Pristine Smiles of Cross Roads

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    Profile ID: 103817




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    Add Code closed
    Task: Website | 2018-01-17 | Desirae.G | #116100 |

    Client wants the following code added below the “Make an Appointment” button on homepage.

    pristine-code-1
    2018-01-19 | desirae.g
    prashantkaushik.360sites.net
    2018-01-19 | rod.l
    Where is the homepage?

    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2018-01-17 | Belinda | #116026 |

    Hello Dr. Kaushik/Kevin,

    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://prashantkaushik.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.

    Thank you!


    Leave a Comment:




    Staging Site to Be Deleted received
    Task: Technical | 2018-01-17 | Belinda | #116011 |

    http://cornerstonedentalassociates.com

    prashantkaushikcrossroads-staging.360sites.net – domain (cornerstonedentalassociates.com) is mapped to this login.

    Staging site should be deleted when site is live.

    1. Delete site: prashantkaushikcrossroads-staging.360sites.net
    2. Delete theme: prashantkaushikcrossroads-staging.360sites.net
    3. Remap domain(s)

    Please close task when site is live.


    Leave a Comment:




    Adapt submitted
    Ticket: Website | 2018-01-17 | Belinda | #115986 |

    Please create ADAPT.

    Pristine Smiles of Crossroads


    2018-01-26 | rod.l
    Sending over to original designer.

    Leave a Comment:




    PSD to WP: Prashant Kaushik, DMD closed
    Design Task: Development | 2018-01-11 | Desirae.G | #115052 |

    URL: prashantkaushik.360sites.net

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

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

    Below are specific instructions:

    *PLEASE KEEP THE CURRENT HOMEPAGE. SITE IS ALREADY LIVE. Develop the other pages (including the actual homepage shown in design)
    *Please add hover effects using Divi
    *Please run ALL images through http://optimizilla.com/
    Menu – fixed
    Videos – pop up
    Testimonials – slider
    Inner pages – 1/4 size hero image

    Desirae
    desirae.g@optimized360.com


    2018-01-15 | developerbrijesh
    Hi, we have uploaded the site on live server. Following is URL https://cornerstonedentalassociates.com/ Please check and give your feedback. Thanks
    2018-01-14 | developerbrijesh
    sorry for the below comment.This was not for this.
    2018-01-14 | developerbrijesh
    Hello Desirae, Please add project on upwork so we can start the work ASAP. Thanks & Regards, Ashok
    2018-01-11 | developerbrijesh
    we have started work at our end.

    Leave a Comment:




    Email: Design Approval 
    Design | 2018-01-11 | Desirae.G | #115051 |

    Hello Kevin,

    Your design has been approved!

    Approved concept URL: https://360controlpanel.com/wp-content/uploads/2017/09/PristineSmilesCornerstone.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.

    Thank you!


    Leave a Comment:




    Moving Forward 
    Notes | 2018-01-10 | Desirae.G | #114809 |

    Hi Desirae,

    Sorry I missed your call twice today! I was on the phone with the Dr. when you called most recently, and was able to get authorization from the Dr to move forward without me having to ask him about so many things. I’ve got the control and decision making power moving forward. Which is what has been part of my delay so far.

    I got your message, so tomorrow will be great. Anytime after 11am (Pacific time) is good for me. If you can give me a specific time you’ll call, I’ll plan my day to be available for your call.

    Thanks!

    My response:

    Hi Kevin,

    Sounds great! If there are no further changes to the layout or colors of the design, we will go ahead and begin developing the website. Please let me know if you need any changes done before we start.

    Also, were you able to change the A record for pristinesmilesofcrossroads.com?”


    Leave a Comment:




    Update 
    Notes | 2017-11-16 | Desirae.G | #105343 |

    Spoke to Kevin and he will change the DNS settings so the tempsite will point to pristinesmilesofcrossroads.com, as we just applied the SSL to that domain. He is out of town and will be able to do that on Monday; will follow up with him.

    In regards to the design draft, he will send me his feedback. For colors:
    Crossroads – blue
    Rockwall – green


    2018-01-05 | desirae.g
    Update - called Kevin and he has been having a hard time reaching the doctor. We scheduled a call for Tuesday, January 9th @ 10am PST.
    2017-12-27 | desirae.g
    Update - "Hi Kevin, I hope you had a Merry Christmas! Just following up since we last spoke on December 13th. I noticed the primary domain for http://cornerstonedentalassociates.com/ still has not been changed to pristinesmilesofcrossroads.com. It is highly important that this domain is changed as the SSL for pristinesmilesofcrossroads.com will help with the SEO of Dr. Kaushik's new website. Also, please let me know if you would like anything changed to the layout of the design draft. If not, we can move forward with development with your approval."
    2017-12-13 | desirae.g
    Update - spoke to Kevin on the phone and he said he has been slow in responses & communication with the doctor, but he does have feedback for the design. He will send that to me within the next few days and will change the primary domain.
    2017-11-27 | desirae.g
    Update - Kevin requested to add new emails to the forms. I asked him to change the primary domain to http://pristinesmilesofcrossroads.com and requested feedback on the design, again.
    2017-11-20 | desirae.g
    Emailed Kevin to follow-up about the new domain and design draft feedback.

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    Design Follow Up 
    Notes | 2017-11-07 | Desirae.G | #102909 |

    Emailed Kevin to follow up with design for Cornerstone so we can approve and duplicate that design for Rockwall.


    Leave a Comment:




    SSL Domain Change closed
    Task: Website | 2017-10-27 | Desirae.G | #99690 |

    Client will be using a new domain for the new website.

    old domain: cornerstonedentalassociates.com
    new domain: pristinesmilesofcrossroads.com

    Please change the SSL certificate to reflect the new domain.


    2018-01-05 | desirae.g
    Got it, ty!
    2018-01-04 | rod.l
    Closing. When ready, set the domain mapping plugin to https.
    2018-01-03 | rod.l
    What is going on with this one? May I close?
    2017-11-07 | desirae.g
    Asked Kevin if we could apply the new domain so the SSL can take effect.
    2017-10-27 | rod.l
    Des the SSL change is set, but the new domain needs to be installed into Pagely in order to proceed. Please let the client know to update DNS record, etc. Thanks!

    Leave a Comment:




    Design Draft Feedback 
    Notes | 2017-10-26 | Desirae.G | #99289 |

    Kevin wants the green color swatch below for this design.


    2018-01-11 | desirae.g
    clarification: the other site will be green

    Leave a Comment:




    SSL & PRIVATE DOMAIN (new project) closed
    Task: New Project | 2017-10-24 | Danny | #98436 |

    Desirae, we have the go ahead for the SSL. In addition, he also placed an order ($25/year) to have his public whois record to be PRIVATED for his domain on GODADDY.

    I told him it will take about a week and that you will coordinate with your team and will update him.


    2017-10-26 | desirae.g
    Danny, the SSL portion is done. But the request for private registration can not be done because we do not have the domain. I will let Kevin know. Closing.
    2017-10-25 | rod.l
    Des, this site is secured and updated. Please do not use Wordpress' standard domain mapping. Only the Domain Mapping plugin as that supports SSL otherwise the site will not work. As for the Private record, this must be done where the domain is. The domain is not on our account.
    2017-10-25 | desirae.g
    Comment was already added to disregard the tempsite URL.

    URL: cornerstonedentalassociates.com
    Name: Cornerstone Dental Associates
    City/State: Crossroads, TX USA
    2017-10-25 | rod.l
    prashantkaushik.360sites.net takes me to a blank subscribe page. Please provide: 1. Exact Domain, 2. Organization Name, 3. City, State/Province and Country. To setup SSL.
    2017-10-24 | desirae.g
    Site is already live fyi. Please disregard (prashantkaushik.360sites.net)
    2017-10-24 | desirae.g
    Please comment me once completed. This is for cornerstonedentalassociates.com (prashantkaushik.360sites.net)

    Leave a Comment:




    SSL & Private Domain (New Order) closed
    Task: Accounting | 2017-10-24 | Danny | #98422 |

    SSL: $485/initial + $385/year
    Private Domain Registration: $25/year

    use cc on file


    2017-10-24 | chandra.t
    Charged.
    2017-10-24 | danny.n
    "Yes, the invoices are good to go. Can you use the CC on file, or do you need those details again?"

    Leave a Comment:




    Follow Up 
    Notes | 2017-10-13 | Desirae.G | #95799 |

    Emailed Kevin to follow up regarding the design.


    2017-10-24 | danny.n
    F/U with Kevin regarding the SSL for both websites via email. Bcc'd you desirae. Will update you once I get a response.

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    SSL Discussion 
    Leads | 2017-10-09 | Danny | #94396 |

    been goign back and forth with Kevin the past weeks regarding SSL which I had quoted him $485 + $385/year. Will be doing it for both domains, this and the other cp: 2015-cp?id=103854

    Main question was to have the Certificate of Auth under the dr’s name which Belidna confirmed it can be similar to domain registration for WhoIs. We control it but under client’s name. He is also wanting to do Private Registration feature to prevent spam and solicitor. Checked on GoDaddy, it is $14.99/year per domain, will quote $25/year per domain. He asked to send invoice for both domains and once he verifies with Dr, he will call me to move fwd with both SSL Projects.


    2017-10-24 | danny.n
    f/u with Kevin on both SSL's per our discussion 2 weeks ago. Sent him the 2 invoices but didn't get a response. Will update desirae so she can proceed with rest of the project.
    2017-10-09 | chandra.t
    Sent Danny invoices.
    2017-10-09 | danny.n
    Chan, can you please send me invoice for both domain accounts for SSL: $485 + $385/year for Cornerstonedentalassociates.com & pristinesmilesrockwall.com separately. On each of those, can you add $25/year for "Private Domain Registration for Business"

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    Please Send Invoice closed
    Task: Accounting | 2017-09-28 | Justin | #91635 |

    SSL: $485 + $385/year

    Please send invoice to Justin


    2017-09-28 | chandra.t
    Sent Justin invoice.

    Leave a Comment:




    Please contact about SSL closed
    Task: Other | 2017-09-27 | Desirae.G | #91337 |

    Desirae,

    I’d like to get SSL for both of Dr. Kaushik’s domains at top level. Based on this email below, it looks like you can help me with that. Or do I still need to acquire the certificate and just forward it to you?

    Who is the web hosting company for Dr. Kaushik’s sites? Maybe they offer an SSL certificate that I can get directly from them for easy install. Let me know.


    2017-09-28 | justinn
    Contacted via email

    Leave a Comment:




    Design Draft Feedback 
    Notes | 2017-09-27 | Desirae.G | #91324 |

    This looks good! I like it. There are a few things I’d like to change. But, overall this is a good start!


    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-09-27 | Desirae.G | #91172 |

    Hello Kevin,

    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: Website | 2017-09-22 | Desirae.G | #89733 |

    Example:
    https://360controlpanel.com/wp-content/uploads/2017/07/WinningSmiles-b.jpg (LIKES: everything; DISLIKES: did not mention)

    LAYOUT
    -full width
    -sectional
    -clean

    FEEL
    -friendly

    COLORS
    -same colors as logo
    -example: http://cornerstonedentalassociates.com/
    -logo found here: https://www.dropbox.com/sh/bq4rn7nzlazai03/AAA2GbCkiDXKQEC1Ti7kTf1Qa?dl=0

    IMAGES
    -use images of Dr. Kaushik
    -Google “dr. kaushik cross roads tx”

    CONTENT
    -organized
    -minimal

    OTHER NOTES
    -you can also reference their landing page, http://pristinesmilesbydrpk.com/
    -client will want to add videos eventually


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    Design Note 
    Notes | 2017-09-21 | Desirae.G | #89464 |

    Kevin chose https://360controlpanel.com/wp-content/uploads/2017/07/WinningSmiles-b.jpg

    *I sent color palettes for Kevin to choose from. He wants both websites to have the same scheme but different shades.


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    Landing Page 
    Notes | 2017-09-21 | Desirae.G | #89442 |

    http://pristinesmilesbydrpk.com/


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    Phone Call 
    Notes | 2017-09-21 | Desirae.G | #89336 |

    Kevin scheduled a call for today @ 9:30 am PST


    Leave a Comment:




    Old MX record, IP, Nameservers 
    Notes | 2017-09-06 | Desirae.G | #85286 |

    104.18.32.121
    104.18.33.121

    10 p.webcom.ctmail.com 216.163.176.32
    United States Virginia US
    Commtouch Inc. (AS47067) 5 min Blacklist Check SMTP Test

    Name Server: ELLE.NS.CLOUDFLARE.COM
    Name Server: RODNEY.NS.CLOUDFLARE.COM


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    Phone Call 
    Notes | 2017-09-06 | Desirae.G | #84965 |

    Kevin scheduled a call for today @ 2:30 pm PST


    Leave a Comment:




    New User 
    Notes | 2017-09-01 | Desirae.G | #84414 |

    Added Kevin as a user and sent login credentials.


    Leave a Comment:




    Domain Mapping 
    Notes | 2017-09-01 | Desirae.G | #84405 |

    mapped domain cornerstonedentalassociates.com per request of Kevin. He will be gaining access to the domain and changing the DNS over the weekend so the splash page will be live.


    2017-09-01 | desirae.g
    FYI Danny. He will be making the splash page live this weekend.

    Leave a Comment:




    Phone Call 
    Notes | 2017-09-01 | Desirae.G | #84356 |

    Coordinating with Kevin to schedule a call next week to clarify/discuss a few things about the design before I proceed.


    Leave a Comment:




    Website Examples 
    Notes | 2017-08-30 | Desirae.G | #83392 |

    Emailed to Kevin:

    simple, full-width layout, sectional, modern
    https://360controlpanel.com/wp-content/uploads/2017/08/prostate-SD-1.jpg

    more design, full-width layout, sectional, shapes, modern
    https://360controlpanel.com/wp-content/uploads/2017/08/miles-todd.jpg

    very simple, full-width layout, sectional, relaxed spa-like feeling
    https://360controlpanel.com/wp-content/uploads/2017/07/WinningSmiles-b.jpg

    simple, centered layout, bright

    Home

    centered layout, traditional feel, darker colors

    Welcome!


    2017-09-21 | desirae.g
    Same colors as http://pristinesmilesbydrpk.com/
    2017-09-01 | desirae.g
    Kevin chose https://360controlpanel.com/wp-content/uploads/2017/07/WinningSmiles-b.jpg

    Leave a Comment:




    Splash Page 
    Notes | 2017-08-28 | Desirae.G | #83212 |

    created http://prashantkaushik.360sites.net/coming-soon/


    Leave a Comment:




    Initial Conversation 
    Notes | 2017-08-28 | Desirae.G | #83199 |

    -Kevin (marketing coordinator for Dr. Kaushik) is located in LV; practices are in TX.
    -He used to be a designer and has been a developer for many years.
    -2 separate practices owned by Dr. Kaushik
    -rebranding https://www.cornerstonedentalassociates.com
    -eventually will be “Pristine Smiles of Crossroads”
    -both websites will have a similar design/brand
    -both domains have SSL; requested SSL certificate/number from Kevin, but he said don’t need to worry about that just yet
    -does not have access to original logo files
    -does not have website login credentials
    -I requested the codes for the office videos; Kevin said if anything they will be creating new ones
    -wants to focus highly on SEO and contact info being easily accessible
    -doesn’t want either site to be too busy or content heavy
    -eventually wants a landing page for both websites
    -Kevin is handling everything with domains
    -Kevin will be registering pristinesmilesofcrossroads.com for this site
    -The location for Pristine Irving is being sold; do not include that anywhere on new sites
    -wants to use Dr. Kaushik’s photo for both sites

    *I will be creating tempsites and splash pages for both sites.
    *We will be starting on the design for Cornerstone first, then will begin the design for Pristine once we finalize the other design.
    *I will be sending Kevin a few website examples so we can get started on the design for Cornerstone.


