Total Family Health Care

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    Profile ID: 103053




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    CC Update 
    Accounting | 2017-06-16 | Chandra | #77720 |

    Max updated CC via phone (Visa ending in 7560).


    Leave a Comment:




    Changing address for Jotform 
    Notes | 2017-06-06 | Roberto | #77062 |

    Max wants contact form emails to be sent to customerservice@totalfamilyhealthcare.com. I made the change.


    Leave a Comment:




    Style Weight Loss Calculator Button closed
    Task: Website | 2017-05-04 | Roberto | #75019 |

    Please style the button labeled “Weight Loss Calculator” on the Weight Loss page so that it looks more like a standard button.


    2017-05-05 | developerbrijesh
    we have Style Weight Loss Calculator Button please check

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    Create form on Request An Appointment page closed
    Ticket: Website | 2017-05-03 | Roberto | #74954 |

    Please create a form with the following fields:
    + Name
    + Email
    + Phone
    + Preferred Date – Calendar date picker
    + Alternate Appointment Date – Calendar date picker
    + Preferred Time Of Day – Dropdown [Morning / Afternoon]
    + Message

    Please place form on Request An Appointment page.

    Email sends to: officemanager@totalfamilyhealthcare.com


    2017-05-08 | belinda.t
    Ticket has been completed. Closing ticket.
    2017-05-05 | catherine.c
    Please update.

    Leave a Comment:




    Featured Images as header image closed
    Task: Website | 2017-05-03 | Roberto | #74947 |

    Please make the Hero images for the inner pages the Featured Image for each page.

    If no Featured Image is specified, use the current Hero image as the default.

    Please make sure that Featured Images appear as a standard size – the size of the current default Hero image.

    Please also make sure that the Hero image background is set to Cover.


    2017-05-05 | developerbrijesh
    done please check
    2017-05-04 | roberto.l
    Almost there - Two more things: 1) Please have the Featured Image appear ONLY as the header. 2) When we view the list of Services, the header image should be: https://www.shutterstock.com/image-photo/medicine-doctor-nurse-working-medical-icons-496747432
    2017-05-04 | catherine.c
    Please confirm if this is correct.
    2017-05-04 | developerbrijesh
    done please check if you have any changes then tell us

    Leave a Comment:




    site changes closed
    Ticket: Website | 2017-05-03 | Roberto | #74932 |

    + The Google icon currently links to a blank page – please link it to the Total Family Health Care Google Reviews page.
    https://www.google.com/maps/place/3115+Citrus+Tower+Blvd,+Clermont,+FL+34711/@28.5233448,-81.729705,17z/data=!3m1!4b1!4m5!3m4!1s0x88e78f2f1cbc2069:0xd2fc46079d6abb5d!8m2!3d28.5233401!4d-81.727511

    + Please style the Medical Encyclopedia button under “Patient Education” to make it clear that it is a button.

    + Please remove the following Services: Family Planning, Prostate Screenings, Zyto Scan

    + Please combine the content from the Family Medicine and Internal medicine pages.

    + Please create the following Services: Immigration Physicals, Drug Addiction Counseling, Doctor’s Desk


    2017-05-08 | belinda.t
    Ticket has been completed. Closing ticket.
    2017-05-05 | catherine.c
    Please update.
    2017-05-03 | roberto.l
    Please name the combined Family Medicine/Internal medicine page "Family Medicine."
    2017-05-03 | roberto.l
    Doctor's Desk already exists, so disregard that.

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    Call with Max and Kevin 
    Notes | 2017-05-02 | Roberto | #74806 |

    Went over tweaks to content after taking the site live. Kevin was concerned about the copyright notice at the bottom of the site and whether it meant that he did not own the site content. He also felt that he shouldn’t have had to pay anything until his site went live. He claimed that he had been told that he wouldn’t be charged but then was charged anyway. I told him that I couldn’t speak to any misunderstanding about payment, but that I could explain what the costs were for. I explained the content/server relationship and assured him that we had no interest in stealing or repurposing his content.


