Wisconsin Endodontic Group

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    Profile ID: 103970




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    Update featured services functionality closed
    Task: Website | 2018-03-08 | charles.b | #118572 |

    Update effects for featured services so that the current hover effect is the default display (there should be no movement, just the current appearance of the hover effect over images)

    ** The featured services should look like the result of the hover effect.


    2018-03-23 |
    edits confirmed - closin task

    Leave a Comment:




    Remove people from background closed
    Task: Website | 2018-02-28 | charles.b | #118477 |

    Remove people from background and place them on the same brick background that you had from the other PSD.

    Provide me with updated files when done.


    2018-03-01 | charles.b
    closing task

    Leave a Comment:




    Replace images closed
    Task: Website | 2018-02-28 | charles.b | #118436 |
    1. Hello Rythmn, In the Meet the Doctors section, the image is currently there but I m not sure our other developer had input it correctly as the image is reverting to the old image that was there when the screen size is shrunken to a smaller size.

    Please fix this. Please use this updated attache image as I have adjusted the size of the bricks

    2. Replace hero image with attached

    3. Add 50 year anniversary logo somewhere in hero area (you can adjust the size if you need to) have it slide in over the hero (this element will be removed sometime later in the year)

     

     

    Please add this new attached image to replace the current one on the Meet the Doctors section


    2018-03-01 | charles.b
    Hello Rythm, please add this new image to replace the current one in the Meet the Doctors section

    Leave a Comment:




    Add images closed
    Task: Website | 2018-02-16 | charles.b | #118137 |

    Make the background to attached images a darker grey

    Then replace images on Meet the Doctors page with these updated images

    Dr. Thomas Goddard – #32

    Dr. Raison Bose – #28

    Dr. Elizabeth Chybowski – # 25

    For # 36 – Please crop out of background so it fits and looks similar to the group picture on the home page in the “Meet the Doctors” section

    Please provide me with PSD’s when finished

     

    Also please add attached office images into Office page as a slider


    2018-02-28 | charles.b
    edits confirmed closing task
    2018-02-27 | developerdeepak
    #36 PSD file sent in email.
    2018-02-19 | developerdeepak
    All points are done except #36 image. For complete #36 i need background image.

    Leave a Comment:




    Scheduled call: 11:00am – Friday, February 16, 2018 
    Notes | 2018-02-08 | charles.b | #117789 |

    Leave a Comment:




    Follow Up 
    Notes | 2018-01-24 | charles.b | #116805 |

    Spoke with Craig,

    He let me know that professional pictures are being taken on Feb 1st. and he set a deadline to have this project done by the 15th of Feb

    Would like similar image that this site is using for header image:

    Home


    Leave a Comment:




    Follow Up 
    Notes | 2018-01-24 | charles.b | #116804 |

    Spoke with Craig,

    He let me know that professional pictures are being taken on Feb 1st. and he set a deadline to have this project done by the 15th of Feb

    – He likes how the group picture is cropped and placed on a brick background – let him know that this would be done with the update photos that he provides as well

    – We had also discussed including phone numbers under each location map on homepage or some text addage that an appointment can be scheduled for any location through any number.

    – Contact forms should be for inquiries and intaking contact information – don’t want patients trying to schedule appointments through them – he had mentioned something about the verbiage of the buttons “schedule an appointment” and how he thought it should be changed to “contact us” – I let him know that I thought schedule an appointment was more appropriate as the page it leads to includes all of the contact information needed to schedule an appointment.

    Would like similar image that this site is using for header image:

    Home

    _____

    Hello Craig,

    Thank you for the information during our phone call yesterday.
    Here are some images for your consideration that I thought would work to replace the current header image.
    Please let me know your preference.

    Leave a Comment:




    Monthly Fee Inquiry 
    Accounting | 2018-01-23 | Chandra | #116768 |

    Craig called, a bit upset the monthly fees started as the website is “1/4” done. I explained our pricing policy. He kept going back to “conversations” he had had with Danny regarding us knowing he was going to self-host and therefore would not be charged the fees. Stated he had emails backing his argument. I requested these emails and he insisted it would be time-consuming to retrieve and that I should have Danny recall their conversations. He also stated the credit card was changed and we wouldn’t be able to continue charging regardless.

    Belinda approved to waive one month $99 (February), recurring resumes 3/13/18. I emailed him confirmation of this and his contract.


    Leave a Comment:




    Doctors on Vacation until Mid-Late January 
    Notes | 2018-01-11 | charles.b | #114939 |

    Following up Mid and late January


    Leave a Comment:




    Follow Up 
    Notes | 2018-01-04 | charles.b | #113697 |

    Hello Craig,

    I wanted to follow up and see if you and the doctors had had a moment to look over the developed site? I hope my last email sent on 12/28 hadn’t gone to your spam folder. Please find below a copy of that email:

    Hello Craig and Dr. Goddard,
    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. I currently have minor tickets out to darken the body text throughout the website as I thought it was a little too light, as well as adding the location names over the location maps on the home page.

    Temporary URL: http://thomasgoddard.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


    2018-01-04 | charles.b
    Hello Craig,
    Thank you for the update. Ok please let me know if there is anything apparent that you would like me to update. I will follow up with you in a couple of weeks? But please feel free to contact me should the time frame that the Doctors are available should change.

    2018-01-04 | charles.b
    Response from Client:

    Charles,
    I have reviewed but we are still in the middle of the doctors vacations through mid to end of January.

    Leave a Comment:




    Create Directions Page closed
    Task: Website | 2017-12-28 | charles.b | #112725 |

    Create Directions Page by copying it from their old site:

    Office


    2018-01-04 | catherine.c
    Please see office.html in this folder: https://www.dropbox.com/sh/o9wlg5tnuj8yhre/AABemHWQXnkFWC1Twnx26d0ha?dl=0
    2018-01-03 | developershafiq
    Unable to get code and scripts from old website ,need login details of old website to copy this page.

    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2017-12-28 | charles.b | #112723 |

    Hello Craig and Dr. Goddard,

    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. I currently have minor tickets out to darken the body text throughout the website as I thought it was a little too light, as well as adding the location names over the location maps on the home page.

    Temporary URL: http://thomasgoddard.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

    Thank you!

    Charles B.
    charles.b@optimized360.com


    Leave a Comment:




    Review Edits/Notes 
    Notes | 2017-12-28 | charles.b | #112527 |

    – the page speed scores are better than what we had before 👍
    – home; hero; the beige BG and the box on top of it makes the design looks like there’s an error. maybe a slightly lighter shade would offset a bit?
    – top section overall looks like there’s a lot of color, and not much continuity.

    – original note says we need to make the 3 locations very visible.i only see three maps at the bottom of the page, but it doesn’t necessarily advertise multiple locations.
    – dropbox in cp is the wrong URL. project needs to be moved to websites and relabeled
    – has images been run through image optim or optimzilla?
    – home; hero; ‘schedule appt’ – going no where
    – footer; telephone bar – telephone has wrong formatting
    – the cinzel fonts look really thin when it’s small ?

    – contact page could be better formatted, maybe put the hours with the actual location and don’t really need the accordion
    – contact page; form needs locations dropdown
    – contact page; telephone formattin incorrect
    – contact page; rather than say ‘contact us’ maybe better to announce they have 3 locations
    – body font looks very light, maybe darken for older folks to read
    – ‘meet the doctors’ page; maybe say “Premier Endodontists in Wisconsin”
    – what is endodontics page – better to put video at the top since not many drs have videos
    – faq – h3/ or small heading is small/hard to read
    – services: they are an endodontic practice, why do we have dental???? — also anyone check on the right column links, cannot read.
    – navbar: buttons should open in new window.


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    Website edit closed
    Task: Website | 2017-12-27 | charles.b | #112419 |

    In services button – list of procedures showing up as light text – change to dark so they are more visible

     


    2018-01-04 | charles.b
    reverted services layout to old layout - closing task
    2018-01-04 | charles.b
    reverted services layout to old layout - closing task
    2017-12-28 | charles.b
    You cant make that text darker, its har to read light text on light background - I attached a screenshot in the ticket to clear any confusion.
    2017-12-27 | developerrhythm
    Visibility of dark text is lesser than light so to solve this, I have added a transparent background.

    Leave a Comment:




    Add 15-20 Testimonials closed
    Task: Website | 2017-12-27 | charles.b | #112417 |

    Use divi testimonials module to input reviews on testimonials page. Add reviews from this page:

    Testimonials


    Leave a Comment:




    301 Redirects 
    Notes | 2017-12-21 | charles.b | #111587 |

    Welcome


    http://www.wiendogroup.com/contentpage.aspx?pageid=2

    Testimonials


    http://www.wiendogroup.com/officeinfo
    http://www.wiendogroup.com/contentpage.aspx?pageid=3
    http://www.wiendogroup.com/contentpage.aspx?pageid=4

    FAQ


    http://www.wiendogroup.com/contact

    Office


    http://www.wiendogroup.com/contentpage.aspx?pageid=10


    Leave a Comment:




    Original DNS Records + IP 
    Notes | 2017-12-21 | charles.b | #111569 |

    Domain: wiendogroup.com
    Registrar: GODADDY.COM, LLC
    Name Server: PDNS07.DOMAINCONTROL.COM
    Name Server: PDNS08.DOMAINCONTROL.COM

    173.194.219.27


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    PSD to WP: Thomas Goddard closed
    Design Task: Development | 2017-12-21 | charles.b | #111567 |

    URL: thomasgoddard.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:

    • Link association logos
    https://www.aae.org/
    http://www.gmda.org/
    https://www.wda.org/overview
    http://www.ada.org/en/about-the-ada
    https://www.coolidgeclub.com/about/
    • Reference this site for Menu effects/functionality – http://www.reportshoes.com/ – you can have menu text go into the dark area (have text change to same color as logo) and have the patient login, admin, ref doctors and social media icons stationary while the menu items and logo stick.
    • Add some effects for the hero area – maybe text and image coming in form the sides
    • Make Testimonials area parallax
    • Add effects throughout the site

    Charles B.
    charles.b@optimized360.com


    2018-01-04 | charles.b
    Hello Rythm, you forgot to do item #4:
    4. add video from "what is endodontics" page in video section on home page - please do and I will close task.
    2017-12-28 | charles.b
    1. MOBILE; MENU - indent the sub-menus more so you can tell the difference
    2. MOBILE; FEAT. SERVICES - decrease size of each box so there is 2 per row
    3. Add a yelp icon and link to : https://www.yelp.com/biz/wisconsin-endodontic-group-oak-creek
    4. add video from "what is endodontics" page in video section on home page
    2017-12-28 | charles.b
    Update footer menu: Change About to "Meet the Doctors", Change "Patient Information" to "Patient Education" please be sure to link these
    2017-12-28 | charles.b
    1. Have navigation bar menus open in new windows (do this for all sites you develop please)

    2. Darken body text throughout site it is too thin and hard to read, especially when viewed on a small screen or for older people
    2017-12-28 | charles.b
    Match font in paragraph text in "Our Offices" and "Meet the Doctors" sections to the font being used in testimonials (font in those two sections is too thin and hard to read)


    2017-12-28 | charles.b
    Add a white background box similar to association logos area above the Maps near the bottom of the page and in this white area put "Our Locations" - Put wording over each map (from left to right) 1. Mequon 2. Oak Creek 3. Wauwatosa
    2017-12-27 | developerrhythm
    My apologies, I'm working on this. Will upload this as soon as possible. Thanks
    2017-12-26 | charles.b
    Hello Rythmn,
    Did you not receive this? - Please develop this design ASAP

    Leave a Comment:




    Email: Design Approval 
    Design | 2017-12-21 | charles.b | #111566 |

    Hello Dr. Goddard and Craig,

    Your design has been approved!

    Approved concept URL:
    https://360controlpanel.com/wp-content/uploads/2017/12/ThomasGoddard-updated-B.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,
    Charles


    Leave a Comment:




    Confirmation to Develop 
    Notes | 2017-12-20 | charles.b | #111306 |

    Charles,
    I agree “B” is better use of the brick motif. Let’s go that route.
    _____
    Hello Craig,

    Would you like me to proceed with developing this design (version B)?
    _____
    yes


    Leave a Comment:




    Confirmation to Develope 
    Notes | 2017-12-20 | charles.b | #111304 |

    Charles,
    I agree “B” is better use of the brick motif. Let’s go that route.
    _____
    Hello Craig,

    Would you like me to proceed with developing this design (version B)?
    _____
    yes


    Leave a Comment:




    Drafts Submitted 
    Notes | 2017-12-19 | charles.b | #111135 |

    Hello Craig,

    Attached are 2 more drafts that I have input bricks as backgrounds within some areas (applying it to all cream areas made the motif overwhelming in my opinion), for yours and the doctor’s consideration. Please let me know if you had liked either of these or preferred the previous design, and whether we would like to move into the development stage and begin inputting/refining the content.


