Jasper Dentistry

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    Draft Submitted 
    Notes | 2018-02-08 | charles.b | #117841 |

    Hello Chelsea,

    Please find attached an updated draft implementing the edits requested in the previous email.

    Let me know yours and the Doctors thoughts on any additional changes you would like to see!


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    Draft Submitted 
    Notes | 2018-02-02 | charles.b | #117442 |

    Hello Chelsea and team,

    Please find attached an updated draft which includes the edits I had gone over with Chelsea as well as some from Dr. Jaspers feedback from the previous email. The updated draft includes a more simplified layout, more color and an update to the font being used.

    Please have a look and let me know your thoughts!


    2018-02-02 | charles.b
    I think we are on the right track now! I do have a couple of changes...
    1. As we discussed, we liked the blue background on the top - not white. Then the menu (where it has the tabs) would be white. 2. I think it is unnecessary to say "Cosmetic and Family Dentistry" under the doctor names because it already says it at the top and bottom.
    3. Not loving the button placement on the main picture. Could we move them closer to the top - like more above/at the level of his shoulder?
    I'll chat with the other doctors and see if we have any more feedback! Thanks!

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    Follow Up 
    Notes | 2018-01-31 | charles.b | #117272 |

    Spoke with Chelsea (She also spoke with Dr. Tremont regarding the edits – which he is in agreeance with)

    She had a prference for bn-II draft I had sent over

    – Would like to change body font to Poxima NOva
    – Remove Office and Videos sections
    – Put wording from blue box in office section in meet dr. section
    – add 2 floating buttons “Schedule an appointment” + “Patient forms”
    – condense testimonials and add office images as background image
    – add image of both doctors in drs section
    – move excerpt underneath hero – remove dark box
    – maybe move association logos
    – maybe remove social media icons in header


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    Original DNS + IP + MX 
    Notes | 2018-01-31 | charles.b | #117247 |

    Domain:jasperdentistry.com
    Registrar:GoDaddy.com, LLC
    Name Servers:
    ns63.domaincontrol.com
    ns64.domaincontrol.com

    198.71.232.3

    jasperdentistry-com.mail.protection.outlook.com – {No A Record} 60 min


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    301 Redirects 
    Notes | 2018-01-31 | charles.b | #117246 |

    http://www.jasperdentistry.com/
    http://www.jasperdentistry.com/contact-us.html
    http://www.jasperdentistry.com/home-care-instructions2.html
    http://www.jasperdentistry.com/first-visit22.html
    http://www.jasperdentistry.com/home22222.html
    http://www.jasperdentistry.com/our-goals—promises222.html
    http://www.jasperdentistry.com/our-technology.html
    http://www.jasperdentistry.com/office-tour22.html
    http://www.jasperdentistry.com/meet-our-doctors2.html
    http://www.jasperdentistry.com/meet-our-team.html
    http://www.jasperdentistry.com/testimonials22.html
    http://www.jasperdentistry.com/exciting-news.html
    http://www.jasperdentistry.com/emergency-info22.html
    http://www.jasperdentistry.com/general-treatment22.html
    http://www.jasperdentistry.com/cosmetic-dentistry.html
    http://www.jasperdentistry.com/teeth-whitening-fort-mill-sc.html
    http://www.jasperdentistry.com/crowns-and-bridges-fort-mill-sc.html
    http://www.jasperdentistry.com/veneers.html
    http://www.jasperdentistry.com/dental-implants-fort-mill-sc.html


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    Spoke with Dan 
    Notes | 2018-01-23 | charles.b | #116769 |

    Communicated with Dan what constitutes a design charge for adjustments after development.

    He had mentioned that it was important for the doctors to have a Blog tab – I may even suggest a blogging section to feature their most recent blog posts.

    Dan will communicate everything that I had told him with the doctors – mainly doctor Tremont

    Dan had requested that if there was anything regarding creative to suggest from my end to do so, as docotors would appreciate any feedback.


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    Follow Up 
    Notes | 2018-01-22 | charles.b | #116655 |

    From 1/19:
    Hey Charles,
    I think the general layout of the website is great! I think we will have to change some of the pictures, but that can happen once the professional photos are taken. I also liked Chelsea’s idea of making some of the top photos more personalized as opposed to all stock photos. Nice work so far.

    AJ Tremont

    _____
    Hello Dr. Tremont and Team,

    Thank you for your feedback!
    Confirmed regarding the photos. Once available, I will replace the stock imagery with these for the designated areas.