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    Change inner page hero images closed
    Task: Website | 2017-04-28 | Roberto | #74627 |

    Please change the header images of the inner pages to this image:
    shutterstock_348574427

    Please ensure that the image is cropped and formatted correctly. The face should not be cut off.

    Thank you,
    Roberto


    2017-05-02 | developerbrijesh
    done please check

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    welcome letter emailed 
    Marketing | 2017-04-28 | Alec J. | #74621 |

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    Feedback disconnect 
    Notes | 2017-04-28 | Roberto | #74620 |

    Max, the office manager is sharing responsibility for getting the site in place with Kevin Jakob, who also works there. Max has been making decisions and approvals, but has been clashing a bit with Kevin. I’m occasionally cc’ed on emails from Kevin expressing disapproval to other people (e.g. Max, Annette, others). Kevin is currently dissatisfied with the state of the site after going live, partly due to an apparent misunderstanding of the process. I’m calling Max to follow up and request a call to discuss this stuff.


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    Going Live Items closed
    Task: Social | 2017-04-28 | Roberto | #74612 |

    1. Please add domain(s) to statuscake.com
    2. Complete 301 Redirects
    3. Setup Analytics & Reporting


    2017-05-15 | sanjay.d
    Ticket has been completed. Closing ticket.
    2017-05-01 | sanjay.d
    #1 and #2 done #3 is already available.

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    Email: Your Website is Live 
    Design | 2017-04-28 | Roberto | #74611 |

    Hi, Max.

    Congratulations! Your website is live and accessible to the public.

    Please take a look at your 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://totalfamilyhealthcare.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!

    Roberto
    roberto.l@optimized360.com


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    Adjust styling of contact form closed
    Task: Website | 2017-04-28 | Roberto | #74609 |

    The Phone entry field is shorter than the other fields. Please fix it so that it matches.

    Thank you,
    Roberto


    2017-05-02 | developerbrijesh
    we have fix this please check

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    Account info 
    Notes | 2017-04-28 | Roberto | #74608 |

    Go Daddy:
    User 40455769, pw C@rahayes1


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    Removed most Service pages from site 
    Notes | 2017-04-27 | Roberto | #74551 |

    Most of Total Family Health Care’s patient education articles were the property of iHealthSpot. I deleted them at Max’s request.


    2017-04-28 | roberto.l
    Per Max, replaced Patient Education links with a button linking to: https://medlineplus.gov/encyclopedia.html

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    Previous Records 
    Notes | 2017-04-27 | Roberto | #74543 |

    IP: 66.132.219.181

    Name Server: NS13.DOMAINCONTROL.COM
    Name Server: NS14.DOMAINCONTROL.COM


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    Change inner page background color closed
    Task: Website | 2017-04-27 | Roberto | #74520 |

    Please change the background of the inner pages to this color: #F7EFEA


    2017-05-02 | developerbrijesh
    done please check
    2017-04-28 | developerbrijesh
    i have check this link "carajakob.360sites.net" But its redirect to another URL this "http://www.totalfamilyhealthcare.com/" please check and fixed

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    Going live 
    Notes | 2017-04-27 | Roberto | #74513 |

    Max let me know via email that he would like the site live by Friday. I’m going to go ahead and start that process.

    He wants different photos but doesn’t have time to choose them from Shutterstock. I told him I would go ahead and make some selections for him, and that he could change them out later on.

    They wanted several email inboxes (30+). I told him that we could host 5, as per the old policy, with additional inboxes carrying a $3 charge, or we could forward email at no cost. He said he would get back to us about that.


    2017-04-27 | roberto.l
    Added domain to Pagely. Mapped domain on Wordpress. I emailed Max to ask for his GoDaddy login info.
    2017-04-27 | roberto.l
    Added domain to Pagely. Mapped domain on Wordpress. I emailed Max to ask for his GoDaddy login info.

