Diane Lew, DDS

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    Hero closed
    Ticket: Website | 2018-02-21 | Desirae.G | #118272 |

    HERO
    -move hero text to the left middle of the section
    -increase height of hero section by 30% (should show the bottom of the image)


    2018-02-27 | desirae.g
    move hero text up so it does not cover the woman's arm

    Leave a Comment:




    Logo Design FU 
    Design | 2018-02-08 | Desirae.G | #117788 |

    Hello Celina,

    I would like to restart the logo design process since we are now developing your website. Please take a few minutes to fill out our design questionnaire below. This should give me a better idea of the of personal elements that you’re looking for.

    URL: https://form.jotform.com/70956298309166

    After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead.

    Schedule a Call: https://calendly.com/360-desiraeg

    Process

    1. You will receive an initial five concepts to start with. We can mix and match designs! At this point, try to focus on shapes and fonts rather than color.
    2. Revisions: You will get approximately to 5 rounds of revisions. Let us know what suits you and what does not, don’t worry, we’ll try our best to get them as close as possible!
    3. Approval: After the logo is approved, we’ll send you a set of files that can be used with any print shop or graphic designer. We’ll also add it to the website.

    If you have any questions, please feel free to let me know.


    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2018-02-08 | Desirae.G | #117787 |

    Hello Dr. Lew and Celina,

    Your website is ready for your review and to further customize.

    This is the initial time that you will see the website, therefore you will have many questions and comments! We encourage you to schedule a call to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have.

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

    If you would like to make changes to the website in the future, you may always log in or send us an email at support@optimized360.com. We welcome any questions regarding the website editor.

    Schedule a Call: https://calendly.com/optimized360/calls

    Thank you!

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    Contact Form closed
    Task: Website | 2018-02-08 | Desirae.G | #117785 |

    Please add a purple border around the entire form, decrease the width of the phone box, and move the “choose one” box to the right of the phone box.


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    PSD to WP: Diane Lew closed
    Design Task: Development | 2018-01-30 | Desirae.G | #117137 |

    URL: dianelew.360sites.net

    Please develop theme based on provided PSD in dropbox. FTP and credentials have been confirmed.

    Include hover effects in appropriate areas and link all buttons/links to related pages.

    Below are specific instructions:

    – add hover effects using DIVI
    – run all images through http://optimizilla.com/
    – make sure EVERYTHING is linked
    – check mobile & tablet

    – all buttons should have a hover effect
    A-tags & Headers – use same purple color in design
    Hero – slider
    Inner page hero – 1/4 size
    Feat. Services – black & white, then color on hover; add entrance effect

    Desirae
    desirae.g@optimized360.com


    2018-02-06 | desirae.g
    Emailing a list of fixes.

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    Email: Design Approval 
    Design | 2018-01-30 | Desirae.G | #117136 |

    Hello Dr. Lew and Celina,

    Your design has been approved!

    Approved concept URL: https://21651-presscdn-pagely.netdna-ssl.com/wp-content/uploads/2018/01/diane-lew-FINAL-color.jpg

    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.


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    LinkedIn & Google + 
    Notes | 2018-01-30 | Desirae.G | #117130 |

    https://www.linkedin.com/in/dianelewdds

    Requested access via social@optimized360.com to their Google Business account so I can create a G+ profile.


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    Email: Social Intro 
    Design | 2018-01-29 | Desirae.G | #117098 |

    Hello Dr. Lew and Celina,

    While we work on your website, we’d also like to start your Social Media accounts as soon as possible. If you have Facebook, Twitter or Google Plus profiles created, please send login credentials so that we may update what’s necessary.
    Thank you, and we look forward to working with you.


    Leave a Comment:




    Design Draft Feedback 
    Design | 2018-01-29 | Desirae.G | #117097 |

    Desirae,

    Sorry for the late reply, we like the Final version that has the main image in color and the button images in black/white. Let’s go ahead with the website process. Thank you again for fulfilling the changes we wanted.

    Celina


    Leave a Comment:




    Draft Submitted 
    Concepts | 2018-01-19 | Desirae.G | #116569 |

    Hello Celina,
    Based on your recent feedback, I have updated the design draft below. Please note we can change out any of the images and text once the website is developed. I included 2 versions to show the main image in color and black & white.

    Please let me know if you would like to approve of this design so we can start building the website. The development process normally takes around 1-2 weeks to complete.

    Looking forward to the next step!


    Leave a Comment:




    Design Draft Feedback 
    Design | 2018-01-19 | Desirae.G | #116545 |

    Hi Desirae,

    Here are a couple images that refer to the changes that we would like to make. One image has notes of what we changed as well as what we would like to have changed. The other image is kind of our final revision. Please let me know if there are any questions or concerns regarding the changes. Hope we can accomplish some of these changes without any complications due to the way you would have to put together the layout. Thank you for your patience and your help overall!!