    If we are happy with the overall structure and colors being used, we can move onto the development stage if you’d like? (Just a reminder, once the design is approved by you and developed, any changes to the homepage structure and/or colors being used in the design thereafter, may incur a charge – dependent on the complexity of the edit request – Updates to Images and text are no problem and can be changed at any time)

    In this stage, we will input functionality within your website as well as content for the inner pages. Once completed, I will provide you a link to your temporary domain where you’ll be able to navigate through/ review the different pages of your website and make further changes to content and imagery if need be.

    Thank you,
    Charles


    Leave a Comment:




    Follow Up 
    Notes | 2018-01-22 | charles.b | #116654 |

    From 1/19:
    Hey Charles,
    I think the general layout of the website is great! I think we will have to change some of the pictures, but that can happen once the professional photos are taken. I also liked Chelsea’s idea of making some of the top photos more personalized as opposed to all stock photos. Nice work so far.

    AJ Tremont

    _____
    Hello Dr. Tremont and Team,

    Thank you for your feedback!
    Confirmed regarding the photos. Once available, I will replace the stock imagery with these for the designated areas.

    If we are happy with the overall structure and colors being used, we can move onto the development stage if you’d like? (Just a reminder, once the design is approved by you and developed, any changes to the homepage structure and/or colors being used in the design thereafter, may incur a charge – dependent on the complexity of the edit request – Updates to Images and text are no problem and can be changed at any time)

    In this stage, we will input functionality within your website as well as content for the inner pages. Once completed, I will provide you a link to your temporary domain where you’ll be able to navigate through/ review the different pages of your website and make further changes to content and imagery if need be.

    Thank you,
    Charles


    Leave a Comment:




    Draft Submitted + Follow Up 
    Notes | 2018-01-18 | charles.b | #116378 |

    Hello Dr. Jasper and Team,

    Please find the updated draft attached.

    I’ve updated the tagline as well as the image for the dental bridges. (We can definitely change any photos throughout the site at any time – even after the design has been developed)

    Regarding the staff image – Did you have an original file for this (I had pulled the image from your current site and added space to the top of the image to fit it into its current dimensions)?

    Were there any other changes you had in mind Chelsea and Dr. Tremont?

    Please let me know your thoughts!


    2018-01-19 | charles.b
    Hey Charles,
    I think the general layout of the website is great! I think we will have to change some of the pictures, but that can happen once the professional photos are taken. I also liked Chelsea’s idea of making some of the top photos more personalized as opposed to all stock photos. Nice work so far.
    AJ Tremont

    Leave a Comment:




    Follow Up 
    Notes | 2018-01-15 | charles.b | #115462 |

    ​Charles,

    That Blue logo looks much better. Our “tag line” under the family photo should read “Your smile says alot about you. Makes yours beautiful at Jasper Dentistry”.

    That photo of the bridges looks scary to the lay person (I think). and the photo with the male doctor will have to be replaced with photos of Dr. Tremont working on a patient….

    The rest can wait for now…Chelsea and Dr. Tremont will go over the content changes they want…

    Thanks!


    Leave a Comment:




    Draft Submitted 
    Notes | 2018-01-12 | charles.b | #115355 |

    Hello Dr. Jasper and Team,

    Thank you for the update Dr. Jasper. I have made note of the additional images to be taken in a month.

    Regarding Item #8 I’ve updated the image to picture of you in blue scrubs and have noted that we may want to change this image to a group photo, where the button “Meet the Doctors” will open to a page including your individual photos and biographies.

    Please find attached an updated draft which includes all of the above-mentioned edit requests.

    Please let me know your thoughts and feedback! I hope you have a good weekend!


    Leave a Comment:




    Follow Up from Dr. Jasper 
    Notes | 2018-01-11 | charles.b | #114903 |

    The staff photo on the front page shows 12 staff members -9 of them are no longer working here! There is a current photo that we must use.

    The large photo of the lady and man – that lady has crooked teeth and they are not even white!!!

    I don’t think our logo looks good! Too white, too small and not the current one!

    ____
    Also, the picture of me, Dr. Jasper, is not centered and the “Dr. Michele M. Jasper, DDS” is redundant. You don’t put “Dr. ” and “DDS” in the name. It’s one or the other – not both!!!