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    301s Redirects 
    Design | 2017-04-25 | Belinda | #74295 |

    http://www.totalfamilyhealthcare.com/Home/RequestAnAppointment.aspx
    http://www.totalfamilyhealthcare.com/Home/Thankyou.aspx
    http://www.totalfamilyhealthcare.com/Home/MeetTheFamily.aspx
    http://www.totalfamilyhealthcare.com/Home/PatientResources.aspx
    http://www.totalfamilyhealthcare.com/Home/FamilyMedicine.aspx
    http://www.totalfamilyhealthcare.com/Home/ImmigrationPhysicals.aspx
    http://www.totalfamilyhealthcare.com/Home/SubstanceAbuse.aspx
    http://www.totalfamilyhealthcare.com/Home/AntiAging.aspx
    http://www.totalfamilyhealthcare.com/Home/InTheNews.aspx
    http://www.totalfamilyhealthcare.com/Home/WeightLoss.aspx
    http://www.totalfamilyhealthcare.com/Home/IrritableBowelSyndrome.aspx
    http://www.totalfamilyhealthcare.com/Home/BecomePartOfOurFamily.aspx
    http://www.totalfamilyhealthcare.com/Home/PatientEducation.aspx
    http://www.totalfamilyhealthcare.com/Home/FromTheDoctorsDesk.aspx
    http://www.totalfamilyhealthcare.com/Home/PrivacyPolicy.aspx
    http://www.totalfamilyhealthcare.com/Home/SearchResults.aspx
    http://www.totalfamilyhealthcare.com/Home/Sitemap.aspx
    http://www.totalfamilyhealthcare.com/AboutUs.aspx
    http://www.totalfamilyhealthcare.com/AboutUs/ShopOnlinePage3.aspx
    http://www.totalfamilyhealthcare.com/AboutUs/ShopOnlinePage5.aspx
    http://www.totalfamilyhealthcare.com/AboutUs/ShopOnlinePage4.aspx
    http://www.totalfamilyhealthcare.com/ContactUs.aspx

    http://www.totalfamilyhealthcare.com/Home.aspx


    2017-05-01 | sanjay.d
    I was not able to find Following link's page. http://www.totalfamilyhealthcare.com/Home/Thankyou.aspx http://www.totalfamilyhealthcare.com/Home/AntiAging.aspx http://www.totalfamilyhealthcare.com/Home/IrritableBowelSyndrome.aspx http://www.totalfamilyhealthcare.com/Home/PrivacyPolicy.aspx

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    Call possibly postponed 
    Notes | 2017-04-18 | Roberto | #73843 |

    I had a call scheduled with Max Pickard for 10:30 AM PT – called three times, couldn’t get him on the phone. I left a voice message, and will follow up with an email addressing the issues we discussed in our last call.


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    Edits requested by client closed
    Task: Website | 2017-04-18 | Roberto | #73832 |

    1) Please add a login link to the footer.

    2) Please remove the accordions from the Contact Us page, and keep the information as standard text.

    3) Please link all mentions of “patient portal” on the site to this URL: https://www.myhealthrecord.com/Portal/SSO

    Thank you,
    Roberto


    Leave a Comment:




    Notes – Total Family Health Care call 
    Notes | 2017-04-13 | Roberto | #73631 |

    They liked the site overall, had some minor fixes and questions.  I showed Max how to use Divi Builder.

    To Do:

    Add login link
    Remove accordions in Contact Us page
    Link all mentions of “Patient Portal” to patient portal

    Online store recommendation? Shopify

    Email hosting – they get five emails – unlimited capacity

    Migrating their old blog posts: export XML – from WordPress/Blogger, easy
    Otherwise, copy & paste

    New content? Cost per article above 20 articles? $100 per article

    Appointment for next conversation: Tuesday, 4/18, 10:30 AM PT


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    Email: Your Website is Ready 
    Custom Ready | 2017-04-10 | Roberto | #73365 |

    Hello Max,

    Your website is ready for your review and to further customize.