    Celina


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    Customize Tempsite closed
    Task: Website | 2018-01-16 | Desirae.G | #115674 |

    Please copy/paste content from http://dianelewdds.com/ to the tempsite, http://dianelew.360sites.net/.

    *format menu the same
    *include any staff/office images


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    Celina Taking Over 
    Notes | 2018-01-08 | Desirae.G | #114352 |

    Desirae,

    Dr. Lew wanted me to inform you that she will be having me take over her spot in refining the website with you. I was wondering what would be our limitations after our final revision, in other words, what would we be able to adjust or make changes on? I will look over the progress that we have made so far and see what we can adjust.

    Celina

    My response:

    “Hello Celina,

    Nice to meet you! And Happy New Year 🙂 I understand Dr. Lew is very busy, and I appreciate you helping out in getting her new website moving along.

    We can change the images, text/wording, adding/removing pages, and menu items at any given time. What we would need to finalize before moving forward with development is the overall layout of the site and colors.

    Attached below is the most recent design draft. All of the other pages will have the same style, and this is just to show what the homepage would look like. As far as layout, I know she wanted a very simple homepage and was still finalizing the colors.

    Please let me know your feedback. Thank you!


    2018-01-11 | desirae.g
    From Celina: Hi Desirae, Thank you for patiently waiting for us. We are currently reviewing changes that we would like to make to the revision. I will be following up with you hopefully within the next week of what we come up with. Thank you again for your help, hope it’s not too much of an inconvenience for you. Celina
    2018-01-09 | desirae.g
    Frank also called to see what was going on with the project. I told him Celina will be taking over and we need to move on with development soon.

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    Follow Up 
    Notes | 2017-12-12 | Desirae.G | #109818 |

    Called the office to see if Dr. Lew received my updated design draft. LM with front desk.


    2018-01-05 | desirae.g
    Update - Dr. Lew opened my email, no response. Called the office and LM. Emailed again, tracked, and asked her to call me.
    2017-12-27 | desirae.g
    Update - emailed Dr. Lew to follow-up and tracked.
    2017-12-13 | desirae.g
    "Hi Desirae- My apologies, but I haven't had a chance to give feedback yet! I will try to do it this week. Dr Lew"

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    Draft Submitted 
    Concepts | 2017-12-04 | Desirae.G | #108265 |

    Hello Dr. Lew,

    Based off of your recent feedback, I have updated the design draft below. A few things to note:

    -Since we are getting started on the logo design, the one you see in the design draft is only a placeholder until we get the final one.
    -I moved the “appointments” button to fit in the header instead; it looks better here.
    -By having more “vibrant” colors, it will not have the same feel as you see in http://irvineendodontics.com/ since that website has softer colors. I really like the new wine color in the design if you are aiming for something more vibrant.
    -You will have 2 rounds of design drafts remaining; if you would like any other changes to the layout or colors, please let me know.

    Looking forward to your feedback and hopefully moving onto development!


    Leave a Comment:




    Design Draft Feedback 
    Design | 2017-12-04 | Desirae.G | #108216 |

    We like the way the site is developing! A few things:

    We found the script for the patient’s signature, it is “Script Liana”, the script for the rest of the patient’s review is close to “Cabrito Sans Normal Book”

    Please remove the “call today and phone number” in the header

    Move the “make an appt” to the UR corner below the header and put it in a color block

    Change the font for my name in the UL corner to something softer and more modern

    Overall color more “vibrant and warmer”, more magenta or wine colored?


    Leave a Comment:




    Email: Logo Introduction 
    Design | 2017-12-04 | Desirae.G | #108214 |

    Hello Dr. Lew,

    While we work on your website, I would like to get a few notes regarding the logo design for your practice.

    Please take a few minutes to fill out our design questionnaire below. This should give me a better idea of the of personal elements that you’re looking for.

    URL: https://form.jotform.com/70956298309166

    After we gain a better sense of what you are looking for I can start the design process. If it is easier for you to explain this via phone we can schedule a phone interview instead.

    Schedule a Call: https://calendly.com/360-desiraeg

    Process

    1. You will receive an initial five concepts to start with. We can mix and match designs! At this point, try to focus on shapes and fonts rather than color.
    2. Revisions: You will get approximately to 5 rounds of revisions. Let us know what suites you and what does not, don’t worry, we’ll try our best to get them as close as possible!
    3. Approval: After the logo is approved, we’ll send you a set of files that can be used with any print shop or graphic designer. We’ll also add it to the website.

    If you have any questions, please feel free to let me know.

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    Follow Up 
    Notes | 2017-11-30 | Desirae.G | #107480 |

    Emailed Dr. Lew’s personal email to follow up about the updated draft. She previously requested to not include Frank in these emails.


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    Draft Submitted 
    Concepts | 2017-11-21 | Desirae.G | #106188 |

    Hello Dr. Lew,

    Based off of your recent feedback, I have updated the design draft below.

    A few things to note:
    -I changed the featured services to circles instead.
    -I added a different cursive font that was as similar to Irvine Endodontics as I could get it.
    -I changed the color of the menu so that it blends in more with the rest of the design and to make the whole page look cohesive.

    I think it looks beautiful! Please let me know if you would like to change anything about the layout and/or colors or if you would like to approve so we can begin development. We can always make edits after the website is developed as well.

    Looking forward to your feedback!


    Leave a Comment:




    Design Draft Feedback 
    Design | 2017-11-20 | Desirae.G | #105788 |

    Hi Desirae-

    Thank you for the follow up! I was using Irvine Endodontics as a model as I liked the majority of their setup. I would like the fonts (all three- caption, body of review, signature of patient) of the reviews to be the same as the Irvine Endodontics. The current ones are not quite the same. Can we put the “call today” in the upper right corner near the “make an appointment and just as small, also, white out the box of “make an appointment” so it stands out. Can we put my name in the upper left corner separate from the header box? Right now, the layout looks like it is divided into three sections (main picture, categories, my name) whereas I would prefer it to be one page and have the categories maybe in circles at the bottom to click one as “part of the one page, also my name at the bottom to be smaller. right now with the colored lines going horizontally all the way through the page, it looks like it is divided into three sections. Can you put it in the same set up as Irvine Endodontics and we can tweak it from there?

    Thanks!


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    Draft Submitted 
    Concepts | 2017-11-14 | Desirae.G | #104711 |

    Hello Dr. Lew and Frank,

    Based on our recent discussion and notes, I have updated the design draft below. Please let me know if you would like to change anything in regards to the layout and colors, or if you would like to approve of this design so we can begin development. Also, please note we will be able to change the text & images at any given time.

    Thank you!


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    Design Draft Feedback 
    Notes | 2017-11-13 | Desirae.G | #104189 |

    Spoke with Dr. Lew & Frank on the phone today to clarify any miscommunication.

    -wants feat. services on top
    -does not want the welcome section
    -slider images & reviews
    -likes fonts in http://irvineendodontics.com/
    -make the colors warmer, or magenta?
    -move logo all the way to the left


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    Confusion 
    Notes | 2017-11-09 | Desirae.G | #103438 |

    Frank called and explained that there may have been some miscommunication. He thought Dr. Lew was waiting for me to send another draft, but I told him I had not received a response after sending the 2nd design draft. Everyone shares the email, drdianelew@yahoo.com, so sometimes emails are opened without Frank’s knowledge. I also explained to him that I had tried to reach Dr. Lew via phone but she was always busy. He said email is not the best form of communication for her.

    I then explained that the best solution, and in order to avoid miscommunication, is delegate 1 person to speak either on behalf of Dr. Lew or for me to speak directly with Dr. Lew. I explained how her feedback during this process is imperative since we are still in the beginning steps, and he agreed.

    He will tell Dr. Lew to schedule a call with me so we can go over the design draft.


    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-10-31 | Desirae.G | #100785 |

    Hello Dr. Lew and Frank,

    Happy Halloween! Based off of your recent feedback, I have updated the design drafts below. 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.

    Thank you!


    Leave a Comment:




    Called Dr. Lew 
    Notes | 2017-10-31 | Desirae.G | #100625 |

    Wanted to clarify some of her feedback notes – spoke with office manager and said she would tell Dr. Lew to call me back. Did not receive a call, so I emailed both her and Frank.

    I will be sending an updated design draft today regardless.


    Leave a Comment:




    Design Draft Feedback 
    Notes | 2017-10-18 | Desirae.G | #96837 |

    Hi Desirae,

    I’m just letting you know that I have received this, thanks. I’ll be in the office tomorrow morning and will get feedback from Dr. Lew in case you don’t hear from her sooner. FYI, I believe that Dr. Boyden will not be included in the updated website.


    UPDATE FROM DR. LEW:

    Hi Desirae-

    My apologies for always taking so long to get back to you.  I finally was able to go through some of the websites and narrow down what I like about them.  I am strictly looking at the website layouts from your website layouts categories:

     

    I would like the header to include a “contact us” at the end of the categories instead of a separate “make an appointment” in the main page – keeps it cleaner.

    Name not center and front, probably on lft corner

    Would like one simple review/quotation on lft side that keeps rotating with other reviews ( I like Irvine Endodontics layout )

    Would like layout all on first page, not scrolling down to see categories, etc.

    Am thinking we will have a picture of a family on the front, but would like the picture not to cover the whole page, just towards the right of the review/quotation

    Would like categories at the bottom of the page, either squares or circles, will probably be pictures of color

    Thinking we should make the color a little warmer, maybe like a magenta

     

    These are the websites that I like and what I like about them:

    Irvine Endo – like the layout, looks, quotation placement and everything about the fonts of the reviews, also like how the reviews revolve

    Grace Dental – layout and the “contact us” in upper bar

    Westlake Dental – layout, categories placement at bottom, do not like the appointment booking in the middle of the page

    Charpentier Dental- layout and categories at bottom

     

    Hope this helps, thanks for your help!

     

    Diane lew


    2017-10-19 | desirae.g
    Hi Desirae, I spoke with Dr. Lew and she said she would contact you with feedback. I will be out of the office next week, but you can continue to copy me on any email correspondence. Regards, Frank

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    Draft Submitted 
    Concepts | 2017-10-17 | Desirae.G | #96747 |

    Hello Dr. Lew and Frank,

    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.

    Looking forward to your feedback!


    Leave a Comment:




    New Design closed
    Task: Other | 2017-10-12 | Desirae.G | #95470 |

    Current website:
    dianelewdds.com (LIKES: colors; DISLIKES: everything else, too outdated)

    Examples:
    https://360controlpanel.com/wp-content/uploads/2017/06/heidarian-shadi-1a.jpg (LIKES: soft colors, feel, layout, black/white photos, visual; DISLIKES: did not mention)

    LAYOUT
    -full width
    -sectional
    -VERY clean
    -short homepage

    FEEL
    -soft
    -a touch of feminine (but not girly); no cursive
    -family oriented
    -“we care about your overall health, not just dental health”

    COLORS
    -mostly white
    -light bg dark text
    -accent with purple
    -pastel

    IMAGES
    -wants visual but not cluttered images
    -use current office/staff photos for now

    CONTENT
    -minimal

    OTHER NOTES
    -wants very clean, simple
    -try to use as many office/staff photos as possible; client will be taking new ones
    -target young families
    -focus on family-oriented, patient relationships, overall health, longevity
    -more visual
    -short homepage
    -include reviews
    -easy to read/navigate
    -not cluttered


    Leave a Comment:




    Conversation w/ Frank 
    Notes | 2017-10-12 | Desirae.G | #95456 |

    Called the office to speak with Frank about the website examples I sent back on September 28th. He said he had not seen the email and it was a possibility that since there are multiple people accessing that email, someone might have opened it and not showed it to him.

    I resent it to him and confirmed he had received it. He will respond accordingly so I can get started on the design draft.


    2017-10-12 | desirae.g
    Additional notes from Frank/Dr. Lew:
    " I just spoke briefly with Dr. Lew. She didn't really like any of the 5 examples in the attached email. Referring to your Best Website Gallery, she has started a list of things she likes: Westlake Smile - Categories Grace Dental - B+W categories Charpentier Family Dentistry - Categories Irvine Endodontics - Colors Artisan Dental - Group picture Dental Beauty PA - Family photo Howard Goldberg, DDS - Family photo Hope that helps you get started."

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    Follow Up 
    Notes | 2017-10-06 | Desirae.G | #93885 |

    Have not received a response to my email with other website examples. Since there are multiple people involved, I wanted to make sure I got thorough notes.

    Called the office # and LM. Called Frank’s cell and could not reach VM.

    Sent another email with the examples and tracked email.


    Leave a Comment:




    Design Notes 
    Design | 2017-09-28 | Desirae.G | #91597 |

    Current website:
    dianelewdds.com (LIKES: colors; DISLIKES: everything else, too outdated)

    Examples:
    http://markelovmd.com/ (LIKES: soft colors, feel, layout, visual; DISLIKES: did not mention)
    http://springfielddentalsolutions.com/ (LIKES: layout, short homepage, visual, soft; DISLIKES: did not mention)

    LAYOUT
    -full width
    -sectional
    -VERY clean
    -short homepage

    FEEL
    -soft
    -a touch of feminine (but not girly)
    -family oriented
    -“we care about your overall health, not just dental health”

    COLORS
    -mostly white
    -light bg dark text
    -accent with purple
    -pastel

    IMAGES
    -wants visual but not cluttered images
    -use current office/staff photos for now

    CONTENT
    -minimal

    OTHER NOTES
    -provided a document with notes (Dropbox)
    -wants very clean, simple
    -try to use as many office/staff photos as possible; client will be taking new ones
    -they are using Lighthouse now instead of Demandforce
    -not sure if they will continue to use Patient Portal
    -target young families
    -focus on family-oriented, patient relationships, overall health, longevity
    -more visual
    -short homepage
    -include reviews
    -easy to read/navigate
    -not cluttered

    *sent more examples:
    https://360controlpanel.com/wp-content/uploads/2016/08/foreveryoung_5.jpg

    https://360controlpanel.com/wp-content/uploads/2017/09/trobert-heather-1.2.jpg

    https://360controlpanel.com/wp-content/uploads/2017/06/heidarian-shadi-1a.jpg

    https://360controlpanel.com/wp-content/uploads/2017/08/gagnon-melissa-2.jpg

    http://drsharonmiyamoto.com/


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    DQ Submission 
    Notes | 2017-09-28 | Desirae.G | #91484 |

    Your Name Diane Lew, DDS
    Do you have an existing Site? Yes
    Practice Name Diane Lew, DDS
    Tagline (slogan) OUR “FAMILY” CARING FOR YOURS
    Practice Address Street Address: 1565 hOLLENBECK AVE
    Street Address Line 2: SUITE 114
    City: SUNNYVALE
    State / Province: CA
    Postal / Zip Code: 94087
    Country: United States
    Practice Telephone (408) 736-4323
    E-mail for Patients drdianelew@yahoo.com
    Will you be the decision maker during this process? Yes
    Sections Social Media Links
    Featured Services
    Testimonials
    Video
    Contact Form
    Office Map
    Doctor’s Bio
    Office Summary
    Overall Feel Modern
    Simple and Clean
    Visual (Minimum Text)
    Nature/Green
    Please Give us Examples of Websites You Like massihortho.com
    Light or Dark Light Background (dark text)
    Deep
    Neutral
    Image Types Your Images (Upload or Email)
    Specialty (Medical, Dental…)
    Ethnicity ALL
    Age Group ALL
    Demographic ALL
    Specialty GENERAL, COSMETIC
    Top 3-4 Services CROWNS, INVISALIGN, VENEERS, IMPLANT RESTORATION, ZOOM
    Any Additional Comments/Requests? Our 1st design interview is scheduled for 9/28 at 12:15p. Frank sent the attached “branding brainstorming” notes to Danny N on 9/6. Were looking forward to our first meeting! /Frank


    Leave a Comment:




    Design Interview – Thu at 12:15pm PST closed
    Task: Other | 2017-09-26 | Danny | #90648 |

    Desirae, this is Jessica’s client that was scheduled. He emailed below which I confirmed but told him you will be taking over since Jessica is on vacation. Can you please read all the previous notes and introduce yourself in that email? I know you sent an intro the other week but it seems he didn’t get it. Thank you and lmk if you have any questions.

    “Hi Danny,
    Please confirm that you and Jessica(?) will be available will be available at 12:15 on this Thursday the 28th. And will you be calling us at (408) 736-4323?

    Thanks,
    Frank”


    2017-09-26 | desirae.g
    Responded to that email. Will do!

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    Intro Email 
    Notes | 2017-09-19 | Desirae.G | #88800 |

    Hello Dr. Lew and Teanne,

    My name is Desirae and I am following up on behalf of my team member, Jessica. Please let me know if you have any questions before the scheduled design interview for Thursday, September 28th @ 12:15 pm PST.

    I would be more than happy to help and answer any questions you may have. Looking forward to speaking with all of you!


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    Project Notes “brainstorming” – from FRANK closed
    Task: Development | 2017-09-06 | Danny | #85293 |

    “Hi Danny,
    As I mentioned on our call, I wanted to send you the attached pages which contain some of our thoughts about the “branding” of Dr Lew’s practice. It’s early in our process and nothing is final yet, but hopefully these notes will give you a sense of our overall direction at this time and will help in preparing for our initial design interview. We still intend to fill out the online questionnaire before the 28th.

    Thanks,
    Frank”

    Website-Refresh-Brainstorming-Notes

    Leave a Comment:




    Project Update 
    Design | 2017-09-06 | Danny | #85009 |

    Jessica, just spoke to Frank. He will be sending over some references to gather for the interview at the end of this month. He is going on vacation (hawaii) tomorrow and will be back next week. As a reminder, Dr LEw going on vacation around Sept 19 for a week and will be back for the interview. Frank is more about the marketing of the site to portray the Dr while Dr. Lew and Teanne will be giving ideas on colors of the site. Just a heads up to prep. All 3 will be at the time of the phone conference interview with you. All 3 are extremely nice.

    I will forward any material to you to keep on file. He will send to me today. Thank you!


    2017-09-06 | danny.n
    Jessica, just fyi.

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    Copy Content from Current Site closed
    Task: Website | 2017-08-31 | jessica.c | #83991 |

    Home


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    301s 
    Notes | 2017-08-31 | jessica.c | #83987 |

    Home


    http://dianelewdds.com/index.html
    http://dianelewdds.com/our-team.html
    http://dianelewdds.com/what-patients-say.html
    http://dianelewdds.com/services.html
    http://dianelewdds.com/patient-portal.html
    http://dianelewdds.com/contact-us.html


    Leave a Comment:




    Design Interview Sched – Sept 28, Thu @12:15 pm closed
    Task: Other | 2017-08-31 | Danny | #83978 |

    Client request 12:15pm due to their busy schedule getting all 3 people involved.

    Because its in about 3.5 weeks from now, he will fill out questionnaire prior to interview date.

    Calendly set for 11:30am which is the closest to 12:15pm. Please call Frank at office #.


    2017-09-28 | desirae.g
    Closing this task.
    2017-09-19 | desirae.g
    Sent a follow-up email to Dr. Lew and Teanne on Jessica's behalf.
    2017-09-19 | belinda.t
    Desirae Fill in for Jessica.

    Leave a Comment:




    Create Temp Site closed
    Task: Website | 2017-08-31 | jessica.c | #83974 |

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


    2017-08-31 | jessica.c
    Temp Site created. Task for content assigned to Sohan.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-08-31 | jessica.c | #83973 |

    Hello Frank, Teanne, and Dr. Lew,

    Welcome to Optimized360!

    My name is Jessica 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 consultant earlier 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. I understand that we are planning for the last week of September, to set up a time to speak. Feel free to contact us if an earlier time is available.

    Use this link to schedule a Call: https://calendly.com/optimized360/calls

    I look forward to working on this design with you.

    jessica.c@optimized360.com


    Leave a Comment:




    Website Design (New Design Project) closed
    Task: New Project | 2017-08-31 | Danny | #83914 |

    – Frank (Business manager). He will want to involved Teanne (hygienist) & Dr. Lew. PLEASE make sure you cc: FRANK’s email
    – Frank has questionnaire to fill out. He only works Mondays and Thursday. He will be out of the office next Thurs (Sept 7th for a week). Will TRY to get interview done by then dependent on Teanna and Dr. Lew’s schedule as well. Advised if possible to do interview with him and then after the 1st draft, Teanna & Dr. Lew can visual see to provide feedback. This is to expedite before he is out of the office next Thu.

    – site is over 10 years old. Needs site to be clean and focus on dr and staff (less stock photo).
    – refer to current site for general info.
    – client ordered logo as well.

    please send intro email today.


    2017-08-31 | danny.n
    Jessica, Frank emailed me stating that he will try to schedule a call on the calendar the last week of Sept since his and Dr. Lew's schedule are different in sept cause of vacation. Will wait for his response to put on the calendar. This way he's locked in and if he can make it earlier, he'll let you know.

    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-08-31 | Danny | #83906 |

    Website: $5,500* + $149/m*

    * 4 installments of $1,375
    ** 3 months waived

    Chandra set 1st charge on day of interview. Client finalized for end of month special. but wants 1st charge day of interview.


    2017-09-28 | chandra.t
    Charged.
    2017-09-28 | danny.n
    Chan, please start initial charge.

    Leave a Comment:




    Phone Conference #2 – Frank Chang 
    Estimates | 2017-08-31 | Danny | #83786 |

    Called and spoke to Frank. Extremely nice guy. He is dr Lew’s good friend wiht a background in marketing but not much online. He knows the importance of the site and marketing on the web but needed guidance from us.

    was at a CDA, spoke to Officite and Prosites… stated that they are aggressive trying to get him to sign there and also afterwards with calls giving discounts but he wanted to do his due diligence. Saw all the email communications and notes that I had with Teanne’s phone conference and she really liked us hence why he wanted to reach out to me. They were pushing him alot of SEO as well. Site has been online for over 10 years but does not have pages for individual services. No G+ which he needs to focus on and agrees after I explained.

    Went over with him how SEO works and what to avoid with these companies. Educated him on SEO and also brought up PPC to show him how it works. He has seen ads that shows at the top and even on the bottom which I explained its all in the bidding and management of it. He is sold in doing PPC in the future once site is launched. Had discounted from original PPC MGMT of $199/m to $99/m and 2 months waived.

    Wanted to see if we can do anything with the initial fee so he can convince dr lew to close as soon as possible considering they are at CDA last week with offers. Told him since its last day of the month and that they are california dentist, I can reduce down to $5,500 with 4 installments. He wanted to see about the monthly which I told him i can waive 1st 3 months for him. He was getting offers for less than $2,000 from these companies but i had pointed out to them why and where they make up cost which is the SEO in teh future with horrible support and being nickel/dime. Told hi to do it right from the beginning which he agrees.

    He asked to resend updated contract so he can convince Dr. Lew to sign today. He mentioned he will be on vacation Sept 7 (next Thu) and he’s usually in the office M & Th only. In addition, Dr Lew will be on vacation around Sept 20th but he needs to confirm. He wants to have Dr. Lew and Teanne involved which I told him if we can get the interview in by then, they can simply review the draft via email. If he can’t get them, he can just do initial one and they will get more ideas after the 1st-draft. He liked the idea and will coordinate accordingly. Sent him updated contract to login to sign and showed him some recent 1-page concepts along with developed ones.


    2017-08-31 | danny.n
    called frank to confirm receipt of the email which i know he did. He confirmed and stated he will try to catch Dr. Lew during her lunch break to e-sign.
    2017-08-31 | danny.n
    also logged in cp to view contract
    2017-08-31 | danny.n
    sk 9:45am, also clicked on questionnaire link in email at 11:20am

    Leave a Comment:




    Call Frank Chang closed
    Task: Sales | 2017-08-29 | Justin | #83347 |

    650-965-0628

    See my notes – he wants to see if you have a CDA special – not yet ready to move forward but I also built a good rapport with him in addition to what you have done


    2017-08-31 | danny.n
    frank called back. lm. he apologized for not getting back to me yesterday. asked fo rme to call him back
    2017-08-30 | danny.n
    Ticket has been completed. Closing ticket.
    2017-08-30 | danny.n
    called, lm on home vm.

    Leave a Comment:




    Phone Conference – Teanna Nguyen 
    Estimates | 2017-07-24 | Danny | #80229 |

    Teanna called back. Super nice. Inquiring for the dr helping her with Marketing. Was looking at all the packages primarily marketing. Knows a bit about SEO but never heard of PPC.

    Went over all 3 packages and pricing. Based on my discussion with her and her questions, I had recommended to go with the Platinum and add the PPC MGMT which made more sense after learning how effective PPC can be. Didn’t know much about the G+ listing, had to tell her how it works and to focus on this since it is prominent.

    Overall, convo went great, will need to present/forward the email to dr. lew once they receive it.

    Gave her an overview of what we do vs others when it came to QPS. Will focus on redeveloping the site first, get it reindexed for SEO and in meantime, focus on the PPC to get immediate traffic.

    Potentially very hot, she is convinced but will need to see what Dr. Lew says.

    Teanna asked what was the next step if they are to start. gave her overview of the streamlined process.


    2017-08-29 | justinn
    Spoke with Frank Chang - built a great rapport with him - had questions about the design process - I spoke with him how his quality site would help with SEO and PPC - he said he just got back from the CDA convention - told him I am aware that he got a wide spectrum of price ranges and big discounts - he saw that I was familiar and after i explained to him about the Platinum and our work - he agreed that it is apples to oranges - he has the same philosophy as us when I explained to him that I dont want him to compromise the quality and conversion of the site due to pricing - told him that those companies discount the initial fee tremendously (which he did see) understands its a template - told him they then charge the client to make up for the marketing booths at the convention via the monthly - told him our philosophy of our word of mouth referral is our marketing - same as a dental practice - he strongly agreed with that and said that is exactly his practice - built his trust from there he wanted to know if you have any CDA specials for him - assured him that you will be able to assist him financially - he wants you to contact him tomorrow regarding a "CDA Special"
    2017-08-22 | danny.n
    touche based with her to see if she's back so we can reconnect.
    2017-08-08 | danny.n
    "Danny, I'm still out of town until next Monday. But you can email Dr. Lew directly at drdianelewdds@yahoo.com "
    2017-08-08 | danny.n
    sk: 3:49pm (5 mins later)
    2017-08-08 | danny.n
    emailed her to see if she's back from her vacation.
    2017-08-03 | danny.n
    told her i'll touch base with her next week when she's back.
    2017-08-03 | danny.n
    "Danny, sorry for the late response. I'm on vacation and have already forward your email to Dr. Lew. Please email her directly for quicker response. Email is drdianelew@yahoo.com Thanks, "
    2017-08-02 | danny.n
    called.. with a patient (she's hygienist). Sent f/u.
    2017-07-28 | danny.n
    logged in yesterday 7/27
    2017-07-27 | danny.n
    sk: 2:16pm
    2017-07-27 | danny.n
    sk: 11:08am
    2017-07-27 | danny.n
    sent her a f/u. she just sk 3 mins ago. Gave her assurance of our competitive QPS.
    2017-07-27 | danny.n
    sk: 9:08am
    2017-07-25 | danny.n
    sk: 12:45pm
    2017-07-25 | danny.n
    sk: 6:43am
    2017-07-25 | danny.n
    sk: 8:23pm last night
    2017-07-24 | danny.n
    "Hi Danny, Wanted to confirm that I have received the email. Teanne Sent from my iPhone"
    2017-07-24 | danny.n
    sk: 3:40pm

    Leave a Comment:




    Missed Call/VM from Vicky 
    Leads | 2017-07-24 | Danny | #80222 |

    Vicky called, lm stating that Teanne is not available to get back to me. She gave me her # to call back tomorrow 9am-1pm. Vicky is the person I spoke to and lm originally. Maybe she’s taking over the inquiry for Teanna. 408-736-


    2017-07-24 | danny.n
    called. reached office vm. lm. told her i'll try again tom at 9am

    Leave a Comment:




    Initial Contact 
    Leads | 2017-07-24 | Danny | #80205 |

    Called, front was very nice. Teanne is the hygienist and is in the back with a patient. LM with her and told her why i called which she said yes they are definitely in need of a makeover. Found site online.


    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: 2017-08-31
    Questionnaire: 2017-09-20
    Site Download/Site Sucker: 2017-08-31
    Temporary Site: 2017-08-31
    Concept: 2018-01-19
    Approved: 2018-01-30
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download: 2018-02-06
    Image Optim: 2018-02-06
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301: 2017-08-31
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup: 2018-02-06
    Analytics Report or Jetpack Setup: 2018-02-06
    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: 2018-01-30
    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: 2017-12-04
    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
    2017-09-28
    Mobile
    Fluid Responsive
    2017-08-31
    2017-09-28
    Videos
    2017-08-31
    2017-09-28
    Marketing


    Reputation


    Facebook
    2017-08-31
    2017-09-28
    Google Plus
    2017-08-31
    2017-09-28
    Blog
    2017-08-31
    2017-09-28
    SEO


    Logo
    2017-08-31
    2017-09-28
    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2017-08-31 | Danny | Phone Conference #2 – Frank Chang Ordered

    Platinum


    Initial: 4 Payments of $1,375
    Monthly: $149


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Mobile Compatible

    Fully Functional on All Smartphones


    Regular Price:

    Initial: Payments of
    Monthly:

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Videos

    High-Quality Patient Education Videos

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build a Logo

    - includes all listed default features on far left column. Month to month contract. Guaranteed Competitive Rate. * 1st 3 monthly fees waived. 30 Days Money Back Guarantee

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-31 | danny.n
    called frank to confirm receipt of the email which i know he did. He confirmed and stated he will try to catch Dr. Lew during her lunch break to e-sign.
    2017-08-31 | danny.n
    also logged in cp to view contract
    2017-08-31 | danny.n
    sk 9:45am, also clicked on questionnaire link in email at 11:20am
    Estimates | 2017-07-24 | Danny | Phone Conference – Teanna Nguyen Expired

    Platinum


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


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Mobile Compatible

    Fully Functional on All Smartphones


    Regular Price:

    Initial: Payments of
    Monthly:

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    Educational Videos

    High-Quality Patient Education Videos

    Social Media Custom

    Facebook, Google Plus & Twitter

    Custom Blog

    Custom Website-Based Blog

    Logo Design

    Work with a Designer to Build a Logo

    - includes all listed default features on far left column. Month to month contract. Guaranteed Competitive Rate.

    PPC Management

    Regular Price:

    Initial: Payments of $0
    Monthly: $199*

    PPC Management

    Google Adwords Management

    * Flat Rate. Client will designate budget allocated each month which will go directly to Google. Direct access to campaign with full transparency.

    COMMENTS:

    2017-08-29 | justinn
    Spoke with Frank Chang - built a great rapport with him - had questions about the design process - I spoke with him how his quality site would help with SEO and PPC - he said he just got back from the CDA convention - told him I am aware that he got a wide spectrum of price ranges and big discounts - he saw that I was familiar and after i explained to him about the Platinum and our work - he agreed that it is apples to oranges - he has the same philosophy as us when I explained to him that I dont want him to compromise the quality and conversion of the site due to pricing - told him that those companies discount the initial fee tremendously (which he did see) understands its a template - told him they then charge the client to make up for the marketing booths at the convention via the monthly - told him our philosophy of our word of mouth referral is our marketing - same as a dental practice - he strongly agreed with that and said that is exactly his practice - built his trust from there he wanted to know if you have any CDA specials for him - assured him that you will be able to assist him financially - he wants you to contact him tomorrow regarding a "CDA Special"
    2017-08-22 | danny.n
    touche based with her to see if she's back so we can reconnect.
    2017-08-08 | danny.n
    "Danny, I'm still out of town until next Monday. But you can email Dr. Lew directly at drdianelewdds@yahoo.com "
    2017-08-08 | danny.n
    sk: 3:49pm (5 mins later)
    2017-08-08 | danny.n
    emailed her to see if she's back from her vacation.
    2017-08-03 | danny.n
    told her i'll touch base with her next week when she's back.
    2017-08-03 | danny.n
    "Danny, sorry for the late response. I'm on vacation and have already forward your email to Dr. Lew. Please email her directly for quicker response. Email is drdianelew@yahoo.com Thanks, "
    2017-08-02 | danny.n
    called.. with a patient (she's hygienist). Sent f/u.
    2017-07-28 | danny.n
    logged in yesterday 7/27
    2017-07-27 | danny.n
    sk: 2:16pm
    2017-07-27 | danny.n
    sk: 11:08am
    2017-07-27 | danny.n
    sent her a f/u. she just sk 3 mins ago. Gave her assurance of our competitive QPS.
    2017-07-27 | danny.n
    sk: 9:08am
    2017-07-25 | danny.n
    sk: 12:45pm
    2017-07-25 | danny.n
    sk: 6:43am
    2017-07-25 | danny.n
    sk: 8:23pm last night
    2017-07-24 | danny.n
    "Hi Danny, Wanted to confirm that I have received the email. Teanne Sent from my iPhone"
    2017-07-24 | danny.n
    sk: 3:40pm
    Leads | 2017-07-24 | Danny | Missed Call/VM from Vicky


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-07-24 | danny.n
    called. reached office vm. lm. told her i'll try again tom at 9am
    Leads | 2017-07-24 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: