Freestate Dental

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 104028




    Specialty: Sub-Specialty:  Package:  Related: Accounting: Deals:

    DOMAIN INFO


    LATEST NOTES



    Add a Note
    CATEGORY:



    Add a Task
    CATEGORY:




    Add a Ticket
    CATEGORY:





    Start Cancellation







    Hero Image submitted
    Ticket: Website | 2018-02-22 | Desirae.G | #118314 |

    Hero image is cut off on the top for wider screens. Please move image down so this does not happen (see below for reference).


    2018-02-27 | belinda.t
    Putting changes on pause, account is past due.
    2018-02-27 | belinda.t
    Putting changes on pause, account is past due.

    Leave a Comment:




    Color Change closed
    Ticket: Website | 2018-02-22 | Desirae.G | #118293 |

    HEADER
    -change navbar color to #1b1c1e
    -change headerbar color to #333333

    FOOTER
    -change color of boxes for “reach us” and “office hours” to #333333
    -change color of footer to #1b1c1e


    Leave a Comment:




    Feat. Services closed
    Ticket: Website | 2018-02-21 | Desirae.G | #118271 |

    HOME; FEAT. SERVICES
    -switch placement of Partial Dentures and Same Day Crowns (including photos)
    -rename Partial Dentures to “Whitening” and relink to http://bradadams.360sites.net/whitening/


    Leave a Comment:




    Testimonials Widget closed
    Ticket: Website | 2018-01-29 | Desirae.G | #117065 |

    Please style the testimonials widget (Doctible) to increase the spacing between each submission; should look like this, http://freestate.dental/index.php/testimonials


    2018-01-31 | catherine.c
    emailed completed

    Leave a Comment:




    Add Reviews Widget closed
    Task: Technical | 2018-01-26 | Desirae.G | #116997 |

    Please see the instructions below and add the widget to http://bradadams.360sites.net/testimonials/ (currently on the site but formatting is off; remove old code once new code is added).


    2018-01-26 | rod.l
    The code provided is exactly the same. It has been replaced, but styling is based on the styling of the site.

    Leave a Comment:




    Services closed
    Ticket: Website | 2018-01-25 | Desirae.G | #116930 |

    FEAT. SERVICES
    -veneers: replace photo with the one below
    -same day crowns: replace photo with the one below

    DENTAL SERVICES
    -reorder list of services to the following:
    1. Preventive
    2. Same Day Crowns
    3. Dental Restoration
    4. Veneers
    5. Implants
    6. Invisalign
    7. Dentures/ Partials
    8. Whitening
    9. Periodontal Therapy (instead of gum infection therapy)
    10. Root Canals
    11. Extractions


    2018-01-31 | catherine.c
    emailed completed

    Leave a Comment:




    Edits via Email closed
    Ticket: Website | 2018-01-24 | Desirae.G | #116870 |

    MENU
    -increase width of navbar so it fills end-to-end

    LOGO
    -increase size of logo by 30%

    FOOTER
    -add email address under phone #: info@freestate.dental

    FEAT. SERVICES
    -switch positions of “invisalign” and “same day crowns”

    NEW PATIENTS
    -create buttons for the forms link in the middle of the page
    -button border should be the same orange color used on website
    -each button should open in a new tab


    2018-01-31 | catherine.c
    emailed completed

    Leave a Comment:




    Edits via Email 
    Notes | 2018-01-24 | Desirae.G | #116866 |

    1. Larger print and visibility on the homage menu bar.
    2. Stretch the homepage menu bar all the way across the page.
    3. Make the logo on homepage larger
    4. Include our email address in footer Info@freestate.dental
    5. Move “same day crowns” button homepage into the middle of the 5.
    6. Remove the Blog page temporarily
    7. Change Bleaching to Whitening on the Services page
    8. Change the office hours to whole words, Monday, Tuesday etc
    9. Remove the Twitter icon
    10. Replace the text on New Patient Forms with photos or icons, something square.


