Flatrock Family Dentistry

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    Team


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    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 103908




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    update email on site 
    Notes | 2018-01-16 | Catherine C. | #115703 |

    use – Drwalrod@flatrockdentistry.com

    not dr’s gmail

    updated on contact page.


    Leave a Comment:




    CC Update 
    Accounting | 2018-01-09 | Chandra | #114422 |

    Julie updated CC via phone (Visa ending in 3117).

    She mentioned the no monthly 2018 fees promo sent to her but I explained she received a better deal with her order.


    Leave a Comment:




    update form closed
    Ticket: Website | 2018-01-09 | Catherine C. | #114419 |

    1. Top menu – make submenu text white when on a page. See About Us > Our Office

    2. Create a Patient Forms page. add the attached form.


    2018-01-12 | catherine.c
    emailed completed.

    Leave a Comment:




    Going Live Items closed
    Task: Social | 2017-12-06 | Jan S. | #108896 |

    1. Please add domain(s) to statuscake.com
    2. Complete 301 Redirects
    3. Check Analytics & Reporting
    4. Run theme images through ImageOptim
    5. Add Favicon to customizer


    2017-12-14 | jan.s
    #4-5 was done, closing task.
    2017-12-11 | catherine.c
    #1, 3 done. no 301s. Please do #4, 5

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    Email: Your Website is Live 
    Design | 2017-12-06 | Jan S. | #108895 |

    Hello Dr. Walrod and Julie,

    Congratulations! Your website is live and accessible to the public.

    Please take a look at your initial website and let us know of any questions you might have. You can submit a ticket by going to your dashboard and filling out the form.

    URL: http://flatrockdentistry.com

    If you would like to make changes to the website in the future, you may always log in by going to the bottom of your website and clicking “Login.” We welcome any questions regarding the website editor.

    Thank you!

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    Original DNS Records 
    Notes | 2017-12-06 | Jan S. | #108876 |

    A Record

    74.208.236.190

    MX Records

    10 mx00.1and1.com 74.208.5.3 60 min
    10 mx01.1and1.com 74.208.5.21 60 min


    Leave a Comment:




    Voicemail closed
    Task: Website | 2017-11-28 | Chandra | #106870 |

    Please call Julie 308-534-8080.


    2017-11-28 | jan.s
    Called and spoke with Julie. Followed up via email as well, closing task.

    Leave a Comment:




    Revisions via Email closed
    Task: Website | 2017-11-21 | Jan S. | #106249 |

    01.) Please make sure that ALL instances of “Flatrock” is ONE word.
    02.) Remove “by clicking here!” from the last sentence of the RevenueWell section of the Home page.

    /* Quoted 1 – 3 business days to complete. Please provide an update for Julie once completed. */


    2017-11-27 | catherine.c
    emailed Julie completed.

    Leave a Comment:




    Revisions via Email closed
    Task: Website | 2017-11-15 | Jan S. | #104848 |

    01.) Update “our doctors” to “our doctor” in the second sentence on the About Us page (http://derekwalrod.360sites.net/our-north-platte-office/).
    02.) Update Business Hours: Fridays are closed
    03.) Rename the title –AND– permalink for the following service posts accordingly:

    – Flatrock Same-Day Crowns > Same-Day Crowns
    http://derekwalrod.360sites.net/flatrock-same-day-crowns/

    – Flatrock Invisalign Dentist > Invisalign
    http://derekwalrod.360sites.net/flatrock-invisalign-dentist/

    04.) Update the appointment form on the Contact Us page (http://derekwalrod.360sites.net/contact-us/). Please refer to the attachment for the code.

    05.) Replace the contact form in the “Request An Appointment Today!” section at the bottom of the Home page with a button that goes to the Contact Us page.

    /* Quoted 1 – 3 business days to complete. Please provide an update for Julie once completed. */

    flatrock-family-dentistry-appointment-form
    2017-11-16 | jan.s
    Thank you, closing task.
    2017-11-16 | jan.s
    Omit #4
    2017-11-15 | developerabdullah
    Can't apply #4 cause I am not the super admin.

