Sunny Smile Dental

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    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 103784




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

    DOMAIN INFO


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    F/U 
    Notes | 2018-01-08 | jessica.c | #114176 |

    Left voicemail for Brian. Sent email with hubspot tracking.


    2018-02-07 | jessica.c
    left voicemail. sent email with hubspot tracking
    2018-01-30 | jessica.c
    Left voicemail and sent an email with HubSpot tracking.
    2018-01-18 | jessica.c
    Called cell, went straight to voicemail. Left a message. Sent email with hubspot tracking.

    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2017-12-22 | jessica.c | #111904 |

    Hello Brian and Dr. Nguyen,

    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://scottnguyen.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/360-jessicac

    Thank you!

    jessica.c@optimized360.com


    2018-01-08 | jessica.c
    Sent on 12/22:
    Ok pretty cool I’m looking at it now.

    Sent from my iPhone

    Leave a Comment:




    PSD to WP: Scott Nguyen closed
    Design Task: Development | 2017-12-12 | jessica.c | #110033 |

    URL: scottnguyen.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:

    Use Rogue framework

    *Fluid responsive!

    Menu buttons hover – your choice

    ALL buttons hover – your choice

    Ft. Services hover – orange outline

    choose the location nearest you hover – orange outline

    choose the location nearest you – doctors appear on click

    Testimonials – face up

    How can we help you? – system output

    Meet your doctors – system output

    jessica.c@optimized360.com


    2017-12-13 | developerrhythm
    I'm not sure about following instructions can you please give me more details? For example, what will happen when a user hovers over first/last ft. service? will it change the line and display new 3 services? little confusing same for doctors #Ft. Services hover – orange outline #choose the location nearest you hover – orange outline #choose the location nearest you – doctors appear on click #Testimonials – face up

    Leave a Comment:




    Email: Design Approval 
    Design | 2017-12-12 | jessica.c | #110032 |

    Hello Brian,

    Your design has been approved!

    Approved concept URL: https://360controlpanel.com/wp-content/uploads/2017/10/nguyen-scott-1.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.


    Leave a Comment:




    Scheduled Call 12/12 
    Notes | 2017-12-08 | jessica.c | #109266 |

    at 10 am PST.


    Leave a Comment:




    F/U 
    Notes | 2017-10-13 | jessica.c | #95819 |

    Left voicemail and resent design draft.


    2017-12-08 | jessica.c
    Hubspot reported that the email was opened.
    2017-12-07 | jessica.c
    Sent email with sidekick.
    2017-12-06 | jessica.c
    Left voicemail and email.
    2017-11-27 | jessica.c
    Left voicemail and email.
    2017-11-20 | jessica.c
    Left voicemail.
    2017-11-09 | jessica.c
    Called Brian's number, just got a beeping noise and then went to voicemial. Left a message.

    Justin, FYI, Brian is unresponsive again. I have been unable to get ahold of him.
    2017-11-01 | jessica.c
    Left voicemail.
    2017-10-27 | belinda.t
    Hello Brian, Hope this week has been pleasant thus far. I wanted to check in on the new website progress. I saw that Jessica has submitted a design for you but have not gotten feedback. I also noticed that Dr. Scott does not have a website yet. We have a temporary site created for him if you'd like to utilize it for now. The sooner we have a site online the better it is for marketing the practice. Let me know if I can help with anything. -- Belinda T.
    2017-10-24 | jessica.c
    Left voicemail.
    2017-10-17 | jessica.c
    Left voicemail and sent email f/u.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-10-10 | jessica.c | #94907 |

    Hello Brian,

    Based off the design you provided us with we recreated the design concept to the best of our abilities within the resources we had available. 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.

    Please click below to schedule a call so we can discuss this design:
    https://calendly.com/360-jessicac

    Looking forward to your feedback!
    Thank you.


    Leave a Comment:




    Schedule Call 10/4 
    Notes | 2017-09-25 | jessica.c | #90330 |

    at 3pm PST.


