Luminous Smiles of Newport Beach

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    Profile ID: 104040




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    Edits from Jon 02-27-18 closed
    Ticket: Website | 2018-02-27 | Desirae.G | #118415 |

    HOME; GRAND OPENING
    -replace bg image with the same one used in the “Hi, I’m Dimple Desai” section
    -add the following text on the right side of the section:
    – Free Whitening gel for life
    – 10% off all retail
    – 3rd cleaning 1/2 off
    – $600 off Invisalign treatment
    – 5 year warranty on all crowns
    -replace the email box with the same “appointments” button used in header


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    Edits via Email 02-26-18 closed
    Ticket: Website | 2018-02-26 | Desirae.G | #118363 |

    HEADER
    -add a new button under the address labeled “Reserve Your Appointment” and link to https://luminoussmiles.com/contact-us/

    WELCOME TO LUMINOUS SMILES
    -make this font BOLD and change font color to black

    TESTIMONIALS
    -increase size of text box by 30%

    MOBILE
    -arrows on the contact form and “grant opening” form are off on mobile; please see below and fix spacing


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    Add FBP Code via email closed
    Task: Website | 2018-02-15 | Rod L. | #118090 |

    FBP code to head.


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    Impact Marketing – FB+AdWords. closed
    Task: Accounting | 2018-02-15 | brent.d | #118086 |

    Proposal sent & signed back over on Feb 7th. Please charge for their one time setup of $499 and send over confirmation. Total of $1,500 – Proposal attached.


    2018-02-20 | chandra.t
    Charged setup $499 (one-time) and $500 recurring (1 unit impact marketing).
    2018-02-16 | chandra.t
    Brent is setting up the campaign. Will charge once ready.

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    Custom Content closed
    Task: Other | 2018-02-08 | Desirae.G | #117810 |

    DUE DATE: 02/16/18

    Please write custom content for the following topics.

    -include a “did you know?” fact in each article (see here for example: http://content.360sites.net/general-dentistry/)
    -DO NOT include SEO key terms; we need these articles written generally (I will have you add key terms in another task.)
    -send finished articles via email to Desirae

    TOPICS:
    Cosmetic Tooth Reshaping
    Pregnancy Dental Care


    2018-02-14 | developerbrandon
    submitted
    2018-02-09 | desirae.g
    disregard Gentle Dentistry

    Leave a Comment:




    Edits via Phone 02-06-18 closed
    Ticket: Website | 2018-02-06 | Desirae.G | #117569 |

    FONT
    -change all font to “Abel” (download here: https://fonts.google.com/specimen/Abel)

    HEADER
    -decrease font size of address
    -decrease height of header by 20%

    HOME; FOLLOW US
    -please remove this section

    SERVICES
    – remove PFM restorations
    -move dental implants to be the first box of “restoration”
    -add a NEW POST for “Pregnancy Dental Care” and put “coming soon”; also add a featured image and categorize as “services
    -add a NEW POST for “Cosmetic Tooth Reshaping” and put “coming soon”; also add a featured image and categorize as “services
    -add a NEW POST for “Gentle Dentistry” and put “coming soon”; also add a featured image and categorize as “services


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    Edits via Phone 02-06-18 
    Notes | 2018-02-06 | Desirae.G | #117567 |

    -header font: decrease size and make it thinner; too wide; decrease space of header
    -our office: no where should say “other doctors’
    -who we are: likes http://nhdentistrybeverlyhills.com/our-practice/
    -add a page for “Meet The Elite Team” and add under “Meet Dr. Dimple Desai”
    -remove the “follow us” social bar on homepage
    -services: remove PFM restorations, move dental implants to be the first box
    -meet dr. dimple desai: add “personalized consultation and Skype consults for out-of-town and out-of-country patients” (also add that to the homepage)
    -services: add “pregnancy dental care”, “cosmetic tooth reshaping”, and “gentle dentistry”
    -services: add “cosmetic, invisalign, teeth whitening, sleep apnea, ceramic bonded restorations” as a drop-down and also a button for “more”
    -logo: wants a more “yellowish” tone in the icon
    -wants the same font as http://nhdentistrybeverlyhills.com/dr-hadaegh/
    -wants a scrolling effect


    2018-02-06 | desirae.g
    Dr. Desai is going to provide info for "meet the elite team" and "about us". I advised for her to send me an example of the scrolling effect she wants, but it will slow down her page speed.

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    Add Logo closed
    Ticket: Website | 2018-02-01 | Desirae.G | #117336 |

    Please add the logo attached to the “welcome” section of the homepage in black & white.


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    Follow Up 
    Notes | 2018-01-30 | Desirae.G | #117138 |

    Emailed Dr. Desai, Sagar, and John to follow up about edits and social media.


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    FB Pixel closed
    Task: Technical | 2018-01-18 | Desirae.G | #116275 |

    code & instructions emailed to you


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    Edits via Email 
    Notes | 2018-01-18 | Desirae.G | #116210 |

    (some completed by me, others I made suggestions and submitted to support)

    Here are out notes. We’ll be happy to discuss at your earliest convenience

    1. Can you match the font of the site with the font we used on the logo (attached).
    2. 3rd box, “Welcome to Luminous Smiles” add logos for CDA and Orange County Dental Society
    3. Follow us … add instagram, remove twitter (Move section to the top right of the page where the phone number is)
    4. Featured services .. add Root Canals and Teeth Whitening
    5. Top Menu bar, add pattern similar to the meet Dimple Desai DDS Section
    6. Get in Touch email at the bottom, contact@luminoussmiles.com
    7. Coupon section at the bottom, can you give us additional options for pictures
    8. Smile gallery page … do you have other options for tooth color fillings and porcelain crowns?


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    Edits closed
    Ticket: Website | 2018-01-18 | Desirae.G | #116208 |

    HEADER FONT
    -change to “Raleway”

    HOME; WELCOME
    -add logos attached below in black color

    HEADER
    -add social media icons below phone # (only FB, Instagram, G+)


    2018-01-25 | catherine.c
    emailed completed.
    2018-01-23 | catherine.c
    G+ icon missing in header.
    2018-01-22 | desirae.g
    You have been added as admin. Please proceed.
    2018-01-19 | developershafiq
    Kindly provide admin access
    2018-01-19 | desirae.g
    Logos have been added
    2018-01-18 | catherine.c
    please add logos to ticket.

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    Email: Your Website is Ready 
    Custom Ready | 2018-01-17 | Desirae.G | #116036 |

    Hello Dr. Desai,

    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: https://luminoussmiles.com/welcome/

    Your patients will not see the full site until we remove the construction page. 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


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    Google Business 
    Blog | 2018-01-17 | Desirae.G | #115924 |

    Sagar granted access to social@optimized360.com


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    Fixes closed
    Task: Website | 2018-01-16 | Desirae.G | #115822 |

    HOME; PROMOTION FORM
    -increase width of field box

    HEADER FONT
    -change to “Bebas”

    SERVICES; ALL PROCEDURES LIST
    -increase font size by 2 points

    CONTACT
    -footer is missing; please add


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    Google Business 
    Notes | 2018-01-12 | Desirae.G | #115282 |

    already verified – requested access


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    Phone Call w/ John 
    Notes | 2018-01-12 | Desirae.G | #115261 |

    jonathanmiller@fortunemgmt.com
    -wants to start PPC closer to opening, mid-March (start with $600-$800 budget)
    -wants to add the FB Pixel code (maybe on the “patient” or “about us” section); he will send
    -add a page for “New Patients”
    -add a pop-up form/email to the “New Patients” page; Jonathan will send info


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    Email: Social Intro 
    Design | 2018-01-12 | Desirae.G | #115216 |

    Hello Dr. Desai,

    While we work on your website, we’d also like to start your Social Media accounts as soon as possible. If you have Facebook, Twitter or Google Plus profiles created, please send login credentials so that we may update what’s necessary.
    Thank you, and we look forward to working with you.


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    Note from Jonathan – Account Update 
    Notes | 2018-01-11 | Belinda | #114930 |

    Jonathan has been working with Danny with several clients including Dr. Dimple Desai. He reached out to Sean regarding the relationship and wanting to make some changes to her website prior to going live.

    —–

    I reached out to Jonathan by cell and email and let him know the project is in the development phase.

    Hello Jonathan,

    I left a message on your voicemail but wanted to touch base via email as well.

    Desirae has been working with Dr. Desai and the project is in the development phase. She recently made some additions that we are addressing as well.

    Please let us know when you are available to discuss further adjustments or address any concerns you have. My number here is 800-997-9368, I look forward to hearing from you.


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    Last Minute Changes 
    Notes | 2018-01-09 | Desirae.G | #114625 |

    I would like to change a feee items.
    -Testimonial section by itself
    -A section that says to follow us on Instagram and fb and a yelp link
    -a message from me welcoming patients to the website (section 2) and different panel to learn about me with my bio and history
    -the gallery section we can take out and put under a drop down option


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    Install SSL closed
    Task: Social | 2018-01-05 | Desirae.G | #114003 |

    1. Please install SSL onto the site and notify original designer when completed.


    2018-01-09 | desirae.g
    Thank you. Closing.
    2018-01-09 | rod.l
    Site certified.
    2018-01-09 | rod.l
    Used: https://www.ssls.com/user/certificates/view/4775885 Site secured.

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    Install ADAPT submitted
    Task: Social | 2018-01-05 | Desirae.G | #114002 |

    1. Please install ADAPT
    2. Fill in ADAP fields
    3. Send to original designer to review and send to the client.


    2018-01-26 | rod.l
    Sending over to original designer.
    2018-01-09 | desirae.g
    Correct
    2018-01-08 | rod.l
    Please confirm. 1. Exact Domain: luminoussmiles.com 2. Organization Name: Luminous Smiles of Newport Beach 3. City, State/Province and Country: Newport Beach CA USA

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    PSD to WP: Dimple Desai closed
    Design Task: Development | 2018-01-05 | Desirae.G | #114001 |

    URL: dimpledesai.360sites.net

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

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

    Below are specific instructions:

    *PLEASE KEEP THE CURRENT HOMEPAGE. SITE IS ALREADY LIVE. Develop the other pages (including the actual homepage shown in design)
    *Please add hover effects using Divi
    *Please run ALL images through http://optimizilla.com/
    Menu – fixed
    Logo – entrance effect of your choice
    Hero – parallax
    All headers – same gold color in design (make sure you can read it)
    All a-tags – same gold color in design (make sure you can read it)

    Desirae
    desirae.g@optimized360.com


    2018-01-11 | developerrhythm
    https://luminoussmiles.com/welcome/
    2018-01-11 | desirae.g
    You have been added.
    2018-01-09 | developerrhythm
    Desirae, Please add my WordPress account on that site. I need access to complete this task. Thanks
    2018-01-09 | desirae.g
    Rhythm - my client wants last minute modifications to design. I updated the PSD please confirm you have received this comment.

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    Email: Design Approval 
    Design | 2018-01-05 | Desirae.G | #114000 |

    Hello Dr. Desai and Sagar,

    Your design has been approved!

