Smiles Philosophy Dental Care

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    Profile ID: 103177




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    Start Cancellation







    Cancel Project closed
    Task: Website | 2017-04-06 | Danny | #73101 |

    See previous note for reason.


    Leave a Comment:




    Credit Back closed
    Task: Accounting | 2017-04-06 | Danny | #73100 |

    Chan, please credit back what was charged 1st Installment: $1,999


    2017-04-06 | danny.n
    "Thanks Danny. I will look out for the credit. Again, you were awesome and Im sorry that we were not able to continue with the process. Take Care, Dr. Morris "
    2017-04-06 | chandra.t
    Stopped charges.
    2017-04-06 | chandra.t
    Refunded $1999 back to American Express in 1005.

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    Pause Project closed
    Task: Other | 2017-03-31 | Danny | #72643 |

    Jan, please pause project until further notice. Thank you.


    2017-03-31 | belinda.t
    Removed Jan from account, please let me know when activated.
    2017-03-31 | jan.s
    I have received this notification, placing project on hold.

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    Competitor Pricing 
    Complaint | 2017-03-23 | Danny | #72073 |

    Dr emailed asked me to call her. Called her. She said she got an offer from another company “doctor’s internet” offering her $0 initial with 1st 3 months waived, after that it is $339/m with a 1-year contract.

    Pointed out to her that is is $4,000 which she is paying every year compared to ours which is $900/year. What she is getting is a template and pointed out to her how easy it is for them to offer that. She also mentioned features that they are offering too like social. Told her i can add the facebook/G setup for her. Told her to jsut send me so i can review and i’ll do what i can. Dr will send.


    2017-04-04 | danny.n
    gave dr my schedule today and rest of the week. Asked her to let me know what day and a window. I will wait for her call.
    2017-04-04 | danny.n
    "Hello Danny, Do have time to speak today or tomorrow? Let me know. Thanks, Lauren Morris DDS"
    2017-04-04 | danny.n
    f/u with dr to speak. Dr is quite busy.
    2017-03-31 | danny.n
    waiting on dr to call me back to discuss per her request. Will try 1 more time when i next speak to her to continue... if not, will respect her decision and initiate the cancellation process. In the meantime, have asked Jan to stop project until further notice.
    2017-03-31 | danny.n
    "Hello Danny, I apologize about yesterday. I became very busy with the office that I associate with. I have had much thought and did look over your other offer. Unfortunately, I will still have to pass with Optimize 360. I'm really sorry. If you have time this evening or even tomorrow lets connect, but ultimately I would not like to move any further with the process. Thanks for your kindness Danny. Lauren Morris DDS"
    2017-03-29 | danny.n
    Called.. lm to f/u with dr on the last ditch offer to see if she wants to proceed or take up on the offer to continue. Sent dr an email as well.
    2017-03-28 | danny.n
    sent dr 1 final offer. Dr is extremely nice. want her to do it the right way from the beginning so she doesn't make a mistake like others wasting time and money.
    2017-03-28 | danny.n
    "Hello Danny, Thanks again for the feedback. I wanted to inform you that after very long consideration, I have unfortunately decided not to stick with Optimize360. I am available to discuss on this Wednesday is you like. Please let me know the next steps if any to terminate the process. Thanks so much for you help and time, Lauren Morris DDS"
    2017-03-24 | danny.n
    "Hello Danny, Thank you for the alternative offer. I am still considering staying on with optimize360, just need more details of the services provided as I am undecided about some things. A great custom website is always best, but one of my main concerns is having help and direction with social media and google+ and yelp. Another very attractive feature of doctors internet.com is the social media app with helps with patient post/hippa compliance with a click of a button. Also, as always stated, SEO is important as well. Is there any way you can forward me a copy in writing of all the services that will be provided. I am more of a visual person, and it would due me a great service to see the services that I will be getting. Thanks so much Danny, Lauren Morris"
    2017-03-23 | danny.n
    sent dr a response pointing out to her the difference bt what we do vs them and the cost to her after 1 year which cost more for a crappier product. Offered her to break up the 2nd installment remaining ($2000) to 4 installments of $500 to relieve the monthly since its a new practice. Secondly, offered to add FB/G+ for her and pointed out to her what they really do for facebook, whcih is a generic setup.
    2017-03-23 | danny.n
    "Hi Danny, Thanks for the quick response. Here is the other offer. One of the most important factors is the fact that there is very little start up cost, considering that I am a start up practice. They are offering 3 months free, $319 a month. Hope to hear from you shortly, Lauren Morris DDS "

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    Draft Submitted 
    Concepts | 2017-03-22 | Jan S. | #72012 |

    Hello Dr. Morris,

    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.