    2017-10-04 | jessica.c
    Call rescheduled to 10/5 at 3pm PST.

    Leave a Comment:




    F/U 
    Notes | 2017-09-19 | jessica.c | #88583 |

    From Brian:
    “Hi Jessica give me until tomorrow or wed to get caught up. I’ve been in Ohio and had absolutely no internet/phone where I was at until I got back late to my hotel.

    Thanks,
    Brian

    Sent from my iPhone”

    My Response:
    “Hi Brian,

    The best way to coordinate a time to discuss the website project is to schedule a time on our calendar: SCHEDULE A PHONE CALL

    You can also give me a call at any time, 1-800-997-9368, and if i’m available we can discuss.

    Thank You,”


    2017-09-25 | jessica.c
    Left voicemail for Brian.
    2017-09-21 | jessica.c
    Called Brian and left a voicemail.

    Leave a Comment:




    Unable to reach client closed
    Task: Other | 2017-09-18 | jessica.c | #88217 |

    I have been following up, leaving emails and voicemails for Brian.


    2017-09-18 | justinn
    Client texted: Justin, can you tell her I will back tomorrow? I've been in Ohio
    2017-09-18 | justinn
    I called - LM - Emailed - Texted - please continue your follow-ups with the client

    Leave a Comment:




    F/U 
    Notes | 2017-08-24 | jessica.c | #82930 |

    Called Brian’s number and tried to leave a message. Immediately after a few rings I got a busy dial tone and was disconnected. Sent email.


    2017-09-15 | jessica.c
    Called and left a voicemail.
    2017-09-12 | jessica.c
    Left a voicemail and sent email.
    2017-09-05 | jessica.c
    Left voicemail. Sent email.
    2017-08-30 | jessica.c
    Left voicemail. Sent email.
    2017-08-24 | jessica.c
    From Brian: "Hi Jessica I'm at the CDA and will get back to you tomorrow or Monday at the latest. Sent from my iPhone"

    Leave a Comment:




    Create Temp Site closed
    Task: Social | 2017-08-16 | jessica.c | #81861 |

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


    2017-08-24 | alec.j
    Jessica, please F/U, we don't want he feels abandoned.
    2017-08-16 | jessica.c
    Temp site was created and pre-populated with default dentistry services. Contact information missing to fill out temp site. Will update once we have heard from Dr. Nguyen.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-08-16 | jessica.c | #81860 |

    Hello Brian and Dr. Scott Nguyen,

    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.

    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:




    New Project Notes closed
    Task: New Project | 2017-08-16 | Justin | #81819 |

    Get a temporary site up ASAP!

    Sent DQ

    Brian is the brother of the doctor who is the dentist

    Found Address Online – not sure if correct


    2017-08-16 | jessica.c
    The account does not have a lot of information to fill out temp site.

    Leave a Comment:




    New Order – Gold Package closed
    Task: Accounting | 2017-08-16 | Justin | #81818 |

    Gold Package: $4,000 + $79/m

    Payment Method
    #: Visa ending in 1484
    Name: Brian Nguyen
    Expiration: 06/19
    Code: 099
    Zip Code: 95129


    2017-08-16 | chandra.t
    Charged.

    Leave a Comment:




    Website Estimate 
    Estimates | 2017-08-07 | Justin | #81191 |

    Spoke with Brian – was with prosites – had the website down for awhile – his brother is the dentist – he is looking at PBHS as well – showed him I am very familair with them and how we are different – he liked what he heard and my approach for helping his practice – other companies want him to do social but i told him my logic with social (it is a bell and whistle) – focus on website first – told him I will set up temp site – he said he will call me by 1 to start


    2017-08-16 | danny.n
    im so happy for you. Go grab a cheese roll.
    2017-08-16 | justinn
    said he will call me at 1 to set things up
    2017-08-10 | justinn
    LM
    2017-08-07 | justinn
    Justin, I checked some of the sites you guys did: http://www.batesdental.com/ http://nhdentistrybeverlyhills.com/ They had a poor rating on that test page. Any suggestions on how my page won't be like that?
    2017-08-07 | justinn
    :) But that is your company website. Are you saying all of the websites you guys make will have the same results? Sent from my iPhone
    2017-08-07 | justinn
    Justin, What is this grid on the left? Can you share with me how to test this?
    2017-08-07 | justinn
    Thanks Justin. I just saw the editor. Is this built using wordpress?

    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: 2017-08-16
    Questionnaire:
    Site Download/Site Sucker:
    Temporary Site: 2017-08-16
    Concept: 2017-10-10
    Approved: 2017-12-13
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download: 2017-12-22
    Image Optim: 2017-12-22
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup: 2017-12-19
    Analytics Report or Jetpack Setup: 2017-12-19
    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: 2017-12-13
    Developed:
    Sitemap, Submissions, 301:
    Check Other Products:
    Analytics Applied:
    Review:
    DC is Ready:
    DC is Live:
    Cancelled
    Previous Design #

    Previous Site Removed:
    Previous Location:
    Previous Subdomain:
    Godaddy / 360 Sites / 360 Temp

    Previous FTP USER

    Previous FTP PW

    ADDITIONAL EMAIL TO:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



  • Video Information
    Added to vendor DB
    Checked for alias
    Placed on site
    Declined (note reason why)
    Cancelled

    COMPANY
    Media Med
    Media Med Integrated
    3D4 Dental
    Optio: register w/client info
    Swarm
  • Facebook
    Account Access:
    Active
    Cancelled
    Google Plus
    Account Access: PIN: F/U: URL: Active
    Cancelled
    Twitter
    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




    Facebook
    Google
    Twitter
  • Blog Schedule
    Monthly
    None


    Notes

    After submitting the form, copy + paste the EDIT SUBMISSION URL on the thank you page here:



    Need topics? See a list of topics here.

    Initial Blog DQ
    Social Media Access

    Facebook

    Account Access:
    Active
    Cancelled

    Google Plus

    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

    Twitter

    Twitter


    Active
    Cancelled

  • Logo Milestones
    Intro:
    Concept:
    Approval:
    Sent Files:
    File URL: Decline to Use (note reason why):
    Cancelled

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

    Message for Client:
    Instructions to Place on Website (ticket)
  • Username: Password:
    Reviewed:
    Placed on Website:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    CSR: Pagely Ticket Created:
    Domain Mapping: DB Search & Replace:
    Active/Completed:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

    Inboxes Created:
  • BRC - Reputation Management
    Pending
    Active
    Placed on Site
    Cancelled

  • Marketing




    STEPS
    Ordered:
    Account:
    Waiting for Live Website
    Ad Setup
    Test Ad
    Active
    Paused
    Cancelled
    SEARCH ENGINES
    Adwords
    Yahoo/Bing
    Remarketing
    Display (generic)
    Video
    Mobile
    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
    Cancelled

    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2017-08-16
    2017-08-16
    Mobile
    Fluid Responsive
    2017-08-16
    2017-08-16
    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2017-08-07 | Justin | Website Estimate Ordered

    Gold Package


    Initial: 2 Payments of $1,999
    Monthly: $79/m


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x No Contract (Month to Month)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-16 | danny.n
    im so happy for you. Go grab a cheese roll.
    2017-08-16 | justinn
    said he will call me at 1 to set things up
    2017-08-10 | justinn
    LM
    2017-08-07 | justinn
    Justin, I checked some of the sites you guys did: http://www.batesdental.com/ http://nhdentistrybeverlyhills.com/ They had a poor rating on that test page. Any suggestions on how my page won't be like that?
    2017-08-07 | justinn
    :) But that is your company website. Are you saying all of the websites you guys make will have the same results? Sent from my iPhone
    2017-08-07 | justinn
    Justin, What is this grid on the left? Can you share with me how to test this?
    2017-08-07 | justinn
    Thanks Justin. I just saw the editor. Is this built using wordpress?