    Leave a Comment:




    Revisions via Phone closed
    Task: Website | 2017-11-08 | Jan S. | #103349 |

    01.) Swap the titles –AND– permalinks of the following pages:

    – About Us (http://derekwalrod.360sites.net/about-flat-rock-family-dentistry/)
    – Our Office (http://derekwalrod.360sites.net/our-north-platte-office/)

    02.) Remove the Meet The Team section on the Home page.

    03.) Add the following list to the Insurance section of the About Us page.

    – Aetna
    – Blue Cross / Blue Shield
    – Delta Dental
    – Ameritas
    – Metlife
    – Cigna
    – Maverist

    04.) Add the following excerpt to the Home page.

    RevenueWell

    “You can access many resources such as patient portal info, viewable estimates, patients forms, online bill pay, appointment confirmation, text/email communication, recall reminders, and much more by clicking here!”

    05.) Add the following excerpt to the Payment Options section on the About Us page.

    CareCredit
    [ADD LINK TO CARECREDIT]

    “We proudly accept CareCredit with 0% financing up to 12 months upon approval.”

    06.) Add the following excerpt to the Insurance section on the About Us page.

    “We will gladly accept any insurance outside our preferred provider list as well.”

    07.) Update business hours to the following down below.

    Monday – Thursday 9:00 AM – 5:00 PM

    /* Quoted 1 – 3 business days to complete. Please provide an update for Julie once completed. */


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    Revisions via Email closed
    Task: Website | 2017-11-02 | Jan S. | #101764 |

    01.) Please update the staff images for the About Us page (http://derekwalrod.360sites.net/about-flat-rock-family-dentistry/) accordingly:

    – Format the page WITHIN the means of Divi Builder.
    – Upload ALL of the images attached to the website but use the “small” versions for each person.
    – The staff image should be at the very top of the page.

    02.) Please update the images for Dr. Walrod and Julie Walrod on the Home page (http://derekwalrod.360sites.net/) accordingly:

    – Use the “large” version each person.

    /* Quoted 1- 3 business days to complete. Please provide an update for Julie once completed. */

    flatrock-family-dentistry-photos
    2017-11-03 | jan.s
    Thank you, closing task.

    Leave a Comment:




    Revisions via Email submitted
    Notes | 2017-10-27 | Jan S. | #99938 |

    01.) Please update the staff images for the About Us page (http://derekwalrod.360sites.net/about-flat-rock-family-dentistry/) accordingly:

    – Format the page WITHIN the means of Divi Builder.
    – Upload ALL of the images attached to the website but use the “small” versions for each person.
    – The staff image should be at the very top of the page.

    02.) Please update the images for Dr. Walrod and Julie Walrod on the Home page (http://derekwalrod.360sites.net/) accordingly:

    – Use the “large” version each person.

    /* Quoted 1- 3 business days to complete. Please provide an update for Julie once completed. */

    flatrock-family-dentistry-photos
    2017-10-30 | jan.s
    Please confirm that you have received this task.

    Leave a Comment:




    Revisions via Email closed
    Task: Website | 2017-10-16 | Jan S. | #96130 |

    01.) Please fix the spacing for the buttons for the Meet The Team section on the Home page.
    02.) Please center align the underline border for the Meet The Team section on Mobile view.

    /* Please refer to the screenshots for reference. */


    Leave a Comment:




    Revisions via Email closed
    Task: Website | 2017-10-12 | Jan S. | #95438 |

    Update the About Us page (http://derekwalrod.360sites.net/about-flat-rock-family-dentistry/) accordingly.

    – If they do NOT exist, add them.
    – If they do exist, update them.
    – The following bios are in ORDER.