    Approved concept URL: https://360controlpanel.com/wp-content/uploads/2018/01/desai-dimple-FINAL.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.


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    Tempsite is LIVE 
    Notes | 2018-01-03 | Desirae.G | #113579 |

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    Old Domain Info 
    Notes | 2018-01-03 | Desirae.G | #113577 |

    ns-cloud-d1.googledomains.com
    ns-cloud-d2.googledomains.com
    ns-cloud-d3.googledomains.com
    ns-cloud-d4.googledomains.com

    for luminousnewportbeach.com

    50.63.202.37

     


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    FB + AdWords Strategy for FEB client
    Marketing | 2018-01-03 | brent.d | #113524 |

    long talk w/ Sagar. Had questions regarding facebook advertising and our impact marketing package. Explained to him the flexibility of impact marketing and how we can try all things marketing such as seo, email marketing, fb ads, and adwords ppc. Since website is in the beginning stages I explained to him that we must fully optimize the website before we start buying traffic and gave him advice on posting organic content on FB and social media to start gaining an online presence. Starting in FEB he will want to create a strategy for FB and Google so we can then start using the paid bundle of either google or fb. Sent him FU email.


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    Draft Submitted 
    Concepts | 2018-01-03 | Desirae.G | #113515 |

    Hello Dr. Desai and Sagar,

    It was a pleasure speaking with you both on the phone today! I’m excited to get the ball rolling with the new landing page and website. I updated the design draft below based on your recent feedback. Please let me know if you would like to approve so we can begin development.

    Also, I will be sending the link to the landing page shortly. Thank you!


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    Design Draft Feedback 
    Notes | 2018-01-03 | Desirae.G | #113507 |

    -doesn’t like “clinic”; wants “dental practice”
    -Google 360 tour
    -wants parallax
    -wants a fixed menu
    -replace dental videos with gallery images
    -promotions section: change to “grand opening special”, add email address box
    -wants pop-up contact box once full site is developed
    -wants a “brighter” gold, more metallic
    -header: add logo icon top left and add “Luminous Smiles” above address
    -landing page: include diamond shapes in bg
    -design: replace diamonds in the 2nd section with the diamonds in the 4th section


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    Email From Doctor; Account Update 
    Notes | 2018-01-03 | Belinda | #113363 |

    Jan,

    Approved for the $100.

    Prior to the office opening, we also want a landing page to collect names and email address prior to entering the full site.

    Also, the timing of the project is concerning me. The final payment to you guys was due 30 days ago. The expectation was for the site to be done then, so we are now 1 month behind. I would like to see the necessary resources being allocated to our project to finish shortly after new years. If there is someone else I need to speak to regarding this, please put them in touch with me.

    Brent …please call me at 714.252.4222 regarding the marketing.

    Sagar


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    Marketing Options closed
    Marketing | 2018-01-03 | Belinda | #113361 |

    Doctor was quoted marketing options via Jan and would like to discuss this moving forward.

    ———————-

    Email from Jan:

    Facebook Pixel + Email Marketing
    Facebook Pixel and Email Marketing are tools that we use for clients that have online marketing with us. We can add our Impact Marketing package and I have provided a quick description of what this package entails down below.

    Impact Marketing
    There are bundles of marketing and SEO products that can be selected under this package. They are categorized into Organic Bundles and Paid Bundles.

    Impact Marketing: $499 initial + $499 per month per bundle.

    Organic Bundle
    SEO
    Blogging (content marketing)
    Email Marketing
    Paid Bundle
    Adwords (Google)
    Facebook Ads
    YouTube
    Bing & Yahoo Ads
    Display Ads


    2018-01-04 | brent.d
    long talk w/ Sagar. Had questions regarding facebook advertising and our impact marketing package. Explained to him the flexibility of impact marketing and how we can try all things marketing such as seo, email marketing, fb ads, and adwords ppc. Since website is in the beginning stages I explained to him that we must fully optimize the website before we start buying traffic and gave him advice on posting organic content on FB and social media to start gaining an online presence. Starting in FEB he will want to create a strategy for FB and Google so we can then start using the paid bundle of either google or fb. Sent him FU email.

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    Video Background client
    Task: Website | 2018-01-03 | Belinda | #113359 |

    Doctor will supply a video for the hero region when design is approved. Please include this feature during development.


    2018-01-03 | desirae.g
    Noted.

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    Video Background Charge closed
    Task: Accounting | 2018-01-03 | Belinda | #113357 |

    Doctor will supply a video for her website and approved of $100 charge for coding. Please charge.


    2018-01-03 | chandra.t
    Charged.

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    Phone Call 
    Notes | 2018-01-02 | Desirae.G | #113162 |

    Dr. Desai scheduled a call for today @ 11:30am PST and I emailed her letting her know that I was running late with another meeting (phone call w/ Tami from Mat-Su). Dr. Desai would like to reschedule for tomorrow.


    2018-01-03 | desirae.g
    Will be speaking with Dr. Desai and her husband, Sagar, today @ 11:30
    2018-01-03 | belinda.t
    Doctor is concerned about scheduling and would like to wrap things up this month if possible. Please reach out also as a supervisor. She also wants to utilize the tempsite as a landing page with contact form, during the design phase.
    2018-01-02 | desirae.g
    Rescheduled for 11:30 am PST on Wednesday 01/03

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    Draft Submitted 
    Concepts | 2017-12-29 | Desirae.G | #112988 |

    Hello Dr. Desai,

    My name is Desirae and I will be helping with your website while Jan is out of the office. I am up to speed with your website and account. I made some revisions to the most recent design draft and wanted to discuss any further changes with you. I am aware that you want to have a video in the first section, so I added an icon to show that it will be a video when it is developed. Also, I added your original photo to the welcome section.