    As this is the first time you will be seeing the developed site, we encourage you to schedule a call to go over the details. We have combined the design you have approved with the pages and information available to us. Please take a look at the site and let us know of any changes, additions and/or questions you might have.

    IMPORTANT: Your blog and your online store are hosted separately from your new site. Do not cancel your agreement with your previous hosting company. Doing so will result in the loss of access to your blog and your online store.

    Temporary URL: http://carajakob.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!

    Roberto
    roberto.l@optimized360.com


    Leave a Comment:




    site changes closed
    Task: Website | 2017-04-04 | Roberto | #72877 |

    Please change inner page backgrounds to white

    Please add hover effect to diagonal boxes on top and bottom of home page(request an appointment, become part of our family, etc.).

    Thank you


    2017-04-06 | developerbrijesh
    done please check if you have any changes then tell us

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    Migrate content from old site closed
    Task: Website | 2017-03-28 | Roberto | #72439 |

    Please bring pages and content from totalfamilyhealthcare.com to carajakob@360sites.net.

    Thank you,
    Roberto


    2017-04-04 | roberto.l
    Ticket has been completed. Closing ticket.
    2017-04-04 | developerbrijesh
    we have Migrate content from old site to new site please check if you have any changes then tell us.
    2017-04-03 | developerbrijesh
    we have Migrate content from old site to new site only patent education page bullet point linking remaining.
    2017-03-31 | developerbrijesh
    still working on this
    2017-03-29 | developerbrijesh
    when we login admin this site is redirect to another site please fix this.

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    PSD to WP: Cara L. Jakob closed
    Design Task: Development | 2017-03-28 | Roberto | #72350 |

    URL: carajakob.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:

    Roberto
    roberto.l@optimized360.com


    2017-03-31 | developerbrijesh
    We have Completed project on live server please check and give your feedback
    carajakob.360sites.net
    2017-03-31 | developerbrijesh
    We have complete the website please check and give your feedback. carajakob.360sites.net
    2017-03-29 | developerbrijesh
    When we login the admin panel then Admin panel is redirect to other Site. http://gregganderson.360sites.net/ Please fixed this.

    Leave a Comment:




    Email: Design Approval 
    Design | 2017-03-28 | Roberto | #72349 |

    Hello Max,

    Your design has been approved!

    Approved concept URL: https://360controlpanel.com/wp-content/uploads/2017/03/20170328-TotalFamilyHealthcare.jpg

    Your design has been submitted to our development team. If you have any major changes to the design, please let us know. This process will take about 1-2 weeks. If you have content (photos, biographies, forms – anything you’d like to add to the site), please send it my way. You’ll have opportunities to review the site and make additional changes once development is complete.


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    Draft Submitted 
    Concepts | 2017-03-28 | Roberto | #72337 |

    Hello Max,

    This is the most recent version of your design draft. I’ll follow this up with an approval confirmation.

    Thank you,
    Roberto


    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-03-22 | Roberto | #71983 |

    Hello Max,

    I’ve attached the revised draft of your design, including the changes we discussed. Please let me know your thoughts, and if you have any questions or additional changes.

    Thank you,
    Roberto


    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-03-13 | Roberto | #71338 |

    Hello Max,

    I’ve compiled a design draft for your review.

    Please take a moment to review this concept and let me know what changes you would like to see.

    Let me know how you feel about the layout and colors of the design — text and images can be changed at any point.

    Please let me know if you have any questions or concerns.

    Thanks,
    Roberto


    Leave a Comment:




    New website design closed
    Task: Other | 2017-03-03 | Roberto | #70765 |

    Current site:

    http://www.totalfamilyhealthcare.com/

    References:

    http://newlifesurgery.com/ – client likes the length of this site, but feels the blues are too dull.

    Welcome to Dr. Mercado’s Medical Care Center

    Layout:

    Content should be in a container – not full width.

    Feel:

    Sleek, professional, competent
    Rounded corners
    Welcoming, friendly

    Colors:

    Colors should go well with the blue of their logo.

