Bankhead & Firth Orthodontics

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    Profile ID: 103804




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    Closing Until Further Notice closed
    Task: Sales | 2017-10-26 | Belinda | #99287 |

    Lead has not been responsive, or hardly and payment not submitted. I’ve removed from our list in general. Let us know when client is ready to move forward.


    2017-10-26 | danny.n
    Belinda, i spoke to antoine, Dr is extremely busy and he's been trying to get the dr to hop on this. I told him that we will have to stop the project. He agreed and will let me know. Apologized and stated that he did tell me before hand that dr is busy and it s even difficult for him to get in touch with the dr himself let alone working on this. He said schedule should subside by middle of november. I'll put him on my calendar to touch base in 2 weeks.
    2017-10-26 | danny.n
    Ticket has been completed. Closing ticket.

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    Design Draft #1 Follow Ups 
    Design | 2017-09-12 | Jan S. | #86738 |

    All timestamps for follow ups for Design Draft #1.


    2017-10-25 | jan.s
    No follow up, please proceed.
    2017-10-25 | jan.s
    Called and left a message. Followed up via email and CC'd Danny as well, currently waiting for a response.
    2017-10-25 | danny.n
    Jan, haven't heard back from you with my request below from last week. LMK so i can contact him to decide if we should continue or not.
    2017-10-20 | danny.n
    Jan, any update? When was the last communication? please do 1 more f/u via phone and email and if by next Tues, no response, let me know. Thank yoiu.
    2017-10-12 | belinda.t
    Danny, what is the update on the account? I would like to close it out as client has not put time out for project. We also have not charged the account.
    2017-10-09 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-10-06 | danny.n
    Jan, next time you speak to him or get a response, please transfer him to me or let me know so i can call him. Thx.
    2017-10-03 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-09-27 | jan.s
    Called and spoke with Antoine. They were unresponsive since they were on vacation. Both Antoine and Dr. Firth decided to go in a different direction and would like to start fresh. Followed up via email to provide the questionnaire once again, currently waiting for a response.
    2017-09-26 | danny.n
    Updates? last f/u i see was over 10 days ago.
    2017-09-15 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-09-12 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-09-12 | jan.s
    Design Draft #1 was submitted on 09/08.

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    Draft Submitted 
    Concepts | 2017-09-08 | Jan S. | #86075 |

    Hello Antoine,
    Based off of our last 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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    New Design closed
    Task: Other | 2017-09-01 | Jan S. | #84246 |

    Reference

    – http://dsmfamilydentistry.com/

    Current Website

    – http://www.bankheadandfirthortho.com/

    IMPORTANT

    – Please USE Des Moines Family Dentistry as a starting point.
    – Have good contrast between text and background.
    – The layout should be easy to navigate.

    Overall Feel

    – Modern
    – Visual
    – Elegant
    – CLEAN

    Color

    – Black
    – Dark Background (Light Text)
    – Complimentary to their logo (KEEP TO A MINIMUM)

    Layout

    – Full-Width
    – Sectional
    – NOT LONG

    Sections / Features

    – FEATURED SERVICES
    – Office Summary
    – Office Map
    – Social Media Links


    2017-09-07 | jan.s
    Thank you, closing task.
    2017-09-05 | developersachit
    I have submitted the design

    Leave a Comment:




    301s 
    Design | 2017-08-23 | Jan S. | #82810 |

    http://www.bankheadandfirthortho.com/
    http://www.bankheadandfirthortho.com/treatment/invisalign-invisalign-teen
    http://www.bankheadandfirthortho.com/treatment/suresmile
    http://www.bankheadandfirthortho.com/testimonials
    http://www.bankheadandfirthortho.com/office-info/about-the-doctor
    http://www.bankheadandfirthortho.com/office-info/staff-directory
    http://www.bankheadandfirthortho.com/office-info/scheduling-guidelines
    http://www.bankheadandfirthortho.com/office-info/financial-insurance
    http://www.bankheadandfirthortho.com/office-info/map-directions
    http://www.bankheadandfirthortho.com/patient/first-visit
    http://www.bankheadandfirthortho.com/patient/faq
    http://www.bankheadandfirthortho.com/patient/emergency-info
    http://www.bankheadandfirthortho.com/patient/oral-hygiene
    http://www.bankheadandfirthortho.com/patient/foods-to-avoid
    http://www.bankheadandfirthortho.com/treatment/early-treatment
    http://www.bankheadandfirthortho.com/treatment/adult-treatment
    http://www.bankheadandfirthortho.com/treatment/types-of-braces
    http://www.bankheadandfirthortho.com/treatment/latest-technology
    http://www.bankheadandfirthortho.com/treatment/retention
    http://www.bankheadandfirthortho.com/treatment/other-appliances
    http://www.bankheadandfirthortho.com/miscellaneous/related-links
    http://www.bankheadandfirthortho.com/miscellaneous/school-schedule
    http://www.bankheadandfirthortho.com/contact-us
    http://www.bankheadandfirthortho.com/privacy-policy


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    Copy Content closed
    Task: Website | 2017-08-23 | Jan S. | #82804 |

    Please manually copy content EXCEPT FOR TREATMENTS from their current website bankheadandfirthortho.com to jasonfirth.360sites.net.


    2017-08-25 | catherine.c
    1. there are real testimonials on the old site. Please copy over.
    http://www.bankheadandfirthortho.com/testimonials

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    Website He Likes 
    Design | 2017-08-21 | Jan S. | #82504 |

    Antoine called and states that he is more of a visual person. There were other websites he wanted to reference but he will provide that later.

    Websites He Liked

    http://dsmfamilydentistry.com/ – MAIN WEBSITE HE LIKES

    Websites Sent To Him

    Welcome to Massih Orthodontics

    Home


    http://bayperio.com/

    Home

    Home


    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-08-18 | Jan S. | #82175 |

    Hello Dr. Firth and Antoine,

    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. 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. This should give you a better idea of the variety of elements that are featured in an effective design.

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

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

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

    I look forward to working on this design with you.

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    Create Temp Site closed
    Task: Social | 2017-08-18 | Jan S. | #82176 |

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


    2017-08-23 | jan.s
    The custom rogue tempsite for Bankhead & Firth Orthodontics was created, Google Analytics account was created and connected, Jetpack & SiteStats was activated, jasonfirth theme folder was created and connected, jotforms were created and added, imported default Orthodontics content via ContentCopier, and submitted an FTP ticket to Pagely support, closing task.

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    Domain Transfer & Email – TELEVOX closed
    Task: Technical | 2017-08-16 | Danny | #81804 |

    currently Televox has control of everything.

    Please instruct Antoine to cancel with televox ONLY after all 3 are done:

    Domain Transfer to us or them
    Emails (have active emails)
    Phone: he will figure out what televox is doing with the phone since that’s what they specialize in. Prob phone recording/tracking.


    2017-10-26 | danny.n
    Ticket has been completed. Closing ticket.
    2017-10-26 | danny.n
    Jan, closing. I'll reopen everythign once he is ready to continue.

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    Website Design (New Design Project) closed
    Task: New Project | 2017-08-16 | Danny | #81803 |

    – Antoine – he’s SUPER UBER BUSY… extremely nice
    – He will fill out Questionnaire as soon as he can. OK to start on the 1st-draft concept for his review without the phone interview to go over. He will try to let me/you know within 1 day of the questionnaire submission to see if he can call to go over the submission.
    – The dr will be on vacation Sept 7-15 which is when there are no patients which is when he would have a lot more time to dedicate to this project and was going to wait until then to do interview. He agreed that its a good idea to expedite it by doing the 1st draft without phone.
    – please send intro email.

    IMPORTANT: currently with TELEVOX. They deal with the phones, domain, emails. Please coordinate with him once the site is live online on our end and emails are situated along with Domain transfer before instructing him to cancel with them. He is aware to await our instructions in the future.