    Leave a Comment:




    New Design closed
    Task: New Project | 2017-03-20 | Jan S. | #71765 |

    Example

    – http://markelovmd.com/

    Layout

    – Sectional
    – Flat
    – Clean
    – Streamlined
    – Easy To Navigate

    Feel

    – Modern
    – Elegant
    – Spa-Like
    – Clean

    Colors

    – Light Background (dark text)
    – Dr. Morris really likes the colors on Alexey Markelov, MD.
    — Teal
    — Beige
    — Grey
    — Aqua
    — Deep
    — Neutral

    Images

    – Closeups of happy, friendly people with bright white smiles.
    – Caucasian
    – Hispanic
    – Asian
    – African American

    Sections / Features

    – Home Slider
    – Featured Services

    1.) Fillings
    2.) Crown/Bridge
    3.) Teeth Whitening

    – Biography of Dr. Lauren Morris
    – Video
    – Testimonials
    – Social Media
    – Contact Form
    – Map

    Other Notes

    – Dr. Morris really likes Alexey Markelov, MD so use that as a starting point for the design.
    – The design of Alexey Markelov, MD uses too much teal, please incorporate beige to balance out the color scheme.

    smiles-philosophy-dental-care-log


    2017-03-28 | jan.s
    Confirmed, will follow up with you by the end of the day regarding the status of this project.
    2017-03-28 | danny.n
    Jan, just an update. This client been wanting to go with a cheaper route with a template company. Been working on her to stay. I should have a final answer by Tomorrow. Will update you by tomorrow to continue or hold. Please f/u with end of the day tomorrow if you don't hear back from me but in meantime, no need to contact her until further notice. thx.
    2017-03-22 | jan.s
    Thank you Sachit, closing task.
    2017-03-22 | developersachit
    I have submitted the design
    2017-03-21 | developersachit
    I just logged in after Belinda's email and saw this new design order. I did not get any automated email when it was submitted. I have recieved the design now.
    2017-03-21 | jan.s
    Hello Sachit, please confirm if you have received this new project.

    Leave a Comment:




    Design Interview: Notes 
    Design | 2017-03-17 | Jan S. | #71704 |

    Websites They Referenced

    – http://sdshouston.com/
    – http://delaunedental.com/
    – http://7oclockdental.com/

    I informed her that the websites she referenced were more traditional modern rather than spa-like or elegant and she agreed. Her primary concerns were that it captured the overall feel. She provided a wide list of colors based off of her office but was not too concerned about the colors.

    Therefore, I sent an email with examples to gauge her opinions on what she liked and disliked. I sent websites with variety but within the criteria that she is allegedly specified.

    Criteria

    – Modern
    – Spa-Like
    – Elegant
    – Simple and Clean

    Colors

    – Teal
    – Beige
    – Grey
    – Aqua
    – Deep
    – Neutral

    Examples

    1.) http://markelovmd.com/ (Rank #1)
    — REALLY Likes:
    —— Overall Feel
    —— Font
    —— Colors
    —— Slider and Pictures
    — Dislikes:
    —— No Sitemap
    —— No Video

    2.) http://vinayshahmd.com/ (Rank #2 – Tied)
    — Likes:
    —— Services
    —— Biography
    —— Images (light)

    3.) http://www.pdsoc.com/ (Rank #2 – Tied)
    — Likes:
    —— Social Media
    —— Services
    —— Contact Info

    4.) http://foreveryoungmedspas.com/ (Rank #3)
    — Likes:
    —— Colors
    —— Services
    — Dislikes:
    —— No Slider
    —— No Sitemap
    —— Hard To Find Address

    5.) http://danforthdentalsolutions.ca/ (Rank #4)
    — Likes:
    —— Services
    — Dislikes:
    —— Picture of Nature
    —— Lack of Color/Too Greyscale

    Concerns

    – She wants a sitemap.
    – The fact that she was not really too concerned about the colors.


    2017-03-31 | jan.s
    Informed by Danny to place this project on hold.
    2017-03-24 | danny.n
    i am in communication with her and responded to her email today. Continue your usual f/u next week. Thanks.
    2017-03-24 | jan.s
    Suggested to move to development but she wants to speak with Danny regarding negotiation. Please follow up with Dr. Morris.
    2017-03-24 | jan.s
    Received follow up from Dr. Morris. Quick Notes: Really likes the design draft. Minor Adjustments: Add business address, add navigation for hero slider, incorporate menu bar.
    2017-03-24 | jan.s
    Called and left a message as well, currently waiting for a response.
    2017-03-24 | jan.s
    Followed up via email, currently waiting for a response.
    2017-03-24 | jan.s
    Design Draft #1 was submitted on 03/22.

    Leave a Comment:




    Marketing Analysis closed
    Task: Sales | 2017-03-16 | Justin | #71598 |

    Rec: $16-$33

    Please send


    2017-03-28 | danny.n
    Ticket has been completed. Closing ticket.
    2017-03-28 | danny.n
    closing task for now. Client may be cancelling project to go with cheaper template company option. still working with client to stay on.

    Leave a Comment:




    301s 
    Design | 2017-03-16 | Jan S. | #71586 |

    http://smile-philosophy.com/
    http://www.smile-philosophy.com/


    Leave a Comment:




    PPC Analysis closed
    Task: Sales | 2017-03-16 | Danny | #71578 |

    Justin, can you get the report when you have time. just need it by the time site is almost done. not urgent.


    2017-03-28 | justinn
    Task was still open - sent to Danny already on March 16th

    Leave a Comment:




    360 Custom DQ 
    Design | 2017-03-15 | Jan S. | #71564 |

    Your Name: Lauren Morris DDS
    Do you have an existing site? Yes
    Practice Name: Smile Philosophy Dental Care
    Secondary Title (Dr. Name): Lauren Morris DDS
    Tagline (slogan): Bringing a smile to dental wellness

    Practice Address

    Street Address: 701 N Broad Street
    City: New Orleans
    Postal / Zip Code: 70119
    Country: United States
    Practice Telephone (504) 304-4981
    E-mail for Patients smile.philosophy.dental@gmail.com
    Will you be the decision maker during this process? Yes

    Sections

    – Social Media Links
    – Featured Services
    – Testimonials
    – Video
    – Contact Form
    – Office Map
    – Doctor’s Bio

    Overall Feel

    – Modern
    – Spa-Like
    – Elegant
    – Simple and Clean

    Please Give Us Examples of Websites You Like

    – sdshouston.com
    – delaunedental.com
    – 7oclockdental.com

    Light or Dark

    – Light Background (dark text)

    Select Colors

    – Teal
    – Beige
    – Grey
    – Aqua
    – Deep
    – Neutral

    Ethnicity

    – Caucasian
    – Hispanic
    – Asian
    – African American

    Age Group

    – Children
    – Adults

    Demographic

    – Working Class

    Specialty

    – General dentistry

    Top 3-4 Services

    – Fillings
    – Crown/Bridge
    – Teeth Whitening

    smiles-philosophy-dental-care-log

    smiles-philosophy-dental-care-log

    Leave a Comment:




    Create Temp Site closed
    Task: Social | 2017-03-15 | Jan S. | #71563 |

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


    2017-03-16 | jan.s
    The custom rogue tempsite for Smiles Philosophy Dental Care was created, activated custom laurenmorris theme, Jetpack and SiteStats were already activated, Google Analytics was added, Jotforms were added, imported default General Dentistry content via ContentCopier, updated additional pages, and submitted an FTP ticket to Pagely support, closing task.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-03-15 | Jan S. | #71562 |

    Hello Dr. Morris,

    Welcome to Optimized360!

    My name is Jan 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/optimized360/calls

    I look forward to working on this design with you.

    Jan
    jan.s@optimized360.com


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    Website Design (New Design Project) closed
    Task: New Project | 2017-03-15 | Danny | #71552 |

    – Dr. Morris – extremely nice
    – has domain. Has logo. Site was started by a local person but it fell through.

    – practice is opening 2-3 weeks. Understands it will take at least 4 weeks. She may want a temp site in the meantime.

    – Scheduled Dr for 11:30am PST for design interview. Sent her questionnaire already.

    – will do PPC (reconnect) once site is almost complete.


    2017-03-17 | jan.s
    The design interview was completed. Please see the notes provided on CP, closing task.
    2017-03-15 | jan.s
    Design Introduction email was sent.
    2017-03-15 | jan.s
    Received request for 11:30 AM PST on Friday, 03/17 via Calendy.

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    Website Design (New Order) closed
    Task: Accounting | 2017-03-15 | Danny | #71551 |

    Website: $4,000 + $79/m

    cc provided over the phone: – amex 01005 exp 11/21

    Chan, please set 1st charge on March 20th


    2017-03-23 | alec.j
    The first cheque cleared.The next one set for April 20.
    2017-03-15 | chandra.t
    Set to charge 3/20/17.

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    Phone Conference 
    Estimates | 2017-03-15 | Danny | #71550 |

    Called dr per scheduled time. New practice opening in 3 weeks. Had a site started but fell through with a local person they knew. Talked to Officite, PBHS, & Great Dental Websites.

    Gave her pointers on what they do vs us and the importance of a unique site. Spent over 30 mins talking to her giving her suggestions.

    Went over SEO and PPC. Recommended to focus on PPC since its a new practice which requires immediate patients.

    Went over all 3 packages. Dr wants to start with Gold and add other features in the future. Has a logo already.

    Marketing: will reconnect to get her analysis of her competitors currently doing ppc. Gave her pointers on how cost-effective it is already and is sold.


    Leave a Comment:




    Calendly Schedule – 3/15 Wed @ 3pm 
    Leads | 2017-03-15 | Danny | #71490 |

    Hi Danny N. – Optimized360,

    A new event has been scheduled.

    Event Type:
    30 Minute Meeting

    Invitee:
    Lauren Morris

    Invitee Email:
    smile.philosophy.dental@gmail.com

    Event Date/Time:
    03:00pm – Wednesday, March 15, 2017 (Pacific Time – US & Canada)


    Leave a Comment:




    Initial Contact 
    Leads | 2017-03-13 | Danny | #71298 |

    lead came from saturday. Called, lm on her cell.


    2017-03-14 | danny.n
    called. mailbox is full. sent email.

    Leave a Comment:




  • Domain Information
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    .360temp.com

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    Introduction: 2017-03-15
    Questionnaire: 2017-03-15
    Site Download/Site Sucker: 2017-03-16
    Temporary Site: 2017-03-16
    Concept: 2017-03-23
    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:
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    Analytics Setup: 2017-03-16
    Analytics Report or Jetpack Setup: 2017-03-16
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    Add new milestone to Upwork.com Add new milestone to Upwork.com
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  • MILESTONES
    Website Backup:
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    Concept: 2017-03-23
    Approved:
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    Sitemap, Submissions, 301:
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    Analytics Applied:
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    DC is Live:
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    Previous Design #

    Previous Site Removed:
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    Previous FTP USER

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    ADDITIONAL EMAIL TO:



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

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  • Video Information
    Added to vendor DB
    Checked for alias
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    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
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    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



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    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
    2017-03-15
    2017-03-20
    Mobile
    Fluid Responsive
    2017-03-15

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2017-03-15 | Danny | Phone Conference 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

    x - includes all default features (pg 2)

    Platinum

    Regular Price: $8,999

    Initial: 2 Payments of $2,999
    Monthly: $149

    Gold Package

    Everything on Gold Package Plus

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Videos

    High-Quality Patient Education Videos

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build a Logo

    - includes all default features (pg 2)

    360 Plan

    Regular Price: $10,999

    Initial: 2 Payments of $3,749
    Monthly: $499

    Platinum Package

    Everything on Platinum Package Plus

    Advanced SEO

    Ongoing SEO (10hrs/m)

    PPC Management

    Google Adwords Management

    Review Management

    A 5-Star Reputation (Review Site)

    Social Marketing

    Monthly Blogging with Custom Content

    - includes all default features (pg 2)

    COMMENTS:

    Leads | 2017-03-15 | Danny | Calendly Schedule – 3/15 Wed @ 3pm


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-03-13 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-03-14 | danny.n
    called. mailbox is full. sent email.