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    Follow Up with Craig 
    Notes | 2017-12-19 | charles.b | #111077 |

    LIkes the design but would like to see a brick texture in the cream areas – Will find images and send him another design draft for consideration

    – Google cream city Milwaukee for image references

    – Craig let me know that doctors won’t be getting updated images until end of January and let me know that they will definitely be updating the image in the meet the doctor’s section.

    – Gave him my opinion on including maps on homepage or office tour videos (let him know this would have to be done by 3rd party) He mentioned they werent sure about including videos regarding each office as theyre all different, some not as modern/current as the others – i let him know that it may cause confusion if only 1 or 2 office tour videos were provided on the home page – he agreed – will stick with maps

    – he menitioned the location of the pinpoints of google images arent accurate – pinpoint should be below the M on mequon location and should be at top left of building for oak creek location – i let him know that google doesnt get this particular in regards to the actual office location within the building – which is why they have the suite number included

    ***Let him know I will provide updated draft either today or early tomorrow


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    LM and sent Email 
    Notes | 2017-12-19 | charles.b | #111067 |

    Hello Craig,

    I left a voicemail on the office number but wanted to follow up with an email as well.
    If you’re still available to speak today, please give me a call at a time of your convenience. I will be in the office until 4:30 pm PST.

    Thank you,
    Charles


    Leave a Comment:




    Follow Up 
    Notes | 2017-12-19 | charles.b | #110874 |

    Hello Craig,

    I just wanted to touch base and see if you and the doctors had time to review the latest design draft and whether you had any further edit requests regarding the design?
    I’ve included a link to the latest draft below for your convenience:

    https://360controlpanel.com/wp-content/uploads/2017/12/ThomasGoddard-draft-II.jpg

    Thank you,


    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-12-12 | charles.b | #109934 |

    Hello Dr. Craig and Dr. Goddard,
    Please find attached an updated draft with color and design specifications we had discussed. 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.

    Thank you,
    Charles


    2017-12-13 | charles.b
    Charles, Thank you. We will review. Already I like it much better, I will be sharing with the other doctors tomorrow morning at our directors meeting.

    Leave a Comment:




    Design Updates for Sachit closed
    Task: Website | 2017-12-07 | charles.b | #109229 |

    1. Make Logo Icon monochromatic (Silver color) as it is in the attachment

    2. More color to the design using cream color and the green in the “M Bucks” attachment. Also, use Brick red as an accent color.

    3. Make design have a Modern + Rustic look

     

     


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    Follow Up with Craig 
    Notes | 2017-12-06 | charles.b | #108857 |

    Craig spoke with doctors. They’re Happy with the layout/framework – But they wanted to see more color. He talked about using the green and cream colors used in Milwaukee Bucks basketball team as there is historical significance behind these colors (color of bricks used, lots of forest green in and around the city).

    Craig also mentioned making their logo monochrome as opposed to color (silver or cream color) as they dont really use the color version of their logo.

    google cream city milwaukee – reference milwaukee bucks logo for color scheme

    ** Infuse more color into the site (Greens, Creams, Brick Red)
    ** Craig stressed the historical significance of Milwaukee and their practice being around for so long (since the 60’s) and would like to see a blend of modern and rustic look in the next draft.


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    Follow Up with Craig 
    Notes | 2017-12-06 | charles.b | #108856 |

    Craig spoke with doctors. They’re Happy with the layout/framework – But they wanted to see more color. He talked about using the green and cream colors used in Milwaukee Bucks basketball team as there is historical significance behind these colors (color of bricks used, lots of forest green in and around the city).

    Craig also mentioned making their logo monochrome as opposed to color (silver or cream color) as they dont really use the color version of their logo.

    google cream city milwaukee – reference milwaukee bucks logo for color scheme

    ** Infuse more color into the site (Greens, Creams, Brick Red)
    ** Craig stressed the historical significance of Milwaukee and their practice being around for so long (since the 60’s) and would like to see a blend of modern and rustic look in the next draft.


    Leave a Comment:




    Follow Up 
    Notes | 2017-12-04 | charles.b | #108358 |

    Charles,

    When can we schedule time to talk. Let me know what works for you.

    Thank you,

    ______
    Hello Craig,

    Sorry, I haven’t been available most of the day and most of tomorrow is booked as well – I can give you a call if something opens up. If not, Does Wednesday at 1:00 pm Central time (11:00 am PST) work for you?

    Thank you,
    Charles


    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-11-30 | charles.b | #107634 |

    Hello Craig and Dr. Goddard,
    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.

    Thank you,
    Charles


    Leave a Comment:




    Sachit Design Draft 
    Notes | 2017-11-27 | charles.b | #106751 |

    https://mail.google.com/mail/u/0/#inbox/15fea195441eaa7b


    Leave a Comment:




    New Design closed
    Task: Website | 2017-11-20 | charles.b | #105916 |

    Important:

    Include “Patient Login”, “Admin” “Referring Doctors” buttons somewhere in header
    Dont reference website colors – reference office images attached

    Current Site:

    Welcome

    Examples:

    Reference this sites navbar menu
    http://www.reportshoes.com/

    reference this site for layout:
    http://www.palmbay.com/

    Reference this example for layout as well
    https://360controlpanel.com/wp-content/uploads/2017/08/gagnon-melissa-3.2.jpg

    Category:

    Endodontics

    Layout:

    Full width
    Subtle sectional

    Sections / Features:

    Social Media Links
    Testimonials
    Video
    Contact Form
    Membership Logos
    Office Map
    Doctor’s Bio

    Overall Feel:

    Modern
    Simple/Easy to Navigate
    Inviting/Welcoming
    Refined/Professional

    Colors:

    Reference attached Office Images

    – Neutral Green
    – Beige
    – Black
    – Grey
    – White

    Images:

    People
    Close Up

    Incorporate one of these images
    Shutterstock:
    – Stock photo ID: 533901052
    – Stock photo ID: 80462446


    2017-12-19 | charles.b
    Thank you Sachit - Closing task

    Leave a Comment:




    Initial Conversation 
    Notes | 2017-11-15 | charles.b | #104983 |

    Craig mentioned that they liked all of the websites regarding endo in our gallery – purposefully didn’t include website examples so as not to constrain creative possibilities – didn’t want a copy of another Dr.s site (may be a good candidate to try a brand new design with). He wanted to have a discussion of the practice and the area and leave me with creative freedom to put something together. (can become very time consuming as he has no particulars)

    – He wants something simple and easy to navigate – current site isnt very intuative
    – Wanted something different
    – Didn’t mention a preferred color ( Ill choose one typical for endodontic practices and explain to him why the color scheme works)

    *** Notes about the practice:
    Main location Is Wauwatosa with 3 satellite locations (listed on website) – He doesn’t want a specific doctor associated with a particular location as all 3 doctors frequent each location. They’re a paperless facility – everything done through web. Age range is very general. Its an older practice that’s been around for several decades which is a reason why current and prospective clients like it. Dr. Ferguson is longest practicing doctor -senior Dr. All locations have current equipment. Through the 3 locations, they cover the range of suburban/downtown clientele. The Oak Creek Facility is the newest location and is state of the art. Craig mentioned he wanted a site that is reflective of the office somewhat **Im having Craig send images of Oak Creek office as a reference for color and structure.

    Wants to convey an inviting feeling + modernity + warmth + Refined + Welcoming + mentioned that he had liked a website example of one of his colleagues that was darker (maybe incorporate a subtle Bates feel).

    – Most clients from North Milwaukee
    – Mentioned that they service the Milwaukee area
    – Craig stated that the info from the old site is up to date and is good to migrate over
    – Would like to incorporate images of the Milwaukee skyline- Craig mentioned that Dr.s may be taking updated profile photos – I had mentioned it was a good idea to have professional images of the Oak Grove office taken as well, so that we can showcase it. (may not want to showcase each location on the website though – ask if he wants to keep it general)

    *** For Staff tab – retain order of staff


    Leave a Comment:




    Design Questionnaire 
    Notes | 2017-11-14 | charles.b | #104641 |

    360 Design Questionnaire 2016
    Submission Date
    CP ID
    Your Name
    Desired Domain(s)
    Do you have an existing Site? Practice Name
    Practice Telephone E-mail for Patients
    2017-11-14 11:47:51 103970
    Craig Pilsner Wiendogroup.com Yes
    Wisconsin Endodontic Group, S.C.
    2600 N. Mayfair Road Suite 240
    United States
    (414) 2581500 office@wiendogroup.com Yes
    Social Media Links Testimonials
    Video
    Contact Form Membership Logos Office Map Doctor’s Bio
    Modern
    Light Background (dark text)
    Deep
    Your Images (Upload or Email) Specialty (Medical, Dental…)
    Wauwatosa Endodontics
    2016-11-16 13.23.12.jpg
    Practice Address
    Will you be the decision maker during this process?
    Sections
    Overall Feel Light or Dark
    Image Types
    Ethnicity Specialty


    Leave a Comment:




    Client Rescheduled Call 
    Notes | 2017-11-10 | charles.b | #104007 |

    Client Rescheduled Call for Tuesday 11/14 at 9:30 am PST – recorded in my calendar


    2017-11-13 | charles.b
    Call rescheduled for Weds 9:30am PST
    2017-11-13 | charles.b
    Client requested later time on Tuesday - maybe even Wednesday.
    Hello Craig, Sure no problem! My Tuesday and Wednesday are open. Let me know what time is best for you and I will reserve the time slot.

    Leave a Comment:




    Create Temp Site closed
    Task: Website | 2017-11-06 | charles.b | #102490 |

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


    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-11-06 | charles.b | #102489 |

    Hello Craig and Dr. Goddard,

    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=103970

    After we gain a better sense of what you are looking for I can start the design process. I also wanted to confirm that I am aware of our scheduled phone call on Monday, Nov 13 at 9:30am PST.

    I look forward to working on this design with you!

    Charles B.
    charles.b@optimized360.com


    Leave a Comment:




    POTENTIAL SELF-HOSTING 
    Notes | 2017-11-02 | Danny | #101576 |

    Craig mentioned that Dr may want to host on his own from day 1 since they have ownership. It seems him and Dr. doesn’t know much about self-hosting and what that entails which I had mentioned that the scenario is usually when there’s an IT person in the office that doesn’t know how to develop but only maintain.

    I had pointed out to him the technical aspects of self-hosting along with the value of our monthly fees and what it includes which is a lot for very minimal. He completely understands but this is a question the Dr had. I advised him to to at least stay for a few months so he can see how the support is with us which is excellent and at the same time, he’ll be able to learn the WP cms for day to day update vs self-hosting from day 1.

    Option will be kept open at this point but for now, I’ve delayed it to let us host it.


    Leave a Comment:




    Website Design (New Project) closed
    Task: New Project | 2017-11-02 | Danny | #101574 |

    – Craig – taking lead on this project for dr. but dr will be indirectly involved (feedback/approval in future)
    – Craig used to be a patient of one of our other client (Dr. Nicole Anderson), moved to this area and was hired on by the current Dr. Craig advised dr to redevelop the site and very responsive communicating with the Dr to sign up with us.

    Endodontic specialty – refer to their main site. He has seen some of our endo clients cause he had requested references (just fyi)

    3 locations: make sure it is visible and organized (drop-down field on contact form)

    migrate the Portal Links they currently have. (craig didn’t know much how those links work which is independent of the development we’re doing but does understand now after i had visually showed him the links are external). The point here is he’s not too tech savvy so you may need to try to keep things simple and in layman’s term. Try to visually explain if possible in the future vs assuming he would know the most basic things. I want to continue with the communication that I’ve been having with him prior transitioned over into the design process so that he can see the value staying with us vs self-hosting which is what the Dr’s intent is (not craig but dr’s). Craig can advocate for us in the future when the time comes to push dr to stay with us for hosting.

    overall, pretty straight-forward. Craig is very nice & friendly but very professional (not the ‘joking’ type)


    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-11-02 | Danny | #101556 |

    Website: $4,000 + $99/m


    2017-11-02 | chandra.t
    Set to charge 11/13/17.
    2017-11-02 | danny.n
    set 1st charge on Nov 13 (day of interview)

    Leave a Comment:




    Design Interview – Mon – Nov 13 at 9:30 am PST closed
    Task: Other | 2017-11-02 | Danny | #101554 |

    Craig will be lead on this project.

    Please send intro email. He is aware that he will need to fill out the questionnaire before that date.


    2017-11-13 | charles.b
    Call rescheduled for Weds 9:30am PST
    2017-11-13 | charles.b
    Client rescheduled phone call - date/time pending

    Leave a Comment:




    Ready to Move Forward 
    Leads | 2017-11-02 | Danny | #101381 |

    “Danny,

    We are ready to move forward. Everything has been approved.

    Thanks,”


    2017-11-02 | danny.n
    sk: 12:11pm
    2017-11-02 | danny.n
    replied attaching the contract again to either fax or esign.

    Leave a Comment:




    Conference Call #2 
    Leads | 2017-10-16 | Danny | #96092 |

    Craig had only 2 questions from the Drs after his meeting with them. They are very much interested but wanted to know what are the options if they don’t wnat to pay the $99/m and option to manage it on their own. Explained to him how we are able to give them that option because our sites are unique and they have ownership/exclusivity and more importantly no contract. Told him it is WP and user-friendly which he has heard of. Told him my recommendation is to let us host it for him for a few months so he gets acclimated with the day to day update and also the value of our monthly fee to decide if he wants to host on his own. he said that’s a good idea and thanked me for the suggestion.

    The other question was the current endo software they are using and if it has any effect with what we do. Told him how it works by showing him online on his site how when he clicked on it, it takes the visitor away from the site through the portal that bridges to their practice management software. He does understand now that it is independent and as long as that service with them is still active, everythign they are currently doing will continue.

    he appreciated all the explaination and stated that most likely they will be going with us cause they like our work and also the time I’ve spent with him educating and consulting him.

    Told him the next step is to do the interview once I receive the contract and reiterated how streamlined the process will be. Very hot and will be starting soon.


    2017-10-23 | danny.n
    told Craig Ill f/u with him next Friday if i don't hear from him. Should have an answer by then!
    2017-10-23 | danny.n
    "Hi Craig, Happy Friday! I had just called and left a message with the front office. Seems like you had a head start to your weekend attending a wedding! Was just checking in with you to see if you discussed with the Drs following our phone call earlier this week with regards to those questions that was clarified. Let me know if there are any further questions or feedbacks from the Drs. Thank you and hope to hear back from you with any updates, Craig! Enjoy the wedding this weekend!"
    2017-10-20 | danny.n
    Called, spoke to the front. Craig is not in today, had a head start to the weekend cause he had a wedding to attend. LM with the front office, was very nice. Told her I'll send him an email as well too.
    2017-10-16 | danny.n
    also, upgrading lead status from 75% to 90%

    Leave a Comment:




    Calendly Req: Mon at 11am 
    Leads | 2017-10-13 | Danny | #95641 |


    Hi Danny N. – Optimized360,

    A new event has been scheduled.

    Event Type:
    30 Minute Meeting

    Invitee:
    Craig Pilsner

    Invitee Email:
    cpilsner@wiendogroup.com

    Event Date/Time:
    11:00am – Monday, October 16, 2017 (Pacific Time – US & Canada)

    Questions:

    Comment/Topic/Question
    follow up, please call me at 414-258-1500. Thank you, Craig”


    2017-10-13 | danny.n
    replied back confirming our appt next Monday.

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-09-27 | Danny | #91136 |

    Called Craig at our scheduled time. was transferred to his line. He was apologetic with the miscommunication withe the Calendly schedule the last week. very nice.

    He stated he was referred to us by his previous dentist whom he was a patient and loved their site. He moved since then and is working at an endo group advisign them to update their site which is very basic and out-dated. Our client he came from was Nicole Anderson (Scott) which is my client.

    Gave him overview of what we do and the process. Quoted him the Gold package cause they just wanted to revamp the site. Asked for some endo clients which I showed him a few. He didn’t really go through our portfolio but advised him to. He got my original email but didn’t look through it as well.

    Told him i’ll send him the proposal and include all the bulleted points along with examples of endo clients and also recently developed sites. He seems to want to make sure we are focused on not only Dental but Endo. Very nice. will review with the drs.


    2017-10-12 | danny.n
    Called.. lm with front. sent f/u with new examples
    2017-09-28 | danny.n
    sk: 11:43am

    Leave a Comment:




    Calendly – 9/27 – Wed @ 1pm PST 
    Leads | 2017-09-26 | Danny | #90497 |

    Can we do tomorrow at 3pm Central?

    Thanks,


    2017-09-26 | danny.n
    "Web design & development / rough dollar estimate / initial discussion"

    Leave a Comment:




    Initial Contact 
    Leads | 2017-09-18 | Danny | #88310 |

    Called. LM for Craig on the general voicemail box. Sent him an intro email.

    Site is very simple, no links to any about us or services. Just home, patient login, admin, and referring doctors


    2017-09-26 | danny.n
    "Can we do tomorrow at 3pm Central? Thanks, "
    2017-09-25 | danny.n
    called. lm again. Sent f/u.
    2017-09-22 | danny.n
    sk: 11:02am
    2017-09-21 | danny.n
    Called.. lm. Sent f/u.
    2017-09-20 | danny.n
    called... lm.
    2017-09-18 | danny.n
    sk: 1:12pm

    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: 2017-11-06
    Questionnaire: 2017-11-14
    Site Download/Site Sucker: 2017-12-21
    Temporary Site: 2017-11-07
    Concept: 2017-12-12
    Approved: 2017-12-21
    Add to Upwork
    Add Developer to Temp Site
    Review: 2017-12-27
    Design # and Download: 2017-12-27
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301: 2017-12-21
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup: 2017-12-27
    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: 2017-12-21
    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
    2017-11-02
    2017-11-13
    Mobile
    Fluid Responsive
    2017-11-02
    2017-11-13
    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2017-11-02 | Danny | Ready to Move Forward


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-02 | danny.n
    sk: 12:11pm
    2017-11-02 | danny.n
    replied attaching the contract again to either fax or esign.
    Leads | 2017-10-16 | Danny | Conference Call #2


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-23 | danny.n
    told Craig Ill f/u with him next Friday if i don't hear from him. Should have an answer by then!
    2017-10-23 | danny.n
    "Hi Craig, Happy Friday! I had just called and left a message with the front office. Seems like you had a head start to your weekend attending a wedding! Was just checking in with you to see if you discussed with the Drs following our phone call earlier this week with regards to those questions that was clarified. Let me know if there are any further questions or feedbacks from the Drs. Thank you and hope to hear back from you with any updates, Craig! Enjoy the wedding this weekend!"
    2017-10-20 | danny.n
    Called, spoke to the front. Craig is not in today, had a head start to the weekend cause he had a wedding to attend. LM with the front office, was very nice. Told her I'll send him an email as well too.
    2017-10-16 | danny.n
    also, upgrading lead status from 75% to 90%
    Leads | 2017-10-13 | Danny | Calendly Req: Mon at 11am


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-13 | danny.n
    replied back confirming our appt next Monday.
    Estimates | 2017-09-27 | Danny | Phone Conference Ordered

    Gold


    Initial: 2 Payments of $1,999
    Monthly: $99


    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 far left. Month to month contract. Guaranteed Competitive

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-12 | danny.n
    Called.. lm with front. sent f/u with new examples
    2017-09-28 | danny.n
    sk: 11:43am
    Leads | 2017-09-26 | Danny | Calendly – 9/27 – Wed @ 1pm PST


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-09-26 | danny.n
    "Web design & development / rough dollar estimate / initial discussion"
    Leads | 2017-09-18 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-09-26 | danny.n
    "Can we do tomorrow at 3pm Central? Thanks, "
    2017-09-25 | danny.n
    called. lm again. Sent f/u.
    2017-09-22 | danny.n
    sk: 11:02am
    2017-09-21 | danny.n
    Called.. lm. Sent f/u.
    2017-09-20 | danny.n
    called... lm.
    2017-09-18 | danny.n
    sk: 1:12pm