Isanti Family Chiropractic

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    Team


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    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 104073




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

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    Add Privacy Policy page closed
    Task: Website | 2018-01-31 | charles.b | #117300 |

    Create “Privacy Policy” page using this content: http://www.drshoshany.com/privacy_policy.html

    Add page as a submenu under Contact tab


    Leave a Comment:




    Patient Forms closed
    Ticket: Website | 2017-12-08 | Chandra | #109446 |

    Doctor called, will be sending Patient Forms PDFs to support@optimized360.com. Please add the Forms page under the Contact Us menu item.


    2017-12-10 | catherine.c
    correction, no new ticket - emailed completed.
    2017-12-10 | catherine.c
    creating new ticket for forms.

    Leave a Comment:




    Please Call Dr. extended
    Marketing | 2017-11-15 | charles.b | #105074 |

    Dr. called and wanted to go over marketing options. Requested a call Thurs 11/16 anytime between 11am – 12pm PST.


    2017-12-01 | brent.d
    left VM for DR to FU on his package
    2017-11-17 | brent.d
    Spoke to Dr.Bergley. Got him to agree on an upgrade package to connect. Initial $1,999 + $149/mo - Sent him F/U email to confirm on the upgrade.
    2017-11-16 | brent.d
    called Dr. Bergley left him a VM to call back to discuss marketing options
    2017-11-16 | brent.d

    2017-11-15 | brent.d
    Will give him a call then to discuss further marketing options.

    Leave a Comment:




    Please call doctor extended
    Task: Website | 2017-11-15 | Catherine C. | #104936 |

    Please call Dr Bergley – 763-377-2209


    2017-11-16 | brent.d
    Spoke to Dr.Bergley. Got him to agree on an upgrade package to connect. Initial $1,999 + $149/mo - Sent him F/U email to confirm on the upgrade.
    2017-11-15 | charles.b
    Spoke with Dr. - Stated he wasnt aware of $79 monthly charge - seemed fine with it but asked if there were any additional charges - Let him know that $79 should be it unless he adds marketing or other products - Requested to speak with Brendt about marketing

    Leave a Comment:




    Domain name statuscake google anlytcs updated 
    Notes | 2017-11-06 | charles.b | #102530 |

    Domain name updated to isantifamilychripractic.com

    1. UA code updated
    2. statuscake updated
    3. old domain isantichiropractic.com forwarded to new domain


    Leave a Comment:




    Marketing products email 
    Marketing | 2017-11-01 | Alec J. | #101138 |

    Leave a Comment:




    Please call Dr. Bergley closed
    Task: Sales | 2017-11-01 | charles.b | #101066 |

    Please call Dr. Bergley regarding marketing options for his site – He had mentioned PPC/Google ads


    2017-11-09 | brent.d
    called Dr.Bergley back no answer. Will try again tomorrow.
    2017-11-09 | brent.d

    2017-11-09 | catherine.c
    Dr. Bergley called - please call 763-377-2209
    2017-11-06 | chandra.t
    Missed called, please call Dr. Bergley on his cell, mentioned he will be available until 3pm (CST).

    Leave a Comment:




    Going Live Items closed
    Task: Social | 2017-11-01 | charles.b | #101042 |

    1. Please add domain(s) to statuscake.com
    2. Complete 301 Redirects
    3. Setup Analytics & Reporting


    2017-11-01 | charles.b
    1. Added
    2. No redirects
    3. Setup

    Leave a Comment:




    Email: Your Website is Live 
    Design | 2017-11-01 | charles.b | #101041 |

    Hello Dr. Paul Bergley,

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

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

    URL: http://isantichiropractic.com

    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.

    Thank you!

    Charles B.
    charles.b@optimized360.com


    Leave a Comment:




    F/U w Dr. + Confrmtn going live 
    Notes | 2017-11-01 | charles.b | #101038 |

    Dr. Confirmed that he wanted me to purchase a new domain name – isantichiropractic.com – apply this and make website live.


    Leave a Comment:




    Original DNS Records + IP 
    Notes | 2017-11-01 | charles.b | #101028 |

    Domain Name: ISANTIFAMILYCHIRO.COM
    Registrar URL: www.enom.com transferred to (Matrix.com)
    Registrant Name: PAUL BERGLEY
    Registrant Email: DOMAINS@IMATRIX.COM

    Name Server: CHAN.NS.CLOUDFLARE.COM
    Name Server: DOUG.NS.CLOUDFLARE.COM

    104.27.156.11


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    Domain name purchased for Dr. 
    Notes | 2017-11-01 | charles.b | #101026 |

    Old domain name:
    isantifamilychiro.com

    New:
    isantichiropractic.com

    (may suggest isantifamilychiropractic.com)

    New domain name will require that we remove “family” throughout the website

    *** proceeding with making website live with new domain name


    Leave a Comment:




    Updated Practice address old + new 
    Notes | 2017-11-01 | charles.b | #101011 |

    Old:
    4 Enterprise Ave. NE, Ste 6
    Isanti
    MN
    55040

    New Address:
    303 Credit Union Drive Suite #6
    Isanti
    MN
    55040


    Leave a Comment:




    Left VM 
    Notes | 2017-11-01 | charles.b | #100998 |

    Leave a Comment:




    F/U w Dr. 
    Notes | 2017-10-31 | charles.b | #100857 |

    He had contacted Matrix – they are refusing to release the domain for him due to some contract issues.. He had inquired about changing the domain name to isantifamilychiropractic.com (available) said he will give me a call after 11am in regards to his decision to do this.


    Leave a Comment:




    please call doctor closed
    Task: Website | 2017-10-31 | Catherine C. | #100762 |

    763-377-2209


    2017-10-31 | charles.b
    Dr. Bergley will call after 11am on 11/1
    2017-10-31 | charles.b
    Called Office - mailbox full- leaving email

    Leave a Comment:




    Spoke w Dr. in regards to going live 
    Notes | 2017-10-26 | charles.b | #99361 |

    Dr. Doesnt have the login credentials for enom – Doesn’t know who had set it up for him – He was working with Imatrix before – Advised him that contacting them would be a good start to find out if they had any information regarding acquiring the domain for him.


    2017-10-26 | charles.b
    He said that he confirmed that Imatrix had acquired the domain name from enom

    Leave a Comment:




    Original DNS Records + IP 
    Notes | 2017-10-24 | charles.b | #98731 |

    104.27.156.11

    Domain Name: ISANTIFAMILYCHIRO.COM
    Registrar: ENOM, INC.
    Registrant Name: PAUL BERGLEY
    Registrant Email: DOMAINS@IMATRIX.COM

    Name Server: CHAN.NS.CLOUDFLARE.COM
    Name Server: DOUG.NS.CLOUDFLARE.COM


    Leave a Comment:




    Requesting Dr. to confirm going live 
    Notes | 2017-10-24 | charles.b | #98713 |

    Email sent to Dr. to confirm wether he wants the site to be live and if so, to provide login credentials for enom.com

    *** Looks like domain name is locked from transferring due to recent activity regarding the domain.


    Leave a Comment:




    Login Credentials Provided to Dr. 
    Notes | 2017-10-24 | charles.b | #98711 |

    Please use this link to access the login window:

    http://paulbergley.360temp.com/wp-login.php

    Username: isantifamilychiro

    Password: Uu4aV9Ko9bpkSHFd#23uZ^)8


    Leave a Comment:




    Follow Up w Dr. Bergley 11/1 closed
    Task: Website | 2017-10-24 | charles.b | #98679 |

    Follow Up w Dr. Bergley 11/1


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    Walkthrough w Dr. Bergley 
    Notes | 2017-10-24 | charles.b | #98677 |

    Provided walkthrough

    Dr. was satisfied with the website – mentioned that hell be taking a closer look through the website over the coming week(s) and will email me any edits regarding content changes

    – Noted that practice location will be changing in about a week – theyll be providing the updated address then.
    – Dr. has patient forms he will be providing in scanned form – Didn’t know how to do PDF – he will be providing scanned word documents
    – All he requested was to move videos above text on the home page (done)

    *** Follow up with Dr. Bergley next week for status of new practice address as well as patient forms


    Leave a Comment:




    Call Dr. Bergley for Walkthrough closed
    Task: Website | 2017-10-23 | charles.b | #98224 |

    10/24 2pm PST – He liked site so far and dint have any edit requests so far in latest email.


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    F/U from Dr. 
    Notes | 2017-10-23 | charles.b | #97976 |

    Spoke to Dr. this morning, He never received email from CP – resent “Website Ready” in another email


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    Email: Your Website is Ready 
    Template Ready | 2017-10-18 | charles.b | #97066 |

    Hello Dr. Paul Bergley,

    Congratulations! Your website is ready for your review.

    Please take a look at your initial website and let us know of any edit requests or questions you might have.

    URL: http://paulbergley.360temp.com

    WEBSITE WALK-THROUGH

    When is the best time to go over the options or questions you might have? I’ll be glad to provide a walk-through to editing the site.

    Once we’ve finalized your website and would like to make changes to the website in the future, please feel free to email us at support@optimized360.com. We welcome any questions regarding the website’s editor.

    Thank you!

    Charles B.
    charles.b@optimized360.com


    Leave a Comment:




    Create Testimonials Page closed
    Task: Website | 2017-10-17 | charles.b | #96745 |

    Create a testimonials page and populate it with clients google reviews

    https://www.google.com/search?q=isanti+family+chiropractic&oq=isanti+family+chiropractic&aqs=chrome..69i57j69i61l3.5118j0j1&sourceid=chrome&ie=UTF-8#lrd=0x52b3014c4fc31fd7:0x43b845e5526df736,1,,


    2017-10-17 | charles.b
    additions confirmed - closing task
    2017-10-17 | charles.b
    UN: 360developer103683

    PW: au^eHErlonFxmb^EW1SHLIri
    2017-10-17 | catherine.c
    reviews are here: https://docs.google.com/document/d/1wpm6n0NRTf_b_oGwbF-1Yobsa_9Xy41r0HOggK1pmvY/edit?usp=sharing
    2017-10-17 | charles.b
    Please do ASAP

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    Left VM and Email to Dr. 
    Notes | 2017-10-17 | charles.b | #96690 |

    Hello Dr. Bergley,

    I just left a voicemail at your office number.

    I’m sorry I thought I had replied to one of those emails where you had sent me those videos.

    Danny notified me that he did receive your message but was in a meeting and will be for the remainder of the day.

    But your website should be ready for your review tomorrow, I was just double checking some of the content before sending it out to you.

    If you had further questions feel free to give me a call back at 800-997-9368 or you can include them in this email.


    Leave a Comment:




    Missed Call – Voicemail closed
    Task: Other | 2017-10-17 | Danny | #96665 |

    Dr called, lm asking where we are at with the project. Fwd vm to Charles to contact.

    Charles, please check that voicemail emailed to you to listen. Please call him and let him know that I was in a meeting and i had fwd this to him.


    Leave a Comment:




    Content Links Provided by Doctor 
    Notes | 2017-10-16 | charles.b | #95965 |

    Fb:
    https://www.facebook.com/IsantiFamilyChiropracticClinic/

    “My Best Introduction Video (Homepage)”

    “Why CHoose Isanti Chrio”


    Leave a Comment:




    Email Sent to Doctor requesting content 
    Notes | 2017-10-09 | charles.b | #94298 |

    Thank you for all of that information Dr. Bergley,

    To begin customizing your design I just needed some information regarding your practice:

    1. Any current content you’d like me to include e.g. A Doctors Biography, Office Description, Types of Insurance taken, Patient forms (If you have one)
    2. List of Associations that you are a part of
    3. Any profile images of yourself that we can use on the website (optional)
    4. An image file for your practices’ logo – preferably an EPS file if not we can use a Jpeg or PNG file format
    5. Video URL link that you had mentioned
    6. Social media links

    Please don’t hesitate to call or email me if you had further questions or additions!


    Leave a Comment:




    Moving Practice 
    Notes | 2017-10-09 | charles.b | #94293 |

    Dr. said he will be moving location – use address in CP and update new practice address once provided.


    Leave a Comment:




    Initial Conversation 
    Notes | 2017-10-09 | charles.b | #94288 |

    Sent him handful of website to consider in an email – He prefers the darker wesbites and full width – his preference from all of the examples was for http://chiropractic.360temp.com/?theme-preview=karen

    Tagline:
    Be Health. Be Active.

    Doctor has Logo

    He didn’t have many preferences and I didn’t want to expose him to too much so that I could further streamline the process.

    May be similar to Edwin Bush where hell get more invlolved once he sees and can interact with his website


    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-10-06 | charles.b | #94167 |

    Hello Dr. Paul Bergley,

    Welcome to Optimized360!

    My name is Charles B. and I will be the designer working with you to get your new website up.

    To ensure that we have the proper information on your new website, please fill out our simple questionnaire below (If you haven’t done so already through the link Danny had provided).

    Preliminary Questionnaire: https://form.jotform.com/62934768594171

    We’d like for patients to utilize your website as soon as possible, therefore we’ve provided an efficient process: The website will be created with a simple design and your provided information. In about a week, you should receive an email with the initial content we have put together. At that time, we’ll discuss design customizations available.

    If you have any questions, please call 1-800-997-9368 or simply reply to this email. I’m excited to work with you!

    Charles B.
    charles.b@optimized360.com


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    Plan of Action 
    Notes | 2017-10-06 | charles.b | #93960 |

    send Dr. sites from template system (make sure they’re varied designs and have a custom feel to them) exposing him only to template sites to facilitate the process – no guarantee that he wont look at our custom gallery on his own


    Leave a Comment:




    Website Makeover (New Project) closed
    Task: New Project | 2017-10-05 | Danny | #93681 |

    – Dr. Bergley – extremely nice
    – site currently under constructions
    – he’s been in practice for a LONG time, 1st site being built.

    – dr seems very old-school and wants process very streamlined. Dr wants to speak over the phone to do an interview. Ask dr to show some sites that he likes in our portfolio to get an idea, then put together a template personalizing it. Don’t have dr pick one from optizign.


    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-10-05 | Danny | #93678 |

    Website: 2 installments of $499 + $79/,

    * please sent 1st installment next Monday Oct 9th.


    2017-10-05 | chandra.t
    Set to charge 10/9/17.

    Leave a Comment:




    Design Interview: Monday – Oct 9th @ 9:30am PST closed
    Task: Other | 2017-10-05 | Danny | #93596 |

    scheduled for “interview”. This is silver package.


    Leave a Comment:




    Phone Conference 
    Estimates | 2017-10-05 | Danny | #93594 |

    Spoke to Dr, looking to get a website built. Brand new site. Practice has been around for a while now. Talking to chiroplanet (templates). Been quoted around $0 to $500 to start.

    Gave dr pointers on the difference going with them vs us for a similar package we do not advertise. Budget is important to him. Dr was pretty much pursuaded with what i had pointed out. Primarily the exclusivity of the design. (dr is in a very small city and nearest big city is hundreds of miles away).

    Scheduled dr call for design interview and assured him of the streamlined process. Dr was going to give credit card but he had to go and said he will call me back in 2-3 hours.

    Setup interview for next Monday at 9:30am PST.


    2017-10-05 | danny.n
    site currently "under construction"

    Leave a Comment:




  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    paulbergley.360temp.com

    Intro & Gallery URL: 2017-10-07
    Site Sucker & 301s:
    Site Username (subdomain):
    Map Domain in Pagely/WP: 2017-11-01
    Customizer:
    Additional Pages:
    Review: 2017-10-18
    Tutorial: 2017-10-24
    Website is Ready: checked

    Cancelled
    301:
    Other Products:
    Status Cake: 2017-11-01
    Live Online: 2017-11-01
    Analytics Setup: 2017-10-18
    Jetpack Stats Setup: 2017-10-18
    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:
    Questionnaire:
    Site Download/Site Sucker:
    Temporary Site:
    Concept:
    Approved:
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download:
    Image Optim:
    Website is Ready:
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    Analytics Report or Jetpack Setup:
    Analytics ID:
    Google Account

    Analytics by Client
    Custom Content
    Ordered Topics: (please submit a separate ticket)
    ADDITIONAL EMAIL TO:


    Additional Recipients:




    Previous Concepts:
    Additional Recipients:

    Message for Client:

    Task for Developers:




    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259
    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:

  • MILESTONES
    Website Backup:
    Introduction:
    Questionnaire:
    Concept:
    Approved:
    Developed:
    Sitemap, Submissions, 301:
    Check Other Products:
    Analytics Applied:
    Review:
    DC is Ready:
    DC is Live:
    Cancelled
    Previous Design #

    Previous Site Removed:
    Previous Location:
    Previous Subdomain:
    Godaddy / 360 Sites / 360 Temp

    Previous FTP USER

    Previous FTP PW

    ADDITIONAL EMAIL TO:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



  • Video Information
    Added to vendor DB
    Checked for alias
    Placed on site
    Declined (note reason why)
    Cancelled

    COMPANY
    Media Med
    Media Med Integrated
    3D4 Dental
    Optio: register w/client info
    Swarm
  • Facebook
    Account Access:
    Active
    Cancelled
    Google Plus
    Account Access: PIN: F/U: URL: Active
    Cancelled
    Twitter
    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




    Facebook
    Google
    Twitter
  • Blog Schedule
    Monthly
    None


    Notes

    After submitting the form, copy + paste the EDIT SUBMISSION URL on the thank you page here:



    Need topics? See a list of topics here.

    Initial Blog DQ
    Social Media Access

    Facebook

    Account Access:
    Active
    Cancelled

    Google Plus

    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

    Twitter

    Twitter


    Active
    Cancelled

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

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

    Message for Client:
    Instructions to Place on Website (ticket)
  • Username: Password:
    Reviewed:
    Placed on Website:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    CSR: Pagely Ticket Created:
    Domain Mapping: DB Search & Replace:
    Active/Completed:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

    Inboxes Created:
  • BRC - Reputation Management
    Pending
    Active
    Placed on Site
    Cancelled

  • Marketing




    STEPS
    Ordered:
    Account:
    Waiting for Live Website
    Ad Setup
    Test Ad
    Active
    Paused
    Cancelled
    SEARCH ENGINES
    Adwords
    Yahoo/Bing
    Remarketing
    Display (generic)
    Video
    Mobile
    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
    Cancelled

    KEYWORDS

  • ORDERED/PAID
    Template
    2017-10-05


    Website


    Mobile
    Fluid Responsive


    Videos


    Marketing


    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Estimates | 2017-10-05 | Danny | Phone Conference Ordered

    Silver


    Initial: 2 Payments of $499
    Monthly: $79


    Premium Website

    Select from a Gallery & Customize

    Mobile Responsive

    Matching Design | Auto Dial | Map

    Exclusivity

    Design Will Be Exclusive to Your Area

    On-Site SEO

    Specialty Content | Search Submission

    Educational Library

    Get Access to Hundreds of Articles

    Appointment Alerts

    Multi-Platform (Email, Fax, Text)

    x

    Mobile Compatible

    Fully Functional on All Smartphones

    - competitively priced (chiroplanet)

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-05 | danny.n
    site currently "under construction"