    Reference:
    + https://goo.gl/JYUYHN

    Images:

    + Healthy lifestyle images (hiking, yoga, jogging, etc.)
    + Medical/science images

    Content:

    Please include all of the links and headings from their current site.

    Required Elements:

    + Hero image slider – image captions should not cover the focal points of the image. The sliders on http://newlifesurgery.com/ and http://westorangefamilymedical.com/ are good examples.

    + Featured Service icons

    Logo:

    Correct logos stored in Dropbox folder


    2017-03-13 | roberto.l
    Ticket has been completed. Closing ticket.
    2017-03-13 | roberto.l
    Thank You, Sachit. Closing.
    2017-03-11 | developersachit
    I have submitted the design
    2017-03-07 | developersachit
    Hi Alec, I have received it now. I was working on other design orders whose date of delivery was mentioned treating them as urgent to deliver such Neil Paulvin, pureskinn. I will expedite the other design orders now.
    2017-03-07 | alec.j
    Sachit, why the status is "submitted" yet?

    Leave a Comment:




    Design Questionnaire 
    Design | 2017-02-22 | Roberto | #70058 |

    Your Name Max Pickard
    Desired Domain(s) Totalfamilyhealthcare.com
    Do you have an existing Site? Yes
    Practice Name Total Family healthcare
    Tagline (slogan) Become a better, stronger, healthier you!
    Practice Address Street Address: 3115 Citrus Tower Blvd
    Street Address Line 2: Ste. A
    City: Clermont
    State / Province: FL
    Postal / Zip Code: 34715
    Country: United States
    Practice Telephone (352) 3944237
    E-mail for Patients customerservice@totalfamilyhealthcare.com
    Will you be the decision maker during this process? Yes
    Sections Social Media Links
    Featured Services
    Testimonials
    Video
    Contact Form
    Doctor’s Bio
    Office Summary
    Overall Feel Modern
    Elegant
    Lots of Content
    Please Give us Examples of Websites You Like totalfamilyhealthcare.com
    Light or Dark Light Background (dark text)
    Select Colors the blues from our current website / ascetically appealing matches
    Neutral
    Image Types Your Images (Upload or Email)
    People
    Specialty (Medical, Dental…)
    Ethnicity Caucasian
    Hispanic
    Asian
    African American
    Age Group Children
    Teen
    Adults
    Elderly
    Demographic Retired
    Working Class


    Leave a Comment:




    Design Interview 
    Design | 2017-02-22 | Roberto | #70054 |

    I spoke to Max and Kevin. They both seem to have input on the design. They described themselves as “not creative at all,” and wanted to leave the design choices primarily up to us. They wanted to stay within colors that matched or complemented the blue of their logo. Their current site is content heavy, and while they were open to the idea of “breathing room,” they definitely wanted all of the links and content carried over to their new site.

    They had somewhat conflicting ideas about the look and feel they were hoping for in the new site. They talked about a “small town vibe,” using words like “family,” “neighbor,” and “welcoming,” while also wanting the site to inspire “confidence in the doctor,” with a “cutting edge” feeling that emphasized new procedures and got across the idea that they are “really good at science.”

    They liked the idea of medical images, but also images that promoted a healthy lifestyle, with people being active (hiking, yoga, etc.).

    I sent the following sites as samples:

    https://www.lensabl.com/

    http://www.batesdental.com/

    http://discandspine.com/

    http://mismile.com/

    http://dentalamericangroup.com/

    http://smilesofshawnee.com/

    http://kcofp.com/

    http://troydentalstudio.com/

    http://keleybooth.360sites.net/

    http://cheviesnewmanmd.com/

    http://drkolinski.com/


    2017-03-27 | roberto.l
    Max liked the design, but wanted a different header image. I sent five versions of the site with various images, and he chose two that he liked. I spoke with him this morning, and suggested that he go to Shutterstock, choose some images, and send me the serial numbers. He agreed to get back to me with them today.
    2017-03-01 | roberto.l
    Got an inconclusive response re: sample sites. I sent another list yesterday, and left a VM this morning asking for more information.
    2017-02-27 | roberto.l
    Left another VM reminding them about sample site email.
    2017-02-24 | roberto.l
    Left VM reminding them about the sample site email.