    2017-08-28 | desirae.g
    FYI Danny

    Leave a Comment:




    301’s 
    Notes | 2017-08-28 | Desirae.G | #83126 |
    urllist-13

    Leave a Comment:




    Create Temp Site closed
    Task: Social | 2017-08-28 | Desirae.G | #83119 |

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


    2017-08-28 | desirae.g
    Tempsite created. Will submit ticket to customize unless client can provide login credentials so we can export content. Closing.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-08-28 | Desirae.G | #83118 |

    Hello Kevin,

    Welcome to Optimized360!

    My name is Desirae 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.

    Thank you for filling out the design questionnaire. I will be referencing this and any website examples in our scheduled phone call today @ 3 pm PST.

    Please note in the first step of this process, we will be focusing on the design of the website. We can further discuss other technical aspects once the website has been developed.

    I look forward to working on this design with you!

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    DQ Submission 
    Design | 2017-08-28 | Desirae.G | #83117 |

    Your Name Kevin Hunnicutt
    Do you have an existing Site? Yes
    IF yes, please provide login credentials: cornerstonedentalassociates.com
    pristinesmilesrockwall.com
    Practice Name Pristine Smiles of __________
    Secondary Title (Dr. Name) Dr. Prashant Kaushik
    Practice Address Street Address: Two locations
    State / Province: TX
    Will you be the decision maker during this process? Yes
    Sections Testimonials
    Contact Form
    Overall Feel Modern
    Simple and Clean
    Visual (Minimum Text)
    Light or Dark Light Background (dark text)
    Neutral
    Image Types Your Images (Upload or Email)
    Age Group Teen
    Adults
    Elderly
    Demographic Working Class
    Upscale
    Any Additional Comments/Requests? Two separate sites need a contact info splash page immediately.
    I will attempt domain and DNS control from the existing vendors.
    One of the sites will ultimately get a new domain TBD soon.
    Also need a custom 404 page that doesn’t look like a typical 404 page, but provides information I will provide you with.
    Contact me for more specific details.
    – Kevin Hunnicutt


    Leave a Comment:




    New Project Notes closed
    Task: New Project | 2017-08-28 | Justin | #83110 |

    Kevin is the point of contact (marketing coordinator) — SENT DQ

    He is very technical whcih means he knows a lot about SEO (realistic), domain transfer, hosting, wp, etc. He is really busy and liked that we focus in dental and is proactive in doing things not only today but future support.

    Please do 301 Re-direct and download a copy of the site

    They have 2 websites —
    Main one: https://pristinesmilesrockwall.com/
    current one to rebrand: https://www.cornerstonedentalassociates.com/index.php

    wants to use PRISTINE’s logo on the Cornerstone site.

    They need a temp site up ASAP — canceling service Friday

    Will design cornerstone first and use the same design for Pristine Site

     

    ——– SCHEDULED CALL — 8/25/17

    Hi Danny N. – Optimized360,

    A new event has been scheduled.

    Event Type:
    30 Minute Meeting

    Invitee:
    Scott Avery

    Invitee Email:
    succeedinbiz@yahoo.com

    Event Date/Time:
    09:15am – Friday, August 25, 2017 (Pacific Time – US & Canada)

    Questions:

    Comment/Topic/Question
    RE: Kevin Hunnicutt, Prashant Kaushik, DMD, call me at 916-205-1398


    Leave a Comment:




    New Order – Gold Package closed
    Task: Accounting | 2017-08-28 | Justin | #83109 |

    Gold: $3,996 + $79/m
    6 Installments of $666 (30 Days Apart)

    Payment Method
    #: American Express ending in 2006
    Name: Prashant Kaushik, DMD
    Expiration: 10/20
    Code: 8988
    Zip Code: 75068


    2017-08-28 | chandra.t
    Charged.

    Leave a Comment:




    Related Accounts 
    Notes | 2017-08-28 | Justin | #83108 |

    360controlpanel.com/2015-cp?id=103817 – pristinesmilesrockwall.com
    360controlpanel.com/2015-cp?id=103854 -cornerstonedentalassociates.com


    Leave a Comment:




    Call with Scott 
    Leads | 2017-08-25 | Danny | #83076 |

    Scott called back, very nice. Apologized for missing the call this morning which was due to the hurricane ripping through texas so the internet line was down.

    He was the director of the company and wanted to asked some questions for the dr because the dr was screwed many times by marketing companies so he is doing is due diligence.

    Asked about company, seem to know about when company was established. Mentioned that we filed LLC a few weeks ago which wasn’t right (asked dr f later on, its prob a renewal). Knew about Optizign and asked about “marvin”. Mentioned we did 200 websites but shows we’ve been around for 12 years, told him it was not 200 but over 2200. He might ve been mistaken on his end but clarified it with him.

    He wanted to possibly reconnect next week or email me questions but will use my calendar to schedule. Is aware i’m out until next wed.


    Leave a Comment:




    Calendly Sched – Fri 8/25 @ 9:15am 
    Leads | 2017-08-25 | Danny | #83005 |

    Hi Danny N. – Optimized360,

    A new event has been scheduled.

    Event Type:
    30 Minute Meeting

    Invitee:
    Scott Avery

    Invitee Email:
    succeedinbiz@yahoo.com

    Event Date/Time:
    09:15am – Friday, August 25, 2017 (Pacific Time – US & Canada)

    Questions:

    Comment/Topic/Question
    RE: Kevin Hunnicutt, Prashant Kaushik, DMD, call me at 916-205-1398


    2017-08-25 | danny.n
    kevin sk at 2:55pm and 2:59pm
    2017-08-25 | danny.n
    called, went to vm. lm. Not sure if its bc of the hurricane in tx that he is not avail. Sent him ane mail letting him know i had called too. cc'd kevin.

    Leave a Comment:




    Updated Estimate – Ph Conf #2 
    Estimates | 2017-08-23 | Danny | #82790 |

    spoke to kevin, he talked to dr yest and wanted to see what we can do about the pricing cause dr is struggling financially. told him it is already competitive and what i can do is to break up into installments to ease up the cost initially. Went back and forth and agreed to go with 6 installments for both projects.

    Told him we will work on the 1st project and then once that starts to develop, we can start on the 2nd project which will have separate billing and 6 installments will then start for that.

    He likes the whole idea and will confirm with the dr. Most likely start today or tomorrow. Resent him the updated contract to review.


    2017-08-24 | danny.n
    called. lm to see if he's ready so i can coordinate.
    2017-08-23 | danny.n
    he logged in today to view contract. at 1:30pm
    2017-08-23 | danny.n
    sk: 1:30pm
    2017-08-23 | danny.n
    "Looks good. I'm getting final approval to move forward on this. I'll be in touch again ASAP. Hopefully today, but likely tomorrow."

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-08-17 | Danny | #81924 |

    Had a long phone conference with Kevin. He’s the marketing coordinator there helping them rebrand. Has 2 sites:

    Main one: https://pristinesmilesrockwall.com/
    current one to rebrand: https://www.cornerstonedentalassociates.com/index.php

    wants to use PRISTINE’s logo on the Cornerstone site. Redevelop that site. Once that is done, will decide what to do with PRISTINE’s site which has 2 locations to either separate the 2 or keep it within that site. Regardless, once makeover is done, use that design for Cornerstone to use on Pristine.

