Manhattan Concierge Psychological

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 103678




    Specialty: Sub-Specialty:  Package:  Related: Accounting: Deals:

    DOMAIN INFO


    LATEST NOTES



    Add a Note
    CATEGORY:



    Add a Task
    CATEGORY:




    Add a Ticket
    CATEGORY:





    Start Cancellation







    Chargeback 
    Accounting | 2018-01-04 | Chandra | #113687 |

    Chargeback decided in our favor, we were reimbursed.

    Transaction date: October 10, 2017
    Transaction amount: $583.00 USD


    Leave a Comment:




    Credit Card Disput 
    Notes | 2017-10-23 | Belinda | #98076 |

    Heather disputed the total costs from her CC. Per Dr. F’s approval, we are not contesting to it. Dr. Fahimi’s email to her and then her response.

    Dear Dr. Trobert,

    My name is Dr. Sean and I am the CEO of Optimized360. Please allow me to start by apologizing for your experience with our company. Anytime I hear about a client who is not happy with our work, I’ll make sure to review the account and the experience to see how we can improve and learn from mistakes and miscommunications. Fortunately it does not happen often and in general, I am very happy with the work of our team. But, when I reviewed your account this early morning it was different. It is very rare for me to see us not simply ‘getting’ our client. I started looking at the notes from your first contact going forward.
    When I looked at your design questionnaire and the examples you had sent us, I pictured what my team would have created for you. And then, I saw the draft. Let me just say that I was not happy. I was both surprised and embarrassed that we missed the mark by that much.

    It is very common in our industry that when clients complain about designs and or results it is the case that they have changed their mind, or someone else is involved or they are not clear about what they want… In many years of us doing this, I don’t remember a case that we were not able to come even close. I really think what you wanted was very clear, and I do know for a fact that my team is more than capable of doing it. I am just not sure where was the disconnect. As you see, I am writing this email before meeting my team later this morning. I would usually wait to talk to them first, but, this one just could not wait. I needed to tell you how sorry I am for your experience.

    Our design team has done a lot of great work. I am sure one of the reasons you chose us in the first place was the fact you liked our work I just feel there was a disconnect and it is my responsibility to make sure basic communications are done correctly and I feel that in this case, I have failed you. I assure you that our company is much better than this. I can confidently tell you that our designers are very creative and capable. But, nevertheless, we were not able to showcase that for you. I will make sure that you receive a full refund of all the payments to us as soon as possible. Again, please accept my sincere apology.

    Please let me know if I can answer any questions.

    —————-

    Heather’s Response:

    Thank you for your note. I appreciate your sentiments and apology tremendously. While the project did not work out, I have consistently thought about how professionally your staff handles themselves – always exceptionally courteous, kind, calm and generally enjoyable to work with as people. I have appreciated that from the very first interaction, and your email is an extension of that spirit, so I thank you again for taking the time to reach out.
    Take care,
    ~Heather Trobert


    2017-10-31 | chandra.t
    Heather disputed the full amount of $1245 (we refunded $200).

    Leave a Comment:




    Refund closed
    Task: Website | 2017-10-16 | Belinda | #95924 |

    Please refund $200 of the initial payment. Heather has disputed 1 month of hosting ($79) which I am okay with too. Please confirm with Dr. F on the full amount.


    2017-10-16 | chandra.t
    Refunded $200 back to Visa ending in 0053, requested she drop the dispute so that we may refund the $79 monthly.
    2017-10-16 | belinda.t
    Hello Heather, I failed to mention the monthly charge that is being refunded as well. This would entail $200 initial cost + $79 monthly. My accountant will email you confirming. (She's included in this email.)

    Leave a Comment:




    Communication With Heather 
    Notes | 2017-10-13 | Belinda | #95771 |

    LM and emailed Heather to move forward. She emailed back:

    Hello Belinda,

    I got your message from this morning and tried to call you back using several numbers for Optimized 360 but none are working and/or being answered for the past 30 minutes.

    I understand that Justin has informed you that I am cancelling the service – he and I spoke briefly yesterday. The cancellation is due to many factors which you and I discussed over the phone a few weeks ago and which continue to be problematic. These problems have been consistently present for 5 weeks. Now, 5 weeks into this project, it seems clear that your company is not likely going to be able to produce a custom designed website in the manner that was sold to me originally and in a reasonable timeframe. Just getting this last draft took 2 work weeks to get done and it needs much more work. After weeks of waiting and not receiving a logo design, I told Desirae to send me multiple options for a custom logo design. I received one design only that was almost invisible on the page. A 2-second google search of the words “logo design” shows me that the very top stock image on shutter stock was the design she chose for my website. Additionally, it is an image that has no relevance to my company or its brand. This is emblematic of the lack of attention and effort I see happening at your company in regards to many different aspects of this web design and it is simply not worth the frustration, time and money I have spent thus far. This service was not what I signed up for when I bought a custom designed website with custom branding and logos. Nothing I have received so far has come close to that description.

    At this point, I have lost many hours of my time and have lost 5 weeks of time for this project. I now need to start over, which is a hefty price tag in addition to the large price tag of this service. I would like to be refunded the costs I have paid thus far considering your company has not produced anything close to what you sold me. Additionally, I was charged 79 dollars that was in error since that was a charge that was only supposed to be charged for the support of a live website, which I do not have and was told I would not be charged until the site was live.

    Please let me know how we can resolve the remaining financial issues and move forward. Thank you.

    ——————————

    MY EMAIL RESPONSE:

    Hello Heather,

    Thank you for returning the call. I’m having our staff take a look at the phone lines to make sure, thank you for the heads up.

    I regret to hear that we might not be a good fit for you. However, I wanted to clarify a few things and hopefully be able to get things situated; no matter the outcome (hopefully positive).

    Website Design

    The latest designs that Desirae submitted, were you able to provide feedback on what is the issue? You mentioned that you still didn’t have a clear idea of what you’d like, you’ll just know it when you see it. You may know with design, there are so many elements that can go wrong from colors to photos and so on. Without these preferences, we’ll be guessing and checking our ideas. But if we receive feedback, we can skip some of these rounds, thus saving time. This has always been our goal as a company to make this process as lean as possible, but it requires some feedback from the client.

    Logo Design

    This is a separate product that we offer. It looks like the package you’ve purchased does not include logos. We will, however, always simply put something together on the submitted concept to match. Whether you use what’s presented or not, it’s definitely up to you. If you’d like to make revisions to logos, I suggest to purchase the product.

    Attention to Detail

    You’ve mentioned in the current designs, the photos do not relate to your brand. But also in the past, you’ve mentioned that your preference is of NYC based location. Your brand is discreet, concierge service to high-end clients of Manhattan. The options that come to mind is to exploit complexities of New York City such as magnificent structures, having a great population; the list can go on depending on each person’s take. You know your business the most, and we have tried to pick out the pieces. Branding for logo; even with a logo design, it can be a symbol, it can be letters, it can be anything, but without your feedback, I won’t be able to narrow the choices down.

    Regarding your request of a refund, I was not able to get the approval for a full refund as we have rendered services. However, did get the approval for $200 of the $1,166 you have paid. I don’t want your time and money wasted and still believe that we are able to produce great results, as we have for years; but I respect your decision regardless.


    Leave a Comment:




    Please Cancel Website closed
    Task: Website | 2017-10-11 | Justin | #95356 |

    Yes I would like to cancel the service. Please advise me regarding refunding amounts paid.
    Thank you.


    2017-12-21 | catherine.c
    site archived. DB #423. no status cake, domain forwarding to optimized360, renew turned off. no emails.
    2017-10-23 | belinda.t
    Please continue to close out account.
    2017-10-13 | belinda.t
    Communicating with Heather, see note above. Got approval for $200 of the $1,166 she's paid.
    2017-10-12 | belinda.t
    Cannot offer full refund as we have rendered services. Emailed and LM for Heather regarding the account.

    Leave a Comment:




    Please Cancel Accounting closed
    Task: Website | 2017-10-11 | Justin | #95354 |

    Yes I would like to cancel the service. Please advise me regarding refunding amounts paid.
    Thank you.