    ____
    We also don’t offer a $99 cleaning nor any special of that nature – nor will we EVER!


    2018-01-11 | charles.b
    Response:
    Hello Dr. Jasper and Team,
    Thank you for your feedback Dr. Jasper. I apologize for some of the images, text and logo being used. Ill input the updated ones you had provided. Also sorry Chelsea, but when sending out the initial email for the design draft, our system allows me to include only 2 email addresses. But I will be sure to send drafts directly and CC everyone included regarding all future correspondence. I have included the link to the initial design draft that was sent, below:
    https://360controlpanel.com/wp-content/uploads/2018/01/jasperdentistry-draft.jpg
    I will work on implementing all of the items in your feedback and have an updated draft for your review by end of day tomorrow. Aside from these edits, were there any other changes you would like to see to the current Structure/Layout being used for the design?
    Regarding item 7, do you have an eps file of the logo (this is vector based and will show up much smoother when input)?

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    Draft Submitted 
    Concepts | 2018-01-10 | charles.b | #114800 |

    Hello Chelsea and Dan,
    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. I was planning on having a slider of several images for the main picture as well as incorporating an image/text slider for the Doctor section below the Featured Services (so that we can showcase both doctors). 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.

    Thank you,
    Charles


    Leave a Comment:




    Follow Up 
    Notes | 2018-01-09 | charles.b | #114574 |

    Hello Chelsea,

    Sorry for the delay! I am making some final tweaks to the design draft which I send to and the Doctors early tomorrow.


    Leave a Comment:




    Chelsea provided office, dr. and logo files 
    Notes | 2018-01-03 | charles.b | #113424 |

    Hello Chelsea,

    Thank you for the images and logo file!

    I will be sure to pull any other images from the site should I choose to utilize them!

    I’ve noted that your images may change in the future.


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    New Design review
    Task: Website | 2017-12-28 | charles.b | #112743 |

    Current Site:
    http://www.jasperdentistry.com/home22222.html

    Examples:
    Reference this site for structure, feel and layout
    http://angelicavandyke.360sites.net/

    Category:
    Dentistry

    Layout:
    sectional

    Sections / Features:
    Social Media Links
    Featured Services
    Promotions
    Testimonials
    Video
    Contact Form
    Membership Logos
    Office Map
    Doctor’s Bio
    Office Summary

    Featured Services:
    Modern
    Simple and Clean
    White & Bright
    Visual
    Easy to navigate

    Overall Feel:
    Modern
    Simple and Clean
    White & Bright

    Colors:
    Light Background (dark text)

    Black
    White
    Aqua Blue
    Gold color that matches the blue (use as a complementary color)

    Color value between bright and neutral

    Images:
    People
    Trees/Green
    Ocean/water
    Specialty (Medical, Dental.


    2018-01-05 | charles.b
    Design is on the right track.
    1. Space featured service images similar to referenced site in notes or similar to elements under Dr. Michele Jasper Section
    2. Remove floral decorative motif (next to doctor image and request an appointment) add something else or some sort of subtle background to separate the featured services section and meet the doctor section.
    3. Change the value of the yellow being used, it doesn't go well with the aqua blue 4. Add address in header and stack social media icons and phone number similar to referenced site provided in notes

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    Migrate content from old site closed
    Task: Website | 2017-12-28 | charles.b | #112740 |

    Add necessary posts, pages, categories to migrate content from clients current site – please dont forget to migrate images and forms.


    2018-01-08 | catherine.c
    2. http://www.jasperdentistry.com/general-treatment22.html
    http://michellejasper.360sites.net/general-treatment/
    - missing photo
    3. Create Dental Health page - add this content
    http://www.jasperdentistry.com/dental-health222.html
    Add page under Patient Care - first submenu item
    4. http://michellejasper.360sites.net/contact-us/
    Add social icons & testimonials link in the middle section - use these
    https://www.dropbox.com/s/j2e3ni9rhxr7b95/facebook-review.png?dl=0
    https://www.dropbox.com/s/z3tbkhim724qa1e/google-review.jpeg?dl=0
    Find similar reviews icon for yelp
    Use same icon for testimonials
    2018-01-08 | catherine.c
    http://michellejasper.360sites.net/meet-our-doctors/
    for this page, please create 2 rows in Divi so that Dr. Tremont's photo lines up with his bio. You will need to duplicate the green section.
    2018-01-04 | catherine.c
    reassigning to Deepak.