    Cornerstone’s site, they may redirect it to anotehr domain name, still iffy not sure what to do yet. Thinking about having a main parent site then redirecting them based on the location. I recommended to keep cornerstone due to history (seo) and pristine separate like how it is right now with 2 locations. We can create landing pages within each and direct them to each respective site in the future.

    Will be cancelling with that company soon (Cornerstone) and will need a temp site up. Told him we can do it in about 1 week grabbing all personalized info on the site and placing it on a design we’ve already created, then start on the development.

    Gave him overview of what we do vs others when it came to QPS. He was drawn to our designs in the 1st place. Really liked all the ideas I’ve presented to him cause he wanted someone that knows the industry and help guide him as well.

    He is very technical whcih means he knows a lot about SEO (realistic), domain transfer, hosting, wp, etc. He is really busy and liked that we focus in dental and is proactive in doing things not only today but future support.

    He basically said he is sold and giving me a virtual handshake.

    Asked for me to send him some examples of sites that has mulitiple locations (will show RODG).

    Interested in scheduler to use cause their current software doesn’t have portal capability. He knows there are ones with custom virtual selection but knows it still needs to be manually enter. Assured him we can do it and will show him examples of our clients having them. He knows its extra cost in the future but will reconnect on this once site is developed, jsut wanted to know we can do it.

    Sent him contract to review and will most likely start soon.


    2017-08-22 | danny.n
    sk: 8:23am
    2017-08-21 | danny.n
    "Great! I'll likely get back to you tomorrow to move forward. I have a call with the Dr. today at 4pm to finalize things."
    2017-08-21 | danny.n
    told him getting the temp is quick, its a matter of the admin to the domain to point to us. Will wait for his response to get started.
    2017-08-21 | danny.n
    "Hi Danny, I got your voicemail. I'm working on the spending approval to move forward. I hope to get that today. We talked about having a temporary template site up in about a week. If the domain can propagate sooner than that, can we at least put up a single "coming soon" page with the logo and contact information before the temporary site gets up? I'm trying to find out the next renewal date of the existing services and want to try and cancel before their next renewal. Please let me know about the "coming soon" pages. Thanks! "
    2017-08-21 | danny.n
    called. lm on his google voice. Sent him an email.
    2017-08-18 | danny.n
    sk: 10am
    2017-08-17 | danny.n
    he had commented how he liked Barton Bruntjen's design and he saw Dr. Mansouri's "real-time" scheduler
    2017-08-17 | danny.n
    "Hi Danny, Great! I made some notes in RED in-line below... I'll review the other documents later and get back to you by tomorrow. Thanks! _____________ Kevin Hunnicutt (702) 900-8376 "

    Leave a Comment:




    Initial Contact 
    Leads | 2017-08-16 | Danny | #81846 |

    called. lm on his google voice. didn’t realize he said to call after 2pm today. will call again later at 2pm


    2017-08-16 | danny.n
    called again. went to his google voice. lm.

    Leave a Comment:




    Initial Assessment 
    Leads | 2017-08-16 | Danny | #81845 |

    found this through multiple digging channel from google then facebook. Not sure if its the practice he’s referring to:

    https://www.facebook.com/LasVegasDentalProfessionals/


    2017-08-16 | danny.n
    no website based on the fb profile.

    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: 2017-08-28
    Questionnaire: 2017-08-28
    Site Download/Site Sucker: 2017-08-28
    Temporary Site: 2017-08-28
    Concept: 2017-09-27
    Approved: 2018-01-11
    Add to Upwork
    Add Developer to Temp Site
    Review: 2018-01-17
    Design # and Download: 2018-01-17
    Image Optim: 2018-01-17
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    Analytics Report or Jetpack Setup:
    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: 2018-01-11
    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
    2017-08-28
    2017-08-28
    Mobile
    Fluid Responsive
    2017-08-28

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security
    2017-10-24
    2017-10-24
    ADApt