    Dr. Derek Walrod
    Dr. Walrod grew up on a ranch in the Sandhills of Nebraska. He graduated from Gordon High School and attended UNL. After graduating from UNMC College of Dentistry, Dr. Walrod practiced in Gothenburg for 10 years before relocating to North Platte. He is a member of the American Dental Association, Nebraska Dental Association, and is a Fellow in the Academy of General Dentistry. He and Julie have three daughters which keep both parents very busy. He enjoys football, cars, yardwork, and just about anything else that sparks his interest.

    Kayleena – Dental Hygienist
    Kayleena grew up and graduated high school in Chappell Nebraska. She went on to Central Community College in Hastings, and received her Associates of Applied Science in Dental Hygiene in 2005. She is married to her wonderful husband Brooke since 2005. Together they have one son Trevor who is a smart and rambunctious boy. Her favorite part of dental hygiene is helping her patients obtain a healthy mouth which leads to a healthier body. She joined Dr. Walrod’s dental team in 2010. In her free time she enjoys cooking and being with family and friends.

    Janice – Dental Hygienist
    Janice attended Central Community College in Hastings, and received her Associates of Science degree in Dental Hygiene in 2000. Janice joined the Flatrock Family Dentistry team in 2007 and enjoys seeing her patients, while helping them maintain a healthy smile. Janice and her husband Gary have five children and four beautiful grandchildren. Janice loves spending time with her family.

    Amy – Dental Assistant
    Amy joined Flatrock Family Dentistry after receiving her Dental Assisting degree from Mid-Plains Community College in 2010. She is dedicated, patient, and caring. Amy is married with two children at home. In her free time Amy enjoys spending time with her family, and cycling.

    Megan – Dental Assistant
    Megan graduated from Dental Assisting school in 2011. She worked in orthodontics for six years, before joining our team at Flatrock Family Dentistry in 2017; she loves working on our Invisalign. Megan has been married to her husband Brad since 2012, they have two beautiful children together. She enjoys shopping, decorating, and spending time with her family.

    Julie – Office Manager
    Julie Was born on Edwards Air Force Base in California. She graduated High School in Stillwater, Oklahoma in 1993. From there she attended school at Southern Utah University and got her science degree. She worked in healthcare, but loves customer service and administration. Julie has worked in Billing since 2004, and joined Flatrock Family Dentistry in 2013. She and Derek raise three beautiful girls together. She loves cooking, travel, and gardening.

    Bodi – Billing Specialist / Receptionist
    Bodi grew up in Kearney, and graduated high school in Amherst, Nebraska. Bodi’s focus after school was Elementary Education, which she did for 16 years. She loves people, and happily joined Flatrock Family Dentistry in 2017. She is married to her husband Derek since 2002, and together they have three beautiful children. Bodi enjoys cooking, cleaning, boating, and spending time with family and friends.

    /* Quoted 1 – 3 business days to complete. Please provide an update for Julie once completed. */


    2017-10-16 | jan.s
    Thank you, closing task.
    2017-10-13 | developerabdullah
    Please add me as admin to this website?

    Leave a Comment:




    Follow Ups 
    Notes | 2017-10-06 | Jan S. | #93981 |

    All time stamps for follow ups post ready.


    2017-12-06 | jan.s
    Called and spoke with Julie. Followed up via email as well. She will try to retrieve the credentials from their domain registrar so that we can go live for her, currently waiting for a response.
    2017-11-28 | jan.s
    Followed up via email to provided go live instructions, currently waiting for a response.
    2017-11-28 | jan.s
    Called and spoke with Julie. Julie approved of going live, please proceed.
    2017-11-15 | jan.s
    Julie followed up via phone and will be ready to go live once her latest set of revisions are complete.
    2017-11-08 | jan.s
    Julie requested a scheduled call for Wednesday, 11/08 at 2:15 PM PST. The request was recorded in CP and Google Calendar.
    2017-10-27 | jan.s
    Called and spoke with Julie. She will speak with Dr. Walrod to see if they want to go live yet, currently waiting for a response.
    2017-10-11 | jan.s
    Followed up via email on 10/10 regarding social media, currently waiting for response.
    2017-10-06 | jan.s
    Called and spoke with Julie. They have seen the website and are finalizing their professional photos which should be sent over by the end of today, currently waiting for follow up.
    2017-10-06 | jan.s
    Website Ready email was sent on 09/29.

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    Email: Your Website is Ready 
    Custom Ready | 2017-09-29 | Belinda | #92065 |

    Hello Dr. Walrod,

    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://derekwalrod.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


    Leave a Comment:




    PSD to WP: Julie – Derek Walrod closed
    Design Task: Development | 2017-09-22 | Jan S. | #90033 |

    URL: derekwalrod.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:

    – Make sure that the Hero Slider is implemented on the home page.
    – The size of the Header section AND inner slider should be 1/3 of the Hero Slider.
    – The “Welcome To Flat Rock Dentistry” section will be the WP output.
    – The “Featured Services” section should have the “Demo – Square | Hover effect 4” effect. The title should ALREADY show but the description is revealed on hover. Please refer to the following link (http://gudh.github.io/ihover/dist/index.html).
    – The buttons should have the “Isi” effect with inverse colors. Please refer to the following link (https://tympanus.net/Development/ButtonStylesInspiration/).
    – The “Map” section should be disabled and only activated when the user clicks on the map.
    – The Social Media icons should have the “2D Transitions | Grow” effect with inverse colors. Please refer to the following link (http://ianlunn.github.io/Hover/).
    – Please incorporate the SEO title based on the following formula: [pageTitle] – [city]+[specialty] – [practiceName].
    – Do NOT add SEO title individually per page, use Site-Wide SEO on Customizer.
    – Please add proper spacing between the featured image and the content for all inner pages.

    Jan
    jan.s@optimized360.com


    2017-09-27 | jan.s
    Thank you, closing task.
    2017-09-27 | developerbrijesh
    hi,
    All points completed. please check.
    Thanks
    2017-09-26 | jan.s
    01.) The curve for the header section is not full-width. 02.) Add padding for the descriptions for the Featured Services section on the Home page. 03.) The background for the Featured Services section on the Home page is way too zoomed in for Mobile and Tablet view. 04.) Disable hover effect for the Featured Services section on Mobile and Tablet view.
    2017-09-26 | developerbrijesh
    We have Completed project on live server please check and give your feedback.
    http://derekwalrod.360sites.net/
    2017-09-25 | developerbrijesh
    Hi,
    we have started work at our local server
    Thanks

    Leave a Comment:




    Email: Design Approval 
    Design | 2017-09-22 | Jan S. | #90032 |

    Hello Dr. Walrod & Julie,

    Your design has been approved!

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




    Contact Julie closed
    Task: Other | 2017-09-22 | Jan S. | #89936 |

    She would like to speak with you in further detail regarding SEO. She is concerned about specific information about Dr. Walrod showing up on the search results and would like to combat that. Please contact her when available.


    2017-09-26 | danny.n
    Ticket has been completed. Closing ticket.
    2017-09-26 | danny.n
    Called.. lm for her. Sent her an email to let me know when she'd like to schedule a call to discuss.

    Leave a Comment:




    Design Draft #1 Feedback 
    Design | 2017-09-21 | Jan S. | #89346 |

    Julie followed up via email and likes the design draft. She just had one revision.

    Revisions

    01.) Julie is the Office Manager, not a dentist.


    2017-09-22 | jan.s
    Called and left a message. Followed up via email as well, currently waiting for a response.
    2017-09-21 | jan.s
    Called and spoke with Julie. She will discuss further with Dr. Walrod to see if they have any additional revisions and will follow up by the end of the day.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-09-20 | Jan S. | #89247 |

    Hello Dr. Walrod & Julie,
    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.


    Leave a Comment:




    Status of Project closed
    Task: Development | 2017-09-20 | Danny | #89344 |

    Dr emailed me directly below. Replied back to Dr, cc’d Jan in the email to update Dr. – JAN, please update her on the status.