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    Initial Converation 
    Notes | 2017-12-28 | charles.b | #112561 |

    Spoke with Chelsea (daughter of Dr. AJ Tremont) and Dr. Tremont – Dr. Jasper walked in towards the end but had no input

    – They both sent in DQ’s but agreed that chelseas examples were more accurate as to what they had wanted – THEY REALLY LIKED http://angelicavandyke.360sites.net/ “If you could swap out our photos and info into this design we would be happy” – Will blend her 2 site examples: http://angelicavandyke.360sites.net/ and http://lagunahillsdentists.com/

    COLORS
    – Theyre open to using different shades of blue as well as different color tones, theyre not fixated on royal blue or the luminosity – will go with an aqua blue and an value spectrum between bright and neutral

    LAYOUT
    – They DO want a sectional layout as Chelsea had mentioned that she likes an obvious transition between sections

    OVERALL FEEL
    Overall they want something simple and clean, easy to navigate, consolidated text, visual, modern

    AREA
    Their area is a suburban feel – include images of lightly populated areas

    AGE RANGE
    General range – moreso adults and elderly but see families as well – majority of imagery will be adults and elderly with sparse images of families/extended families

    ADDITIONAL NOTES:
    – Doctor will be sending me images to incorporate – I let them know that they can find images on shutterstock and provide me with the stock ID’s or links for me to acquire – Theyd prefer not to use stock imagery but are aware that the high quality stock images are what make the design work, and confirmed that they dont have high res images to provide.


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    Scheduled Call at 12:30 PST 
    Notes | 2017-12-28 | charles.b | #112441 |

    Hey Charles,
    What time were you thinking on Thursday? After work (330 eastern time) should probably work for me. The only hold up would be were having a going away party for one of the assistants after work. I can see on the timing of that tomorrow and am flexible with whatever works for everyone else.

    _______

    Hello Dr. Tremont,

    Yes, that time works for me (3:30 EST – 12:30 PST). I am flexible as well, so if there are any changes, just let me know!


    Leave a Comment:




    Design Questionnaire 
    Notes | 2017-12-26 | charles.b | #111970 |

    Dr. and I believe his wife both sent a questionnaire – consolidate their responses – be sure to communicate with them any contrasting info during phone call


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    Follow Up 
    Notes | 2017-12-22 | charles.b | #111917 |

    Hello Dan, Dr. Chelsea and Dr. Tremont,

    I just wanted to follow up and see if you had time to fill out the design questionnaire and whether you had liked any of the website examples I had provided for your consideration, or if you had other design preferences regarding the site?

    Was there a preferred day we can talk over the phone regarding design preferences for your new site?

    Thank you,
    Charles


    2017-12-26 | charles.b
    Response 12/26:
    Hello Dr. Jasper and Dr. Tremont,
    Thank you for filling out the questionnaire, I received both! Thursday would work best for me to discuss elements of the new site, if that works for you as well?
    Thank you,
    Charles
    2017-12-26 | charles.b
    Response from Dr.'s:

    Hey Charles,
    I will get that finished today, I just didn’t have computer access up in northern Michigan and could only view mobile sites. Maybe talk some time mid week after the holiday depending on what works for everyone else? Merry Christmas all!
    AJ Tremont

    I filled it out last night and put in my opinions! I agree with Dr. Tremont that the week after Christmas should work! I believe we are in the office Wednesday and Thursday. Let us correspond about our schedules and let you know when works!

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    Create Temp Site closed
    Task: Website | 2017-12-19 | charles.b | #110862 |

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


    2017-12-28 | charles.b
    created

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    Email: Design Introduction 
    Design | 2017-12-19 | charles.b | #110861 |

    Hello Dr. Michelle M Jasper and Dan,

    Welcome to Optimized360!

    My name is Charles B. 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??Designer=charles.b@optimized360.com&cpId=103926

    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.

    I look forward to working on this design with you.

    Charles B.
    charles.b@optimized360.com


    2017-12-19 | charles.b
    Hello Dr. Chelsea and Dr. Tremont,
    Pleased to meet you! In addition to the Design Questionnaire forwarded from Dan:
    https://form.jotform.us/61947943668171??Designer=charles.b@optimized360.com&cpId=103926

    I also wanted to include some website examples for your consideration that I thought would be interesting to maybe implement for the website we're working together to build. I know they aren't related to Dentistry, but we could still utilize these sites for design inspiration to make your website stand out from your competition even more! Again these are just some suggestions and if you had other ideas in mind, I am more than happy to help bring what you had envisioned to life!
    1. https://henninglarsen.com/
    2. http://www.shs.at/#1
    3. https://201d.jp/en/
    4. https://abeldesigngroup.com/
    5. https://www.digitalasset.com/

    Again these are just some suggestions and if you had other ideas in mind, I am more than happy to help bring what you had envisioned to life!

