Drs. Kobitary, Schwartz, Kennedy l Colorado Pulmonary Associates l CP 2017

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Liz Hoskins-Colorado Pulmonary Assoc.
Estimates | 2017-04-14 | Paige Nichols | #73680 |

2017-04-25 | paige.n
Spoke to Liz and she said looked over the proposals and going with a company she was referred to that is just going to do the website and "zero" monthly fees! What the what??? Asked her to explain that--- she said they are paying about the same price - but no monthly fee. Got it in writing... and said IT can modify or update it. Said physicians will write more content -- just did not feel even $950/yr is necessary cause once its done, do not think anything will need to be added. Asked her if she thought "doing nothing" would affect their conversion, and she said no, cause 99% referrals to them. Just want this for an online presence only. Ignorant and not thinking long term.

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Phone Conference
Leads | 2017-04-14 | Paige Nichols | #73679 |

LIz— referrals— update with the new physicians — get the old ones off… no real changes…(?) so really doesnt want to invest alot for this. Thinks because the office is referred (hosp environment) that doesnt have to be impressive?? Went over how I would feel if I was referred and said it is very important to have a website that looks up to date, I am going to decide instantly— she agreed, so asked her about budget, and she said low– told her least exp. option Silver and showed her how that will look—liked that— wants a proposal for that… went over the monthly fees and what that includes. Very nice lady–will decide in a few weeks— has a few others that she is also reviewing. Said a new Doc coming on board in June and (thinks) she will wait til next month to get started. Told her would offer a discount for April. if she started earlier and monthly start in July. Good lead.

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What pulmonologist services are
Notes | 2017-03-29 | Paige Nichols | #72464 |

At Colorado Pulmonary Associates, our providers specialize in:
Thoracentesis
Cardiac Imaging
Chest Ct (Incl. Heart And Lungs)
Cardiac Catheterization (Incl. Coronary Angiography)
Cardiac Electrophysiology
Cardioverter-Defibrillator Or Pacemaker Insertion, Removal Or Repair
Pacemaker Insertion Or Replacement
Arterial Blood Gas Test (Abg)
Bronchoscopy
Cardioversion, Elective
Coronary Angioplasty, Atherectomy And Stent
Peripheral Artery Catheterization
Respiratory Management
Automatic Implantable Cardioverter Defibrillator (Icd) Implantation
Biopsy
Breath Testing
Cardiac Myocardial Perfusion Imaging
Incision And Removal Of Foreign Object
Lung Biopsy
Pulmonary Function Test
Pulmonary Procedures
Smoking Cessation Counseling
Spirometry

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Initial contact
Leads | 2017-03-29 | Paige Nichols | #72462 |

Liz–referred by Linda- her IT person called in from Computer Concepts. Her client Liz Colorado Pulmonary – pulmonologists needs a site and asked a few questions about us. looked the site up and is down. Linda will have her call me.

2017-04-07 | paige.n
LC99 Liz called me and set up appt with her Next Friday at 10 AM --- 303 863-0300 -ext 143
2017-04-07 | paige.n
LC8 lft msg on her VM--- asking for a time frame.
2017-04-05 | paige.n
LC7 - Lft msg on her VM
2017-04-04 | paige.n
LC6 Liz-- not available-- Lft msg.
2017-03-31 | paige.n
LC5 -- liz returned my call--- said renewed the domain name, and has the page up--- terrible! so in the middle of a project and wants to talk on Monday. Super nice- Her married name is Hoskins-- talked about my Sis and her married name is Hoskins and distant relative for sure..
2017-03-31 | paige.n
LC4 lft msg on Liz's VM
2017-03-31 | paige.n
LC3 Spoke to John at It and said Linda is out for the day. Call her back Monday.

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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:
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Custom Content

Please submit a task to create content.

ADDITIONAL EMAIL TO:
Hello Dr. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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://.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. Drs. Kobitary, Schwartz, Kennedy, 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://copulmonary.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!
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Concept:
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Review:
Design # and Download:
Image Optim:
Website is Ready:
Cancelled

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Ordered Topics: (please submit a separate ticket)

ADDITIONAL EMAIL TO:
Hello Dr. Drs. Kobitary, Schwartz, Kennedy, 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=103281 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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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://copulmonary.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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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://copulmonary.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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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: frontdesk@copulmonary.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! 
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Google
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None

Notes

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Initial Blog DQ

Social Media Access

Facebook
Account Access:
Active
Cancelled

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Account Access:

PIN:
F/U:
URL:
Active
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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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, 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. Drs. Kobitary, Schwartz, Kennedy, We have successfully installed SSL Security Certificate on your website. You will see the domain convert from http: to https: when visiting your website. Please let us know if you have any questions regarding this. Thank you! Optimized360 Support
Email

HIPAA
Regular Email

Active
Cancelled

Inboxes Created:
BRC - Reputation Management

Pending
Active
Placed on Site
Cancelled
Marketing

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

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

SEO

Pending
Monitored by oDesk
Paused
Cancelled

KEYWORDS

ORDERED/PAID

Template

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 | 2017-04-14 | Paige Nichols | Liz Hoskins-Colorado Pulmonary Assoc. Sent

Silver

Initial: 2 Payments of $999
Monthly: $79

Premium Website

Select from a Gallery & Customize

Mobile Responsive

Matching Design | Auto Dial | Map

On-Site SEO

Specialty Content | Search Submission

Educational Library

Get Access to Hundreds of Articles

Appointment Alerts

Multi-Platform (Email, Fax, Text)

x *No Binding Contract* We earn your business every month!

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

COMMENTS:

2017-04-25 | paige.n
Spoke to Liz and she said looked over the proposals and going with a company she was referred to that is just going to do the website and "zero" monthly fees! What the what??? Asked her to explain that--- she said they are paying about the same price - but no monthly fee. Got it in writing... and said IT can modify or update it. Said physicians will write more content -- just did not feel even $950/yr is necessary cause once its done, do not think anything will need to be added. Asked her if she thought "doing nothing" would affect their conversion, and she said no, cause 99% referrals to them. Just want this for an online presence only. Ignorant and not thinking long term.

Leads | 2017-04-14 | Paige Nichols | Phone Conference

Initial: Payments of
Monthly:

Regular Price:

Initial: Payments of
Monthly:

Regular Price:

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COMMENTS:

Leads | 2017-03-29 | Paige Nichols | Initial contact

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COMMENTS:

2017-04-07 | paige.n
LC99 Liz called me and set up appt with her Next Friday at 10 AM --- 303 863-0300 -ext 143

2017-04-07 | paige.n
LC8 lft msg on her VM--- asking for a time frame.

2017-04-05 | paige.n
LC7 - Lft msg on her VM

2017-04-04 | paige.n
LC6 Liz-- not available-- Lft msg.

2017-03-31 | paige.n
LC5 -- liz returned my call--- said renewed the domain name, and has the page up--- terrible! so in the middle of a project and wants to talk on Monday. Super nice- Her married name is Hoskins-- talked about my Sis and her married name is Hoskins and distant relative for sure..

2017-03-31 | paige.n
LC4 lft msg on Liz's VM

2017-03-31 | paige.n
LC3 Spoke to John at It and said Linda is out for the day. Call her back Monday.

Colorado Pulmonary Associates

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Team

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

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Silver

Initial: 2 Payments of $999 Monthly: $79

Premium Website

Mobile Responsive

On-Site SEO

Educational Library

Appointment Alerts

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: Payments of Monthly:

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: Payments of Monthly:

Initial: Payments of Monthly:

Initial: Payments of Monthly:

COMMENTS:

Initial: 2 Payments of $999
Monthly: $79

Initial: Payments of
Monthly:

Initial: Payments of
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