    2017-10-13 | chandra.t
    Stopped charges.
    2017-10-12 | belinda.t
    Cannot offer full refund as we have rendered services. Emailed and LM for Heather regarding the account.

    Leave a Comment:




    Request of Refund 
    Complaint | 2017-10-11 | Justin | #95213 |

    Spoke with Dr. Trobert – she was transferred to me from Catherine.

    In the past, we had a great relationship from the beginning.
    Project notes stated she was a happy person.

    During my call with her she expressed to me her concerns and what she had wanted. She was not yelling but was very frustrated because she lost a lot of time and with her business as well was delayed because she had no website to show for it.

    Client wants a clean break from our company.

    Said she invested 5 weeks into the website.
    The design is not going anywhere.

    Images look very generic and not what she was looking for at all she stated.

    She is frustrated and just wants a clean break – asking for a refund – told her I am not authorized to provide any refunds.

    She asked me to not try to save it since she spoke with Jan then Des.


    2017-10-11 | justinn
    Yes I would like to cancel the service. Please advise me regarding refunding amounts paid. Thank you.
    2017-10-11 | justinn
    Dr. Trobert, Please confirm that you are canceling your service with us. As addressed, I am not able to authorize any refunds myself. Thank you,

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-10-06 | Desirae.G | #94156 |

    Hello Heather,

    Happy Friday! Based off of our discussion I have compiled a handful of design drafts for your review. Please take a moment to review these concepts 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.

    A few things to note:
    -You will see a few versions in “trobert-option1” for the homepage as well as the inner pages.
    -The order of images in each option file (“trobert-option1” and “trobert-option2”) display the sequence you would see when you click from page to page.
    -Each page will fill the entire screen and will have effects, which can be seen once the website is developed.
    -All of the images and text can easily be changed at any time.

    Looking forward to your feedback!


    Leave a Comment:




    Domain 
    Notes | 2017-10-02 | Desirae.G | #92286 |

    registered on September 7th: manhattanconciergepsych.com


    Leave a Comment:




    New Design closed
    Task: Website | 2017-09-29 | Desirae.G | #92141 |

    *client wants a very SIMPLE, CLEAN, MODERN design
    *reference is attached below and in Dropbox:
    https://www.dropbox.com/s/66ynk2q4ne1cgqt/MCP.pdf?dl=0
    *you will need to create design slide-by-slide, page-by-page
    *do NOT include all sections in one PSD/image

    LAYOUT
    -full width
    -very clean
    -minimal

    FEEL
    -calming
    -elegant
    -peaceful
    -not too feminine

    COLORS
    -mostly white
    -accent black/grey
    -accent with the green in reference attached (VERY minimal)
    -does not want too dark/black

    IMAGES
    -does NOT want images of people
    -use SUBTLE images around New York (for example, search for “bokeh new york” in Shutterstock, or Brooklyn bridge, or skyline)
    -add some opacity to the main image (as shown in reference)

    CONTENT
    -VERY MINIMAL
    -small font
    -modern font
    -spacing/padding is important for this design!
    -likes the concept of small font, spaced, and icon as seen here: http://www.allamardesign.com/ (crosses; please choose a different shape/icon to use)

    ORDER OF PAGES/SLIDES
    -HOME
    -ABOUT
    -show what the hover effect will look like when you click on “About” (shown in reference)
    -WHAT WE DO: Concierge (targeting certain people who can afford to have a concierge service in Manhattan)

    OTHER NOTES
    -do NOT include a map or address!
    -include phone # only; do NOT make phone # prominent
    -logo: (does not have one) please make a placeholder and incorporate it subtly into the hero image (see example, http://www.allamardesign.com/)
    -wants a simple, but abstract logo
    -make sure welcome page fills the screen with logo in the middle
    -demographic: business people, CEO’s, high-profile, homebound
    -this is a very confidential service
    -does not want it to look like a medical website
    -does not mind a traditional menu
    -again, small text and spacing is very important


    2017-10-04 | desirae.g
    Emailed a list of revisions.

    Leave a Comment:




    Possible Domain Names 
    Notes | 2017-09-29 | Desirae.G | #91832 |

    emailed to Heather:
    manhattanconciergepsychological.com
    nyconciergepsychological.com
    nycconciergepsychological.com
    newyorkcityconciergepsychological.com
    conciergepsychologicalnyc.com
    psychologicalconciergenyc.com
    psychologicalconciergenewyorkcity.com
    manhattanpsychconcierge.com


    2017-10-02 | desirae.g
    manhattanconciergepsych.com was already registered for Heather.

    Leave a Comment:




    Notes 
    Design | 2017-09-27 | Desirae.G | #91316 |

    -having the logo show as the loading icon then disappears
    -wants modern, very clean, elegant, peaceful/calming, achromatic colors
    -concept of the “cross” icon http://www.allamardesign.com/
    -name & logo is subtle in example
    -does NOT want pictures of people
    -really wants it to be calming
    -does not want too much dark, not too much black
    -likes the hero image in design draft (NY skyline)
    -wants SMALL text, evenly spaced, lots of padding
    -does not want too feminine
    -targeting both men & women
    -likes modern graphics (cross, x, etc…)
    -wants to fill the screen with logo in the middle
    -ONLY likes the first page of http://www.allamardesign.com/
    -does not mind a traditional menu
    -wants VERY CLEAN; not too much words
    -NO MAP
    -demographic: business people, CEO’s, high-profile, homebound
    -benefits: CONVENIENCE, CONFIDENTIALITY, customer service oriented, personalized, weekends
    -not an insurance-based service
    -convey the feeling of the benefits listed above without being literal
    -likes icons, like our Optimized website, but maybe not “literal” icons
    -wants a few different designs
    -does not mind a pop of color as long as it’s muted/calming (seafoam green)
    -does not want the logo to be straightforward words; wants abstract way of incorporating the logo/abbreviations?
    -include inner page designs
    -does not want it to look like a medical website
    *send a list of domain names (manhattanconciergepsych.com)

    MENU
    1. about us
    2. what we do – Concierge (targeting certain people who can afford to have a concierge service in Manhattan)
    *she will come up with a list of menu items


    Leave a Comment:




    Phone Call 
    Notes | 2017-09-27 | Desirae.G | #91161 |

    Scheduled a call with Heather today @ 4:30 pm PST


    Leave a Comment:




    Designer Switch to Desirae 
    Notes | 2017-09-27 | Belinda | #90907 |

    Spoke to Heather. She felt that she did not have a connection with Jan and things she said was not done. And things she didn’t want were done. She was very frustrated when she saw the designs presented and figured they’re not on the same page. She is reasonable and would like to request a new designer.

    Overall, she wants us to come up with the design/creativity knowing everything about her business. She doesn’t want to give us soo many details, she expects us to figure it out. Her business is about confidentiality — that is her selling point. High-end clients. She goes to people instead of her going to us.

    She’s happy and sweet, understands ins and outs of processes and would like to work with us.

    —-

    What went wrong:

    The designs we sent were okay, but they were not in line with what she wanted/sent to us. It was wrong on an overall scale and into the detail as well.

    Overall, she did not want a traditional design. She wanted slides, full screens, videos (if so), cutting-edge when it comes to website design/development. What we sent was pretty normal looking.

    The details:
    – there shouldn’t be a map (there was a big section for it): she goes to clients in private at-home/office meetings.
    – she specifically did not want stock images of people
    – she said to remove that ft service section and put something else, but nothing was put in
    – she said to put the BG full screen, but it was only half


    2017-09-27 | belinda.t
    FU Email: Hello Heather, Great speaking with you yesterday. Thank you for providing information on your experience thus far; we take your feedback seriously and will take measures to further streamline our process. I spoke with Desirae yesterday evening regarding your account and she has sent you an email to set up a call. Did you receive? Let me know if you have trouble viewing the email. I've also included her in this email. Thank you again!

    Leave a Comment:




    Intro Email 
    Notes | 2017-09-26 | Desirae.G | #90851 |

    sent to Heather


    Leave a Comment:




    Please call Dr. Trobert closed
    Task: Website | 2017-09-25 | Catherine C. | #90372 |

    Heather wanted to talk to someone else besides Jan. Told her you will be back Tuesday.
    Please call her after 1:30 PT/4:30 ET.

    215-868-6806


    2017-09-27 | belinda.t
    Spoke to Heather. She felt that she did not have a connection with Jan and things she said was not done. And things she didnt want were done. She was very frustrated when she saw the designs presented, and figured they're not on the same page. She is reasonable and would like to request a new designer.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-09-22 | Jan S. | #90021 |

    Hello Dr. Trobert,
    Based off of our last discussion, I have compiled new design drafts for your review. Please take a moment to review these concepts 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:




    Design Draft #1 Feedback – Follow Up 
    Design | 2017-09-18 | Jan S. | #88464 |

    I spoke with Dr. Trobert via phone and broken down what she wants.

    Header

    REMOVE Social Media, Phone number, and menu. Just have a hamburger menu button instead.

    Logo

    She wants an ACTUAL logo and not just text. She does not want it to be loud though, more subtle.

    Hero Image

    She actually LIKES the hero image of trobert-heather-1.2.jpg as it is more realistic and not too modern.

    Featured Services

    TAKE IT OUT, she simply just doesn’t want images “taken from the internet”

    Welcome

    TAKE IT OUT, she simply just doesn’t want images “taken from the internet”

    Map

    She is FINE with the map but she doesn’t want a FULL WIDTH map.


    2017-09-19 | jan.s
    Dr. Trobert followed up via email with additional comments. "I'm not sure if I was clear when we spoke last night but if the first page is achromatic - with a very small amount of color, which it is - then the rest of the design should follow suit throughout so it flows. Let me know if you have any questions about that as you move along in the next few days. Thanks."

    Leave a Comment:




    Design Draft #1 Feedback 
    Complaint | 2017-09-18 | Jan S. | #88454 |

    Dr. Trobert followed up via email:

    “Other than the picture of the NY skyline, this does not even begin to capture the feeling or look I discussed. And for the record, I don’t love the NY skyline pictures either. The pictures of the people all need to be removed completely – they are horrible. I know I mentioned that I do not want it to look like all the other cookie cutter medical websites, yet that is what you have given me here for some reason.

    I am looking for something original and creative. Not the same thing done in the same way as everyone else. Is your company going to be able to deliver this? What happened to the central logo I discussed? Where are the graphics I discussed for text?

    I hope this was not even close to a best effort as this was profoundly disappointing.”


    2017-09-18 | jan.s
    Correction: Spoke with Belinda as well to determine course of action. In regards to the logo, come up with something (not too complicated) but anything beyond that and address that she does NOT have the logo package with us.
    2017-09-18 | jan.s
    Called and spoke with Dr. Trobert. Spoke with as well to determine course of action. Recorded notes on CP.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-09-15 | Jan S. | #88081 |

    Hello Dr. Trobert,
    Based off of our discussion, I have compiled two design drafts for your review. Please take a moment to review these concepts 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:




    Design Interview: Notes 
    Design | 2017-09-07 | Jan S. | #85646 |

    Dr. Trobert emphasize that the design should be modern, clean, and minimalistic.

    Websites Examples

    – http://www.allamardesign.com/ (LOVES THIS DESIGN)
    – http://papercutart.no/
    – https://theinouebrothers.net/en
    – http://refryed.com/
    – https://basader.com/
    – http://www.lasamaritaine.com/
    – https://drdpsychiatry.com/

    Overall Feel

    – Modern
    – Elegant
    – High-End
    – Clean
    – Minimalistic
    – Urban (KEEP TO A MINIMUM)
    – Abstract (KEEP TO A MINIMUM)

    Color

    – A “splash” of Seafoam Green
    – Matt, Subdue, & Subtle
    – Monochromatic
    – Black & White
    – NOT BRIGHT OR GLOSSY
    – LIGHT / Neutral Background (Dark Text)

    Layout

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


    2017-09-07 | jan.s
    Spoke with Belinda to discuss the next step. Establish a storyline first and then tackle the functionality. Please follow up with Dr. Trobert to confirm storyline.

    Leave a Comment:




    360 Custom DQ 
    Design | 2017-09-07 | Jan S. | #85644 |

    Your Name: Heather Trobert
    Desired Domain(s): www.manhattanconciergepsych.com
    Do you have an existing Site? No
    Practice Name: Manhattan Concierge Psychological
    Secondary Title (Dr. Name): Dr. Heather Trobert
    Tagline (slogan): Concierge Psychotherapy

    Practice Address

    Street Address: 535 Fifth avenue
    Street Address Line 2: 4th Floor
    City: New York
    State / Province: NY
    Postal / Zip Code: 10017
    Country: United States
    Practice Telephone: (212) 201-0520
    Will you be the decision maker during this process? Yes

    Sections

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

    Overall Feel

    – Modern
    – Spa-Like
    – Elegant
    – Simple and Clean
    – Minimalist
    – White & Bright
    – Urban
    – Boutique

    Please Give us Examples of Websites You Like:

    Various elements in each of these appeal to me.

    – http://idesign.vn/design-web/17-thiet-ke-web-toi-gian-tuyet-voi/
    – https://drdpsychiatry.com
    – http://pollystanton.com
    – https://designmodo.com/landing-page-type-photo/
    – http://www.buala.es
    – https://www.crazyegg.com/blog/minimalist-web-design/
    – https://hattanmedia.com/newyork-website-design/
    – https://speckyboy.com/modern-minimal-web-design/

    Select Colors

    – Monochromatic with a subdued spa green.
    – Use of light in a city scape.
    – Feeling of clouds/floating/softness.
    – Feeling of serenity and calm while feeling luxurious and urban.
    – Monochromatic

    Image Types

    – place to add my bio and Eventually a picture

    Age Group

    – Adults

    Demographic

    – Business (ex: downtowns)
    – Upscale
    – High Profile

    Specialty

    – Adult Individual Psychological Services

    Top 3-4 Services

    – Medical and integrative health psychology
    – Women’s health and behavioral gynecology
    – Trauma
    – Eating Disorders
    – Depression
    – Anxiety

    Any Additional Comments/Requests?

    Practice is likely the first exclusively concierge and boutique psychological service in NYC. Practice is focused on patients in Manhattan only, at a location of their choice (i.e., home, office, other). Considerations will be made on a case by case basis for treatment in Brooklyn and surrounding boroughs. Utmost care is taken to maintain privacy as patient records are kept with high security to protect identity and private health information.


    2017-09-07 | jan.s
    The 360 Custom DQ was submitted on 09/04.

    Leave a Comment:




    Create Temp Site closed
    Task: Website | 2017-09-01 | Jan S. | #84183 |

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


    2017-09-01 | jan.s
    The custom rogue tempsite for Heather Trobert, PhD was created, unable to create Google Analytics account due to unknown domain, Jetpack and SiteStats were activated, unable to import content due to missing category, and submitted an FTP ticket to Pagely support, closing task.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-09-01 | Jan S. | #84182 |

    Hello Dr. Trobert,

    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. 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

    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


    Leave a Comment:




    New Project Notes closed
    Task: New Project | 2017-08-31 | Justin | #83936 |

    SENT DQ

    Doctor is very happy and nice
    Her practice does not want a medical feel – she has a lot of examples of sites she likes and wants to incorporate those elements in


    2017-09-15 | jan.s
    Design Draft #1 was submitted.
    2017-09-07 | jan.s
    Completed interview with Dr. Trobert and recorded notes on CP, closing task.
    2017-09-07 | jan.s
    The 360 Custom DQ was submitted on 09/04.
    2017-09-01 | jan.s
    The custom rogue tempsite for Heather Trobert, PhD was created.
    2017-09-01 | jan.s
    Design Intro email was sent.

    Leave a Comment:




    New Order – Gold Package closed
    Task: Accounting | 2017-08-31 | Justin | #83933 |

    Gold: $3,498 + $79/m
    6 Installments of $583 (30 Days Apart)

    Client requested to have the recurring start on the 7th of each month

    Payment Method
    #: Visa ending in 0053
    Name: Heather Trobert, PhD
    Expiration: 5/19
    Code: 054
    Zip Code: 18701


    2017-08-31 | chandra.t
    Set to charge 9/7/17.

    Leave a Comment:




    Website Estimate 
    Estimates | 2017-08-30 | Justin | #83381 |

    Justin,
    I continue to be interested in the website with your company. I have had numerous unforeseen obligations to attend to this past month and so need to regroup a bit before moving forward. I formally filed with the county clerk’s office last week in NYC so at least that part is resolved and the company is official. If there are any installment plans you offer for pricing, please let me know. Otherwise, the timeline may be a bit further back than originally anticipated and may be more like November. Thanks!


    2017-08-31 | justinn
    LM & Texted
    2017-08-31 | justinn
    This looks good - one issue is that the contract to sign here states the payments are due half up front, not monthly for 6 months... can this be changed to reflect the actual agreement? Thanks!
    2017-08-30 | justinn
    Sure thanks. I'll take a look at it when I get home from work and get back to you.
    2017-08-30 | justinn
    Texted

    Leave a Comment:




    Website Estimate 
    Estimates | 2017-07-06 | Justin | #79077 |

    Spoke with Dr. Trobert – very nice – wants to own the site – wants good SEO – her practice does not want a medical feel – she has a lot of examples of sites she likes and wants to incorporate those elements in – assured her what we do and we can create it for her – very nice – sent proposal – looking to finish the site by Sept 1 – told her to start early for SEO – might have a 2nd site she wants to create for as well – that one would have blog and socials


    2017-08-29 | justinn
    Emailed F/U
    2017-08-16 | justinn
    Thanks for reaching out. I will be in touch with you as soon as I am ready to move forward. Thanks
    2017-08-16 | justinn
    LM & Texted & Emailed F/U
    2017-08-14 | justinn
    LM
    2017-08-10 | justinn
    LM
    2017-08-08 | justinn
    Emailed FU
    2017-07-20 | justinn
    She is definitely interested - wants to move forward but waiting August
    2017-07-18 | justinn
    LM
    2017-07-06 | justinn
    Sounds great, Justin! Thanks so much for your help!

    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    .360temp.com

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

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

    Analytics by Client

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

    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

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

    FTP PW

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


    Alias Info
    Registrar Login
    Milestones
    Introduction: 2017-09-01
    Questionnaire:
    Site Download/Site Sucker:
    Temporary Site: 2017-09-01
    Concept: 2017-10-06
    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: 2017-09-01
    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



    Website
    2017-08-31
    2017-09-07
    Mobile
    Fluid Responsive
    2017-08-31

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2017-08-30 | Justin | Website Estimate Ordered

    Gold Package (6 Installments)


    Initial: 6 Payments of $583
    Monthly: $79/m


    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

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x No Contract (Month to Month)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-31 | justinn
    LM & Texted
    2017-08-31 | justinn
    This looks good - one issue is that the contract to sign here states the payments are due half up front, not monthly for 6 months... can this be changed to reflect the actual agreement? Thanks!
    2017-08-30 | justinn
    Sure thanks. I'll take a look at it when I get home from work and get back to you.
    2017-08-30 | justinn
    Texted
    Estimates | 2017-07-06 | Justin | Website Estimate Expired

    Gold Package


    Initial: 2 Payments of $1,749
    Monthly: $79/m


    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

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x No Contract (Month to Month)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-29 | justinn
    Emailed F/U
    2017-08-16 | justinn
    Thanks for reaching out. I will be in touch with you as soon as I am ready to move forward. Thanks
    2017-08-16 | justinn
    LM & Texted & Emailed F/U
    2017-08-14 | justinn
    LM
    2017-08-10 | justinn
    LM
    2017-08-08 | justinn
    Emailed FU
    2017-07-20 | justinn
    She is definitely interested - wants to move forward but waiting August
    2017-07-18 | justinn
    LM
    2017-07-06 | justinn
    Sounds great, Justin! Thanks so much for your help!