    Leave a Comment:




    Website Design (New Design Project) closed
    Task: Website | 2017-12-18 | Chandra | #110572 |

    Select Package + Blog Setup

    – Custom website
    – Ownership/Exclusivity
    – SSL
    – Blog


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    Website Design (New Order) closed
    Task: Accounting | 2017-12-18 | Chandra | #110570 |

    Select Package: $3900** + 99/m

    ** + Blog Setup

    Client provided CC via email (MasterCard ending in 9308).

    Jasper website payment form


    2017-12-18 | chandra.t
    Charged and sent invoice.

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    Additional Question & Quote for SSL/Form 
    Leads | 2017-11-14 | Danny | #104716 |

    Spoke to Dan, He is pushing dr to go with us vs PBHS. He had questions about additional costs in the future so his client is not surprised. Told him Design change, features outside of the website that was quoted, logo design, and 360 Shield at the time.

    I had reminded him again the importance of this which he will talk to dr and pursuade her to.

    Current promo pricing is $999 + $99/m valid until 12/31 as listed. Reg: $1,499 + $149/m.

    Will quote him $999 + $99/m but only include the SSL and the HIPAA forms (no email or adapt). Making up cost for the $3,400 quoted. The $3,400 quoted is the removal of the Own/Exclusivity as noted in pricing sheet prior to expiration valid until Nov 17th.

    Sent him quote for this per his request.


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    Revised Estimate Based on New Price Policy 
    Estimates | 2017-10-31 | Danny | #100520 |

    Revising with new 10 day expiration date and removal of features (own/exc – deduct $600 based on current pricing sheet). Added “premium website” to list to fill out package proposal page column


    2017-11-13 | danny.n
    replied to him letting him know i will be available today and to let me know so we can speak.
    2017-11-13 | danny.n
    "Hi Danny, Going to meet with Dr Jasper now. Will you be available later today to talk on the phone? In the meantime, will you give me an idea of what costs extra with you? I know you are mostly all inclusive, and I don’t think I’ll have any additional cost requests, but I’m just trying to make sure I am clear. Thanks and I hope you had a great long weekend. Dan Ps what about accepting payments through the website? What dental education is available? Any included?"
    2017-11-13 | danny.n
    " Thanks for the response. Let’s do talk on Monday. What time do you come into the office? Although I don’t get the day off tomorrow, I still plan to honor our veterans, and I’m grateful for their service. Have a great weekend. Dan"
    2017-11-09 | danny.n
    "Hi Danny, My doctor was unable to meet this week so I have to wait till Monday to cover this material, but in the meantime, I have a couple of questions about what the development fee actually covers. They have been talking about things like a blog page, interactive patient forms, testimonials, reviews, and some other cool features seen on some other sites. The objective is to have a website that meets current technology standards, and I am certain they will find something as we are developing the page that they want. Also, how would you answer the question about maximizing their SEO with your site? I can be available to talk on the phone tomorrow if needed, but any info on the above topics plus anything else you have that would help me. We are very close to decision time, and I want it to be you! Thanks, Dan"
    2017-10-31 | danny.n
    see previous post comment

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    PBHS Package – Consideration 
    Leads | 2017-10-31 | Danny | #100516 |

    “Hey Danny,
    Here is what we are competing against. The only reason is that they found a site they liked and these guys had done it. I also don’t know which package they are recommending. I have asked but so far no reply. I’m in the camp of using you guys so please look this over and give me your feedback.
    Thanks,
    Dan
    ———-“


    2017-10-31 | danny.n
    sent dan a long reply with a new proposal to comply with new pricing policy. pointed out to dan the diff bt us and pbhs. showed him the G+ reviews that they have compared to us... 2 of their 13 are negative. Also pointed out how they are 'endorsed by ADA'. Did not specifically point out pbhs' name or ADA with how endorsement and payment work bt them specifically but an overview of how endorsement works which we can do the same but we are confident and our work along with our reputation speaks for itself.

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    Update from Dan 
    Leads | 2017-10-16 | Danny | #95917 |

    “Still trying to finalize things. I’ll keep you posted.
    Nothing more you can do except continue to send examples periodically.
    I think because her website was so antiquated and she designed it, she is having a hard time moving to today’s style. I like your work, but I’m having trouble getting her there. And this would be happening with any company.
    Talk soon.
    Dan

    Sent from my iPhone”


    2017-10-23 | danny.n
    sent Dan a f/u with more recently developed sites.
    2017-10-16 | danny.n
    told him i will continue to touch base every here and then. Pointed out to him so he can convey with the dr the importance of the website today and how we design it based on the patient's perspective to focus on maximizing visitor converion.