    “Hi Danny, Julie Walrod here. I just wanted to touch base with you and see how the website is coming along? I spoke with Jan on our scheduled day for a breakdown of what we were interested with. I hadn’t heard back, so I wanted to know if there was a temporary web address we should look for in the meantime or if he or you needed anything from us? We have scheduled office photos next Friday so hopefully we will have those soon for you along with our bios. I also am signing the office up for a service called revenue well that should be integrated somehow on our new webpage, however, it has not Been installed yet! I will get that to you just as soon as we get it.
    Thank you,
    Julie Walrod
    Flatrock Family Dentistry

    Sent from my iPhone”


    2017-09-21 | jan.s
    Called and spoke with Julie, closing task.

    Leave a Comment:




    New Design closed
    Task: Other | 2017-09-07 | Jan S. | #85553 |

    IMPORTANT

    – The color of the logo is forest green. The client will provide a copy of their logo in the future, please use this screenshot of the logo for now.
    – Use Washburn Smiles and Raleigh Endodontics as a starting point.
    – The client emphasized that the design should be easy to navigate and be mobile friendly.
    – Please use different fonts as the last couple of designs for other clients we received are too similar.

    Websites References

    01.) washburnsmiles.com
    02.) raleighendodontics.com

    Overall Feel

    – Approachable
    – Clean
    – Modern
    – MORE Masculine / LESS Feminine

    Layout

    – Full Width
    – NOT LONG
    – EASY TO NAVIGATE
    – MOBILE FRIENDLY
    – Sectional (KEEP TO A MINIMUM)
    – Patterns (KEEP TO A MINIMUM)
    – Curves (KEEP TO A MINIMUM)

    Color Scheme

    – Forest Green
    – Deep Blue
    – NEUTRAL Background (Dark Text)
    – Complimentary to logo (The logo is ACTUALLY forest green)

    Images

    – Nature (Use landscape of Nebraska | Trees)
    – Happy, Friendly People

    Sections

    – FEATURED SERVICES
    – Doctor’s Bio
    – Membership Logos
    – Office Summary
    – OFFICE MAP
    – CONTACT FORM
    – SOCIAL MEDIA

    Featured Services

    – Implants
    – Invisalign
    – Cosmetic Dentistry
    – Restorative Dentistry
    – Same Day Crowns | E4D


    2017-09-14 | jan.s
    Thank you, closing task.
    2017-09-12 | jan.s
    Please incorporate patterns and curves but keep them to a minimum. Please use images of Nebraska accordingly, thank you.
    2017-09-12 | developersachit
    I have submitted the homepage design.

    Leave a Comment:




    Design Interview: Notes 
    Design | 2017-09-07 | Jan S. | #85522 |

    Overall Feel

    – Approachable
    – Clean
    – Modern
    – MORE Masculine / LESS Feminine

    Layout

    – Full Width
    – NOT LONG
    – EASY TO NAVIGATE
    – MOBILE FRIENDLY
    – Sectional (KEEP TO A MINIMUM)
    – Patterns (KEEP TO A MINIMUM)
    – Curves (KEEP TO A MINIMUM)

    Color Scheme

    – Forest Green
    – Deep Blue
    – NEUTRAL Background (Dark Text)
    – Complimentary to logo (The logo is ACTUALLY forest green)

    Images

    – Nature (Use landscape of Nebraska | Trees)
    – Happy, Friendly People

    Websites Sent For Reference

    Ranked in order from most to least liked!

    01.) http://washburnsmiles.com/
    02.) http://raleighendodontics.com/
    03.) http://optimumhealthdoc.com/
    04.) http://massihortho.com/

    Additional Notes

    – They want to make sure that the website is easy to navigate and mobile-friendly.
    – They will provide their logo, office images, and biographies as soon as they are ready.


    Leave a Comment:




    360 Custom DQ 
    Design | 2017-09-06 | Jan S. | #85265 |

    Your Name: Julie & Dr. Derek Walrod
    Desired Domain(s): flatrockdentistry.com
    Do you have an existing Site? No
    Practice Name: Flatrock Family Dentistry
    Secondary Title (Dr. Name): Dr Derek Walrod D.D.S

    Practice Address

    Street Address: 1225 South Poplar Street
    Street Address Line 2: Suite 500
    City: North Platte
    State / Province: Nebraska
    Postal / Zip Code: 69101
    Country: United States
    Practice Telephone: (308) 534-8080
    E-mail for Patients: julie@flatrockdentistry.com
    Will you be the decision maker during this process? Yes

    Sections

    – Social Media Links
    – Featured Services
    – Contact Form
    – Membership Logos
    – Office Map
    – Doctor’s Bio
    – Office Summary

    Overall Feel

    – Nature / Green
    – Deep
    – Neutral
    – Monochromatic

    Image Types

    – Your Images (Upload or Email)
    – People
    – Trees/Green
    – Specialty (Medical, Dental…)

    Ethnicity

    – Caucasian
    – Hispanic
    – Asian
    – African American

    Age Group

    – Children
    – Teen
    – Adults
    – Elderly

    Demographic

    – Retired
    – Working Class
    – Business (ex: downtowns)
    – Upscale

    Specialty

    – General Dentistry

    Top 3-4 Services

    – Same day Crowns ; e4D
    – Cosmetic dentistry
    – Implants
    – Restorative
    – Invisalign

    Any Additional Comments/Requests?

    Our logo has been in forest green.


    Leave a Comment:




    Email: Social Intro 
    Design | 2017-09-06 | Jan S. | #85205 |

    Hello Dr. Walrod & Julie,

    We’d 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:




    Create Temp Site closed
    Task: Website | 2017-09-06 | Jan S. | #85148 |

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


    2017-09-07 | jan.s
    Recorded FTP credentials on CP.
    2017-09-06 | jan.s
    The custom rogue tempsite for Flat Rock Family Dentistry was created, unable to create Google Analytics account due to unknown domain, Jetpack & SiteStats were activated, Jotforms were added, imported default General Dentistry content via ContentCopier, and submitted an FTP ticket to Pagely support, closing task.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-09-06 | Jan S. | #85147 |

    Hello Dr. Walrod & Julie,

    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 was informed that you requested a scheduled call for 11:30 AM PDT (9:30 AM PST) but unfortunately, I am unavailable at this time. However, I am available tomorrow during the following time slots:

    Thursday, 09/07
    01.) 12:30 PM – 2:30 PM PDT (10:30 AM – 12:30 PM PST)
    02.) 4:30 PM – 6:30 PM PDT (2:30 PM – 4:30 PM PST)

    Just let me know so that I can mark my calendar.

    I look forward to working on this design with you.

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    Design Inter. – Thursday 9/7 @ 11:30 am PDT closed
    Task: Other | 2017-09-06 | Danny | #85127 |

    DESIGN INTERVIEW SCHEDULED for tomorrow Thu @ 11:30 am PDT. Will fill out questionnaire tonight with her husband

    please call Julie’s cell: 308-530-8752


    2017-09-06 | jan.s
    Request was recorded on CP and Google Calendar.
    2017-09-06 | jan.s
    Called and spoke with Julie. Confirmed scheduled call for 1:00 PM PDT (11:00 AM PST) for Thursday, 09/07, closing task.
    2017-09-06 | jan.s
    Design Intro email was sent. Unavailable at the specific time slot due to another call. Provided different time slot options for Dr. Walrod and Julie, currently waiting for a response.

    Leave a Comment:




    Website Design (New Design Project) closed
    Task: New Project | 2017-09-06 | Danny | #85125 |

    – Julie (Dr’s wife) and Dr. Walrod
    – no site yet but does have a domain registered
    – dr’s been in business for quite some time now but never had a site
    – has a domain registered but not sure, will check with her husband and let you know in questionnaire or time of interview.
    – will provide photos later on when they have it taken, wants to have it on the site.

    DESIGN INTERVIEW SCHEDULED for tomorrow Thu @ 11:30 am PDT. Will fill out questionnaire tonight with her husband

    nothing out of the norm for this project. straight forward.


    2017-09-20 | jan.s
    Design Draft #1 was submitted.
    2017-09-07 | jan.s
    Completed interview with Julie and recorded notes on CP, closing task.
    2017-09-06 | jan.s
    360 Custom DQ was received and recorded on CP.
    2017-09-06 | jan.s
    Social Intro email was sent.
    2017-09-06 | jan.s
    Request was recorded on CP and Google Calendar.
    2017-09-06 | jan.s
    Called and spoke with Julie. Confirmed scheduled call for 1:00 PM PDT (11:00 AM PST) for Thursday, 09/07.
    2017-09-06 | jan.s
    Unavailable at the specific time slot due to another call. Provided different time slot options for Dr. Walrod and Julie, currently waiting for a response.
    2017-09-06 | jan.s
    Design Intro sent.

    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-09-06 | Danny | #85123 |

    Website: $4,000 + $79/m


    2017-09-06 | chandra.t
    Set to charge 9/7/17.

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-09-06 | Danny | #84984 |

    Called, Julie picked up at the office. She said Dr. Walrod was her husband, with a patient but he did tell her that someone would be calling regarding the website so she was expecting my call.

    She didn’t look at our site yet. Gave her overview of what we do vs others to look out for when shopping around for QPS which is very competitive. Told her about our design process and how streamlined it is.

    Has a logo already and not a big fan of social cause she wants to control what people post on there to avoid negative exposure. Told her that approach is our approach as well too which is more about engagement and that we will help guide them on what to post to connect with their followers vs others how they charge to do auto and excessive posts. She agreed. Was interested in doing Gold and add Social which I had included for her. Sent her contract and examples so she can review with her husband. Could be hot/cold. OVerall went great cause she was askign questions. f/u in a few days.


    2017-09-06 | danny.n
    called her back, scheduled her for tomorrow at 11:30am PDT. She has contract filled out already and will fax back to me after she gets back from lunch. Had question about the payment when it is charged which i confirmed 1st installment to start and 2nd in 30 days along with monthly.
    2017-09-06 | danny.n
    julie called, lm for me stating she got consent for her husband and ready to move fwd.
    2017-09-06 | danny.n
    "Received your email. Thanks. Derek Walrod DDS iPhone 6"
    2017-09-06 | danny.n
    sk: 9:30am

    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: 2017-09-06
    Questionnaire: 2017-09-06
    Site Download/Site Sucker:
    Temporary Site:
    Concept: 2017-09-20
    Approved: 2017-09-23
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download: 2017-09-29
    Image Optim: 2017-09-29
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online: 2017-12-06
    Analytics Setup: 2017-09-29
    Analytics Report or Jetpack Setup: 2017-09-06
    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: 2017-09-23
    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
    2017-09-06
    2017-09-07
    Mobile
    Fluid Responsive
    2017-09-06

    Videos


    Marketing


    Reputation


    Facebook
    2017-09-06

    Google Plus
    2017-09-06

    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2017-09-06 | 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. Guaranteed Competitive. Month to month contract.

    Social Media

    Regular Price: $399

    Initial: 0 Payments of $0*
    Monthly: $0

    Social Media Custom

    Facebook, Google Plus & Twitter

    * included with Gold Package.

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-09-06 | danny.n
    called her back, scheduled her for tomorrow at 11:30am PDT. She has contract filled out already and will fax back to me after she gets back from lunch. Had question about the payment when it is charged which i confirmed 1st installment to start and 2nd in 30 days along with monthly.
    2017-09-06 | danny.n
    julie called, lm for me stating she got consent for her husband and ready to move fwd.
    2017-09-06 | danny.n
    "Received your email. Thanks. Derek Walrod DDS iPhone 6"
    2017-09-06 | danny.n
    sk: 9:30am