    Others


    360 Plan



    Leads | 2017-10-09 | Danny | SSL Discussion


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-24 | danny.n
    f/u with Kevin on both SSL's per our discussion 2 weeks ago. Sent him the 2 invoices but didn't get a response. Will update desirae so she can proceed with rest of the project.
    2017-10-09 | chandra.t
    Sent Danny invoices.
    2017-10-09 | danny.n
    Chan, can you please send me invoice for both domain accounts for SSL: $485 + $385/year for Cornerstonedentalassociates.com & pristinesmilesrockwall.com separately. On each of those, can you add $25/year for "Private Domain Registration for Business"
    Leads | 2017-08-25 | Danny | Call with Scott


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-08-25 | Danny | Calendly Sched – Fri 8/25 @ 9:15am


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-25 | danny.n
    kevin sk at 2:55pm and 2:59pm
    2017-08-25 | danny.n
    called, went to vm. lm. Not sure if its bc of the hurricane in tx that he is not avail. Sent him ane mail letting him know i had called too. cc'd kevin.
    Estimates | 2017-08-23 | Danny | Updated Estimate – Ph Conf #2 Ordered

    Gold (Cornerstone)


    Initial: 6 Payments of $666
    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 x - includes all default features listed on left. Guaranteed competitive. Month to month contract. cornerstonedentalassociates.com - Dental Videos: add'l $20/m in future

    Gold (Pristine)

    Regular Price: $5,999

    Initial: 6 Payments of $333
    Monthly: $79

    Gold Package

    Everything on Gold Package Plus

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    - 2nd Web Project. Same branding as main. Personalized information specific to that location/s. pristinesmilesrockwall.com - Billing starts only when project starts.

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-24 | danny.n
    called. lm to see if he's ready so i can coordinate.
    2017-08-23 | danny.n
    he logged in today to view contract. at 1:30pm
    2017-08-23 | danny.n
    sk: 1:30pm
    2017-08-23 | danny.n
    "Looks good. I'm getting final approval to move forward on this. I'll be in touch again ASAP. Hopefully today, but likely tomorrow."
    Estimates | 2017-08-17 | Danny | Phone Conference Expired

    Gold (Web #1)


    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. Guaranteed competitive. Month to month contract

    Gold (Web #2)

    Regular Price: $5,999

    Initial: 2 Payments of $999
    Monthly: $79

    Gold Package

    Everything on Gold Package Plus

    Ownership

    Own the Custom Design We Create

    Exclusivity

    Design Will Be Exclusive to Your Area

    - 2nd Web Project. Same branding as main. Personalized information specific to that location/s. TBD.

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-22 | danny.n
    sk: 8:23am
    2017-08-21 | danny.n
    "Great! I'll likely get back to you tomorrow to move forward. I have a call with the Dr. today at 4pm to finalize things."
    2017-08-21 | danny.n
    told him getting the temp is quick, its a matter of the admin to the domain to point to us. Will wait for his response to get started.
    2017-08-21 | danny.n
    "Hi Danny, I got your voicemail. I'm working on the spending approval to move forward. I hope to get that today. We talked about having a temporary template site up in about a week. If the domain can propagate sooner than that, can we at least put up a single "coming soon" page with the logo and contact information before the temporary site gets up? I'm trying to find out the next renewal date of the existing services and want to try and cancel before their next renewal. Please let me know about the "coming soon" pages. Thanks! "
    2017-08-21 | danny.n
    called. lm on his google voice. Sent him an email.
    2017-08-18 | danny.n
    sk: 10am
    2017-08-17 | danny.n
    he had commented how he liked Barton Bruntjen's design and he saw Dr. Mansouri's "real-time" scheduler
    2017-08-17 | danny.n
    "Hi Danny, Great! I made some notes in RED in-line below... I'll review the other documents later and get back to you by tomorrow. Thanks! _____________ Kevin Hunnicutt (702) 900-8376 "
    Leads | 2017-08-16 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-16 | danny.n
    called again. went to his google voice. lm.
    Leads | 2017-08-16 | Danny | Initial Assessment


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-08-16 | danny.n
    no website based on the fb profile.