    Please let me know the best available time to schedule a call next week.

    Thank you and I look forward to speaking with you! Happy New Year 🙂


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    Account Transition to Desirae closed
    Task: Website | 2017-12-29 | Belinda | #112846 |

    Please make changes on behalf of Jan and send to client to take over. The notes are mentioned in note #112256. They seem to be fairly easy/quick but I’m not sure if client is 100% happy. Can you make the change and send asap?

    Latest Draft: https://360controlpanel.com/wp-content/uploads/2017/12/desai-dimple-4.jpg
    PSD: https://drive.google.com/a/optimized360.com/file/d/1OCMxJqCjmy2gplD6Rr3TxyopbtdJwIQW/view?usp=sharing

    files are on his desktop but theyre also being uploaded

    Revisions

    – She wants the Hero Slider to be a video. (Please provide a quote).
    – Just have her image on top of the section as opposed to being cropped out.


    2018-01-24 | desirae.g
    Quote for video background was previously provided by Jan. Will FU with client.

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    Inquiry: Hero Video 
    Notes | 2017-12-27 | Jan S. | #112260 |

    Dr. Desai is currently working on a video and would like it integrated onto the Home page where the Hero Slider is located. Please follow up and provide a quote


    2017-12-27 | jan.s
    Followed up via email to provide the quote.
    2017-12-27 | jan.s
    Quote: $100

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    Inquiry: Email Marketing & Facebook Pixel 
    Notes | 2017-12-27 | Jan S. | #112258 |

    Dr. Desai and Sagar were inquiring specifically about email marketing and Facebook pixel. Both features fall under our Impact Marketing package which they do not have. Please follow up and provide a quote.


    2017-12-27 | jan.s
    Followed up via email to provide the quote and CC'd Brent as well.
    2017-12-27 | jan.s
    Quote: $499 initial + $499 per month per bundle

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    Design Draft #4 Full Feedback 
    Design | 2017-12-27 | Jan S. | #112256 |

    Dr. Desai called and provided her full feedback. She likes the design draft and does not have any MAJOR revisions.

    Revisions

    – She wants the Hero Slider to be a video. (Please provide a quote).
    – Just have her image on top of the section as opposed to being cropped out.


    Leave a Comment:




    Design Draft #4 Feedback 
    Design | 2017-12-26 | Jan S. | #111944 |

    Jan,

    It looks better but there are some changes I would like to do and Sofia’s via telephone. When are you free to speak this week?

    Thanks.


    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-12-21 | Jan S. | #111723 |

    Hello Dr. Desai,
    Based off of our discussion, I have compiled a new 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.


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    Google Domains 
    Notes | 2017-12-19 | Jan S. | #110938 |

    Sagar provided management permissions for their newly acquired domain name luminoussmiles.com.


    2017-12-19 | jan.s
    Accepted invitation for management permissions and followed up via email to provide confirmation.

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    Design Draft #3 Feedback – Follow Up 
    Design | 2017-12-13 | Jan S. | #110206 |

    Dr. Desai called and provided more feedback:

    Revisions

    – Replace quote with logo in the Hero Slider
    – Place the logo in the middle
    – Place the quote somewhere else
    – Timelapse of Newport beach for the Hero Slider (Inquire Further)
    – Having the description show upon hover for the featured services.
    – Add a button for their office tour (use google street view for now)
    – Fixed menu


    2017-12-21 | jan.s
    Spoke with Desirae and the inquiry for a time-lapse video is $100.
    2017-12-19 | jan.s
    Followed up via email on 12/18 to inform Dr. Desai that we are still working on the design draft.

    Leave a Comment:




    Design Draft #3 Feedback 
    Design | 2017-12-12 | Jan S. | #110003 |

    Called and spoke with Dr. Desai. She only had two revisions and she likes the design draft.

    Revisions

    – Adjust the hero image as the box is slightly covering the people.
    – Add her photo.


    2017-12-13 | jan.s
    Called and spoke with Dr. Desai. She provided more feedback regarding her revisions. Feedback was recorded on CP as a new note.
    2017-12-13 | jan.s
    Dr. Desai followed up via email and requested a scheduled call for today at 12:30 PM PST. The request was recorded on CP and Google Calendar.

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    Draft Submitted 
    Concepts | 2017-12-11 | Jan S. | #109708 |

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


    Leave a Comment:




    Past Due 
    Accounting | 2017-12-11 | Chandra | #109642 |

    Email past due $2363 for 2nd installment and monthly web.


    2018-02-02 | chandra.t
    Received check #1003 from Dr. Desai $1249 (voided as we had already processed the final installment).
    2018-02-02 | chandra.t
    Sagar confirmed to process final installment of $1249 on American Express ending in 1006. All initials paid.
    2018-01-19 | chandra.t
    "Will send today. Thx"
    2018-01-19 | chandra.t
    Followed up with Sagar for the final installment, turned the account on "past due".
    2017-12-21 | chandra.t
    Received check $1000. The final installment of $1249 due 1/9/18. Client provided via mail, American Express ending in 1006 for monthly fees, charged.
    2017-12-21 | chandra.t
    Alec approved $1,000 deposit toward the final invoice, with the remaining $1,249 due in 30 days on 1/9/18
    2017-12-21 | chandra.t
    "We will need to delay the final payment on the website until the project is complete. If you'd like, I'm willing to make an additional $1,000 deposit towards the final invoice, with the remainder due upon completion."
    2017-12-19 | chandra.t
    Followed up with payment and CC "Both were sent in the mail last week." I will take off the past due notice until 12/22/17.

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    Design Draft #2 Feedback 
    Design | 2017-12-05 | Jan S. | #108513 |

    Dr. Desai called and provided her feedback. Dr. Desai likes Design Draft #2.2 more and believes we are getting closer.

    Revisions

    – Make all instances of gold BRIGHTER
    – Make the font in the Header section BIGGER
    – Incorporate the shape of “diamonds” more into the design (refer to logo)
    – Update phone number: 949-719-3400
    – Add Quote: The Trust in my patients and their Trust in me as their dentist is INVALUABLE. This can only be achieved through 💯 communication.


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    Design Draft #2 Follow Ups 
    Design | 2017-12-04 | Jan S. | #108077 |

    All timestamps for follow-ups for Design Draft #2.


    2017-12-05 | jan.s
    Dr. Desai called and provided her feedback. Her feedback was recorded on CP.
    2017-12-04 | jan.s
    Received a request for a scheduled call on Tuesday, 12/5 at 2:00 PM PST via Calendly. The request was recorded on CP and Google Calendar.
    2017-12-04 | jan.s
    Followed up via email to reschedule due to another call, currently waiting for a response.
    2017-12-04 | jan.s
    Dr. Desai followed up via email requesting a call on Tuesday, December 4th at 9:30 AM PST.
    2017-12-04 | jan.s
    Design Draft #2 was submitted on 11/30.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-11-30 | Jan S. | #107522 |

    Hello Dr. Desai,
    Based off of our last discussion, I have compiled new design drafts for your review. Please take a moment to review these concepts and let me know of any changes you would like to see. Additionally, we want to focus on the layout and colors of the design, as the text and images can be changed at any given time.


    Leave a Comment:




    Charge: One Email Inbox closed
    Task: Accounting | 2017-11-28 | Jan S. | #106896 |

    Dr. Desai approved of acquiring one email inbox for drdesai@luminousnewportbeach.com.


    2017-12-26 | chandra.t
    Client provided CC via mail 12/21/17. Charged for email inbox.
    2017-12-19 | jan.s
    Please provide a status update.
    2017-12-04 | jan.s
    Received a request for a scheduled call on Tuesday, 12/5 at 2:00 PM PST via Calendly. The request was recorded on CP and Google Calendar. I shall transfer to Chandra after discussing the design.
    2017-11-29 | chandra.t
    Need CC.

    Leave a Comment:




    Design Draft #1 Feedback 
    Notes | 2017-11-16 | Jan S. | #105288 |

    Called and spoke with Dr. Desai. Dr. Desai also followed up via email as well to provide her feedback.

    – The first row is plans bright
    – The second row “meet the dr” is too grey and dull
    – The third row again is too dull.
    – The font on the menu is too small and meets to be “illuminated” & a darker shade of gold
    – Every content doesn’t have to be on the first page, meaning, I want people to scroll down and have the picture shift slowly like one of the websites we saw.

    I will keep adding more but this is a start, thanks!


    2017-11-30 | jan.s
    Design Draft #2 was submitted.
    2017-11-16 | jan.s
    Followed up via email to confirm the scheduled call.
    2017-11-16 | jan.s
    Dr. Desai requested a scheduled call for Tuesday, 11/21 at 9:00 AM PST. The request was recorded in CP and Google Calendar.

    Leave a Comment:




    Draft Submitted 
    Concepts | 2017-11-16 | Jan S. | #105239 |

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


    Leave a Comment:




    New Design closed
    Task: Other | 2017-11-09 | Jan S. | #103548 |

    IMPORTANT

    – Refer to Rifkin Cosmetic Dentistry –AND– Financially Wise Women for the overall layout.
    – Refer to Financially Wise Woman for the FONT STYLE.
    – Refer to Rifkin Cosmetic Dentistry for the tone but MORE NEUTRAL.
    – EMPHASIZE Dr. Desai THROUGHOUT the design to make the design more PERSONALIZED.
    – NOT TOO CROWDED OR SPACIOUS, maximize the space available.
    – The layout should be easy to navigate.
    – Have GREAT contrast between text and background.
    – They have a logo which will be provided later. I will follow up with you as soon as I have it.
    – Use “Let the beauty of what you love be what you do” for the quote / slogan of the design.

    Reference

    – drlaurencerifkin.com
    – financiallywisewomen.com

    Overall Feel

    – STRONG MESSAGE (OF DR. DESAI)
    – ELEGANT / SEXY
    – Modern & Clean
    – Visual
    – DARK & Slick / Shiek

    Colors / Shapes / Patterns

    – Black
    – White
    – Gold
    – NOT ALL BLACK OR ALL WHITE
    – NEUTRAL Background (Light Text)
    – Shapes & Patterns (KEEP TO A MINIMUM)

    Layout

    – Full-Width
    – Sectional
    – NOT TOO LONG OR SHORT

    Section

    – DOCTOR’S BIO
    – MEMBERSHIP LOGOS
    – Office Summary
    – Office Map
    – Promotions
    – Testimonials
    – Video
    – Contact Form
    – Social Media Links

    Featured Services

    – Invisalign
    – Guided Implant Surgeries
    – Veneers
    – Cosmetic
    – Sleep Apnea


    2017-11-16 | jan.s
    Thank you, closing task.
    2017-11-15 | jan.s
    Please provide the fonts used for this design, thank you!
    2017-11-13 | jan.s
    1 - Change the image of the Hero Slider to something MORE elegant. 2 - The design needs to EMPHASIZE Dr. Desai more! Make the "Meet Dimple Desai, DDS" section in letter format (Please refer to Financially Wise Women). 3 - Change the STYLE of the Featured Services section (Please refer to https://360controlpanel.com/wp-content/uploads/2017/10/diana-stephen-1.jpg). 4 - Change the style of the video to look like Vimeo so it does NOT look outdated. 5 - Change the image of the video to something MORE elegant. 6 - The "Testimonials" section should stand out MORE. 7 - Change the STYLE of the "Map" section. It should have a light grey overlay and the address displayed on top (Please refer to https://360controlpanel.com/wp-content/uploads/2017/10/longoria-leonardo-2.jpg). 8 - Use a DIFFERENT pattern and make it slightly MORE apparent. 9 - The font overall needs to have more IMPACT. (Please refer to Financially Wise Women).

    Leave a Comment:




    Design Interview: Notes 
    Design | 2017-11-09 | Jan S. | #103517 |

    IMPORTANT

    – EMPHASIZE MESSAGE (ABOUT HER). She wants to have a STRONG MESSAGE / STATEMENT about herself.
    – She has a logo but is not finalized yet. She will provide her logo nevertheless as a starting point for the design draft.
    – I EMPHASIZED that the design is HEAVILY DEPENDANT on her images and INSTRUCTED her to take photos similar to the design presented to me.
    – Incorporate her images into the design.
    ––– Headshots will be taken the first week of December.
    ––– Office images will be taken later down the line.
    – The Design Questionnaire had some conflicting notes but clarified them in the interview.

    Websites She Referenced (RANKED)

    – drlaurencerifkin.com – LAYOUT, COLOR, MESSAGE
    – financiallywisewomen.com – FONT, LAYOUT, MESSAGE

    Websites Examples I Sent (RANKED)

    – vinayshahmd.com – REALLY LIKES: NEUTRAL, NOT TOO LONG OR SHORT
    – hotel48lexnewyork.com – LIKES
    – biltmorederm.com – BORING
    – highergroundmelbourne.com.au – BORING
    – roweaesthetics.com – BORING

    Sections

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

    Overall Feel

    – STRONG MESSAGE (OF DR. DESAI)
    – ELEGANT / SEXY
    – Modern & Clean
    – DARK & Slick / Shiek

    Light or Dark

    – NEUTRAL / DARKER Background (light text)

    Select Colors

    – Black
    – White
    – Gold
    – NOT ALL BLACK OR ALL WHITE
    – Complimentary to her logo (NOT FINALIZED: Black, White, & Gold)

    Image Types

    – DR. DESAI HERSELF
    – Your Images (Upload or Email)
    – Closeup
    – Specialty (Medical, Dental…)

    Demographic

    – Working Class
    – Business (ex: downtowns)
    – UPSCALE

    Top 3-4 Services

    – Invisalign
    – Guided Implant Surgeries
    – Veneers
    – Cosmetic
    – Sleep Apnea


    Leave a Comment:




    Create Temp Site closed
    Task: Website | 2017-11-07 | Jan S. | #102635 |

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


    2017-11-08 | jan.s
    The custom rogue tempsite for Luminous Smiles of Newport Beach was created, unable to create Google Analytics account due to missing domain, Jetpack and SiteStats were activated, added Jotforms, and imported default General Dentistry content via ContentCopier, closing task.
    2017-11-07 | jan.s
    FTP credentials was recorded on CP from Pagely support.

    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-11-07 | Jan S. | #102634 |

    Hello Dr. Desai,

    Welcome to Optimized360!

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

    I was notified that you requested a scheduled call for Thursday, 11/07 at 9:30 PM PST –AND– Thursday, 11/16 at 9:30 PM PST. Please confirm which timeslot you would like.

    After we gain a better sense of what you are looking for, I can start the design process.

    I look forward to working on this design with you.

    Jan
    jan.s@optimized360.com


    Leave a Comment:




    360 Custom DQ 
    Design | 2017-11-07 | Jan S. | #102623 |

    Your Name: Dimple Desai
    Do you have an existing Site? No
    Practice Name: Luminous Smiles of Newport Beach
    Secondary Title (Dr. Name): Dr. Dimple Desai
    Tagline (slogan): Dentistry done differently! or something along this route…?

    Practice Address

    Street Address: 180 Newport Center Drive
    Street Address Line 2: Suite 100
    City: Newport Beach
    State / Province: CA
    Postal / Zip Code: 92660
    Country: United States
    Will you be the decision maker during this process? Yes

    Sections

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

    Overall Feel

    – Modern
    – Elegant
    – Simple and Clean
    – Dark & Slick

    Light or Dark

    – Dark Background (light text)

    Select Colors

    – We can play with this more
    – Bright
    – Monochromatic

    Image Types

    – Your Images (Upload or Email)
    – Closeup
    – Specialty (Medical, Dental…)

    Demographic

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

    Top 3-4 Services

    – Invisalign
    – Guided Implant Surgeries
    – Veneers
    – Cosmetic
    – Sleep Apnea


    Leave a Comment:




    Quest. About Monthly Starting by Husband 
    Notes | 2017-11-07 | Danny | #102619 |

    Sagar (husband), emailed me for the 1st time, cc’ing Dr. Desai asking about why the monthly fee is starts 30 days later. This was brought up bc I told dr after she requested an invoice to have bank pay. Told her in that response that we will need a cc on file for the monthly which starts in 30 days.

    I’ve replied back to Sagar letting him know the payment policy. Explained that site is design and develop in about 30 days which is hosted already & technically can go live anytime at this stage depending on the dr.

    “Danny,

    My name is Sagar Parikh, I am Dr Desai’s husband.

    I don’t follow what you mean by the “date of interview”. My expectation is that monthly fees would start after the site is live.

    Sagar


    Leave a Comment:




    Website Makeover (New Project) closed
    Task: New Project | 2017-11-06 | Danny | #102236 |

    – Dr. Desai
    – new practice in Newport Beach
    – orig wanted to meet for interview but talked her out of it.

    – Dr has a logo being developed but not finalized. She can provide the color scheme as reference
    – She filled out questionnaire already. Emailed me the following to add to the submission… see below.
    “This is an example of a website I liked, I forgot to link it into the prelim design questionnaire, thanks.
    https://www.financiallywisewomen.com/”

    – Dr may be pushy to try to get free stuff but its ok to push back cause she did that with me a few times just to try. Like getting a discount and additional features added.

    Dr is super nice and easy to talk to.


    2017-11-09 | jan.s
    Completed interview with Dr. Desai and recorded notes on CP, closing task.
    2017-11-08 | jan.s
    The custom rogue tempsite for Luminous Smiles of Newport Beach was created.
    2017-11-07 | jan.s
    Dr. Desai followed up via email to confirm Thursday, 11/09 at 9:30 PM PST. Followed up via email to provide confirmation.
    2017-11-07 | jan.s
    Received a request a scheduled call for Thursday, 11/07 at 9:30 PM PST –AND– Thursday, 11/16 at 9:30 PM PST. Followed up via email to confirm with timeslot is correct.
    2017-11-07 | jan.s
    Custom Intro email was sent.
    2017-11-07 | jan.s
    The 360 Custom DQ was submitted on 11/07 and recorded on CP.

    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-11-06 | Danny | #102231 |

    Website: $4,500 + $109/m


    2017-12-26 | chandra.t
    12/31/17 received check $1000. The final installment of $1249 due 1/9/18.
    2017-11-22 | chandra.t
    Charged.
    2017-11-22 | chandra.t
    Received check $2249 for 1st installment of website design, (check #1001 - Dimple Desai DDS Inc). The second installment of $2249 due 12/9/17.
    2017-11-20 | chandra.t
    "We will mail you a check for the first invoice on Monday."
    2017-11-15 | chandra.t
    Follow up regarding payment.
    2017-11-07 | chandra.t
    Sent invoices with the option to pay yearly in advance.
    2017-11-07 | danny.n
    Chan, just fyi (read the post above regarding the monthly fees, questioned by her husband (Sagar).
    2017-11-07 | danny.n
    Chandra, can you please create 3 invoices for her (2 for initial fee) and 1 for monthly. I've told dr that she will need to coordinate with you for a cc on file for the monthly fees and/or pay 1 year in advanced. Can you note that option for Dr when you email her please? Thank you and lmk.
    2017-11-07 | danny.n
    "Can you invoice me so that way I can send it to my bank, thanks. "

    Leave a Comment:




    Design Interview – Thursday Nov 9th @ 9:30 am PST closed
    Task: New Project | 2017-11-06 | Danny | #102209 |

    scheduled interview over the phone for her. Will fax or esign within the hour.


    2017-11-07 | jan.s
    Dr. Desai followed up via email to confirm Thursday, 11/09 at 9:30 AM PST. Followed up via email to provide confirmation, closing task.
    2017-11-07 | jan.s
    Received a request a scheduled call for Thursday, 11/09 at 9:30 PM PST –AND– Thursday, 11/16 at 9:30 PM PST. Followed up via email to confirm with timeslot is correct.

    Leave a Comment:




    Requested Discount – I SAID NO 
    Leads | 2017-11-06 | Danny | #102206 |

    Dr desai called, lm to call back (was on another line). Called dr back. was very nice. Wanted to see if I can give her a discount which I told her she’s getting an awesome rate. Told her other companies that is comparable to us as far as quality charges around $10,000 avg with limitations. She said she trusts me and will not need to call around further cause she enjoyed the convo we had initially and Jonathan (the consultant i know) highly recommended me to consult her new practice like i have for the other clients of his (dr. flores) that is happy so far with us.

    I scheduled the interview for this Thursday at 9:30pm. Sent her the contract again to fax or esign along withi questionnaire to fill out before appt day.


    Leave a Comment:




    Revised from Platinum to Gold 
    Estimates | 2017-11-01 | Danny | #101144 |

    Dr called, wanted to discuss budgeting cause its new practice. wants to go with us but need to figure out features from original Platinum proposal. Went back/forth with features as far as priorities. Dr has logo already and does not need the custom blog or the videos. Primarily just wants Facebook/Twitter/G+ setup to keep the branding consistent.

    Was heavily considering PBHS which she does know the difference after it was pointed out last time. They had quoted her $2,500 with social and “custom design” which she stated their design is not that bad. But poitned out the ownership which is an investment and how that $2,500 simply goes away (no ownership/exclusivity).

    Told dr the best i can do is the $4,500 + $109/m. (no custom blog, just setup of social)

    Sent to dr to review.


    2017-11-06 | danny.n
    replied back to dr reminding her that it does not include the logo bc she had mentioned she has a logo already and was removing features to accommodate her budget better in the platinum. Her priority was the social which I had gone with Gold as a base and added the social.
    2017-11-06 | danny.n
    "Danny, Just to be clear my website cost will be $4500? Is that excluding the logo design? Thanks."

    Leave a Comment:




    Response with Proposal Request 
    Leads | 2017-11-01 | Danny | #101079 |

    “Hello,
    Can you please send me an official quote outlining the packages you recommended?
    Thanks.

    Dr. Desai “


    2017-11-01 | danny.n
    it was previously sent to dr following our call last month but may have missed it with the other attachments (concept examples). Reattached for her review

    Leave a Comment:




    Phone Conference 
    Estimates | 2017-10-05 | Danny | #93521 |

    Spoke to dr per our scheduled call. Gave her overview of what we do. Told her i spoke to Jonathan yesterday (consultant) who referred her.

    Told her to go with our Platinum Package cause she’s looking for everything.

    She asked me to send her the proposal to review and also examples of logos we have developed to see. Told her to refer to original email i sent last week to look at the web projects we are currently working on.


    2017-10-23 | danny.n
    sk 1:33pm immediately after my response.
    2017-10-23 | danny.n
    told dr i appreciate the update. Told dr to take her time and if possible, just reply in the future when i followup cause i want to make sure it doesn't end up in JuNK. prepping her to reply to me in the future. Told her i'll f/u next week.
    2017-10-23 | danny.n
    "Thank you, I will let you know. "
    2017-10-23 | danny.n
    Called.. spoke to dr. Dr asked if i can send her an email again cause dr was with a patient. Very nice.
    2017-10-17 | danny.n
    called.. lm
    2017-10-09 | danny.n
    called, went to vm after 3 rings, lm for Dr. Desai. sent dr a f/u email.
    2017-10-06 | danny.n
    sk: 10:47am and 6:48pm yest
    2017-10-06 | danny.n
    "Thank you!"

    Leave a Comment:




    Calendly: Thu – Oct 5 @ 10am PST 
    Leads | 2017-09-29 | Danny | #91824 |

    Leave a Comment:




    Brief Chat 
    Leads | 2017-09-29 | Danny | #91823 |

    Dr called my direct line yesterday afterhours, lm for me to call her back to discuss. Stated she was referred to ME.

    Called her this morning, she wants to schedule a call to discuss getting a web developed along with a logo design. Asked if we do logo which i told her yes and pointed out that everything we do here are all custom high quality work… she said exactly what she was looking for. very nice. I asked her who referred her, she said “jonathan miller” (don’t know who he is but he called and lm for me yesterday). WIll call him later to see who he is.

    Scheduled her for next Thu at 10am, thought we were going to meet cause she’s opening a new practice in newport beach area… told her we will do phone conference and in meantime, i will email her some general info and examples of our current projects. very nice.


    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):
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    Tutorial:
    Website is Ready:

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    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

  • FTP / Logins
    Website Location:
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    Subdomain
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    Alias Info
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    Milestones
    Introduction: 2017-11-07
    Questionnaire: 2017-11-07
    Site Download/Site Sucker:
    Temporary Site: 2017-11-08
    Concept: 2018-01-03
    Approved: 2018-01-05
    Add to Upwork
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    Design # and Download: 2018-01-12
    Image Optim: 2018-01-12
    Website is Ready: checked
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    ADDITIONAL EMAIL TO:


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    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259
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    Approved: 2018-01-05
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    DC is Live:
    Cancelled
    Previous Design #

    Previous Site Removed:
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    Add new milestone to Upwork.com Add new milestone to Upwork.com
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    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

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    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

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    Twitter


    Active
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  • Logo Milestones
    Intro:
    Concept:
    Approval:
    Sent Files:
    File URL: Decline to Use (note reason why):
    Cancelled

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
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    Message for Client:
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  • Username: Password:
    Reviewed:
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    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
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    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
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    Display (generic)
    Video
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    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
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    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2017-11-07
    2017-11-22
    Mobile
    Fluid Responsive
    2017-11-07
    2017-11-22
    Videos


    Marketing


    Reputation


    Facebook
    2017-11-07

    Google Plus
    2017-11-07

    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2017-11-06 | Danny | Requested Discount – I SAID NO


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Estimates | 2017-11-01 | Danny | Revised from Platinum to Gold Ordered

    Gold


    Initial: 2 Payments of $2,249
    Monthly: $109


    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

    Social Media Custom

    Facebook, Google Plus & Twitter

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x - includes all the default features listed far left. Month to month contract.

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-06 | danny.n
    replied back to dr reminding her that it does not include the logo bc she had mentioned she has a logo already and was removing features to accommodate her budget better in the platinum. Her priority was the social which I had gone with Gold as a base and added the social.
    2017-11-06 | danny.n
    "Danny, Just to be clear my website cost will be $4500? Is that excluding the logo design? Thanks."
    Leads | 2017-11-01 | Danny | Response with Proposal Request


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-01 | danny.n
    it was previously sent to dr following our call last month but may have missed it with the other attachments (concept examples). Reattached for her review
    Estimates | 2017-10-05 | Danny | Phone Conference Expired

    Platinum


    Initial: 4 Payments of $1,499
    Monthly: $149


    Full Custom Design

    Designed from Scratch

    Mobile Responsive

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    COMMENTS:

    2017-10-23 | danny.n
    sk 1:33pm immediately after my response.
    2017-10-23 | danny.n
    told dr i appreciate the update. Told dr to take her time and if possible, just reply in the future when i followup cause i want to make sure it doesn't end up in JuNK. prepping her to reply to me in the future. Told her i'll f/u next week.
    2017-10-23 | danny.n
    "Thank you, I will let you know. "
    2017-10-23 | danny.n
    Called.. spoke to dr. Dr asked if i can send her an email again cause dr was with a patient. Very nice.
    2017-10-17 | danny.n
    called.. lm
    2017-10-09 | danny.n
    called, went to vm after 3 rings, lm for Dr. Desai. sent dr a f/u email.
    2017-10-06 | danny.n
    sk: 10:47am and 6:48pm yest
    2017-10-06 | danny.n
    "Thank you!"
    Leads | 2017-09-29 | Danny | Calendly: Thu – Oct 5 @ 10am PST


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    Leads | 2017-09-29 | Danny | Brief Chat


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