Latimer Neurology Center

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    Send Letter closed
    Task: Accounting | 2018-01-02 | Belinda | #113248 |

    Hello Dr. Latimer,

    I hope your holiday has been eventful thus far.

    I wanted to reach out to you regarding a website that you had ordered with us. We’ve had no response from you since May and would like to complete the project. I understand you have a busy schedule, but please let me know what else we can do to keep this project moving.

    Your account is currently past due and we are set to cancel it until further notice from you. When ready, please let us know and we’ll be glad to continue the process.

    Belinda


    2018-01-03 | chandra.t
    Mailed letter.

    Leave a Comment:




    Account Cancellation Potential 
    Notes | 2017-08-22 | Belinda | #82613 |

    Emailed:

    Hello Dr. Latimer,

    I hope your summer has been eventful thus far.

    I wanted to reach out to you regarding a website that you had ordered with us. We’ve had no response from you since May and would like to complete the project. I understand you have a busy schedule, but please let me know what else we can do to keep this project moving.

    Your account is currently past due and we are set to cancel it until further notice from you. When ready, please let us know and we’ll be glad to continue the process.

    — Will send out a letter as well.


    2017-08-22 | belinda.t
    Andrea emailed: Thank you. We are putting things on hold for right now. If we need to further discuss our plans, we will let you know.

    Asked if she wanted to bring the account current.

    Leave a Comment:




    Spoke to Tracy 
    Notes | 2017-06-16 | Roberto | #77733 |

    I’m trying to get Dr. Latimer to either approve her design or tell us what needs to happen to get her to approve it. Tracy told me that Dr. Latimer is involved with a move, and so the website is not top-of-mind right now. I asked when I could get Dr. Latimer on the phone. She recommended that I resend my last email (with info about content creation and design approval) and then call around 11:30 EST on Tuesday (6/20) when she is meeting with Dr. Latimer.


    2017-07-31 | belinda.t
    This client has been past due since May. I am going to contact again but as a final contact to get as much done.
    2017-07-31 | alec.j
    Belinda, please check out the previous logs on this note.
    2017-07-18 | alec.j
    Roberto, please f/u.
    2017-07-05 | alec.j
    Roberto, please f/u more frequent. Consider the past due.
    2017-06-20 | roberto.l
    Called, waited on hold for 20 minutes (some sort of "accident" in the office), was told to call back in the afternoon.

    Leave a Comment:




    Phone call to Beth 
    Leads | 2017-05-30 | Paige Nichols | #76600 |

    Spoke to Andrea and she said Dr not available. Said spoke to Roberto earlier and went over a few things. I told her that in order to get things to continue moving forward need Dr L to give us a clue about the kinds of imagery she wants to see so Roberto can create the comp.and then take the next steps.


    2017-06-09 | roberto.l
    Called - they were gone for the day. I'll follow up on Monday and see if I can get them to at least approve the layout.
    2017-06-01 | paige.n
    Andrea called me back and said Dr Beth doesnt like any of the chosen images.... gave the Istock photo gallery to look up some images on their own and let Roberto know what they would like to see.

    Leave a Comment:




    Officite 
    Notes | 2017-05-30 | Roberto | #76586 |

    Andrea told me that that they “had trouble firing” their old website company, and that they expect to be able to “work with us” and make changes when necessary. I told her that we do not work that way, that we host everything, and that no outside company would have access to the site.

    Andrea said that Officite would perform services such as posting short-notice information such as “Phones are currently down” or “Office is closed,” and that Dr. Latimer expected us to be able to perform similar services.

    I told her that I could find out about those possibilities, but that, in the short-term, we can’t develop the site without Dr. Latimer’s approval of the design.


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    Account Progress 
    Notes | 2017-05-16 | Belinda | #75739 |

    Doctor has not been responsive to anything. I am reaching out to see if there’s something else we can do to take necessary steps in the process.

    Email —-

    Hello Dr. Latimer,

    My name is Belinda, a manager here at Optimized360. I noticed that Roberto has tried reaching out to you a few times regarding your new website but has not gotten proper feedback. Was there something regarding the design or process that you are unsure of? Please let us know of any questions or comments you may have, this way, we can deliver proper results.

    Additionally, your monthly payments are set to start soon and I wanted to ensure we are on a proper time schedule for the site launch. Thank you and I look forward to your feedback.


