Monterey Peninsula (OMFS)

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    Follow Up from Dr. 
    Notes | 2018-02-08 | charles.b | #117798 |

    Hi Charles.

    Thanks for the changes. Can I see them?

    Also, I would like to get a basic page up soon so that people can find me online. I will have most of the basic content ready by Monday with some photos and further specific content to come at a later date.

    Brian
    _________
    Response:
    Hello Dr. Carr,

    Great! Ill keep an eye out for your email regarding additional content to include.

    Here is the link to the website:

    http://briancarr.360temp.com/

    Regarding making the site visible to the public, do you have access to the godaddy account where the domain name montereyomfs.com resides? If so, please provide me with the login credentials to this account, that way I can update the necessary settings when we are able to go live with the site.


    Leave a Comment:




    Follow up 
    Notes | 2018-01-29 | charles.b | #117049 |

    Hello Dr. Carr,

    I apologize for the time that has passed. The edit request in the previous email was made. Were you able to compile additional content that I can input into the site?


    Leave a Comment:




    Follow Up 
    Notes | 2018-01-08 | charles.b | #114316 |

    Hello Dr. Carr,

    I just wanted to follow up and make sure my previous email hadn’t gone to your spam folder. Please find below a copy of the email that was sent:

    Congratulations! Your website is ready for your review.

    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 or contacting me directly.

    URL: http://briancarr.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.

    If you 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.


    Leave a Comment:




    Original DNS Records + IP 
    Notes | 2018-01-03 | charles.b | #113497 |

    godaddy
    Domain:montereyomfs.com
    Registrar:GoDaddy.com, LLC
    Registration Date:2017-10-10
    Name Servers:
    ns23.domaincontrol.com
    ns24.domaincontrol.com

    216.239.32.21

    NO REDIRECTS


    Leave a Comment:




    Email: Your Website is Ready 
    Template Ready | 2018-01-03 | charles.b | #113495 |

    Hello Dr. Brian Carr,

    Congratulations! Your website is ready for your review.

    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 or contacting me directly.

    URL: http://briancarr.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.

    If you 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:




    Follow Up 
    Notes | 2017-12-28 | charles.b | #112592 |

    Hello Dr. Carr,

    I hope you had a great Christmas break!

    I wanted to follow up to see if you had additional content I can input (Doctors bio, office images, welcome excerpt or Office description)? Right now I have generic content regarding the office.

    I will have the website ready for your review early next week.


    Leave a Comment:




    Follow Up 
    Notes | 2017-12-20 | charles.b | #111286 |

    Hello Dr. Carr,

    I just left you a voicemail but wanted to follow up through an email as well.

    I wanted to touch base and see if you had received my last email regarding additional content needed for your website?

    1. Did you have a particular feel you had wanted for your website? (Modern, Visual, Professional)
    2. Were there particular colors you had a preference to utilize (usually this is related to a logo, if available)
    3. Did you have any current content that you can provide me such as a Doctors bio, Profile image, practice logo files (EPS, PNG or Jpeg file formats would be preferred)

    At the moment, the content I have input is somewhat generic but can be replaced with something more personalized if you had it available, at any time.
    If you’d like, I can send you what I’ve put together with the content you provided me through the Design Questionnaire?

    Thank you,
    Charles


    2017-12-22 | charles.b
    Charles. Your right. I did forget to attach. This is it.
    http://dentistry.360temp.com/?theme-preview=jessie
    2017-12-21 | charles.b
    Hi Charles.
    . Please find my logo attached. The colors in this logo, along with grey, blue, and white would be my primary color choices.
    . I like the website in the following link:
    .
    . The Page titles should be Home, Patient Information, Services, About us, Contact us.
    . I'll send along some content for patient information, services, about us and contact us.
    . Thanks!
    2017-12-20 | charles.b
    Response from Client:
    Hi Charles. I am going to try to work on this this afternoon. I have all sorts of things to send to you. Thanks.

    Leave a Comment:




    Site Progress 
    Notes | 2017-12-18 | charles.b | #110835 |

    Populating site – will send to review Tuesday/weds – and send to client to get feedback


    Leave a Comment:




    Follow Up 
    Notes | 2017-12-12 | charles.b | #110011 |

    Hi Charles

    I need a couple things soon if you can help me. One is simply an invoice for the portion I paid already. The other is what my domain for the website will be. Will I be able to use www.montereyomfs.com? I do own this and only use it for my business email account through gmail.com.

    Need to know for signs, referral forms, cards, etc.

    Also, I will be available to discuss on Thursday if necessary.

    ____
    Hello Dr. Carr,

    I did receive your Design Questionnaire, thank you for providing!

    1. Please find attached a copy of the invoice.
    2. I see that you had listed montereyOMFS.com on the Questionnaire and that we can definitely use this domain, as you own it.
    3. Did you have a particular time I can give you a call on Thursday, as I needed some design specifications so that I can move forward in putting together your website.

    – Did you have a particular feel you had wanted for your website? (Modern, Visual, Professional)?
    – Did you have any current content that you can provide me such as a Doctors bio, Profile image, practice logo files (EPS, PNG or Jpeg file formats would be preferred)


    Leave a Comment:




    Follow Up 
    Notes | 2017-12-12 | charles.b | #110010 |

    Hi Charles

    I need a couple things soon if you can help me. One is simply an invoice for the portion I paid already. The other is what my domain for the website will be. Will I be able to use www.montereyomfs.com? I do own this and only use it for my business email account through gmail.com.

    Need to know for signs, referral forms, cards, etc.

    Also, I will be available to discuss on Thursday if necessary.

    ____
    Hello Dr. Carr,

    I did receive your Design Questionnaire, thank you for providing!

    1. Please find attached a copy of the invoice.
    2. I see that you had listed montereyOMFS.com on the Questionnaire and that we can definitely use this domain, as you own it.
    3. Did you have a particular time I can give you a call on Thursday, as I needed some design specifications so that I can move forward in putting together your website.

    – Did you have a particular feel you had wanted for your website? (Modern, Visual, Professional)?
    – Did you have any current content that you can provide me such as a Doctors bio, Profile image, practice logo files (EPS, PNG or Jpeg file formats would be preferred)


    Leave a Comment:




    Design Questionnaire 
    Notes | 2017-12-11 | charles.b | #109564 |

    Leave a Comment:




    Follow Up sent to both emails 
    Notes | 2017-12-08 | charles.b | #109407 |

    Hello Dr. Carr,

    I wanted to follow up to make sure my initial email I had sent you yesterday hadn’t gone to your spam folder. Just in case I included a copy of the email below:

    “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.

    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!”

    I left a message on your cell phone as well if you would like to give me a call back at a time of your convenience (or you can schedule a call through the link in my signature), to go over some design elements for your website. Also, it’s not mandatory but definitely helpful if you can fill out the Design Questionnaire – Just to better grasp some considerations for your website.

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

    Thank you,


    Leave a Comment:




    Follow up 
    Notes | 2017-12-06 | charles.b | #108792 |

    Left message and sent email:
    Hello Dr. Carr,

    I wanted to follow up to make sure my initial email I had sent you yesterday hadn’t gone to your spam folder. Just in case I included a copy of the email below:

    “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.

    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!”

    I left a message on your cell phone as well if you would like to give me a call back at a time of your convenience (or you can schedule a call through the link in my signature), to go over some design elements for your website. Also, it’s not mandatory but definitely helpful if you can fill out the Design Questionnaire – Just to better grasp some considerations for your website.

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


    Leave a Comment:




    Email: Design Introduction 
    Design | 2017-12-05 | charles.b | #108621 |

    Hello Dr. Brian Carr,

    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.

    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


    Leave a Comment:




    PipeDrive 
    Notes | 2017-12-05 | Chandra | #108597 |

    Client chose the OPTIZIGN package is aware these are pre made custom template designs showed him some examples from our silver package will need some images to start off he is barely opening his practice in 2 weeks. Has a domain name and email address domain name will be www.montereyomfs.com the email he will be using will be drcarr@montereyomfs.com the color schemes he would like to chose from will be White Gray & blue and maybe some purple is open to suggestions also will provide us with the office number and fax number he will like on his website please do not put his cell phone number thank you. For now we can reach him @ 415.637.6799 and can email him @ brcarr@gmail.com or drcarr@montereyomfs.com would like his first call this Wednesday 12/6 between 9am and 11 am thank you.


    Leave a Comment:




    Website Design (New Design Project) received
    Task: Website | 2017-12-05 | Chandra | #108589 |

    Optizign Package (template)

    – Select From Our Gallery
    – SSL/HTTPS Certificate

    Available Wednesday 9am – 11am


    Leave a Comment:




    Website Design (New Order) closed
    Task: Accounting | 2017-12-05 | Chandra | #108585 |

    Optizign Package: $2000 + 99/m

    Client provided CC via phone (Visa ending in 1036)


    2017-12-05 | chandra.t
    Charged and sent invoice.

    Leave a Comment:




    Dr’s budget in range of $2,000 to $3,000 
    Leads | 2017-11-15 | Danny | #104864 |

    “Hi Danny.

    Thanks for the follow-up. While I love the product it is just too expensive for my start-up budget. I am looking for something closer to $2000-3000 for now and low monthly overhead, with room to build as we grow.

    Thanks for your help. “


    Leave a Comment:




    Phone Conference 
    Estimates | 2017-11-08 | Danny | #103283 |

    Dr called, lm for me. Called Dr back within 5 mins. Dr was on his lunch break. Extremely nice. Current situation is Dr is part of a group with an existing out-dated website, he is part-owner with other drs which are old school and budget conscious. He is opening another practice that is set to open in January 2018 that he has 100% control so this is for him and hopefully the group will follow once they see his and the value/importance of updating that too.

    Dr has a logo already and does not want social cause he deals primarily with referring Drs since he’s an oral surgeon. Wants to make sure there’s a referring doctor section and also TRUFORM which is with PBHS which i had explained how it works independent of the site.

    Dr also will be having a videographer once the office is built so he wants to implement that which I also assured. Overall, dr doesn’t know much about website and where to start so he’s asking all of these basic questions.

    Dr Carr was referred to me by my client in SF whom he had a great experience working with me and trusted.

    Discussed the Platinum as a default without the logo and social, emphasized the 360 Shield (currently available before new package starts in a few days). Dr right now wants to focus on the web development and then consider that later on once his office opens. Dr said that it seems like it doesn’t deal with the aesthetic and more on the technical side than he can hold off on it.

    I ve put together a custom proposal for the Platinum without Logo & Social deducting only $500 from the $6,000 which should really be deducting $1,000 ($500 logo & $500 social) based on the a la cart AND kept the monthly at $149 instead of $139/m.

    Also, dr was considering waiting until next month to start but advised dr for SEO purpose, its good to get it up asap to start building history. Dr understands.

    Dr stated that he will review but so far looks good. Sent dr proposal to review. Hot lead.


    2017-11-14 | danny.n
    sent dr a f/u email (not phone) as stated last time. Will call at next f/u if no response.
    2017-11-14 | danny.n
    sk 7:30pm on Nov 9th
    2017-11-08 | danny.n
    replied back thanking dr and to let him know i'll touch base with him next MON via email not phone if i don't hear back cause i understand how busy he is. He's quite busy but will call after next email f/u.
    2017-11-08 | danny.n
    "Thank you Danny. "

    Leave a Comment:




    Calendly – 10/25 at 12:30pm PST 
    Leads | 2017-10-24 | Danny | #98796 |

    “Thank you Danny.

    Would you be available tomorrow around 12:30pm?

    Thanks.

    Brian “


    2017-11-02 | danny.n
    called.. lm to see if dr like to reschedule the call. sent email as well.
    2017-10-27 | danny.n
    called, lm. sent f/u to see about rescheduling the missed scheduled call 2 days ago
    2017-10-27 | danny.n
    called, lm. sent f/u to see about rescheduling the missed scheduled call 2 days ago
    2017-10-25 | danny.n
    emailed dr to let him know i had called as well.
    2017-10-25 | danny.n
    called dr per our scheduled time. Lm on his cell.

    Leave a Comment:




    Initial Contact 
    Leads | 2017-10-24 | Danny | #98696 |

    Called, went to his vm. lm.

    Doesn’t have a site yet based on my search.


    2017-10-24 | danny.n
    :Thank you Danny. Would you be available tomorrow around 12:30pm? Thanks. Brian :

    Leave a Comment:




  • Domain Information
    Client Registrar
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    Milestones
    briancarr.360temp.com

    Intro & Gallery URL: 2017-12-06
    Site Sucker & 301s:
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    Map Domain in Pagely/WP:
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    Review: 2018-01-28
    Tutorial:
    Website is Ready: checked

    Cancelled
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    Other Products:
    Status Cake:
    Live Online:
    Analytics Setup: 2017-12-28
    Jetpack Stats Setup:
    Analytics ID:
    Google Account

    Analytics by Client

    Shared Dropbox
    Custom Content
    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

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  • FTP / Logins
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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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    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
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    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
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    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




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



    Need topics? See a list of topics here.

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    STEPS
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    KEYWORDS

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    2017-12-05
    2017-12-05

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    2017-12-05
    2017-12-05
    ADApt


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    360 Plan



    Leads | 2017-11-15 | Danny | Dr’s budget in range of $2,000 to $3,000


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    Estimates | 2017-11-08 | Danny | Phone Conference Sent

    Platinum


    Initial: 2 Payments of $2,750
    Monthly: $149


    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 Platinum features continue next column...

    Platinum (continued)

    Regular Price:

    Initial: Payments of
    Monthly:

    Gold Package

    Everything on Gold Package Plus

    Platinum Package

    Everything on Platinum Package Plus

    Educational Videos

    High-Quality Patient Education Videos

    Custom Blog

    Custom Website-Based Blog

    Includes all default features on far left column. Month to month contract. Guaranteed competitive.

    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-14 | danny.n
    sent dr a f/u email (not phone) as stated last time. Will call at next f/u if no response.
    2017-11-14 | danny.n
    sk 7:30pm on Nov 9th
    2017-11-08 | danny.n
    replied back thanking dr and to let him know i'll touch base with him next MON via email not phone if i don't hear back cause i understand how busy he is. He's quite busy but will call after next email f/u.
    2017-11-08 | danny.n
    "Thank you Danny. "
    Leads | 2017-10-24 | Danny | Calendly – 10/25 at 12:30pm PST


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-11-02 | danny.n
    called.. lm to see if dr like to reschedule the call. sent email as well.
    2017-10-27 | danny.n
    called, lm. sent f/u to see about rescheduling the missed scheduled call 2 days ago
    2017-10-27 | danny.n
    called, lm. sent f/u to see about rescheduling the missed scheduled call 2 days ago
    2017-10-25 | danny.n
    emailed dr to let him know i had called as well.
    2017-10-25 | danny.n
    called dr per our scheduled time. Lm on his cell.
    Leads | 2017-10-24 | Danny | Initial Contact


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS:

    2017-10-24 | danny.n
    :Thank you Danny. Would you be available tomorrow around 12:30pm? Thanks. Brian :