    2018-01-24 | desirae.g
    7 & 8 completed
    2018-01-24 | desirae.g
    1, 6, 9 completed

    Leave a Comment:




    Logo & Photo closed
    Task: Website | 2018-01-16 | Desirae.G | #115699 |

    HEADER; LOGO
    -move logo to the LEFT so it is in line with the menu bar

    HOME; MEET OUR DOCTORS
    -increase size of photo by 40%


    Leave a Comment:




    HIPAA Quote closed
    Sales | 2018-01-09 | Desirae.G | #114586 |

    Hi Julia,

    Thank you for taking the time to speak with me today! In regards to HIPAA forms, we have an add-on option for $499 + $49/month that includes:
    Protected Forms – fillable forms online that are HIPAA compliant, all submissions will be sent to a portal where you can log in.
    HIPAA-Certified Email – one secure email that can be accessed through Microsoft Office 365
    Microsoft Office 365
    We can tailor the form(s) to be easier to read as well. I am not sure if your current website company has the ability to keep the service activated for the online forms only, but I know you wanted to update the look of the form anyways.

    Please let me know if you have any questions or would like further details. I would be more than happy to help!


    2018-01-23 | desirae.g
    added the link to forms on the 18th
    2018-01-18 | desirae.g
    Update: Julia sent a new link for online patient forms
    2018-01-16 | desirae.g
    Hi Julia, No problem! Please let me know if you would like any edits done to the website. We are still working on moving the placement of the logo. Thank you!
    2018-01-16 | desirae.g
    Thanks for investigating. I am going to pass on that. I’ll give you the links to the forms when I have them finalized. We can just leave the ones we have there for now. Thanks, Julia
    2018-01-12 | desirae.g
    Hi Julia, Happy Friday! I was able to get the price down to $399 + $49/month for the HIPAA forms only. The monthly price includes storing all of the submissions in a "portal" where you will be able to log in and access the data. It also includes any maintenance that is needed for the secured forms as well. Please let me know if you would like to proceed so we can get started on creating the forms for you. Thank you!
    2018-01-12 | desirae.g
    Understood. Are there other options for secure forms? That seems a little much per month…

    Leave a Comment:




    Edits via Phone Call 01-09-18 closed
    Ticket: Website | 2018-01-09 | Desirae.G | #114502 |

    HEADER
    -increase logo by 30% and move to the left

    HOME; DR. BRAD ADAMS
    -replace “Meet Dr. Brad Adams” with “Meet Our Doctors”
    -remove paragraph text, keep the button
    -replace his photo with the group photo of doctors (use the photo behind “take an office tour”)


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

    Leave a Comment:




    Notes from Phone Call 
    Notes | 2018-01-09 | Desirae.G | #114434 |

    -wants online fillable patient form HIPPA
    -replace “Meet Dr. Brad Adams” with “Meet Our Doctors”
    -replace his photo with the group photo of doctors (3)
    -change domain to “freestatedental.360sites.net”
    -increase size of logo and move to the left
    -change hero text to “Experienced, comprehensive, friendly dentistry.”

    Overall, Julia is very happy with the site 🙂


    Leave a Comment:




    Phone Call 
    Notes | 2018-01-03 | Desirae.G | #113582 |

    scheduled for 11:30 CST on Tuesday, January 9th


    Leave a Comment:




    Hero Image closed
    Task: Website | 2018-01-02 | Desirae.G | #113314 |

    It looks like the hero image is cut off when loading…please look into this.


    Leave a Comment:




    Email: Your Website is Ready 
    Custom Ready | 2018-01-02 | Desirae.G | #113308 |

    Hello Julia,

    Happy New Year! Your website is ready for your review and to further customize.

    This is the initial time that you will see the website, therefore you will have many questions and comments! We encourage you to schedule a call to go over the details of the functional site. We have combined the design you have approved with the pages and information available to us. Please take a look at the website and let us know of any page changes, additions and/or questions you might have.

    Temporary URL: http://bradadams.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!

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    PSD to WP: Julia – Dr. Brad Adams closed
    Design Task: Development | 2017-12-20 | Desirae.G | #111354 |

    URL: bradadams.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:

    *Run all images through Image Optim before development
    Entrance effects – use some from http://andrewflores.360sites.net/
    Hero image – parallax
    Menu – fixed
    Testimonials – slider
    A-tags & headers – same brown color in design
    Inner pages – no hero image

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    Email: Design Approval 
    Design | 2017-12-20 | Desirae.G | #111353 |

    Hello Dr. Julia – Dr. Brad Adams,

    Your design has been approved!

    Approved concept URL: https://360controlpanel.com/wp-content/uploads/2017/12/adams-brad-1.jpg

    If you have any major changes to the design, please let us know. Other than that, your design has been submitted to our development team. This process will take about 1-2 weeks and if you have any content material, please send them my way. This includes photos, biographies, forms and anything you’d like to mention onto the site. You’ll get more opportunities to review the site and make additional changes as well.

    Thank you!


    Leave a Comment:




    Follow Up 
    Notes | 2017-12-19 | Desirae.G | #111101 |

    Emailed Julia to FU design draft feedback


    Leave a Comment:




    Design Draft Feedback 
    Design | 2017-12-12 | Desirae.G | #109897 |

    To begin with, we have 3 dentists and Dr Van Blaricum is the founding member of our practice, so I’d start with incorporating that. I didn’t look much further than that so far…


    2017-12-19 | desirae.g
    I totally misunderstood!!!! Gotcha.. I’ll get back to you asap J
    2017-12-19 | desirae.g
    Hi Julia, Thank you for your prompt feedback. We can definitely add information for all of the doctors & staff at the practice on the inner pages. Please let me know if you would like anything changed to the colors or layout of the design. This is our main focus right now before we develop the whole site. Thank you!

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-12-11 | Desirae.G | #109762 |

    Hello Julia and Dr. Adams,

    Based on our discussion, I have compiled a design draft for your review. Please take a moment to review this concept and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time.

    Looking forward to your feedback!


    Leave a Comment:




    New Design review
    Task: Other | 2017-12-05 | Desirae.G | #108466 |

    Current website: http://freestate.dental/index.php
    (LIKES: colors; images, feel; DISLIKES: everything else)

    Example:
    http://johnbatlle.360sites.net/ (LIKES: everything; DISLIKES: maybe too dark but okay with the grey tones)

    LAYOUT
    -full width
    -sectional
    -clean

    FEEL
    -friendly
    -professional
    -needs to cater to older demographic but also attract younger adults

    COLORS
    -same colors as current website & logo
    -doesn’t mind grey tones

    IMAGES
    -use images on existing website
    -older demographic but also wants to attract younger adults

    CONTENT
    -informative but easy to read/navigate

    OTHER NOTES
    -use existing content/images
    -keep the personal, friendly feel (use all office images if you can)
    -try to use the icon in their logo throughout the design to add a personal, creative touch


    Leave a Comment:




    Design Notes 
    Design | 2017-12-05 | Desirae.G | #108464 |

    Current website: http://freestate.dental/index.php
    (LIKES: colors; images, feel; DISLIKES: everything else)

    Example:
    http://johnbatlle.360sites.net/ (LIKES: everything; DISLIKES: maybe too dark but okay with the grey tones)

    LAYOUT
    -full width
    -sectional
    -clean

    FEEL
    -friendly
    -professional
    -needs to cater to older demographic but also attract younger adults

    COLORS
    -same colors as current website & logo
    -doesn’t mind grey tones

    IMAGES
    -use images on existing website
    -older demographic but also wants to attract younger adults

    CONTENT
    -informative but easy to read/navigate

    OTHER NOTES
    -use existing content/images
    *Danny mentioned that they get 15 articles of custom content, but Julia wants to use what they already have for now
    *Julia inquired about HIPAA forms
    *I sent other website examples prior to my call with Julia, but she said her and the doctors REALLY like http://johnbatlle.360sites.net/
    *Julia mentioned she needs to get everything approved by 3 people so our patience is appreciated


    Leave a Comment:




    Website Examples 
    Notes | 2017-11-28 | Desirae.G | #106890 |

    Sent Julia a few website examples to get started, before she rescheduled our call.

    Home


    https://www.constancehotels.com/en/
    https://201d.jp

    Home


    https://360controlpanel.com/wp-content/uploads/2017/10/diana-stephen-1.jpg


    Leave a Comment:




    Project Delay for Nov 28th 
    Notes | 2017-10-25 | Danny | #98995 |

    “Danny,
    I just spoke with the doctors and we have to put this project on hold for about 30 days. We just had to make a major purchase this month.

    Just need a little time. We 100% want to continue, just need to push it back a little.
    Julia”


    2017-11-28 | desirae.g
    My response - "Hi Julia, Thank you for the heads up. Next Tuesday at the same time works for me; it will only be a brief phone call. Let me know if there is anything I can do to streamline this process for you. I want to make sure we get a new website up for you in a timely manner :) Once I get some notes about how you want the new website to look like, then I can take it from there. Please let me know. Thanks!"
    2017-11-28 | desirae.g
    Update from Julia - "Desirae, I need to put it off another week. Next Tuesday?"
    2017-10-25 | danny.n
    i will f/u with her 1 week prior. She's on my calender. will update you, Desirae. Thanks!
    2017-10-25 | desirae.g
    Confirmed and scheduled!
    2017-10-25 | danny.n
    "Tuesday November 28. !!! Julia"
    2017-10-25 | danny.n
    Told Julia lets set tentative day next month so its on the schedule and as the date nears, i'll f/u to confirm.

    Leave a Comment:




    Customize Tempsite closed
    Ticket: Website | 2017-10-25 | Desirae.G | #98878 |

    Please copy/paste all content & images from existing site, http://freestate.dental/, to tempsite:

    http://bradadams.360sites.net/

    *format the menu & pages as they are on http://freestate.dental/
    *only copy/paste text content and office/staff images
    *you have been added as admin


    2017-10-31 | catherine.c
    completed.
    2017-10-31 | developershafiq
    Kindly review
    2017-10-31 | catherine.c
    Blog is displaying articles, please separate articles and actual blogs.
    2017-10-30 | catherine.c
    added.
    2017-10-26 | developershafiq
    Need wp admin access for changes

    Leave a Comment:




    301’s 
    Notes | 2017-10-25 | Desirae.G | #98866 |
    urllist-13

    Leave a Comment:




    DQ Submission 
    Design | 2017-10-25 | Desirae.G | #98863 |

    CP ID 104028
    Your Name jULIA PETERSON
    Desired Domain(s) WWW.FREESTATE.DENTAL
    Will you be the decision maker during this process? No, there will be others involved.
    Sections Social Media Links
    Featured Services
    Video
    Membership Logos
    Office Map
    Office Summary
    Overall Feel Modern
    Simple and Clean
    Light or Dark Light Background (dark text)
    Select Colors GRAYS, BLUES AND ORANGE THAT IS IN OUR LOGO
    Neutral
    Image Types Your Images (Upload or Email)
    People
    Ethnicity Caucasian
    Age Group Children
    Teen
    Adults
    Elderly
    Demographic Retired
    Working Class
    Business (ex: downtowns)
    Upscale
    Specialty cOSMETIC DENTISTRY, GENERAL DENTISTRY
    Top 3-4 Services SAME DAY CROWNS, IMPLANTS, INVISALIGN, VENEERS
    Any Additional Comments/Requests? WE WANT TO KEEP THE PERSONAL ASPECT OF OUR CURRENT WEBSITE AND UPGRADE TO HIGHLIGHT OUR SERVICES AND MORE CONTENT
    Choose Your File(s) FSD logo.png


    Leave a Comment:




    Create Temp Site closed
    Task: Website | 2017-10-25 | Desirae.G | #98853 |

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


    2017-10-25 | desirae.g
    Tempsite created. Will add FTP credentials and submit ticket to customize tempsite. Closing.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-10-25 | Desirae.G | #98852 |

    Hello Julia and Dr. Adams,

    Welcome to Optimized360!

    My name is Desirae and I will be the designer working with you every step of the way, starting from concept to going live! I had a quick meeting with your account rep. this morning to discuss your account and review the notes you initially had.

    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=desirae.g@optimized360.com&cpId=104028

    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!

    Desirae
    desirae.g@optimized360.com


    Leave a Comment:




    Design Int: 10/25 – Wed at 11:30am PST closed
    Task: Other | 2017-10-24 | Danny | #98352 |

    Please call Julia. She is usually busy last min so don’t be surprised.


    2017-10-25 | desirae.g
    Project on hold until November 28th. Closing.
    2017-10-25 | desirae.g
    Rescheduling for tomorrow. I advised that the call should be short since she filled out DQ already.

    "Hi Desirae, Can we move our call to tomorrow. We are short handed and slammed. I sent you the completed survey and will send photos over as well."

    Leave a Comment:




    Resched Again to Oct 24, Tues at 10am possibly to 12pm window 
    Leads | 2017-10-23 | Danny | #98180 |

    “Danny,
    I had a call scheduled with you on my calendar at 3 today?
    Can we please set a time for tomorrow between 10 am and noon.
    Julia”


    2017-10-23 | danny.n
    replied back rescheduling. Told her that i understand and if it doesn't work 10am based on her day tomorrow, just let me kow and we can push it closer to 12. trying to be flexible with her. Reminded her that that call is to finalize the project not to do the interview just in case she thinks its for that. Told her i will sched her tomorrow when i speak to her.

    Leave a Comment:




    Reschedule for Monday 10/23 
    Leads | 2017-10-19 | Danny | #97475 |

    “Hi Danny
    We are running behind and I just don’t have the time today. Tomorrow is my day off so I admit my focus is gone. Can we talk on Monday???
    Julia”


    2017-10-19 | danny.n
    "Monday is great for me. Anytime that works for you. Im here from 8 am -4pm. Julia"
    2017-10-19 | danny.n
    told her not a problem and to let me know when she'd like for me to call her next Monday. Told that call is to setup the account and schedule a day/time for the phone interview

    Leave a Comment:




    Website (New Project) closed
    Task: New Project | 2017-10-19 | Danny | #97236 |

    – Julia (manager, new to the practice helping them with marketing).
    – extremely busy, i had to reschedule my call with her at least 2 times just to finalize the order.
    – assured her our streamlined process which that is her goal since they are so busy.
    – refer to the main site for their information
    – Allowed up to 15 pages of custom content (included in the price already, 5 default for gold + 10 more). Focus on main procedural keywords, home page, doctors, office, team)
    – check their current G+ listing if it is linked correctly to the review. Review is a main part of the design that needs to be prominent to highlight on design for future access (new and current)


    2017-10-25 | desirae.g
    Project on hold until November 28th

    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-10-19 | Danny | #97227 |

    Website: $5,000 + $99/m


    2017-10-25 | danny.n
    Ticket has been completed. Closing ticket.
    2017-10-25 | danny.n
    hold for next month to start/charge. See note dated today at top.
    2017-10-24 | danny.n
    spoke to Julia to finalize, she will get the dr to provide cc or fax this week. Told her i will need it before her interview tomorrow if possible as part of our policy. She understands and will talk to dr. Dr is a bit sensitive right now with billing and hectic at their busy office cause there's soo much overhead cost but she understands.

    Leave a Comment:




    Calendly – 3pm PST today – Disc Starting 
    Leads | 2017-10-19 | Danny | #97224 |

    “5:00 my time is great!
    Thanks, Danny.

    Julia”


    2017-10-19 | danny.n
    told her i've added her to my schedule and will call her at 3pm pst today.

    Leave a Comment:




    Wants to Get Started 
    Leads | 2017-10-19 | Danny | #97205 |

    “I received this message, but when I responded it bounced back! Weird. Anyway, we are interested in moving forward with your company! Call me this afternoon to discuss?
    Julia”


    2017-10-19 | danny.n
    replied back to her with the proposal to either fax back or esign. asked if she can by later on today so i can expedite having the entire account setup and assign a designer. Will call her later once she confirms a time so i can call to schedule the design interview.

    Leave a Comment:




    My Email Bounced Back Notice from JULIA 
    Leads | 2017-10-19 | Danny | #97177 |

    “Hi Danny!
    I sent you 2 messages this week and they bounced back. Can you confirm receipt of this message?

    Julia Peterson
    Free State Dental
    785-843-2636”


    2017-10-19 | danny.n
    i had replied back letting her know that we were migrating our emails yest and that it was working intermittently but is 100% ok now. Sent her a screenshot of my reply and also fwded my reply with the proposal.

    Leave a Comment:




    Phone Conference – Includes Custom Content 
    Estimates | 2017-09-27 | Danny | #90902 |

    called Julia per our scheduled call. It was a better time today than yesterday but has 15 mins. Put me on speaker to write notes cause she likes to write notes.

    She’s new to the practice helping them with a makeover and seo. Currently managing their Social. Has experience in PPC which she had done at previous jobs. Spoke to a few companies already and is shopping around for dr. Very nice.

    Gave her overview of what we do vs others when it came to QPS. Pointed out to her how her current site has no info about services which is a big integral part of SEO. Told her the importance of custom design and CUSTOM CONTENT (included in the price of $5,000 vs $4,000 for Gold).

    Went over with her SEO and PPC for Marketing along with G+ review listing which i don’t see on their site.Told her to focus on the makeover which will be a optimization boost, then PPC + SEO after site is launched.

    Spent 30mins over the phone with her which is 15 mins longer than expected but apologized she had to go. She asked for me to send over everything to review and she will get back to me next week with any questions. Very nice.


    2017-10-17 | danny.n
    reattached proposal. Gave her assurance that we can get them on the 1st page within 1-2 business days with PPC. Told her the importance of the WEb and Marketing and how they complement each other needing the two. Told her i can do an analysis of the competition to get an idea what budget is needed when site is near launch. Reminded her our comnpetitive rate when it comes to QPS and to le tme know who they are comparing us to so I can review and point out the differences.
    2017-10-17 | danny.n
    "Hi Danny, It looks we are narrowing this decision down to you and another company. Can you resend me a formal proposal with numbers and the fine details of all that you would be responsible for? My doctors #1 was concern is being the first found in a google search. Thanks so much!!! Julia "
    2017-10-11 | danny.n
    Told her i'll check in next week via email!
    2017-10-11 | danny.n
    "Thanks, Danny. I am presenting options to the doctors early next week. Check in then? Have a good one! Julia"
    2017-10-10 | danny.n
    Called, office is closed. sent f/u.
    2017-09-27 | danny.n
    replied back telling her to let me know if she has further questions or feedbacks from the dr. Also told her if she likes, let me know who she talked to so i can point ou the differences.
    2017-09-27 | danny.n
    sk 9:15am with response below
    2017-09-27 | danny.n
    " Free State Dental via freestatedental.onmicrosoft.com 9:13 AM (1 minute ago) to Danny Got it, Danny! Thanks for the information and for your time. I will be in touch after I talk with the doctors. Julia"

    Leave a Comment:




    Calendly – 9/27 – Wed at 8am PST 
    Leads | 2017-09-26 | Danny | #90773 |

    Leave a Comment:




    Initial Contact 
    Leads | 2017-09-26 | Danny | #90772 |

    Called, Julia picked up. Was VERY nice. Stated that it is not a good time and if i can call her tomorrow at 8am (10am CST).

    Setup Calendly


    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: 2017-10-25
    Questionnaire: 2017-10-25
    Site Download/Site Sucker: 2017-10-25
    Temporary Site: 2017-10-25
    Concept: 2017-12-12
    Approved: 2017-12-20
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download: 2017-12-27
    Image Optim: 2017-12-27
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup: 2017-12-27
    Analytics Report or Jetpack Setup: 2017-12-27
    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: 2017-12-20
    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
    2017-10-24

    Mobile
    Fluid Responsive
    2017-10-24

    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others
    2017-10-24

    360 Plan



    Leads | 2017-10-23 | Danny | Resched Again to Oct 24, Tues at 10am possibly to 12pm window


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-23 | danny.n
    replied back rescheduling. Told her that i understand and if it doesn't work 10am based on her day tomorrow, just let me kow and we can push it closer to 12. trying to be flexible with her. Reminded her that that call is to finalize the project not to do the interview just in case she thinks its for that. Told her i will sched her tomorrow when i speak to her.
    Leads | 2017-10-19 | Danny | Reschedule for Monday 10/23


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-19 | danny.n
    "Monday is great for me. Anytime that works for you. Im here from 8 am -4pm. Julia"
    2017-10-19 | danny.n
    told her not a problem and to let me know when she'd like for me to call her next Monday. Told that call is to setup the account and schedule a day/time for the phone interview
    Leads | 2017-10-19 | Danny | Calendly – 3pm PST today – Disc Starting


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-19 | danny.n
    told her i've added her to my schedule and will call her at 3pm pst today.
    Leads | 2017-10-19 | Danny | Wants to Get Started


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-19 | danny.n
    replied back to her with the proposal to either fax back or esign. asked if she can by later on today so i can expedite having the entire account setup and assign a designer. Will call her later once she confirms a time so i can call to schedule the design interview.
    Leads | 2017-10-19 | Danny | My Email Bounced Back Notice from JULIA


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-19 | danny.n
    i had replied back letting her know that we were migrating our emails yest and that it was working intermittently but is 100% ok now. Sent her a screenshot of my reply and also fwded my reply with the proposal.
    Estimates | 2017-09-27 | Danny | Phone Conference – Includes Custom Content Sent

    Custom Gold


    Initial: 2 Payments of $2,499
    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

    Premium SEO

    Analytics | Geo-Targeting | Meta Tags

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x - Includes all default features listed on far left. Guaranteed Competitive. Month to month contract.

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-17 | danny.n
    reattached proposal. Gave her assurance that we can get them on the 1st page within 1-2 business days with PPC. Told her the importance of the WEb and Marketing and how they complement each other needing the two. Told her i can do an analysis of the competition to get an idea what budget is needed when site is near launch. Reminded her our comnpetitive rate when it comes to QPS and to le tme know who they are comparing us to so I can review and point out the differences.
    2017-10-17 | danny.n
    "Hi Danny, It looks we are narrowing this decision down to you and another company. Can you resend me a formal proposal with numbers and the fine details of all that you would be responsible for? My doctors #1 was concern is being the first found in a google search. Thanks so much!!! Julia "
    2017-10-11 | danny.n
    Told her i'll check in next week via email!
    2017-10-11 | danny.n
    "Thanks, Danny. I am presenting options to the doctors early next week. Check in then? Have a good one! Julia"
    2017-10-10 | danny.n
    Called, office is closed. sent f/u.
    2017-09-27 | danny.n
    replied back telling her to let me know if she has further questions or feedbacks from the dr. Also told her if she likes, let me know who she talked to so i can point ou the differences.
    2017-09-27 | danny.n
    sk 9:15am with response below
    2017-09-27 | danny.n
    " Free State Dental via freestatedental.onmicrosoft.com 9:13 AM (1 minute ago) to Danny Got it, Danny! Thanks for the information and for your time. I will be in touch after I talk with the doctors. Julia"
    Leads | 2017-09-26 | Danny | Calendly – 9/27 – Wed at 8am PST


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Leads | 2017-09-26 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: