Tarun Patel, DDS

Spoke with Dr. Patel

Latest draft is 2.2

– He wants the hero image from the first design draft (brunette) to be used.
– Also suggested that wood background be a darker colored wood
– He had mentioned that we would replace office images being used, but understood that because he doenst have them available yet, we can change the photos at any time.

He had requested that we meet up to discuss the design – I let him know that there are screen sharing options so that we can reference the draft together.

He wanted my opinion on the current design approach and asked me to go through the design and suggest what I would do differently ****(go over with belinda whether there were some design discrepancies between him and jan?)

Go through notes and get understanding of what he was looking for – to remind him what he had initially wanted (reinforce jans design to avoid reworking it too much)

Hello Dr. Patel,

My name is Charles. I wanted to inform you that Jan has taken a leave of absence and that I will be working with you to complete the website project. You can ask for me directly when calling or contact me through email for future correspondence (charles.b@optimized360.com).

I’m following up on behalf of Jan regarding a few design concepts sent to you previously. Have you had time to review them? I’ve linked them below in case.

Please let me know if you have trouble viewing or have any questions regarding the concepts.

https://360controlpanel.com/wp-content/uploads/2017/12/patel-tarun-2.2.jpg
https://360controlpanel.com/wp-content/uploads/2017/12/patel-tarun-2.1.jpg

Please let me know your thoughts.

I look forward to working with you to complete this project!

Please follow up via phone, email and letter.

The drafts are in the note below. The PSDs are in Dropbox.

Hello Dr. Patel,

I’m following up on behalf of Jan regarding a few design concepts sent to you previously. Have you had time to review them? I’ve linked them below in case.

Please let me know if you have trouble viewing or have any questions regarding the concepts.

https://360controlpanel.com/wp-content/uploads/2017/12/patel-tarun-2.2.jpg
https://360controlpanel.com/wp-content/uploads/2017/12/patel-tarun-2.1.jpg

All timestamps for follow-ups for Design Draft #2

Hello Dr. Patel,
Based off of our last discussion, I have compiled new design drafts for your review. Please take a moment to review these concepts and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time.

Called and spoke with Dr. Patel regarding Design Draft #1. He likes the overall layout and images but he wants to see the design draft with different images and play around with the color.

Swap out images for the following sections:
– Hero Slider
– Featured Services background
– Footer

Please call Dr. Patel cell – 818-675-3330

All timestamps for follow-ups for Design Draft #1.

Hello Dr. Patel,
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.

Reference

– mysanjuancapistranodentist.com (Overall LAYOUT – Sections/Flow/etc.)

Important

– Refer to Radiant Smiles Dental Care for the overall layout but with his colors.
– The layout should be easy to navigate.
– Have good contrast between text and background.
– Please use DIFFERENT fonts as the last couple of designs for other clients we received are too similar.

Overall Feel

– Welcoming & Approachable
– Inviting & Relaxing
– Modern & Clean
– VISUAL (Minimum Text)

Color & Textures

– Light Blue
– Light Green
– Cyan
– Teal
– PATTERNS / TEXTURES (Refer to Radiant Smiles | NOT TOO MUCH)
– Light Background (Dark Text)

Layout

– Sectional (NOT TOO MUCH)
– Full Width
– Depth
– Curves (KEEP TO A MINIMUM)
– Easy To Navigate

Section

– FEATURED SERVICES (Refer to Radiant Smiles | NO IMAGES)
– Doctor’s Bio
– Office
– Office Map
– Testimonials
– Social Media Links
– Contact Form

Dr. Patel followed up via email and provided his color swatches and thoughts. Please refer to the attachment below.

“I have researched some colors for the website. Please look at the schemes below, let me know if you did not get any pics in this email. Plain purple is the only color that may NOT go for me, but a lavender or pascal purple may work. Blues and greens are a go, especially pascal versions, teals, and a deep blue sky. Nature like blues and greens versus pascal blues and greens are what we will decide between going forward, I feel. Please let me know your thoughts.”

Please call Dr. Patel, mentioned he picked out some color swatches and wanted to possibly drop them off Friday? He said 9 am is best but please call as soon as possible

IMPORTANT

– Dr. Patel filled out the questionnaire twice but we did not receive it from our end. Proceeded with the interview WITHOUT the questionnaire.

Overall Feel

– Welcoming & Approachable
– Inviting & Relaxing
– Modern & Clean
– Visual (Minimum Text)

Color & Textures

– Grayish Blue
– Green
– PATTERNS / TEXTURES (Refer to Radiant Smiles | NOT TOO MUCH)
– Light Background (Dark Text)

Websites Sent For Reference

01.) mysanjuancapistranodentist.com
02.) washburnsmiles.com
03.) midtowndentalcarenyc.com
04.) biltmorederm.com
05.) andsmileortho.com (ONLY THE VIDEO)

Layout

– Sectional (NOT TOO MUCH)
– Full Width
– Depth (NOT TOO MUCH)
– Curves (KEEP TO A MINIMUM)
– Easy To Navigate

Sections

– FEATURED SERVICES (Refer to Radiant Smiles | NO IMAGES)
– Doctor’s Bio
– Office
– Office Map
– Testimonials
– Social Media Links
– Contact Form

Additional Notes

– Not TOO adamant on certain aspects. May not be exposed enough so I sent design examples for him.

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

Hello Dr. Patel,

Welcome to Optimized360!

My name is Jan and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. to discuss your account and review the notes you initially had.

Please take a few minutes to fill out our design questionnaire below. This should give you a better idea of the variety of elements that are featured in an effective design.

URL: https://form.jotform.us/61947943668171

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

Schedule a Call: https://calendly.com/360-charlesb
https://calendly.com/360-jessicac
https://calendly.com/360-jans
https://calendly.com/360-desiraeg
https://calendly.com/optimized360

I look forward to working on this design with you.

Jan
jan.s@optimized360.com

Please call his cell.

– Dr. Patel (extremely nice/friendly)
– He walked in randomly to our office last month to inquire.
– please send intro email.
– ordered logo as well.
– sent questionnaire to dr already to fill out over the weekend.

– appt scheduled for next Tuesday at 12:15pm (i know its not on calendly as an option but dr does not have any other time available any day of the week). He apologizes for requesting during this time but its the best he can do. Please call his cell.

Website: $4,000* + $79/m**

* 6 installments of $666 (start on 9/18)
** Start on Jan 18, 2018

Dr. Patel walked in at 8:30am, was referred by a consultant that he trust Paul Yuan whom I spoke to a few months ago over the phone.

Spent almost 2 hours talking to dr basically consulting him in every aspects of his practice internally along with Web.

Dr bought a practice from an old-school dr for about a year now. Had a website but it went down cause there was nothing on there.

Dr seems to be very genuine and honest with patients. Has a strong ethic code with his patients. Doesn’t do things like Western Dental where they are all about the money. He needs new patients and understands the importance of marketing.

Went over google (PPC, G+, SEO). Told dr min should be at least $500/m for PPC whcih seems a lot to him. Seems like a struggling practice, stated he started saving up a bit for this project but knows he needs to do it right from the beginning.

Went over PPC and how it is done, went into some details on how his budget would work as far as how we configure the clicks, keywords, coverage. He gets the gist of it. With SEO, he knows its competitive and after talking to me, it confirmed what he thinks and feel about other companies promising him.

G+: he tried claiming it but had issues. Gave him tips on how to do it and then how to utilize it as far as obtaining reviews. Assured we will structure his site to get reviews from current patients and target new patients reading reviews. He doesn’t like yelp and we did discuss how reviews are filtered but told him in general we will focus on keeping patients on his site vs leaving to read or get reviews.

OVerall, went great, its about budget right now. He for sure woudl go with us if money wasn’t an issue cause he seems to trust and appreciate the time and info I’ve given him.

We talked about how the OPT360 started and my background and knowledge which he found very valuable.

Dr took a fw of my business cards. Will send dr all the info to review. Very nice dr.