Smile More Orthodontics

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    Run images through Optimzilla submitted received
    Task: Website | 2017-12-21 | charles.b | #111536 |

    Current site speed is 0… for both M and DT


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    Add forms closed
    Task: Website | 2017-12-06 | charles.b | #108902 |

    Please add forms as Divi buttons in the First Visit page.

    Please also add a couple generic sentences on this page about a first visit to an office


    2017-12-06 | charles.b
    added

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    Doctor Providing Patient Forms 
    Notes | 2017-12-06 | charles.b | #108797 |

    Dr. Su had asked if I can retrieve some patient forms from frybrace.com – I let him know that he should check if the forms were specific to that practice and whether he had permission to use them – Let him know that I couldn’t retrieve them, but that he can email to me and I can post them on his behalf. – Site was frybrace.com

    – Let Dr. know that I will input a generic sentence or 2 on the First Visit page so that the forms links aren’t alone on the page.

    **Doctor noted that he will have a 3rd part source replace these forms, sometime in January.


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    Going Live Items closed
    Task: Social | 2017-11-21 | charles.b | #106057 |

    1. Please add domain(s) to statuscake.com – Added
    2. Complete 301 Redirects – None
    3. Check Analytics & Reporting – set up 8/30
    4. Run theme images through ImageOptim – Completed
    5. Add Favicon to customizer – Added


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    Email: Your Website is Live 
    Design | 2017-11-21 | charles.b | #106056 |

    Hello Dr. Leon Su,

    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://mysmilemore.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!

    Charles B.
    charles.b@optimized360.com


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    Edit request + F/U to/from Dr. 
    Notes | 2017-11-20 | charles.b | #106010 |

    Hi Charles,

    Please take a look and see if this is good. I want to put a brief description of who I am at the doctor’s section of the initial page, and then a full bio if they click to read more. Once we have this, I think we can publish it.

    Doctor’s section:

    Dr. Leon Su

    A compassionate, meticulous, and ingenious doctor.

    A reliable, caring husband, and a loving father

    Full Bio:

    Dr Leon Su was born in Taiwan and grew up in Orange County, California. He obtained his undergraduate degree from the University of California, Berkeley and then worked in the high-tech field as an engineer. He went on to receive his Doctor of Dental Surgery (DDS) from New York University, where he graduated amongst the top of his class, and was in the Omicron Kappa Upsilon National Dental Honor Society.

    Dr. Su received his postgraduate certificate in orthodontics from Rutgers University and went through the rigorous process of becoming a Board Certified Orthodontist (One in three Orthodontists in the US is board certified.) He is an active member of the American Board of Orthodontists, American Association of Orthodontists, the American Dental Association, and the Middle Atlantic Society of Orthodontists.

    As a past president of the Chinese Student Dental Association, he organized multiple sessions to tutor new dental students and actively organized community service projects to help the underserved. He was also involved in Oral-Facial pain research funded by the National Institute of Health (NIH).

    Leon is a firm in believer in treating all people with respect and care. He is a meticulous and skillful practitioner who always has the best interests of his patients at heart. He especially enjoys treating children and watching them transform into confident, young adults.

    Dr. Su and his wife Yvonne are inseparable. Their greatest treasure is their baby daughter Adeline, they enjoy documenting every moment of her and give her all of the love in this world.

    Response:
    Hello Dr. Su,

    I like it!

    If you don’t mind, Id like to change this sentence:
    “they enjoy documenting every moment of her and give her all of the love in this world.” to “they enjoy documenting every moment shared with her and giving her all of the love in this world.”

    But I’ll have this added and begin the process of going live!

    Also just a reminder, The “First Visit” tab is still pending, but this can be addressed after the site is live.


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    F/u Sent to Dr. 
    Notes | 2017-11-10 | charles.b | #103857 |

    I just wanted to follow up and see if you had time to come up with something for the About Us page? Would you like me to make the website live and we can further fine-tune the content throughout the coming weeks?


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    F/U to and From Dr. 
    Notes | 2017-11-08 | charles.b | #103062 |

    I went ahead and changed the wording from “premiere provider” to “preferred provider”.

    Regarding accessing the domain, I’ve logged into your account and see that there is no domain in the account (please view screenshot attached). I saw that there was an sleon9@gmail.com as well. Perhaps the domain was in this account, if you can provide me with the credentials or check for me please?


    2017-11-08 | charles.b
    Push Dr. to send updated content then go live
    2017-11-08 | charles.b
    Dr. transferred domain to appropraite gmail account (I have access to change when needed) ** Dr. is updating content for about us - agreed that even if website is 85% we should go live so that clients have a site to navigate to.

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    Email: Your Website is Ready 
    Custom Ready | 2017-11-03 | charles.b | #102121 |

    Hello Dr. Su,

    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.

    At the moment, I have a ticket out to update your logo to a higher resolution image, as well as updating the services area to include an image slide to go along with the text.

    Temporary URL: http://leonsu.360sites.net

    Also, the gmail account you had given me access to ( info@mysmilemore.com) doesn’t have a domain tied to it. Was there another gmail account that you had acquired the domain name mysmilemore.com with? I cant see the information regarding this, as whoever had purchased the domain had also included privacy protection regarding accessible contact information for the domain.

    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!

    Charles B.
    charles.b@optimized360.com


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    Email: Your Website is Ready 
    Custom Ready | 2017-11-03 | charles.b | #102120 |

    Hello Dr. Su,

    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.

    At the moment, I have a ticket out to update your logo to a higher resolution image, as well as updating the services area to include an image slide to go along with the text.

    Temporary URL: http://leonsu.360sites.net

    Also, the gmail account you had given me access to ( info@mysmilemore.com) doesn’t have a domain tied to it. Was there another gmail account that you had acquired the domain name mysmilemore.com with? I cant see the information regarding this, as whoever had purchased the domain had also included privacy protection regarding accessible contact information for the domain.

    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!

    Charles B.
    charles.b@optimized360.com


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    Domain not in google accnt 
    Notes | 2017-11-03 | charles.b | #102118 |

    Client provided login creds for gmail, but looking through google domain, says there is no domains in account – whois search results have privacy protection initiated. *** contact Dr. concerning this


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    Left VM 
    Notes | 2017-11-03 | charles.b | #102070 |

    Need Verification code from google to log into Doctors gmail account


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    Hero Images emailed to Rhythm 
    Notes | 2017-10-30 | charles.b | #100299 |

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    PSD to WP: Leon Su closed
    Design Task: Development | 2017-10-30 | charles.b | #100290 |

    URL: leonsu.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:

    • Please incorporate the SEO title based on the following formula: [pageTitle] – [city]+[specialty] – [practiceName].
    • Do NOT add SEO title individually per page, use Site-Wide SEO on Customizer.
    • From this link https://codemyui.com/tag/hamburger-menu/page/4/, use “Responsive Sidebar Menu” for sidebar menu functionality in hero area.
    • In “Invisalign” section please make the colored box area toggle between the 4 featured services: 1. Invisalign 2. Childrens Orthodontics 3. Types of Braces 4. Adult Orthodontics
    • In addition to present image, please include images in hero slider (images attached in email)
    Charles B.
    charles.b@optimized360.com


    2017-11-08 | charles.b
    please set a minimum height for the featured services slider so that the "Schedule an appointment" button stays stationary
    2017-11-03 | charles.b
    can you also replace the logo with either of the files provided - Current logo is blurry. (files emailed + saved in DB)
    2017-11-03 | charles.b
    The hero slider transition is choppy and slow. Can you adjust this please I will try to locate the testimonials image and provide.
    2017-11-02 | charles.b
    The hero slider transition is choppy and slow. Can you adjust this please
    I will try to locate the testimonials image and provide.
    2017-11-02 | charles.b
    Enlarge the logo please, it was a little bigger in the PSD file I believe.
    Please remove the shadow effect behind the hamburger menu
    Please move up text "Lead your life with a smile" and phone number and add navigation dots underneath the phone number for the hero images.
    Also, Can you separate the "Schedule an Appointment" button from the text in the services section and just make it stationary? I don't like how the button moves when the size of the text area changes.
    For the testimonials section, it doesn't look like the slider starts automatically. Please fix. Also, did you have the image ID for the background photo of this section so that I can acquire it for you?
    2017-11-02 | developerrhythm
    Please update/give me the footer map URL (not sure if the one I added is correct) and Testimonials section image has watermarked.
    2017-10-31 | charles.b
    try this link: https://www.dropbox.com/sh/prqpfbf6o4ryzyb/AADbLyehltvPzam-DoAmj0u8a?dl=0
    Ill also email you the file just in case
    2017-10-31 | developerrhythm
    Please check the dropbox shared link it's not correct I guess.

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    Email: Design Approval 
    Design | 2017-10-30 | charles.b | #100289 |

    Hello Dr. Su,

    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.

    As a convenience, we offer up to 5 pages of custom content. The content is created as a general guideline for you to revise and further customize to make it your own. If you are interested in getting this completed, please fill out this form:

    https://form.jotform.com/72967411284159??id=103739&designer=charles.b@optimized360.com&doctorsName=Leon Su


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    Dr. confirming to go into Development 
    Notes | 2017-10-30 | charles.b | #100137 |

    Spoke w Dr. Su over the phone – Confirmed to go into development

    – Dr. asked whether home page profile picture can be changed out in the future – let him know yes
    – Dr. also inquired about organic content that he could provide that would help boost the website
    (sales opportunity for google adwords and maybe social media)

    ***Dr. provided login credentials for gmail account for me to update A Record
    UN: info@mysmilemore.com
    PW: Ismilemore

    Let Dr. know that temp site will be up (will prob wait until site is developed)


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    Draft Submitted 
    Notes | 2017-10-25 | charles.b | #98972 |

    I can definitely have a temporary website set up. Through public records, I can see that you had registered the domain with google. Can you provide me the login credentials to the gmail account that the domain was set up with so I can update the appropriate settings to enable the temporary site? If you are comfortable making the update yourself, here is a link to instructions on how to do so. It would be the first step, “Record Set”, which would be changed through the edit button to: 52.2.180.68

    I have attached an updated draft with the original profile picture, to make the image look more authentic.

    Also, Dr. Su, as we’ere mainly adjusting images (images and text can be changed at any time) and not the framework or colors, to move the process forward, I’d advise we move into the development stage so that we can begin fine-tuning the content within your website.


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    F/U from Dr. Su 
    Notes | 2017-10-24 | charles.b | #98338 |

    Hi Charles,

    As we have discussed over the phone, I think having my figure cropped out doesn’t look good. We use the same picture but use the original photo instead of having the office as the background?

    Also, right now my website www.mysmilemore.com shows an error when you go there in the browser. I really want to have something there right now while we are working on this. Unless we can get this front page up and running by the end of this month, I really want a “Under Construction” notice posted there with our phone number on it, so patient wouldn’t hit a dead end when trying to go to the site. Can that be done?


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    F/U w Dr. Su 
    Notes | 2017-10-23 | charles.b | #98289 |

    Dr. didnt receive last email with latest design draft – He mentioned that the new image looked like a cutout – *** Maybe just use the original image w background (it will be dark and take away from the design)

    Advised him that weshould go into development soon if we are to have site up by end of month as development takes a bout a week and a half to complete – Also advised in development stage we will have clearer view of how content is laid out

    *** requested that a temporary site be set up so that his clients still have somewhere to navigate to while site is being developed.

     

    ** Noted that he has more images of his wife and daughter that he wanted to include which I can use for the Meet the Doctor page to give the page a more personal feel.


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    Hamburger menu functionality to use 
    Notes | 2017-10-20 | charles.b | #97896 |

    Maybe use this for Ham menu on Dr. Site (Top Right)

    https://codemyui.com/tag/hamburger-menu/


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    Draft Submitted to Dr. 
    Notes | 2017-10-19 | charles.b | #97485 |

    Hello Dr. Su,

    Please find attached an updated draft that includes a couple images that you had provided.

    From here, would you like me to start the development stage? Again, if we’re satisfied with the colors and the overall layout, I would advise that we go into this stage now as images and text can be changed at any time during this stage.


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    Dr. Su Provided Profile Images 
    Notes | 2017-10-16 | charles.b | #95986 |

    Will send him updated draft with profile image included in design


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    F/U from Dr. 
    Notes | 2017-10-06 | charles.b | #94169 |

    Will be providing office images – bio – wanted to knnow next steps after this – advised him will be bringing functionality to the site


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    Follow up from Dr. Su 
    Notes | 2017-10-04 | charles.b | #93155 |

    I like the first one with the phone icon in the middle.

    Response:
    Great!

    A couple things I wanted to confirm. Sorry, I cant recall, but did you want the header image area to be a slideshow of images?

    Also, did you have an updated Profile image and description I can input for the Meet the Doctor section? I just wanted to see how the new image would fit into this section.


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    Drafts Submitted 
    Notes | 2017-10-03 | charles.b | #92712 |

    Hello Dr. Su,

    Here were 3 drafts showing various options for presenting a phone number if we choose to do so.

    Please let me know your thoughts!


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    F/U email sent 
    Notes | 2017-09-27 | charles.b | #91349 |

    Client email:
    (Regarding latest Draft)
    Hi Charles, it looks good. I’m wondering if it’s a good idea to put the phone number on the contact us button so that the number is immediately there for them the see. Let me know what you think

    Response:

    I think it wouldn’t look very good on the button itself. I can include your phone number next to the hamburger menu so that visitors have quick access or include a call to action with the phone number under the “Lead your LIfe with a Smile” text. Reason being, the contact us button should lead your visitors to a more comprehensive page listing all of your relevant contact information, giving them an option on how to contact you.

    I can include examples of this in the next couple rafts if you’d like? Again this may have to wait until Monday or Tuesday as I won’t be in the office for the next couple of days.


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    F/U email sent 
    Notes | 2017-09-27 | charles.b | #91318 |

    Hello Dr. Su,

    I just wanted to follow up and see whether you had a chance to look at the latest design draft I had sent you?

    Do you feel we’re getting close to the development stage?

    I also wanted to let you know that I will not be in the office Thursday or Friday but if you had further questions or requests my supervisor Belinda would be able to help you out. She can be reached by calling 800-997-9368 and asking for her directly.

    Otherwise, I can follow up with you sometime on Monday with a phone call.

    I look forward to your feedback.

    Thank you and enjoy your weekend!


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    Called LM 
    Notes | 2017-09-22 | charles.b | #89696 |

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    Draft submitted with 5 buttons 
    Notes | 2017-09-20 | charles.b | #89137 |

    Hello Dr. Su,

    Attached is the Design with 5 buttons included.

    I was thinking, on the desktop version, the “Contact Us” button will direct to your Contact page from the desktop version. While on the Mobile version, the button will prompt to call your practice phone number. Or I could include the Phone Number next to the Hamburger menu button as well so it’s easily accessible to visitors to your website.


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    Multiple Drafts Submitted 
    Notes | 2017-09-18 | charles.b | #88296 |

    Submitted 4 drafts to Dr. Su’s specifications for minor tweaks he wanted to see for hero area layout.


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    Email from Dr. Su – Edits 
    Notes | 2017-09-15 | charles.b | #87763 |

    Hi Charles,

    After reviewing it with my wife who deals a lot with design, we decided to get rid of the “Orthodontics” word, because it seems too cluttered, and those who goes to the website will know it’s an orthodontic website. We also want to get rid of the header bar with all the links because we think that by getting rid of it will make the whole front page space much more clean. Please see attached .BMP to see how it feels. We would also like to put the “Lead your life with a smile” lower so it doesn’t block the girl’s smile. Having seen this, can you make a few drafts to this layout and see if it will be even better?

    Draft 1: Eliminate the upper white area by extending the smile photo all the way to the top. I would like to preserve the position of the 3 smile people relative to the logo, can you uncrop the top and show their entire heads?

    Draft 2: Leave the blank part

    Draft 3: Same as Draft 1, but put the “Lead your life with a smile” on the top.

    Since we are experimenting with eliminating the header bar, I want to make 5 buttons on the bottom, and also make some changes to it.
    First Visit, Meet Dr. Su, Invisalign vs Braces, FAQ, Contact Us 973-697-2288


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    2 more design drafts sent 
    Notes | 2017-09-14 | charles.b | #87714 |

    2 more design drafts sent with minor changes


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    F/U call with Dr. Su 
    Notes | 2017-09-14 | charles.b | #87399 |

    He prefers design with orange boxes. I agreed that it does add good contrast.

    Would like to see:

    – Orthdodontics is in top white area “teal outline”
    – Larger Logo
    – Logo in footer area (italicized version) to plan for the navbar sticking to the top and the logo going away
    – Mentioned maybe even orange service buttons turning into outlines or different color when client hover over.

    He will be providing doctor images soon.


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    Email from Dr. Su 
    Notes | 2017-09-11 | charles.b | #86308 |

    Forgot that sending drafts through Design concepts button only allows 1 attachment – sent other attachment to Dr. Su along with 2 attatchments with “Orhtodontics” in white navbar area as well as 2 “Suggestion” drafts to achieve what I think he is trying to do.


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    Draft Submitted 
    Concepts | 2017-09-08 | charles.b | #86181 |

    Hello Dr. Su,

    Here are 2 more design drafts that show the service menus buttons as orange as well as an inverted version. I also spaced your slogan in the header image and condensed the text area in your bio section. (I know we were still going over changing the wording altogether so it’s more concise to entice the reader to read more about you through the button below)

    Please let me know your thoughts!

    Thank you and enjoy your weekend! – Charles
    .


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    Design Feedback and F/U Conversation 
    Notes | 2017-09-06 | charles.b | #85325 |

    Spoke with Dr. Su,

    Overall he likes the design had some minor changes and requests.

    Edit Requests:

    Preferred Draft II with the boxes/icons separated from the Hero image
    – He wants to see a version where the boxes are Orange/icons white and another with Icons Orange

    – He stated he is having professional images taken of himself and we’ll eventually be changing the image he has in the “Meet the Doctor” section.
    – In the “Meet the Doctor” section he requested that the wording be condensed to personal highlights about himself “Dad, enjoys – activity-, some educational achievements – Something short and sweet to entice readers to read more about him

    – Also wanted information updated at the bottom – he will provide the updated information – also advised him that images and text can be changed at any time.

    Advised him to:

    – keep the testimonials page so that when he does get some testimonials we input them in place of the generic ones.

    – keep the log in its place and to not move “Orthodontics” up into the white area as it will separate it from the rest of the logo –

    – He also asked about functionality and what would happen when we clicked on the box icons – explained that this would all be taken care of in the “Development” phase.

    To do:

    1. sent 2 drafts with different color box icons/icons (Orange)
    2. move the slogan down to space it more from the Logo
    3. Condense wording for Doctors Description


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    F/U email sent 
    Notes | 2017-09-06 | charles.b | #85027 |

    Sent F/U email to Dr. Su in original email chain – regarding feedback in 2 design drafts I had sent him on the 1st of Sep


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    Draft Submitted 
    Concepts | 2017-09-01 | charles.b | #84370 |

    Hello Dr. Su,
    I included 2 design drafts attached. One of which I changed the color of the icon buttons and moved them off of the main image. I felt it may bee too busy in that area after enlarging the logo. I also lightened the colors and made them a touch brighter. I included the footer section with the requested elements.
    I can replace the testimonials section with something else if you’d like, or remove it all together?
    Please let me know your thoughts! I know how busy you are and if you’d like you can schedule a call through the link in my signature to go over these edits in detail?

    Thank you,
    Charles


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    Add Footer section and Icons to orange boxes closed
    Task: Website | 2017-08-29 | charles.b | #83368 |

    Please add matching icons to the wording for the orange boxes in the header

    Also add a Footer section below testimonials with: address, phone, fax, a google map, and a Contact Us form

    Most Recent PSD here:

    https://www.dropbox.com/sh/prqpfbf6o4ryzyb/AADbLyehltvPzam-DoAmj0u8a?dl=0


    2017-09-01 | charles.b
    thank you
    2017-08-30 | developersachit
    I have sent you the latest design after the edits.
    2017-08-30 | developersachit
    Hi Charles, I have received it. I will submit it tomorrow along with the new design - Tatiana Lucas
    2017-08-30 | charles.b
    Hello Sachit, just checking if you'd received this??

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    F/U from Dr. Su 
    Notes | 2017-08-25 | charles.b | #83093 |

    Dr. Su responded and requested some edits to the design – reference email and call hmi back in regards to these edits


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    F/U 
    Notes | 2017-08-15 | charles.b | #81734 |

    VM left asking for thoughts on design draft.


    2017-08-25 | charles.b
    Hello Alec, received a response today and will be updating notes tickets.
    2017-08-25 | alec.j
    Charles, would you please F/u, I know he is not very responsive

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    Draft Submitted 
    Concepts | 2017-08-11 | charles.b | #81577 |

    Hello Dr. Leon Su,
    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.


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    Design Questionnaire 
    Notes | 2017-08-11 | charles.b | #81527 |

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    F/U email 
    Notes | 2017-08-09 | charles.b | #81394 |

    Hello Dr. Su,

    I wanted to let you know that I am still developing a draft for your website which I’ll be getting to you either tomorrow or Friday for your initial review and feedback. I apologize for the delay.


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    New Design closed
    Task: Other | 2017-08-03 | charles.b | #81058 |

    Spoke with Dr. Su. Bought 2 practices in NJ 1 in rural area the other in suburban/urban area (like westminster or santa ana) will be creating site for urban area for now.

    Overall Feel:

    – Warm/Clean/Comforting – Inviting appealing to ages adolescence/teens (majority of clientele are children/teens) also accessible/appealing to Parents and adult patients.
    – Playful, not cartoonish (maybe use of flat icons to help achieve this look)
    – Visual (Minimum Text)

    Layout

    Create sectional layout design beginning with these 3 sections:
    1. Slideshow or Video/Gif for Hero (USE IMAGE SLIDESHOW for now)
    2. Doctor Intro and brief bio (like www.dudleysmiles.com)
    3. Highlight Invisilign and other key services (likes example of both dudley and graham ortho examples but would like ability to scroll through the other key services: Invisalign, Braces, Clear Braces)

    Have Main menu stick like Dudley Smiles (Dont use Hamburger menu like Graham Orthodontics)

    Colors:

    They have a logo – White and Teal – use a matching Orange as an accent color
    – Use Pastel colors
    – Light Background (dark text)

    Sites Referenced:

    Sites share simplicity, breathing space – large/close up images with text condensed and to the point – Likes Graham Ortho the most

    Graham Orthodontics
    – Likes funcionality of this site (doesnt mind snap effect)

    Saddlecreek Ortho

    (Reference flat icons used on this website, not the site layout)

    Dudley Smiles

     

    Images:

    Wants images focused on results rather than the procedure
    – Smiling People with nice teeth
    – Closeup images

    Demographic:

    Working class

    Additional Notes:

    – Pull Bio and picture of Doc from here – Mentioned he may update profile photo
    – Liked the idea of a video background but also wants the site to load quickly – He was fine with the load speed of Graham Ortho so if we do use video maybe use a gif background ($200 for video)

    LOGO


    2017-08-11 | charles.b
    https://www.shutterstock.com/download/success
    https://www.shutterstock.com/search/similar/628333112
    https://www.shutterstock.com/search/similar/414828574
    Shutterstock Images for future Reference
    2017-08-11 | charles.b
    thank you sachit looking over it now
    2017-08-11 | developersachit
    Hi Charles, I have sent you the design.
    2017-08-10 | charles.b
    Update on the design?
    2017-08-09 | developersachit
    Hi Charles, the Dropbox links that you have provided don't work. You need to share the Dropbox folder with me,
    2017-08-09 | developersachit
    Hi Charles, I got this design order just now. It was not visible tome, neither I got any email to get it done earlier. It won't be possible for me to do it today as its already nearing midnight here. I can pursue it and send you tomorrow. Please confirm if it would be fine and I will then accept this order.
    2017-08-07 | charles.b
    Hello Sachit please let me know if you have any additional questions.

    Leave a Comment:




    Attempt to Contact 
    Notes | 2017-08-02 | charles.b | #80985 |

    Called and left VM for Dr. Su to go over website


    Leave a Comment:




    Initial Notes 
    Notes | 2017-08-01 | charles.b | #80894 |

    – No Domain (preferred name and like us to acquire?)

    – No Practice address or contact info atm


    Leave a Comment:




    Create Temp Site closed
    Task: Social | 2017-08-01 | charles.b | #80891 |

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


    2017-08-02 | charles.b
    temp site created closing task

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-08-01 | charles.b | #80890 |

    Hello Dr. Leon Su,

    Welcome to Optimized360!

    My name is Charles B. 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 (if Justin hasn’t already provided you with one). 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.

    Charles B.
    charles.b@optimized360.com


    Leave a Comment:




    New Project Notes closed
    Task: New Project | 2017-07-31 | Justin | #80767 |

    Client is opening a new practice in New Jersey

    Wife is doing the logo – they will send over to you

    Sent DQ

    Straight forward client. Needs a website up


    Leave a Comment:




    New Order – Gold (No Ownership) closed
    Task: Accounting | 2017-07-31 | Justin | #80766 |

    Gold (No Ownership): $3,000 + $79/m
    **3 Installments of $999 (30 Days Apart)
    * $79/m waived for 2017

    Client will update me with his business credit card in a few days. Coming in the mail.


    2017-08-03 | chandra.t
    American Express ending in 1001. Charged.
    2017-08-03 | justinn
    Client updated CC via phone

    Leave a Comment:




    Website Estimate 
    Estimates | 2017-07-21 | Justin | #80167 |

    Spoke with Dr. Su – wants something basic to start off – went over social marketing – went over adwords – said he is on a budget – went over gold with ownership set aside – broke into installkments – he contacted other companies as well 4 of them – wants to see our examples – had a good rapport – sent proposal


    2017-07-31 | justinn
    Hi Justin, I'm gonna go ahead with you guys, but I want to use a credit card that I just applied for and it's coming in a few days. Can you extend the expiration date of your offer by any chance?
    2017-07-27 | justinn
    Hi Justin, I have a few questions: 1. Does your google analytics service provide Google Analytics 360? what about Analytics for Mobile? Do I have access to the Google Search Console? (formerly webmaster tools) 2. Also, what platform will you be using to design the website? Who do you guys use to host the websites? 3. You guys definitely have an attractive deal. Looking into the future, I will want advanced ongoing SEO, review management and monthly reporting. Can you tell me what the rates are like for these services so I can get an idea of how I can grow my internet marketing? Thanks, Leon
    2017-07-27 | justinn
    LM
    2017-07-25 | justinn
    Spoke with Dr Su - went over SEO - he wanted to know more of what other companies are offering - told him I will do the homework for him - very nice - awaiting his next few questions when he reviews their proposals
    2017-07-24 | justinn
    Hi Justin, Can I call you tonight when I'm done seeing patients? It should be around 4-5pm in CA
    2017-07-24 | justinn
    Justin, I'm curious about what you were saying that the web design could range from 4000 to 7000. What other features do you offer that would make the price difference? Thanks, Leon Su
    2017-07-24 | justinn
    Thank you for your time as well Justin. Have a great weekend.

    Leave a Comment:




    Initial Contact 
    Leads | 2017-07-21 | Justin | #80153 |

    LM & Emailed F/U & Texted


    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: 2017-08-02
    Questionnaire: 2017-08-11
    Site Download/Site Sucker:
    Temporary Site: 2017-08-02
    Concept: 2017-09-09
    Approved: 2017-10-30
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download:
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online: 2017-11-21
    Analytics Setup: 2017-08-30
    Analytics Report or Jetpack Setup: 2017-08-30
    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: 2017-10-30
    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
    2017-07-31
    2017-08-03
    Mobile
    Fluid Responsive
    2017-07-31

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2017-07-21 | Justin | Website Estimate Ordered

    Custom Gold Package


    Initial: 3 Payments of $999
    Monthly: $79/m**


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    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 **Monthly Fee Waived for 2017 - No Contract (Month to Month) - 3 Installments Authorized by Justin N (Reg 2 Installments)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-07-31 | justinn
    Hi Justin, I'm gonna go ahead with you guys, but I want to use a credit card that I just applied for and it's coming in a few days. Can you extend the expiration date of your offer by any chance?
    2017-07-27 | justinn
    Hi Justin, I have a few questions: 1. Does your google analytics service provide Google Analytics 360? what about Analytics for Mobile? Do I have access to the Google Search Console? (formerly webmaster tools) 2. Also, what platform will you be using to design the website? Who do you guys use to host the websites? 3. You guys definitely have an attractive deal. Looking into the future, I will want advanced ongoing SEO, review management and monthly reporting. Can you tell me what the rates are like for these services so I can get an idea of how I can grow my internet marketing? Thanks, Leon
    2017-07-27 | justinn
    LM
    2017-07-25 | justinn
    Spoke with Dr Su - went over SEO - he wanted to know more of what other companies are offering - told him I will do the homework for him - very nice - awaiting his next few questions when he reviews their proposals
    2017-07-24 | justinn
    Hi Justin, Can I call you tonight when I'm done seeing patients? It should be around 4-5pm in CA
    2017-07-24 | justinn
    Justin, I'm curious about what you were saying that the web design could range from 4000 to 7000. What other features do you offer that would make the price difference? Thanks, Leon Su
    2017-07-24 | justinn
    Thank you for your time as well Justin. Have a great weekend.
    Leads | 2017-07-21 | Justin | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: