017-05-15 | jan.s
Called and left a message. Followed up via email as well, currently waiting for a response.
2017-05-01 | danny.n
Jan, have you used SIDEKICK to see if they are even getting the emails?
2017-05-01 | jan.s
Client remains unresponsive, please advice.
2017-05-01 | jan.s
Followed up via email, currently waiting for a response.
2017-04-24 | jan.s
Followed up via email, currently waiting for a response.
2017-04-17 | jan.s
Called and left a message. Followed up via email as well, currently waiting for a response.
2017-03-29 | jan.s
Called and left a message. Followed up via email as well, currently waiting for a response.
2017-03-21 | danny.n
jan, just fyi. read comment below. i'll update you as soon as i hear anything. please continue to do f/u.
2017-03-21 | danny.n
called. lm on her cell. Also sent her an email.
2017-03-21 | belinda.t
Notified Danny and sidekicked all emails on file.
2017-03-13 | jan.s
Called and left a message. Followed up via email as well, currently waiting for a response.
2017-03-10 | jan.s
Followed up via email once again. I shall call first thing on Monday, 03/13 and contact twice a week as request, currently waiting for a response.
2017-03-10 | alec.j
Jan, please F/U with calls on twice a week bases.
2017-02-27 | jan.s
Called and left a message as well, currently waiting for a response.
2017-02-27 | jan.s
Followed up via email, currently waiting for a response.
2017-02-27 | alec.j
Jan, did you F/u? as I said he is PPC client.
2017-02-21 | alec.j
Jan, Please call more frequently(every three days), he is PPC client.
2017-02-16 | jan.s
Followed up via email, currently waiting for a response.

Leave a Comment:

Email: Your Website is Ready
Template Ready | 2017-01-30 | Jan S. | #68238 |

Hello Dr. Bassett,

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://merrillbassett.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.

Schedule a Call: https://calendly.com/optimized360/calls

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!

Jan
jan.s@optimized360.com

2017-02-13 | alec.j
Jan, would you please f/u with call and email? He is a client for PPC as well.
2017-02-02 | jan.s
Called and left a message, followed up via email as well, currently waiting for a response.

Leave a Comment:

Template DQ: Questionnaire
Design | 2017-01-24 | Jan S. | #67912 |

Your Name: Kristi Bassett
Desired Domain(s) www.granitespringsdentistry.com
Do you have an existing Site? Yes
IF yes, please provide URL: http://www.granitespringsdentistry.com/

Practice Info

Practice Name: Granite Springs Dentistry
Secondary Title (Dr. Name) Dr. Merrill R. Bassett, DDS
Practice Address Street Address: 2316 Dell range Blvd.
City: Cheyenne
State / Province: WY
Postal / Zip Code: 82009
Country: United States
Practice Telephone (307) 514-5177
E-mail for Patients care@granitespringsdentistry.com

Specialty General

Top 3-4 Services: Restorative Dentistry, Crowns, Extractions
Any promotions for the office? New Patient Exam and X-Rays $49

Pick a color that you’d like to use: #ffffff
Choose Your File(s): GraniteSpringFinal.jpg
When is the best time to contact you regarding the website? Between 10:00 AM – 3:00 PST ST

Leave a Comment:

Design Notes
Design | 2017-01-24 | Jan S. | #67901 |

References ** DOES NOT LIKE ANY **

http://www.cheyennewydentist.com/

Home

Home

Colors

– Light Colors but did not have any specific color in mind
– Complimentary to Logo and Office

Layout

– Full Width
– Symmetrical
– Not TOO boxy
– Modern
– Less Nature

Social Media

https://www.facebook.com/GraniteSpringsDentistry
https://plus.google.com/+GraniteSpringsDentistryCheyenne/about

Goal

– Kristi wants to stand out from her competitors.

Leave a Comment:

301s
Design | 2017-01-24 | Jan S. | #67889 |

Welcome to Granite Springs Dentistry

http://www.granitespringsdentistry.com/granite-springs-dentistry-office/
http://www.granitespringsdentistry.com/meet-our-team/
http://www.granitespringsdentistry.com/granite-springs-dentistry-services/

Office Technology

http://www.granitespringsdentistry.com/insurance-payment-options/
http://www.granitespringsdentistry.com/granite-springs-dentistry-forms/

Leave a Comment:

Create Template Surge Tempsite closed
Task: Website | 2017-01-24 | Jan S. | #67884 |

Please create template Surge tempsite. Please refer to the design notes.

2017-01-30 | jan.s
The template Surge tempsite for Granite Springs Dentistry passed review and followed up via email, closing task.
2017-01-30 | danny.n
looks great Jan. Please make sure to HIGHLIGHT what we had discussed regarding the photos in the header to the client. This is very important. Thx!
2017-01-30 | jan.s
I have completed the updates as requested, please review.
2017-01-25 | jan.s
The template Surge tempsite and user for Granite Springs Dentistry were created, used SiteSucker, created a sitemap, provided the 301s as a new note, uploaded it all to the website folder in Dropbox, Google Analytics added, Jetpack and SiteStats were activated, Jotforms were added, used default General Dentistry content via ContentCopier, copied additional information from the current website, and submitted it to review, currently waiting for results.

Leave a Comment:

Email: Design Introduction
Design | 2017-01-24 | Jan S. | #67879 |

Hello Dr. Bassett & Kristi,

Welcome to Optimized360!

My name is Jan 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!

Jan
jan.s@optimized360.com

Leave a Comment:

PPC Mgmt. (New Order) closed
Task: Sales | 2017-01-24 | Danny | #67877 |

PPC MGMT: $299/m* (1st month waived)
budget: $500/m

Please setup but don’t activate until site is launched.

2018-02-16 | chandra.t
Closing task as website project is on hold.
2017-02-03 | chandra.t
Set up campaign, waiting on live site to activate.

Leave a Comment:

Website Design (New Design Project) closed
Task: New Project | 2017-01-24 | Danny | #67874 |

– Kristi (dr’s wife) – extremely nice
– makeover
– sent questionnaire to fill out for interview today at 12pm pst.

– please minimize stock photo and more office photos (they have nice ones i’ve seen on their G+
https://plus.google.com/+GraniteSpringsDentistryCheyenne

– suggested to use photos of the mountains in the Cheyenne area for the header or office photo.
– link the G+ to their site: https://plus.google.com/+GraniteSpringsDentistryCheyenne
– do 301 redirect

– avoid the word TEMPLATE. Please do interview, select a nice clean open layout. change the header image to office photo or cheyenne moutains? Client is aware it is not custom from scratch.

2017-01-25 | jan.s
Called and spoke with Kristi at 12:00 PST on 01/24.
2017-01-24 | jan.s
Received notification for scheduled call at 12:00 PM PST today.

Leave a Comment:

Website Design (New Order) closed
Task: Accounting | 2017-01-24 | Danny | #67873 |

Website: $2,000 + $79/m

3 installments of $666.

CC provided over the phone.

2017-01-24 | chandra.t
Waived 3 months, monthly starts 5/24/17. Sent invoice.
2017-01-24 | danny.n
Chan, I forgot, they have 3 months waived and also send her a receipt (client request). Thanks and please confirm.
2017-01-24 | chandra.t
Charged.

Leave a Comment:

Phone Conference
Estimates | 2017-01-24 | Danny | #67868 |

Kristi returned my call. Shopping around for her husband. Currently #4 for SEO. Has G+ with 16 reviews but 4 followers and not linked. Advised that it needs to be linked. Currently paying $1,000/m for PPC and $299/m for ppc mgmt but her AD is not showing.

She is shopping around and we came to agreement on this package/pricing. Originally quoted her $4,000 but it was way out of her budget. She got quotes for $1,000 from another company and was about to sign up but she made a decision to pay more and have us manage ppc and help her dominate. She trusted my consultations and knowledge which is what she was looking for. Gave cc over the phone to get started.

Scheduled interview at 12pm pst. today with Jan

Leave a Comment:

Initial Contact
Leads | 2017-01-23 | Danny | #67808 |

Called. Lm on her cell. Sent initial email.

Has good organic ranking (expected) for “cheyenne dentist” (#4). No G+ listing/ranking, no ppc.

2017-01-24 | danny.n
sk: 9:56am

Leave a Comment:
Domain Information

Client Registrar
Hosts Email
Alias Info

Registrar Info

Milestones

merrillbassett.360temp.com

Intro & Gallery URL: 2017-01-24
Site Sucker & 301s: 2017-01-25
Site Username (subdomain):
Map Domain in Pagely/WP:
Customizer: 2017-01-25
Additional Pages:
Review: 2017-01-30
Tutorial:
Website is Ready: checked

Cancelled

301:
Other Products:
Status Cake:
Live Online:
Analytics Setup: 2017-01-25
Jetpack Stats Setup: 2017-01-24
Analytics ID:
Google Account
optizign5@gmail.com
Analytics by Client

Shared Dropbox

Custom Content

Please submit a task to create content.

ADDITIONAL EMAIL TO:
Hello Dr. Merrill Bassett, 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. Merrill Bassett, 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://merrillbassett.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. Merrill Bassett, 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://granitespringsdentistry.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. Merrill Bassett, 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=102966 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. Merrill Bassett, 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. Merrill Bassett, 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. Merrill Bassett, 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. Merrill Bassett, 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://granitespringsdentistry.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. Merrill Bassett, 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. Merrill Bassett, 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. Merrill Bassett, 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. Merrill Bassett, 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. Merrill Bassett, 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://granitespringsdentistry.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. Merrill Bassett, 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. Merrill Bassett, 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: gsdentistry@gmail.com 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. Merrill Bassett, 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. Merrill Bassett, 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. Merrill Bassett, 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:
Username: Password:

Reviewed:
Placed on Website:
Cancelled

Send Email Confirmation

ADDITIONAL EMAIL TO:
Hello Dr. Merrill Bassett, 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:
Cancelled

Send Email Confirmation

ADDITIONAL EMAIL TO:
Hello Dr. Merrill Bassett, 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. Merrill Bassett, 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
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Inboxes Created:
BRC - Reputation Management

Pending
Active
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Marketing

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

SEO

Pending
Monitored by oDesk
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KEYWORDS

ORDERED/PAID

Template
2017-01-24
2017-01-24

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 | 2017-01-24 | Danny | Phone Conference Ordered

Silver w/ PPC MGMT

Initial: 3 Payments of $666
Monthly: $79*

Mobile Responsive

Matching Design | Auto Dial | Map

On-Site SEO

Specialty Content | Search Submission

Educational Library

Get Access to Hundreds of Articles

PPC Management

Google Adwords Management

Appointment Alerts

Multi-Platform (Email, Fax, Text)

x - Includes all default features (page 2). - PPC Management: $299/m. Budget $500/m.

Regular Price:

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COMMENTS:

Leads | 2017-01-23 | Danny | Initial Contact

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COMMENTS:

2017-01-24 | danny.n
sk: 9:56am

Granite Springs Dentistry

Alt. Contacts

Team

ALERT:

PRACTICE ADDRESS

BILLING ADDRESS

DOMAIN INFO

LATEST NOTES

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Practice Info

Specialty General

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References ** DOES NOT LIKE ANY **

Colors

Layout

Social Media

Goal

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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

Silver w/ PPC MGMT

Initial: 3 Payments of $666 Monthly: $79*

Mobile Responsive

On-Site SEO

Educational Library

PPC Management

Appointment Alerts

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: Payments of Monthly:

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Initial: Payments of Monthly:

COMMENTS:

References DOES NOT LIKE ANY

Initial: 3 Payments of $666
Monthly: $79*

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Monthly:

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