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    Dan Called Back 
    Leads | 2017-10-03 | Danny | #92745 |

    Dan called, back, extremely nice. He apologized for not picking up earlier cause he was on another line.

    He said he appreciate the f/u but dr is just really slow in general. He did show her the new examples i had sent him to show her based on her last feedback. He assured her with our design process that she will get the customization she s looking for. He pointed it out in my recent examples to show her how she will be getting ideas from different sites to show designer. He said deal is still alive and will finalize in teh coming weeks.

    He said he loved my f/u how we are not pushy or pressured which says a lot about our company. He also mentioned how he did his due deligence and saw other competitors but their own site doesn’t even load or look good which speaks volume. i told him, yea, it says a lot cause if they can’t market themselves let alone marketing their clients. I even told him it work sboth ways, there are companies who have flashy fancy websites to draw you in and impress you but they offer horrible support in the future. You need a balance of the 2 which we offer.

    I told him i’ll shoot him an email next week to check in.


    2017-10-12 | danny.n
    sent him a f/u.

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    Dr’s Response 
    Leads | 2017-09-26 | Danny | #90492 |

    “Hi Danny,
    The deal is still alive. She does have a couple of questions/thoughts. Several of the example sites were from Beverly Hills, etc. and were a bit glitzy for her. I told her that was what they wanted, and you created it. She will want more of a family dentist approach with a focus on the doctors, team, and office.

    Here is one that she liked by another developer. https://www.laytondentistrync.com/ She doesn’t necessarily want the video approach, and we definitely don’t want the doctor with his loupes etc. Too scary for many patients, but the family focus and warm feeling is her desire.

    Let me know your thoughts and call me if you feel necessary.

    Thanks,
    Dan”


    2017-10-03 | danny.n
    called. lm on Dan's cell.
    2017-09-28 | danny.n
    sk: 7am
    2017-09-27 | danny.n
    sk: 1:52pm
    2017-09-26 | danny.n
    told him his response is right. Showed him to show her some clients with more of a personalized approach. Assured him to assure her that our designs are custom from scratch so it will definitely be designed to portray her and her practice.

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    What Dan Sent To Dr. – Very Interested 
    Leads | 2017-09-13 | Danny | #87080 |

    “The doctor will be reviewing the information you sent me. I modified it a little so I am forwarding it to you so you can see what she is seeing. She did seem interested in your concept and business practice. I’ll keep you updated.
    Dan

    ———- Forwarded message ———-
    From: Dan Holland
    Date: Wed, Sep 13, 2017 at 9:30 AM
    Subject: Website re-design info
    To: Michele Jasper , Dan Holland

    Hi Dr. Jasper,

    I hope today is off to a good start for you. As always, I enjoyed my visit yesterday, and I feel like we are off to another good start.

    Here is the info I received from Optimized360 regarding website re-design/development, and hosting. Please take your time to look through the info. They have included information that is at different levels of development so you can see the process. If you see enough to be comfortable moving forward, I will get the information and documentation needed for us to get started. I will keep this process moving while your focus will be on your ideas for the site.

    Below is the note he sent me with the various links to sites at different points in the process. There is also much more info about what and how they provide and do things on their website under the Packages tab. We are looking at the Gold package with some slight customizations. Here is the link to get you to the General Dentist area to learn more about them and their offering. https://optimized360.com/dentist-websites/

    Let me know what questions or thoughts you may have. So far I have been impressed with them.

    Thank you for this opportunity to serve,

    Dan

    Dan,
    It was a great pleasure speaking to you and thank you for taking the time out to speak to me.
    Per our discussion, I’ve gone ahead and put together a custom proposal for you with the Affiliated Discounted Rate along with a 2 payments plan consisting of $2,000 to begin and $2,000 when it is ready to go live with a monthly support fee of $79.

    Here’s what sets our company apart from the rest:

    Guaranteed Competitive Rate. We will match and beat anyone’s proposal by at least 10%
    Designs Are Custom From Scratch. 100% custom designed to fit your needs and specifications. Non-Template
    Healthcare-Focused: We only work with Doctors
    Google’s Highest Rated Reviewed Web Company: click here
    Our Website Design Gallery: http://optimized360.com/portfolio

    Attached you’ll see a few of our new clients currently in the initial design phase (STAGE 1) where we sent them their draft concept following their design interview for their review. Our designs are LITERALLY CUSTOM from SCRATCH, (NON-TEMPLATE).

    Some that were recently developed but not live yet. These were developed after the 1-page draft concept was approved in Stage 1. This is Stage 2 when they are able to navigate around to get more ideas on personalization before they approve of going live.

    http://adamharkrider.360sites.net/

    http://bartonbruntjen.360sites.net/

    http://elvisfilo.360sites.net/

    http://thomasarnold.360sites.net/
    http://thomasschweitzer.360sites.net/

    I’ll be overlooking this entire project from day 1 so anytime you have any questions or concerns, you can reach me at my direct line in the future: 949-544-5225. Thank you and looking forward to working with you, Dan.”


    2017-09-25 | danny.n
    called.. lm. sent him a f/u.
    2017-09-18 | danny.n
    sk: 2:33pm (2 mins later)
    2017-09-18 | danny.n
    Sent Dan a quick f/u to see if there are any feedbacks from the Drs.
    2017-09-13 | danny.n
    sk: 8:30am
    2017-09-13 | danny.n
    told dan that the part he mentioned in the email "slight customization" in the Gold is not slight but full customization. Thanked him again for recommending Opt360

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-09-11 | Danny | #86455 |

    Called Dan back. Very very nice. He is like Mark Graff (old school consultant helping the Dr. – Suggest to rebrand cause site is very out-dated.

    Gave him overview of what we do vs others. Assured him of his inquiry that we can do everything for them streamlining it for him and his clients.

    VIDEOS, told him we work with 3rd party that specializes in it. He may be interested but dr has videos of patients that wants to add to the site which we can in the future. Same goes for Video Commercial (office tour). We don’t do it but can integrate for them.

    Gave him the affiliated discounted rate which I told him we usually offer only after a few referrals but did for him. Gave him 3 payment structure as well too. It is up to him how much he wants to charge his client which i told him it is usually $4,000 so he has a $500 cushion or more.

    Sent him contract and examples. Stated he didn’t get my original email, checked spam too. he emailed me which I received and also gave me another email to cc.

    Sent contract and all the bulleted points along with examples. Hot lead. Up to his client now, he is sold.


    2017-09-13 | danny.n
    showed him that it is similar to what they already have. Once submitted, they will receive it via an alert (email, fax, or text)
    2017-09-13 | danny.n
    "Danny, I also noticed that you have Appointment Alerts as part of the package. Will you share more info on this with me please? Thank you, Dan"
    2017-09-11 | danny.n
    gave him link to video module on our site. Told him it is $20/m which he can add anytime in the future and it is customizable based on the services they offer.
    2017-09-11 | danny.n
    "Hey Danny, Are you able to show me any of the dental education material and the cost to use that? Thanks, Dan "
    2017-09-11 | danny.n
    told him i'll touch base in a few days
    2017-09-11 | danny.n
    "Got it!! Thank you and I'll review it. I meet with the doctor tomorrow so more info soon. Dan"

    Leave a Comment:




    Missed Call 
    Leads | 2017-09-11 | Danny | #86429 |

    He called. LM for me on vm. Was on another line. Stated he’s looking forward to talking to me.


    Leave a Comment:




    Initial Contact 
    Leads | 2017-09-11 | Danny | #86224 |

    Called. LM on cell.


    2017-09-11 | danny.n
    sent intro email.

    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: 2017-12-19
    Questionnaire: 2017-12-26
    Site Download/Site Sucker: 2018-01-31
    Temporary Site:
    Concept: 2018-01-10
    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:
    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:
    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
    2017-12-18
    2017-12-18
    Mobile
    Fluid Responsive
    2017-12-18
    2017-12-18
    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog
    2017-12-18
    2017-12-18
    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security
    2017-12-18
    2017-12-18
    ADApt


    Others


    360 Plan



    Leads | 2017-11-14 | Danny | Additional Question & Quote for SSL/Form


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Estimates | 2017-10-31 | Danny | Revised Estimate Based on New Price Policy Sent

    Gold


    Initial: 3 Payments of $1,133
    Monthly: $79


    Premium Website

    Select from a Gallery & Customize

    Full Custom Design

    Designed from Scratch

    Mobile Responsive

    Matching Design | Auto Dial | Map

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x - Reseller's Discount. Includes all default features listed on far left. Month to month contract. Guaranteed Competitive Rate.