    Leave a Comment:




    Create Temp Site closed
    Task: Social | 2017-02-20 | Roberto | #69857 |

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


    2017-03-03 | roberto.l
    Ticket has been completed. Closing ticket.
    2017-03-03 | roberto.l
    Site created. Closing.
    2017-03-03 | alec.j
    Roberto, what's the update on this task (temp site )?

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-02-20 | Roberto | #69856 |

    Hello Max,

    Welcome to Optimized360!

    It was a pleasure speaking to you this morning. As we discussed, I’ll be sending you a list of websites that have the modern and accessible atmosphere that you are looking for.

    If you have any questions about the process, feel free to contact me at roberto.l@optimized360.com, or call our office at 800-997-9368. If I am not available, you can always speak to our creative director, Belinda Tran.

    I look forward to working on this design with you.

    Roberto
    roberto.l@optimized360.com


    Leave a Comment:




    DOMAIN & EMAIL 
    Notes | 2017-02-20 | Danny | #69808 |

    Client has admin access to their domain. DO not do a transfer. Keep their email intact.


    2017-02-20 | danny.n
    he was confused with the domain name cause he brought it up to chandra regarding who owns it and if we would hold it hostage. I clarified with him via emai in writing that we are not transferring it and that Roberto will give specific instructions to point it to our server.

    Leave a Comment:




    Website Design (New Design Project) closed
    Task: New Project | 2017-02-20 | Danny | #69774 |

    – Max (manager)
    – they filled out Questionnaire already.
    – I will call them at 10:30am pst to get cc and transfer to designer

    – Website Makeover. Switching cause current company has poor support and takes forever for updates. They like to have EDITOR access whcih we provide which is important to them.

    – They have an online store that i pointed out to them it doesn’t work. Told him this is and the medical encyclopedia they have on there we do not support which is completely understands and will look into 3rd parties in the future to implement this.
    – he said they own the entire website (design & content) so we can use it as a reference and get what we need.
    – he has patient portals and office pics/info that he wants to migrate over.


    2017-03-03 | roberto.l
    Ticket has been completed. Closing ticket.
    2017-03-03 | alec.j
    Roberto, you can close this task after the interview.
    2017-02-20 | danny.n
    I will call him at 12:30pm est (10:30am pst). He said for some reason it only allowed 3:30pm est.
    2017-02-20 | danny.n
    "Okay, I filled out the form. It made me select 3:30 but other than that I filled it out as myself. Yes that number will work, just ask for me. Thank you."

    Leave a Comment:




    DQ Submission 
    Design | 2017-02-20 | Belinda | #69773 |

    Your Name Max Pickard
    Desired Domain(s) Totalfamilyhealthcare.com
    Do you have an existing Site? Yes
    Practice Name Total Family healthcare
    Tagline (slogan) Become a better, stronger, healthier you!
    Practice Address Street Address: 3115 Citrus Tower Blvd
    Street Address Line 2: Ste. A
    City: Clermont
    State / Province: FL
    Postal / Zip Code: 34715
    Country: United States
    Practice Telephone (352) 3944237
    E-mail for Patients customerservice@totalfamilyhealthcare.com
    Will you be the decision maker during this process? Yes
    Sections Social Media Links
    Featured Services
    Testimonials
    Video
    Contact Form
    Doctor’s Bio
    Office Summary
    Overall Feel Modern
    Elegant
    Lots of Content
    Please Give us Examples of Websites You Like totalfamilyhealthcare.com
    Light or Dark Light Background (dark text)
    Select Colors the blues from our current website / ascetically appealing matches
    Neutral
    Image Types Your Images (Upload or Email)
    People
    Specialty (Medical, Dental…)
    Ethnicity Caucasian
    Hispanic
    Asian
    African American
    Age Group Children
    Teen
    Adults
    Elderly
    Demographic Retired
    Working Class


    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-02-20 | Danny | #69772 |

    Website: $4,000 + $79/m

    Calling client at 10:30am today to transfer to designer. I will get cc from Max.


    2017-02-20 | chandra.t
    Max provided CC via phone (Visa ending in 7560). Charged.
    2017-02-20 | danny.n
    Confusion with the initial fee after call was transferred to Chan for payment. he thought it was $2,000 total. Confusion was in the contract when he saw 2 installments of $2,000. He was going to put on hold and go shop around but i told he we will do it for $2,000 but remove the other features (Ownership & Exc)

    Leave a Comment:




    Estimate – Gold 
    Estimates | 2017-02-16 | Danny | #69596 |

    Sent him the estimate based on our email so far. No pricing was discussed but based on the emails, Gold is ideal

    “Sounds great Danny. Can we set up a time for a phone interview tomorrow then? We can do the store through other means so that isn’t an issue. As long as we keep all of our data, let’s get the ball rolling.

    Thanks, “


    2017-02-20 | danny.n
    sent him the questionnaire to fill out to prep for the interview.
    2017-02-20 | danny.n
    "Good Morning Danny, I was out of the office unexpectedly on Friday. Could we set up something like 1:30 EST? Regards, Max Pickard p. (352) 394-4237 f. (352) 394-6097"
    2017-02-17 | danny.n
    f/u with him today regarding the interview if he is still on and what time.
    2017-02-17 | danny.n
    sk: 4:30pm yest
    2017-02-16 | danny.n
    sk: 12:23pm

    Leave a Comment:




    Response from Max 
    Leads | 2017-02-16 | Danny | #69576 |

    “Good afternoon Danny,

    I’m sorry you’ve had so much trouble trying to get in touch with Kevin. That is the correct email so I’m not sure why it bounced. I’ll be taking over this project since you seem to be able to at least email me. We own the rights to the design of the current website, so you can use that as a base. We want to have all of our functionality such as our store and medical encyclopedia. The big big big issue we have with our current host is that we can’t make any changes on our own, we have to call in and wait for a call back and then wait for them to do it. We really need an admin account that can make adjustments to the website as we need for little discrepancies we want fixed. Your company sounds like it has excellent customer service, so for major changes we can still bring you into things.

    I’m more than happy to provide any further information you may require. Just email me back.

    Regards,

    Max Pickard
    p. (352) 394-4237”


    2017-02-16 | danny.n
    "Sounds great Danny. Can we set up a time for a phone interview tomorrow then? We can do the store through other means so that isn't an issue. As long as we keep all of our data, let's get the ball rolling. Thanks, "
    2017-02-16 | danny.n
    assured him CMS is included. pointed out to him how the shopping cart doesn't work showing an error. Advise him to separate the ecommerce part from the website which is the direction that all of our clients go with vs dealign with a conpany that specializes in ecommerce but does general site cuase this is the issue they are having right now.
    2017-02-16 | danny.n
    "Danny, Just to clarify, the account to make changes is a separate function or included? The site is over 8 years old so it could definitely use a makeover. We just need all the same pages and information. Also, our logo has changed a bit recently. It is the one in my signature and not the one currently on the website. I have supplied the image above in case it will help. The store is hosted by the same website. It isn't essential but it would be great to have it done under the same domain. We have not been made aware of any issues with the store. Let me know if you need anything else."
    2017-02-16 | danny.n
    sk: 11am
    2017-02-16 | danny.n
    responded back to Max askign him a few questions with regards to design (current or want a new one), the online store (currently it is not working) if its the same web company they are switching from.

    Leave a Comment:




    Email Bounce Back 
    Leads | 2017-02-13 | Danny | #69304 |

    emailed him kevin.jakob@yahoo.com which was what he filled out, bounced back. I changed it to jakUB (his wife’s last name), that also bounced back. Called office back, MIA gave me officemanager@totalfamilyhealthcare.com which is his work email.


    2017-02-16 | danny.n
    sk: 10:32am
    2017-02-16 | danny.n
    tried calling him... not avail.
    2017-02-16 | danny.n
    sent him a f/u.
    2017-02-13 | danny.n
    sk: 11:04pm (the officemanager@ email address)

    Leave a Comment:




    Initial Contact 
    Leads | 2017-02-13 | Danny | #69299 |

    called. spoke to Mia, very nice. stated that he is in and out of the office. She asked for me to email him. Told her to take my message which she did.


    2017-02-13 | danny.n
    also sent him intro email (no pricing)

    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    .360temp.com

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

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

    Analytics by Client

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

    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

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

    FTP PW

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


    Alias Info
    Registrar Login
    Milestones
    Introduction: 2017-02-20
    Questionnaire: 2017-02-22
    Site Download/Site Sucker: 2017-03-03
    Temporary Site: 2017-03-03
    Concept: 2017-03-28
    Approved: 2017-03-28
    Add to Upwork
    Add Developer to Temp Site
    Review: 2017-03-31
    Design # and Download:
    Image Optim: 2017-03-31
    Website is Ready:
    Cancelled
    Sitemap, Submissions, 301: 2017-03-03
    Update Other Products:
    Status Cake:
    Live Online: 2017-04-28
    Analytics Setup: 2017-03-31
    Analytics Report or Jetpack Setup: 2017-03-31
    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: 2017-03-28
    Approved: 2017-03-28
    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



    Website
    2017-02-20
    2017-02-20
    Mobile
    Fluid Responsive
    2017-02-20

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2017-02-16 | Danny | Estimate – Gold Ordered

    Gold


    Initial: 2 Payments of $1,999
    Monthly: $79


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x includes all default features (pg 2)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-02-20 | danny.n
    sent him the questionnaire to fill out to prep for the interview.
    2017-02-20 | danny.n
    "Good Morning Danny, I was out of the office unexpectedly on Friday. Could we set up something like 1:30 EST? Regards, Max Pickard p. (352) 394-4237 f. (352) 394-6097"
    2017-02-17 | danny.n
    f/u with him today regarding the interview if he is still on and what time.
    2017-02-17 | danny.n
    sk: 4:30pm yest
    2017-02-16 | danny.n
    sk: 12:23pm
    Leads | 2017-02-16 | Danny | Response from Max


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-02-16 | danny.n
    "Sounds great Danny. Can we set up a time for a phone interview tomorrow then? We can do the store through other means so that isn't an issue. As long as we keep all of our data, let's get the ball rolling. Thanks, "
    2017-02-16 | danny.n
    assured him CMS is included. pointed out to him how the shopping cart doesn't work showing an error. Advise him to separate the ecommerce part from the website which is the direction that all of our clients go with vs dealign with a conpany that specializes in ecommerce but does general site cuase this is the issue they are having right now.
    2017-02-16 | danny.n
    "Danny, Just to clarify, the account to make changes is a separate function or included? The site is over 8 years old so it could definitely use a makeover. We just need all the same pages and information. Also, our logo has changed a bit recently. It is the one in my signature and not the one currently on the website. I have supplied the image above in case it will help. The store is hosted by the same website. It isn't essential but it would be great to have it done under the same domain. We have not been made aware of any issues with the store. Let me know if you need anything else."
    2017-02-16 | danny.n
    sk: 11am
    2017-02-16 | danny.n
    responded back to Max askign him a few questions with regards to design (current or want a new one), the online store (currently it is not working) if its the same web company they are switching from.
    Leads | 2017-02-13 | Danny | Email Bounce Back


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-02-16 | danny.n
    sk: 10:32am
    2017-02-16 | danny.n
    tried calling him... not avail.
    2017-02-16 | danny.n
    sent him a f/u.
    2017-02-13 | danny.n
    sk: 11:04pm (the officemanager@ email address)
    Leads | 2017-02-13 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-02-13 | danny.n
    also sent him intro email (no pricing)