    2017-10-26 | danny.n
    Ticket has been completed. Closing ticket.
    2017-09-08 | jan.s
    Design Draft #1 was submitted.
    2017-09-01 | jan.s
    Client is unresponsive, please proceed.
    2017-08-23 | jan.s
    The custom rogue tempsite for Bankhead & Firth Orthodontics was created.
    2017-08-21 | jan.s
    Called and spoke with Antoine. He did not get a chance to fill out the DQ yet but he said he should have that ready by tomorrow. Followed up via email as well, currently waiting for a response.
    2017-08-21 | jan.s
    Design Intro email was sent on 08/18.

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    Website Design (New Order) closed
    Task: Accounting | 2017-08-16 | Danny | #81801 |

    Website: $4,000 + $79/m

    * Antoine will provide cc over the phone. Need to get from dr.


    2017-10-26 | danny.n
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-08-10 | Danny | #81485 |

    Antoine called in. Saw 1 of our clients site that he really liked. Found out it was http://dsmfamilydentistry.com/

    Gave him overview of what we do vs others when it came to QPS. Knows that we can use it as a reference which he liked to not copy but use as a reference.

    Looking for the Gold with Advanced SEO which was quoted.

    He will talk to dr to possibly get started. Sent him email with all the info. Very nice and RTO.


    2017-08-16 | danny.n
    spoke to Antoine, he talked to dr and wants to move fwd. Just really busy the next couple weeks. Dr will be on vacation from Sept 7-15 so he will be free during that week since he is away. Tried to figure out around his busy schedule to start. We decided to have him fill out questionnaire and us start on the initial draft, then go from there. He will see if he can free up some time to do interview but it is not necessary. He will get cc from dr this week for me. will charge once draft is sent.
    2017-08-16 | danny.n
    antoine called. lm.
    2017-08-14 | danny.n
    sk: 8:52am
    2017-08-11 | danny.n
    called. lm on office vm. office is closed for the weekend.

    Leave a Comment:




  • Domain Information
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    Milestones
    .360temp.com

    Intro & Gallery URL:
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    Site Username (subdomain):
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    Other Products:
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    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

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  • FTP / Logins
    Website Location:
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    Subdomain
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    FTP PW

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    Website Hacked
    Hacked on:
    Resolved?


    Alias Info
    Registrar Login
    Milestones
    Introduction: 2017-08-18
    Questionnaire:
    Site Download/Site Sucker: 2017-08-23
    Temporary Site: 2017-08-23
    Concept: 2017-09-08
    Approved:
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download:
    Image Optim:
    Website is Ready:
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup: 2017-08-23
    Analytics Report or Jetpack Setup: 2017-08-23
    Analytics ID:
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    Analytics by Client
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    Ordered Topics: (please submit a separate ticket)
    ADDITIONAL EMAIL TO:


    Additional Recipients:




    Previous Concepts:
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    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259
    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:

  • MILESTONES
    Website Backup:
    Introduction:
    Questionnaire:
    Concept:
    Approved:
    Developed:
    Sitemap, Submissions, 301:
    Check Other Products:
    Analytics Applied:
    Review:
    DC is Ready:
    DC is Live:
    Cancelled
    Previous Design #

    Previous Site Removed:
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    Previous FTP USER

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    ADDITIONAL EMAIL TO:



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

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  • 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

    Mobile
    Fluid Responsive
    2017-08-16

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2017-08-10 | Danny | Phone Conference Ordered

    Gold


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


    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

    - includes all default features listed on left. Month to month contract

    Advanced SEO

    Regular Price: $500

    Initial: 0 Payments of 0
    Monthly: $250

    Advanced SEO

    Ongoing SEO (10hrs/m)


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-16 | danny.n
    spoke to Antoine, he talked to dr and wants to move fwd. Just really busy the next couple weeks. Dr will be on vacation from Sept 7-15 so he will be free during that week since he is away. Tried to figure out around his busy schedule to start. We decided to have him fill out questionnaire and us start on the initial draft, then go from there. He will see if he can free up some time to do interview but it is not necessary. He will get cc from dr this week for me. will charge once draft is sent.
    2017-08-16 | danny.n
    antoine called. lm.
    2017-08-14 | danny.n
    sk: 8:52am
    2017-08-11 | danny.n
    called. lm on office vm. office is closed for the weekend.