Smith Chiropractic & Wellness Center

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    Profile ID: 103355




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    Start Cancellation







    Cancel Account closed
    Task: Accounting | 2017-12-19 | Belinda | #110849 |

    Please cancel/delete the site.


    2017-12-19 | charles.b
    closing task
    2017-12-19 | charles.b
    Site deleted from 360temp

    Leave a Comment:




    Cancel Account closed
    Task: Accounting | 2017-12-19 | Belinda | #110846 |

    Please cancel account in full. Please send Dr. Smith confirmation.


    2017-12-19 | chandra.t
    Refunded $799 back to Visa ending in 4543, stopped any pending charges, and emailed Dr. Smith confirmation.

    Leave a Comment:




    Cancellation Note 
    Accounting | 2017-12-18 | Belinda | #110618 |

    This is not approved yet, but a message sent to Ralph:

    ———

    Ralph,

    After thinking it over, I’ve made the decision to cancel my account with optimized360 for the reasons you are already aware of. Thank you for giving me the flexibility to make the decision as you already know what I’ve been through with other sites. Could we please get the name transferred back to myself on the go daddy account as well as the initial investment. Thanks for taking the time to help with the hiccups though. I hope your word on the refund still stands and that we can resolve this in a timely manner. Please give me a call should you have any questions. Thanks!


    2017-12-19 | belinda.t
    Spoke to Dr. Smith regarding cancellation that we are in process of refunding. Asked if there was anything in our process or presentation that could be improved on. He said he "just wanted something with more creative control and customizable." Wish him the best of luck in finding a perfect match.

    Leave a Comment:




    Phone Call 
    Notes | 2017-12-12 | Belinda | #109977 |

    Dr. Smith is confused as to what’s included or not. Charles says no, Belinda says yes. Explained why we cannot simply say “yes” to all of his non-existent edits. I can only make promises to what he’s asking me currently.

    Explained why ownership costs extra.

    He said he’ll think about it.

    ——

    My email:

    Hello Dr. Smith,

    It was nice speaking to you today, I hope I was able to clarify a few things. Let me know if you have any additional questions, I’ll be happy to answer them. I’m here to help get this going for your business!

    My direct line is 949-544-5267 and my email is belinda.t@optimized360.com


    Leave a Comment:




    Follow Up 
    Notes | 2017-12-11 | charles.b | #109739 |

    I’ve approved the change. Did you ever find out more information about the website ownership concern I had?

    ** Proceeding with transferring domain smithcw.com and setting up free email as well as paid second email account.


    Leave a Comment:




    Follow Up regarding Email 
    Notes | 2017-12-08 | charles.b | #109405 |

    Charles,

    Would it be possible to get the email created for my site in the meantime so I can start using that. I’d like to create drsmith@smithcw.com
    _________
    Hello Dr. Smith,

    Regarding this request, I can see through public records that a domain name transfer is prohibited as the domain smithcw.com was recently purchased (12/1/17). The rule is, a domain name cannot be transferred until after the first 60 days of being purchased.

    But if you’d like to provide me with the login credentials for your account, I can go ahead and set the email up for you. Then after the 60 days have passed, I can proceed with transferring the domain name.

    I did confirm that your website does come with 1 free email account.


    2017-12-08 | charles.b
    Hello Dr. Smith,
    I'm sorry, I would, in fact, be able to transfer your domain to our account as it is an "account change" and not a "transfer". But at the moment, I believe you would have to verify the email you had acquired the domain with. I had the notification sent to whichever email you had used. Once the email is verified, I would be able to proceed transferring the domain to our account.
    Once transferred, the first email account is free and for any additional email accounts thereafter, we charge $5 per email account.

    Leave a Comment:




    Follow Up Email sent 
    Notes | 2017-12-07 | charles.b | #109196 |

    Hello Dr. Smith,

    Thank you for speaking with me today.

    Here was a link to the website I was going through with you earlier:

    http://tristansmith.360temp.com/

    Again most of the content is preliminary and can be changed. Also, the images currently being used are Dental but should be correcting themselves to images related to Chiropractic within about 24 hours or so.

    I spoke to Ralph regarding design ownership which he had stated can be included at an additional price. But yes it is an option if for any reason you decide to cease using our services.

    Did you have more content to provide me so I can continue populating your website?


    2017-12-08 | charles.b
    Spoke with Doctor
    2017-12-08 | chandra.t
    Voicemail, please call. The client called but did not leave a message.

    Leave a Comment:




    Spoke with Doctor 
    Notes | 2017-12-07 | charles.b | #109188 |

    I showed him all of the customization options available through Dashboard as well as Customizer which he liked – reassured him that he can add videos and buttons in certain areas of content.

    His concern went to whether he would have ownership of the design should he decide, “for whatever reason” to leave. Confirmed with Dr. F and Belinda that it would be available for purchase for $1500 – I communicated this with Ralph just in case Dr. Smith wants to contact him regarding this.
    I will let Dr. know that ownership is available for purchase at an additional price and will only provide the price should he request it.


    Leave a Comment:




    Email sent to Client 
    Notes | 2017-12-06 | charles.b | #108871 |

    Hello Dr. Smith,

    I put together a mock-up version of your website with a template design that is very similar to the Bates design you had liked, which this theme will be ready for use this week. (development is nearly complete)

    https://lh3.googleusercontent.com/-vP62iwuIq1w/WihPLuoxttI/AAAAAAAAOGM/Yvf-eSCwKZ0GbCnmd_6Bk1nWptO3LjfkQCL0BGAYYCw/h6247/2017-12-06.jpg

    The icons and images are for a Dental practice at the moment, but we will input appropriate icons, images and content to match your practice and specialty.

    You will have customization ability and creative control, to an extent (all images and content can be changed at any time – we will be providing you with login credentials so that you can make updates to content and images yourself – or you can have myself or the support team implement changes for you, whatever your preference is). There are also numerous preset options available to present/format content within some sections.

    Regarding images, our stock image resource is Shutterstock, so if you would like to choose the images yourself, you can simply email me the Stock photo ID: # of the image(s) you were interested in, and I can acquire them for you. Again, I can choose/input images for you as well, and later replace them with the pictures you have taken of the completed office.

    Regarding your inquiry for Laguna Family Dental – Yes, the background image and color can be changed to match your specific color scheme.

    Is there a best time I can call you and go over your customization ability over the phone/computer? ( I can give you a screen sharing demo of the different customization options that will be available to you)

    Thank you,
    Charles


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    Client Complaint 
    Complaint | 2017-12-06 | charles.b | #108688 |

    Response from client after asking to customize Nathaniel theme:

    Charles,

    After some thought and looking through the ones you sent me, I really am not going to be satisfied with having one of those templates. I need more creative control then that, which is why I’m going to ask for a refund. I really wanted to use you guys but I’m simply not going to be a happy customer based on the options I’m looking at. I hope this doesn’t offend your design team, but I really need more then that and the higher option is out of my budget for this.
    ____________
    initial response from client:
    Am I able to change the background image and such for say this example? Laguna Family Dental – I don’t mind the layout but our colors are not gold. If not, we have a little problem and need to figure out a solution asap. I was let to believe that I had more customization control based on the examples your website had done for clients. I paid a lot all things considered to be given just a simple template which could have been done for a lot less money. I thought this package came with more creative control and your higher package was out of my budget for this. I specifically explained this to the person who sold me on using Optimized360 and I’m not in the mood quite frankly to be taken for another ride with being deceived and locked into contracts. I just went through that with another company and this has me on edge.


    2017-12-06 | charles.b
    My plan of action was to call doctor and let him know that we can update the gold color for nathaniel (will have to be done through css) - He really liked the Bates design but would need approval to suggest the "As-Is" option as well.

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    Follow up 
    Notes | 2017-12-05 | charles.b | #108495 |

    Dr. did have a slight misunderstanding of the product – He thought that he would be able to customize elements of a template. (customize menu effect – add custom tabs to framework)
    I explained to him that we can change text and images as well as add buttons, image sliders and various elements in certain areas of each section, but that the overall framework of the design cannot be changed. Let him know that sections can be hidden and if he had a specific request for a section I would most likely be able to work it in.

    _____
    Emailed Dr. Smith regarding all of this:

    Hello Dr. Smith,

    Here are some examples from our template system that I thought were similar to what you were looking for:
    Please disregard the current content on each site, they’re just there to exemplify what the website would look like with content – Images and text can be edited.

    Also, with these template designs, the structure is locked in (we cant move around sections add additional sections or add customized elements to the site – though elements within each section can be customized – we can add buttons, image sliders and various other elements in certain areas of each section). We can also change the color scheme (where it is applicable in the design) as well.
    Another good thing about this system is that we have 22 designs to choose from (with an additional 20 we are working on adding within the next quarter or two of next year) that you can change to at any time if you’d like.

    1. http://dentistry.360temp.com/?theme-preview=jay
    2. http://dentistry.360temp.com/?theme-preview=joy
    3. http://dentistry.360temp.com/?theme-preview=greyson
    4. http://dentistry.360temp.com/?theme-preview=maya

    Here was a link to other them options as well:
    https://optimized360.com/optizign/

    Please let me know if you had liked any of the designs above and I can proceed in populating the theme with your content and whether you had an additional questions or comments.

    _______

    In addition, sections of the design can be hidden if you didn’t want them to be present in the design. (please note, that not every section available is currently visible in these design examples I had provided – but if you wanted something specific added into the design, I would most likely be able to include it in one of the sections).


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    Follow Up from Dr. Smith 
    Notes | 2017-12-04 | charles.b | #108090 |

    To get started, here’s what I’m think. I really like this website (http://www.batesdental.com) that you guys made to model off of. I pretty much like everything about it. We are redesigning the interior of the practice so I won’t be about to get the best photo. Are there stock photos that you have that we can choose from that would look good there? I wouldn’t mind even if it’s another offices waiting room at this point. No one is going to call me out on it lol. I like the tabs on the left where it says (book an appointment, new patient special, make a payment) Please see attached for mission statement and photo w/ bio. As far as tabs below that. I was thinking the following (Chiropractic)(Manual Therapy)(Massage Therapy)(auto injury)(workers comp injury)(sports injury)(Conditions treated)(Therapies Utilized)(Preventative Care). Below that is the loyalty program. I provided our concept below. Testiimonials we can grab from my facebook page (https://www.facebook.com/SmithCWC/). I’ll provide tabs links for the social media pages shorty and the drop down items as well which are features on his website on the far right. Is there anything else you need right away from me. I figure this is a good place to start.

    Loyalty Program $101 a month

    1 adjustment per month
    60 min massage per month
    X-rays as needed
    Full Examinations (2 per benefit year)
    One Emergency exam (if necessary)
    5% off additional massage / chiro visits
    10% off products

    ***File attachments saved in clients DB folder


    2017-12-05 | charles.b
    Hello Dr. Smith,
    Thank you for providing me with all of that information as well as the attachments.
    I can go ahead and use stock imagery for the office photos until you are able to acquire some of your own once the interior has been finished.
    I do have some questions regarding all of this. Were you available to talk sometime this afternoon?
    2017-12-04 | charles.b
    Charles,
    Would it be possible to get the email created for my site in the meantime so I can start using that. I'd like to create drsmith@smithcw.com
    Thanks!

    Leave a Comment:




    Project notes from Ralph 
    Notes | 2017-12-01 | charles.b | #108000 |

    client took advantage of the 20% off cyber week special chose the optizign $1,599 2 payments of $799.00 today and in 30 days.

    the domain name he will be using will be http://www.smithchiropraticwellness.com
    *** I spoke with doctor today and they acquired a new domain name: smithcw.com – will be using this one.

    he would like a call tomorrow @1030 AM PST 130 PM EST

    he said he might have some color schemes he might want to go with said he will let us know when he talks to the rep on the call client is aware that he will be choosing from our pre made custom designs thank you.


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    Spoke w Dr. Smith 
    Notes | 2017-12-01 | charles.b | #107749 |

    He may have a misunderstanding of the product that he ordered as Dr. mentioned he would provide some drawings of what he had in mind as well as some site examples. Ill better inform him regarding the limitations of the product as well as giving him the option to upgrade if he’d like.

    – He has logo
    – Has content but it is being updated (will provide me with new updated content)

    He said he will look through the design questionnaire and follow up through email – which we will then discuss these items for any clarification needed.


    2017-12-01 | sean.f
    Charles, please make sure Ralph understands the confusion so he is more clear with his clients in the future. Also, you can wait for his drawings, while warning, because at times we may find an Optizign example that could work. Either way you are right about making sure it is clear to everyone.

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    Email: Design Introduction 
    Design | 2017-11-30 | charles.b | #107632 |

    Hello Dr. Tristan Smith,

    Welcome to Optimized360!

    My name is Charles B. 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!
    Charles B.
    charles.b@optimized360.com


    Leave a Comment:




    Website Design (New Design Project) closed
    Task: Website | 2017-11-30 | Chandra | #107470 |

    Optizign Package (template)

    – Select From Our Gallery
    – Mobile Responsive
    – On-site SEO
    – SSL/HTTPS Certificate


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    Website Design (New Order) closed
    Task: Accounting | 2017-11-30 | Chandra | #107460 |

    Optizign Package: $1600 + 99/m (20% off $1999 cyber monday promo).

    Client provided CC via phone (Visa ending in 4543).


    2017-12-01 | chandra.t
    Sent invoice.
    2017-11-30 | chandra.t
    Set to charge 12/1/17.

    Leave a Comment:




    Dr Tristan Smith 
    Estimates | 2017-04-20 | Paige Nichols | #74046 |

    2017-04-25 | paige.n
    LC4 Went w/Chiromatrix-- Zero set up-first 2mths free, $39/mth ongoing. Said will consider us for off site marketing--PPC or Social media and needs a logo done... :(
    2017-04-25 | paige.n
    SK 9am
    2017-04-24 | paige.n
    LC3 Dr Smith called my cell and said he wanted to barter for the website---or maybe provide content for services??? Geez... told him we have content writers and all of the content for chiro is written and we write custom pages for each client. Seemed ok with that... said waiting til end of the day to decide. Told him we would be his best choice for all that he wants to do and as a client more apt to work with him on bartering for services.
    2017-04-21 | paige.n
    LC2 Called his cell and was a really bad connection... asked me to call him back later. Texted him instead.

    Leave a Comment:




    Phone Conference 
    Leads | 2017-04-20 | Paige Nichols | #74045 |

    Dr Smith said new website- tabs to dentistry— outbound links to specialists, able to ask questions, wants it to stand out. Clinic type facility that houses all specialty groups of medical services. He said like an “umbrella clinic” for all specialty services.said chiro, dentistry, md, holistic. opening in the great Phili PA area. Asked about his name being associated with other clinics- said worked for that practice before. Advised that the internet has him all over the place. Said can do a lot of the internet stuff on his own. Wants a logo created, so maybe gold with a logo would work since he does want ownership. Very nice man — wants to do something immediately. send and follow up with him today— He is off today. 610-763-5251 best #. Hot lead.


    Leave a Comment:




    Initial contact 
    Leads | 2017-04-17 | Paige Nichols | #73755 |

    Lft msg on VM


    2017-04-19 | paige.n
    LC1 Called and he picked up--- Said "yes" do want to talk to you, but now not a good time...resent him the Email, and will expect to hear back from him.

    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    tristansmith.360temp.com

    Intro & Gallery URL: 2017-12-01
    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:
    Questionnaire:
    Site Download/Site Sucker:
    Temporary Site:
    Concept:
    Approved:
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download:
    Image Optim:
    Website is Ready:
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    Analytics Report or Jetpack Setup:
    Analytics ID:
    Google Account

    Analytics by Client
    Custom Content
    Ordered Topics: (please submit a separate ticket)
    ADDITIONAL EMAIL TO:


    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:
    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:



    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
    2017-11-30
    2017-12-01

    Website


    Mobile
    Fluid Responsive
    2017-11-30

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2017-04-20 | Paige Nichols | Dr Tristan Smith 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

    x

    Gold

    Regular Price: $5999

    Initial: 2 Payments of $1999
    Monthly: $79

    Silver Package

    Everything on Silver Package Plus

    Full Custom Design

    Designed from Scratch

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area


    Platinum

    Regular Price: $7999

    Initial: 2 Payments of $2999
    Monthly: $149

    Gold Package

    Everything on Gold Package Plus

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build a Logo

    *No Contracts* We earn your business every month! Add a logo creation for the Silver or Gold Pkg a la carte.

    COMMENTS:

    2017-04-25 | paige.n
    LC4 Went w/Chiromatrix-- Zero set up-first 2mths free, $39/mth ongoing. Said will consider us for off site marketing--PPC or Social media and needs a logo done... :(
    2017-04-25 | paige.n
    SK 9am
    2017-04-24 | paige.n
    LC3 Dr Smith called my cell and said he wanted to barter for the website---or maybe provide content for services??? Geez... told him we have content writers and all of the content for chiro is written and we write custom pages for each client. Seemed ok with that... said waiting til end of the day to decide. Told him we would be his best choice for all that he wants to do and as a client more apt to work with him on bartering for services.
    2017-04-21 | paige.n
    LC2 Called his cell and was a really bad connection... asked me to call him back later. Texted him instead.
    Leads | 2017-04-20 | Paige Nichols | Phone Conference


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-04-17 | Paige Nichols | Initial contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-04-19 | paige.n
    LC1 Called and he picked up--- Said "yes" do want to talk to you, but now not a good time...resent him the Email, and will expect to hear back from him.