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-13 | danny.n
    replied to him letting him know i will be available today and to let me know so we can speak.
    2017-11-13 | danny.n
    "Hi Danny, Going to meet with Dr Jasper now. Will you be available later today to talk on the phone? In the meantime, will you give me an idea of what costs extra with you? I know you are mostly all inclusive, and I don’t think I’ll have any additional cost requests, but I’m just trying to make sure I am clear. Thanks and I hope you had a great long weekend. Dan Ps what about accepting payments through the website? What dental education is available? Any included?"
    2017-11-13 | danny.n
    " Thanks for the response. Let’s do talk on Monday. What time do you come into the office? Although I don’t get the day off tomorrow, I still plan to honor our veterans, and I’m grateful for their service. Have a great weekend. Dan"
    2017-11-09 | danny.n
    "Hi Danny, My doctor was unable to meet this week so I have to wait till Monday to cover this material, but in the meantime, I have a couple of questions about what the development fee actually covers. They have been talking about things like a blog page, interactive patient forms, testimonials, reviews, and some other cool features seen on some other sites. The objective is to have a website that meets current technology standards, and I am certain they will find something as we are developing the page that they want. Also, how would you answer the question about maximizing their SEO with your site? I can be available to talk on the phone tomorrow if needed, but any info on the above topics plus anything else you have that would help me. We are very close to decision time, and I want it to be you! Thanks, Dan"
    2017-10-31 | danny.n
    see previous post comment
    Leads | 2017-10-31 | Danny | PBHS Package – Consideration


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-31 | danny.n
    sent dan a long reply with a new proposal to comply with new pricing policy. pointed out to dan the diff bt us and pbhs. showed him the G+ reviews that they have compared to us... 2 of their 13 are negative. Also pointed out how they are 'endorsed by ADA'. Did not specifically point out pbhs' name or ADA with how endorsement and payment work bt them specifically but an overview of how endorsement works which we can do the same but we are confident and our work along with our reputation speaks for itself.
    Leads | 2017-10-16 | Danny | Update from Dan


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-23 | danny.n
    sent Dan a f/u with more recently developed sites.
    2017-10-16 | danny.n
    told him i will continue to touch base every here and then. Pointed out to him so he can convey with the dr the importance of the website today and how we design it based on the patient's perspective to focus on maximizing visitor converion.
    Leads | 2017-10-03 | Danny | Dan Called Back


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-12 | danny.n
    sent him a f/u.
    Leads | 2017-09-26 | Danny | Dr’s Response


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-03 | danny.n
    called. lm on Dan's cell.
    2017-09-28 | danny.n
    sk: 7am
    2017-09-27 | danny.n
    sk: 1:52pm
    2017-09-26 | danny.n
    told him his response is right. Showed him to show her some clients with more of a personalized approach. Assured him to assure her that our designs are custom from scratch so it will definitely be designed to portray her and her practice.
    Leads | 2017-09-13 | Danny | What Dan Sent To Dr. – Very Interested


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-09-25 | danny.n
    called.. lm. sent him a f/u.
    2017-09-18 | danny.n
    sk: 2:33pm (2 mins later)
    2017-09-18 | danny.n
    Sent Dan a quick f/u to see if there are any feedbacks from the Drs.
    2017-09-13 | danny.n
    sk: 8:30am
    2017-09-13 | danny.n
    told dan that the part he mentioned in the email "slight customization" in the Gold is not slight but full customization. Thanked him again for recommending Opt360
    Estimates | 2017-09-11 | Danny | Phone Conference Expired

    Gold


    Initial: 3* Payments of $1,133*
    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 * 3 installments and reseller discount. - Includes all default features listed on left. Guaranteed competitive. Month to month

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-09-13 | danny.n
    showed him that it is similar to what they already have. Once submitted, they will receive it via an alert (email, fax, or text)
    2017-09-13 | danny.n
    "Danny, I also noticed that you have Appointment Alerts as part of the package. Will you share more info on this with me please? Thank you, Dan"
    2017-09-11 | danny.n
    gave him link to video module on our site. Told him it is $20/m which he can add anytime in the future and it is customizable based on the services they offer.
    2017-09-11 | danny.n
    "Hey Danny, Are you able to show me any of the dental education material and the cost to use that? Thanks, Dan "
    2017-09-11 | danny.n
    told him i'll touch base in a few days
    2017-09-11 | danny.n
    "Got it!! Thank you and I'll review it. I meet with the doctor tomorrow so more info soon. Dan"
    Leads | 2017-09-11 | Danny | Missed Call


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-09-11 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-09-11 | danny.n
    sent intro email.