    2017-05-30 | roberto.l
    Spoke to Andrea - Dr. Latimer has been on vacation for the last five days. She is due back today, but has not responded to calls - she most likely won't have time to consider the site until Thursday. Andrea asked me to send them all of the material again (layout, photos), and said that she would try to get an answer for me.
    2017-05-30 | belinda.t
    Reached out to Paige to talk to client regarding past due and work that needs to be completed. Plan to pause all monthly items as client is not responsive. Paige will call and see clients response to the work that has already been completed. Will make adjustments to the monthly as soon as Paige gives feedback.

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    Past Due 
    Accounting | 2017-05-16 | Chandra | #75736 |

    Email past due $499 for 360Plan.


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    Call for feedback 
    Notes | 2017-05-12 | Roberto | #75613 |

    Called Dr. Latimer’s office a couple of times today. Andrea was out, Tracy was busy with clients. I left a message with another staff member asking for Tracy to give me a call back to discuss the last round of header images, but no luck.


    2017-05-15 | roberto.l
    Spoke to Andrea this morning re: header photos - She had vague memories of the email I sent with the samples, and suggested photos with a mix of kids and adults. I emphasized that I was looking for either approval or substantive feedback on the colors and layout, as images are relatively easy to change. She told me that she would talk about the design with Dr. Latimer. I will call again tomorrow.

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    Sent drafts with new header image 
    Notes | 2017-05-05 | Roberto | #75092 |

    I spoke to Andrea – she told me that one of the reasons I wasn’t getting usable feedback from Dr. Latimer is that the doctor didn’t like the header image – not racially diverse enough – and so she didn’t bother looking at the rest of the design.

    I sent Andrea and Dr. Latimer screenshots of the header section of the design with seven different options of hero photos.


    2017-05-10 | roberto.l
    Called and spoke to Tracy this morning - She said that she would have time this afternoon to go over the images with Dr. Latimer.

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    Next steps 
    Design | 2017-04-26 | Roberto | #74396 |

    Spoke to Tracy.

    Dr. Latimer has feedback about the draft that she talks about to her staff, but doesn’t send to me.
    She wants more ethnic diversity in the header image.
    She is distracted by the use of placeholder text.

    I told her that:
    Feedback needs to be specific, and focus on design, not content.
    We don’t retype content, but we will commission articles for $100 each. They get 20 free. I need a list of those topics, and blog topics as well.
    I’ll turn around another draft with temp text and a more diverse header image.

    I followed up with an email.


    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-04-19 | Roberto | #73992 |

    Hello Dr. Latimer,

    I’ve compiled a design draft for your review.

    Please take a moment to review this concept and let me know how you feel about the layout and colors of the design.

    Thank you,
    Roberto


    Leave a Comment:




    test note 
    Notes | 2017-04-18 | Roberto | #73861 |

    Home

    Contact Us

    About Us

    Angel Flight – Free Medical Flights

    Treatments & Conditions

    Videos

    PANS & PANDAS

    Autism

    Migraine Headaches

    Contact us

    ADD/ADHD

    Concussion

    Bethesda Maryland Pediatric Neurologist

    Gaithersburg Maryland Pediatric Neurologist

    Potomac Maryland Pediatric Neurologist

    Rockville

    Silver Spring Maryland Pediatric Neurologist

    Washington DC Pediatric Neurologist

    Pediatric Neurologist Arlington VA

    Pediatric Neurologist Alexandria VA


    http://www.bethlatimermd.com/wp-content/uploads/2014/07/Dr.-M.-Latimer-CV-1-2.pdf

    Occipital Nerve Blocks

    Tremors

    Cluster headache

    Spasticity

    Tics

    Botox For Migraines

    Neurological Disorder Evaluation & Treatment

    Occipital & Trigeminal Neuralgia


    Leave a Comment:




    blog topic request 
    Notes | 2017-04-18 | Roberto | #73855 |

    I wrote to Andrea and Tracy with a request for blog topics. I am sharing a Google Docs folder with them, so they can upload relevant docs easily.


    Leave a Comment:




    Dr. Latimer communication issues 
    Notes | 2017-04-06 | Roberto | #73117 |

    From Dr. Latimer:
    “Pease look at DrFrid Elena Frid M.D. New york.

    I am a little disappointed that this is requiring so much work on my part without anyone calling or visiting me.

    Sending me an e mail with a request to write the website myself is ridiculous.”

    I responded with a lengthy email about what we needed from her to continue the design process.

    She called, and we had a long discussion about what she wanted. It took a while to get across the idea that she is the single source of truth about information about her. Getting her information up accurately will be difficult.

    Key info:
    She does not want patient education pages. She does not want patients to be able to call and ask questions. She wants to be able to post “the rules of the road” about doctor/patient interactions (She has had difficult/violent clients & stalkers). The first client contact must be in person. She was resistant to hand off control to her staff (she says “they are incompetent”) but agreed to let me contact them via email to get info about her.

    Staff: Andrea – latimer.office@gmail.com
    Tracy – latimerpandasinfo@gmail.com

    She is furious about Vitals.com, which posts doctors’ contact info without their permission.

    The site will be simple and focus mainly on her accomplishments and memberships.
    I told her would send her a simple site map and a copy of her current bio, and she could cross off whatever she wanted.


    2017-04-17 | alec.j
    Roberto, please call for f/u and log your conversations. She expects more f/u.
    2017-04-12 | roberto.l
    Spoke to Andrea (office manager) at length - she will provide as much office info as she can. She didn't know that Latimer Neurology Center has a YouTube channel - their previous company probably put it up for them.
    2017-04-11 | roberto.l
    https://www.elenafridmd.com - Dr. Latimer likes this site.

    She said: "Give me that."

    Leave a Comment:




    Site sample/custom content follow up 
    Notes | 2017-04-05 | Roberto | #72984 |

    Left message with receptionist.


    2017-04-06 | roberto.l
    Left another message with receptionist. Dr. Latimer's cell goes directly to voicemail, mailbox is full, can't leave messages.

    Leave a Comment:




    Sent request for custom content order 
    Notes | 2017-04-04 | Roberto | #72886 |

    I emailed Dr. Latimer with a sample article and a link to a spreadsheet listing her current patient education articles. I asked her to indicate on the spreadsheet which of her current articles she would like replaced, what new articles she would like to order, and what guidelines or restrictions she has for our writers.


    Leave a Comment:




    Migrate content from old site closed
    Task: Other | 2017-04-04 | Roberto | #72878 |

    Please bring over content from bethlatimermd.com to the temp site – bethlatimer.360sites.net


    2017-04-10 | catherine.c
    completed.
    2017-04-10 | developerbrijesh
    here page url
    http://bethlatimer.360sites.net/about-us/ please check

    2017-04-09 | catherine.c
    About Us page is not displaying on bethlatimer.360sites.net
    2017-04-05 | developerbrijesh
    we have Migrate content from old site form old site to new site please check if you have any changes then tell us

    Leave a Comment:




    301 redirect links 
    Notes | 2017-03-17 | Roberto | #71723 |

    Home

    Contact Us

    About Us

    Angel Flight – Free Medical Flights

    Treatments & Conditions

    Videos

    PANS & PANDAS

    Autism

    Migraine Headaches

    Contact us

    ADD/ADHD

    Concussion

    Bethesda Maryland Pediatric Neurologist

    Gaithersburg Maryland Pediatric Neurologist

    Potomac Maryland Pediatric Neurologist

    Rockville

    Silver Spring Maryland Pediatric Neurologist

    Washington DC Pediatric Neurologist

    Pediatric Neurologist Arlington VA

    Pediatric Neurologist Alexandria VA


    http://www.bethlatimermd.com/wp-content/uploads/2014/07/Dr.-M.-Latimer-CV-1-2.pdf

    Occipital Nerve Blocks

    Tremors

    Cluster headache

    Spasticity

    Tics

    Botox For Migraines

    Neurological Disorder Evaluation & Treatment

    Occipital & Trigeminal Neuralgia


    Leave a Comment:




    Account info 
    Notes | 2017-03-17 | Roberto | #71722 |

    Dropbox link: https://www.dropbox.com/sh/w4a8fozoxg3zzvx/AABUQGT3use6udCMgVj796IKa?dl=0

    FTP:

    username: bethlatimer
    password: angApoctyeslajsu


    2017-03-27 | roberto.l
    Called Dr. Latimer's office, left message with receptionist - trying to get the doctor on the phone to evaluate site samples.

    Leave a Comment:




    Design Interview 
    Design | 2017-03-16 | Roberto | #71599 |

    The legal name of her practice is “M. Elizabeth Latimer MD,PC”

    Wants a professional but welcoming feel – patient home
    “We’ll take care of you”
    “No matter how bad your headache is, I can make it better”
    Concierge service
    Easy to navigate

    on the home page:
    doctor bios
    Rules of the road
    pictures of her staff – she doesn’t have these yet
    happy kids running around
    pics of DC, Georgetown – historical, cherry blossoms, Potomac river
    bright colors, bold (she likes purple & green)

    Separate, dedicated headache section

    member of American Headache Society

    She has a strong focus on the fundamentals, and a broad & deep knowledge of the field

    She gets patients from all over the world – they fly in, stay for 2-3 days of treatment, & then leave
    Treats lots of kids
    wants a balance between kids/teens & adult imagery
    treats a lot of adult headaches – can fix any type of headache
    90% of headaches can be correctly diagnosed in ten minutes with a careful look at the medical history

    Sites she likes:

    Home


    http://www.nepans.org/

    Doesn’t like her current site – pictures of kids seems random, she doesn’t wear a white coat – her staff wears purple scrubs

    Services:
    Comprehensive Neurological Evaluation
    Headache Management
    PANDAS
    General Child Neurology
    Adults – Migraine Headaches, Tics, OCD


    2017-03-24 | roberto.l
    Sent email re: domains and site samples - no response. Left message with staff to make appt. to speak with Dr. Latimer on Monday morning.

    Leave a Comment:




    Create Temp Site closed
    Task: Social | 2017-03-09 | Roberto | #71163 |

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


    2017-03-17 | roberto.l
    Ticket has been completed. Closing ticket.
    2017-03-17 | roberto.l
    temp site created. closing.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-03-09 | Roberto | #71162 |

    Hello Dr. Latimer,

    Welcome to Optimized360!

    My name is Roberto and I’ll be the designer working with you to bring your custom website from concept to publication. I spoke to your account representative about your account and your initial choices.

    Please take a few minutes to fill out our design questionnaire below. This should give you an idea of the variety and type of elements that contribute to an effective design.

    URL: https://form.jotform.com/61947943668171

    Once you’ve filled out the questionnaire, you can use the link below to schedule a brief phone interview, where we can discuss specifics.

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

    When I have a sense of what you are looking for, I’ll be able to begin the design process.

    I look forward to working on this design with you.

    Thank you,
    Roberto
    roberto.l@optimized360.com


    2017-03-14 | roberto.l
    Design interview scheduled for 3/15, 9AM PT

    Leave a Comment:




    Email: Social Intro 
    Design | 2017-03-09 | Jan S. | #71160 |

    Hello Dr. Latimer,

    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 provide admin access to social@optimized360.net -OR- login credentials so that we may update what’s necessary.

    BLOG

    You have also ordered a monthly blog with us in which we will need 6-12 topics from you. These topics can range from anything about your specialty or otherwise. Please send those topics as soon as possible so that our copywriters can get it started for you. After these topics are received, we will publish an article every month to your website and social media accounts.

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


    Leave a Comment:




    SEO Order – 10 hrs closed
    Task: Sales | 2017-03-09 | Paige Nichols | #71149 |

    Client ordered 10 hrs SEO


    2017-03-28 | justinn
    Sent to Naveed

    Leave a Comment:




    Please set up Rep Mgmt closed
    Task: Social | 2017-03-09 | Paige Nichols | #71147 |

    Client ordered Rep Mgmt page


    2017-03-16 | jan.s
    The Business Review Central profile for Latimer Neurology Center passed review. Followed up via email to provide credentials, closing task.
    2017-03-15 | jan.s
    The Business Review Central profile for Latimer Neurology Center was submitted for review. Used current information from their website. I was only able to find and upload 6 reviews from Google Plus and Facebook. Unable to link to tempsite since it was not created yet, currently waiting for a response.

    Leave a Comment:




    Please set up Facebook/twitter/google+/blog closed
    Task: Social | 2017-03-09 | Paige Nichols | #71146 |

    2017-03-09 | jan.s
    Social intro email template was sent. Transferred notes to CP, closing task.

    Leave a Comment:




    New Design Project closed
    Task: New Project | 2017-03-09 | Paige Nichols | #71142 |

    Dr Latimer– She is a Pediatric Neurologist.and sometimes takes adult patients. super smart–very slow and methodical. Not computer savvy at all. Has a site now but HATES it. says not personal at all. Has had no cooperation from current company. Will need alot of direction and hand holding-be patient. Doesnt think her Staff is competent and wants everything to go through her — CELL 202-528-5142, Her front desk lady “Andrea” or “Tracy” if no response from Dr Latimer. Is leery of anyone taking advantage of her-so reassure her at all times. She is a super nice lady and easy to work with, but East Coaster personality. Will need a lesson on the review management access after all things completed. Will want a couple of custom pages written – since she is a very particular specialty. Does speaking engagements and seminars so will want some details added occasionally about them—like for her FB or Blog page. Might need help with getting the domain name– she may not know how this was done initially.


    2017-03-16 | roberto.l
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    New Order closed
    Task: Accounting | 2017-03-09 | Paige Nichols | #71139 |

    360plan-$7500
    2 payments $3750 (1 now, 1 in 30 days)
    Monthly fee $499


    2017-03-09 | paige.n
    MC ending 8124
    2017-03-09 | chandra.t
    Charged.

    Leave a Comment:




    Dr Beth Latimer 
    Estimates | 2017-03-07 | Paige Nichols | #70941 |

    2017-03-08 | paige.n
    LC2 Spoke to Dr L and she said she did get my email--- was in a meeting and will follow up with me.
    2017-03-07 | paige.n
    Phone Conference--follow up with her Cell only. Dr Latimer called in and she is a pedo neurologist and occasionally works with adults. Said "My website sucks"--- asked for more details-said , the person who is doing it now wont make mods, have asked him to do links to outside organization, like non profit she wrks with and just lags Hates the look of it. wants a much more user friendly site where her parents can get info and see different services she can provide. Very concerned about reviews--- said some have posted "reviews' on Vital.com that are bogus and asked if we could have them removed. Told her cannot-but she can respond-- may need clarification on that and how. Explained the way we can help her with reviews and how much better to control. Explained the packages and emphasized us taking off her plate "all of this stuff" so she can focus on her favorite things -- "her little patients" . Doesnt know anything about her domain name and will need help with that too. very sweet lady...seems frustrated with the process and just wants to hand off to someone. Will follow up with her tomorrow.

    Leave a Comment:




  • Domain Information
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    Concept: 2017-04-19
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  • Video Information
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    COMPANY
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    Optio: register w/client info
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  • Blog Schedule
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    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.

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    STEPS
    Ordered: 2017-03-09
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    SEO
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    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2017-03-09
    2017-03-09
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    2017-03-09

    Videos


    Marketing
    2017-03-09

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    2017-03-09
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    2017-03-09

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    2017-03-09

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    2017-03-09

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    2017-03-09
    2017-03-09

    Leads | 2017-05-30 | Paige Nichols | Phone call to Beth


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-06-09 | roberto.l
    Called - they were gone for the day. I'll follow up on Monday and see if I can get them to at least approve the layout.
    2017-06-01 | paige.n
    Andrea called me back and said Dr Beth doesnt like any of the chosen images.... gave the Istock photo gallery to look up some images on their own and let Roberto know what they would like to see.
    Estimates | 2017-03-07 | Paige Nichols | Dr Beth Latimer Ordered

    Gold


    Initial: 2 Payments of $1999
    Monthly: $79


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

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    Own the Custom Design We Create

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    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Platinum

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    Initial: 2 Payments of $2999
    Monthly: $149

    Gold Package

    Everything on Gold Package Plus

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build a Logo


    360 Plan

    Regular Price: $9999

    Initial: 2 Payments of $3750
    Monthly: $499

    Platinum Package

    Everything on Platinum Package Plus

    Educational Videos

    High-Quality Patient Education Videos

    Advanced SEO

    Ongoing SEO (10hrs/m)

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    *All websites include features from page 2 of proposal. NO binding contracts - Ever!

    COMMENTS:

    2017-03-08 | paige.n
    LC2 Spoke to Dr L and she said she did get my email--- was in a meeting and will follow up with me.
    2017-03-07 | paige.n
    Phone Conference--follow up with her Cell only. Dr Latimer called in and she is a pedo neurologist and occasionally works with adults. Said "My website sucks"--- asked for more details-said , the person who is doing it now wont make mods, have asked him to do links to outside organization, like non profit she wrks with and just lags Hates the look of it. wants a much more user friendly site where her parents can get info and see different services she can provide. Very concerned about reviews--- said some have posted "reviews' on Vital.com that are bogus and asked if we could have them removed. Told her cannot-but she can respond-- may need clarification on that and how. Explained the way we can help her with reviews and how much better to control. Explained the packages and emphasized us taking off her plate "all of this stuff" so she can focus on her favorite things -- "her little patients" . Doesnt know anything about her domain name and will need help with that too. very sweet lady...seems frustrated with the process and just wants to hand off to someone. Will follow up with her tomorrow.